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• Sticky Posts

• Zoho Meeting is included in Zoho One now!

  Hello Everyone, For those who waited for the integration of Zoho Meeting with Zoho One, here is the good news. The integration has been completed and you can now add the Zoho Meeting application in your Zoho One portal. Edition included in Zoho One License You will get Enterprise plan of Zoho Meeting, using which you can host online meetings with up to 100 participants and webinars with up to 100 attendees. You will also get the cloud storage for 25 session recordings/user. Adding Zoho Meeting application

• Zoho Meeting Updates: Bug Fixes in Meetings and Webinars, and Desktop App Enhancements

  Hi there, We hope you are all safe and well. Following our previous feature release, we have added some enhancements and bug fixes for the improved functioning of Zoho Meeting. Let's take a look at last month's updates: Online meeting updates The microphone button remained active even when a user switched to phone audio. This issue has been fixed. An error caused the microphone status of participants to be wrongly displayed in the meeting toolbar and the attendees list.This issue has been fixed.

• V2.7: Introducing webinar co-organizers, enhanced screen sharing quality, choosing external webcam, region based dial-in number display and more.

  Dear All, Here comes the new updates from Zoho Meeting that are recently rolled out! We 're introducing co-organizers in the webinar, done major improvements in screen sharing quality and more.   Introducing co-organizers in the webinar You can now invite co-organizers to help you manage your webinar. Co-organizer can launch polls, answer questions, change presenters during the webinar, record webinar, view all attendees/staff and more. Learn more. Webinar CoOrganizers   Enhanced screen sharing quality

• Live webinar: A complete overview of Zoho Meeting

  Are you looking for ways to engage and communicate with large audiences? Learn how Zoho Meeting can empower you from conducting online meetings with your team to hosting webinars for your sales leads. Join us for a live webinar this Thursday at 8:30 to 9:00 AM PDT.   In this webinar, you will learn how to: Organize and host webinars Engage your audience with polls and Q&A Generate analytical reports Schedule and attend online meetings Record and share meetings and webinars Co-branding and user management

• Live webinar: A complete overview of Zoho Meeting

  Are you looking for ways to engage and communicate with large audiences? Learn how Zoho Meeting can empower you from conducting online meetings with your team to hosting webinars for your sales leads. Join us for a live webinar this Thursday. Here's what you can learn: Webinar scheduling and preparation Attendee interaction and engagement In-depth post webinar analytics Scheduling and hosting online meetings Managing your recordings Co-branding and user management Date: Thursday, March 29th, 2018

• Recent Topics

• US State abbreviations in Address fields

  In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not

• How to see Statement Details Shown in Unclassified Transactions in All Transactions?

  All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

• Bank Feeds Breaking Constantly

  Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

• Zoho Booking - TIN vs ATIN & ITIN

  Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer Identification

• Zoho Campaigns - Feature Request - Re-Send Existing Email Action in Automations/Journeys

  Hi Zoho Campaigns and Zoho Marketing Automation teams, I would like to suggest a feature that would make building and managing complex automations significantly easier. The Feature Introduce a “Re-Send” or “Send Existing Email” action within Automations

• Print Sales Orders, Purchase Orders or Invoices from API

  Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

• Timed addition to segments

  Hi there - hoping you can help me figure out a graceful way of doing this: • I want to add contacts to a Segment in Campaigns based on a Stage pick-list field value X in CRM - that bit's fine. The problem is that I only want to add them to the Segment

• Zoho Developer AI Agent = Claude AI + MCP Server + Zoho Ecosystem

  Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at Officehub Tech: ✅Claude + MCP Server + Zoho Creator Zoho Developer AI Agent – an AI-powered Zoho automation platform This solution connects Zoho applications with an

• 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

• Google Fonts Integration in Pagesense Popup Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

• CRM

  How do I build an email funnel of 10 emails with decision tree ie; if yes use this email if no use this email. Also I cannot figure out how to add more groups or see my whole groups. I've set up different groups like attorneys is one group of companies/people

• WebDAV support

  I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

• Replying from same domain as a catch-all?

  I have 2 domains setup on Zoho, both with associated email addresses. They look something like this: john@example.com (primary address) john@test.com (this domain also has a catch-all setup) I use the catch-all for test.com as a public-facing email address

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Internal Fillable Contract with Zoho Writer (Before Sending to Client)

  Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

• Standard practice rerun updated deluge function over existing recordes

  Hi folks, we have a function which is triggered via webhook from a third-party solution which then calls another api with a contact-id and gets a json payload back and then parses that data to custom fields in our CRM to the record id. As requirements

• Using a custom single line External ID form as merge fields in templates

  Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Import Quote from CRM into document in Writer?

  Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Can I convert MSG to HTML on Mac?

  Yes, you can convert MSG files to HTML on a Mac using software Aryson MSG file Converter. This tool allows you to convert Outlook MSG emails into multiple formats, including HTML, PDF, EML, PST, and more. It preserves all email content, attachments, metadata,

• Duplicate Leads Notification Help!

  Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

• Adding Calendar Display to Home Page

  I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this.  Is it possible to display the CRM Calendar on the Home Page?  

• Schedule a Call by Date and Time when a specific lead status is selected

  Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks

• Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

  Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

• Duplicate Leads Concerns with Round Robin and Lead Approval Process

  It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

• Private email threads

  When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the

• SLA Notification

  Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?

• Map: Output None

  Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in

• Use arbitrary images in deluge

  I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

• How to add "All Open AND Overdue" back to the Home Page Task Component?

  Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive

• Sync Attachments in Comments from Zoho Desk to Zoho Projects

  Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via

• Add a way to connect Log360 Cloud logs with Zoho analytics

  Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Funcionalidades y configuration ZohoDesk

  Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto

• How to call Functions and perform Write Operations using Page Scripts?

  Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?

• Connecting Airwallex in Zoho Books

  I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now

• Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

  Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these

• Button Duplication when emails forwarded or replied

  When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.

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