Introducing: Community Learning Series | Digest #1 - May 2020

Introducing: Community Learning Series | Digest #1 - May 2020

Dear customers,

We hope you are staying safe and healthy.

Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series!
​


Welcome to the first edition of our digest! Each edition of our community digest includes guides and articles, general discussions, webinars, product news, and much more! Read on to find:

1. Upcoming Webinars

These are hosted by our in-house product experts. Feel free to join any of these:

      1. Essential business survival guide during COVID-19
      Date: Wednesday, May 20, 2020
      Time: 12 PM - 1 PM EDT
      Register here: https://zoho.to/ZF_digest

      2. Subscription management made easy with mobile apps
      Date: Thursday, May 21, 2020
      Time: 10 AM - 10:30 AM GMT
      Register here: https://zoho.to/VHp

      3. [For Canadian users] Legal perspective on commercial tenancy issues in the midst of the
      pandemic

      Date: Thursday, May 26, 2020
      Time: 1 PM - 2 PM EDT
      Register here: https://zoho.to/41y 

      4. How a recurring billing tool can improve customer retention during a crisis
      Date: Thursday, May 28, 2020
      Time: 10 AM - 10:30 AM GMT
      Register here: https://zoho.to/wPS


2. Tips and Tricks

Some of you might be already following the Tips and Tricks posts in our community. Each edition of the digest will highlight one of those posts so you can try the tips and post questions if you have any.


3. Integration Spotlight

Just like communication among the members of a community can bring a new perspective on things, communication between your business apps can offer you new possibilities!

In this edition of our community digest, we are focusing on our Slack integration.



By integrating your Zoho Subscriptions account with your preferred Slack channel, your team gets notified automatically about important events like lost opportunities and payment failures, to help you reduce churn. To find out how to connect these accounts and start receiving real-time notifications, check out our integration help document.

4. COVID-19 Business Resource Center | Zoho Finance
To help you manage your finances during these challenging times, we’ve put together a set of resources including recent government updates, articles, and informative webinars. You can find them in our COVID-19 Business Resource Center.

5. Customer Corner
This section is our favorite—it's exclusively for sharing the success stories of our customers, one customer at a time. In this edition, we would like to share the story of Reeder Media, a digital agency based out of California.

Reeder Media cut down their processing time on subscription renewals by 75% and eliminated postage charges completely after adopting Zoho Subscriptions for their billing. Read the complete story.

If you'd like to have your business featured on this section, let us know in the comments and we will get in touch with you!

Before we wind up, we have some good news to share—Zoho Subscriptions has been recognized as a High Performer by G2, the popular software review site, among other accolades! Check out the full list of awards. Show us some social media love while you're there—retweets will bring a big smile to our face! This recognition would never have been possible without you, so a huge thanks to every one of our customers.

Stay tuned for our next edition of #CommunityDigest!

You can also follow us on Twitter, Instagram, or Facebook to stay up to date. 

Was this a good read? Would any other information be useful to you? Do let us know in the comments.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions


    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's

    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you

    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most

    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

      • Recent Topics

      • Dropshipping Address - Does Not Show on Invoice Correctly

        When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

      • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

        A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

      • Link(s) between Notes

        Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

      • Regex in Zoho Mail custom filters is not supported - but it works!

        I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

      • Need Easy Way to Update Item Prices in Bulk

        Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

      • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

        Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

      • I don't see any WITHDRAWL transaction at all

        Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

      • Shared inbox unable to see replies

        Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

      • Workdrive on Android - Gallery Photo Backups

        Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

      • Zoho Books | Product updates | August 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

      • Kaizen #136 - Zoho CRM Widgets using ReactJS

        Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM

      • 404 error at checkout

        Our customers are getting a 404 error at checkout. Anyone else with the same problem?

      • Custom Buttons for Mass Actions

        Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

      • FONT Sizing in Notebook

        Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing

      • Can managers Upload documents to their direct rapports?

        Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there something

      • Leave balance display for next year

        Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balance

      • Auto Capitalize First Letter of Words

        Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

      • Please add an “Auto-Apply Unused Credits” toggle

        Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for

      • Zoho Books not working/loading

        Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!

      • WhatsApp Channels in Zoho Campaigns

        Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

      • Introducing Profile Summary: Faster Candidate Insights with Zia

        We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

      • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

        Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can

      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

      • [Webinar] Automate sales and presales workflows with Writer

        Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

      • Follow-up emails via Workflow Automation not staying in the same thread

        Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

      • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

        We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:

      • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

        Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

      • How to conditionally embed an own internal widget with parameters in an html snippet?

        Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

      • Sync more than one Workdrive

        Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

      • How can I see content of system generated mails from zBooks?

        System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

      • Limitations on editing a message in Cliq

        Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

      • Problem with reports due to "Connected" items change - Yes this IS a problem

        Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • Narrative 10: Assignment Rules - Streamlining Ticket Management

        Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more

      • Product details removed during update from other system

        We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

      • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

        Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

      • Custom form - Duplicate Value Present

        I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:

      • Zoho API connection issues

        Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',

      • Next Page