De-Duplication

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• Ant

• Viswanath Subramani SS

  

• Eunice de La Cruz

• Alan Francis

  

• Sticky Posts

• Announcement: Migrate your workspaces to Zoho DataPrep 2.0

  Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the

• Announcing Zoho DataPrep 2.0: An AI-Powered Data Management Platform

  Originally launched in 2021, Zoho DataPrep started as an efficient self-service data preparation solution. We are excited to launch our new version 2.0, with significant enhancements to our platform to help you manage your end-to-end data needs with the

• Announcing DataPrep 2.0 Beta!

  Being data-driven is an important end goal for all organizations, because when businesses can manage, analyze, and make actionable decisions based on data, they have a competitive advantage. With that said, how confident are you in making business decisions

• Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

  We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,

• Zoho DataPrep is now launched!

  We are excited to announce the launch of Zoho DataPrep – An advanced self-service data preparation and data pipeline service.  Introducing Zoho DataPrep Zoho DataPrep helps organizations prepare data by automatically identifying errors, discovering data

• Recent Topics

• Receive emails

  I am unable to receive any malls

• Remove older possible matches

  Since Zoho Books only allows new users to import transactions for the last 90 days, we had to go through and manually enter all transactions since the beginning of the year. Now whenever we reconcile transactions that show up under Uncategorized Transactions,

• Every morning an Employee's line manager gets an email saying they have not checked in even though they have

  Hello, We have an employee who's line manager received an email ever morning to say they are late checking in even though they have checked in on time?

• Out of Office

  Hi, I'm trying to setup a out of office reply for Monday through Friday from 17:00-8:00 and Saturday and Sunday all day long. So basically I want to send back a out of office message when I'm not in the office. Is this possible ? I can make the Monday

• UI Enhancements in list view for Zoho CRM

  Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,

• Clone a Module??

  I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

• Add home page or dashboard in CRM customer portal

  is it possible to add home page or dashboard in CRM customer portal?

• email association with CRM

  Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

• Standard Operating Procedures System in Zoho?

  Hi, I've been in business for over 18 years, with 6 employees.  We have over 300 policies and procedures that have been written and rewritten.  They have always been stored on our Sharepoint server in a file folder structure.  Because of it, nobody uses

• Zoho Forms - Setup

  Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.

• Delete organization's contacts

  Hi, since some days it's impossible to delete organization's contacts from Zoho mail browser web and desktop application. There is no more the "Delete" button in the single contact and also "Resete contacts" in the main screen. I'm the administrator's

• Can't access email.

  I am unable to get into my emails. Can't get anything from server.

• Filters not working

  A couple of weeks ago, my filters stopped working. I tried redoing each of them, but still they don't work as they used to. I had made no changes before the time they stopped working. If you apply the filter manually, it works, but not for incoming email.

• Subform Layout

  Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almost

• Zoho mail badge won't go away after mail is read

  The zoho email app on my imac displays a red badge with a one constantly. The number never changes even when there are unread emails and when they are all read it still says a one.

• Issue with Fetching and Mapping Multiple Products in Line Items to Zoho CRM Leads

  I am currently facing an issue with fetching and mapping products in line items to the Zoho CRM leads. Here's the situation: 1. When there is a single product in the line items, the system works as expected. It fetches the product name, matches it, and

• How to recover deleted email account.

  Gyanendra Singh  gyanendra.singh@stellaranalytics.co How to recover it ?  Please help. Its urgent.

• Workdrive Integrations - API not working

  Hello, Zoho Workdrive integrations (APIs, Connections, etc). are not working. The first discovery of this was in Zoho Projects connection with Workdrive, which was showing error "Error due to - Internal exception".

• WhatsApp Channels in Zoho Campaigns

  Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

• Function #8: Add additional charges to invoices

  Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

• Booking outside of scheduled availability

  Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

• 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

• is there a way to add the products i created in zoho books to zoho crm

  I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice.  i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client. how in the world do i integrate these pieces and

• Cannnot find criteria tab

  We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria.  The latter is missing from my screen.  I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM? 

• How to Get An Image's URL once it's uploaded to library?

  I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac

• Why Are Arrays Not Allowed in Webhook Payloads?

  Hello Support, I would like to understand the reasoning behind the limitation where arrays are not accepted in API payloads. Could you please clarify why this restriction exists? It seems like arrays would be a natural and efficient way to handle multiple

• What are your best practices for using client scripting?

  I'm beginning to leverage client script, and getting myself a little confounded with dealing with scripts for both in-line edit and full edit mode. Though my users like in-line edit, I can migrate us to full-page edit IF that is the more versatile mode

• Total number of External Call Statements exceeded

  Hi, In a Zoho Creator application yesterday we started getting this error: Total number of External Call Statements exceeded. Line:(8) The line referenced looks like this: contact = zoho.crm.getRecordById("Contacts",contact_ID); Can anyone tell me where

• A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

  Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

• Exporting Records from an Embedded View ...

  @support: In one of my Applications for a Customer, I have an HTML View  ... part of whose content looks like ... //variables in iframe tag iframeName = "zoho-Case_Law_View"; iframeSrc = ((("http://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/view-embed/Case_Law_View/";%> <p class="zc-viewtitle"><%=Current_Expert_Info%></p> <iframe height='800px' width='100%' name='<%=iframeName%>' frameborder='0' scrolling='auto' src='<%=iframeSrc%>/Expert_Info=<%=Encoded_Expert_Info%>'></iframe>...

• How to deal with multiple people requesting to order parts, then auto send and email to the customer at the end of the week

  Hi there , so I like to be able to send an e mail once a week to order parts that the guys over ordered over the week, also we need to maybe order parts from an other customer there and have an the email ready to go once its been approved. What would

• Unable to verify account information - zoho on iPhone

  Hello I have followed the instructions as described on http://zsync.zohosites.com/iPhone.html and repeatedly receive the message "Unable to verify account information". I would like to set  up zoho mail on my iPhone and would greatly appreciate some assistance with this. Thank You

• ZOHO Meetups Deutschland und weitere Veranstaltungen!

  Die ZOHO Meetups gehen in die nächste Runde! natürlich kostenfrei! Treffen Sie ZOHO Nutzer, Interessierte und Experten powered by söll.vertrieb der ZOHO Premium Partner in Deutschland. Wann: Februar 2024 Thema: ZOHO CRM - Wie organisiere ich meinen Vertriebsalltag?

• Multiple Clicks on a Single Open

  I have sent out several campaigns and experienced this issue on multiple occasions. When an email is opened, all of the links in that email are reported as having been clicked. I have tested this and found this to be happening. When a single click is

• Clarification on Lead Score Breakdown in Zoho Marketing Automation

  Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed

• Can't select Leave type while applying a leave

  Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

• Is and Is Not Empty option in Workflow Conditions

  I noticed today that there is no "Is Empty" or "Is Not Empty" option on workflow conditions in Zoho Projects. I wanted to prevent a webhook from firing if a specific field is empty as it is required in the webhook parameters. It would be great to see

• Tip #17: How to mandate partial payment for your appointments

  When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

• How do i change the user without reduce of the liscence

  We have 6 user in our company, 1 of them we dont use anymore, but when we pay for 6 users the account have actived . and now i can turn on deactived.

• List of past retainer invoice inside the last invoice

  Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using Zoho

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