[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter

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• Solutions to Success - Jason

  

• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• Amazon invoice in Zoho Books

  I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

• How can I change iOS display setting at night?

  It seems like at night the two light daytime settings themes (white with blue on top or just white) are not available and I am forced to choose among a few other colours that I really don’t want, I.e., black, blue or orange. Is there a way for me to always

• Celebrate WWW day with Zoho Desk

  Let's recall the times when we learned 'WWW' stands for World Wide Web. Whether you like to call it wuh-wuh-wuh or double-u double-u double-u, or World Wide Web, we all owe a lot to this groundbreaking invention that reshaped how we connect, communicate,

• The power of camaraderie

  In the days before the internet boom, conversations happened face-to-face or over the phone. Phone calls were precious; every minute counted, and every word mattered. We looked forward to those moments of real connection. Even today, nothing quite matches

• Message Content is missing/invalid fault

  We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failure

• Können bereits gesendete Kampagnen im Nachhinein einer Mailing-Liste zugeordnet werden, ohne dass die Kampagne erneut versendet wird?

  Wir haben unsere älteren Kampagnen in Campaigns über Kontaktkategorien versendet. Dann haben wir umgestellt auf Mailing-Listen, damit alte Kampagnen auch in einem Archiv aufgerufen werden können. Jetzt ist die Frage, ob die Kampagnen, die über die Kategorieauswahl

• Newsletter Templates Are Not Mobile Responsive

  Hi, I've already submitted this request to ZOHO once this morning, but for some reason your system logged me out, wouldn't accept my username/password login, and isn't showing any evidence that I've submitted this issue. So here we go again... I am under the impression that your newsletter templates are supposed to be mobile optimised: https://www.zoho.com/campaigns/blog/responsive-email-marketing.html This is clearly not the case, as the last 2 newsletters I've created in Campaigns look perfect

• Digest Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour à toutes et à tous, Zoom sur les nouveautés de juillet dernier au sein de Zoho Community France. Zoho Commerce vous propose une expérience améliorée grâce à sa nouvelle interface ergonomique et à ses fonctionnalités avancées, conçues pour faciliter

• 100 Rows in a Subform is too limited

  We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a

• Uninstall unattended agent

  Hello, I'm testing many use case before we purchase assist for our remote support. While we are testing what is the proper way to uninstall agent?  I did uninstall from systray, from windows control panel but still ZohoURservice is running. How can I uninstall client side?

• Zoho Commerce Down?

  Is anyone else's storefront down at the moment? Ours has been down for at lease an hour.

• Zoho Projects iOS app update: Dashboard widget on the home screen

  Hello everyone! We are excited to introduce the 'Dashboard' widget in the latest version(v3.10.8) of the Zoho Projects iOS app. Dashboard widgets allow you to view the project progress visually without having to open the app. The widget enables you to

• Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)

  Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.

• Auto add new section based on document choices

  Hi team, I'm wondering if the below is a possilibity within Zoho sign. We have an application process to become a customer of ours, we currently use Zoho Sign to manage this application and this works quite well. However, if the customer indicates 'YES'

• Change rate after xxxx kilometers

  Is there a way to change the miileage rate after a certain mileage. After 5000 kilometers, we want the rate to automaticly change. Thank !

• Subform Entry Limit from a Subform Field (A different Subform on the same Form)

  Hi, I would like to be able to use a Subform 1 Field as the Dynamic Entry Limit for Subform 2. Even better would be able to use some code with the values, so for example using the Subform 1 Qty Field as the Max Entry limit for Subform 2, BUT only the

• Slow Zobot response time

  Hi, We launched the Zobot on our site to sit along with the regular Live Chat but had to take the Zobot down as the response time was very slow. The bot was slow to begin then once the chat had been initiated the response was very slow. The bot typing

• how to show data of 3 table in pivot

  Based on engineer name i want to get the data from 3 different tables like Service , amc, installation , but Every table contain Engineer name As Common , based that from the service table i want to take service amount , and count of service based on

• Custom Status for Purchase Orders

  Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

• Ask the Experts 22: Scale up your customer support with integrations & extensibility

  Hello everyone! The foundation is set. Build the beams. Raise the pillars. Set the walls. The Zoho Desk architecture stands tall. Let's discuss integration within Zoho Desk, extensions from the Marketplace, creating connections between Zoho Desk and other

• Is there no way to duplicate an entire workflow or even custom function across multiple departments?

  Is there no way to duplicate an entire workflow or even a custom function from one department to other departments, like it is done for field duplication from one department layout to other department layouts?

• Automated reply on any new ticket raised by customer

  Hi ZohoDesk team, Can we set up an automation so that whenever a new ticket is created against our support email; ZohoDesk immediately sends our standard acknowledgement, including the expected TAT for resolution? If that’s possible, could you share the

• Zoho equipment rental - just like Booqable

  Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable

• Profit Margin Scheme

  I'm a tourism company operating in the aviation and outbound tourism sectors. Typically, taxes are 0% as our operations are outside the country. However, the state has now imposed a tax on the profit margin. This means if the selling price of an airline

• Visibility and Enforcement for Outdated Plug Parameters in Zobot Canvas

  Dear Zoho SalesIQ Team, Greetings, We’d like to suggest an important usability and quality improvement for working with Plugs inside Zobot. Current Behavior: When we update the code of an existing Plug, any Zobot card using that Plug requires manual resaving.

• Announcement: Zoho DataPrep to Deprecate Password-Only Authentication for Snowflake Connections on July 31, 2025

  As part of our ongoing commitment to security and in alignment with Snowflake's pledge to the Cybersecurity and Infrastructure Security Agency (CISA) Secure by Design initiative, Zoho DataPrep will no longer support single-factor password authentication.

• The same Contact associated to multiple Companies - Deals

  Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

• Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

  I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but

• Wise integration in Zoho Books

  Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team

• Error Message: None of the rows can be imported

  I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,

• Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment

  so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from

• Not able to item an item to non taxable via api, despite sending is_taxable as false

  Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!

• Collection & Payment Mapping Automation

  We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients

• Nested Sub-forms (Subform within subform)

  Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R

• Restore Trashed Records Anytime Within 30 Days

  Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

• Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

  I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert

• Applying EUR Payments to USD Invoices in Zoho Books

  Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in

• How to prevent users from editing mail merge templates from Zoho crm

  We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho

• Customer Addresses cannot be edited/deleted in invoices

  In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added

• Custom Fields connected to Invoices, Customers, Quotes, CRM

  I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?

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