Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.

• Topic Participants

• Meshach Abhishek J

• Jim Canto

  

• Selinda Erasmus

• Sticky Posts

• Video tip 02: Customize your feedback and evaluation forms in Zoho ShowTime

  Hello everyone,  Here's a new video tip for all our ShowTime users. Today we will learn few quick, effective ways to evaluate your participants and assess your trainings conducted on Showtime, like MCQs (multiple choice questions), text-boxes, and ratings scale.   Watch the below video to learn how these assessment systems help you effectively evaluate course-related knowledge and skills of your trainees on a regular basis.      Follow this page to learn more such tips and stay updated on all the

• Video tip 05: Host training courses under your own personalized domain and white-label your email communications.

  Hello everyone,  As a trainer, having your own domain name increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional, established online presence. A custom domain establishes you as a leader in your area of subject expertise, helping you promote your courses and build brand recognition with your global audience.   In today's video tip, we at

• Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.

  Hello everyone,    Sometimes it is difficult to organize and manage your everyday work and training sessions. Scheduling recurring or repeated sessions can be even more time-consuming as you need to create and maintain the training content, schedule multiple time slots for the training, manage registrants across each session, and more.    Zoho ShowTime offers a smarter option for these cases that only takes a few clicks. Play the video below to learn how to use the same presentation content and set

• Spotlight 03: Connect and deliver more effective trainings with ShowTimes' Viewer app

  With the growing need for virtual classroom learning, the use of mobile and tablet software is quickly becoming the most convenient way to share knowledge between educators and students. According to a 2018 study, nearly 67% of digital learners now use mobile devices to complete their online coursework. Additionally, smartphone learners complete course material 45% faster than those using a computer.  Considering these facts, we now introduce our next community spotlight series that will focus on Zoho

• Video tip 1: Record and share trainings on Zoho ShowTime.

  Hello everyone,   We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training.   In this month's video tip, we will show you how to record your training sessions quickly and share them with your attendees and other prospective learners externally. We hope this tip was useful. ShowTime also allows you to automatically record your live trainings

• Recent Topics

• Como gerar gatilhos para pagamento de impostos no Zoho Books?

  Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir

• Subform Time field to string.

  Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture

• Data export

  I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please

• Adjusting Physical Inventory

  Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

• Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing

  Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes

• Grouping payments to match deposits

  Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

• Employees can not add some expenses suddenly

  Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

• Zoho email setup in office365

  When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

• iOS 10: Caller ID new feature?

  Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?

• Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

  I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from

• Bank reconciliation. Match Transaction -filter

  When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date?  As an example, I would like the date to be +- 3 days, Thanks.

• Added new staff but does not appear in other organization list

  Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager

• Integrating Calendly with Zoho Calendar in Zoho Mail

  I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

• Map fields from module X to a lookup field in subform in module Y

  Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another

• 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

  Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

• how to create a new line in string in Client Script?

  I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");

• Surely it's time Inline editing from views

  I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

• Multi branding issue with sender addresses

  Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations

• How to Replace an Assessment in a Job Opening on Zoho Recruit

  Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

• Is there API Doc for Zoho Survey?

  Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

• Email Campaigns overview page is missing SENT DATE and # people sent to!

  I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss

• SEO recommendation of H1 tag for website tittle

  The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

• How to choose other payment methodes than creditcards

  We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

• Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

  Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

• How to call a Creator function which is in a different Creator application?

  How to call a Creator function which is in a different Creator application?

• Can the code in my "Successful form submission" WF be invoked from a function?

  Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve

• Kaizen #169 - Serialization and Schema Management in Queries

  Hello everyone! Welcome back to another post in the Kaizen series! In Kaizen #166, we discussed handling Variables in Queries and associating the query in Kiosk. This week, we will discuss Serialization and Schema management in Queries. Business Scenario

• Introducing Keyboard Shortcuts for Zoho CRM

  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

• Feature Request: Notebooks within notebooks (Tree-like structure)

  Dear Zoho! I already migrated all my stuff from Google Keep, Im really fond of Zoho Notebook so far. One thing that could make the service much more powerful is multi-level notebooks (or tree like structure). For example, entering into Notebook named

• How to Retrieve and Store Expense Attachments from Zoho Expenses?

  I am currently syncing Zoho Expenses with our internal portal. During the sync process, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. My goal is to retrieve these

• Can't get authorization for Sandbox environment using the self client

  Hello, After creating a self client, and following the client-credentials method (as it's not optimat to manually generate a code for every 10 minutes), after inputting the sandbox org id for SOID parameter, im getting the error: "error": "no_org". For

• Create landing pages from Zoho Marketing Plus

  Hey everyone, Over the last few months, we've introduced various features and enhancements to bolster the marketing capabilities of Zoho Marketing Plus and make it simpler for everyone. To that end, we're excited to announce that Zoho LandingPage is now

• How to Download Expense Attachments from Zoho Expenses Using Document Details?

  I am currently working on syncing Zoho Expenses with our internal portal. While syncing, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. However, I am facing an issue

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Email tracking subdomain

  The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about

• Chart View group X-axis values above a value

  I have a data set with X values ranging from 0 up to 300-400, the Y values are an AVG of the values for the given X. I am interested in the values at the low end of the scale, say 0-10 and want the X values 10 and greater to be grouped into a single category

• How do I get the Text Account name instead of the Reference number?

  Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding

• Custom API - Need to create a string return value, not only MAP

  @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

• missing video-urgent

  hi..I have a problem regarding zoho meeting. I already record almost 2hrs for my interview session. After end my session, i'm stop the recording. Its happened when i didn't received any meeting recording at my email.But i received recording 7minutes after

• Duplicate New Ticket Emails

  I am getting two Ticket emails when a ticket is created. The first one goes to me as the Admin helpdesk@ And because I am an Agent as well it also send to helpdesk@, support1@ and support2@ Is there any way to stop this?

• Next Page