Introducing: Community Learning Series | Digest #1 - May 2020

Introducing: Community Learning Series | Digest #1 - May 2020

Dear customers,

We hope you are staying safe and healthy.

Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series!



Welcome to the first edition of our digest! Each edition of our community digest includes guides and articles, general discussions, webinars, product news, and much more! Read on to find:

1. Upcoming Webinars

These are hosted by our in-house product experts. Feel free to join any of these:

      1. Essential business survival guide during COVID-19
      Date: Wednesday, May 20, 2020
      Time: 12 PM - 1 PM EDT
      Register here: https://zoho.to/ZF_digest

      2. Subscription management made easy with mobile apps
      Date: Thursday, May 21, 2020
      Time: 10 AM - 10:30 AM GMT
      Register here: https://zoho.to/VHp

      3. [For Canadian users] Legal perspective on commercial tenancy issues in the midst of the
      pandemic

      Date: Thursday, May 26, 2020
      Time: 1 PM - 2 PM EDT
      Register here: https://zoho.to/41y 

      4. How a recurring billing tool can improve customer retention during a crisis
      Date: Thursday, May 28, 2020
      Time: 10 AM - 10:30 AM GMT
      Register here: https://zoho.to/wPS


2. Tips and Tricks

Some of you might be already following the Tips and Tricks posts in our community. Each edition of the digest will highlight one of those posts so you can try the tips and post questions if you have any.


3. Integration Spotlight

Just like communication among the members of a community can bring a new perspective on things, communication between your business apps can offer you new possibilities!

In this edition of our community digest, we are focusing on our Slack integration.



By integrating your Zoho Subscriptions account with your preferred Slack channel, your team gets notified automatically about important events like lost opportunities and payment failures, to help you reduce churn. To find out how to connect these accounts and start receiving real-time notifications, check out our integration help document.

4. COVID-19 Business Resource Center | Zoho Finance
To help you manage your finances during these challenging times, we’ve put together a set of resources including recent government updates, articles, and informative webinars. You can find them in our COVID-19 Business Resource Center.

5. Customer Corner
This section is our favorite—it's exclusively for sharing the success stories of our customers, one customer at a time. In this edition, we would like to share the story of Reeder Media, a digital agency based out of California.

Reeder Media cut down their processing time on subscription renewals by 75% and eliminated postage charges completely after adopting Zoho Subscriptions for their billing. Read the complete story.

If you'd like to have your business featured on this section, let us know in the comments and we will get in touch with you!

Before we wind up, we have some good news to share—Zoho Subscriptions has been recognized as a High Performer by G2, the popular software review site, among other accolades! Check out the full list of awards. Show us some social media love while you're there—retweets will bring a big smile to our face! This recognition would never have been possible without you, so a huge thanks to every one of our customers.

Stay tuned for our next edition of #CommunityDigest!

You can also follow us on Twitter, Instagram, or Facebook to stay up to date. 

Was this a good read? Would any other information be useful to you? Do let us know in the comments.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions


    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides
    • Recent Topics

    • Search handwriting using sketch card and OCR

      Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks
    • Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

      Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool
    • Recovering a note

      Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks
    • Unable to schedule posts!

      Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta
    • SPF, Zoho Books, Send from my domain

      I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.
    • How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

      We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at
    • One Place for All Your Automation Needs

      All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.
    • header and footer for templates

      Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois
    • Onboarding Zoho sign documents?

      I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part
    • Automate Pricebook per Customer

      Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
    • Automate pricebook per customer

      Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
    • Automate pricebook per customer

      Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
    • Document Tracking

      Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings
    • Apply partial payments to invoices from the Banking Module

      We need this! Why is this not possible?
    • Forecast UI improvements

      Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could
    • Missing services/ features / buttons

      Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record
    • [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
    • Episode I : Exploring the World of Custom Functions in Zoho Desk

      Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory
    • Free Webinar - Overview of Zoho Sign and latest updates- May 2025

      Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.
    • Multiple Forecast configurations

      Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue
    • Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

      Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions
    • Basic campaign set-up

      I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to
    • Add template Categories Qoutes sendmale

      Is there other way to add other template categories in sendmail qoute?
    • Report categories not appearing in pie chart

      I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968
    • Asking for the implementation roadmap or step-by-step guide

      Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
    • Sort By Date - Deluge

      I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +
    • Automatic needs analysis for the Deals module

      Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed
    • Odd differential in Accounting and Physical Stock

      Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1
    • 7008 Request rate limit exceeded. Please retry again later.

      Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated
    • Tip #34- How to Configure Proxy Settings for Unattended Access in Zoho Assist- 'Insider Insights'

      Hey Zoho Assist Community! For those using Zoho Assist's Unattended Access feature, you may come across a need to configure your device through a proxy server. This setup is particularly useful if your network requires strict proxy configurations for
    • Let's Take Custom Slideshow A Step Further!

      Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of
    • Copy Address button customisation

      Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.   The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.   On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:   In Potentials I need to display ·         Physical Address only   In Accounts I need
    • Add Ability to Set Full Name When Inviting Users to Private Client Portals

      Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access
    • email address issue

      Hi! I am start using zoho to start my company's email marketing campaign, but I can not send the email because is showing that Your email address is already configured as a sender address in another account. But I created a new business email address
    • Can Zia summarize fields?

      A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within
    • Difference between the file extensions .zdoc and .zwriterlink

      I am using Workdrive TrueSync on my windows pc to open files directly from my windows without having to open them from the workdrive web. But, I found something strange, I also have the zoho writer app installed on my windows and if I create a document
    • Deluge should permit a connection to be set with a variable

      Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,
    • Items (products) Export to PDF Feature as a Catalog Generator

      Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,
    • Allow SO Item table to search other fields in items to make entry easier

      We have thousands of items, some of which need to be entered on the fly by desk people. We don't want abstracts like the vendor's part number in our SKU or Item name. It would make order entry much easier if the context search in the items table would
    • Zoho Inventory Amazon Integration

      The Zoho Developer Account is not valid for Amazon UK and returns this response whilst set up: This Developer Account Number 861444729264 is not valid for the GB marketplace
    • Next Page