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• Recent Topics

• Adding Notes with voice

  On iOS I can add items to my shopping list on Apple Notes using my voice. Is there a way to do something similar with Zoho Notebook, add items to a checklist card on Zoho Notebook using voice?

• Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance

  Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.

• Has Anyone Else Built a State Machine into a Function?

  I'm in the process of building a state machine for lead lifecycle management within Zoho CRM, and I'm curious if anyone else has tried integrating a state machine into their Deluge functions, especially considering Zoho’s 12-function cap. I’ve managed

• When will Zoho Trident come to Linux?

  It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?

• Introducing Zoho Campaigns' own gateway for SMS campaigns

  We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand

• Zoho People / Sage integration

  Hello! I am looking into using People as we currently only use the basic features. Our HR Department have asked me a couple of questions and one of them is does people link with Sage? I *think* the answer to this is No, as can only see Quickbooks on the

• Get Custom Field API Name

  I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following

• Cannot use a Zoho Form in CRM Email Template

  I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get

• Create a task based a date field and a drop down to generate a next contact date.

  I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,

• Account inaccessible

  Hi support team Please advise

• Enhancements to Widget SDK Methods

  Hello developers, We've introduced new SDK methods for widgets to help create more dynamic and customizable features. In this post, we'll provide you with details about the latest updates. We've added the following event APIs: On Page Load, which allows

• Email outgoing blocked

  My email is blocked. I haven't receive any messages and I don't know what happened.

• Domain verification is in progress... what to do next?

  dear zoho support I have requested a free Zoho email under my domain. Logging and accepting verification are done by me on the Godaddy notification message. But this screen is still not changing. What should I do next?

• Set ticket threshold for the agents for optimum ticket assignment

  Hello everyone, The round-robin assignment allows the admins to set a department-wide threshold. In addition to this, admins can now set thresholds for individual agents within a department. Note that the agent-level threshold is available upon request.

• Consolidate Mandatory Email Folders into Subfolder?

  I want to consolidate Drafts, Templates, Snoozed, Sent, Spam, and Outbox as individual subfolders under a Primary Folder called something like Admin in order to free up real-estate on the left hand bar -- it is taking up half my vertical screen and I

• Mass copy contents of one field to another

  We have a custom field in our layout with contents that we need to move to a new custom field replacing the current one. Is there a way to mass copy them so we don't have to do it manually for each individual task?

• MX Records Problem

  We have been using Zoho Mail for about 1 year. We changed our hosting company in the past weeks. We also transferred all MX, TXT-like records. It went smoothly for a while, but then we got an MX error. Although we reconfigured it again. It does not validate

• KPI comparer nombre affaires ouvert entre deux périodes

  Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai

• Add a canned reponse system

  Canned responses are vital for companies that need to send the same answers to multiple tickets with placeholders such as adding the ticket creators name, etc. Currently, there is no such system in Zoho Desk which is a huge inconvenience to us as we either

• Unearned Revenue

  Hi. i have some issues regarding Unearned Revenues account in Zoho books. i have entered bill for Vendors and then i pay against that bills but this is appeared in Unearned Revenue account. the same issue with Customers i.e. Account Receivables i entered

• "CRM for Everyone" new user question

  I am new to Zoho CRM and have been working on configuring it this week when yesterday I noticed a banner ad for "CRM for Everyone" early access and have a few questions. Is this a beta of a new interface that I will be receiving in the future or is it

• What's New - February 2025 | Zoho Backstage

  Hello there, Welcome to this month's Zoho Backstage update! While we've rolled out some exciting new features and enhancements, our primary focus this past month has been on enhancing stability and squashing bugs. We've been diligently working behind

• So poor customer service from Zoho

  We've been customer of Zoho since 2017 and were currently experiencing some development growth and we've been needing support form you but, Have been unsuccessful doing so... I need you to guide me on how your customer service work, times, calls frequency,

• Cash Basis VAT RETURN REPORT Required in Saudi Arabia

  Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic

• Impossible to categorize a vendor payment with an invoice getting the message: "The total amount does not match with that of the uncategorized transaction."

  This message does not make sense to me and I'm stuck with all my bank transactions. Anyone has faced the same issue?

• Update field with selected date, not execution date

  Hello, I would like to know how to set up a workflow or function to return a selected date from a module and update the respective canvas field with that date. I do not want the date to be the execution date as the selected date can be in the future or

• Email storage usage - how is it calculated

  Hello, I have gotten a notification that one of my users is approaching the max 5GB for her email account. Looking at the usage, the mail storage report shows her using 4.25GB. The folder view also shows a total usage of 4.25GB. However, looking at individual

• YouTube video on how to create an extension using Zoho Sigma

  Hello developers, As you might know, when users of the Zoho Finance apps need additional features or functionality beyond what is available in the apps, they go to Zoho Marketplace to see if their requirements can be met by installing any of the available

• Canvas button for related record.

  Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to choose

• Bigin iOS and macOS app update: Signals

  Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens your

• How to Apply retainers automatically to scheduled regular invoices when sent

  I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice to

• whatsapp notification is not triggered on workflow rules Zoho CRM

  I create a checkbox field like this this field is used to store boolean value if a lead needs to be sent a Whatsapp template or not. I create a deluge function to make it selected or not. if a lead is created by Whatsapp (Business Messaging) at 6:00 PM

• Team Inbox Email Insights

  Hey Did anyone of you found out if it's possible todo email insights tracking eg. (open, clicked etc) while sending emails trough Team Inbox which is connected to Zoho CRM?

• [New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

  Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates

• Expense and Income general ledger accounts not showing as options

  Expense and Income general ledger accounts not showing as options when I enter a check for payment or check of deposit. How can I enter checks and assign to the correct GL accounts?

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Getrecords in deluge can't get record which in approve process?

  Hi , I found getrecords method can not get records which in approve process? Is it true or it something else?

• Making Email More Secure: Understanding DKIM and SPF

  Imagine you’re sending an important letter to a friend. You write your message, put it in an envelope, and drop it in the mailbox with your address (From Address) and your friend's address (To Address). But what if someone along the way tampers with your

• Unable To Score Quizzes Created From Question Bank In Zoho Learn Courses

  I am unable to publish results from quizzes learners have completed through Zoho Learn Courses. Details: Quiz created with question bank Learners finish and submit quiz I am able to review and mark scores for questions, but the scores are not recorded

• How would you improve this lead life cycle scheduled function?

  void schedule.IntegratedLeadProcessing() { // STEP 1: Retrieve Leads from CRM leads = zoho.crm.getRecords("Leads",1,200); if(leads == null || leads.size() == 0) { return; } // STEP 2: Process Timeline Engagement & Update Lead Status currentDate = zoho.currentdate.toDate();

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