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• Topic Participants

• Shoukry Anwar

  

• Meyyappan CT

  

• Sticky Posts

• Marketer's space - Understanding portal roles in the new user management system

  Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual

• Promote Campaigns on your LinkedIn Company page

  Hello!   We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page.   LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers

• The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.

  Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away.  What has changed?  We have two types of syncs now: Immediate and periodic.  The UI: We have cut down on the number of steps for the sync from three to two.  When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.

• Marketer's Space: Template Editor - Dynamic Content

  Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously.    To put it in simpler terms, it is the right content for the right people at the right time.    How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create

• Sending Autoresponders to Existing Contacts

  Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders.  But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder

• Recent Topics

• Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

  Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

• Copy Widget to another Dashboard

  I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

• Subform edits don't appear in parent record timeline?

  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

• 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

• Zoho Learn vs. Trainer Central

  Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

• How to Display a Logo Image on a Public Form?

  I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

• Creating a Zoho Online Meeting in a Blueprint

  We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho

• Enabling 'From Number' and 'To Number' fields in the Calls module

  Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Route Optimizer

  Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you

• Can documents attached to different ZohoForms automatically go to different OneDrive folders?

  Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record

• Kaizen #126 - Circuits in Zoho CRM - Part 1

  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

• Custom field doesn't fill when converting sales order to invoice

  Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

• TeamInbox down?

  Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F

• Purchase Requisition in Zoho Books

  I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill

• 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

• Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

  In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

• Custom emails for Portals not working

  I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.

• Switching scheduled webinars from Live to On-demand

  Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks

• Zoho CRM v2.1 deprecation or sunset plans ?

  Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when

• Forex Bank Refund Entry

  Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid

• Auto-Populating Custom Field

  This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated

• How can i Customize Delivery Note?

  I need to customize delivery note like change the tittle for language purposes and also include only the balance due

• Delivery note template

  We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

• INTERCOMPANIES INVOICING

  Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

• Zoho CRM Theme Color?

  I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

• How can i force the user to select a project when creating an invoice ?

  Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.

• Sales

  1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?

• Include Project Hours when Creating Estimates from Projects

  Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given

• acc

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//

• South African Payment Gateways

  Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

• CRM Implementation

  I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?

• Zoho Social integration with Zoho Flow

  Is there any plans for Zoho Social integration with Zoho Flow?

• Marketing 2.0 has been a catastrophe

  Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.

• Cannot average "Duration (Time)" from Pick List History Tracking in Reports

  Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

  Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on

• Need to send a single email to up to 20 recipients

  I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Unable to Schedule One-to-One Emails in Zoho CRM

  Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve

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