Painéis do Zoho CRM ajudam na Gestão Comercial?

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• Leandro Garcia

  

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• Contact Lookup Mapping to Custom Module CRM via DataPrep

  Hi DataPrep Team, I'm facing an issue with Contact module lookup mapping to a custom module during the DataPrep-to-CRM migration. As per the documentation, the mapping format for lookup fields should be: <Lookup_Field_API_Name>.<Lookup_Module_API_Name>

• Zoho ERP | Product updates | August 2026

  Hello users, What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business. Introducing Account Registers Account

• Kaizen #99 - Render Widgets Using Client Script

  Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions

• Customer portal: recommended way to scope lookup fields to the logged-in client?

  Hi all, I'm building a customer portal on Creator for our clients (we're a esting lab, so each client has their own sites, contacts and jobs). Planning stage, so I'd rather get the approach right before I build it. The portal forms need several lookup

• Introducing the Zoho Contracts API Collection on Postman

  We are happy to announce that the Zoho Contracts API collection is now available on Postman. You can explore, test, and debug Zoho Contracts APIs without writing application code. What's in the collection Ready-to-use requests for Contracts, Counterparties,

• Zeptomail in the blacklists

  Hello, I noticed some hard bounces while sending emails, and upon checking the details, I see that we have been added to the blacklists of certain spam lists: Bounce category: Policy failure Reason: ip-issues Message: 5.7.1 Service unavailable; client

• Add Payment Information (like Bank details)

  I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

• How does Recur setting affect execution time of time based workflow rules.

  When setting a workflow rule based on Date/Time field, the Recur setting does not seem to make sense. If I want the rule to execute at a specific amount of days relative to a date field, what exactly would the recurrence be? That point in time would only

• Canvas Ungroup is No Longer an Option - Can we Bring it Back?

  You used to be able to ungroup a Group in ZOHO Canvas, but now you have to delete the group and completely start over (re-add the fields, re-place them, regroup them, readjust the group as you want it/reformat) instead of ungroup, move or delete only

• Reserve Your Spot for the Zoho Recruit India Virtual Meetup

  The Zoho Recruit Meetup India is happening virtually on October 15, 2026, and registrations are now open! This meetup is a chance for Zoho Recruit users across India to come together, catch up on what’s new, learn better ways to use Recruit, and have

• Account recovery using trusted Zoho applications

  We know forgetting your password can be frustrating. So to make account recovery even simpler and more seamless, we're introducing recovery through Zoho mobile apps; in addition to the existing OTP options using email address or mobile number. Please

• Introducing Omnichannel Subscription

  Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel Subscription

• [Webinar] Automated label merging

  Live webinar on October 8, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Businesses that rely on labels for shipping, inventory, or events often struggle with rigid layouts, disconnected data sources, printing the right quantity, and adapting labels for different

• zFlow_DateTime

  This kind weird since our Flow is RUNNING FOR ALMOST A YEAR and suddenly, our auto plotting of events on Creator Calendar isn't working. Our team can't afford doing manual thing since we handle lot of service tickets. We suspect that there is something

• Roles and Privileges in Zoho Mail: Define and control administrative access in your organization

  Imagine a growing organization where the IT team needs to manage users, the support team needs to handle spam settings, and the group admins need to oversee email groups, all without giving everyone full access to the Admin Console. This can be achieved

• Keep sensitive PDFs protected with Zoho PDF Editor

  PDFs often contain confidential information in the form of financial reports, business proposals, contracts, or forms. Zoho PDF Editor helps you keep that information under control with password protection. With two layers of protection, you can decide

• Enrich your contact and company details automatically using the Data Enrichment topping

  Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

• CV Parsing

  Hi guys, I parsed my cvs through Rchilli. What can I use now that they have ended their association with you?

• Change default "Sort by"

  Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change

• Document Approval Workflow for Non-Users

  Our organisation has not added client users yet to Zoho but we are currently exploring how we can use the document Review and Approval Workflow to send out project updates to clients. While testing, we found that we can only pick users as approvers. Is

• Zoho Learn - Enable Keep Aspect Ratio by Default

  Hi Learn team, Is there a way to enable "Keep aspect ratio" in Image Options by default? It's really frustrating to have to change this for every image. Realistically, who wouldn't appraciate this?

• Tip #91 – Let customers join sessions directly from your website with the Customer Widget – 'Insider Insights'

  Hello Zoho Assist Community! When a customer needs remote support, the last thing you want is for them to fumble through an email invitation or navigate to an unfamiliar webpage just to join a session. Every extra step is a moment of friction, and for

• Profile picture unable to be seen by other colleague.

  Hi, As per title, I'm having problem where my profile pic doesn't show from other colleague account. However, when I uploaded the pic from zoho web, it is showed in my phone apps. Still, other colleagues cant see my profile pic. Please help. Thanks,

• Mute notifications to followers knowledge base/help center

  Good morning Zoho, We are in the midst of a rebranding. This requires updating all of our knowledge base articles with new screenshots etc. In other words: They are all updated. This means all our customers that follow these articles are spammed with

• Global Constants / Variables

  It would be great if there were a Global Constant feature. The idea here is for managing constants that are used in multiple Flows and Subflows, but might change over time. The idea is that the change could be made in one place and cascade to all future

• Item/service subtotal

  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

• Unable to change alias in the from field on the ZOHO mac app

  I have 1 main mail address, and 3 alias's. on the web mailbox when I create a new email, I can select the alias's from the dropdown in the from field. On the app no dropdown is available.

• Ask the Experts 33: Ticketing in Zoho Desk

  Every customer interaction begins through one of these channels: email or a phone call, a web form, an instant message, a social media, or a visit to your self-service portal. Bringing these interactions together and managing them in the right context

• Migrating from Zoho Checkout to Zoho Billing

  I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.

• Let's Talk Recruit: Exploring AI in the Zoho Recruit mobile app

  Welcome back to Let's Talk Recruit! Ever had to look up a candidate's details right before a meeting? Or wanted to check your hiring pipeline while you're away from your desk? Recruiters are constantly on the move, and keeping up with everything can be

• Can I add a description field from my form to my document in Writer?

  I have a form which has lots of text in a "description" field. Can I pull these into my document in Zoho Writer? I know I can write these directly onto my document but if I change the wording in the "description" field on the form, I don't want to have

• Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

  Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. I created a reusable Deluge function that performs bulk deletion using the Zoho CRM API. The approach:

• Images Not showing in some emails

  Why do some emails I receive in Zoho not show graphics, while others do? I use Firefox for all my browsing, both on a Windows desktop and an Iphone, and this has been happening for a long time for certain senders, buit not others.

• Suggestions for Improving the Deluge Development Experience

  Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge

• Zoho Forms API

  Is there any way to get all form entry list using API? Looking forward to hear from you

• Zoho Projects - Mobile App - Creating Related Issue On Task View

  Hi Projects Team, I'm working with a client who wants to use Zoho Projects for their field service work. So far it is working find (and I am aware of FSM, but the client is happy with Projects). One thing they have raise with me as a frustration is that

• not able to convert pdf to jpg and other forms and vice versa.

  i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

• How To Implement an Auto-Check-out Feature for Attendance?

  If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

• Orchestrating project workflow with e-signatures

  Dear users, Your business can have robust task, issue, and resource management systems but it still silently bleeds time and money as documents stay stuck at stakeholder approval. Document signatures introduce indefinite wait times, and nobody inside

• Link to download Zoho people apk file for android:

  Hi all, Could someone can help me as topic? Thanks a lot!

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