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• Topic Participants

• Rodger Brehaut

• Vignesh Vel

  

• Samuel Ponraj P

  

• Sticky Posts

• Deprecation of certain URL patterns for published Zoho Writer documents

  Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

• [Announcement] Insert image from URL changes in Zoho Writer

  Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

• Introducing plagiarism checker in Zoho Writer

  Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here

• [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

  Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization

• Transitioning from MS Word to Writer: A complete walkthrough

  Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents

• Recent Topics

• [Webinar] Evolving BI & Analytics in the Age of AI

  Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations

• 請求書に添付されているファイルをAPI経由で取得する際の問題について

  Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");

• Zoho CRM and Books Integration

  Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending

• Zoho Flow to Azure Devops

  hi, i'm getting this when trying reauthorize the connection from Zoho Flow to Devops but when i look in Devops there is no service connection related to Zoho So i do not know where i have to renew the mentioned client secret..

• 533 Relaying disallowed

  When I try to send an email from my Zoho account, it gives me that error 533: relaying disallowed. What should I do? Please help.

• Sandbox - Your Secure Testing Space in Zoho Projects

  Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making changes directly in a live environment can disrupt production as it does not leave room for trial and error. Sandbox in Zoho Projects

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• 553 relaying disallowed invalid domain

  Hi, I have read the previous article but i am still facing issue , I have added all these in my domain manager under dns settings. type : cname host: zb14521202 value / points to : validate.zoho.com Can you please tell me why i am still facing same issue

• Announcing new features in Trident for macOS (v.1.18.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Retract sent emails. Whether you've missed adding an important attachment or

• Canvas View Change History

  We are trying to setup Canvas Views and it is really not a pleasant experience. It bugs a lot, some pages are just not accessible anymore and it shows that a view is just not editable because it shows a blank page, although when we open an actual record,

• Leadchain BUG

  Hello i have a problem with Facebook Leadchain. All of the information is populated correctly in the CRM, except the campaign. I want to add new leads to an existing campaign, but the lead is not added to the campaign even tough i have selected the campaign

• What is the use of the stage environment ?

  Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment

• Workflow Automation Instant Action

  Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For

• Live webinar: Transitioning from MS PowerPoint to Zoho Show

  What’s the first word that comes to mind when you think of presentations? For many, it’s PowerPoint. This has been the default for so many years that “PPT” has become a stand-in for “presentation.” But presentation needs are changing. And if you’re looking

• Assistance with Bulk Contact Import in Zoho Email Campaign

  I’m currently in the process of importing the Supermarkets customer list from Zoho Accounts into Zoho Email Campaigns. During the import, I’m being prompted to complete the "field mapping" section, but I’m unsure how to properly configure it to ensure

• Variables in Zoho Mail Signatures defined by Administrator

  Good afternoon, I'm looking at the Admin component of Zoho Mail, and I see we have the capability to define signatures for end users. We also have the ability to associate with multiple email addresses. Are we able to use any variables such as [FirstName}

• Sales Order automatic Convert to Invoice using boolean True or false

  It is possible to convert the Sales order to an invoice using a boolean field, true or false Example: I create a field in my Sales Order, I name it QBO Invoice, and the field type is Boolean, true or false. Let's say the default is false, so when I change

• Should I save dead quotes

  I work in vehicle transport, specializing in transporting vehicles for dealerships. My role involves collaborating with individuals at each dealership to facilitate the transport of their vehicles to customers and from auctions. My question is whether

• Create Full-data sandbox now in Zoho CRM

  Full-data Sandbox feature is being released in a phased manner, and is currently accessible to users of the CN (China Region) data center. Full-data Sandbox is now available for JP (Japan) DC. Full-data Sandbox is now available for SA DC. Latest Update:

• [Free introductory session] Get to know Zoho Bookings

  Hi everyone! Whether you’re just getting started or have been using Zoho Bookings for a while, there’s always something new to learn. That’s why our product experts are hosting a free live training session to help you optimize appointment scheduling for

• Free online training for Zoho Bookings

  Hi everyone! Whether you’re just getting started or have been using Zoho Bookings for a while, there’s always something new to learn. That’s why our product experts are hosting a free live training session to help you optimize appointment scheduling for

• Zoho Desk Validation Rule Using Custom Function

  Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?

