Moving all users to the new Zoho Sheet

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• Sticky Posts

• Feature enhancement: Highlight rows based on a cell value

  Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

• New Toolbar in Zoho Sheet

  We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• Meet the latest feature of Zoho Sheet: Lock Cells

  We are happy to announce the release of one of the most awaited features in Zoho Sheet. ​You can now lock the cells that you wish to keep ​secure. Once you are done with editing cells, you can lock them so that they won't be modified anymore. We believe that this feature will be a great addition to our existing set of collaboration features and is intended to improve your collaboration experience. You can access this new feature Lock from Data tab. Apart from being able to lock individual cell ranges,

• Revamped Print in Zoho Sheet—customized for paper

  The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

• Recent Topics

• Need Help: Updating Related Records via Subform Entries in Zoho Creator

  Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record

• Set to Review for all

  We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

• I NEED MORE CUSTOM FIELDS!!!

  Why can I only have 60 custom fields!  It's not enough.  I want another 100 extra custom fields to do what's necessary for my business!  I'm sure I can't be the only one with this problem!!! How hard would it be to fix this?  Just fix it for me please at least!

• How to copy value from a single line field into a picklist field within a module's subform?

  Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows

• Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

  Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

• Categorise Attachments

  We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

• Blocked Email

  We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from

• Able to change project on timelog entries

  Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

• What formula to use in computing total hrs and decimal hrss

  So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou

• i cannot use <b></b> to bold the message in Creator C6!!!!???What?

  Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple

• Add additional field to quick search results

  IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

• Knowledge base: The nitty-gritty of SEO tags

  A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

• Content Security Policy

  Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'

• Option to select location?

  As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• Unified WhatsApp Number Management in Zoho Desk and SalesIQ

  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

• Provide a standard structure to your content using article templates

  Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,

• How to update custom multi-user field in Zoho Projects?

  I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

• Accessibility Spotlight Series - 1

  Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

• Projects Tasks Not Showing Dependencies

  I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

• Deprecation of C4 endpoint URLs

  Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

• Introducing AWS authentication for connections in Deluge

  Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

• Timeline Tracking Support for records updates via module import and bulk write api

  Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

• Bug Report and Suggestions for Improvement in Zoho Applications

  Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

• Customize User Invites with Invitation Templates

  Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

• ListObjects is recognized by VBA

  Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

• KPI Widget dashboard select periods

  I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

• Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

  Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

• Can’t send emails from Zoho CRM after adding a new user — verification codes not received

  Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• CRM for email in Outlook: how to ignore addresses?

  We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

• Scheduling Calls in CommandCenter / Blueprints

  I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

• Workflow Creation with Zia gets stuck

  It gets stuck here:

• Quickly send emails and sync conversations with custom email addresses in CRM

  Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

• Zoho製品と生成AIツールの活用について

  いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

• File Field Validation

  Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

• Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

  Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

• New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

  I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

• Send WhatsApp voice messages from Bigin

  Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

• Microsoft Teams now available as an online meeting provider

  Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

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