Here's what you can do with your DocuSign Extension

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• Prajnesh Karthic Prajnesh

  

• Mickael Mouillé

• A.J. Storrs

• Sabaree Manoharan

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• Sticky Posts

• Introducing Kanban Board Extension for Zoho CRM

  Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all.  Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list

• Here's what you can do with your DocuSign Extension

  Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,

• Contact Info Extractor Chrome plugin

  Just trying out the Contact Info Extractor plugin and had a quick observation.  Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company.  I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the

• Easily send documents from Egnyte to your leads in Zoho CRM

  Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and

• Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension

  Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued

• Recent Topics

• Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA

  You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding

• US military addresses

  When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links

• Renew an expired subscription

  Hey Zoho officer, My subscription was expired yesterday, but I did not notice until just now. How can I renew the subscription even it is expired? The website is really important for our publicity. So I hope I can still review the domain and website. Thanks!

• How to normalize CRM module when integrating with Survey?

  This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey

• ZOHO CRM reverting contacts details

  Hi! Anyone else had a problem where +- at 20:00 NZT email addresses and company details reverted back to the ones that was previous changed? We had about +- 30 odd notification come through last night and had to go and change all back manually.

• Announcing Zoho Community Developer Bootcamps in India – Extensions

  Hey everyone! We're back with another line-up of Zoho Community Developer Bootcamps in India! Following the success of the first leg of bootcamps on Extensions, we're now ready with the second leg. These bootcamps focus on empowering developers of all

• Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

  Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

• Announcing New Features in Trident for macOS (v.1.19.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage

• ZOHO Sheet View for Activities

  Hello I am beginning to look at importing previous events into activities as utilizing events as timeslips for engagements, we have added fields such as duration, billable, etc. However to use Events on a regular basis would require the ability to use

• 【参加無料】6月ユーザー交流会 参加登録 受付開始（東名阪の3都市開催）

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ※以下、記載順で開催予定 🟠 大阪ユーザー交流会 6/5(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション ┗Zoho サービス活用事例：Zoho

• Invalid URL error when embedded sending url into iframe for my website when using in another region

  Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

• Need details on search criteria for zoho.crm.searchRecords

  Hi, If I understood correctly the integrated functions (getRecords, searchRecords, etc..) I can use inside Functions in Zoho CRM are actually using the Zoho CRM V2 API. I am looking for all the field types and criteria I can use with searchRecords. The

• Custom Serial numbers in Inventory tied to customers

  Hello, We have both software and hardware serial numbers that we need to track for active customers in the field. We do not know the serial numbers for the software until the customer buys it as its not a stock item but something we order and deploy for

• Kit Items Breaking Automations - "Provide mapped components for all kit items"

  This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide

• What’s New in Zoho Inventory | April 2025

  Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

• Issue with inventory and shopify

  Hello! We're having some issues with Inventory not synchronizing all our products with our shopify store. We've tried multiple times to synchronize them. We have multiple locations and it seems to just be getting a part of the inventory. When we sell

• Add an option to disable ZIA suggestions

  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

• ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

  Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

• Automatic Pick LIst

  The pick should have the feature to send you to the FIFO location and tell you from wich bin you should get the product. Depending on FIFO LIFO or what we choose

• Picker users

  Hi FOr bin location we are starting to use Android app. The users are allowed to chance the asignee, but they are the Asigneed persons. We should have the avility to choose or setup these fields.

• Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

  Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners

• Work Orders / Bundle Requests

  Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

• More Payment Gateways For South Africa

  Hello, please add more payment gateways that cater for South Africa to the Zoho ecosystem. Yoco - pay now with card (integrated but there is a problem) Others to consider Payflex.co.za - pay now with card or pay later using credit from payflex Float.co.za

• Zoho Inventory Feature Roadmap Visible To All

  Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether

• Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

  Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

• Sync Zoho Docs and Google Drive

  Sync Zoho Docs and Google Drive -  how can I do it?

• Is it possible to link a CRM field or Zoho User to a ticket auto assign function.

  Dear Support, I have a unique situation at our company. So I know it might be able to link a ticket to the client account owner from the CRM. However, is it also possible to link an email field, username or other field in the CRM to a new ticket created

• How to overcome Zoho Deluge's time limit?

  I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

• Drill Down - Pivot Table

  Is there anyway to have drill down options in pivot tables like in the chart function?

• Allow Zoho form to send to one of our ogranizations groups

  All emails from the form submission are being held for moderation. I have permissions set to organization members, and I think I have the forms setup in our DMARC

• Kanban view - which modules support this view?

  Recently (a few days ago), we started exploring Zoho Recruit and like to use Kanban view to visualise the data in different modules. I just found out from emailing Zoho Support that they need to enable Kanban view for different modules (why?). Which modules

• Email notification for followers

  Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would

• Prevent duplicate with custom fields?

  I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no

• Remove the dot menu and + sign on sub form

  If I don't want the user to be able to add more entries on a subform, am I able to remove the dot menu and the + sign?

• Writing Checks to Employees for Reimbursable Expenses

  I couldn't find a way to write a check through books or expense to an employee for reimbursable expenses. The expense created an entry in the system with a debit (expense) credit (liability). I entered a bill and used the liability account so it would

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• Pipeline in Custom Modules

  I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?

• Error "The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required"

  Hi, I'm trying to send an email via the SMTP server using C# code but getting the following error: "The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required" I know the username

• What's New in Zoho Inventory | January - March 2025

  Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

• Free webinar! The Zoho Sign Masterclass: The basics, latest features, and mobile apps

  Hi, Are you new to Zoho Sign or looking to brush up on its capabilities? This webinar will help you master Zoho Sign from the ground up, covering everything from the basics to the latest features. Whether you're an individual managing personal documents,

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