Beste Community leden,
Zoals jullie weten lanceerde Zoho CRM deze maand
Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is een ingebouwde No-code designstudio, het enige wat je hoeft te doen is drag, drop en klaar. Om onze gebruikers te helpen bij het implementeren en begrijpen van de nieuwe Canvas functie, hebben wij deze online Q&A discussie over Canvas geopend op dit forum.
Hoe je kan deelnemen aan deze discussie:
- Stel vragen door een opmerking hieronder te plaatsen. Onze experts zullen hier dan mee aan de slag gaan!
- Deel je ervaring: Laat de andere community leden ook weten voor welke modules je Canvas hebt gebruikt en voor welke industrie.
- Inspireer de Community en deel je Canvas creatie! We zijn erg benieuwd naar jullie creatieve ontwerpen.
Hier vind je een aantal handige linkjes over Canvas:
Ben je ook al aan de slag geweest met Canvas? Neem dan deel aan deze discussie, we zien je reactie graag tegemoet!
Met vriendelijk groet,
Team Zoho Nederland
Recent Topics
Can no longer export as pdf
In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
Emails are going to notification folder and not in inbox
emails are going to notification folder and not into inbox
Zoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
Flow - Fetch info from drop down in another module
I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
Send WhatsApp voice messages from Bigin
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How can I prevent the Zoho Vault extension from automatically logging me out?
Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.
Zia Profile Summary now supports six languages and responds faster
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Multiple currencies - doesn’t seem to work for site visitors / customers
I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
Reopen ticket
Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply
Zoho CRM App - Links
Hi Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
Templates
Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive
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Finding missing records
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Zoho CRM - Option to create Follow-Up Task
When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
What is your opinion of the new UI?
Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
Addin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
Scheduled Reports - Do not send empty report
Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module
Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
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Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration
Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
Sending email notifications based on language
Hello. I would like to know how we can bypass the default notifications (which are just in English) for when a ticket is created/replied to/closed, to be in other languages, based on the language field in the ticket? I can create other email templates,
Custom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
Process between CRM and Campaigns to ensure double opt-in contacts?
I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
What's New in Zoho Inventory | August – October 2025
Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory
Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)
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Zoho Developer - Feature Request Platform
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Download a file from within a zoho creator widget
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Last/Previous month in relative date filter
In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=: 25-May~24 July Previous 2 months :=: 01-May~30-June Thanks.
Tags get removed from notes on mobile
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How to fetch custom fields for time entries in Zoho Project API v3
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In the new Zoho Projects API v3, we tried using
Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
VAT rates - exempt and out of scope
Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When
Zoho is blocking emails I subscribe to from one sender
About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot
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Very long loading times | bad performance [ZOHO DC: EU]
Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
Work Order Creation Issue
Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image
Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
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