Mail Merge Date Field 1 year behind Data Source
I'm using Zoho Writer to Mail Merge data from the Zoho CRM Deals (we renamed it to Orders) module. One of the fields in my Mail Merge document is the Closing Date field. When the Mail Merge is execute the output value is 1 year behind the data source
What's new: introducing unified language and region controls in Writer
We're giving locale settings in Writer a handy revamp aimed at creating a simpler experience while working with multiple languages and regions in Writer. Here's everything that's new or updated: 1. New shortcuts to set defaults For starters, we're adding a new Language & Region menu for you to get a bird's-eye view of all your locale settings in one place. The region you choose here will set your spelling, date, number, and currency preferences in the document. To set your preferences for a particular
How to use Writer's Credit Points Add-on for document automation
Updated on 4th June 2021 to add new flexible pricing plans, bring better clarity on who gets 1000 credits vs 200 credits, and CRM Plus changes. A large number of businesses on the Zoho platform use Writer's document merge options to create, design, and
"Wrap Behind Text" not working
I'll assume this either used to work or works under some circumstances. For me it isn't working. I've tried creating a letterhead at the top of the document in Writer by inserting an image. I then set the Wrapping to "Behind Text" and voila! It shows in front of the text instead of behind it.
Writer User Guide in English?
I'm new to zoho writer, so I was looking for documentation. What I found a web page which looked like exactly what I wanted. But even though the web page' is in English, the links to specific topics are in Korean (I think). Is there an English available?
Hide view count on published writer document
When I share/publish a document to the web it generates a URL. When clicked, it show the document, but there is a view could at the top of the web page. How can I hide the view count. It counts my views as the creator and by the time my customer sees it, it could have 5+ views. I just want to remove that, and optionally remove the read time as well. Published Document view of the top
Curser and typing issues
For a few days now I have been unable to type any document. My curser does not go where I place it. Sometimes it goes above where I want it to go and other times it goes below. If I press return to start a new line, letters from the current line get deleted. It's very frustrating! I cannot select a word to check the spelling. I cannot insert the curser between the letters of a word to correct any mistakes.
cc myself or save in sent folder when sending mail merge document from Writer
After setting up an email merge, https://www.zoho.com/writer/help/mail-merge.html, I want to have a copy of what I sent. How can I do that? I could cc myself, or even look them up in sent items, but I cannot find a way to do either. Thanks in advance Mitch Sayers
Conditional statement on merge field from Zapier
I am trying to work out if I can use a conditional statement on a merge field that is supplied by a zapier integration call. It appears as though I can only add and edit conditional statements on fields that are listed as being supplied by a datasource.
field links too long using writer document as template
evening all! i'm trying to build some fillable templates in writer using either creator or forms as source. basically when you link the fields the link names are too long for the area in the document that the data is supposed to fill and it messes up
Capitalization of first letter in a sentence
I encountered multiple times that the auto-capitalization feature of the first letter in a sentence did not search for a period at the end of the current sentence. I think this should be a requirement before suggesting the capitalization of the first letter on the next line of type. Just an idea! For what it's worth. Otherwise, Writer is an excellent program.
Zoho Writer Mail Merge - Create Merge Fields - Date Adjustment Not Working
In Zoho CRM Mail Merge Template, there is the option to Create Fields in Date format. I need the date that is displayed in the document to be the date from CRM (eg 31/12/2020) plus 6 months. So I put 6 months in the date adjustments. However, the result
Zoho CRM and Zoho Writer Merge and Send Function - Not Merging
Overall Problem I needed a solution to automatically calculate and send employee payslip information stored on Zoho CRM, to each of our employees at the end of each month based on their salary, allowances and sales commissions (sales commissions - which
Is there a way to move Project documents from one Folder to Another?
I want to be able to move Project documents to a new or existing folder, but I don't see a way of doing this. Drag and Drop would be best, but when I attempt to move a document with Drag and Drop the browser (Chrome) downloads a copy to my computer (which kinda weird) and does not move the file to chosen Directory? Am I missing something here? We are a Google Docs shop which has easy document management. However, being able to associate documents with the particular project is very helpful, so we
Deluge function for merge and sign with CRM
I have written a function to automatically email out doc based on a template I created in writer with a request to sign. This works fine. However, I the template has a number of merge fields so i also need to pass in the data for the merge fields in my
Use between computers
I have been using Zoho writer for desktop on my desktop computer and recently started using it on my laptop. After the first time I used it on my laptop I am no longer able to use it on my desktop. It freezes and doesn't allow me to keep writing. I can
How to Bring to front the picture?
I have 2 pictures that have to layers but i can't find bring to front button, Thank
Resolution of watermark image
Hi, I am trying to add the company letterhead as a watermark. While the image watermark option works, the final resolution is very low. I have tried uploading very high resolution PNGs and scaling them down as well.
Zoho forms signature field in Zoho writer
Hi, I have tested lately Zoho Forms and Zoho Writer. In Zoho Forms there is a under Advanced Fields a field named Signature and I like it, because it gives the possibility to the person to sign/draw with the finger on the mobile phone touch screen. Now, I have a big Microsoft Word document with fillable fields which is juts perfect for Zoho Writer. It is prepared now and has at bottom a place for Signature. The problem that I have is: - The Signature field from Zoho Writer is for me
¡Zia está aprendiendo español! ¡Mira sus sugerencias de escritura!
