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• Import Woocommerce Orders to Zoho Books with Zoho Flow

  Hi folks, is it possible to import Woocommerce orders to Zoho Books using Zoho flow? Usually the Woocommerce Orders have several line which would need to be imported. When I click on "use this flow" it will have me sign in, which is fine, and then I am

• Listado con descripción de artículos

  Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el

• Track client progress and reminder

  Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which

• Data reset

  Is there a reset button that I can restart the whole process fresh new ? It's costs much effort and time to erease everthing one by one

• How i find out day from date i.e. Monday, Sunday etc

  I have all 30 days of month ,and as i am holiday approval ,I want to add holidays of my company is on saturday and sunday and government holidays also.How i know from date it is which day..

• Auto assignment of tickets to an agent in Zoho Desk based on Account owner in Zoho CRM

  Hello everyone! I have written a custom function in Zoho Desk to automatically assign a ticket to an agent in Zoho Desk based on the account owner in Zoho CRM when a new ticket is created in Zoho Desk. I hope this helps who need it. You must create a

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• CC someone in email campaign

  I would like to CC my CEO in an email campaign I am about to send out. Is this possible in Zoho?

• Sending out a lot of emails, not sure who to follow up with

  When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.

• Schedule workflows to run on business days only (not weekends)

  Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in

• Zoho CRM Customization for Real Estate Agents?

  Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?

• Automation #16: Automate Ticket Reopening on Scheduled Timestamp

  Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

• Importing data into subform

  Hi, I have a multi-line field that I want to replace with a subform in my deal module (so that we can date individual entries in the future). I have exported the content from the multi-line field that I will be retiring, but how do I mass update the subform

• Recurring Projects

  I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!

• Fetch each workday date between two dates

  Hello! Is it possible to fetch each workday date between two dates, and then insert a record on each of those dates on a calendar report?

• How do I add our corporate fonts to campaign template?

  We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?

• how can i add my sim cards and integrate the to zoho sms campaigns

  how can i add my sim cards and integrate the to zoho sms campaigns ... i have 6 etisalate numbers and 50 k sms per month ... and i needed to do do via zoho

• Tracking Agent Diligence in Updating Records

  Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,

• Not receive OTP via phone sms

  Hi, I have a Zoho account where I cannot sign in it as I not receive the OTP sms. Previously can receive but start from yesterday not receive anymore. The phone sms working fine as I still receive sms from others.

• Why Can't I Add Multiple Facebook Fanpages on Zoho?

  I want to more fanpage Facebook

• Feature Request: Search in the PC client. Some thoughts about the search.

  Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

• ZOHO DESK link with Power BI

  HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

• 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.

• How do I generate a report with the total amount of money trasferred from one bank account to another?

  Hi, in Zoho Books, I have 2 bank accounts. Money is moved between the two. When I want to know how much money was actually transferred over a certain period of time, I can filter the transactions using the search criteria (type, transfer fund) but I only

• Parent / Child Relationships for Goals

  A business best practice is to set company goals and align management goals to the company goals. Subordinate goals are then aligned with management's goals in order to deliver on the vision. This setup is common for popular management systems like EOS.

• Feature enhancement: Highlight rows based on a cell value

  Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

• Sheet View for Reports

  We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet

• Organizational Emails Send through Email Relay Server

  Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this.  We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentials

• API method to convert a Quote into a SalesOrder ?

  Hi, We need to convert a Quote into a SalesOrder using the Zoho CRM API but this action doesn't seem to be available ? (cf online doc). It's strange because the conversion from Lead to Account is available. Is there a convertQuote available ? If not,

• Zoho Desk User Meetups, Networking Across India this March 2025 : Quick Update

  Namaste India! Here's the opportunity to meet with our Zoho Desk Experts in person, right in your city. Besides meeting our in-house experts, you will get the chance to interact with your fellow Zoho Desk users in your community. Event Update We’re making

• Data refreshed X mins ago

  How can I permanently have the "Data refreshed X mins ago" in my dashboards? It would be nice to know how old the data is since the minimum refresh time is every 3 hours. So when you open the dashboard you can immediately see the data is X hours old

• Announcing new features in Trident for Windows (v.1.10.4.0)

  Hello Community, Trident for Windows introduces exciting new features to optimise your email and multitasking experience. Let's take a quick look at what's new. Zoom eWidget Another addition to Trident's list of widgets: the Zoom eWidget. With this new

• Zoho Creator's 2025 Release Projection 1

  Hello everyone, This is Prakash, senior product manager at Zoho Creator. Today, I'm absolutely thrilled to pull back the curtain and give you a sneak peek at our first release projection of 2025, with an exciting lineup of features set to roll out in

• Client Script Support for Layout Rule Pop Ups

  In the following pop up which is created by a layout rule, we want to use a client script to calculate the following fields based on the first field. Unfortunately, this is not possible.

• Pipeline stages for product-led growth (PLG) subscription services

  (Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I am

• Kaizen 179: Choosing between ZDK CLI and Web UI : When to Use Each

  Hello everyone, Welcome back! ZDK CLI uses commands to manipulate with Zoho CRM metadata from a terminal. While Zoho CRM Web UI remains the primary tool for manipulating Zoho CRM metadata like creating modules, configuring fields/layouts etc., using ZDK

• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Analysis of On-Demand webinars

  Morning, We have introduced an on-demand webinar, accessible from our website. But when reviewing the analytics, it doesn't show how long each attendee watched the webinar. Just questioning whether this is available, and if not, is it something that could

• Automate a CRM workflow with Zoho Cliq

  Imagine having a virtual assistant that provides rapid updates to your team through Zoho Cliq, helping you stay on top of your sales processes. After returning from a client meeting filled with updates and action items, managing this information together

• Mixed order: stock item and business purchase

  Hi, I'm just getting started with Inventory, and I haven't been able to find an answer to this. I am a small service business, and am just starting to sell products (in very low numbers). From my vendor, I purchase both items that I will on-sell, which

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