Digest Februari 2025 - Een terugblik op de Zoho Community van Februari

Beste Zoho Benelux Community,

Elke maand brengen we de Community Digest uit om onze gebruikers te informeren over de mijlpalen en talloze updates in onze producten. Februari markeert de start van de langverwachte Zoholics kaartverkoop, de viering van 100+ WordPress plugin integraties in Zoho Flow, de 10e verjaardag van Zoho Social, de nieuwe mogelijkheid om direct mail te versturen binnen de Cases module in CRM en de officiële release van LiveCase in Zoho Show. Laten we samen ontdekken wat er in de maand februari heeft plaatsgevonden in de Zoho Benelux Community!

Bestel vandaag nog uw tickets voor Zoholics 2025!

Zoholics Benelux en Nordics is eindelijk terug, en u kunt uw tickets nu hier bestellen! Met twee jaar in de planning, kunt u een echt  bijzonder Zoholics ervaring verwachten in 2025... 

Gedurende twee dagen voorzien wij u van informatie over onze nieuwste productreleases, actuele masterclasses van experts en inzichtelijke klantenpanels. Uw favoriete 1-1 sessies met technische experts zullen ook terugkeren, evenals een hal vol bruisende stands en interactieve ervaringen in ons expocentrum voor Zoho Partners. Het bekende lekkere eten, de geweldige goodies en de overvloedige netwerkmogelijkheden zijn vanzelfsprekend.

Maar we introduceren dit jaar ook een aantal nieuwe elementen voor Zoholics. We hebben een nieuwe locatie (hallo NBC Congrescentrum!). We organiseren een nieuwe awards ceremonie om bijzindere prestaties van onze klanten in het zonnetje te zetten. En de grootste verandering is dat we de traditionele tracks hebben ingeruild voor gecertificeerde productworkshops, zodat elk lid van uw team zijn of haar softwarevaardigheden kan verbeteren.

Bestel vandaag nog uw tickets voor Zoholics 2025 hier!

We vieren 100+ WordPress plugin-integraties in Zoho Flow

We zijn verheugd om een belangrijke mijlpaal met u te delen - Zoho Flow ondersteunt nu meer dan 100 WordPress plugin integraties! De Zoho Flow plugin in WordPress heeft ook 4000+ downloads bereikt. Deze prestatie komt slechts zeven maanden nadat we de 50 plugins in onze WordPress integratie galerij hebben overschreden. Met deze integraties kunt u workflows automatiseren tussen uw WordPress ecosysteem en meer dan 1.000 zakelijke apps. Van e-commerce en online formulieren tot marketingautomatisering en CMS, u kunt nu taken stroomlijnen tussen afdelingen en teams zonder afhankelijk te zijn van meerdere integratieplugins, aangepaste code of verschillende integratieplatforms. Ontdek alle plugins hier.

​

​

​Zoho Social wordt 10 jaar!

In de afgelopen tien jaar heeft Zoho Social zich ontwikkeld tot een krachtige tool voor het beheren van sociale media. Van LinkedIn tot WhatsApp tot Threads, de software stelt bedrijven van alle groottes in staat om eenvoudig hun social media accounts bij te houden en te beheren.

Er zijn belangrijke mijlpalen bereikt, zoals meer dan 10 miljoen verzonden berichten en meer dan 100 miljoen gepubliceerde posts... Dit wakkert het vuur van onze ontwikkelaars aan om te blijven groeien en de functionaliteit van Zoho Social te verbeteren, en er is ons verteld dat automatisering hoog op de prioriteitenlijst staat voor de komende tien jaar.

Van harte gefeliciteerd Zoho Social!

Lees de volledige aankondiging hier.

​

Direct e-mails versturen via de Cases module in CRM

De mogelijkheid om e-mails te versturen vanuit de Cases module, waar gebruikers reikhalzend naar hebben uitgekeken, is nu beschikbaar, net als in de andere modules. Cases is een module in Zoho CRM die speciaal is ontworpen voor het beheren van supporttickets. Als uw organisatie een helpdesk of een vergelijkbare tool heeft, kan een gebruiker de tickets direct vanuit de Cases module oplossen.

Voorheen moesten gebruikers naar de module Contacten gaan om een e-mail te versturen over een case. Bovendien verschenen bij het bekijken van gegevens van een contactpersoon alle e-mails die aan de contactpersoon waren gekoppeld, waardoor het lastig was om e-mails te vinden die betrekking hadden op een specifieke zaak.

In deze verbetering kunnen gebruikers ervoor kiezen om alle casusspecifieke e-mails te bekijken die naar de gekoppelde contactpersoon zijn verzonden vanuit de module Zaken, waardoor extra context wordt geboden. Gebruikers kunnen nu ook individuele e-mails en massamails rechtstreeks vanuit de module Zaken naar de gerelateerde contactpersoon sturen.

