CRM activity

• Topic Participants

• Tarek Wanas, MBA

  

• Sathish Kumar P

  

• Sticky Posts

• Zoho CRM Plus in 2023: Let's rewind

  Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

• The CX Workshops are back in 2023!

  Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

• Refer Zoho CRM Plus to your friends and earn rewards!

  Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

• Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

  Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

• Unified telephony in Zoho CRM Plus

  In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

• Recent Topics

• Celebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk

  Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.

• Customize your calendar based on personal preferences

  Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options

• 【開催報告】名古屋 ユーザー交流会 2024/11/22（金） Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介！

  皆さま、こんにちは。コミュニティチームの藤澤です。 11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに参加いただきました。本投稿では、その様子をお届けします ！ 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。

• Zoho books in Thailand

  I would really like to have a chat to any of the community who are using Books in Thailand at the moment, to see how it works for them and see how we might use it in a new business based in Thailand/Australia.

• Can the meeting location be specified by the customer?

  I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where

• Zoho Bookings - Reserve with Google

  Does Zoho Bookings plan to to integrate with Reserve with Google?

• Close popup

  Is there a simple deluge command to close the current active popup window? Background of my question: A form is openen as a popup window with the openurl function I added a deluge function on success > direct to a certain page (depending on who is logged in). That works, however the form in the popup stays open (but blank so maybe reloads or resets). In one case it's even worse since it starts with a stateless form, which then opens a second form, both in popups. After submit, both popups stay open

• Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

  Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

• Due date calculation

  Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day

• Design customized business forms to collect data

  Hello users, Did you know you can design customized fillable forms and even share them with your users to collect business data using Zoho Office Integrator? In fact, Office Integrator's Fillable APIs allow you to do it right from your web app. Read on

• One Contact with Multiple Accounts with Portal enabled

  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

• decimal point separator will dissapear when editing the value

  as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal Module

• Multi Select Lookup Support for Zoho Forms Integration

  The title says it all. Please develop this. We have to create custom coded widgets for every little thing because this is not supported. This is really annoying. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-

• What can be done after signing

  I was wondering how do you change an email signature to an in person signature if possible after documents have already been signed by other signers? I know you can change it before documents are signed however if someone does want to switch it to in

• Importing MAC files - pages, numbers, keynote

  Hi we are a company of mac users - so now looking to use Zoho but it looks like we can't import any of our MAC files unless we convert them first?  Is there any way we can do this?

• CRM does not map to CRM Plus

  I was looking to upgrade some of my users to Zoho CRM Plus. They are currently using Zoho CRM. But I have been told by my account manager that 'The CRM data within your current Zoho CRM subscription will not be mapped to CRM Plus.' So what's the point

• Zoho Sheets hide or unhide columns. How it impacts other users

  Hi I would like to know, when someone hides a column in the Zoho sheet, the hidden column is also hidden from everyone else that is using the file. The collaboration feature seems to not work.

• How can I add a calendar invite to my campaign emails?

  I use Zoho Campaigns to attract prospects to a series of webinars that we run. I have a general pool of contacts that I campaign to, and I have them join a new list for the specific webinar they wish to join. What I would like to do next is send an email to those that want to join a webinar, with a calendar invite that they can accept to add to their Outlook calendars (containing the URL and details of the webinar). How can I do this?

• Enhanced Sign-in UI and OTP-Based Password Reset for Portals

  As of 5th December, 2024, we are introducing enhanced sign-in interfaces and One-Time Password (OTP) based verification for password reset in an effort to improve security and stream the user journey across all portals. What's changing New Interface for

• Zoho Forms to CRM Lookup Field

  Hi There, We have a public link for our stores to complete a daily safety audit, we used to be able to link Zoho Forms into CRM and connected related modules however don't seem to be able to get it to work. Zoho Forms has a drop down of the store listings - as this is a public form the CRM function doesn't work When the form is completed I want to integrate into a custom module (Safety Audit) with one of the fields a lookup field (Store) that links to another custom module (Store Listing) Is there

• Rescheduling service appointments

  I want to be able to schedule the same resource for several service appointments whether or not they are closed out or rescheduled. I dont want them to conflict....i want to be able to double book our techncians. Is there a way?

• ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

  ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.

• Enhanced duplicate management and unified approvals in Forms

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designed

• Improve Collaboration and Communication with Mass Comments

  Hello everyone, Customer service is a dynamic space where agents are often required to collaborate with other teams to resolve customer issues with quick and accurate solutions. For example, imagine multiple customers raise tickets stating that they are

• Zoho Books - Baixa como Remissão - Status = Pago

  Ao Baixar uma fatura como Remissão (Prejuízo) o Zoho coloca o status como Pago. Quero dar baixa em algumas faturas pendentes (Cliente que não vai pagar), mas quando faço isso, o status das faturas aparece como "Pago". Claramente, esse não é o caso e preciso

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Is it possible to do validation for the Actions added to Reports?

  We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

• Deluge Count Function for Subform is it supported

  Hi This var1 = count(SubForm_1[ID!=0 ]); Gives the error Form SubForm_1 does not exist in this application Is there a syntax mistake or is it no supported in such a manner

• BUG do APP IOS do Zoho Mail

  Olá, Percebi que quando abro um anexo no APP IOS do Zoho Mail não existe um botão de retorno à caixa de e-mail. Tenho que fechar o aplicativo e abrir novamente. Vocês já mapearam isso? Existe algum botão que não vi? Abs Marco

• Introducing advanced statistics for TikTok and other Social enhancements

  Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better

• Bigin Calendar view - set Monday as first day of week

  Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? Antonio

• Create list dropdown of all form names

  Hi everyone, Can i create dropdown list by all form names? Thank you

• When Field not empty -> Mandatory subform entry

  Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns are

• Multiple products per account issue

  We are currently looking to move to Zoho CRM from another package.  I have a need to be able to track multiple lines of the same product for an account.  For instance, we track the product (concurrent user license) for every time a customer orders an

• Zoho Sites "pages" management page

  I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

• Zoho und die Art, Dinge zu tun

  Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt

• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Does an email preview pane view register as opened?

  Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

• Zoho mail account not active

  Hello, i'm trying to login to zoho mail but it sends a error message saying my "account is not active". What should i do to fix this out? Thanks Regards

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

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