How to Supercharge Your Hiring Process with Zoho Recruit's Automation and AI
Talent acquisition in today's competitive market is more important than ever. But with limited time and resources, it can be tough to keep up with recruitment demands. This is where recruitment software can play a crucial role. By automating various aspects
Inline images in e-mail don't display in replies
Hello. I often embed an inline image (PNG, JPG) as I'm sending an e-mail, but when the recipient replies, the image doesn't display. Instead, there's a long string of digits where the image appeared in my original e-mail. For example: <1706904152412004_167488908.png>
How to insert a photo in my email notification for appointment bookings.
Hello, I'm trying to insert a photo in an initial appointment confirmation in Zoho Bookings. I don't see anywhere to upload the image. Please see attached file. This what I see and I'm not sure what to do with that. Thanks for any guidance!
When will zoho add the new Microsoft standard font 'Aptos' to campaigns email templates
Is there a data for when Zoho will add the new standard font Aptos to their platforms?
Payment Terms on Sales Order/Estimate
1. Is it Possible to put the Payment terms on sales order/Estimate? We can choose payment terms in invoice but not able to do it on SO. 2. Is it also possible to pass the data Delivery Method to Invoice as well? We choose the delivery method on sales
Blueprint transition does not detect assigned owner
Hello. The lead is added to the CRM by Email Parser. This works flawlessly. I created a blueprint for leads management. The record owner is automatically assigned by the Assignment Rule and is visible under the lead details but as you can see it shows
Encrypted fields
I am using Zoho forms to collect PII and PHI from clients. So for example I mark the Social Security Number field as "encrypted". There's just one problem: when the info comes back, and I download it in a csv file, the data is encrypted and I cannot use
Trigger a workflow when Mail task has a given label
HI, I've task in Mail, and would like to start a workflow either via a (custom) button or when certain condition are met (in my case, specific label). Does zoho Mail allow triggers and workflow ? I had a look at Zoho Flow's Mail connector, but mail is
Custom Functions no longer working
Team, I have several custom functions that stopped working. They were all working yesterday. See attached. Upon checking the error, it seems like there is an error with a Zoho Books connection. I also manually executed said custom function and it also
Pick list
I am finding it difficult creating a picklist from the mobile app. Also, I want to format the date display. How do I do it? The app seem to be slow and crashes sometimes
[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
Migration from Evernote
I’m a Mac/iOS user, and have been an Evernote subscriber for more than 15 years. I’ve made the decision to migrate over to Notebook. I have 2200 notes and for some reason the webpage has me stuck at 66% migration. I did find that you can only run migration
CRM Webform - Form Name cannot be hidden
Hi Zoho, It appears two large problems with your CRM webforms. 1) The Form Name is displayed as mandatory on the webform 2) If displayed, there is no control over the look-and-feel to control within our brand guidelines on website. This is directly affecting
[URGENT] Applications in the EU data centre cannot be used?! Total failure
Hello there, currently the services cannot be accessed! What is happening here? The problem has existed since today 07/02/2024 09:00 GMT+1
Transfer data to new phone
How to transfer notebook to new phone
Taking Comment Timestamp and adding to a custom date field
We are using Zoho Projects, including the comments field extensively, and I have had a request from one of our PMs as follows: They would like to be able to sort projects in their project list view, by 'latest comment'. i.e. they would like to see the
Zoho Mail app update - Android - Insert Signature
Hello everyone! The latest Android version(v2.6.17) of Zoho Mail app, now features a highly requested feature: the 'Insert Signature' option!Now, composing emails on the go just got even easier with the ability to seamlessly toggle between different signatures
Hebrew Right-to-Left (RTL) support is now live on SalesIQ!
Hello everyone! In our ongoing commitment to diversify SalesIQ for a wide range of users, we are happy to share an update that enhances the SalesIQ experience for our Hebrew-language users. The Hebrew Right-to-Left (RTL) support has arrived on SalesIQ
Unable to see contact role contacts in emails other than primary? - In potentials / Deals
I am unable to see the emails of any of the additional contacts added via contact role. The video here shows that we can do this but the middle "Names" selection box is not showing up for me? I have multiple contacts added via contact roles and the only
Once Zoho mail detect the web pixel, does Zoho mail still download it or block it?
