Unveiling Zoho Sites 2.0 - A New Dimension in Website Building
Greetings, Enterprise Community! We are delighted to announce the launch of Zoho Sites 2.0 today! This update signifies a substantial leap forward in Zoho Sites' capabilities, offering features that can profoundly impact your business. We invite you to
Issue When Attempting to Integrate Zoho Finance With CRM
Hi Enterprise Community, We have identified an issue when trying to integrate Zoho Finance with CRM. If Zoho Books is associated with Zoho Subscriptions, Zoho Expense, Zoho Inventory, Zoho Payroll, or Zoho Checkout, an internal server error occurs. Our
Mastering Zoho Flow: Essential Tips and Tricks
Are you looking to streamline your business processes and automate repetitive tasks efficiently? Look no further than Zoho Flow, a powerful integration platform that allows you to connect your favorite apps and automate workflows seamlessly. Below, you'll
Issue with Zoho Finance Module in Zoho CRM
Hello Enterprise Community, I wanted to inform you that an issue has been reported regarding receiving an "Invalid URL Passed" error when trying to access Sales Orders within the Zoho Finance Integration in Zoho CRM. This issue is specific to Sales Orders,
CRM Dashboard upgrades: Dashboard Locking, display large numbers in shortened form, and additional display of record count in KPIs
Hello Enterprise Community, Zoho CRM dashboards provide a quick and comprehensive view of your organization's performance, facilitating faster and more efficient decision-making. Our new enhancements will improve the security and usability of dashboards.
Leverage competitor mention in workflow rules
Dear Enterprise Community, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,
Reported Issue in Zoho CRM - Getting error while accessing Modules, Custom Views
Hey Enterprise Community, We have identified that we are encountering an error message stating "Internal error has occurred" when trying to access modules and custom views in Zoho CRM. Additionally, actions such as record creations via API and WorkFlow
CRM Issue Find and Merge
Greetings, Enterprise Community! We wanted to connect with you regarding a recent issue concerning our Zoho CRM Find and Merge. It has come to our attention that upon attempting to search for duplicate records using a criteria, the page loads indefinitely.
OnGoing Issue - Delay in triggering Custom Functions in Zoho Desk!
Hello Enterprise Community, We have identified that Zoho Desk is currently experiencing a 30-minute delay in triggering Custom Functions. This delay also affects Zoho Desk Webhook triggers that are configured in Zoho Flow. Our development team is actively
ZOHOLICS - AUSTIN 2024
✈️ Unleash the Power of Zoho in the Lone Star State ✈️ Greetings Enterprise Support Community! Our flagship event is BACK! Join us in the vibrant city of Austin for two days packed with innovation, inspiration, and unforgettable experiences. We're bringing
Multi-level prioritization of records with multiple Kanban views per module
Greetings Enterprise Support Community! We are happy to announce the introduction of a new possibility within Zoho CRM - creating multiple Kanban Views within a single module (depending on your edition). As you may already know, the Kanban View in Zoho
CRM Wizards for Inventory Modules and More
We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive forms,
Introducing Solutions Library for Zoho CRM
Greetings Zoho Enterprise Support Community! We are thrilled to announce the launching of a programmable solutions/use cases library for Zoho CRM. The library will offer numerous solutions across various modules and automation features. First, let's understand
CRM | Exciting Announcement: Explore the Power of Cadences Studio in Our Webinar Sessions!
