Cadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
List of hidden features
Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
Kaizen #157: Flyouts in Client Script
Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'
We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly
Credit Management: #4 Credits on Unused Period
Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
Tip of the Week #73– Automate workflow with Make integration.
Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this
Kaizen #89 - Color Coding using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
Zoho Desk Limit for Comma Separated Queries
Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"
Option to block bookings from specific email address or ip adresss in zoho booking
Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
Meetups de Usuarios de Zoho - Noviembre 2025
¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
Credit Management: #3 Setting Credit Limit for Customers
Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order
Marketing Tip #4: Build your email list early
Email marketing has one of the highest returns on investment. Don’t wait until later; start collecting subscribers now. When you've got their attention, you can send them emails about offers, new product launches, seasonal greetings, and more. Try this
Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.
When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com
Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns
Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween
Kaizen #213 - Workflow APIs - Part 1
Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,
Migrate file from Single File Upload to Multi File Upload
Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?
Limited review (/questions) for Bookings 2.0
Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
Tip #3: How to change your booking page language
Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
Identifying and Merging Accounts with Similar (Non-Exact) Names
Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
Automating Ticket Responses Using Zoho Desk's AI Features
We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this
Service locations are tied to contacts?
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.
Credit Management: #1 Credit You Owe vs Credits Owed to the Business
Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're
Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'
Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions
CRM E-mail Sync from Outlook
We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.
Communicating with emojis
On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
Tip #7: 5 formas de mantener tus listas de correo electrónico
Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021
Marketing Tip #3: Use social proof to build trust
People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs
Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We
Null
If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?
Tip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns
Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features
How to iterate through excel data using zoho rpa
I wanted to iterate or loop through excel data ( datatable). How can i do that
Seamless multilingual messaging and tone control in Zia IM Composer
Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
Tip of the Week - Conditional Formatting Chart
Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend. Zoho Analytics allows you to
Putting Watermark on Zoho Sheet
Can this be done?
Advanced Usage Billing: Prepaid with Drawdown
Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a
Billing Management: #10 Solving Common Mistakes in Billing
Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending
Page Layout- Horizontal Rule
When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields? I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section. If this is not possible, does anybody have any other suggestions on how to create this same effect? Thank you!
Apply Vendor Credit Automatically
Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
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