• Custom sender email address - doesn't receive verification email

  Hello, We've just purchased the premium backstage license plan and are setting up a test event. However when adding a custom sender email address, it backstage doesn't send the verification email!? We've tried on multiple email addresses. Please advise

• Zoho Sheet - Option to disable "Embed" button when publishing a sheet

  Hi Sheet Team, I've noticed that when I publish a Zoho Sheet publicly, there is an option for the viewer to "embed" the sheet. There is no option to disable this button and my idea/feature request is to include a checkbox in the Publish settings to hide

• Quick resend/One-off send function

  Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under

• Advanced search for Spam tickets in Zoho Desk

  Currently there is no way to use advanced search in Zoho Desk to find content in tickets marked as spam. Please add this functionality! I believe this should not be the default, but a simple check box "Include Spam Tickets" would be helpful.

• How can I mark an account as VIP or similar for special treatment?

  I'd like to create a visual enhancement to mark an account as VIP in a way our agents can't miss it. What is your suggestion? Thanks!

• Is there a way within Desk to allow for this timeline overlapping?

  We're encountering an issue where contract timelines for the same client at the same location might overlap or follow each other sequentially. Since a single client can have multiple contracts, and we offer various contract types, is there a way within

• how can I change the font when I answer a ticket in zoho desk? thanks

  how can I change the font when I answer a ticket in zoho desk? thanks

• Lookup fields can't be used for anything important

  Hi It seems the lookup fields are mostly.... informative, you can at most link stuff between modules... You can't use lookup fields in blueprints, you can't use them in layout rules or anything... It that correct?

• Is it possible to add HTML or a button on email templates in Zoho Desk?

  Hello team, I am working on getting the best use out of Zoho Desk. I have noticed that when you hit 'reply' on a ticket, it comes with a small 'survey' to the recipient saying something like 'how would you rate your experience with us?'... so my question,

• Is it possible to add buttons on email replies to internal team members?

  Hello everyone, I am currently trying to set up some workflow rules to trigger when a ticket is created. I have noticed there is a button that can be added to email templates when sending email alerts from workflow rules, for example ${Cases.SUPPORT_PORTAL_BUTTON}.

• Widget function call not working – need help

  Hi everyone, I'm building a widget for Zoho CRM and trying to call a Deluge function from it using ZOHO.CRM.FUNCTIONS.execute, but it's not working. Here’s what I did: I created a Standalone function in Deluge. I'm calling it inside ZOHO.embeddedApp.on("PageLoad",

• Item bulk update

  Why is there no "pruchase rate" to select in the field selection ? We have far more purchase increases than we have selling price amendments !

• Can't lock timezone in new Zoho Bookings

  Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-person

• Can we customize the default client-facing icons?

  Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to

• Multiple team members to access one office PC

  Hello, We have a high-performance PC in our office that we use for resource-intensive tasks. All team members need to remotely access this PC from time to time. However, when I enable remote access for myself through Zoho Assist, the PC does not appear

• Zoho Bookings API, timezone is not recognized when passed

  Has something changed? Time zone is being passed through API but it is NOT being recognized. response is not showing time zonetime that was passed through request. This is an URGENT issue as it is preventing bookings! Seems like this is due to a recent

• Zoho Bookings: How to set a limit for maximum bookings per day?

  Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

• Zoho Booking API to update service for Assigned Agent

  Hi there, I have been testing and looking at the Zoho booking API for the Assigned Agent update from Zoho CRM for a long time. There is only a Fetch service request, but no updated Assigned Agent options. Does anyone know how to do that? PS: I can use

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