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【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.2 ~ 顧客満足度を高めるCRM / Survey活用・営業基盤づくり・AI連携による業務改善 ~
Zoho ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 6月26日(金)に、東京 Zoho ユーザー交流会 NEXUS vol.2 を開催しました。 今回のテーマは「CRM活用 × AI」。 過去最大規模での開催となった本イベントでは、MIGACTの濵田さん、 デジタル・クリエイティブ・ネットの本間さん、ゾーホージャパンのSasiによるセッションを実施。 顧客情報をどのように整理し、日々の業務や顧客対応、営業活動の改善につなげていくのか。 CRM・Survey活用から、AIとZohoを組み合わせた取り組みまで、それぞれ異なる視点から具体的な事例をご共有いただきました。
Updating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");
Reporting Tags in Profit and Loss Reports Analysis
Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
User manual as PDF
Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Unusably slow sheet / max exceeded errors (suspect Fill Down + max row interaction)
Hello, I just started using Zoho Sheets and until I started working with formulas, all was well. At this point though, my sheet has become unbearably slow. I don't have too many formulas in yet and under 200 rows of data. Columns: not sure how to count
DKIM 2048 too long
I'm trying to add a DKIM TXT record for my domain in Zoho Mail but my DNS provider (Shopify) has a character limit on TXT record values. The 2048-bit DKIM key is too long to enter. Can anyone advise how to generate a shorter 1024-bit key instead, or another
The Social Wall: June 2026
Hello everyone, This month, we're introducing features to help you engage better with your professional network and share your content plans with ease. Mention LinkedIn profiles in the compose window You can now tag individual LinkedIn profiles directly
Duplicate confirmation email generated related to form being embeded in website
I haven't made a change to the zoho form in question and yet it has suddenly started sending a duplicate confirmation email to the customer (and us as we are copied in). The form is embedded in our website. The first email referrer name is our website
Zoho Creator - Install app from Gallery takes too long
I'm trying to install the 'Volunteer Portal' from the app Gallery of Zoho Creator. It has been busy installing the app for over 2 hours now. It might be okay, but how long is something like that supposed to take? I never installed anything from that Gallery
Where is the desktop app for Zoho Projects???
As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
Any way to sync Projects task → Desk ticket (not just Desk → Projects)?
Hey, I'm familiar with the native integration that lets you add a Zoho Projects task from Zoho Desk. What about the opposite direction — is there any native integration for that? If not, is there a way via the API to create a ticket and link it to a Projects
Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
How to use Zoho Billing info in a workflow
We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan
Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the
Function #27: Apply unused credits automatically to bills
Welcome back everyone! In our ongoing series, we previously shared a custom function that automates the application of unused credits to your invoices. We've been listening to your feedback, and many of you have asked for a similar function to be applied
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
Worst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions
Any way to sync Projects task → Desk ticket (not just Desk → Projects)?
Hey, I'm familiar with the native integration that lets you add a Zoho Projects task from Zoho Desk. What about the opposite direction — is there any native integration for that? If not, is there a way via the API to create a ticket and link it to a Projects
Disabled Zoho Sites Builder. Not Loading.
Hello! I have problem on all operating systems, and all internet browsers. Entire menu in site builder not respond to clicking, looks like freezing. Edited page not loading. Regards, Tom
How to handle email attachments >5MB from Zoho Mail to Zoho Creator via Zoho Flow?
Hi Zoho Community, I'm building an email management system that automatically captures incoming emails from Zoho Mail into Zoho Creator records via Zoho Flow. Everything works fine except for one major blocker — email attachments larger than 5MB. Current
[BUG] Zoho CRM Mobile App – "Deal Name Cannot Be Empty" Validation Error When Cloning an Existing Deal
Summary When cloning an existing Deal record in the Zoho CRM mobile app, saving the cloned record fails with the error "Deal name cannot be empty" — even though the Deal Name field is visibly populated with a valid value. The save is blocked entirely.
Custom Statuses - Can You Do Anything With Them?
As far as I can tell, one really cannot do much with custom statuses. I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status. The use case here is that, as an e-commerce company,
Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account
Email Forwarding Issue: Enable and Disable Email Forwarding
link mail.zoho.com/UnblockMe to unblock
Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
Where is Admin console now?
Recently I was surprised, that the Admin console had disappeared. At least, I cannot find it out on the previous place.
#17 Sometimes You Need the Payment Before Invoice
Not every payment starts with an invoice. Think about a project deposit, an event registration fee, a booking advance or an upfront consultation charge. The customer is ready to pay, but the final scope, pricing, or line item haven't been finalized yet.
Manage all your data in a sheet view in iPhone/iPad
Hello everyone! We are happy to announce that users can now manage all their data by seeing them in a sheet view in their Bigin iPhone/iPad app. Scenario: John Bailey, a general physician, works in a hospital and also owns a clinic. While traveling from
Zoho Desk: Mobile Updates | Q2 2026
Hello everyone, Greetings! As we have reached the end of Q2, here's a quick look into everything released during the second quarter of 2026. We've introduced several enhancements to help support representatives work more efficiently, with improved access
Rules Action for Date Field Limits
Hi, I would like to be able to use Rules to limit the date field options based on another selection (Dropdown), so with one choice it can be past dates and date of response, but with a different selection it can be Future Dates and the date of response.
DocuSign + Zoho Contracts Integration
Hello, Wanted to get an update on the Zoho Contracts + DocuSign integration. I know support mentioned the goal was Q2 2026 but have not seen the role out
Zoho Cliq GIFs: Migration from Tenor to GIPHY
We are updating the GIF service in Zoho Cliq as Tenor's GIF API will no longer be available from June 30, 2026. As part of this change, we're moving from Tenor to GIPHY to ensure uninterrupted GIF support and a seamless experience. What is changing? Organizations
Referral module for our Zoho People employees
I have been requested to create a user in Zoho Recruit for each Zoho People user to allow them to refer a candidate in Zoho Recruit. Only the interviewer and guest profiles are free. The use of a custom profile is on the paid basis. Any user linked to
How to export hidden description in the pdf upon submission
There's a 'description' in my form that is hidden unless a checkbox is marked 'show'. I was able to achieve this as a field rule; if checkbox contains 'yes', show description box. If this checkbox is not marked yes, the pdf export after submission doesn't
Tip #79- Exploring Technician Console: Session Details- 'Insider Insights'
Exploring Technician Console: Session Details- 'Insider Insights' Hello Zoho Assist Community! Welcome back to our Technician Console series. This week we're looking at a panel that keeps everything you need to know about a session in one place: Session
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