Video tip 1: Record and share trainings on Zoho ShowTime.

• Topic Participants

• Meshach Abhishek J

• Sticky Posts

• Video tip 02: Customize your feedback and evaluation forms in Zoho ShowTime

  Hello everyone,  Here's a new video tip for all our ShowTime users. Today we will learn few quick, effective ways to evaluate your participants and assess your trainings conducted on Showtime, like MCQs (multiple choice questions), text-boxes, and ratings scale.   Watch the below video to learn how these assessment systems help you effectively evaluate course-related knowledge and skills of your trainees on a regular basis.      Follow this page to learn more such tips and stay updated on all the

• Video tip 05: Host training courses under your own personalized domain and white-label your email communications.

  Hello everyone,  As a trainer, having your own domain name increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional, established online presence. A custom domain establishes you as a leader in your area of subject expertise, helping you promote your courses and build brand recognition with your global audience.   In today's video tip, we at

• Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.

  Hello everyone,    Sometimes it is difficult to organize and manage your everyday work and training sessions. Scheduling recurring or repeated sessions can be even more time-consuming as you need to create and maintain the training content, schedule multiple time slots for the training, manage registrants across each session, and more.    Zoho ShowTime offers a smarter option for these cases that only takes a few clicks. Play the video below to learn how to use the same presentation content and set

• Spotlight 03: Connect and deliver more effective trainings with ShowTimes' Viewer app

  With the growing need for virtual classroom learning, the use of mobile and tablet software is quickly becoming the most convenient way to share knowledge between educators and students. According to a 2018 study, nearly 67% of digital learners now use mobile devices to complete their online coursework. Additionally, smartphone learners complete course material 45% faster than those using a computer.  Considering these facts, we now introduce our next community spotlight series that will focus on Zoho

• Video tip 1: Record and share trainings on Zoho ShowTime.

  Hello everyone,   We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training.   In this month's video tip, we will show you how to record your training sessions quickly and share them with your attendees and other prospective learners externally. We hope this tip was useful. ShowTime also allows you to automatically record your live trainings

• Recent Topics

• Single Task Report

  I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the

• RingCentral/Zoho CRM integration

  Hi I would like to know if our RingCentral/Zoho CRM integration will record incoming calls from clients to my mobile number. I have both Ringcenral and Zoho CRM apps on my iPhone. I know it records the outgoing calls I make and shows them in Zoho CRM

• Weekly Tips :Instantly find what you need with Attachment Viewer

  Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

• Has Zoho changed the way it searches Items?

  Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

• Missing Zoho Desk integration option for form workflows

  According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

• Search in module lists has detiorated

  Every module has a problem with the search function :-/

• Search in module lists has detiorated

  Every module has a problem with the search function :-/

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Gantt for 2 or more projects

  Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

• Integrating a Zoho Project Gantt Chart into Reports

  Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

• ZOHO BOOKS - EXCESSIVELY SLOW TODAY

  Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

• Gantt Chart - Zoho Analytics

  Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

• Displaying related quotes in sales order and back

  Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

• Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

  We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

• Clearing Fields using MACROS?

  How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

• Bigin: filter Contacts by Company fields

  Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

• Sending emails from an outlook account

  Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

• Migrating a Zoho Forms form into Zoho Creator

  Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad

• Is there any way to recall an email sent using Zoho CRM?

  If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Problem with reports due to "Connected" items change - Yes this IS a problem

  Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

• Zoho sheet desktop version

  Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

• Introducing notifications in the vendor portal

  Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

• Signup forms behaviour : Same email & multiple submissions

  My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

• CRM limit reached: only 2 subforms can be created

  we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

• Settings Icon No Longer in ZOHO Desk?

  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

• LESS_THAN_MIN_OCCURANCE - code 2945

  Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

• How to update "Lead Status" to more than 100 records

  Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

• Analytics for notes created

  Is there a way I can see how many notes were created per day? Via reporting or analytics?

• Add Custom Reports To Dashboard or Home Tab

  Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

• Cannot update Recurring_Activity on Tasks – RRULE not accepted

  Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

• Add image to report...

  Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

• More controls for User Fields in CRM

  Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

• Calls to accounts rather than leads or contacts?

  So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

• Image Upload Field | Zoho Canvas

  I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

• Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Lead Blueprint transition in custom list view

  Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

• Range names in Zoho Sheet are BROKEN!

  Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

• Next Page