Generate payment links to collect your payments from Android
Hello everyone! We're happy to announce that users can now generate payment links from their Bigin mobile app to collect payments from customers. This will help them manage their payments more efficiently, as payment records are linked to the pipeline
Introducing the Image Slider field: Multiple images, one clean carousel
Hey everyone, Some context is best communicated visually. When you are offering a service, a written description rarely does enough work on its own. People want to see what they are signing up for before they book or pay. When you are selling a product
Online PDF Editor
Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please
How to migrate emails from Amazon Work Mail?
Hi, I've an account with Amazon Work Mail, I'd like to migrate emails from Amazon Work Mail to Zoho Mail. Can you guide me? Regards, Mahendran
IP Address List > Sigma
We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform
steps and options to change Domain DNS/Nameservers settings
Please share the options or steps to change Domain DNS/Nameservers settings
Product sorting in Zoho Commerce - how can I influence standard behaviour?
Hello Zoho, I want to sort my products by e.g. name, SKU (Ascending / Descending) or by another attribute. I could neither find any solution in the settings, nor an entry in this help. Can you advice how this would work? Seems the standard sorting is
Journey vs Campaign Confusions
Hi there! I hope you're all doing great! I'm new to the Zoho MA and I'm confused between Journey and Campaigns. I'm not sure if these two work together or not. I hope you can enlighten me. What I'm trying to do is setting up a Newsletter. 1. We have a
Survey questions inside email template
We have a Net Promoter Score survey. It is 3 questions only. When the deal is closed we need to send an email to a customer asking them these 3 questions. Currently, the only option I can find is to give a customer a link to survey. What we need is to
No DINAR (Serbia) in currency list
There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.
#18 Money in the Bank Doesn't Mean Your Books Are Upto Date
Many businesses have experienced this. A customer transfers the payment. You check your bank account and see the money has arrived. A week later, while reviewing outstanding invoices, you realize the same invoice is still marked "Unpaid." The payment
Enhance form structure with the Heading field
Hello form builders, A form without structure creates cognitive load. When respondents can see where one section ends and where another begins, they move through the form with less friction and more confidence. This is the reason we have introduced Heading
Zoho Books - Feature Request - Improve Online Payment Badges
Hi Finanace Suite Team, I use Stripe to facilitate online payments and I often have customers who don't notice the online payment option on the invoice. The below example shows how a stripe payment link appears on the invoice. In this example you can
Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
Improved configuration experience for Zia AI features
Hello everyone, Zia, the AI assistant built in to Zoho Creator, powers a range of capabilities—from generating forms and suggesting fields to writing Deluge scripts and running AI agents—that help you build applications faster. Until now, configuring
Cdata - Looker Studio Community Connector Error to Zoho CRM
Hi! Has anyone encountered the error message below when trying to connect to Zoho CRM from Looker Studio, and found a solution? I opened a ticket wih CData but didn't hear back.
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Zoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
i cant able to transfer data
i cant able to transfer all data in folders (multiple data) from ONEDRIVE Microsoft to the ZOHO work drive. Each time I can only send 1 file. like 1 photo, 1 audio. It's not very useful for me. Please give me a solution to upload multiple files at a
How many Zoho Sales IQ do I need?
Hello, We are a SME currently moving from Hubspot to Zoho. We are already using Zoho books and CRM, I am wondering how many ZohoSalesIQ account do I need? We mostly need to track our website users, no need for chatbot or anything. I am thinking to buy
Where can I find the best mail backup tool for Windows?
Later this evening I found Mail Backup Tool in google. Actually I was looking for a solution to download/save emails to my local drive. As I had plenty of important data stored in my email account. So i was not in a mood to take this thing lightly. This made me curious to found any software which can help me to backup my data to hard drive. Then I found the above application which was like a gem. A complete email backup solution for Zoho Mail, Gmail, Yahoo Mail, Office 365 and more than 40+ email
Zoho Desk data sync shows repeated “temporary error” after successful syncs
Hi everyone, we are currently using Zoho Analytics with a data synchronization from Zoho Desk. In the synchronization history, I can see a repeating pattern: the sync runs successfully, but shortly after that, another sync entry fails with the message:
Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields
Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or
Marketing Tip #40: Build trust by adding a contact option on every page
Customers are more likely to buy when they know help is easy to reach. A visible contact option like chat, email, or a contact form, reassures shoppers that there’s a real team behind the store and that support is available if they need it. This is especially
WhatsApp Campaign not appearing in Zoho Marketing Automation data import
I'm setting up data import from Zoho Marketing Automation into Zoho Analytics, but WhatsApp is missing from the available modules. I can see Journeys, Email Campaigns, SMS Campaigns, Users, Lists, and Leads but no WhatsApp Campaign option.
Ticket Status Colors
Hi everyone, In Zoho Desk, I’m trying to assign colors to my Ticket Status values, but I do not see any option in the admin panel to do this. Right now, they all show as plain black text. Where can I change the color for each Ticket Status? Or is this
ScreenPop > Ticket integration?
I'd like a way for my agents to operate this way: 1) Incoming call activates a ScreenPop. 2) If phone number matches a number in the database and any tickets exist for that company, show those ticket references (links) in the ScreenPop, allowing the agent
Deleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
Creating packages according to actual shipping processes
Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to
Add conditional statements to insert or not clause or text according to dynamic CRM fields
Hello, I would like to contsruct my contracts dynamically with conditional statements (IF, ELSE, etc) For example, according to specific CRM dynamic fields, I want to insert or not some clauses or text Would it be possible to add that feature? Best
Client Script actions on related list change
Hey all! We have our calls automatically logging into our deals module through some custom functions. Looks like by default, the calls are related to the contact and not the deal. We have made some workflow rules and functions to have the calls automatically
Migrating my Yahoo Mail to Zoho
Hi. I'm new to Zoho, having come over from the blighted Yahoo. I've signed up for the free webmail but I notice there's no web-based migration in this version. Would I be able to upgrade as an individual, in order to be able to migrate my emails from Yahoo. There's well over a decade of emails, so I'd probably appreciate the extra space too. TIA
Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Urgent Escalation Request - Severe Performance Issues and Errors in Zoho Desk
Hi, I am experiencing a serious issue with my Zoho Desk account. Since Sunday, we have been encountering error messages such as "Unable to process your request" when attempting to open new tickets or update information in existing tickets. In addition
Sortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
Suggestion: A Next-Generation Video Platform for the Zoho Ecosystem
Dear Zoho Team, I hope you are doing well. I would like to share an idea that I believe could become a major addition to the Zoho ecosystem. Just as Google has YouTube, I believe Zoho could build its own video-sharing platform. It could offer familiar
Can't Figure out Books and level 2 payment data
Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that email
Invoice template with sales tax totals
Hi everyone, I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
Why is the ability Customize Calls module so limited?
Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?
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