ANZ In-person Zoho User Group Meetup

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• Swetha Hariharan

  

• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• How to use milestones and task lists effectively

  I am trying to use Zoho Projects for my development process. My goal is to manage project status and provide reports to the customer. I am developing an app (2 apps to be precise: 1 for Android and 1 for iOS) I originally thought my milestones would be: 1. Analysis and Design 2, Android Development 3. iOS Development 4. Web Console Development 5. Quality Control 6. Deployment But then I needed a tasklist before I created a task so it was sort of duplicated with tasklists being a superfluos duplicate

• View Answer Bot conversations?

  We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

• Please add custom sort in Windows ver. of Notebook!

  Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to do

• Increase size of description editor when creating new ticket

  Please can you consider making the description editor in the create new ticket form a resizeable area as by default, it is very small and there appears to be no way to increase the size of it.

• Pivot Table - Zoho Analytics

  I'm creating a Profit and Loss chart in Zoho Analytics using the Pivot Chart feature. While Net Profit can be calculated using the total value, I also need to calculate and display the Gross Profit/Loss directly within the chart. To do this, I need to

• External calls & email notification limits

  Salut, I was doing some testing of SMS and Email notification yesterday, on the development environment, and got an error due to External calls exceeded. I know that my plan has 100 email & external calls limit, but in my billing page, I do not see those

• How to get custom estimate field to display on existing or new services?

  I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't

• Events on Calendar disappeared

  hello, Events (e.g. repeating events) disappeared on my calendar for Wed, Oct 2, which led to missing some meetings on that day. What exactly is wrong? This is not the first time this is happening! Please, fix this calendar issue.

• Zoho Calendar (Refresh Rate)

  Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change

• Problem using for each in subform

  I have a subform in one of my forms, and sometimes I have to use a for each statement in this subform. Now, my problem is, I've seen it suggested everywhere that the syntax is supposed to be:  for each var in SubformField Every time I tried this doesn't work for me, so I have to use: for each var in input.SubformField It isn't exactly a problem, but, let's say it's on the 'on user input' action of one of my fields, if I need to edit this action for any reason, when I click on it, it removes the input

• How do I add more space to a note in ‘draw’?

  I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?

• Lookup field display in Zoho Analytics

  Hello, I think I am missing something very obvious, but I can't figure it out: I have 2 lookup fields in my "Deals module" -> One for the account that we have the project with and one for the beneficiary account. Both fields refer to the "account name"

• Extensions 101 webinar series: Build, integrate, and monetize with extensions

  Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

• Zoho WorkDrive 5.0 : d’un outil vers une solution intelligente de gestion de documents

  Dans un monde de plus en plus orienté vers les données, les entreprises doivent non seulement gérer une masse croissante de données non structurées, mais aussi en extraire des informations stratégiques. L’intelligence de contenu répond à ce besoin en

• ZOHO Reports is not Working !

  This error is coming up: Please fix it ASAP. Sorry!! Unable to display this page Sorry, an unexpected error occured when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page. 1. The error has been logged and will be looked into. 2. It would be of great help if you could provide us with additional information using the feedback link.

• Kaizen #191: Implementing "Login with Zoho" using Python SDK

  Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how

• Comment gérer vos colis et expéditions dans Zoho Inventory

  La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison. Un système de gestion des colis présente plusieurs avantages. Livraison dans les délais prévus

• Zoho Cliq 4.0: Zoho Cliq Android TV application

  Zoho Cliq is a powerful communication and collaboration platform that allows teams to stay connected and get work done from anywhere, at any time. One of the latest additions to its suite of tools is the Zoho Cliq android TV app, designed to make it easier

• Is there a way to set Document Owner/Sender via the API

  When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

• Proposal for Creating a Unique "Address" Entity in Zoho FSM

  The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

• Zoho Bigin | Adding users to a deal in bigin

  Hi, One of our ongoing POCs required adding users to a deal in Bigin. I found that we cannot add individuals using custom fields when we have an Express license. Is there any way to do it?

• Two-Way Sync Zoho CRM Custom Module with Zoho FSM Company Addresses

  Business fact: Many companies don't just have one location. They have multiple locations (some have many), with addresses we need to know for service, deliveries, etc. We have created a custom "Sites" module in Zoho CRM to store an Account/Company's addresses

• How to Send Automatic Warning Email After 3 Late Arrivals in Zoho People?

  I’m looking to set up an automation in Zoho People where a warning message is automatically sent to employees who have 3 or more late arrivals within a specific time period (like the past 30 days). Here’s what I’m trying to achieve: Monitor employee check-in

• Sharing and Converting Custom Reports Across Departments in Zoho Desk

  Hello, We initially started using Zoho Desk with a single department (Department "A"), which included multiple teams. Nearly a year later, we identified several limitations that led us to create three additional departments ("B", "C", and "D") with replicated

• Is it possible to set create deal checked by default when converting a lead?

  In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.

• Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

  I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?

• Is it possible to use filters in zohosite.

  Is it possible to use filters in zohosite. Example: we uploaded video, audio, pdf in one page. If I want to see only the video. Then, I will select the video which is shown in the filters.

• Poor Search Results on Zoho CRM

  The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

• Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0

  How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially across

• Workdrive 5.0 / API Documentation Workflows

  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

• Mandate Assessments in Zoho Recruit's Candidate Application Form

  We're excited to announce the Include Assessment option for the Candidate Application Form, which lets you display the pre-screening assessment associated with the job opening along with the application form fields. This ensures that every candidate applying

• Does Zoho US Payroll now support employees in multiple states?

  Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Create Login Pages in Zoho Creator

  Hello everyone, I have a question, is it possible to create a login page that is connected to the database in the zoho creator report? The email and password typed in the page will match the one in the database. attached is the image of the page that

• Zoho CRM Notifications API - Channel Expiry

  Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low code

• Zoho RPA is now available in your Zoho One bundle!

  Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

• Getting error while while deleting from Activities Object

  I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method type

• Color of Text Box Changes

  Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

• Simple Text Search Function

  Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

• Unveiling Zoho CRM's New User Interface - The NextGen UI

  Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional

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