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Map view - Zoho Analytics
In Zoho Analytics, the Overall Map is duplicating, with the global map appearing twice, which makes it hard to view clearly. Let me know what needs to be done
Pull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option to
Combine Small Pie Slices in Pie Chart
Hello, I am trying to make a pie chart showing our sales in each of our product categories. The problem is that we have over 80 product categories, and not that much room from which to look at it. I am wondering if there is a way to combine the smallest
Easy way to Bulk Delete emails
We get a lot of email into our TeamInboxes and we need to go through now and delete a lot of them. Yes, we can use filters but the select all, only allows for 250 threads at a time, once you page down the screen to get that many found. Is there a way
Moving from Zoho standalone to Zoho One
Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from
FSM integration with Books
Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
Email Tracking from inside Gmail
Hello, are there any updates on this? I've been tracking the following the Email Tracking and Templates from inside Gmail topic. It appears to me marked as "Implemented" and is not allowing further posts even though the last response indicated that we
Zoho CRM for Email Plugin for Outlook not working
Since my latest Office 365 update my plugin for outlook is not loading, continuously spins "Processing please wait...". Does anyone else have this issue?
Unable to Find “Marketing Attribution” in Zoho CRM Setup
Hi everyone, I’m trying to set up Marketing Attribution in Zoho CRM, but I’m having trouble locating the option. All the guides I’ve found say to go to Setup → Customization → Marketing Attribution, but I don’t see “Marketing Attribution” anywhere in
Celebrating 100+ WordPress Plugin Integrations in Zoho Flow
Hello everyone, We are excited to share a major milestone with you—Zoho Flow now supports over 100 hand-picked WordPress plugin integrations! The Zoho Flow plugin in WordPress has reached 4000+ downloads as well. This achievement comes just seven months
Blog Post Expiry Date (unpublish)
Hi team, I have a client who runs events company and I've been talking to them about Zoho Sites as part of Zoho One. One of their requirements is to set an end date on blog posts, so they are unpublished on that date. This would be useful to display only
Product Request: Send email to Secondary email
Guys, we should be able to send the campaign to the secondary email too. Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.
Create a new contact when a new record is added in a custom CRM module
Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?
FAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address
Can't prefill Signer Fields
I am trying to create a doc where the customer needs to enter their information like name, address etc. It might be the case that we took their data beforehand and stored it in the CRM already. If that is the case, we want them to see their data and just
【Zoho CRM】承認プロセス機能に関するアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から承認プロセス機能のアップデートをご紹介します。 承認プロセス機能では今回新たに3つの機能が追加され、これまで以上にデータ承認の柔軟性・透明性・機能性が向上しました。 【目次】 承認オプションの拡充 組織の階層設定 承認待ち状態でのデータ編集機能の追加 1. 承認オプションの拡充 承認者を2ステップ以上設定した上で「承認者の範囲」で「すべての承認者」を選択した際の機能が拡充されました。
Linking Chat ID (SalesIQ) with Ticket ID (Zoho Desk)
I am currently working on an integration between Zoho SalesIQ and Zoho Desk. My goal is to automatically update a custom field in Zoho Desk with the SalesIQ Chat ID when a chat is converted into a ticket. However, I have not been able to find a way to
How to calculate an estimated due date based on invoice date
I need a little advice on the best way to automatically calculate an estimated due date (custom field) 4 weeks from the invoice date at the time of invoice creation, using the invoice module in zoho books. Any advice or solutions? Thanks!
