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• Introducing Bot Filtering for Accurate Email Campaign Analytics

  Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

• Inventory Valuation Method Feature

  Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

• Zoho Should Improve Efficiency and User Experience in Zoho Inventory

  We have been using Zoho Inventory extensively, there are several areas where we believe improvements could significantly enhance user experience and efficiency. Below are the specific issues and suggested enhancements: Default Carrier Setting for Shipments:

• Stock Count

  The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

• Items (products) Export to PDF Feature as a Catalog Generator

  Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,

• Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

  Hello, We’re updating the Authorize.Net integration in Zoho Inventory on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction

• Assign task owner using Deluge

  Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

• Ticket sends email to 2 different email addresses

  Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets

• What is the Desk API?

  I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• Restrict Payment Methods

  Allow us to restrict certain payment methods specific for each customer.

• Justworks

  We are in the process of moving from QB Online to Zoho Books. Our PEO service Justworks.com had an integrations with Quickbooks but, not Zoho Books which means we will have to manually enter payroll. Anyway to integrate?

• Rollup summary for custom module

  Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

• 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

• Analyze Business Scenarios?

  Hi All, We are a small museum consultancy that works with small to medium-sized museums on business planning, strategic planning, and museum master planning. We are currently using spreadsheets to do this work. I am imagining analytics that could build

• Cannot use a Zoho Form in CRM Email Template

  I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get

• Function Only Working Manually

  Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void

• How to send binary data in invokeurl task?

  Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

• Campaign email bounces and CRM entries

  Using campaigns.zoho.com and utilizing a sync'd list works fine.  But when emails bounce, they are removed from the campaign side, but there is no way to update the CRM record.    You can see that the email bounced in CRM by looking at campaigns-> member status, but you can not use that field to create a search or any other way in which to update those bad records.    I have a list of several thousand emails, and to update each record that bounces is a nightmare.  There has to be a way to utilize

• Has anyone integrated SMS well for Zoho Desk?

  Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk.  We then need to be able to reply back from Zoho desk which sends the user an sms message.  This seems like a fairly common thing to need - sms handling for support tickets.  There is basically no good information from any third party vendor for Zoho Desk, while there is a ton for CRM.  Zoho is pretty unhelpful when I've reached out to them, and a lot of vendors just direct

• Tags When Importing

  My biggest wish right now for making Zoho Notebook easier to work with would be to have the ability to add tags while importing files/clips. This includes using the web clipper, adding web pages with Share on my phone, and adding pages by using Attach.

• WhatsApp in Zoho Social

  Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get

• Allow users to display columns dynamically

  I have a table with 50 users in Column A and the dates 1 Jan to 31 Dec along Row 1. I want users to be able to add data to the cells but would like to make it easier by allowing users to select a date and display that. So if the user wants to add data

• Download fails

  We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• RFQ MODEL

  A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

• Calculations in item custom field

  Dear Sirs,    Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,

• I can't send and receieve any email ERROR CODE :550 - 5.7.26

  Hello, I can't receive and send any email for months. I already sent an email to Zoho support but didn't get any response. I attached a screenshot of a message i get always when i tried to send an email. Please help me asap.

• Zoho Email Not Working After Domain Transfer and Nameserver Change

  Dear all, I hope you're all doing well. We recently transferred our domain, which is linked to Zoho, to another hosting provider. As part of the transfer, we updated the nameservers to the new hosting provider's ns1 and ns2. However, after this change,

• Linkedin - Recruiter System Connect

  Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?

• 2025 Just Got More Exciting for Developers!

  Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

• Does Client Script work on Zoho CRM Portal?

  Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!

• Alter a system defined field from a 'single line' into a picklist

  Hello,  I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?

• SOLVED: Stopping Multiple Invitations when sync with Google Calendar

  I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and

• Zoho Analytics - Data source timezone

  Hi, I have a Zoho Desk data source that should display date information / timestamps in Europe/Paris timezone (CET/CEST). However, as shown in the attached screenshot, the data source is using America/Mexico_City timezone despite having my Locale Information

• Merging Writer Titles

  When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. Is there a way to link the document automatically to the module?

• Taxes... again.

  After reading the recent addition to the knowledge-base article at https://help.zoho.com/portal/en/kb/commerce/user-guide/settings/general-settings/articles/types-of-taxes, I feel compelled for the fourth year now to reiterate the glaring omission in

• View tickets

  Is it possible to have 1 person in a organization which can view all tickets of that company? Example: IT Manager of Company X wants to view all tickets of Company X, no other user can see  all tickets of Company X.

• Automatically associate contact with product

  Hello, I created a Real State scenario at CRM where I have property owners that are contacts, and properties that are products. After creating a contact and a product, I associated them. My Desk is integrated with my CRM, and it automatically creates

• Zoho Desk Deluge get tickets info

  When using Deluge, Need to use "tickets" to obtain ticket information. Example : ticketDetails = zoho.desk.getRecordById(XXXXXX,"tickets",ticketId); Is there a way for me to query ticket information while only knowing "ticketNumber"? The "ticket Number"

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