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• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• All about Users in Zoho Projects

  To form a functional team, businesses should define different types of users in their team. Businesses can be effectively managed by inviting users to various roles. And, the person who has the administration privileges can invite or add users to various roles in the project. Two types of users Before going into the steps to add users to your portal or project, let's understand the different types of users:  Portal Users - Users who work for the projects in your team.                      ~ Portal

• Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

  Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

• Cannot associate event with other objects when creating?

  I am attempting to associate an Event with one or more other objects when creating it via the API. According to the API docs, the "Related_To" property is a jsonobject even though the description says "Provide the details about the entities the event

• Missing Payload Details

  Hi All, Does anyone know how to fix missing webhook payload data in the next step of the flow? Payload comes into the webhook -- All details here When i go to use the webhook data in the next step -- the majority of the payload data is missing

• Zoho Projects API 100 requests/2 min. Limit

  Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

• Customer address in Zoho Bookings

  Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

• AutoScan Not Working Since April -Support says it with engineering

  Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and

• Calendar Connection Enhancement

  Hello everyone, Greetings from the Bookings team. We're here to announce an important Calendar enhancement that will roll out soon. Let's take a look at what's being changed. Improved and more straightforward UI The Calendars UI is undergoing a complete

• Bookings to CRM - New Events and Contacts

  Hello, I have an issue with appointments taken by clients from a Zoho Bookings page. Previously when an appointment was reserved, if there were no client created in Zoho CRM, it would create it in the CRM through the integration between both platform.

• Generating Discount Coupons for Zoho Bookings

  Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

  When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store

• In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

  In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

• Multiple Products on Ticket

  Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

• Desk - CRM Integration: SPAM Contacts (Auto Delete)

  SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.

• Date Import Problems

  I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format problem. The date format I am trying to import is DD/MM/YYYY. This is also how my date preferences are set up in Zoho CRM. Do I need to use a different format to import the date field?

• Surely it's time Inline editing from views

  I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

• How to work with getFieldNames formdata functions ,Any Examples

  I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available

• Allowing subqueries in FROM clause

  When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?

• New features and improvements in Desk's integration with Zia powered by GPT 

  Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancements

• Is Zoho Shifts included in the Zoho One plan?

  In case the answer is no: there's any plan to make it available via One? Thank you

• Feature Request: API Access for Managing Deluge Functions (with OAuth & Change Tracking)

  Hi everyone, I wanted to share a thoughtful request that came in from one of our Zoho clients this week. I believe many of us as partners and developers might relate to it. “One quick item to flag: we’d love an official way to manage Deluge functions

• No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

  Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping

• Mac Thunderbird zoho e mail account issues

  I have issues with a user account on thunderbird e mail client who suddenly does not receive emails, when you click get messages we get an error "sending of password for user ......did not succeed, mail poppro.zoho.com responded service unavailable" after

• PASSWORD

  Hello, I'm Joyce, my client used zoho for password sharing, he did share the canva but once I clicked on it it will not automatically log-in, instead I need to log-in again. My question is my boss log-in first to his gmail and use his gmail to log-in

• Products in time entry

  Morning, Is there a way to add the product field to the time entry layout? Giving us the ability to identify a product per time entry. Thanks Rudy

• Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

  × 🎉 Nearing 200th Kaizen Post – We Want to Hear from You! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights help us improve! Got Ideas? Tell Us! ✨ We are thrilled to be nearing the 200th post

• admin problem

  i can't to reach for the panel that i will create another mail to our company account i have admin access but i can't reach the panel our Company name Scale point my mail asmaa@dcalepointhub.com please can you help me Thanks

• 554 5.7.1 : Recipient address rejected: user [username] does not exist

  Hi, I mistakenly altered my shopify email settings (where my domain is managed), but immediately reverted them, however now I have a strange email issue. I can send emails just fine, but cannot receive them. I have tried all troubleshooting steps but

• Problema para enviar y recibir correos

  Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco

• Agent working hours

  Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc. 

• Legit email address?

  Hello, I received emails from zohoadmin@biznetvigator.com with a password expiry notice. is that a legitimate email?

• SMTP Authentication Fails with App Password – “535 Authentication Failed” Error

  Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email

• Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

  I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create

• how to integrate zoho bigin to wordpress website ?

  hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?

• Survey end date extension

  Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

• Problem with signature in a forwarded mail

  Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

• Out of Office not working

  I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

• Error message that says only images and no text

  I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

• Link project invoices to sales orders

  As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in

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