Introduction Dario Schiraldi Deutsche Bank Executive
Hello Everyone, Dario Schiraldi serves as a key leader at Deutsche Bank, where he plays a crucial role in shaping the bank's strategic direction and driving operational success. With a solid foundation in finance and leadership, Dario is committed to
Tracking training certification expirations
Hi Zoho Community! I'm looking for some input on the best and most efficient ways to track training expirations in Zoho CRM. I have a very specific workflow that I am looking for - my company offers trainings, and the certification expires every 2 to
Kaizen #164 : Client Credentials
Hello everyone, Welcome back to Kaizen. In this post, we will discuss Client Credentials Flow and when it can be used. What is Client Credentials Flow? According to RFC6749, the official specification for the OAuth 2.0 authorization framework, "The client
Writer loads as a blank page.
Hi, I'm new to zoho but I liked the idea of an online wordprocessor that I can use from multiple computers. I signed up a few hours ago while at work where our computers use Linus Ubuntu and a Firefox browser and the Writer came up fine. Now I'm home and using my Windows machine with Norton Firewall and Firefox and the writer opens as a blank page. I've checked my security options in both Firefox & Norton and I have received all the cookies from Zoho. What gives?
Tip of the Week #62– Use @mentions to loop in teammates.
Ever been stuck on a customer query because you needed input from someone else on your team? Maybe you were unsure about a refund policy or needed help answering a technical question. So you forward the message … and wait. Or worse, you forget to follow
Suggestions for Kiosk Functionality Improvements in Zoho People
Hello Zoho Team, I’d like to share some feedback and suggestions regarding the Kiosk functionality in Zoho People, as there are two important points that affect user experience and compliance: Visual Confirmation of Check-In Status It would be extremely
Layout Rule Fields Appear in "Verify Details" Pop-up — Confirmed Working
Hey everyone — just wanted to share a quick discovery. I created a Layout Rule in the Deals module that makes two fields show up (and required) when the stage is set to Closed Won or Closed Lost — one pick list and one text field. To my surprise, those
Enhanced crash reporting in Zoho Apptics
All app crashes have the same sad ending: The app dies while the user still wants to use it. But the reason behind each crash? They vary every time. Identifying the root cause and fixing it is already hard work for your dev team. What makes it harder?
need a formula to return value as shown (zoho sheet)
Hello folks, what should be the formula in B3, to get the value shown based on input sheet ranges. thanks in advance.
Lookup Field limitations
Good day all, Is anyone else frustrated with the lookup field limitation? I have an enterprise license, but I only get 10 lookups. Additionally, the custom module has been available for a while and is still in diapers. If you want good reporting, you
Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?
Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using
Kaizen #196 - Zoho CRM Queries - Best Practices
Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got
Kaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
How to install node packages in Zoho Creator cloud functions
I wanted to create some functions which requires node packages like axios, fetch, multer etc., How and where can i install the node packages in Zoho creator to use it in Zoho creator Nodejs function.
Marketer’s Space – Automate Subscription Management for CRM Contacts Using Workflows in Zoho Campaigns
Hello, marketers! Welcome back to Marketer’s Space. In this week’s post, we’ll look at how to simplify subscription management using Workflows for contacts synced from Zoho CRM in Zoho Campaigns. There are multiple ways to assign topics to your contacts:
I need a custom AI Chatbot to be integrated with ChatGPT to Handle Customers inquiries
I need a custom AI Chatbot to be integrated with ChatGPT to handle Customer inquiries, and save the data to Zoho CRM as a Leads, Also to schedule a demo with clients and more options
Tip of the Week #61– 5 easy ways to declutter your inbox!
Managing a shared inbox is easier than you think. With the right tools and a smart approach, your team can stay on top of every conversation, collaborate more effectively, and deliver timely responses without any unnecessary back-and-forth. Here are 5
How to work with getFieldNames formdata functions ,Any Examples
I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available
Why and When to Manually Regenerate Reports?
What is the protocol for needing to regenerate reports? It is very confusing when data in reports pulls correctly sometimes, but are inaccurate other times. Why is report regenerating necessary at all - can the report function not read the live data as inputted into the forms? We have built lots of reports and it is very tedious and time consuming to have to regenerate the report before each use of that data to make sure it is accurate. Is there a way to know when a report should or shouldn't
Zoho Mail Storage Usage Discrepancy – Incorrect Storage Reporting
Dear Zoho Support Team and Community, I previously raised a concern about inaccurate storage usage reporting in Zoho Mail but did not receive a clear or satisfactory response. To investigate further, I meticulously calculated the storage used by all folders
Painéis do Zoho CRM ajudam na Gestão Comercial?
A gestão do departamento comercial é uma questão fundamental para qualquer empresa. Uma boa gestão proporciona previsibilidade, alinhamento e melhores resultados. Acredito que todos que adquirem uma plataforma de CRM buscam uma gestão ágil e eficiente
Importing Into Zoho CRM
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields
Online Calculator
Created a public shipping volume calculator for my website visitors to use. its pretty cool when you combine the power of zoho sheets and the web experience. I chose zoho because our users dont need to login or created acct like google doc users. this is great because ppl will accept the technology more without resistance. you can see the online calculator here: hxxp://www.dblusa.com/dbl_calculator.php peace! RSA
Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!
We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with
Merge invoices
This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.
Tip of the Week #60– Reduce response time with shared inboxes!
When customer messages are scattered across different platforms and team members aren't sure who's responding, delays are inevitable. Slow responses frustrate customers and create a poor experience for your brand, especially when expectations are high.
Content Management System
Is there any plan to develop a CMS application that allows us to manage all of the ZOHO services such as Writer, Sheet, and Planner? Besides that, it would be nice to manage the files and logs of WebNMS using SOA. Otherwise i'll try to make it. Thanks, Takash F
Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0
How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially across
Zoho Support is Dysfunctional & Don't Know Their Own Support Hours
Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
Tip of the Week #57– Reply faster with saved response templates!
Ever find yourself typing out the same email reply over and over again? It's time consuming and eats productive work hours. With shared response templates, you and your team can create pre-composed messages to quickly respond to common queries — saving
What’s new in Zoho RPA: Cross-platform automation, OCR, and more!
Zoho RPA is now included in Zoho One Zoho RPA is now part of the Zoho One suite, bringing unified automation to your entire business ecosystem. You can now automate UI-based tasks across Zoho apps and third-party systems too. From processing sales orders
Best website platform to sync to Zoho Inventory
Anyone like to suggest the best website platform for syncing to Zoho Inventory? We DO NOT want to sync stock, only orders. Shopify - not an option as we have more than one website and Shopify requires 2 accounts and Zoho will not sync with 2 different accounts. Magento and WooCommerce both sync via Kloudconnectors - does anyone have any experience with this? I have trialled it and there are flaws - eg purchase order numbers are not populated. Discussion welcome!
Tip of the Week #59– Enhance team collaboration with multichannel shared inboxes!
Struggling with scattered customer conversations and missed follow-ups across your team? When messages are everywhere, it's easy for them to fall through the cracks—leading to delays, duplicate replies, and miscommunication among team members. Zoho TeamInbox
Forte's Extra Costs
Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor. I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products. This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH. However, after signing up and going through their approval process, I found this out they work with a PCI compliance service
Marketer’s Space: Supercharged Workflow with Zoho CRM Integration
Hello Marketers! Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate
Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ
Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
Create your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping Automatic
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