Community Digest - May 2020
Announcements:
Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package.
Kaizen:
ZUG Virtual Meetups:
If you haven't registered for one of our virtual ZUG meetups yet, go ahead and check out our schedule here. These weekly meetups focus on different areas of CRM to help you learn and discuss with your peers.
App Spotlight:
App Spotlight brings you hand picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps.
Tips and tricks in Zoho CRM for Mobile:
Discover effective ways to leverage your productivity with useful tips and tricks in Zoho CRM for Mobile
Useful Discussions:
Scaling sales:
Scaling sales is a community of sales leaders and executives who will be your drivers for growth by sharing best practices to enhance your business functionalities. Hop over to the latest post in this series on ways to scale your sales -
How-To:
How-To is a new community learning series that focuses on sharing simplified processes to accomplish your CRM activities more conveniently
Word of the day:
Introducing our new addition to community learning series - Word of the day. This series is a fun way to help you understand the major features and jargon in CRM. Follow the word of the day series for a better grasp of CRM Terminology. Check it out now!
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Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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Recent Topics
Errorcode 554
Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop. Please can somebody help me?Spamcop
Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"Will Zoho Search work with Zoho Learn
Currently, Zoho Search only works with Zoho Wiki which will be phased out. Moving forward, will Zoho Search be enabled for Zoho Learn? Thanks.How to use filters on all products page? Or even a category page?
Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on categoryaudio and video comments in tasks in zoho projects
Hi, is it planned to have the ability to post audio and video comments? the whatsapp wechat format of communicating is a reality... tools like zoho project would facilitate a lot teamwork by facilitating the way in which we can give feedback in audio and video rather than only text. thx!Zoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attachingBoas práticas de desenvolvimento em Deluge
O Deluge (Data Enriched Language for the Universal Grid Environment) é a linguagem de script utilizada em diversas aplicações do ecossistema Zoho, como Zoho Creator, Zoho CRM, Zoho Books e Zoho Flow. Ela foi projetada para permitir automações rápidasSeeking a WhatsApp Business App (not API) Zoho CRM integration
We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we wouldZoho Sign 2025–2026: What's new and what's next
Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.Intergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.Emails being blocked / spamcop
Hello, I am unablr to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop.net Please help on this.Zoho IP blocked by SpamCop 136.143.188.16
Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocjed by SpamCop.net Please help on this.Is there a way to configure dark mode for Campaigns emails that go out to customers?
I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns? We sent out a test email the otherCan I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would beAuto-publish job openings on my Zoho Recruit Careers Website
I have developed a script using the Zoho Recruit API that successfully inserts new jobOpening records to my Zoho Recruit website, but my goal is to auto-publish to the Careers Website. The jobOpening field data shows two possible candidates to make thisCredit Card Terminal for Zoho Books
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank YouHow do you print out the invoices comments
I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)
Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allowsNeed advice for product/item search functionality when adding invoices.
My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?
Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)Feature Request: "Send Invitation" Toggle for Events
I am writing to request a critical "Quality of Life" update for the Activities module. Currently, adding people to the Participants field in an Event triggers an automatic email invitation/acceptance tracking with no way to opt-out. For general eventsAccount Review Pending - Daily Limit 100
Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longerAutomation Series: Move Tasks to a different Task List on Status Change
In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketingIntroducing Bigin's all new integration with Microsoft Teams
Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.Scaling the customer journey: What's new in CommandCenter
Dear Customers, The last time we connected about CommandCenter, it was about the tool's new controls and revamped UI. Personally, the overhaul of the UI from the last update, still excites me. Today, we're here with news about its scalability and addedAdjusting Physical Inventory
Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to beDynamic Remaining Quantity in Lookup During Allocation
Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity insideIs it possible to use HTML formatting in SMS messages sent from Zoho?
Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through ZohoImportant update: Migrate to the new SalesIQ live chat widget before April 14, 2026
The old SalesIQ live chat widget will be deprecated on April 14, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After April 14, 2026, the old widget will no longer be maintained, which can lead to slowerIf your IM chats aren’t auto-assigning, here’s what to check
Hey everyone! We’ve been seeing quite a few questions around Instant Messaging (IM) Chat Routing in Zoho Desk, especially around how it actually behaves in real time. So I thought I’d share a practical breakdown of what’s happening behind the scenes.connect zoho creator with google drive
Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and placeUploaded files are not included when using "Include user submitted data" in Email Notification
In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through FileExtend Zoho Canvas Customization to Zoho Creator Forms and Reports
Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,Kanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.Button ''I'm Interested'' won't translate
Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,Feature request - image resizing on sales orders
I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfsEmail Parser Not Extracting Fields Correctly with Certain Label Formats
I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:Zoho CRM Community Digest - February 2026 | Part 1
Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up theNouvelle fonctionnalité : donnez du style à vos pages avec le Branding
Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sansHow to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes
Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.Next Page