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• Sticky Posts

• Domain Disclaimer: A standardized footer for your entire organization

  Every email sent from an organization represents its identity externally. Most teams require consistent line of text at the bottom of outgoing messages. It can be a confidentiality notice, a legal statement, a compliance requirement, or a uniform sign-off.

• Catch-All Address: A safety net for misdirected emails

  Email is often the first point of contact with an organization. In many cases, a simple typo in a recipient's address can quietly turn into a missed message—a customer query never reaches support, a partner’s reply goes unnoticed, and the sender has no

• Preferred Name and Email Formats: Bring consistency to user identity

  A user's display name and email address are often the first identifiers that colleagues, partners, and customers see. Maintaining a consistent format across the organization helps reinforce a professional identity and avoids the confusion that comes from

• Deliver timely updates across your organization

  Keeping your organization informed goes beyond sending emails or sharing links. It requires ensuring that the right information reaches users at the right time, without being missed. Whether it's communicating policy changes, maintenance schedules, webinar/training

• Organize your workforce efficiently with Locations in the Admin Console

  Keeping your organization structured becomes increasingly important as teams expand across different offices or regions. For administrators, having clear visibility into where users are based can simplify user management and improve operational clarity.

• Recent Topics

• Deactivate Zoho CRM for everyone

  We would like to deactivate Zoho CRM for everyone. How can we do that?

• Best sales insights for target accounts?

  Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

• Building extensions #2: Publishing and sharing Zoho Sprints extensions using Sigma Cloud Editor

  Welcome to a new post on Zoho Sprints extension development! In our last post, we explored how to create, test, and edit an extension for Zoho Sprints. In this post, we'll take a look at how to publish and share an extension. Publishing and sharing extensions

• Custom return paths

  How do I delete a custom return path subdomain created in error?

• How do you paginate in schedule function

  How does someone paginate in schedule function in deluge is there an ideal way to do this apart from hardcoding max pages

• Mail bounces due to bad reputation

  Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• Calendar in Global View

  When you are working with multiple projects, staying on track with all project activities requires a centralized view of all your project activities. Especially in a work environment, users tend to miss out on their day-to-day activities when it doesn't

• My email sending has beed blocked due to high bounce rate. NEED HELP

  User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• How to Migrate from MDaemon to Zoho Mail Account?

  Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some

• Ask the Experts: A Live Q&A Session

  We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions! Whether you're trying to configure your account better, have questions about customization, or want

• Tip #7: Customize the appointment confirmation page

  A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when

• Add Image Upload Field to Zoho Bookings Registration Form

  Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

• Meeting integration with Otter.ai

  Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

• [Free webinar] AI agents in Zoho Creator - Creator Tech Connect

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

• プロフェッショナルプランで、見積作成時に原価と利益率を確認する代替案について

  現在、Zoho CRMのプロフェッショナルプランを利用しています。 海外から輸入した商品を販売しており、商品ごとに原価が異なるため、見積書を作成する際（または保存直後）に、その見積の原価合計と利益率を確認したいと考えています。 しかし、現在のプランではDeluge（関数）が使えず、見積書の「商品詳細」の項目をカスタマイズすることもできません。 1,見積作成画面で商品の原価を参照できるような、標準機能での工夫はありますか？ 2,レポート機能を使って、見積単位での原価・利益を算出する方法はありますか？

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• How to create a directory report from one-to-many relationship

  Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

• Moving Project Task to other parent not possible

  We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",

• Remove or hide default views

  I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

• Add more than 7 sender addresses in campaigns

  I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you

• Email sent to Hotmail arrives to Spam

  I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?

• Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?

  Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to

• Mirror Component in Zoho CRM: Access real-time related data without leaving your record

  Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

• Search through email contents

  Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan

• Marketing Tip #9: Track your traffic sources

  Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

• It Really Can Be This Simple

  Let's be honest.... Running a business already comes with enough moving parts. Invoices, payments, follow-ups, reminders, tracking who paid and who disappeared. It can slowly turn into a full-time admin job on its own, especially when you are a Sole Proprietor,

• Huge confusion in zoho crm and zoho analytics

  Context => We have reporting based hierarchy in zoho crm and basically there will be one sales head and couple sales managers and 10 pre sales excutives divided between 2 sales managers we have maintained that in zoho crm and there is complex reporting

• Zoho Books | Product updates | May 2026

  Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

• Update: [Issue fixed] Temporary access issue on Android and iOS devices

  Hello, Zoho Sheet users! We're aware that some of you are currently unable to open spreadsheet files from your Android and iOS devices. We extend our sincere apologies for the inconvenience caused. We're working on fixing the issue with highest priority

• Action Required: Migrate Your SQL Server Connection

  Dear Users, Following our earlier communication on the upcoming Zoho Analytics security updates affecting Microsoft SQL Server connections, we have revised our recommended approach. The previously shared cipher suite configuration is no longer the recommended

• Currency Change for Companies

  Hello FSM Team, We would like your assistance in changing the company currency for our UAE organization from AED to USD. Currently, all customers and users are configured with AED currency settings, and we would like to standardize the organization currency

• Accrual Data - Zoho Books API

  Hi Team, When we integrate Zoho Books with Zoho Analytics, we usually receive a consolidated dataset called “Accrual Transactions,” which contains all types of transaction data. Could you please confirm whether it is possible to retrieve this same data

• Bank Fees - Allow User to Choose Expense Account

  Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like

• Showing Cost Price and Profit Margin in PDF

  Hi there, We use two different types of quotes in our company. One is a version for our clients that does not include cost or profit margin information, and the other is for our internal team that includes profit margin and cost. We are running into an

• Side bar menu

  It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

• Syncing zoho books into zoho crm

  I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks

• Remove horizontal scroll bar

  Is there any way to remove or hide the horizontal scroll bars on the iframe reports? I removed columns, but it still stays there.

• Rich Text Type Format for Notes Field

  Has it been discussed or is there a way to insert a table in the notes field? We sometimes receive information in a table format, and it would be beneficial to have it in the same format as a note on a record. Moderation Update (12-May-26): We are working

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