Bekijk deze verbetering hier in meer detail.

​

​

Maak kennis met LiveCast in Zoho Show

Naarmate de wereld digitaal verandert, verdwijnt vaak de menselijke maat in de manier waarop we dingen doen. In zo'n scenario kunnen persoonlijke contacten het verschil maken - of u nu uw volgende grote idee presenteert, een teamtraining geeft of een klantpresentatie geeft.

Eén manier om deze connecties op te bouwen is door uw publiek u te laten zien terwijl u presenteert. Om dit mogelijk te maken, introduceren we nu LiveCast in Zoho Show!

Met deze functie kunt u uw live video in dia's weergeven, zodat uw publiek zowel uw aanwezigheid als uw inhoud kan zien.

Ontdek hier hoe u deze functie inschakelt.

​

🎉 Word lid van de Zoho Benelux Community en blijf op de hoogte! 🎉

Blijf op de hoogte van het laatste nieuws, productupdates, exclusieve evenementen en nog veel meer. Bent u al lid? Blijf dan deelnemen en help de Zoho Benelux Community te laten schitteren! 🌟

Zoho Benelux & Nordics Team​

• Topic Participants

• Andre Shamray

  

• Sticky Posts

• Zoholics is weer terug in 2025! Save the date!

  Handen omhoog voor wie Zoholics vorig jaar heeft gemist! Wij ook! Als u nog nooit bij Zoholics bent geweest, leggen we het hier uit zodat u deze kans niet mist. We zijn blij u te kunnen vertellen dat de plannen voor de grote terugkeer van Zoholics in

• Welkom bij de Zoho Dutch Community

  U bent van harte welkom bij de Zoho Dutch Community. Deze Community is gericht op Zoho gebruikers uit Nederland en andere Nederlandstalige gebieden. Wij zullen hier de nieuwste updates en verschillende Tips & Tricks over onze diverse producten met u delen.

• Community Digest: Samenvatting van December 2022

  Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren

• Community Digest: Samenvatting van November 2022

  Beste Community leden,   Het is alweer December, we gaan de laatste maand van 2022 in. We kijken graag samen terug op de maand November en wat er in deze maand is gebeurd binnen de Zoho Dutch Community.   Tijdens de Zoho Creator Meetup hebben onze gebruikers

• Community Digest: Samenvatting van Oktober 2022

  Beste Community leden,   De maand Oktober is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze afgelopen maand is gebeurd binnen de Zoho Dutch Community.   Na Zoholics zijn wij direct aan de slag gegaan met het organiseren

• Recent Topics

• How to change Zoho Vault password

  I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

• Zoho Workdrive - Communication / Chat Bar

  Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

• When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

  Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates

• Where to Add Machines as Products to Map with Assets in Zoho FSM?

  implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

• Show Zoom Link in Recipient's Calendar

  We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

• Zoho Bigin - should be able to link a "contact" to multiple "companies"

  Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add

• Does Thrive work with Zoho Billing (Subscriptions)?

  I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

• Radio button data won't update

  Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field

• Introducing Global Sets for easy management of similar picklists in CRM

  Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields. Update (Sep 2024): We've increased the maximum count limit for global sets. These new limits

• No Ability to Rename Record Template PDFs in SendMail Task

  As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

• New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

  Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations

• 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

• Zoho Books - New Interface keep details with PDF View

  Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

• Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

  Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range

• Condition based aggregate fields in subforms

  Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.

• SalesInbox

  Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail

• Print labels on selected view

  How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!

• Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

  Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price

• Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

  Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

• Printing Client Lists

  I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.

• Qwen to be the default open source Generative AI model in Zoho Desk

  Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).

• ZOHO Blueprint and Workflow

  Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the

• Zoho CRM Participants Automatic - Invite Using Deluge

  Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",

• Greek character in Deluxe script

  Hi, We have been using a script since 2022 which replaces characters in Greek contact names using replaceAll. Since this morning, all the Greek characters used in the script have turned to question marks. I tried retyping the characters, copy-pasting

• Work Order Assignment for Engineers Handling Their Own Requests

  I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an

• Experience Zoho Show on Mac now!

  Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.

• 【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数（Deluge）のようにスクリプトを記述して高度な自動化を実現することもできます。

• Kiosk Button Actions

  I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).

• Dependent drop-downs... how?

  Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport

• Reporting Limitation on Lead–Product Relation in Zoho CRM

  I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related

• Series Label in the Legend

  My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in

• Dynamic Signature - Record owner

  Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

• Set Warehouse based on Vendor

  Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

• Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network

  Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.

• Add System Pre-Defined Lookup Field to Subform?

  Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

• Numbered / bullet point List in Zho Cliq

  Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...

• Cannot Access Subform Display Order in Deluge

  As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,

• How many groups in Zoho Mail can I make?

  I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!

• Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

  Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,

• Already have Zoho account. Not letting me log in

  I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, it

• Next Page