Dear Enterprise Community, Get ready for an enriching experience as we unveil the possibilities of Cadences Studio in our upcoming webinars next week! 🚀 Session Details: Session 1: Date & Time: Monday, February 5, 2024 9:30pm CT Registration Link Session
Struggling with CRM Data Inconsistency? Here's Your Solution to run business in Auto Pilot Mode
Are you finding it challenging to maintain consistent and accurate records in your CRM because users often forget to update them after completing tasks or calls? Does the need to toggle between multiple apps for a single task and the burden of performing
Unveiling the Future of CRM Engagement: Introducing Zoho CRM's Cadences Studio
Hello Enterprise Community, In the ever-evolving landscape of customer relationships, businesses face the challenge of standing out with unique and tailored engagement strategies. Gone are the days of generic communications and mass email blasts. Today's
Introducing Zoho CRM Support Access for Enhanced Assistance
Hello Enterprise Community, We are excited to announce the launch of Support Access, a powerful feature designed to streamline and expedite support interactions with our Zoho CRM users. What is Support Access? Support Access allows you to grant temporary
Important Announcement: Update Record Issue in Editing Mode
Hello Enterprise Community, We'd like to bring to your attention an issue in update record. Currently, when attempting to edit a record using this functionality, all field values will appear blank and greyed out. It's important to note that this issue
Zoho CRM: Issue with viewing chart in Reports Module
Greetings, Enterprise Community! We hope this message finds you well. We wanted to inform you about a recent issue identified within Zoho CRM. Specifically, there seems to be a challenge in the Reports module when attempting to view charts created in
🚀Explore the Power of Zoho CRM API v6!
Hello Enterprise Community, Get ready to elevate your Zoho CRM experience with the robust features and enhancements introduced in API v6! Unleash the potential of custom fields, bid farewell to duplicates with the Merge Records API, and discover much
Unveiling the Enhanced Data Model for CRM
Happy New Year from The Enterprise Support Team! We are excited to announce the release of our newest feature – the Data Model! As a valuable member of our community, we believe this tool will revolutionize the way you understand and navigate your CRM's
Your Input Matters!
Greetings from Zoho Enterprise Support! We would like to thank you for your ongoing confidence in our support team. Our team has transitioned to a cohort model of dedicated specialists for handling all support requests. This has allowed us to maximize
Issue Viewing Attachments in CRM
Hello Enterprise Community! At 12:23pm CST today, our team identified an issue an issue today related to viewing attachments within CRM. This issue is affecting some but not all users. We are working diligently to resolve and determine the root cause.
Coming soon this December: A revamped setup page in Zoho CRM!
Dear Enterprise Support Clients, We're excited to announce the upcoming makeover of our Zoho CRM Setup Page. This revamp is crafted with meticulous attention to enhance the setup page's organization and visibility, aiming to boost your experience and
Zoho CRM: Issue with Audit Log Export file **UPDATE: Issue Fixed**
Hello Enterprise Community! We are reaching out to address a recent issue identified with the Zoho CRM Audit Log Export functionality. It has come to our attention that the exported Audit Log file from Zoho CRM is currently missing timestamps within the
Check out our Zoho CRM Autumn Blog!
We're excited to announce that this autumn, Zoho CRM will introduce a range of updates and enhancements to improve your CRM experience. To stay up-to-date and catch a glimpse of all the exciting improvements and developments, we invite you to check out
📢 Stay updated with our new Enterprise Support category! 📢
We’re excited to introduce our new Enterprise Support category in the Help Center. We’ll be using this category to provide carefully curated information and updates to our clients in order to serve you better and keep you informed. When you follow the
Updating CRM Bluepring statuts through API and workflow rules - API V2.0
Hi, I would like to know if it's possible to update blueprint statuts through API and workflow rules? During API v1.0, I had setup automatic blueprint status update using Zapier, Zoho Forms, etc. When API v2.0 rolled out, everything was blocked. Today, I saw that workflow rules were able to change the status, but not Zoho Forms. I would like to know: 1-Is it normal that workflow rules can change the Blueprint status and not Zoho Forms? 2-Are other API such as Zoho Flow, Zapier, able to change the
Books Allocation of COGs on Credit Note Missing
I am shocked and utterly disgusted with Zoho Books and the validation and trustworthiness of the financials I get from Zoho Books. Today by total accident I discovered if you issue a Credit Note against a Invoice that includes items that you keep in inventory
Using Google Sites, Zoho Sites, or Zoho Learn for documenting team processes
Hello, Our company is making an emphasis on documenting processes better. I know some companies have an internal site that pulls together various links to show all company processes and workflows. This then has better flow and user experience as opposed
How to change the author of a blog post in Zoho commerce?
I've just placed a new blog posting onto our Zoho commerce module. The blog itself was written by one of my colleagues so I want to make sure his name is in the "by _____" section. I don't see a way to change whose name is given for writing the blog.