Zoho Writer and Zoho CRM Integration
Novice user here. With the help of Zoho team we created a button in our custom module that with the click of the button, it will create & email pdf of a prep sheet document from the various fields/values in our CRM. At the suggestion of Zoho, I've made the document in Zoho Writer where it's mapped a ton of fields from Zoho CRM. I've gotten the Deluge code to work, however if a variable''s value is blank in CRM , function will either throw an error or still create/email the the Mail Merge doc
Import CRM Vendor Module for Mail Merge
Hello, It seems I cannot import the vendor module field for a merge document? Is there a way to turn this on? I have the ability to import my custom module fields, but not standard built-in CRM modules like Vendors. Am I missing something? Thank you very much for your assistance!
Open Workdrive sync'd files in Windows app
Hi.... As you can see from the posts I have time today :) Just an idea.... right now when I double click on a Writer file on my local hard drive (sync'd from Workdrive) it opens in the browser... maybe a way to chose to open these files within the Windows app? Just an idea. Best regards Jon
How can I check my Engagement insight?
Hello. Thank you for making such a good service. How can I check my Engagement insight? Thank you.
Zoho Writer desktop app in MacBook keeps closing open document
Whenever I open another app, the open document that I was working on automatically closes and I need to reopen it again and again wasting time in loading the document.
Tired of signing multiple documents? Try Writer's Signature Blocks instead!
Print, sign, scan, and fax. For so long, this had been the routine if you had to sign and send any document. Then came the era of digital signatures where the "print, scan, and fax" actions were eliminated but you still had to sign every document digitally. But what if we could eliminate that as well? With Writer's Signature Block, all you have to do is simply add an image of your signature to all your documents and you're good to go. Here's how you can easily use Writer's Signature Block:
Zoho Writer Doesn't Copy Numbered List Correctly
Hello there, I'm a content writer and I like to write my articles on Zoho first after which I copy and paste it to on my WordPress website. However, while doing so, I have noticed that the numbered list on Zoho Writer isn't copied correctly. Meaning, WordPress doesn't take the input as a list but rather it is converted to paragraph text. To fix this, I have to copy the article to a Word document on my system and then copy paste it from the word document to Wordpress. Is there anyway you guys can
MS Word outline format?
I use Word's Outline formatting extensively, and I've been searching for an online app that preserves this function. Zoho comes close -- at least it preserves the actual shape of the file, but not the outlining functions. (Microsoft's online operation doesn't even do that.) Is there some way to work with an actual outline on Zoho Writer, including the ability to move sections around? Any plans for this?
If you thought e-signing was easy, we just made it a whole lot easier!
E-signing has significantly transformed the way we sign, from bulk signing contracts to sending documents to other parts of the world for signature collection. However, it involves more than just digitally signing a document. First, the document has to be prepared, any necessary attachments have to be added, all the signer names have to be correctly entered, and then it has to be sent out for signature. Our aim with this update is to make this whole process a lot smoother for both the sender and
Merge Fields - One at a time....
We are looking at using writer for preparing proposals. We want to create a template that uses the same merge fields throughout the proposal template (for instance, company) When an employee creates a new proposal from the template.. they will manually enter the company name once, and it populates all of the merge fields... I can't figure out how to do this without linking to a data source... can't I just manually update the value of the merge field?
Cannot edit document on Zoho Docs Android
Hello, I'm most impressed with your product. However, I am not able to edit documents on my Note 2 Android device. The files were uploaded from desktop and converted to Zoho compatible format. I can confirm that, as a user, I do have read/write access to the file that was shared to me. When I click on "Edit Document", I get "Cannot Edit Document" message. Thank you in advance, Ken
Certification card printing
Hello, We are looking for a solution for Certification card printing. We have a template and would like to auto-populate fields from Zoho CRM to our certification cards. Is there anyone else doing similar work?
Problem with aligment of a data to the bottom of a cell
Hey, I work on my table in Zoho writer, and I always have a problem with aligning data to a bottom of a cell. I tried everything: deleting all content in a cell, making a new row, adding and removing margins. It becomes annoying because that is not the only bug I encounter. Please give a hint how can I resolve it. Thanks
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ?
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ? I could disable downloading but I need also to disable cut, copy and print (and their shortcuts) with keeping editing ability.