Read in English Te presentamos el acceso anticipado a la versión en español de Zia, nuestra asistente de escritura. Ahora puedes obtener sugerencias de ortografía, estilo y vocabulario para tus documentos instantáneamente. Desde que lanzamos Zia en Writer,
Zia learned Español! Check out its writing suggestions today
Read in Spanish Announcing the early release of the Spanish version of our writing assistant. Now, instantly get grammar, writing style, and spelling suggestions for your documents en Español instantly. Ever since we first released Zia in Writer, a lot
From address not loading
When trying to email a fillable form in Writer, the from address says "loading" and won't load. Happening for all fillable forms and all agents.
Zoho writer
To include images,you are taking only a few formats...please include others ,such as .svg format used in graphs. Thanks The Zoho writer is very useful and easy to use.
Minor issues with Zoho Writer
We have a work contract that was originally typed up in MS Word. It contains tables, text boxes and images. When imported to Zoho it looks terrible. THe original two page document is now four pages. The main reason for the issues is that the smallest
Not Seeing Page Borders
Files attached showing the issue. So, I'm a writer. I have autism and ADHD, and part of my process is making sure the environment is 'correct' for my writing. Most of the time, this means black 12 point Times New Roman on a white background, sometimes
Is there a way to create a mail merge document and attach it back to Zoho CRM deals using Deluge
Hi Zoho Writer team, We are currently using Zoho Flow to create and email mail merge documents (using the "Send Mail Merge" action within Zoho CRM App). We are now trying to use all the details from the deal to create a merged document (using Mail Merge Template within Zoho CRM) and then attach that newly merged document to the Deal within Zoho CRM. Is there any way to do this using a Zoho Deluge script?
Headers and Footers - Now with more options!
Headers and footers are a great way to make your documents look neat and professional. Whether you are creating a simple document or a complex business report, headers and footers helps you to format your documents exactly the way you want. Zoho Writer now allows you to create documents with four different styles of Headers and Footers. Same across entire document You can insert a title, page number or an image to the first page which will reflect on every other page of your document. This comes
Error with writer and forms
I am getting the error: This field (payment) cannot be added as the form is configured with Zoho Writer. How do I remove Zoho Writer from the form? Thanks! Julie
Can't delete table in Zoho Writer!
I have been trying to figure how how to delete a table in documents, but I want to keep the words from said table in the document!
Zoho writer does not capitalize first letter of sentences.
Zoho Writer, Android app does not capitalize the first letter of each sentence. This makes editing very tedious. Please fix. Thanks.
Windows defender in Edge on Linux showing Zoho Writer and Zoho Writer demo as unsafe and are blocking the sites
You may want to report to Microsoft that these sites are safe. The Zoho sites work as expected in every other browser.
Adding Fonts
Hello everybody! I just got this nice looking Zoho Writer application and notice there are not too many types of fonts in it. Any way to add more? Thanks in advance, Andrei
Solution: how-to copy and paste in Zoho Writer when Ctrl+C and/or Ctrl+V not works
how-to fix bug about copy/paste in Zoho Writer! If you can not copy/paste text 1. change you useragent to wrong (for example, to several spaces, or add symbols "new string",etc) 2. try to open any your Zoho document. You must to see error ! if not error, change useragent to wrong value 3. restore useragent reload page ;) 4. enjoy! copy/paste will be working!
Text Box in Writer
Hi, how can a text box in Writer be positioned? I've added one to a template I'm creating but there seems no way to control where it goes. If I drag it to the right it either overshoots or springs back to its original position when I let go. Thanks
keeping the alphabetical sorting
Hello, I'm using a lot writer, and when I am in the documents (https://writer.zoho.eu/documents), I can sort alphabetically, but when I come back, it's always the last opened. Is it possible to keep the one I want? It's silly, but at the end time consuming.
Creating new document from a boilerplate document
I am fairly new to Writer but my goal is to integrate with other Zoho One apps and minimize the use of apps outside of Zoho. I have a construction company and for each project I need to create work packages and specifications in the most efficient way
Master Documents
I don't like excessive scrolling, it would be great if writer would allow for master documents so I can keep my chapters on separate documents and still be able to follow a sequence through a master. Similar to what MS word does.
Checkbox integration with Forms & Writer
I've created a form in Zoho Forms and the corresponding document in Writer and I've linked all the fields but I cannot get the checkboxes to link. What am I doing wrong or is there another way? If I tick the checkbox while filling in the form it does not tick the checkbox in the Writer document. Thanks in advance
Adding comments to Document templates
I would like to ask for a feature request which can be useful for the blog post templates. I've created a template with subheadings that is required for blog posts. (For E.g. Introduction, Heading1, Heading2, Heading3, Conclusion). Now, if i create a new document based on this template, I wouldn't be knowing what i need to write on Introduction, Heading1, Heading2 and so on). Obviously writers block! And I need to teach every new member on what to write on each sub heading. If its possible to add
Spell check in Writer is not checking according set language
Hi, I am trying to work on a dutch document, set the language checker to "Nederlands" (it is Ducth for saying Dutch ;) ). But still the whole doucment shows up RED. Followed the instruction as described: https://www.zoho.com.cn/docs/writer/help/document-proofing.html Didn;t help. Even closing the Tab and reopen again, didn't help. The status bar down left corner is saying "Nederlands" . But if i click on one of the red marked words I only get English suggestions poped up.
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