What's new on Zoho Marketplace for April 2021

Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in April 2021.

	CallerDesk for Zoho (For Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk) CallerDesk is a cloud telephony platform that allows you to track employees' incoming and outgoing calls, and lets your team members add notes, follow-up actions, and customer feedback. Get deep agent analytics with the advance agent break module and live login timer. Learn more
	Bybrand for Zoho CRM  Create uniform email communication with customers in minutes using powerful HTML signatures. Standardize your sales team's email signatures and boost your brand reputation with modern and professional designs. Learn more
	GoToConnect Additional Resources for Zoho CRM  Do more from Zoho with the option to create satisfaction surveys on your phone and receive results directly in Zoho and add features that can help Zoho CRM + GoToConnect users increase the results potential of the tools used. Learn more
	Leaflet for Zoho CRM  Leaflet’s Zoho CRM integration enables organizations to take all or part of the document that drives deals and publish them for document creation. Draft whole agreements in minutes without leaving Zoho CRM and capture key terms and metadata automatically for analytics and reporting. Learn more
	Ship Station Order Management for Zoho CRM  Maintain your orders, products, and customers in Zoho CRM using Ship Station extension for Zoho CRM. Synce order to the Sales order module in Zoho CRM, and order-related referential entities such as Customers and Products are created as Contacts and Products respectively in Zoho CRM. Learn more
	B2Brain for Zoho CRM Engage your prospects with unique insights about their business. No more searching on Google and wading through irrelevant results. Get intel on your target accounts, talking points, and recommended leads, all within your Zoho account and contact records. Learn more
	Purchase Frequency for Zoho CRM Purchase Frequency for Zoho CRM gives your sales and marketing teams the data they need to follow up with a prospect or customer at the exact right time. Generate graphs with key sales trends for a customer and ensure timely and effective follow-ups. Learn more
	Bag A Chat for Zoho CRM  Integrate Whatsapp with Zoho CRM using Bag-A-Chat. Start sending and receiving WhatsApp messages to customers directly from Zoho CRM. Learn more
	WooCommerce for Zoho Desk Automatically create support tickets in Zoho Desk for every WooCommerce order, support agents can easily track customers and their order information without leaving Zoho Desk. Learn more
	Zoho WorkDrive For Zoho Mail  Access and manage all of your files right alongside your emails by integrating Zoho WorkDrive with Zoho Mail. Choose files from WorkDrive extensions to automatically attach them to the email being composed and more. Learn more
	Itilite travel for Zoho Expense  Make hassle-free travel bookings for all your employees with itilite and see these travel expenses added automatically in Zoho Expense. Track all spends (including travel) at a company level and always be audit-ready. Learn more
	Feather Icons For Zoho Show Zoho Show is a cloud-based presentation tool that lets you create, collaborate on, and present beautiful stories. With the Feather Icons add-on, communicate more with vectors while making your content more interactive and interesting. Learn more
	CandidateZip for Zoho Recruit Add candidates to your Zoho Recruit panel directly by adding resume files. Minimize the manual effort involved in extracting data from resumes and speed up the recruitment process. Learn more
	Training Provider CRM Training Provider CRM is specifically created for the needs of trainers on Zoho CRM. Capture leads from a variety of sources, like websites, landing pages, email, phone, and chat. Manage courses and training batches for each course and more. Learn more
	CRM4 Realtor  CRM4 Realtor is a custom app built using Zoho Creator to help real estate agencies automate their  buisness processes. Register the deals and contracts of the agency, reflect commissions of agents and referrals, generate invoices, and export/send invoices in PDF. Learn more
	CRM4 Freight Forwarder v2.0  A comprehensive CRM for freight forwarders created using Zoho Creator. Capture and track leads, then turn them into customers through email marketing campaigns, social media posts, SMS, and cold calls. Learn more
	QCare (Available for IN DC only) Blood Bank Management is an application intended to help blood banks digitally maintain their blood stock details and donor lists. Store all your data over the cloud and access it from anywhere for quick updates. Learn more

Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace. Explore Zoho Marketplace

Here's an archive of all the releases from previous months, in case you've missed any: New on Zoho Marketplace

• Topic Participants

• Reena Makwana

• Sticky Posts

• What's new on Zoho Marketplace

  You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace

• Recent Topics

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

  [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Kaizen #168 - Incremental Authorization

  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

• Zoho Analytics Pivot Table - How to compare month vs last year same month

  Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• 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

• Automation#25: Move Tickets to Unassigned When the Owner Is Offline

  Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• I want the currency in my account to be Mexican pesos.

  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Year-End Wrap: Don't rewrite - Switch to Email Templates

  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Clear String field based on the value of other field

  Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Bug - OTP (email) and No Duplicates

  Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Unable to send emails

  I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

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