Enabling Organizational Templates in Zoho Writer
Hi I am the admin of my organization. We have a zoho one account with 9 users. How do I enable the option to save organizational templates that I can share with my colleagues? I currently do not see the option to do the same. (See attachment). We want to deploy templates for a lot of documents since most of our employees are working out of homes and we do not have access to printed formats.
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ?
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ? I could disable downloading but I need also to disable cut, copy and print (and their shortcuts) with keeping editing ability.
Feature Requests and Availability Timeline
Feature requests from our customers and internal teams along with the availability timelines have been compiled here
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ?
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ? I could disable downloading but I need also to disable cut, copy and print (and their shortcuts) with keeping editing ability.
Zoho Forms / Document Merge
i have many records or entries on my zoho form. i want to merge these records onto the same merged document to create a list from these records. Name 1 Name 2 Name 3 etc is this possible?
ZohoWriter deletes spaces when pasting a document from Microsoft Word.
Everytime I try to paste a 63 page document into ZohoWriter, it deletes random spaces between select words throughout the entire document. An example: Original Text: Sift together the dry ingredients. Cut in the butter until mix resembles bread crumbs rather than flour. Make a hole, pour in milk into center. Mix until liquid is completely mixed in, not until it resembles dough. Mix with be very crumbly. Pour onto a floured surface. Work just until edges no longer look flaky. Indent tops with a thumb
CRM related list - automatic signature fields
Hi, I am using a Zoho CRM related list in my Zoho Writer template (the Deal's Contact Roles list). I want to dynamically create signature fields for each of the entry in this list. In the left column, I have the contact names. On the right column, I have text setup like this: {{Signature:recipient#}} where the # is a formula formula like this: =COUNT(ABOVE)+1. Here is what I get, for 4 contacts: In Zoho Sign however, they put them all as the same recipient: Is there a way to achieve what I'm trying
Timestamp
Might it be possible to add a timestamp button? I use Zoho for journalling and would find this most helpful. If you could select how the timestamps would look that would be way cool as well. So, depending on the need you could have timestamps that look like any of the following: 08/09/2006 or 09/08/2006 for non-US users 08 August 2006 August 08, 2006 08 August 2006 08:45 For my needs, time in 24 hour notation works fine, but others might like it in am/pm form. At any rate, that feature would be most
Word to Zoho Writer
Some file distortions in converting word to zoho writer.
Condition editing
Hello, everyone. I've encountered a problem where Zoho writer doesn't process conditions properly while doing a mail merge. My actions I have checkbox "Light" checked in Zoho CRM Then I create a condition in Zoho writer that: if "Light" is True (checked) show{Symo light} if otherwise show{Symo} That's how it looks in the document And that's how it looks on merge preview: Remember, the checkbox "Light" is checked, therefore it is "True", and because it is "True" it should show "Symo Light" not "Symo".
Word Count
It would be helpful to have a word count button that works on highlighted/selected text. stevenar
Writer Desktop for Windows - Move file not working.
Hi, Just spotted an issue with the Windows installed version of Writer .... click the folder next to the title and the Move dialogue appears but there is no content in it. Tried with multiple Writer files. See screen grab. Works fine on the web.... just in the installed app. Best Regards Jon
New in Writer: Now customize your output options after form submission!
Hi everyone! Today, we want to introduce a few enhancements to form submissions that many you have been asking for. Writer's integration with Zoho Forms allows respondents to get a PDF copy of documents they've requested for by just filling in a form. Along with eliminating the tedious process of waiting in line to get your documents, we also wanted to make the experience more personal. Here's everything we did to make this whole process more interactive: 1. Redirect your respondents after
Find and Replace with Formatted Text
Hi, I have terms appearing multiple times within a document. I want to find and replace the text which of course is possible. However, while I can find and replace the text if necessary, specifically I want the replaced version to be a different Format (in bold or italics). The find and replace function does not permit me to replace with a specific format. Can anyone help? Thanks.
