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• Recent Topics

• CRM Hack #3: How to update formula functions for already created records.

  Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios

• Inventory Blocking for serial number tracking.

  Hi We are using multiple channels to get orders which adds the product to committed stock. But is there a method to block serial number of products based on FIFO automatically when an order is created, or when SO is approved?

• CRM List view for text fields that check "Does not start with" or "Does not end with"

  So these filter options are available when making reports and such, but they don't seem be available when creating a filtered view.  The text filter options there are are: "contains", "does not contain", "starts with", "ends with". Is there an easy technique to recreate the "Does not start with" and "Does not end with" functionality that I'm missing?

• Is PageSense included in Zoho One?

  PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as

• [Product Update] Introduction of Task Lists Module in Zoho Projects Integration

  Dear Customers, As part of our ongoing efforts to enhance our integrations, we’re introducing support for the "Task Lists" module in the Zoho Projects integration with Zoho Analytics. Currently, Task List-related information is available within the Tasks

• Marketing Automation Access

  Hello, Is anyone having issues getting started with Marketing Automation? I keep getting an internal error during the start up screens. I've been trying and it hasn't been resolved in a week. Is the app worth waiting for or should I just use campaigns?

• Best Way to Integrate a Shared Sales Inbox with Zoho CRM

  I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,

• 【Zoho CRM】詳細ページからサブフォーム行追加の禁止

  ■概要 いつの時点からか確認ができなかったのですが、サブフォームの行を編集ページではなく詳細ページから直接追加出来るようになっていました。便利な機能追加なのですが、サブフォームでクライアントスクリプトを使ってフィールドの読み取り専用設定などをしている環境だと、詳細ページから行挿入されるとクライアントスクリプトが動作しないので想定していたフィールドの読み取り専用設定が効かない状態になってしまいます。クライアントスクリプトを使って、詳細ページから行挿入されると保存できないようにすることで間接的に詳細ページから行挿入を禁止する方法をご紹介します。

• The Social Wall: April 2025

  Hey everyone, Welcome to the April edition of the Social Wall, where we keep you in loop about the latest feature updates, changes, and more. Let's see how April went by: Manage and respond to comments on your Threads posts from Inbox With the latest

• link non- VAT tax invoice to Fatoora portal

  Hi all Actually I have VAT tax invoice and non- VAT tax invoice About VAT tax invoice I have no problem I can link any invoice to Fatoora portal But the problem in the non VAT tax invoice because I have customers outside of Saudi Arabia No VAT ID no CRN

• Pdf/A-3 ( embedded with xml)

  Mr. Abdur rahman, Please give me answer of my questions. Does your software generate PDF/A-3 (with embedded XML) and XML formats, fully compliant with ZATCA Phase 2 for B2B invoices? Are Phase 2 fields (e.g., UUID, Previous Invoice Hash, Invoice Counter

• Updating field from the UI or from function take more that 1 minute to be updated

  I have activity order model with dropdown status field, I've changed the status from Completed to Canceled on the CRM like on the attached image: But once I fetch the record on function the record didn't updated behind the scene The strange thing in here

• Zoho Voice & Zoho CRM

  I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought

• Deleting unwanted ticket replies

  Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

• Why Format section gets disabled when we create Merge Template over PDF

  I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

• Import contacts - invalid pattern with encrypted emails

  Hello, I have a list of encrypted emails provided by an external partner. They need to be imported into a custom list. Problem is, the import process is ignoring the entire list, maybe because of the weird format? Since they are encrypted, they all look like this example: d+NDd5wqi3neiQWEwquie1bnwquien@example.com What can I do to import this list? Also, is there a way to allow my user to add contacts without this "ignore filter" from now on? The fact is that our partner will provide us a new list

• Important: Microsoft Outlook Bulk Email Updates

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• UI and other enhancements in Community module

  Hello everyone, The Community module has undergone a UI revamp to improve user experience. In addition, we have introduced Status Board and Bulk Approval of posts to provide better engagement. Improved User Interface The new interface brings the following

• Add Pre-Trigger Filter Capability for Webhook Triggers in Zoho Flow

  Dear Zoho Flow Team, Greetings, We’ve been working extensively with Zoho Flow and appreciate the flexibility it offers for automation across our tools. We’d like to request a feature enhancement specifically related to Webhook triggers: Use Case: Currently,

