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• Sticky Posts

• Zoho People 2.0 Help Manual

  Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Recent Topics

• Cannot send a Campaign. No Send or Proceed button

  I have built a Campaign. I had to drop Leads and only use Contacts because only one group can sync. But now I do not see any errors but I do not see anyway to proceed with sending the campaign?

• Accounts module not displaying in Campaigns sync

  When syncing CRM to Campaigns, I can only sync Leads and Contacts. Accounts module is setup and not sure why I can't select it. I won't be able to make segments for all our email campaigns. What is the resolution?

• Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module

  I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type is

• How to create Business initiate chat in Whatsapp SalesIQ

  Hi, is it possible for us to create a business initiate message to our customer via Whatsapp SalesIQ? We need this feature to create Whatsapp Campaign for our customers. Thank you

• Simplify ticket replies with intelligent writing and content analysis tools

  Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.

• Zoho Books - Feature Request - Show Custom Template Preview

  When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional

• run a macro on a contact that bounced from crm email merge

  how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?

• Search handwriting using sketch card and OCR

  Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks

• Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

  Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool

• Recovering a note

  Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks

• Unable to schedule posts!

  Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta

• SPF, Zoho Books, Send from my domain

  I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.

• How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

  We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at

• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• header and footer for templates

  Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois

• Onboarding Zoho sign documents?

  I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

• Automate Pricebook per Customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Document Tracking

  Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

• Forecast UI improvements

  Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

• Missing services/ features / buttons

  Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

• [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Episode I : Exploring the World of Custom Functions in Zoho Desk

  Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory

• Free Webinar - Overview of Zoho Sign and latest updates- May 2025

  Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.

• Multiple Forecast configurations

  Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue

• Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

  Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions

• Basic campaign set-up

  I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to

• Add template Categories Qoutes sendmale

  Is there other way to add other template categories in sendmail qoute?

• Report categories not appearing in pie chart

  I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968

• Asking for the implementation roadmap or step-by-step guide

  Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• Automatic needs analysis for the Deals module

  Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed

• Odd differential in Accounting and Physical Stock

  Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1

• 7008 Request rate limit exceeded. Please retry again later.

  Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated

• No Incoming Call Notice - SalesIQ Mobile App

  Hi there! When a visitor selects Call instead of chat, I do not receive notifications of incoming calls on the SalesIQ mobile app. I receive a notice of a Missed Chat after the visitor hangs up. I think the Calls are still in Beta? It is a pretty cool

• Tip #34- How to Configure Proxy Settings for Unattended Access in Zoho Assist- 'Insider Insights'

  Hey Zoho Assist Community! For those using Zoho Assist's Unattended Access feature, you may come across a need to configure your device through a proxy server. This setup is particularly useful if your network requires strict proxy configurations for

• Let's Take Custom Slideshow A Step Further!

  Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of

• Copy Address button customisation

  Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.   The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.   On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:   In Potentials I need to display ·         Physical Address only   In Accounts I need

• Add Ability to Set Full Name When Inviting Users to Private Client Portals

  Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access

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