PDF Import

• Topic Participants

• Kiruthika S

  

• Vinoth Kumar K

  

• 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

• Create and save user-specific filter views with Zoho Sheet

  The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If

• 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.

• Slicers are now available in Zoho Sheet—filter your data interactively

  At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

• Check out the new Checkbox in Zoho Sheet

  Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the Format

• Recent Topics

• Problem with WorkDrive and Vivo X200 Pro

  Hey there, after a long odyssey of searching for a new phone, several issues and defects with a phone from another brand and many reinstallations and transfers I stuck to the Vivo X200 Pro. So far, so great. Only thing not working is the Zoho WorkDrive,

• Pin multiple columns and adjust column widths in CRM subforms

  Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

• When will Zoho MA have a feature to filter out bot clicks from actual human clicks?

  When will Zoho MA have a feature to filter out bot clicks from actual human clicks so that actual metrics aren't affected? How are we expected to differentiate it today?

• Weekly Tips: Never Miss an Important Follow-Up with Zoho Mail Reminders

  Often, we plan to follow up on tasks, projects, or conversations, only to let them slip from our memory as time passes. With so much going on, it can be tough to keep track of all your important follow-ups. So, how do you keep track of all your works

• Assign project owner to specific tasks on project template

  Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.

• How to assign value to the user field in zoho crm using client script

  @Aswathi P @Aakanksha J @Aanandhamurugan P @Ashwin Surendranath @Pheranda N Nongpiur @Haiku Technical Support @Aishwarya How to assign value to the user field in zoho crm using client script. Request To

• how to have incline alert on subrow's column or subform or other workaround that at least can let the user know this subform currently has some validation checking.

  I have a subform and each row that are some columns that are compulsory to fill up. If user did not fill up, how to show incline alert on those columns or incline alert on the subform. Or any workaround that at least can bring the user to that fields

• Portal users send notifications to licensed usera

  Is there a way for portal users to leave messages or notifications to licensed users?

• Create/Edit fields in Applications module

  Hi, Do you have any timeline on when we get the ability to create/edit the fields directly of Applications module. We need to update various data points about the candidate after the phone call & want to update those in the application module fields (not

• webhooks daily limits in Zoho Creator

  I am trying to create Sales Orders (an invoices and  payment for each sales order) in Zoho Inventory from Zoho Creator, but after creating like 100 sales order the webhooks daily limit (500) is exceeded and I cant make any more calls. what need to be

• Sending Multiple Assessments to Candidate?

  Good day, Is it possible to send multiple assessments to Candidates automatically after they have been created? I need to send 4 seperate assessments automatically to new Candidates and am unsure of how to go about it. Zoho only has the option to assign

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• InteGreat 03: Integrating Zoho Creator with Zoho Books

  Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use.  You can use this integration to automate processes like: Creating quotes and invoices in Zoho Books from within Zoho Creator Accessing quotes, bills, and invoices from within Zoho Creator Linking bills and invoices to a project and performing profit calculations With Deluge, you can use the built-in integration task to connect with the

• Importing Data to update and not add

  I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that.  Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

• Introducing Assessment-based Filters in Zoho Recruit

  We're thrilled to announce a handy new feature: Filtering Candidates by Assessment Answers. This tool allows you to refine your candidate search based on their performance in screening tests or assessments. It's a great way to find candidates who meet

• Editing plain text files

  Is there any way to edit plain text files through Zoho Docs or any related service? I do most of my writing in plain text format for a wide range of reasons, sometimes by necessity and sometimes by preference to ensure maximum accessibility in future. My many plain text files include general notes, long documents (often using markdown or latex), numeric data, and code. I can open and view these files in Zoho Docs. But to edit I must open them in Zoho Writer, which warns that a new Zoho Writer document

• Zoho Creator not accounting for time change

  I have the timezone to my Creator application set to Eastern Standard Time(SystemV/EST5EDT). This is under the GMT -5:00 category. I was under the assumption that since EDT was present in the time setting that my application would switch automatically

• Adding bills from docs *** Internal Error ***

  Same internal errors in Chrome & Edge !

• how to send recurring estimates instead of recurring invoices

  Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number

• Client Script - Updating Field Value in Detail Page of a Lead

  Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

• CRM email sync with 365 - app passwords

  Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order

• Tip of the week #48- Never miss an Instagram DM again!

  Do your teams often juggle multiple conversations across different channels like emails, Instagram DMs, and more? When messages are scattered across platforms, it's easy for important ones to slip through the cracks easily. Not to mention, constantly

• Useful enhancements to Mail Merge in Zoho CRM

  Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

• How do I change the order of fields in the new Task screen?

  I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

• Using lookup field in Formula field

  I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• tasks management

  Hi there, Attached file is a task flow char. Can you please guide me through in detail to manage this task flow in ZOHO CRM? Thank you.

• Updating a contact record's multiple select field

  Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email"  (including the quotes) but the flow returns an error requesting a jsondatatype.  I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field  with Zoho

• Custom Related List Inside Zoho Books

  Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

• Are downloadable product available in Zoho Commerce

  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

• Add multiple users to a task

  When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

• Can you sell Subscriptions using Zoho Commerce?

  In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

• Tip #1: Grouping (Filtering) records in the CRM mobile app

  Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time

• Everything you want to share — in ONE link

  Hey everyone, Say hello to our very own link in bio tool – Linkthread is designed to create a single customizable link that contains everything you want to share with your audience on social media. Welcome to the Linkthread Community! What's Linkthread?

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• Building extensions #4: Integrating Zoho Books with applications using connections

  In our last post, we looked at an overview of the key features available for creating a Zoho Books extension, including connections. In this post, we'll go over connections in depth, including their types and applications. What are connections? "Connections"

• Issue Loading Dynamic Table Fields in Zoho Writer

  I am experiencing an issue while configuring a repeat table in Zoho Writer. When attempting to insert a dynamic table, I receive the following error: "There was a problem loading your dynamic table fields. Please try again in a while." I have already

• Announcing the all-new Offers Module and Offer Approvals in Zoho Recruit

  We're happy to introduce - Offers as a module. As we all know, Zoho Recruit is a powerful Applicant Tracking System that can help us. One of its key features is the ability to generate and approve offer letters. When a candidate is the right fit for a

• Next Page