Komende updates - roadmap

• Topic Participants

• Frits

• Theo Su

• Sticky Posts

• Virtual Community Meetup over Canvas voor Zoho CRM

  Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt

• Tips & Tricks #01 Top 10 Zoho CRM Integraties

  Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan

• Webinar - Nieuwe Canvas Functie voor Zoho CRM

  Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden

• Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM

  Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is

• Ontdek onze nieuwe Canvas functie voor CRM

  Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface

• Recent Topics

• Gestion de suivi des expéditions

  Le suivi des expéditions est un élément indispensable à une gestion réussie de la chaîne d'approvisionnement. Aussi bien le fournisseur que le client peuvent bénéficier de la transparence et de la responsabilité apportées par le système ; ce dernier fournit

• Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

  Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

• How to drag and drop documents from Workdrive to Outlook

  Does anyone have an idea on how to drag and drop a document stored in workdrive into an email as an attachment in outlook? Similar to how it is possible to drag and drop documents from File Explorer stored documents straight into outlook as a static attachment.

• Enhance Delay Configuration in Zoho Flow

  Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

• incoming email not blocked

  I am continually having to add emails and domains to my blocked list, but Still get an occasional email that is on the lists but does not get blocked. Suggestions?

• Showing Amount Achieved Towards Target on Zoho CRM Dashboard

  I thought I'd create this post to stick a flag in the ground. My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets. The problem: After several

• Reports for "current user"

  <Note: Topic relocated from "Start a discussion" to "Ask a question". Former post deleted.> Is it possible to specify an advanced filter for "whoever is logged in", instead of having to pick a specific user? I want to create one report the can be used by all members, but will only show data that belongs to the person logged in. When setting up the report, I want to use an advanced filter that is something like "Lead owner" "is" "${CURRENTUSER}". So the generated report will be specific to the member

• Global Subforms

  Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approved

• Add Subform Field based on Record Field

  Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include

• Where are scheduled emails stored?

  After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

• Sheets are unbearably slow

  I'm doing some extremely simple sheets. Like 2 sheets each with 200 lines and 10 columns and a simple vlookup. ABSOLUTLY can not wait 20 secs to flip between sheets. What's up? anyone else having this trouble? Been this way for about 4 days now. Both

• Rich text support for Notes

  Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: The votes for supporting Rich Text for multi-line fields is captured in the

• Notes formatting

  I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASE

• Linking records from different modules

  Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the

• Business_hour (by minute)

  Hi Zoho Team business_hours formula can only give the difference of time or day between two dates. (In the time calculation, it can only calculate the exact time. For example, it can give the difference between 16:30 and 16:55 as 0.) I want to calculate

• At transaction level Discounts for Zoho books UAE version

  Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then

• Where do Review Questions appear on the Performance Assessment?

  Hi, I want to create a Performance Assessment including only compentencies with a multiple-choice format, and a final open-text question after the competencies asking for justification of the previous objective questions. Can Review questions work for

• Exit details not linked on employee profile

  Dear Team, The exit details that were filled in are not appearing in the employee's profile, and it seems the data is missing entirely. Please advise on how to proceed. Regards, Preetika

• Client Script: Any plans to add support for multi-select field with onChange

  Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

• Versioning of Quotes and Invoices

  Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)

• Banking - User Roles - Access To Single Bank Account

  Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts

• Does Zoho US Payroll now support employees in multiple states?

  Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.

• Help! Unable to send message

  Help! Unable to send message I have this email sales<at>teadvancehydraulics<dot>com, but I couldn't send outgoing email. (Reason:554 5.1.8 Email Outgoing Blocked.) Can you please help?

• CRM Mail merge issues

  How do you configure the page on mail merge, from ZCRM??. I have written a template and structured the filters. the print preview is on one page.  I merge the document.  The merge reformats and then the document formatting moves higher and higher until by page 5 you have two half letters!!!  Very frustrating. Does anyone know if I need to insert a page break or how to correct /format this so it doesn't happen?? Help.  L

• New notecards not syncing across devices

  Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's

• Power of Automation :: Auto update a custom field based on Parallel transition under Blueprint

  Hello Everyone, 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

• Push error with Zoho Books and Zoho CRM

  I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.

• Sales Tax Rates

  Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilities

• Feature Request: Ability to copy notecards to Windows desktop

  Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!

• Add RSS Feed Feature to Zoho Desk Communities and Knowledge Base

  It would be very useful to be able to get updates on content which is relevant to me from Zoho Desk Communities through RSS and also push my own Zoho Desk Community content to other platforms through RSS.

• Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

  Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

• Add customer to account based on domain name.

  I generate reports based on a the account field, i.e. companyX. In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates

• Zoho One Apps is not populating once clicked

  Hi Support, The Apps Menu button (corner right next to my profile) is not loading. It keeps flashing but nothing is showing up. When I type quick in the search bar to locate quickbooks, it continues to flash with no apps shown. Thanks

• Tablet Pencil + Fillable Form

  Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing

• CRM API v2 AdWords GCLID Parameter

  Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctly

• Zoho Writer can be slow to load sometimes

  Hello! I've noticed that whenever I restart my web browser (Firefox 2) and try to open Zoho Writer, it always shows the login screen first, even if I have an URL direct to the writing interface itself. I don't recall it doing this in an older version, so why does it happen now? Also, sometimes when starting Zoho Writer, it gets stuck: I see the word "Loading..." come up and the page half-extends but never fully loads. I have to refresh the page totally in order to get it to work properly, but doing

• Mass email processes

  Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm

• Zoho WorkDrive 5.0 : d’un outil vers une solution intelligente de gestion de documents

  Dans un monde de plus en plus orienté vers les données, les entreprises doivent non seulement gérer une masse croissante de données non structurées, mais aussi en extraire des informations stratégiques. L’intelligence de contenu répond à ce besoin en

• Weekly Tips: Avoid any email mishaps using Zoho Mail's Email Recall

  Let's say you have just sent an important email to a recipient with an important attachment. Moments after hitting send, you realize the attachment is outdated and missing some critical updates. Sending another corrected version of the email without addressing

• Messaging

  Whenever i send a mail to someone, it come with the my name of the company, instead of the name of my company.

• Next Page