ご検討中の方

• Recent Topics

• Importing MAC files - pages, numbers, keynote

  Hi we are a company of mac users - so now looking to use Zoho but it looks like we can't import any of our MAC files unless we convert them first?  Is there any way we can do this?

• CRM does not map to CRM Plus

  I was looking to upgrade some of my users to Zoho CRM Plus. They are currently using Zoho CRM. But I have been told by my account manager that 'The CRM data within your current Zoho CRM subscription will not be mapped to CRM Plus.' So what's the point

• Zoho Sheets hide or unhide columns. How it impacts other users

  Hi I would like to know, when someone hides a column in the Zoho sheet, the hidden column is also hidden from everyone else that is using the file. The collaboration feature seems to not work.

• How can I add a calendar invite to my campaign emails?

  I use Zoho Campaigns to attract prospects to a series of webinars that we run. I have a general pool of contacts that I campaign to, and I have them join a new list for the specific webinar they wish to join. What I would like to do next is send an email to those that want to join a webinar, with a calendar invite that they can accept to add to their Outlook calendars (containing the URL and details of the webinar). How can I do this?

• Enhanced Sign-in UI and OTP-Based Password Reset for Portals

  As of 5th December, 2024, we are introducing enhanced sign-in interfaces and One-Time Password (OTP) based verification for password reset in an effort to improve security and stream the user journey across all portals. What's changing New Interface for

• Zoho Forms to CRM Lookup Field

  Hi There, We have a public link for our stores to complete a daily safety audit, we used to be able to link Zoho Forms into CRM and connected related modules however don't seem to be able to get it to work. Zoho Forms has a drop down of the store listings - as this is a public form the CRM function doesn't work When the form is completed I want to integrate into a custom module (Safety Audit) with one of the fields a lookup field (Store) that links to another custom module (Store Listing) Is there

• Rescheduling service appointments

  I want to be able to schedule the same resource for several service appointments whether or not they are closed out or rescheduled. I dont want them to conflict....i want to be able to double book our techncians. Is there a way?

• ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

  ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.

• Enhanced duplicate management and unified approvals in Forms

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designed

• Improve Collaboration and Communication with Mass Comments

  Hello everyone, Customer service is a dynamic space where agents are often required to collaborate with other teams to resolve customer issues with quick and accurate solutions. For example, imagine multiple customers raise tickets stating that they are

• Zoho Books - Baixa como Remissão - Status = Pago

  Ao Baixar uma fatura como Remissão (Prejuízo) o Zoho coloca o status como Pago. Quero dar baixa em algumas faturas pendentes (Cliente que não vai pagar), mas quando faço isso, o status das faturas aparece como "Pago". Claramente, esse não é o caso e preciso

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Is it possible to do validation for the Actions added to Reports?

  We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

• Deluge Count Function for Subform is it supported

  Hi This var1 = count(SubForm_1[ID!=0 ]); Gives the error Form SubForm_1 does not exist in this application Is there a syntax mistake or is it no supported in such a manner

• BUG do APP IOS do Zoho Mail

  Olá, Percebi que quando abro um anexo no APP IOS do Zoho Mail não existe um botão de retorno à caixa de e-mail. Tenho que fechar o aplicativo e abrir novamente. Vocês já mapearam isso? Existe algum botão que não vi? Abs Marco

• Introducing advanced statistics for TikTok and other Social enhancements

  Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better

• Bigin Calendar view - set Monday as first day of week

  Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? Antonio

• Create list dropdown of all form names

  Hi everyone, Can i create dropdown list by all form names? Thank you

• When Field not empty -> Mandatory subform entry

  Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns are

• Multiple products per account issue

  We are currently looking to move to Zoho CRM from another package.  I have a need to be able to track multiple lines of the same product for an account.  For instance, we track the product (concurrent user license) for every time a customer orders an

• Zoho Sites "pages" management page

  I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

• Zoho und die Art, Dinge zu tun

  Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt

• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Does an email preview pane view register as opened?

  Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

• Zoho mail account not active

  Hello, i'm trying to login to zoho mail but it sends a error message saying my "account is not active". What should i do to fix this out? Thanks Regards

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• Zoho Connect Ultimate in Zoho Workplace bundle ?

  Hello, I'm using Zoho Workplace for few years now, that includes Zoho Mail, Zoho Cliq, Zoho Workdrive and Zoho Connect Enterprise. I would like to use Zoho Connect Ultimate. How could I upgrade ? Thanks. Joffrey

• Sync info from Accounts to Deals in Zoho CRM

  Hey! How do i set it up so that the data i put in the account automatically syncs to the deal that i create from the accounts page?

• How can i download zoho meeting transcription by api ?

  I am using this api to get transcription download url https://meeting.zoho.com/meeting/api/v2/%7Bid%7D/recordings.json I tried to download using transcriptionDownloadUrl in response, but I got 403 error. Is there any endpoint to download it or any scope

• Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically

  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

• How to move recors from one custom module to another custom module

  Hi there, currently i have a module called sample/production where i have two different types of records inside this module, one sample and the other production. I want to be able to transfer all the sample records without losing any data to a new module.

• Creating a Workflow to add Meeting on Calendar

  I'm trying to create a very simple Workflow to create a Meeting on my calendar when a Deal is created. This seems like a very basic thing and it's not working. Here are a couple of screenshots...what am I missing?

• User Name in Zoho Cliq Not Updating Across Apps?

  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

• Can Zoho do these tasks? (Long post!)

  Hello everyone, I run a business which helps customers access home energy efficiency upgrades. Our workflow involves generating leads through a Tally form and storing these in Airtable, but I’m finding Airtable’s limitations (such as constant horizontal

• Social Links

  Love the social links at the top of the candidate and contact screen in Recruit - a few suggestions: - implement this in CRM too - would be valuable too - photo - take the photo from the first social profile and use that as the profile photo for the candidate/contact - have the social profile urls to be available to view in the main profile - not hide the data Thanks!

• Starting new; I already see sample data and customers; it is confusing

  Hi, I am new user to Zoho CRM, I plan to upload my customer information. But I already see sample data. How can is see a clean slate. I don't want to see any sample customer or dashboard data. How do I start clean

• 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

• Zoho Developer V6

  HI to all Zoho Creator Developers This is a discussion for those of us who have begun using V6 developer accounts. With V5, in the instances where a update pulication failed, you could see where the fail was and almost self-diagnose the fix and republish.

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• 【Zoho CRM】メール機能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藤澤です。 今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。 これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。 一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。 今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。

• Next Page