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• Can't find add role button, is iet st because I have the free subscription

  Trying to add my accountant in Zoho Books if I press the add accountant button, I get stuck as it says no such role exists, and won't let me continue, I can't find the add roles button, so I am stuck. Is it because I have the free subscription? Also can't

• Calendar view all appointments in workspace

  In the Calendar page, add the ability to view all appointments in the Workspace. The Manage Calendars filter requires me to select at least one user or resource, and it only lets me select up to five of them. There's no filter option to view the entire

• Tip #13: Identify where your bookings come from with Source Tracking

  Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic

• MS Teams for daily call operations

  Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

• Unable to Add Notes

  I've had a user report that they are unable to add notes to account records. I attempted and found the same issue. There is no option to save the note.

• Workflow Rule Alert Not Working

  I have a workflow rule set (that I've been using for years) that suddenly stopped working. Module - Leads Execute on - Create Alerts - Email Active - Yes When I create my lead I no longer receive my email notification. 

• Unify Overlapping Functionalities Across Zoho Products

  Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

• Zoho Recruit > Job Opening Module> Editing, Deleting, Adding (Fields)

  Hello All In the Job Opening Modules How do i go about deleting the Positing Title or changing to Job Title or can i hide it from all? I want to add a Look Up User Field, however when i select the look up field i do not see that Can i have the industry

• Assignment Thresholds Resetting After Lead Conversion

  Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

• Personal Link / Meeting ID

  with zoho meetings do I have my own personal link to my 'meeting space' ? I have an email template in Zoho CRM which confirms people's appointment with me, I would like to include the link to my Zoho Meetings so that they have it in advance. How do I

• Assistance Required: Authentication Error When Sending Credit Application Form

  Hi, I'm encountering an error message that states: "Authentication unsuccessful – the user credentials were incorrect." This occurs when I attempt to send the credit application form to our customers. I've attached the form I’m trying to send for your

• Can zoho sign collect data feeding Zoho Sign?

  I m sending contracts to client who are not in my zoho CRM database yet. Can the data they enter in Zoho sign contract I send them, (that includes...) official company name address first name second name etc, ...Create or update a contact / account

• Sync desktop folders instantly with WorkDrive TrueSync (Beta)

  Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

• 6 time-saving tips for working with tables in Zoho Writer

  Tables have always been the best way to represent data. They help you structure and categorize information systematically and present them in a simpler way. While tables in Zoho Writer are easy to implement, some tasks might not be that obvious.  Here are some time-saving tips to help you work better with tables in Zoho Writer:    1. Insert Multiple Rows / Columns in a Table Adding more rows and columns is the most common action performed while working with tables. Instead of using the Table tab,

• Modified approved time log

  I can’t seem to find a way to make change to approve time log entry. The case is the following. We pay the employees every 2 weeks, so employe A enter is time for the 2 weeks and then submit his timesheet. Now is superior approve the time he worked via

• Question Regarding Deleted Reports in Zoho Desk Analytics

  Dear Zoho Desk Support Team, I hope this message finds you well. We have a question regarding the Analytics module in Zoho Desk, specifically related to deleted reports/dashboards. We would like to understand the following: Is there a recycle bin, recovery

• Making money out of Zoho Sheets - How?

  Hello, Suppose I come up with a brilliant Zoho Sheet that I want to sell to other people, can I do this? How? Thanks.

• Adding Columns to Reports

  Hi, Is it possible to choose fields to be added as columns in the reports? Thank you.

• Formatting of cells changing by itself and formulas not always calculating automatically

  I'm new to Sheets and have been setting up a budgeting template that has many linked tabs. It's going fairly well except certain quirky things have been happening from time to time. 1- sometimes when I scroll up or down I lose formatting from a random

• Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

  Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

• What are people using to send Service based emails?

  Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

• Client Script also planned for Zoho Desk?

  Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

• Introducing Zoho Commerce 2.0 — It's more than just selling!

  Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use

• Kits: Option to Hide Associate Items on Documents

  The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings

• Unable to display field label from a hidden Single Line Textbox in Description

  Hi folks, I'm unable to display my hidden field, e.g. ${zf:SingleLine4} , in my description. I'm pre-filling this hidden Single Line Text box via "Field Alias - Pre-fill URL" settings. I noticed that my decimal form fields work, e.g. ${zf:Decimal}, and

• An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

  A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

• Email for customer to provide payment information

  Is there a way for customers when you set up a subscription to get an email that prompts them to put in their billing information to start their subscription? Also, can you show the subscription in their portal?

• Ticket Automatically Created from Closed Chat

  Is there a way to prevent a ticket being create for every chat.... or at the very least have it automatically closed.

• I want to Show the product list based on the drop Down

  in quotation app , amc form form i have Department drop down field and in subform i have loop up field item description taken from the anothe app PRO I want to show the product list look up based on the deparment selected example if they selected deparment

• Bad User: Authenticated but not connected

  Zoho CRM cannot send/receive emails and it appears as if it may be an api configuration change either via Zoho or MS. Does anyone have information on how to fix this error message? I am admin on all my accounts. Zoho and MS are blaming each other.

• Zoho + ERP (SAP)

  First of all: I'm using Zoho CRM and I have complete right that it's a brilliant solution for sales force. But, in my new job, doesn't exist a CRM system and I want propose Zoho CRM. In the company, we're using a ERP (SAP), a few time ago. I would like to know about integration between Zoho CRM and ERP (SAP), as possible? How I can do that? Regards, Renato Lima

• Lookup fields

  Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules

• Sort data in Pivot Table

  Is it possible to sort by a data field. I can gruop and filter, but I culdn't find how to sort the results. Tank You.

• Inventory Barcode Creation - Add Picture of Item

  Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

• Shared Snippets Everyone

  Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

• Please Enable Snippets for Agents Adding Comments

  Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the

• Topics assigned to Contacts in Campaigns

  I have yet to find an efficient way to assign topics to contacts in campaigns with the new system in place.  We have daily contacts added to our system through various forms and we have to manually go in and add topics to contacts before each email campaign

• CRM Email Insights Not Working - Status not Changing

  I used to be able to see if a customer opened/read an email in CRM, but I no longer get those status changes inside their record. I have everything enabled and I am sending the email from CRM. The experience center has the status' enabled as well. Any

• Product and Service

  Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see

• The Urgent Need for Native Brazilian Payment Integrations: PIX and Direct Bank Connections

  Hello Zoho Team, I am writing to emphasize a critical functionality gap for Zoho Books in the Brazilian market: the lack of modern, native payment gateway integrations. The current options are insufficient. The Mercado Pago integration, for instance,

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