Boas Práticas na Comunidade Zoho Brasil

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• Carolina Luiza Silveira da Rosa

  

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• Participe dos encontros exclusivos Zoho User Groups (ZUGs)

  Temos um convite especial para você! Participe dos Zoho User Groups (ZUGs), encontros presenciais que conectam usuários, especialistas e parceiros da Zoho. Esses eventos são a oportunidade perfeita para compartilhar melhores práticas e descobrir como

• Boas Práticas na Comunidade Zoho Brasil

  Participar da Comunidade Zoho Brasil pode ser uma experiência enriquecedora e colaborativa, mas para que isso aconteça, devemos sempre contribuir para um ambiente positivo e construtivo. Aqui estão algumas dicas de boas práticas para garantir que todos

• Seja muito bem-vindo à Comunidade Zoho Brasil!

  É com muita empolgação que convidamos você a fazer parte deste novo espaço de colaboração, interação e troca de conhecimentos! Na Comunidade Zoho Brasil você poderá criar tópicos de conversa nos fóruns e também colaborar em discussões produtivas iniciadas

• A assistente de redação inteligente do Zoho Writer, Zia, agora oferece suporte ao português brasileiro!

  Obtenha sugestões contextuais de ortografia e gramática e melhore a qualidade geral do seu conteúdo com a Zia ao escrever em português. Estamos treinando a Zia em um novo idioma para atender à crescente demanda dos nossos usuários por acesso multilíngue.

• Recent Topics

• Add Microsoft Entra ID to Zoho One

  Hi! Have anyone tried the Zoho connection to Microsoft Entra ID (https://help.zoho.com/portal/en/kb/one/admin-guide/directory-stores/articles/add-microsoft-azure-to-zoho-one?action=kbArticleFollow&actionId=4014605732522 ) This is a big operation and you

• Multiple Respondents for One Survey Submission?

  Does anyone know of a way to allow multiple respondents to complete only one  survey and then also see (while completing the survey) the responses for their fellow colleagues who already answered that question? The situation is that our new customers have within their own organization, multiple employees that will need to assist in the one survey response. Since we don't always know which new respondent is the "who" that will have the answer, we need multiple respondents to be able to view the response

• Can you remove the title from the forms?

  I am placing the iframes for my forms on my website.  Is it possible to remove or hide the title of the form so that it doesn't show up on the website? Is it possible to place text in the form like "clicking submit will take you to paypal." thanks

• Lost the ability to sort by ticket owner

  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

• Mask Name Field in Report

  Is it possible to have the Name field as "Last Name, First Name" in a scheduled report.

• Custom Project View by Project Group

  Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelled

• Unable to attach the file via the API.

  We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facing

• Zoho Books (UK) needs to be able to submit a CT600 CTSA return

  As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve

• Stock Update After Approver 1 Approval in Multi-Level Approval Flow

  Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,

• Zoho Form Auto Fill

  I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they select

• Image Resolution Restriction Option in Zoho Forms File Upload

  Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This

• Can't select Leave type while applying a leave

  Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

• Mes débuts sur Zoho Forms | 13 champs à l'export ! seulement

  Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payante

• Introducing real-time document commenting and collaboration in Zoho Sign

  Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

• Adding Photos Into Form (as a form creator)

  As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)

• [Training] AI-Powered Application Development Bootcamp 2.0 - Zoho Creator

  Hello everyone, Ready to take your app-building skills to the next level with the power of AI? We’re excited to invite you to AI-Powered Application Development Bootcamp 2.0—a 90-minute, live training session designed to help developers, business users,

• What is the easiest/fastest way to attach an email or PDF to a Zoho record?

  Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for Outlook

• Free webinar! Close deals faster with Zoho Sign from Zoho CRM

  Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, and

• Files stores in Library Marketing Automation

  Hi, How can i switch from card view to list view in Marketing Automation My Files.?

• Paid for upgrade and no change

  I paid the $24.99 rate to upgrade to Pro version and no change when I signed out and signed back in.

• Issue with Code Snippet Styling Overlap in Zoho Landing Page

  Dear Support Team, I have encountered an issue on the Zoho Landing Page while working with code snippets. When I try to create a custom script and add HTML, CSS, and JavaScript within the code snippet, the styling appears to overlap and affect other code

• Adding yearly Calander

  How to add Yearly calander and employee data from admin console

• Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days

  Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this

• Feature Request - Copy Reschedule Link

  Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open

• eCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce

  Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customer

• Zoho Desk iOS app update: Archived ticket list view

  Hello everyone! In the latest iOS version(v2.10.7) of the Zoho Desk app update, we have brought in support to access the 'Archived Ticket views' on the 'Ticket Views' screen. Tickets that have been Closed and inactive for 120+ days will be automatically

• Chart of Accounts

  Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,

• Zoho People Candidate Unable to see Non Admin Data

  Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2

• Issues With Image Formatting when Importing Word Documents as Articles

  Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between images

• ZOHO COMMERCE 2.0 – Réinventer la vente, repenser la valeur

  Il y a cinq ans, nous avons lancé Zoho Commerce pour accompagner les entreprises dans la vente en ligne. À cette époque, notre objectif était clair : simplifier l'e-commerce. Aujourd’hui, le marché a évolué, tout comme les attentes des entrepreneurs.

• Business hours in reports

  Hi. If I activate the business hours for my tickets. Does it affect in reports? I mean, if before, without working hours a ticket comes in on a Monday and closes the following Monday, in the resolution time in working hours I get 7 days. I want to know

• Zia Field Prediction - Unable to Validate Dataset Entries

  Lastly, whenever we want to create a new field prediction, the status gets stuck in Incomplete and when I try to annotate tickets, I get an error message saying "Unable to validate dataset entries." I've tried deleting and recreating the prediction, but

• Using an article already existing in Zoho Desk KB as a resolution for another tickets

  Hi, I've read about the Resolution tab of the Tickets and the ability of adding a Resolution to the Knowledge Base so that both agents and customers be able to access this information. However, and considering several tickets may be solved by following the same procedure, here's my question: if, for a ticket, I solved it and added the way I solved it as an article in our KB, is it possible to grab that article and use it as a resolution for another tickets with similar characteristics? If it's not,

• How to create knowledge base article from api?

  How to create knowledge base article from api?

• Disabling Smart Writing Assistant

  Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have

• Append tags to records on import

  Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when

• "Recently Changed Payload Format" for webhooks in Zoho Billing

  We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Zoho People Created a UBO/Group CEO Profile to view all employees

  Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access

• We've updated the webhook payload format

  We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.

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