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• Slicers are now available in Zoho Sheet—filter your data interactively

  At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

• Check out the new Checkbox in Zoho Sheet

  Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the Format

• Format and analyze spreadsheet data with Zoho Sheet's Table

  While a spreadsheet helps you compile data for easy analysis, formatting helps make your data more comprehensible. We are happy to announce the release of Table, a crucial tool for improving data formatting in Zoho Sheet. More than a formatting tool,

• Introducing Data Bars: Graphically represent changes in data within the cells

  Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

• Zia in Zoho Sheet now makes suggestions on conditional formats, picklists, and checkboxes

  Zia, Zoho's popular AI assistant, has been helping users succeed across Zoho applications since inception. In Zoho Sheet, Zia helps users efficiently build reports and analyze data with recommendations about data cleaning, charts, and pivot table. Also,

• Recent Topics

• Mail: Compose: Reply problem (Chrome Browser).

  When I select "Reply" to an email, the compose screen opens but my cursor is completely lost. It should automatically go to the first line at the top of the email to compose the reply. This may be a Chrome issue -- does anyone have a fix for this. Where

• Zoho meetings Outlook plugin doesn't work

  Hey Zoho team! We have a problem with user authentication via Zoho meetings Outlook plugin... for last 2 weeks. When we start the "Sign in" process via Outlook plugin the plugin redirect us to authentication web-page and after successful authentication

• Free webinar: E-signature legality in Latin America

  Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures

• How get dark mode in Writer Windows App?

  The directions for changing to dark mode seem only to apply to the web application. I do not see anywhere to change to dark mode on the Writer app for desktop (windows) except in read mode. I want dark mode for the whole application. Is this possibl

• Connect Forms to CRM

  How do I connect information and files submitted through forms with a customer profile?

• how to add a text filed when the choice selected as" no"?

  Hi There: when I am editing under Matrix choice-->check box, I would like to create a free text field after the user select "no" to give more specification. is that possible? and how?

• Set a default date

  I would like to set a default date to yesterday or one day prior to the form being opened. It appears from reading online that I should be able to use a workflow to do this via the form load event and a basic script but I cannot see any way to create

• How to Create a Single Choice Question in ZohoForms?

  I am trying to create a simple multiple-choice question in Zoho Forms where users can select only one option (a single choice). In the current version I’m using, I see the option to add a Multiple Choice field, but when I preview the form, the question

• Grouping of Multiple field types

  I looking group different field types as shown in the image. How do I do this in zoho forms?

• Save and Resume Email

  Hi, I've set up a simple form to test the Save and Resume functionality. I have checked the "allow respondents to receive saved form's link by email". I have pointed the recipient email address to an email field in the form. When I press the Save button,

• activacion de usuario

  No puedo activar usuarios que se encontraban activados y se desactivaros solos

• "Any one with the link can view"

  Hi team. In the past when I used that permalink option, I can see the email even when I don't have Zoho (let's say I tried it on incognito/private mode). But now seems it's not the case, and I see this: https://share.nmblc.cloud/e7aed0d1 Is it a change

• Plug Samples #2 : Prevent junk information by verifying the customer contact details with OTP

  The chatbot is an excellent way to up stock your business needs. They shine in all the areas you apply them, like conversing with visitors, engaging them on-site, collecting their contact information, etc. Activating your Zobot with a codeless bot platform

• New Module in Portals wont Edit

  I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?

• Not possible to remove mandatory system fields?

  Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's

• How to Display Search Results Using ZOHO.CRM.API.searchRecord with in Zoho interface.

  Hello Community, I’m currently using the ZOHO.CRM.API.searchRecord API to retrieve results within a module in Zoho CRM. The API works fine, and I can successfully fetch the data. ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"phone",Query:"123456789",delay:false}) .then(function(data){

• Human Resource Management Application

  We are looking for Zoho HR implementation & license implementor in Amman Jordan

• Leads conversion to deal

  Hello Zoho community! I am facing an automation issue, I understand that once leads are converted, they disappear from the front end of Zoho. I can still access them through the report module. Here is what I am trying to do: I am building some analytics

• Zoho CRM and Books integration (related list) column customization

  I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).

• How to reorder Kanban View Columns in All Layouts?

  How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.

• New Zoho User Unable To Join My Zoho CRM Organisation - Receiving Error

  I have sent an invitation to a new user, they have not previously signed up to Zoho - I know this because I created them a fresh company email address myself. Upon clicking the invitation link, they reach the page to 'Create a Zoho Account'. They entered

• JOB Sheet can not send PDF as service rapports and more info needed other topic

  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

• Kaizen #81 - COQL API - Part II

  Hello everyone! Welcome to another week of Kaizen! In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post. Supported field types and Operators Please

• How to add filters on dashbord components - Zoho CRM

  Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but still

• Cross module duplicates

  Is there a way to identify existing duplicate lead and contact records? i. e. "show me all lead records where a contact record with the same email address exists" Ideally there would be a custom CRM report for this, but I can't see how to create it. I

• Zoho Campaigns Related List in CRM

  hello, there is a nice Campaigns related list in CRM Lead and Contact records. the list typically populates all campaigns in including emails from Zoho Campaigns which is done via CRM <> Campaigns integration. An empty related list visual attached: However,

• How to make the Grand Summary stay on top/bottom when scrolling

  Dears, As the title, I want to make the Grand Summary always stay on top/bottom, always visible when the user scrolling up/down the pivot chart. How can I achive this?

• Where is the Portal option?

  Hi. Im using the Trial period account. Id like to see how the portal works. The doucmentation says I can create a portal by going to Setup > Channels > Portals. However, I dont see the option. I can see Email,Telephony,Chat,Signals but no Portal option. Thanks

• setVisibility() not working for Subform Fields with Client Script

  I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fine

• Automatic Lead to Contact Conversion in CRM

  Is there a way to automate lead to contact conversion? In my case I would like to merge (convert) lead and contact records, if a contact being created already exists in leads - by matching email address. I understand the manual conversion of a single

• [ Free Webinar] Transform your hiring process with Zoho Recruit's AI tools

  We are conducting a free webinar (on 26th November, 05:00 AM IST - 06:00 AM IST) designed to help you make the most of Zoho Recruit’s AI capabilities and give you a sneak peek into our future roadmap. Why Attend? In this session, you will: Discover how

• Migration O365 vers Zoho

  Bonjour à tous, J'ai déjà migré 4 users sans problème depuis O365, tout s'est bien déroulé. Je maintenant migrer d'autres users mais l'inter face plante et je ne trouve pas de solution. Qd je souhaite ajouter les nouveaux users à migrer j'ai le message

• Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

  Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. I am experiencing some issues with my email account from realestateassists.com and I hope you can help me resolve them. I am encountering the same problem as another user, and I am unable

• How to interpret Campaign report statistics - definitions/explanation

  I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open

• We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

  It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

• Custom Buttons

  Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.

• Workflow Rule to Change Ticket Subject on Creation

  Hi team, I’m experimenting with Workflows in the Enterprise version but need assistance. How can I configure a Workflow to automatically remove prefixes like 'RE:', 'FW:', or '{EXTERNAL}' from the subject line of emails?

• Dynamic File Names for Mail Merge Templates through Send with Zoho Sign

  Hello, Is it possible to autopopulate the fille name when creating a mailmerge template through the send with Zoho sign button? Currently it just defaults to the name of the mail merge template, but it would be great to able to auto-populate this based

• Zoho One Backup of entire account

  Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

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