Weekly Tips: Never Miss an Important Follow-Up with Zoho Mail Reminders

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• Weekly Tips :Instantly find what you need with Attachment Viewer

  Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

• Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

  You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over

• Weekly Tips: Customize alerts from your Priority Users

  You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from

• Weekly Tips : Automatically clean clutter with Junk cleanup interval

  If you regularly receive many unwanted or spam emails, your Spam folder can quickly fill up and start taking up valuable storage space in your Zoho Mail account. Instead of manually clearing it every few days, you might find it helpful to enable automatic

• Weekly Tips : Save Time with Saved Search

  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

• Recent Topics

• Outbound Gateway

  Hi, Is it possible to configure the Outbound Gateway to route external domains only and keep inter-domain emails locally delivered? When one of my users sends an email to another user within our own domain, I want user1@mydomain.com to user2@mydomain.com not to exit. However, if anyone within our domain sends to an external address, I want that email to be routed using the Outbound Gateway. Thanks. P.

• Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

  Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

• Delivery Note Delivered item must be reduce in inventory stock

  When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock display

• Adding bills from docs *** Internal Error ***

  Same internal errors in Chrome & Edge !

• Response time when adding customers to the database is increasing over time.

  Response time when adding customers to the ZoHo books database is increasing over time. The response time to retrieve a newly added customer is now 1.5 to 2 minutes. The database has approximately 2,000 customers. I think you need to reorganise the

• Excluded transactions in Banking

  Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same

• Introducing Zia AI in Zoho Show

  AI is no longer a distant concept. It’s one of our everyday tools, from answering casual questions to generating critical business documents. And presentations are one area where AI can be especially helpful. At Zoho Show, we’ve been deliberate in how

• Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots

  Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through

• Trigger a field rule when Choice Availability reaches 0

  First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fire

• Unattended Access on Android without Play Store

  I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

• Zoho People > Performance Management > Appraisal cycle

  Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?

• What's New - June 2025 | Zoho Backstage

  Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these

• Include Article Sync Details in SalesIQ–Desk Integration Notification Email

  Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduled

• Naming a Visitor in SalesIQ Messes up First and Last Name

  When I go to Visitor History to manually associate a visitor with a known contact, I press the pencil symbol next to the system-generated ID number. I enter first and last name, then email. Looks good so far. However, when it syncs with CRM, first name

• Partial Sync

  Hi, got an issue with syncing cards across windows app, web app and iphone app. If I create a card and add some text content then everything syncs across all platforms ok. If I create a card and add an attachment, be it pdf, jpg or movie then the card

• Related activity records for custom modules

  For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.

• Why Do My Portal Users Can't See Any Data in Reports

  In My zoho crm i have created a button automation which basically is it converts a quote into invoice and sales order , so initially when a person who is my app user submits a quotation form it goes into quote module and record is created and in each

• Introducing Zoho Commerce 2.0 — It's more than just selling!

  Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use

• Introducing prompt builder in Zoho CRM

  We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across

• Item Batch Creation/Updation

  I have a requirement to integrate a local system with Zoho Books. I need to create items in Zoho Books with batch tracking enabled, but I couldn't find a specific API for that in the Zoho Books API documentation. Is there a dedicated API endpoint to create

• Education Zoho User Group (ZUG) virtual meetup featuring Zoho Sign

  Hi there! The educational sector often faces the hassle of handling extensive paperwork, which leads to increased operational costs. A digital signature solution like Zoho Sign can help you modernize your processes, go fully digital, and seamlessly collect

• Troubleshooting Delays in Zoho CRM Automation Workflows for Lead Status Updates

  Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update

• 📣 [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue

  [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue Hi all, Service-based businesses need to be on top of their client experience game to stay ahead. Spikra, one of our Advanced Zoho Partners, has been helping businesses deliver

• Kaizen #172 - Leveraging the 'crmAPIResponse' Object in Queries

  Hello everyone! Welcome back to another week of Kaizen! We released the Queries feature sometime back and hope you have tried it out. A little gist about this feature before we move on to our post. Zoho CRM's Queries feature enables dynamic data retrieval

• transforming 1D tables to 2D and the other way round

  Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt

• How I Migrate data from one SharePoint Tenant to another

  I want to perform SharePoint tenant to tenant migration, but the problem is I don't know how to do so. I’ve heard about different SharePoint Migrator, but I’m not sure which one is the best for this type of migration. Any guidance would be really he

• Rebrand your CRM with the all-new custom domain mapping setup

  UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

• authentication

  We cannot connect via IMAP. We are receiving the following error: Error: You are yet to enable IMAP for your account. Please contact your administrator (Failure)

• Bad User: Authenticated but not connected

  Zoho CRM cannot send/receive emails and it appears as if it may be an api configuration change either via Zoho or MS. Does anyone have information on how to fix this error message? I am admin on all my accounts. Zoho and MS are blaming each other.

• Edit email address that appears on invoice

  Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a

• Zoho Tasks - Add Sorting by Priority

  We are able to Group by and Filter by Priority but for some reason we can't Sort by Priority on the Task lists. Please allow for sorting by priority if the current view is not grouped by priority.

• customize payment page

  Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

• Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission

  Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?

• 6 time-saving tips for working with tables in Zoho Writer

  Tables have always been the best way to represent data. They help you structure and categorize information systematically and present them in a simpler way. While tables in Zoho Writer are easy to implement, some tasks might not be that obvious.  Here are some time-saving tips to help you work better with tables in Zoho Writer:    1. Insert Multiple Rows / Columns in a Table Adding more rows and columns is the most common action performed while working with tables. Instead of using the Table tab,

• Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help

  Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗

• Can't get sender adress to work

  Hi, I am having some trouble getting the sender adress to work for responses on tickets. I would like to configure a sender adress that is different from the zohodesk emailadress that is normally used. These are the steps I have followed: 1. Add a new

• Question Regarding Deleted Reports in Zoho Desk Analytics

  Dear Zoho Desk Support Team, I hope this message finds you well. We have a question regarding the Analytics module in Zoho Desk, specifically related to deleted reports/dashboards. We would like to understand the following: Is there a recycle bin, recovery

• Add an option to start zobot when user clicks the Chat with Us button

  I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized that way visitors could see first the homepage and decide which channel they would like to use to connect, or to see the quicke help

• Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

  I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:

• Incorrect Handling of XLSX data

  Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format

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