• Getting data from subforms

  Bonjour, I have a Product form that has a subform with 2 fields : Unit (Kg, boxes...) and Price. In an Order form, I select an item from Product, and I already managed to input the Unit choices in a dropdown field with the following script: RefProduit

• Support for Transparent, Shadowless Panels in Zoho Creator Pages

  Hi Zoho Creator Team, Hope you're doing well. We would like to request more design flexibility in Zoho Creator, specifically the ability to create panels with no background, border, or shadow. Use Case: In our app, we’re designing a dashboard that uses

• Looping issues

  Can someone please explain why this doesn't infinitely loop, but the second one does? How can I get around this? This one loops ⬇️

• Automation#33: Automate Splitting Names for Existing Contact Records

  An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom

• Automation#31: Automate Splitting Names for New Contact Records

  Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

• Shopify sales orders creating a new account in Zoho

  Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attaching

• Bar left hand side iphone app

  Hi, using the Zoho Mail app on my iphone and I can see that some emails in the list have a thin, pale bar at the left but I have no idea what this signifies? See image. Any idea? Thanks

• automatic time stamp and field age

  Hi, I am trying to note the time when a certain field is updated in Zoho CRM. I've been able to create a rule that would trigger the respective field update. However, for the field where I'd like the current time stamp to be automatically recorded, I'm not being able to add a dynamically generated time. I can only add some static text. Is there a way to dynamically generate time stamps? Subsequently, I'd like to know how to show the age of the field once I've generated the time stamp (for e.g.2 months

• NOW Zoho Creator still cannot bulk download Image or File Upload Field

  The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed to

• Zoho Creator delete validation seems like does not support <br> html code

  Validation Workflow in Create or Edit, We can use this styling code eg: <br>, <b>, <u> Those very simple code in those validation (in Create or Edit) But, for Validation (In Delete) Zoho Creator seems like does not support it. The alert task just shown

• How to unvoid sales order ?

  Helo, We need to make a credit not from a voided invoice, which is linked to a voided sale order. I can't find a way to unvoid a sale order. There only a way to convert it to a Purchase order instead... The invoice can't be send back to draft because of the voided sale order. From a accountancy point of view, and treacability, we can't make a standalone credit note. What is the usual procedure? Thanks

• Introducing body parameter for invokeUrl

  Hello everyone, We’re excited to announce that the invokeUrl Deluge task now supports body payloads and allows you to send data with all HTTP methods. Previously, GET and DELETE requests couldn’t include a body payload, and this limited your API interactions.

• Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

  Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

• Zoho Sites Vs Zoho LandingPage

  Hello everyone, I'm currently exploring the various tools offered by Zoho and have a couple of questions: What is the difference between Zoho Sites and Zoho LandingPages? I'm trying to understand their primary use cases and how they differ from each other.

• Managing external users for Cliq when organization is a Zoho One User

  Hi All, I am having a problem and would like to know if anyone else has experienced the same and more than anything if you were able to resolve the problem. My problem is that I set up Cliq and finally got all users on board and using the chat in place of email. Most of our users are external subcontracted teachers that we need to from time to time coordinate things with. Well, once Cliq became a part of Zoho One, I worried that I would then have to add all of the external users to Zoho One. Of course

• [Product update] Teamwork Integration with Zoho Analytics

  Hello Customers, As part of our ongoing efforts to enhance integrations, we are upgrading our Teamwork integration with Zoho Analytics from the V1 to V3 version of the People module. We’re also pleased to inform you that this update brings new field additions,

• Apply Workspace First Day of Month Setting to User Filter Date Picker

  I've noticed that the user date picker filter always has the first day of the week as Sunday, even when Monday is selected as the Workspace default. I would like to raise a feature request to apply the Workspace default to user date pickers. Thanks

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• Count the number of subform records associated with parent record

  Hello! I have a main form which contains all the details of a particular Issue, and then a subform where we can enter some information about each client who is affected by that Issue. What I want to do is have a field in the main form contain a count of the number of clients who have been affected, and automatically update when a new client's information is entered in the subform. Essentially, just a count of the records in the subform that are associated with that parent record. I've tried variations

• RingCentral Intergration Fax

  Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to fax

• [Product update] Instagram Profiles Integration with Zoho Analytics

  Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterrupted

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