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• how to avoid duplicate customer

  How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

• Introducing Bigin's Add-in for Microsoft Outlook

  Hello Everyone, Email is an important way to communicate with customers and prospects. If you use Outlook.com for emails and Bigin as your CRM, the Outlook Add-in helps you connect them easily so you can see your Bigin contact details right inside Outlook.com.

• Release Notes | January 2026

  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

• RSC Connectivity Linkedin Recruiter RPS

  It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

• im facing issue on generate the Estimate price

  i couldn't understand what is the issue , i cant generate Estimate price where is the issue

• cannot be able to add user

  Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add now

• Changing an existing item to different accounts & inventory-tracked

  Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business process

• New 2026 Application Themes

  Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

• How do I edit the Calendar Invite notifications for Interviews in Recruit?

  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

• API keys not showing in ZeptoMail dashboard

  Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "Generate

• Bookings duration - days

  Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

• Empty folders are now appearing in the sidebar...

  ...and the folder list is now auto-collapsed by default with no way to change. Neither of these recent updates are useful or user-friendly. ==================== Powered by Haiku https://www.haiku.co.uk ====================

• big 5 accounts

  how do you find what accounts are listed as Big 5 ?

• Zoho recruit's blueprint configuration is not functioning as mapped

  Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

• Actual vs Minimum

  Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

• Delay in rendering Zoho Recruit - Careers in the ZappyWorks

  I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

• How to add interviews through API

  I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row

• Can't scroll the page down unless I refresh the page

  Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the

• Offer already made- but I withdrew it

  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

• Control the precision of answer bot responses

  Hello everyone, Admins can control the precision with which the Answer bot analyzes and generates a response by adjusting the threshold levels. Based on predefined threshold values, Zia analyzes how closely the query matches with the available KB articles.

• Rebrand your CRM with the all-new custom domain mapping setup

  UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

• Add Israel & Jewish Holidays to Zoho People Holidays Gallery

  Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

• Sender Email ID is duplicate

  My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please help

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Building Toppings #6 - Install and uninstall actions

  Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'll

• New UI in Zoho One CRM

  Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.

• App like Miro

  Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.

• Important updates to your connectors

  Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

• Product Request: Send email to Secondary email

  Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

• Logic for sending to a non-primary email address

  Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny

• How Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?

  We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without calling

• Keeping track of project expenses

  I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue

• Mailbox delegation - A secure way to enable collaboration

  Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharing

• Canvas View bug

  I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete

• Export blueprint as a high-resolution PDF or image file

  This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or

• Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

  Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

• Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on

• 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

• push notification to Cliq when user is @mentioned in CRM notes

  push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.

• 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから：https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント（Zia）のリアルに使える実例を知る

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