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                                                          • Introducing Inbox in Zoho Social

                                                            Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them
                                                          • A decade together - Thank you for being a part of the journey with Zoho Social!

                                                            A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What began as a small idea has grown to a powerful platform that helps businesses across the globe reach
                                                          • Advanced statistics for LinkedIn page, posts and monitor @mentions in Zoho Social

                                                            Hello everyone,   We've made enhancements to the Monitor, Reports tabs, and Post Stats for the LinkedIn channel in Zoho Social, so we wanted to briefly share some information about the updates. Monitor LinkedIn mentions  LinkedIn is one of the most popular
                                                          • Introducing advanced statistics for all your social media posts

                                                            When you're publishing on social media, it's important to understand how the audience engages with your content. This insight helps you come up with ideas for different types of content and also identify the social media channel that's most effective
                                                          • It's here! A Publishing Calendar to give you better view and more control over your posts.

                                                            Hello!   Just a couple of days back my colleague Vishal announced that you can now do more on Twitter with the Advanced Search Filters, along with a bunch of other cool stuff. I hope you got a chance to check it out.  In fact, I'm itching to you tell you all about the latest updates we have lined up, but I'd rather give you doses of excitement every week to last until the very end. ;) Alright, I hear you. That's enough tease for the day.  Here we go! Introducing... an all-new Publishing Calendar,


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                                                                                                          • Recent Topics

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                                                                                                            Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                                                                                          • Im Stuck in an EDIT ONLY WITH WIZARD issue

                                                                                                            So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
                                                                                                          • Account upgrade

                                                                                                            Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden
                                                                                                          • How to set ALL default dates of my organization to DD-MM-YYYY format?

                                                                                                            All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.
                                                                                                          • How can I sync from Zoho Projects into an existing Zoho Sprints project?

                                                                                                            Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                          • how to use validation rules in subform

                                                                                                            Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
                                                                                                          • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                            Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                          • Zoho Subform Workflows onAdd of Row

                                                                                                            Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?
                                                                                                          • Super Admin removal

                                                                                                            I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin
                                                                                                          • Employees in Leave Policy exceptions

                                                                                                            In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
                                                                                                          • Better Notes Commenting

                                                                                                            Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave
                                                                                                          • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

                                                                                                            Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                          • Edit Permission during and after approval?

                                                                                                            When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?
                                                                                                          • Power of Automation :: Automatic removal of project users once the project status is changed.

                                                                                                            A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                                                                                          • Exporting Templates

                                                                                                            I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?
                                                                                                          • Power of Automation:: Streamline Associated Teams based on the Task Owner update.

                                                                                                            Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                          • No Response from Zoho Support in 8 Days - Typical?

                                                                                                            I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                          • Unable to retrieve Contact_Name field contents using Web API in javascript function

                                                                                                            Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
                                                                                                          • Placing a condition before converting the LEAD

                                                                                                            Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
                                                                                                          • How to render either thumbnail_url or preview_url or preview_data_url

                                                                                                            I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
                                                                                                          • Add QUOTE OWNER profile image to a Quote Template

                                                                                                            I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
                                                                                                          • Email Integration - Zoho CRM - OAuth and IMAP

                                                                                                            Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                          • Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

                                                                                                            While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)
                                                                                                          • Zoho CRM - Custom Views for Portal Users

                                                                                                            I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
                                                                                                          • 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始!

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します! 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています!
                                                                                                          • Zoho Meeting Plug compatibility with newer versions of Outlook

                                                                                                            Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?
                                                                                                          • Getting Attachments in Zoho Desk via API

                                                                                                            Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created
                                                                                                          • Introducing Zoho's own SMS gateway

                                                                                                            We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way
                                                                                                          • Embedding in Desk articles

                                                                                                            We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot
                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                          • Zoho CRM button to download images from image upload field

                                                                                                            Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                          • Mass Update Contacts In Zoho Campaigns

                                                                                                            Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.
                                                                                                          • report showing assignment type

                                                                                                            Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows
                                                                                                          • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

                                                                                                            Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
                                                                                                          • Notes Issues

                                                                                                            Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
                                                                                                          • Placeholders in Ticket Templates

                                                                                                            We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive.  It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc. 
                                                                                                          • when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script

                                                                                                            In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing
                                                                                                          • Delete a channel

                                                                                                            I need delete a channel in tickets.
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