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• Introducing the all-new Zoho Survey

  The wait is over! With its latest release, Zoho Survey is now bigger and better. A lot has changed and we're bringing you a handful of new features along with a complete makeover of the product. We hope you like the update and find the surveying experience to be smoother than ever before.  ​ Highlights UI updates Builder: We've reworked the builder to make it much easier to navigate. Be it adding an option or a page or moving pages, it's now just a click away. You can easily add and edit questions

• Recent Topics

• Possibly a stupid question: When I sync from Zoho CRM to Campaign, should I see those contacts in the Contacts list on Campaign?

  I have just initiated and completed a sync of my existing Zoho CRM contacts over to Zoho Campaign. It seems to have completed and synced around 500 contacts. However, those contacts do not appear in the All Contacts list (or any other list that I can

• Any way to download or export all attachments regarding a Vendor? (including payments)

  Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them).  I need to be able to export all these files every

• Autoreply from alias

  How can I make sure an auto reply is sent using the email alias address the original mail is sent to rather than the primary email address on the account?

• Stock Discrepancy in Zoho Inventory (Warehouse vs Stock on Hand)

  Hello, I am facing an issue in Zoho Inventory related to stock discrepancies. We added an item to Zoho Inventory in 2020. Over the last five years, multiple products have been added, and stock-outs have also happened. However, in the logistics warehouse

• Field to count linked Products in Custom Module where record status is "Active".

  So, I'm having issues with this custom function. I'm trying to update a field each day, that counts active Virtual Products. I have a custom module called Agreement History where records for each service agreement are stored. In each of these records,

• Revert to Default Email Templates

  Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. Rachael

• Can't remove PayPal as a payment option

  I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the link

• Stage-probability mapping feature in custom module

  Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

• Bigin chrome extension for Whatsapp web

  Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks

• Integrating Client's Job Board with Zoho Recruit for Direct Applicant Tracking"

  Hi there! I have a question regarding ATS integrations. We are currently hiring for a client and would like to post the job on their website, but we need all applications to be directed into our Zoho Recruit system. Since they use a different ATS, we

• False Positive Responses When Creating Leads via API

  I’ve integrated my website with Zoho CRM to create Leads when new accounts are registered. However, some users aren’t being created as Leads, even though the API returns a success response. I added error logging, but these missing Leads don’t appear in

• Tax Payable with Etsy Sales Tax

  I sell on Etsy and have it connected to my Zoho Books. When it brings over a sales order it show Etsy Tax as 0% but has an amount in there. i can;t change this and all taxes are paid by Etsy but in Zoho Books it lists it as Taxes needing to be paid. How

• what is the right email address delimieter?

  Hi Flow Team, i cannot find the right delimieter for adding multiple recipients in the "to" Field of the Flow mail function: Whats the correct delimiter here? I already tried space, semicolon, comma, point, pipe, slash. None of them are working.

• Add Text Direction Control in Zoho Show

  Dear Zoho Show Team, We hope you are doing well. We would like to request an enhancement in Zoho Show that allows users to set the text direction (right-to-left or left-to-right) for text boxes, similar to what is available in Google Slides and Microsoft

• Zoho Flow Doesn't Detect Desk Custom Field Change

  I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

• Fetching first response time

  I recently used python and Zoho desk api to fetch all tickets, but checking the columns I can’t find first response time which I want to use , I could only calculate resolution time from created time and closed time. How do I go about getting first response

• Function 58: Custom calculation in item table of invoices (2 fields)

  Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

• Change links and menus from career page

  There is any way to remove the Home button and change the logo link?

• Introducing an option to log incoming phone calls in the Bigin Android app

  Hello everyone! In the latest version(1.7.21) of the Bigin Android app, we have now provided an option to log incoming phone calls from records present in the Contacts or Companies module in our Bigin mobile app. How to enable the option to log incoming

• Enable Snippets and/or Templates option in outgoing Emails

  Hi, Currently Snippets and/or Templates are only available in reply emails but not when creating new outbound emails: https://help.zoho.com/portal/en/kb/desk/ticket-management/ticket-replies/articles/sending-emails-and-converting-it-to-a-ticket Since

• ZohoBooks: Information feed from MS-DB / SQLServer

  Hello everyone, Good day. Did anyone manage to connect Zoho Books with MS-DB / SQLServer? Appreciate if you can share your process. Thank you.

