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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

• Ticket owner for desk ticket can't be set using Zapier "Create ticket" function.

  I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if I

• CRM deals help!

  We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probability

• Department Customization Copy/Paste

  Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Chatbot hang in establishing connexion with customer service

  Hi, When a user try to converse in the chatbot, the bot hang trying to establish a connection. Here are the errors in the console : POST https://salesiq.zohopublic.eu/visitor/v2/notariel/conversations 400 (Bad Request) And also this error : { "error":

• Projects Integration - how can I bring the submitter of the form into Zoho Projects?

  I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the Projects

• Zoho Sheet View

  Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?

• Linkedin - Recruiter System Connect

  Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

• Forms choice-based field rules multiple primary fields

  Will you be adding the functionality of being able to choose more primary fields in the choise-based field rules? For example: I have 3 fields: Type, CPU, RAM When i choose: Laptop, i5 it should show 16GB of RAM as the option. But when i choose: Desktop,

• MULTIPLE SUPPLIERS

  I am a wholesale/retail business that has thousands of inventory lines that we buy from multiple suppliers. I would like to do the following: Be able to quickly identify suppliers with their MPN's, costs and lead times in the product screen so that i

• How to filter dynamically in query table report?

  I created the tabular view report using the query table below. How can I do if I want to add Invoice Date filter in the report and pass the value to this query? SELECT "Customer ID", SUM("Total (BCY)") as "Total Sales (BCY)", COUNT("Invoice ID") as "Total

• Reply All function omits the full list of original To and Cc recipients in the email body

  When using "Reply All" in Zoho Mail, the email body only shows the sender's details (e.g., "John Doe wrote") without listing the original To and Cc recipients, making it difficult for recipients to see the full email thread context. This differs for example

• not able to hit inventory api

  when i hit the api with my account keys and the access is provide by the client

• How i can move the records from blueprint A (inactive) to new blueprint B (Active)

  Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo

• IndiaMART Integration for Zoho CRM

  If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM

• Tip #17: How to mandate partial payment for your appointments

  When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

• Shout out Canvas!

  If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.

• URL for job opening

  I would like to ask you to add this feature to the product: create an unique url for each job opening on Zoho Recruit, so that I can add a link to it when I post the opportunity in a mailing list or on a forum.

• "Pinning" a Note

  It would be really helpful to have a way to "Pin" a note to the top of the notes section. This is really important when you have something important about someone and do not want the note to get buried farther and farther down the note stream. For instance:

• Content Optimization

  Write engaging, high-quality content with a focus on user intent. Maintain a good keyword density (~1-2%). Use structured data (Schema Markup) to enhance search visibility (e.g., FAQs, reviews, events).

• Email Alerts for Schedule Failures in Zoho CRM

  Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve

• Enhanced Apply with SEEK: Now with JobStreet & JobsDB

  We're thrilled to introduce an enhanced Apply with SEEK feature, now supporting JobStreet and JobsDB integration. This update extends its reach across APAC countries, offering a seamless application process for candidates and greater hiring efficiency

• Caso de Uso | Cómo Surus - Escrapalia aceleró sus operaciones con Zoho CRM Plus

  "Me quedo con Zoho seguro. Es una herramienta súper potente que comunica todos los CRM. Toda la información sale de un mismo núcleo" - María José Muñoz, Responsable de Recursos Humanos en Surus - Escrapalia. ¡Hola, Español Zoho Community! ¿Alguna vez

• Email Numero de telefone

  Bom dia a todos. Como eu altero o numero de telefone da minha conta? Estou tentando logar minhas contas e depois do envio da OTP por email é enviado uma OTP para meu numero antigo de telefone. Atualizei meu numero e gostaria de remover o antigo e adicionar

• Introducing Form Rules

  You can now customize your Webforms and the Candidate Application Form using the all-new Form Rules. This lets you add flexibility and control by enabling conditions and actions based on candidates' input. Why use Form Rules? Form Rules empower you to

• Help with order importing, manual order creation, and how lookups work and Zapier integration to retrieve orders via webhooks

  Hi I've been trying to import orders from my ecommerce package. I have set up a CSV file with some sample orders and have been trying to match the fields. I created new fields - see images (also a copy of the CSV). But I am getting orders skipped because

• Test emails are not sent

  Good evening, I've been trying to send test emails to test my campaign to a few emails. Every time, I got the message that the test campaign was sent successfully but no email is received at all. It's not even in the spam folder. I tried to change the

• CRM workflow to trigger Zoho Sign (One)

  Hi,  We have had integration in the past with SignNow in our standard CRM. A onboard would fill out name and address and in turn this would trigger a webhook out of Zoho CRM into Zapier and to SignNow. We've recently upgraded to Zoho One and cannot find anyway to automate the Sign process from CRM to Zoho Sign, is this possible?

• Anyone Using Gusto Payroll w/Zoho Books? What do you think?

  Its very clear from doing research that Gusto is far superior to any other payroll provider. Thinking of switching over them them. Before doing so: Anyone using Gusto and Zoho books now? If so, what do you think? Do they work well together, not work well,

• Syncing payroll from Gusto to Zoho Books

  We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from Gusto

• Zoho Books Price list associated to a cusomer

  how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer

• Attach image from Creator Subform to Deal

  Can anyone help me figure out how to attach an image from a creator subform to a Deal? I have read through all of the documentation and can't find anything for my specific scenario. Everything I have found is attached from the Creator form (not subform)

• Getting duplicate messages saved to 'Sent' folder

  When I send a message from Android phone (K-9) imap client or when I send a message from Windows using Thunderbird, two identical copies of my outbound message are saved to Sent folder. When I send a message from zoho web mail page, I believe there is no duplicate of my outbound messages. Have I misconfigured something?  What do I need to do to fix it? thanks! Linda

• Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM

  Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date.   Custom repeat types can be configured

• Populating Lead ID in Deal Record

  I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversion

• Home Page Layout Suddenly Changed; How to Remove Open Activities

  Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities

• Unlocking New Horizons: A Year in Review

  As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

• Zoho Books | Product Updates | October 2024

  Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting

• How can i get and update Multi-Select Lookup field through API?

  Hi! How can i get and update Multi-Select Lookup field through API from/in  Custom Module?

• End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, 10.13, and 10.14

  Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, 10.13, and

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