Once Zoho Mail detects the web pixel, does Zoho Mail still download it or block it? When we open the email with Webpixel, is it downloaded already?
Outlook e ActiveSync
I'm using ActiveSync with Outlook in the Office 365 version, but it's not syncing. Support asked me to contact the Outlook team, but I believe the issue lies with Zoho, considering that other email accounts using the same protocol are working fine.
Field Editing
can i remove specific fields from Accounts
Use Zoho Sign to get Sales Order Signed
I see that Zoho Books has a digital signature option for the invoices now but we need it for the Sales Order. Any ideas how to access the Sales Order PDF in Zoho Finance to be accessible when creating a Zoho Sign document? In the deal, Zoho Sign can access
Power of Automation:: Automatically associate the Timesheet layout upon Project custom field update.
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement On a specific custom field update done in the Projects module, the user wanted
Bulk Redirecting Help Center URLs
Hello, We are migrating our self-service portal to Zoho Desk from WordPress. We have a bunch of URLs of pages that need to be redirected to an article or a page in Help Centre. Is there a functionality to upload bulk URL to have it redirected? If, for
Extension pointers #13: Handle cases with personalized solutions using custom actions
In our last post, we detailed the steps involved in creating a custom action and the workflow from the developer and end user's side. Now let's look at a working example of how we can create a custom action and implement it in a Zoho CRM account to make
zohodesk api create a ticket
Hello, How can i create a ticket via api without a contactId? but by using email?
Not able to create new custom module
Hi, I'm not able to create new custom modules. I've the highest possible role and permissions. What could be the problem?
Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice > Project IDs
The Project IDs field on the Bug: Zoho Flow > Zoho Books > Action: Update Recurring Invoice form does not work. I can update other fields for the same recurring invoice without issue. When I try to add a project that belongs to the same customer as the
Tip #3- How to invite customers to join a remote support session in Zoho Assist- 'Insider Insights'
Hello, everyone! We're back with another tip for the members of Zoho Community. In our previous post, we discussed the ways to start a session. This week, we'll explain how to invite customers to a remote support session. Once you've started a session,
Field limit | Zoho Desk
Hello there, In Zoho Desk you can create significantly more than 100 custom fields, plus the standard fields, of course: (img source: https://help.zoho.com/portal/en/kb/desk/customization/layouts-and-fields/articles/working-with-custom-fields#Adding_custom_fields)
Are the Integration tasks still using API V2.0?
Are there any plans to update the integration tasks to use the V2.1 API? I'm assuming it's still on 2.0 since I can't seem to stop the workflows from triggering when adding a record and I haven't needed to bother with the external API yet so I'd rather
Star out responses ***
So I am working on a form where I need to collect social security numbers from people. I have marked the field as both personal and encrypted with works well but I'd like to make it so that as they type their response (social security number) it hides
Maj Février 2024
Bonjour Depuis la mise à jour proposée, hier, par Zoho sheet, il m’est impossible d’ouvrir mes fichiers d’emploi du temps! L’application se ferme avant l’ouverture du fichier. que faire?
Tracking Recruiting Portal
Hi, is it possible to track the Portals from Zoho Recruit with Google Analytics or Pagesense? If not, is there a solution to track Conversions from Recruiting Campaigns? Thank you!
How to send a notification based on a tabular section
Hi, I have a form that includes a "tabular section" where employees can add a new line each time they acquire a new certification. Would it be possible to trigger a notification to the manager when the employee registers a new certification in Zoho? Any
can't verify my spf record
I need help to verify my spf record. I added the sm spf record that zoho give me but it still not verified. please help me to verify my spf record.
COQL selecting a column with space, how i can do it?
Hi Zoho Team I got a problem, when i was programming a Zoho deluge but my query need to use a column name with space, please see the code: queryMap = Map(); queryMap.put("select_query", "select Last_Name, First_Name, Full_Name from Leads where id ="+id+"
Import does not seem to be working
I have started to import my mail from an old account to Zoho. I successfully imported two very small inbox files (zipped files including eml letter files). After that, with larger, main files, I have no success at all, but I also cannot see any error
Business QR Code
Hi, it would be nice since Zoho interact with customers to have dynamic QR code to show page with contact detail, photo, company website .. etc. simmilar to what we find on website like bitly.
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