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• SalesIQ-Desk integration update: Seamless helpdesk ticket editing in-chat!

  Did you know you can now edit your desk support tickets within SalesIQ? Happy to announce the latest update to the SalesIQ-Desk integration. Managing your customer support tickets within SalesIQ just got even smoother and better. No more toggling between

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• Tags on notes aren't syncing correctly on Android

  I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting

• Unlocking New Horizons: A Year in Review

  As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

• Campaign API Error 2001

  I'm getting a 2001 Error stating "Error in subscription. Please try after some time." I've waited but it continues to persist. I"ve copied and pasted the exact request on the API website yet that doesn't work either.

• How to list Expenses that have not been matched to a Bank Transaction

  In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listing

• How are you handing birthdays?

  I'm deciding on the best way to handle contact birthdays in my set-up. None of the options seem ideal, so I am interested in how others approach this. The aim is to have a usable ui to track birthday without knowing or requiring the year. I'm currently

• Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

  Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

• Fiverr is better than Zoho Partners

  For anyone out there looking for help with Zoho Creator's confusing Deluge, I highly recommend hiring NON ZOHO PARTNERS on Fiverr. I've had much better experiences with those who are NOT certified by Zoho. Almost every single "certified" zoho partner

• Another nightmare experience with a "Zoho Partner": Cloud Z Technologies

  I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. I

• error in importing customers

  get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file

• Marketing Automation pour maximiser le ROI : évaluer les performances et optimiser les campagnes

  Le Marketing Automation a transformé la manière dont les entreprises mènent leurs actions marketing, offrant une solution efficace pour simplifier les processus, améliorer la productivité et, surtout, maximiser le ROI. Dans un environnement commercial

• Spotlight series #25 - Create presentation outlines using Zoho Show's Chrome extension

  Hello all, the feature in this month's spotlight is Zoho Show's Chrome extension. The first step to creating a good presentation is outlining your ideas—a crucial process that sets the foundation for everything that follows. But this often involves extensive

• Noto Sans numericals appearance changed?

  Before the update on Christmas the numbers looked a little skinnier and in my opinion it looked really nice. Why did it change?

• Will zoho thrive be integrated with Zoho Books?

  title

• Workload Reports

  Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about the

• attributed automatically database section

  Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

• Custom Module I made shows the records I uploaded are there but they are not showing up.

  Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help would

• Webform & spam

  Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

• Need Help with Journey in Zoho Marketing Automation

  Hello everyone, I’m new to Zoho Marketing Automation and am trying to build a journey that triggers based on the contract end date of customers. My goal is to send them an email with an ebook one day before their contract ends. To achieve this, I used

• Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

  Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part

• Kudos to the Zoho Flow Team!

  Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazing

• Website not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11

  Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->

• Kaizen #170: FAQs on Notification APIs

  Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribe

• Extracting data from cells in zoho sheets for zoho books

  I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

• Multiple templates (Settings > Email templates)

  Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, Tristan

• How to find the number that appears most often in a list (the Mode of a list)

  I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appears

• Sorting and previewing notes

  I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,

• Allow Multiple Scheduled Appointments with Zoho Support

  Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

• Pivot table with Text values - "Matrix Report"

  User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

• Domain not usable

  We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please see

• Bigin iOS, macOS and Android app update - File Cabinet

  Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use

• Power of Automation :: Automatically close the associated tasks once the Issues are closed

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have

• Meeting vs Zoom and why we are moving

  Dear Meeting team,                                   I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections.  Meeting video is blurry and not sharp compared to Zoom.  Audio is also hit and miss on Meeting with frequent drop outs and

• booking link that expires

  I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

• Accessing Subform Data using getRecordByID

  I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

• The email address you have entered belongs to a different deployment/region.

  Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

• Pre-fill TO and CC fields for Email Templates

  This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

• Leads and Deals Issue

  Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

• QR codes in templates

  I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

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