The Social Wall: August 2024

The Social Wall: August 2024



Hi everyone,

We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August.

Post documents on LinkedIn  

You can now reach a lot more people and create more opportunities to network on LinkedIn by posting documents on your company page and personal profile in the following formats: DOC, DOCX, PPT, PPTX, and PDF. With the space to be more creative and elaborate about the content you want to share, you'll be able to expand your professional network on LinkedIn and improve your brand's visibility. Additionally, you can also convert images to a PDF before you post the document to your LinkedIn network.

Upload document: 



Convert images to document: 


Add polls to your X and LinkedIn posts

Create polls to engage with your audience and improve metrics on LinkedIn and X. Get customer feedback about your product or service, hear their opinions and preferences about what they want to see in your product next, or use a poll to research market acceptance before you launch your product. You just have to draft a post, create a poll by adding a question and up to four answers to choose from, and post it to your networks. You can analyze and study the results of the poll under the Posts tab.


Analyze your performance on Threads

With Threads now available under the Reports tab of your Social dashboard, you can analyze how your posts have been performing by understanding the various metrics available. You can study the social media performance under four categories: Summary, Audience, Post and Engagement, and Performance Reports. These have cards such as follower growth, post and engagement summary, top posts and the engagement actions received, number of profile views, and the like. You can study these reports in the day, month, week, or quarter view over a period of time, depending on your plan. You can also share these reports via email, schedule it to be sent in a certain interval, or export it to your computer.


Zoho Social mobile app updates

You can now access, publish, and schedule posts to your Threads and Mastodon profiles from your Zoho Social iOS mobile application.

We hope these updates have been useful for you. We'll come back with more interesting and exciting updates! Thank you.

    • Sticky Posts

    • The Social Wall: April 2025

      Hey everyone, Welcome to the April edition of the Social Wall, where we keep you in loop about the latest feature updates, changes, and more. Let's see how April went by: Manage and respond to comments on your Threads posts from Inbox With the latest
    • The Social Wall: March 2025

      Hey everyone, From threaded posts to new channel integrations on the mobile application, March saw some big updates. Let's take a look at everything that went live: Onboard your Instagram account directly via Instagram login credentials You can now add
    • The Social Wall: February 2025

      It felt like February flew past us so quickly, but not without some highlights worth sharing! Let's take a look at what was happening in Social the past month. Create and organize publishing groups If you’re a business or agency managing multiple brands,
    • Looking back at Zoho Social's 2024: Highlights and memories

      Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updates
    • The Social Wall: August 2024

      Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people and
      • Recent Topics

      • Has Anyone successfully integrated Zoho and Sage Intact?

        Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
      • How can I filter a field integration?

        Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
      • Adding image in HTML report page

        Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market
      • How to change view of HTML report based on device but always print in A4

        Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always
      • Age Calculation

        I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
      • Search on Custom Field

        We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
      • Sendmail function / custom action?

        I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
      • API to post drafts for social media

        I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
      • Canvas View in Zoho Recruit

        Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
      • What impactful sales coaching techniques have you used to boost your team's performance?

        I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
      • Adding Taxes to paid consultations in Zoho Bookings

        I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
      • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

        Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
      • Possible to bold or indent text in the description field?

        As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.
      • How can I setup Zoho MCP with Chat GPT

        I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
      • Formatting of Balance Sheet and Profit & Loss Reports

        The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
      • UK MTD reports concerning turnover and cerash accounting

        Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
      • Retainer Invoice.

        Why ZOHO not have facilities to deduct partially advance payment from an invoice.
      • IMAP Server not responding.

        Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
      • Share saved filters between others

        Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
      • GST Slabs Redefined: Stay Compliant Using Zoho Books!

        Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
      • Kanban view on Zoho CRM mobile app!

        What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
      • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

        Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
      • No practical examples of how survey data is analyzed

        There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic
      • Zoho Creator as LMS and Membership Solution

        My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
      • Adding Chargebee as a Data Connector

        Is it possible to get Chargebee added as a Zoho Analytics data connector?
      • Webform & spam

        Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
      • Dropbox to Workdrive

        Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
      • Deals by Stages Funnel not showing in correct order

        Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
      • Confirmation prompt before a custom button action is triggered

        Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
      • How to create auto populate field based on custom module in Zoho CRM?

        Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
      • Rich Text For Notes in Zoho CRM

        Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Office 365 and CRM mail integration: permission required

        Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
      • Tables improvement ideas / features

        Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
      • Deluge - Can't get phone number SalesIQ

        Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
      • Zoho Desk - Community

        As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
      • access to quartz for my customers

        Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
      • Issue with Inline Images in Email Reply via Zoho Desk API

        Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
      • How to search a value stored in a subform?

        Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
      • Next Page