Tips And Tricks - Announcement

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• Sticky Posts

• Tip #4 : Refer and Earn Workflow system for your Subscription Business

  Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

• Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

  Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

• Tip #3 : Send SMS Reminders for your Subscription Business

  Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

• Tips And Tricks - Announcement

  Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

• Tip #6 : Accessing external URLs from Zoho Subscriptions

  Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

• Recent Topics

• Allow Text within a Formula

  Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

• Change Number Field to Decimal Field

  Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

• Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

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• Add specific field value to URL

  Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

• How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

  Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

• Zoho Social - Feature Request - Non-US Date Format

  Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.

• In arattai received message can't be deleted

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• Zoho CRM Community Digest - December 2025 | Part 1

  Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t

• Marketing Tip #15: Rank better with keyword-rich URLs for product pages

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• Custom Module Send Email not filling To automatically after adding Email field also

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• Introducing Intake Forms

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• Manage control over Microsoft Office 365 integrations with profile-based sync permissions

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• eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

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• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Add Israel & Jewish Holidays to Zoho People Holidays Gallery

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• Any update on much requested feature, to delete attachments without deleting the e-mail body?

  People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

• How to delete attachments form Zoho mail accounts

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• Unable to fetch ticket by custom field value

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• Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

  Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

• What's New in Zoho Inventory | Q2 2025

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• Zoho POS App Hanging Issue – Sales Becoming Difficult

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• Writing by Hand in "Write" Notes

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• "Spreadsheet Mode" for Fast Bulk Edits

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• How can I add a comment to an existing ticket via API?

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• Suministrar accesos

  Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments

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• Zoho Social - Feature Request - Reviewer Role

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• Zoho Books/Inventory - Update Marketplace Sales Order via API

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• Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

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• Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

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• BARCODE PICKLIST

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• Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

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• How do I create an update to the Cost Price from landed costs?

  Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

• VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

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