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• GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

  ¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la

• Recent Topics

• Mass copy contents of one field to another

  We have a custom field in our layout with contents that we need to move to a new custom field replacing the current one. Is there a way to mass copy them so we don't have to do it manually for each individual task?

• MX Records Problem

  We have been using Zoho Mail for about 1 year. We changed our hosting company in the past weeks. We also transferred all MX, TXT-like records. It went smoothly for a while, but then we got an MX error. Although we reconfigured it again. It does not validate

• KPI comparer nombre affaires ouvert entre deux périodes

  Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai

• Add a canned reponse system

  Canned responses are vital for companies that need to send the same answers to multiple tickets with placeholders such as adding the ticket creators name, etc. Currently, there is no such system in Zoho Desk which is a huge inconvenience to us as we either

• Unearned Revenue

  Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i entered

• "CRM for Everyone" new user question

  I am new to Zoho CRM and have been working on configuring it this week when yesterday I noticed a banner ad for "CRM for Everyone" early access and have a few questions. Is this a beta of a new interface that I will be receiving in the future or is it

• What's New - February 2025 | Zoho Backstage

  Hello there, Welcome to this month's Zoho Backstage update! While we've rolled out some exciting new features and enhancements, our primary focus this past month has been on enhancing stability and squashing bugs. We've been diligently working behind

• So poor customer service from Zoho

  We've been customer of Zoho since 2017 and were currently experiencing some development growth and we've been needing support form you but, Have been unsuccessful doing so... I need you to guide me on how your customer service work, times, calls frequency,

• Cash Basis VAT RETURN REPORT Required in Saudi Arabia

  Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic

• Impossible to categorize a vendor payment with an invoice getting the message: "The total amount does not match with that of the uncategorized transaction."

  This message does not make sense to me and I'm stuck with all my bank transactions. Anyone has faced the same issue?

• Update field with selected date, not execution date

  Hello, I would like to know how to set up a workflow or function to return a selected date from a module and update the respective canvas field with that date. I do not want the date to be the execution date as the selected date can be in the future or

• Email storage usage - how is it calculated

  Hello, I have gotten a notification that one of my users is approaching the max 5GB for her email account. Looking at the usage, the mail storage report shows her using 4.25GB. The folder view also shows a total usage of 4.25GB. However, looking at individual

• YouTube video on how to create an extension using Zoho Sigma

  Hello developers, As you might know, when users of the Zoho Finance apps need additional features or functionality beyond what is available in the apps, they go to Zoho Marketplace to see if their requirements can be met by installing any of the available

• Canvas button for related record.

  Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to choose

• Bigin iOS and macOS app update: Signals

  Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens your

• How to Apply retainers automatically to scheduled regular invoices when sent

  I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice to

• whatsapp notification is not triggered on workflow rules Zoho CRM

  I create a checkbox field like this this field is used to store boolean value if a lead needs to be sent a Whatsapp template or not. I create a deluge function to make it selected or not. if a lead is created by Whatsapp (Business Messaging) at 6:00 PM

• Team Inbox Email Insights

  Hey Did anyone of you found out if it's possible todo email insights tracking eg. (open, clicked etc) while sending emails trough Team Inbox which is connected to Zoho CRM?

• [New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

  Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates

• Expense and Income general ledger accounts not showing as options

  Expense and Income general ledger accounts not showing as options when I enter a check for payment or check of deposit. How can I enter checks and assign to the correct GL accounts?

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Getrecords in deluge can't get record which in approve process?

  Hi , I found getrecords method can not get records which in approve process? Is it true or it something else?

• Making Email More Secure: Understanding DKIM and SPF

  Imagine you’re sending an important letter to a friend. You write your message, put it in an envelope, and drop it in the mailbox with your address (From Address) and your friend's address (To Address). But what if someone along the way tampers with your

• Unable To Score Quizzes Created From Question Bank In Zoho Learn Courses

  I am unable to publish results from quizzes learners have completed through Zoho Learn Courses. Details: Quiz created with question bank Learners finish and submit quiz I am able to review and mark scores for questions, but the scores are not recorded

• How would you improve this lead life cycle scheduled function?

  void schedule.IntegratedLeadProcessing() { // STEP 1: Retrieve Leads from CRM leads = zoho.crm.getRecords("Leads",1,200); if(leads == null || leads.size() == 0) { return; } // STEP 2: Process Timeline Engagement & Update Lead Status currentDate = zoho.currentdate.toDate();

• Email Sequencing

  Bigin desperately needs Email Sequencing. We have to buy other software to do this and bigin doesn't sync with many outside software. Email Sequencing means if someone doesn't reply/open/click an email, it can automatically send another (or a few) after

• Usuários do Zoho Recruit no Brasil

  Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?

• Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

  Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello

• Add discount column to zoho books quotes

  I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column

• Zoho Client form visible before pressing book appointment in Zoho Booking

  Is there any way to have the Client form (name/phone) visible before pressing book appointment in Zoho Booking? I just want to be able to fill out the client info form before selecting a time to book an appointment thanks

• Request : Icons/Symbols/None for Events

  When creating events it's distracting that it uses the first character as an icon. It would be greate to be able to customise/brand this section as well : Example : the characters 3 and C in the coloured block looks inconsistant

• Calendly Maximum bookings per day

  This is a simple feature and I'm not sure why zoho bookings hasn't implemented it already. You set a maximum bookings per day (by consultant and/or by service). Calendly offers this in their free plan. This makes sure your schedule doesn't get 8 hours

• A consultant with different working hours for each workspace

  As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right

• Date format in the Account settings are not reflected in other applications

  The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone

• Multiple Bookings

  Are you able to add multiple booking functionality so that if a client is booking multiple services in a single appointment, they can do that and only pay once rather than book and pay for each service separately?

• Zoho Bookings NOT Reflecting Accurate Timezone Settings

  Hi - I am having issues with Zoho Bookings, as the timezone that is showing on the live page is not reflecting the customer’s time zone (see screenshot showing 12:15pm scheduled meeting with 11hr difference reflecting the same timezone MST). I have updated

• Integración de Zoho Bookings en Shopify

  Hola, ¿alguien sabe si es posible integrar la aplicación de reservas de zoho en shopify? no quiero decir incrustrar la página de reservas en la web de shopify, sino integrarla en el checkout de shopify y vincularla con los productos-servicios de la web

• Integrate zoom with zoho bookings please; or add optional times in zoho meetings

  Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.

• How to show dynamic icons on Zoho Creator page

  Good day! Suppose I have three KPI panels at the top of a Zoho Creator Page. Each panel compares a current year metric to a prior year. How can I dynamically display an up or down arrow icon next a metric? 1. I tried creating a page variable with the

• Workflows User based or Organization based

  Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? B

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