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• Recent Topics

• Can I print a set of record templates as a single pdf?

  I have a record template formatted as a gift certificate. I can email a single gift certificate to each recipient, but I also need to print the whole batch for the organiser, and they won't want 40 separate files. The layout needs to be identical, so

• Which WhatsApp API works seamlessly with Zoho CRM?

  I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

• Zoho Books | Product Updates | January 2025

  Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.

• 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

• is it possible to adjust the date field to show Monday as a first day

  Hi, Is it possible to adjust somewhere the date field, so the first day of the week is Monday (instead of Sunday)? Thank you! Ferenc

• Zoho Assist no longer works using VPN

  I have been using Zoho assist for a bit longer than a year. I have been using the VPN Private Internet Access for even longer.  For the first year of using Zoho assist I could remote into a pc, turn on a vpn, it would disconnect but then reconnect my

• Kiosk GetRecords can't compare formulas

  (submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I should

• Capture GPS location field

  When using a mobile phone to complete the form, I need to capture the GPS location. When this field going to be available? Same question for taking pictures with mobile phone and capturing that picture automatically. Thanks

• In what case it's better to use Developer Console? Only for marketplace?

  As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.

• Zoho Sheets working offline

  Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently

• Anyone Can help me converting Excel VBA to Zoho Macro?

  The Macro in general is pretty simple, It just opens a Workbook and copys some of data from that Workbook to the one that was initially open. But when I try to use it on Zoho I get this error "Unknown function: GetOpenFilename". If there is any other

• Creator Simplified #13: Identify the user's device type using system variable

  Hey Creators, Welcome back to this week's post in the Creator Simplified series. For today's post, we will learn how to determine the user's device type using a simple system variable. Identify whether the users are accessing your application via web,

• Is there any limit on creating stages in pipelines in Bigin

  Thankyou.

• Office 365 or Outlook?

  Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks

• Can I send Whatsapp template using Deluge function?

  Hi, Can I send Whatsapp template in Business Messaging using Deluge function? I have tried to search the documentation but I can't find it

• Notebook for watch no longer in Play store.

  I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?

• Workdrive Oauth2 Token Isn't Refreshing

  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

• Resetting auto-number on new year

  Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

• Can I trigger workflow rules only on weekend and certain hour?

  I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?

• Client Can't View Ticket

  Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed

• Headers in Subfrom - Zoho CRM

  Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different

• Notification when document hasn't been signed

  Hi there. When a document hasn't been signed within the given time, the status changes to "Expired" - is there a way to be automatically notified by email when this happens?

• Re-create auth token

  I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?

• Cant BCC comments

  Whats the reason why we cant bcc to add to comments? We are getting this error:  We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.

• How to disable clone record for a user?

  Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM

• Tip of the week #43- Collaborate internally with your team without leaving your inbox.

  Discussions give your team a dedicated space, where they can discuss and collaborate on internal matters. Whether it’s brainstorming ideas for a new announcement, managing approvals, sharing creative ideas, or even planning a team outing, discussions

• 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.

• A way to view the sales of leads conversion that were successful

  Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead

• Introducing Booking Pages—a topping for your Calendar Scheduling needs!

  Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

• Request for Information on Zoho Desk Webhooks Availability and Security

  Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if two

• Is Zoho Marketing Plus part of Zoho One?

  Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

  The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

• Create Quote does not show the "Product Description" entered as part of the Product setup.

  The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.

• Tailoring the Share info on an IFrame link

  I want to adjust my form size. It's customised on a theme and normally you would be able to edit the parameters in the attached image. Now all I can do is click on it to copy it. I want to stop it having to be scrolled when people access the form. The

• Sync Zoho CRM Contacts to Microsoft 365

  I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I did

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• How do I change the wording of the tile of SignForm?

  When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Custom Related List anchor tag with tel protocol

  The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support

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