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• Recent Topics

• How to refresh/update module fields in

  Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR

• Data update/pull from a specific field or module

  Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetch

• Lookup field in User module cannot look up to custom modules!

  Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?

• Trigger Zoho Cliq Channel Workflows for API Messages

  Dear Zoho Cliq Team, I hope this message finds you well. We have noticed that reminders or messages posted to Zoho Cliq channels via the API do not trigger channel-based workflows. This limitation means that any bot configured with a participation handler

• Webhook Trigger for New Messages in Cliq Channels

  Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

• Ability to Edit the "Current Job Title" dropdown field

  Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually

• I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

  I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app

• Problem configuring/customizing sales pipeline steps

  Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M

• workflow for bounced email gets triggered, but email is status = opened

  Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

• Power of Automation :: Automatically start / pause / stop timer on task status update.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Website Access Blocked (from one pc only) when attempting unattended access to any device

  Hello From one of my laptops I cannot access any remote device using unattended access. A Zoho Assist error page didplays 'Website Access Blocked. See attached.

• Zoho Analytics to Zoho Sheets - automatic update?

  Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?

• Fixed Assets Register

  Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.

• Link to Desk tickets

  Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks

• Announcing new features in Trident for macOS (v.1.11.0)

  Hello everyone! Trident for macOS (v.1.11.0) is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Export emails. You can now export emails in the .eml file format

• 【Zoho CRM】Webフォームに関するアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 「Zoho CRM アップデート情報」の中からWebフォームに関するアップデートについて紹介します。 今回、以下２点のアップデートがありました。 ダブルオプトイン（2段階の同意確認）後の確認メッセージのカスタマイズ 登録から確認まで一貫したユーザーエクスペリエンスを顧客に提供するために、カスタマイズされた確認メッセージを作成できるようになりました。 ダブルオプトイン認証メールのカスタマイズ 顧客に最初から興味を持ってもらえるよう、パーソナライズされたメールを作成できるようになりました。ユーザーのブランドに合った本文を作成し、パーソナライズすることで、様々な顧客に対応することができます。

• Converting Time and Time Zones

  Hi Everyone I am trying to convert a time Zone to the local time of the user. I am fetching some data from an API, and it is coming back in this format: 2024-12-09T16:49:23Z This is in UTC/GMTZulu time. I am looking to convert it to the user time. In

• Tip of the week 34 - 5 ways to maintain your email list

  A proper email list often reflects the reach of an institution. This reach is coveted by all but achieved by some. We often forget about drawbacks and incline towards numbers. Success is often reflected by quality and not quantity. This simple message reverberates in maintaining a hygienic email list. Here are five tips which will help you maintain a proper email list.    Organic email lists   Non-stop competition can make us susceptible to shortcuts like buying and renting lists from third party

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Can not send campaign

  Hi, I'm trying to send a newsletter to my subscribers, but seems is not working - or maybe I did some wrong steps re. upgrades. I'm the admin for this account, no other person is using Zoho for my campaigns and I did not access the platform during last

• Multilingual Newsletter

  Hi, Can Zoho campaign give the possibility to create and send a campaign in English and French, giving the possibility to the person receiving it to switch from default language chosen for a campaign? thnaks

• Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

  It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

• Feature Request - Configurable Payment Icons + Pay Now link in email.

  The PAY NOW buttons (icons) on invoices are really small. It would be great if we could make that a big, colored icon. Better would be to add a button to emails as well. 

• 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

• AI read notes or explanation

  It would be such a great feature to have AI voices be able to read our Notes or Explanation If not having the AI speak the notes at run time, how about a feature where inside of Zoho Show you can have it look at all the notes of all the slides and have

• Help with technical problem

  Hello, I want to make it so I can say how many days are left until a date is reached, and for it to give me a status on if its VALID, EXPIRED, or ABOUT TO EXPIRE, but the problem I'm having is I want it to be compared to the date every day, not just the

• Managing Prepaid Hours for Consulting

  We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?

• Email Verification Tool

  Hi there, just came across this tool for Google Sheets https://www.producthunt.com/posts/email-verification-tool-for-google-sheets-2 How would one do to automatically verify/validate email addresses entered on the CRM in a similar way?

• Get DealID when Deal Created?

  Hi What's the easiest way to grab the DealID when a deal is created?  I want to add it to a custom field on the deal. Thanks

• ZOHO Widget SDK not loading in html

  I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

• WorkDrive API Documentation

  WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

• Who can see draft replies on tickets?

  We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make

• Major iOS issues when accessing forms via the browser

  Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential

• How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

  Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

• Knowledge base: The nitty-gritty of SEO tags

  A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

• Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

  Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or

• Custom function daily limit and procedural programming

  Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies

• New enhancements: Changing portal users' email addresses and new customization options for templates

  Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

• Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

  Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion

• Zoho One. Client Script

  Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

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