Say hello to the new Writer
Hi everyone! Today, we're super excited to announce Writer's biggest update this year! The all-new Writer offers a collection of features you've always wanted, and some additional ones to help ease your everyday work. Read the complete announcement. Without much further ado, here is everything new: Insightful collaboration 1. Engagement insights Now, Writer gives you insights on how your collaborators engage with your documents at every stage, which page was most read, and how much time they
Starting Page Numbering
How do I start page number counts starting from the second page? My document needs to have no number on page one and then it should start counting pages on page 2 (which will show as page #1 in the page 2 footer and so on).
Problem opening Writer
When I open Writer, I get a small window with a rolling donut that says "Loading." this goes on for ever. I have to close the browser and reopen the application, and maybe then it will open; maybe I'll just get the "Loading," message again. About 1/2 the time this happens. What's up? Can this be cut short, or better yet, eliminated?
Zoho Writer Macbook APP log in fail
I have downloaded the Writer APP for my MacBook, tried to log in but not able to. Writer APP failed to log in
Problem with copying text cards with images from Notebook to Writer
Hello, when i copy a text card with images from notebook to writer, they copy as "fit to width" instead of original size, so they get distorted and i need to manually correct them by selecting the image and going to "image->dimensions->original size". If it's one image it is not such a problem, but when there are numerous images (for example a web clip), it becomes impractical to do that for every image. Is there a way to automate this or make writer copy images in their original size instead as
Mail Merge function is broken
Hi there, I've previously used the mail merge function on almost a daily basis. For the last week now it seems to be completely broken. Upon running the mail merge you will get a success email "Merge has been completed! ✅" however all the emails failed. The error is Failed (28) I've tried multiple forms and different input data and it doesn't seem to work. Also your lodge a problem form is also broken, upon clicking the submit button nothing happens and I can see javascript errors in the console.
pasting of rich text stripped
If I use this doc https://personal.onlyoffice.com/Products/Files/doceditor.aspx?fileid=3444772&doc=QkRJL1BjR1A5Wk90MkQ2dmVlR2VSMHl2TjZXRjZIUjB2cFQrYm9IUEhuUT0_IjM0NDQ3NzIi0 and select & copy the lot, and then paste into zoho writer it strips off the yellow colouring of the word "italicised" in the second line of the first table. Google docs, ms-word-online, wps-online and onlyoffice online all paste it correctly.
Code Snippets in Writer
Hi, I am new to Writer and hope to use Writer to document my Creator apps, since Creator does not seem to be able to accomplish that natively. I see in Writer that I can easily insert code into a document but once the code is inserted it seems that I can't move out of the code snippet to continue adding other relevant links or text to the bottom of the doc. In a perfect world I would like to be able to insert all the workflows associated with a Creator form into one document but that seems to not
Zoho CRM MailMerge bugs with SIgnature fields
Hi, When I insert signature fields into a mailmerge (initials and dropdown) it comes out into {{....}}. On the contrary, when I insert a signature fiels, it comes out right (i.e. stays as a signature field required). See screen capture of how it comes out one exported in PDF, Docx or Writer. I precise that the Initials are inside the Footer and that the dropdown is inside a Table (maybe it has somethong to do with that because when I add Initials inside the body of the page, it seems to works fine
images in Writer document do not show up when printed to PDF or exported to PDF
I have added an image to a Writer document. When I print to PDF it does not show up in the PDF document generated. If I export to PDF, it has the same result. If I export to Word, the image shows up fine. But I truly want the PDF format to work! Any assistance?
Zoho Writer linux client on Chromebook Linux (Beta)
I tried to install the Linux client on my chromebook to see if it could be useful for working offline. In Crostini with Debian 10 The installation failed because of a missing library writer depends on gir1.2-gnomekeyring-1.0; however: Package gir1.2-gnomekeyring-1.0 is not installed. The problem can be solved by installing a library and then telling the install to ignore its absence: sudo apt install libsecret-1-dev sudo dpkg -i --ignore-depends=gir1.2-gnomekeyring-1.0 ZohoWriter.deb After that it
New Template: Paycheck Protection Program Application Form
As you're aware, the US SBA has kick-started the Paycheck Protection Program for struggling small businesses to reduce layoffs, and continue employing their staff for at least the next two months. In case you aren't aware of the details, read the guide on PPP we published recently. If your business is interested, but haven't applied yet, you can use the application template we just added to our Templates Gallery USE THIS TEMPLATE Note: This is a fillable-document. To enter your information, simply
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