Streams Updates
Hi! As a Zoho Mail Only user, let me say the Streams feature for Team collaboration is very effective except when a group member needs to manage the email rules to archive, delete, or scrub emails. The current UI requires that a member from the team first
Edit and Delete options in Comments
A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
Auto populate email field
Hello everyone, I would like to ask how can I configure the following scenario: - When I need to send a communication to a client using Zoho Desk - I would like to automatically fill in the field "To" , "cc" , "subject" based on the chosen client - each
Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk
Hello everyone, Note: We have updated this announcement on 13th March 2025. As of 7th March 2025, the following name changes are made with respect to Zia. Zia GenAI is updated as Zia Zia Powered by GPT is updated as Generative AI Native Generative AI
Credit Card Feeds Not Working
Did anyone encounter the issue with CC feeds? On all my Credit Cards the button "refresh now" disappeared and data is no longer uploaded. Also, I am not able to reconnect the feeds. I am able to add the same Credit Card as a new Credit Card, but as I
Issue with JWT Token in ZohoDesk Webhook GET Request (While setting up new webhook)
Hi Team, We have set up an endpoint on our application to receive webhooks from ZohoDesk. For security reasons, we expect a JWT token from ZohoDesk to authenticate the request. However, we noticed that while setting up a new webhook and doing the test
Is it possible to require a field in the Help Center but not for an Agent?
It's nice to have required fields in the Help Center, but if a client submits an email directly, I don't want those fields to be required because making any change means each required field needs to be filled in, and we won't necessarily have the info.
Zoho Mail for ARM64 Windows
Hi, I am a fairly new client of Zoho and first of all I would like to share my appreciation as services, apps and pricing are fantastic! I would like to ask if there is maybe a plan to release Windows ARM64 client? Although Zoho Mail works fine on Windows
Resending a submitted form
Hello, Within Zoho Forms, I'm looking for a way to re-submit a form that was already submitted. I can push to merge to a document but I cannot figure out how to get just a simple pdf copy of the submitted form.
Clarification on Lead Score Breakdown in Zoho Marketing Automation
Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed
Automatic License Management Upon User Deactivation in Zoho One
Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by
How to pass card fees onto customer sending invoice from Zoho Books using Stripe as payment option in Australia
How to pass card fees onto customer using stripe in Australia . I mainly send invoices via Zoho books, I got stripe active as a payment option. Im in australia and only have local customers
Print changes to "preview" screen/won't print
Starting today, after hitting "print" for an email, the print preview screen looks different and it won't print, whether I hit the "print" button, or ctrl+p. Was there a change made today? Any suggestions? I can still print just pointing to the email display on the screen and ctrl+p, but does not have a readable layout that way. Thanks.
A POS solution to complete the business solution for SME businesses
For such a long time one aspect of SME business completely ignored has been a suitable POS solution native to Zoho and integrated with all the usual and necessary applications such as Inventory, Books, Commerce and CRM. The first and generally only option
Kaizen #161: Global Sets using Zoho CRM APIs
Hello all! In this week, we will see how to work on the Global Sets using our Zoho CRM APIs. Global Picklist APIs were introduced in Zoho CRM API version 6. In this post, we will cover the following Global Sets in Zoho CRM Advantages of the Global Sets
Zoho One vs individual products
I'm looking at a few Zoho products and have a question about them. I like Zoho CRM, Assist, Meeting, and Sign for example. Being that I'm a one-man operation I would only be buying one license for each of these. Zoho CRM Enterprise is 45 a month, Assist is 15.00 a month, Meeting is 10.00 a month and Sign is 24 a month. I see that Zoho One offers enterprise class features but of these four only CRM and Sign have an Enterprise level subscription. If purchased individually all of these would
Auto scan receipt multiplies values by 1000 where decimal separator is comma
This is a new problem as it worked properly in the past but not since Jan 2025. Where receipts use comma as the decimal separator values are multiplied by 1000 when auto scanning which means the user must go back and edit the expense.
Tip 7: How to fetch data from another application?
Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it
Support www.camcard.com
Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy
License requirements for Zoho Apps for multiple businesses
We have two businesses with Zoho subscription. Some of the Users from one company (already possess a license) need to access Zoho apps in other business. Is it possible to save the additional license for same user? How the directory should be configured
Error Message - The email which you have entered belongs to a different deployment/region
Hi there, I am trying to set up a new employee in our Zoho one and keep recieving the error message saying "The email which you have entered belongs to a different deployment/region". Can you please let me know why this is happening and help me with setting
Introducing mobile-only plans in Zoho TeamInbox!
Dear all, Greetings! We have exciting news from Zoho TeamInbox! Introducing mobile-only plans for our multichannel inboxes. In addition to our web plans, you can now purchase Zoho TeamInbox directly from your mobile app store. This version allows users
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