• Issue with API for file download (Zoho CRM with WorkDrive API)

  I can successfully run the below endpoint with Postman for this and get the list of files" https://workdrive.zoho.com/api/v1/files/v310z10cba41b41c54363afcff08f2730a0b4/files Then I try this endpoint with the same authentication token: https://download-accl.zoho.com/v1/workdrive/download/v310zf0b27cc29f5040c7bda64baaecca983a

• Demande d'informations sur l'API Zoho Books pour partager un appareil

  Bonjour, Je souhaite savoir s’il existe un endpoint API permettant de générer ou récupérer un lien de partage public pour un devis (Estimate) dans Zoho Books. J’ai tenté d’utiliser la requête suivante : POST https://books.zoho.com/api/v3/estimates/{estimate_id}/share?organization_id={organization_id}

• Exported Knowledge Base Article - text is simply cut off

  Hello, I have discovered a bug, when exporting a KB article (PDF), line breaks are ignored. The text is simply cut off, that's not acceptable at all!

• Sorry! Your account has been disabled.

  I cannot log into my account, it has recently been paid for and I have contacted the Admin to assist. I can get into my MFA and tried both Edge and Chrome, cleared cache and still not working. Where do I go to gain assistance..... 3 days of not being

• How to see and amend Primary Clients easily

  Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easily

• Expanded Data Preparation and Modeling Capabilities in Zoho Analytics

  Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from within

• Inner height of calendar inside a page

  I have a page in Creator with 4 calendars inside it. I reduce their height to all make them fit inside tha screen without scrolling(see image blue contour). I would like to remove the scroll INSIDE each calendar. Is there a way to modify the height of

• while clicking the button the record template want to down load as salescontact no - customer name

  while clicking the button the record template want to down load as salescontact no - customer name Deluge Code Used : account_name = input.Customers.Account_Name; pdf = input.Sales_Contract1 + "-" + account_name.replaceall("[^a-zA-Z0-9]","_"); openUrl(zoho.appuri

• Function #48: Manage fixed installment payments using Zoho Books

  Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

• Notebook stacks

  Hello, Are you planning to implement some kind of notebook grouping, similar to evernote stacks? I know that we can group notes inside of the particular notebook but for a lot of us it is not enough I belive. Sometimes that additional layer for organization

• Zoho Workdrive file versions

  Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285

• Let’s Talk Recruit: Mastering Job Boards in Zoho Recruit

  Welcome back to Let's Talk Recruit, a series where we take a detailed look at the various features and functions offered by Zoho Recruit. Finding the right talent starts with ensuring your job openings reach the right audience. With Zoho Recruit’s job

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• How to upload an image as a background in a Zoho CRM template

  HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.

• Important Update: Temporary Pause on WhatsApp Marketing Template Messages to US Numbers

  Hello everyone, We’d like to bring an important update to your attention regarding WhatsApp messaging in Zoho Recruit. Starting April 1, 2025, WhatsApp will temporarily pause the delivery of all marketing template messages to recipients with US phone

• New Line in Double Optin Email

  Hello, is it possible to add new lines to the double optin email? This is necessary to add legal informations to the mail, which would look very messy if it is all in one line. Thank you in advance Carsten

• Can't add Zoho learn custom portal get users OAuth Scope

  Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't

• How can you use surveys to make your customers shop again?

  Do you know, one of the best ways to encourage customers to come back is by using surveys? When you send out a survey, you’re really just opening a dialogue. You can ask them what they liked about their last purchase, what could’ve been better, or if

• Button to attach Mail Merge PDF into deal Attachments as

  Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know

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