Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers.
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Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingNew User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
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Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,Marketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helpsCannot add note to record on mobile
In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send emailCustom color coding for your entities
Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitiveThe Social Wall: August 2026
Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messagingHow do I get to "Admin Panel"
I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?【初開催！ オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します！ 10/15 参加無料
ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します！ ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」Marketing Tip #46: Run flash sales the right way
A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at fullIntroducing Smart Fields in Zoho Forms
Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now dragCheckbox not displaying correctly in subform
Greetings: I have shared my app (wv) with support. I am having problems with a checkbox field not displaying correctly in a subform. The main form is called volunteers and the subform is called volunteers_subform. The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes. But when you view it in the main volunteers form, it displays as a multi-select dropdown instead. I have attached jpegs showing the difference. Any thoughts?Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in formValid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from usingExpand Zoho Analytics Spatial Capabitlities
Dear Analytics team Thanks for the great product - I'm a big fan on Analytics and the monthly release highlights is one of my favourite emails to receive. I'd like to request expansion and improvement of Zoho Analytics spatial data capabilities, namely:Automate customer follow-ups with Sequences in Bigin
Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatCan we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?
Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,Tag Limi?
is there any way to create more than 20 tags?prefill_data for Creator + Merge & Sign
Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way toCan I Build a Gaming Website Using Zoho? Need a Quick Roadmap
Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized forRemove Due Date from Statements
Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it reallyWhat Should an Agent-Native Project Workspace Look Like
AI is moving beyond assistants that simply answer questions. With tools like MCP, agents can now interact directly with project data and perform actions. That makes me wonder: what should an agent-native project workspace actually look like? For me, itunable to join meeting due to speaker issue
unable to join meeting due to speaker issueHow to add formatting in zoho.cliq.postToUser(...) message?
In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no largeMarketing Tip #50: Sell digital products and use them to grow your store
Physical products need packaging, shipping, and stock management. Digital products need none of that. Once created, they can be sold an unlimited number of times, delivered instantly, and never go out of stock. What counts as a digital product? A digitalCan I import customer data from Zoho Invoice to Zoho CRM?
I have been using zoho invoice for a couple of years and have built up my client list here. I am now giving Zoho CRM a shot and am hoping I can get a lot of my already established data (financial trading records) over to zoho crm? Can anyone tell me if this is possible and how can I do it?Turn off Mobile Optimize
Hello is it possible to stop the automatic mobile optimization of my site as it looks much better on a mobile in full site format rather than mobile format. ThanksHow to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?API - Available Stock Definitions
Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.Cross-application Deluge calls fail when application link name starts with a number
I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-applicationTransformez vos webinaires en opérations automatisées
Organiser un webinaire, c’est bien plus que passer en direct. Il faut gérer les inscriptions, suivre les participants, envoyer les enregistrements, mettre à jour le CRM… et s’assurer que chaque étape se déroule au bon moment. L’automatisation des workflowsCash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our BasicMarketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyHow can I filter inactive/disable agent tickets?
Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.How do i move multiple tickets to a different department?
Hello, i have several tickets that have been assigned to the wrong department. I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration inCreate Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when weMigrating from Zoho Checkout to Zoho Billing
I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.Step up your lead generation game with online forms
Hello fellow form builders, Generating leads for your sales team gets easier when you integrate your CRM with online forms. To help show you how to use forms as part of your lead generation strategy, we have exclusive tips and tricks on how to collect, update and prioritize lead information in Zoho CRM based on form responses. 1. Create new leads If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Check out the article on howAPI - Bank Accounts | Reconciliation Discrepancy
Unless I'm reading it wrong, the documentation for the Bank Reconciliations API is inconsistent with itself. https://www.zoho.com/books/api/v3/bank-accounts/#create-a-bank-reconciliation The text definition says that the transaction_id should be a string,Next Page