Boas Práticas na Comunidade Zoho Brasil

• Topic Participants

• Carolina Luiza Silveira da Rosa

  

• Sticky Posts

• 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

• UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

  Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it

• Zoho Tables is now available in Zoho One!

  Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.

• Zoho Publish is now available in Zoho One!

  Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,

• 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

  Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho

• Upcoming update to field values in Zoho Books - Zoho Analytics integration

  Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions already

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill

  In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,

• How can I populate dropdown data with information from another source or app?

  I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

• Zoho Community Digest - September 2026 | Part 1

  Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with Automation

• Tip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'

  Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear way

• Delete CRM Portal

  How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

• Zoho Books | Product updates | July 2026

  Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes

• Calendar invites from Contacts not being assigned to Account in CRM

  Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show

• Kaizen #258 - Getting Started with zoho-crm SKILL.md

  Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill

• Zoho Tables is now live in Australia & New Zealand!

  Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

• Dashboard/Component filter by probability

  Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

• Stock (on-hand) Items not updated after using Composite items

  Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Important changes for users with Zoho accounts in the UAE and other Data Centers

  What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated

• Conditional Layouts On Multi Select Field

  How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have

• Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

  WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Delug script

  I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as

• Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

  I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see

• 【Zoholics Japan 2026】ITreview 口コミ投稿キャンペーンを実施します！

  ユーザーの皆さま、こんにちは！ 2026年9月25日（金）開催の「Zoholics Japan 2026」会場にて、 Zoho CRM・Zoho Workplace・Zoho Mail を対象とした「ITreview 口コミ投稿キャンペーン」を実施します！ Zoholics にご来場いただく皆さま、ぜひこの機会に普段お使いの Zoho 製品について、率直なご感想をお聞かせください。 【キャンペーン内容】 対象製品： ・Zoho CRM ・Zoho Workplace ・Zoho Mail キャンペーン実施時間：

• Contact removed when picking ticket template.

  hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Bank Transaction Rules Link Under Each Bank Account

  Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all

• Nested notebooks

  Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Zoho CRM

  Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:

• Implement Meeting Polls in Zoho Bookings

  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

• Recording Salaries and wages in zoho books with bank fees

  Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank

• [BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included

  An example of the issue can be seen below:

• CNIL - Suivi de Pixel

  Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

• Scheduled import

  The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.

• #4 Choosing How My Invoice Should Look

  Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,

• Transaction rules for "Owner's Contribution" ?

  I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from

• DYK 12: Turn Email into Work Items

  Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During

• Next Page