Nederlandse Hulpbronnen

• Recent Topics

• Zoho Social | Instagram Integration in Zoho Desk

  Good day Zoho team! I have a question. If we link the Instagram business account to our Facebook page, and we integrate the Facebook to Social in Zoho Desk, the "Messages" from Facebook will be converted into Ticket right? Does it also convert the Instagram

• Rich-text fields in Zoho CRM

  Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announce

• Tip #52: Practical uses of Zia Search in Zoho Sprints

  If your agile team uses multiple Zoho apps, your team members might often find themselves switching between those apps looking for related information. When the data you're looking for is spread across different workspaces within Zoho environment, rely

• New field in Zoho Forms: Validate structured data with the Regex field

  Have you ever received form submissions where the information looked almost correct but wasn't quite in the format you expected? Maybe an employee ID was missing a character. A PAN number was entered in lowercase. A license number had an extra space.

• Import Excel from email into CRM

  I receive a daily Excel file by email and I would like to have it automatically imported into a custom Zoho CRM module. Do you think there's anything that can be done? My first idea was searching for a native option in CRM, such as "send an email to a

• Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

  Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

• Zoho Connect is now even smarter and more personalized

  Hello everyone, We’re excited to introduce new features and enhancements to help you personalize the employee experience, connect workplace knowledge with AI, and create more engaging dashboards. Deliver relevant dashboards with Audience With Audience,

• Stop Zoho Projects From Automatically Adding Client Users

  I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

• Global "Search" in FSM

  I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

• Canvas not working

  I have a canvas running. I selected it as the default for all options, but mainly want it for Portals. It isn't working. I selected Assign Canvas in both the Dtailed View and in the module itself. Nothing has happened. Any help?

• LinkedIn RSC is now live in Zoho Recruit

  LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

• Add the Zoom Option to the Camera

  Hi, I use the ZOHO Forms Camera so I can manage metadata, compression, etc. but this doesnt have the zoom parameter activated, so when we have photos in a tight space and want to use 0.5 for example, we can't, can this be enabled please. Thanks Dan

• The Social Wall: July 2026

  Hello everyone! We're halfway through the year, and we bring to you three new updates designed to help you experiment with your content, discover your top-performing posts, and automate your engagement workflow. Instagram Trial Reels Instagram trial reels

• What's New in Zoho Invoice | April – June 2026

  Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach Annexure

• Help with SEO

  Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards

• HR Helpdesk Cases

  We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.

• Zoho Books Placeholder: Inventory Counts

  I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have

• Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

  This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_

• Reporting Tags and COGS

  Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue

• Please critique my CRM design

  I run a disability healthcare business with 2 business units. We run on Zoho One and are re-designing our CRM. We have developed the design concept ourselves, and I am hoping to get some critical feedback: 1) Noting that this is an early design of the

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Error in Batch Details Stock Reportt

  I am a new user of zoho inventory. When extracting batch details stock report as of dec 2025, the report takes into account transactions that happen this year. Thus causing discrepancies when comparing with Stock Report. Is this a global error? Can zoho

• Invoice template, how to change the text under "Notes" and "Terms and Conditions"

  In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

• Zoho Commerce B2B

  Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

• Need complete Zoho Commerce theme ZIP example and safe staging workflow

  I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • Mobile

• Conflict with Google Sheets

  While I was working on a google sheet in Firefox, I suddenly started getting an error dialog in Google sheets: "Loading issue. Troubleshoot this issue by clearing application resources". It then says to clear cookes etc. etc. which didn't help. Disabling

• Add Large Lists to Choice-Based Field Rules

  Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks Dan

• Auto-fill from logged-in user's profile for Name Fields in Subforms

  Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks Dan

• [Free webinar] Creator Tech Connect – Creator product updates (Part 1), August 2026

  Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Mail Id’s backup

  Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• 360 SMS App - Zoho CRM SMS, MMS & WhatsApp Messaging Extension

  Sharing our extension for anyone looking for texting inside Zoho CRM: 360 SMS App supports SMS, MMS, WhatsApp, and two-way texting, connected directly to your Leads, Contacts, Deals, and custom modules. Built-in TCPA/GDPR opt-in management handles compliance

• Stock Based Sort-by option in Category Pages

  In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an update

• Stock based sort-by option

  I have more than 300 products in a category with out of stock items count of 150. The out of stock items are coming on top of the category product page list, is there a way to show the in-stock items on top of the list & move the out -of stock items in

• Out of Stock items showing in Commerce

  I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for

• Creating Email template that attaches file uploaded in specific field.

  If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

• What's New in Zoho Billing | July 2026

  July brings a new set of updates to Zoho Billing to make your billing operations more efficient. These include a redesigned checkout experience, expanded Hosted Payment Page capabilities, compliance improvements, enhanced reporting, and more. Enhancements

• Zoho CRM Community Digest - July 2026 | Part 1

  Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,

• Zoho CRM - Email/Message icon for Deal List View

  Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, Ashley

• Next Page