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

    • two columns layout

      it's actually frustrating to not have this feature, I actually had to convince my employer to subscribe to zoho forms and integrate it with zoho crm, but because of this feature not beeing provided, our forms looks unnecessarly long and hideous. 

    • Sync Zoho Desk Help Center Category Icons to SalesIQ Articles

      Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from our Zoho Desk Knowledge Base into SalesIQ. While this integration works well for syncing article content, we’ve noticed a visual inconsistency:

    • Company Name not pre-populating when using Quick Create: Contact

      Hi Devs, This has bugged me for a long time, and it's a simple UX design change to solve it. Problem: Users creating Contacts not linked to Companies/Accounts Cause: When a user creates an Opportunity where after browsing the Contacts they realise they

    • Spell Checker in Zoho desk

      Is there a way to set always check spelling before sending? Outlook does this and it is a handy tool to avoid typos

    • Enable Sync of SalesIQ Article Interactions to Zoho Analytics for Unified Knowledge Base Reporting

      Dear Zoho SalesIQ and Zoho Analytics Teams, Greetings, We’d like to formally request an enhancement to enable SalesIQ article interaction data to be synced with Zoho Analytics, so that we can obtain a unified view of our knowledge base performance metrics

    • How to enter membership share, sold or reimburse

      Hello, First, I am just begining taking care of the accounting of my organisation, and new also to Books. In Books, our accounting plan has an account #3900 - Share capital, that cumulates the share our member pay. How do I write a sale or a reimbursement

    • Ability for me to take the issued PDF certification on successful completion of a course then push to zoho sign in order that it is digitally certified

      How can I take the issued PDF certification on successful completion of a Zoho Learn course then trigger a workflow to push to Zoho Sign in order that it is digitally certified, hosted on the blockchain and then push to Zoho Workdrive to be hosted off

    • Candidates rejection process

      Is there a way to get ZOHORecruit to automatically send out an email to candidates that are rejected?

    • Multi file upload

      Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

    • Passing the image/file uploaded in form to openai api

      I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints

    • Calendar Year View?

      Is there a way I can view the calendar in year view? Maybe create a page with a view like this?

    • ABN Amro

      Hi, We are trying to add Abn AMRO as a bank in Zoho Books. However we get the following error: Type of Error: User Action Required Description: The request cannot be completed because the site is no longer supported for data updates. Possible workaround: Please deactivate or remove the account. Suggested Action: The site will no longer be supported by Zoho Books and should be removed. Does that mean it's no longer supported? Thanks!

    • Add bank transfers via a webhook or API

      Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a transaction from an external (unsupported bank) in the moment there is a transaction

    • Books does not allow 19% tax rate for invoice - Please help!

      Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get the

    • When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?

      Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • Admin Access to Subscriber Information for System/Default Bots in Zoho Cliq

      Dear Zoho Cliq Team, Greetings, We would like to request an enhancement to Zoho Cliq's bot management capabilities. Specifically, we are asking for the ability for organization administrators to view the list of subscribers for system/default bots, such

    • zoho webmail keeps opening an empty tab when on log in/vist webmail

      as the the title says, whenever i log in or visit the page in a new tab, zoho webmail with open a new tab, but it errors out (see attachment). how do you stop it from doing this?

    • FSM work order creation on books quote approval

      I have followed https://help.zoho.com/portal/en/kb/fsm/custom-integrations/zoho-books/articles/perform-actions-in-zoho-fsm-on-estimate-approval-in-zoho-books#Step_1_Create_a_connection_for_Zoho_FSM_in_Zoho_Books in order to create a work order in FSM

    • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

      Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any

    • Tip of the week #46 - Stay more organized by moving threads between inboxes

      Have you ever come across a thread in your inbox that should have been handled by a different team or inbox? Or maybe you've wrapped up your part of the conversation, but another team needs to step in to finish the task or assist further? Keeping such

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Text summarization and field detection with Zia, Zoho's AI assistant

      Have lengthy documents that take forever to read and sign? Tired of placing fields into hundreds of pages? Here's a single solution to solve both challenges: Zia, Zoho's AI assistant. With Zia's integration with OpenAI, you can summarize long documents

    • Sending Links to Functions in CRM

      Maybe I'm crazy, but currently there's no way to send someone a link to a custom function. The only link you can get is to the myfunctions page, which is very frustrating. This should work like workflow rules where when you click on one, it should have

    • zohoからの自動メールについて

      zohoからの自動メールにおいてちょっと困ったことが起こっており、サポートにも相談中なのですが ほかの方にも同現象が発生していないか相談したい。 ▼事象 zohoからの自動メールにおいて時折「このメールが送信者からのものであると確認できないため、このメールに安全に返信できない可能性があります」とメーラーから警告が出る。 ▼状況 発信元：設定した独自ドメイン SPF/DKIM設定：済 利用メーラー：outlook 発生頻度：稀（連続するときもあるが、パタッとでなくなる時もある） サポートへの連絡：ただいま継続相談中

    • Using Deluge scripting to create/update data in TabularSections

      I am having following Form structure with some other usual fields, and a tabular section which allows putting question, self rating and lead rating. (pic below) I am trying to create a record of this form via Deluge, but can't figure out way to populate

    • Zoho Recruit: How to link lookup fields using record ID instead of name during import?

      Hi, I'm having an issue with lookup fields in Zoho Recruit during data import. When I import records into a module that includes a lookup field (e.g., to an Interview record), Zoho Recruit matches the lookup by the display name (string) instead of the

    • Add a "Success" Route to the "Forward to Operator" Card in Zobot

      Hello Zoho SalesIQ Team, We hope you're doing well. We would like to request an enhancement to the "Forward to Operator" card in Zobot. Current Limitation: At present, the "Forward to Operator" card provides the following routes: Operator Not Available

    • Power of Automation :: Auto-update Project status based on Tasklist completion

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Multi Module Lookup Fields

      🎯 Use Case: In many custom implementations, especially those involving financial tracking, service operations, or project-based work, a single record (e.g. an invoice or bill) often relates to one of several different modules — but only one at a time.

    • How to Download a File from Zoho WorkDrive Using a Public Link

      How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teams

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Introducing AI Modeler—a no-code approach to adding AI to your business applications

      Forward-thinking businesses today are embracing AI to make life easier for themselves, their employees, and their customers. But if you haven't started yet, you might be concerned that your business will be left behind. Or maybe you're worried because

    • Tip #20 - Three things you probably didn't know you can do with picklists

      Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

    • Zoho People how do i view the history of leave taken

      Hi All What is the report that i am unable to view the history of the leave taken for an individual and team?

    • UK Registration for VAT with existing stock/inventory

      We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to

    • Trigger action after workflow

      I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we

    • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

      We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

    • Unable To Enable Google Calendar Sync

      Hi Folks, I am unable to enable google calendar sync. I get Internal Error, Problem Occurred Internally. Screenshot attached. How do I solve this?

    • Export to Zoho CRM Not Triggering Workflow Rules

      Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a Schedule

    • Next Page