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• 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

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• Zoho CRM Forecast - Exclude certain Deals

  We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our

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• No Teamspace found in CRM Sandbox

  I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this

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• How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?

  Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.

• Search function in Zoho Sheet mobil app on android - not working

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• Zoho Analytics API Call With Pagination

  Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i

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• Max limit reached on Web Tabs for Zoho Projects

  Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners

• Global "Search" in FSM

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• inventory template

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• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the

• Want to setup automation

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• How to delete a Zoho CRM record in Creator?

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• What is VoC "Unique count", counting?

  Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.

• Document data extraction and import into CRM.

  I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us

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• Sync Books quote value into Deal amount

  I have books integrated into deals in CRM and I want to sync the quote value into the deal value automatically. Can anyone provide me some guidance?

• Remove hero banner

  Hi, I have seen this question asked before, but the answers posted have unfortunately not helped. I have a hero slide on top of my Zoho site that I now wish to remove. There is no option to remove this from my site and the show page-specific banner has

• Setting Kanban as default Task view

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• Custom Extension, create a trigger button in custom module to launch the app, or any workaround

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• クライアントスクリプト 新規作成を禁止する

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• 【Zoho CRM】Deluge による自動番号の開始番号リセット

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• What is the Use Case for Business Messaging when Live Chat already exists?

  Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the

• Como puedo mover un prospecto "Cliente" de modulo

  Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"

• Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

  Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

• Article Update Event

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• Kaizen #187 - Building a Timer and Worklog Widget (Part 1)

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• Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows

  Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team

• Ability to select Vendor Credits when creating Vendor Payments

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• Single payment link for multiple invoices or total due for a customer on Whatsapp.

  I want to send a single payment link for multiple invoices or total due for a customer on Whatsapp. Currently zoho books do not have this option . While sending WhatsApp template, payment link is created for particular invoice. I want to send WhatsApp

• Whatsapp Customer Statement and Outstanding

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• Adding google reviews

  HI , is it possible to add my google reviews to my zoho website ? Thank you 

• Display an image in Zoho reports report

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• GST Returns India

  1. Have been requesting that the documents issued section should be filled automatically. If other accounting software can do it ZOHO Books can. NOT ROCKET SCIENCE !! 2. There is an Issue with the Debit Notes not showing up in GSTR 1 ???  Sorry but this is unacceptable !! as a GST Suvidha provider and an accounting software developer both these errors are unforgivable. P.S: Another GST issue is that the GSTR 2 reconciliation has to be closed monthly to do the next month, Maybe ZOHO developers should

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