Zoho Community | Connect, network, and share on Zoho Forums


    Zoho Campaigns Resources


      • Desk Community Learning Series


      • Digest


      • Functions


      • Meetups


      • Kbase


      • Resources


      • Glossary


      • Desk Marketplace


      • MVP Corner


      • Word of the Day


      • Ask the Experts


        • Announcements

        • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

          As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

        • Ensure Consistent Service Delivery with Comprehensive Job Sheets

          We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

        • 【Zoho CRM】作業リスト機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能　概要 機能①　自分の未完了の活動 機能②　処理待ち 機能③　自分の作業リスト 作業リスト機能　概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。

        • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

          Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

        • 2025 in Review: Powering Field Services Forward—One Feature at a Time

          As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams

        Zoho Subscriptions Resources

          Zoho CRM コンテンツ



            ご検討中の方

              Zoho Sprints Resources


                Zoho Books Resources


                  Zoho Projects Resources


                    Zoho Orchestly Resources


                      Zoho CRM Plus Resources

                        News and Updates
                        Tips and Tricks
                        Spotlight Series
                        Knowledge Base
                        Help Videos

                          Zoho WorkDrive Resources





                            Migrate to Show’s New Community

                            A place to share, discuss and stay updated about everything relating to Zoho Show presentations.


                                Zoho Writer Writer

                                Get Started. Write Away!

                                Writer is a powerful online word processor, designed for collaborative work.

                                  Zoho Creator Resources


                                    Zoho CRM Resources

                                    • CRM Community Learning Series

                                      CRM Community Learning Series


                                    • Tips

                                      Tips

                                    • Functions

                                      Functions

                                    • Meetups

                                      Meetups

                                    • Kbase

                                      Kbase

                                    • Resources

                                      Resources

                                    • Digest

                                      Digest

                                    • CRM Marketplace

                                      CRM Marketplace

                                    • MVP Corner

                                      MVP Corner



                                      • Sticky Posts

                                      • Good news! Calendar in Zoho CRM gets a face lift

                                        Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

                                      • Building Toppings #3 -Testing and publishing Bigin toppings

                                        In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate follow-up management

                                      • Automating Employee Birthday Notifications in Zoho Cliq

                                        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

                                      • Charting the 2025 Voyage: Zoho Invoice's Year in Review

                                        2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

                                      • Get Holiday ready with Zoho Mail's Templates

                                        As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful