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• Call transcrition working for ringcentral?

  I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Multiple Pipelines

  Is it possible to create multiple candidate pipelines?

• openUrl in blueprints

  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

• Showing meeting acceptances in CRM that originated from Outlook

  Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting

• Weekly Tips: Folder Sharing Simplified with Zoho Mail

  Let's say your team is working on a project that requires gathering numerous inputs via email. Your team lead, who manages the project, receives a flood of emails containing critical information. Instead of forwarding each email individually—which can

• How to add a customized/dynamic Zoho Booking link in email footer?

  We just installed the latest version of the Zoho Desk <=> Zoho Booking extension from the marketplace and are quite happy to see the feature where a ticket-specific appointment booking link can be inserted in a reply. Is there any way to configure this

• ZOHO BOOKS EXPERT

  We are planning to migrate from Quick Books to Zoho Books, and are looking for a professional with experience in migration to Zoho Books and the setup of Zoho Books. Currently, we have two companies and two Quick Books accounts, and we want to integrate

• adding attachment in sendmail script where attachment is in a CRM field

  Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

• Add export option that only export one or selected notebooks

  Currently the export function will export ALL data every time, this not only wastes user bandwidth, disk I/O and local storage space, but also consumes more resources on the server. Partial export should be a very basic and easy-to-implement feature.

• Power of Automation :: Design your Ideal Task form with Task Layout Rules.

  Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only

• Master account and move under member account How do I do it?

  I have a master account with a customer on which the customer has 4 sales points located in different places around them that I would like to add to my Master account under the member account but I can't figure out how to add them since they are currently

• Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

  Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

• Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

  With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.

• Updating Zoho Multi-Select Lookup via Deluge Script

  I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• Enhancements in Canvas

  Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

• Now filter your records by multi-select pick list values from a dropdown with additional operators

  Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for

• Cross-Data Center Collaboration and / Or allowing users to choose DC

  Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

• Solicitud revisión y desbloqueo correos de el dominio ecuatoys.com.ec

  Hola equipo de Zoho, Mi cuenta de correo asociada al dominio ecuatoys.com.ec está bloqueada para el envío de correos (Error 554 5.1.8 Email Outgoing Blocked). Quisiera solicitar su revisión y desbloqueo. Ya tengo correctamente configurados los registros

• MS Teams for daily call operations

  Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

• Create Funnel to Track Email Outreach Conversion

  Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

• Log for Scheduled Reports

  Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.

• Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

  I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").

• Modules are continuously loading

  Hi! We are not able to open the task modules, it keeps continuously loading

• How to get the call recording external ID via desk API

  I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

• Need the ability to have read only fields on a form.

  There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

• 【Zoho CRM】BCCメール取り込みのアップデート

  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。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。

• Can we have Backorder Management ?

  Can we have Backorder Management ?

• Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

  Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

• CRM->INVENTORY, sync products as composite items

  We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

• Add timestamp when checkbox is checked in ZohoCRM

  I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 

• Customer Statement Templates

  Hi  In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene

• Zoho Assist not rendering NinjaTrader chart properly

  Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

• HTML Email in Zoho Books

  Is it possible to create custom html email template in zoho books. 

• Agents permission per department

  Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

• Don't allow scheduling service on same day

  Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.

• Presenting the brand new Zoho Bookings!

  Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

• Expense Entry Error When Trying To Save (Related To Taxes)

  Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are

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