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• Introducing AI-powered agreement management in Zoho Sign

  Hello! From automating repetitive tasks to enabling smarter decision-making, AI has moved from a futuristic concept to a practical tool for modern businesses. One of the most impactful applications of AI is in agreement and contract management. By leveraging

• My bank is not in Books

  Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user

• Updating a contact record's multiple select field

  Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email"  (including the quotes) but the flow returns an error requesting a jsondatatype.  I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field  with Zoho

• CRM module name capitalisation bug ?

  HI, I''m writing a deluge script from Desk to create a task in CRM. All is good when I deal with a lead, but not when a contact is involved. It took me days to figure it out. It might be a bug. Here is a snippet of my script // Ticket Description taskMap.put("What_Id",{"id":ticketContactId});

• Can I convert Multiline fields from Plain text to Rich Text?

  I have added several custom multiline fields (Plain text) in the Zoho CRM module "Accounts" before the Rich Text (RTF) feature was released in 2024. Now I am looking for a way to convert them to Rich Text format. Is there a way to do this? The problem

• Webinar Recording: Maximizing Productivity with Bigin's Mobile Apps

  Dear Biginners, Hope you're doing well! As part of our ongoing Masterclass series, we’ve just completed an exciting webinar that explores the capabilities of our mobile apps. Whether it’s managing deals, communicating with customers, or meeting deadlines,

• Need Help with Zoho CRM Integration

  Hello everyone! 👋 I'm currently in the process of integrating Zoho CRM with an Android gaming website focused on Fire Kirin Game. While everything is progressing smoothly, I'd love to get some expert input to make the integration as efficient and seamless

• Validating an order by a superior

  Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments

• Lets Talk Recruit: Key Takeaways from Our India Community Meetups

  Welcome back to Let’s Talk Recruit, the series where we bring you real stories, product insights, and community highlights from the world of recruitment. Our last post covered how you can build approval processes with zero follow-ups using Recruit. In

• Emails Migration to Zoho

  Hi, I am in the middle of a migration from Salesforce to Zoho one. I am stuck on migratiing emails from Salesforce into Zoho. Does anyone have any suggestions?

• How to set an automatic BCC recipient

  Hi there, is it possible to set a BCC recipient email address that is automatically showing up in the BCC field when you compile an email for a contact or lead? I want pretty much all emails I sent out of Zoho CRM to have the same BCC email recipient,

• zoho commerce

  "I need to know where to find the wishlist function in Zoho Commerce."

• Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

  Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

• Popup Input Fields on Kanban View

  Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show these

• Zoho Developer Hangout (ZDH) – Episode 19 | Catalyst for Zoho Developers

  Hey developers! Ready to shift gears from writing long Deluge scripts to building with single-purpose functions and powerful service calls? This session is for Zoho developers who are familiar with typical approaches to working in the Deluge environment

• Why is it so difficult to login to zoho store dashboard

  I have logged in using zoho id and unable to access dashboard from past 30 mins - why is it so difficult to go dashboard of my own store?

• Problem with CRM Connection not Refreshing Token

  I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

• Zoho Thrive is getting a revamp: Here’s what’s changing

  We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

• Narrow Columns for the Calendar Day View

  Hello Zoho folks, First off thank you for Zoho Bookings! I have a feature request: the ability to adjust the columns width for the calendar Day View. User Story: Given that I am a Zoho Bookings admin And I am logged-in And I have > 5 staff members When

• Using Bookings as a training management system

  I'm looking for a system for my company. We need to be able to give clients a way of booking courses with us from a pre-defined schedule. We'll need for them to be able to book, cancel or amend bookings without manual intervention from our side. The system

• Multi Vendor store

  Are there any options for setting up an online mall or marketplace that supports multiple vendors, like Etsy and Amazon, where a buyer can search across multiple stores within a mall to find products? Each store owner can administer their own products

• Related List Client Script

  Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• Limited to one Image Attachment in Service Reports

  The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an average

• Zoho Forms Layout Limitations Impacting Conversion

  Hi everyone, I’m encountering some challenges with Zoho Forms' design and layout limitations, and I believe this is impacting the conversion rate of our website. Our goal is to capture as much information as possible from leads, but for UI/UX reasons,

• How to add two columns in Zoho forms

  I would like to have two columns in Zoho forms. How can i enable two columns?

• Cancelled appointments still block out timeslot

  I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

• Zoho Bookings <> Oulook

  When a user has their Outlook connected to Bookings should it be able to recognise existing meetings and not give those as available options ? If so, how long is the sync time : ie If i were to put a private meeting at 3pm in my Outlook, how long would

• where i can see estimated revenue

• Don't allow scheduling service on same day

  Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.

• ZOHO BOOKINGS, Add Contact settings

  How can I edit the add contact form, to change to not mandatory fields email or phone number? thanks

• Zoho Please change your ways

  I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,

• ZOho Booking and CRM integration.

  We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find

• cannot link my email to Zoho CRM

  We are reviewing Zoho as we heard it was an easy solution platform, but we have been trying for many days to get anyone at Zoho to schedule call to talk with us. We unsuccessfully have tried multiple times to link email to Zoho. We put in request for

• How do I delete a test email address to which I am supposed to send a test email?

  How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?

• Happiness Feedback Report

  Hello,  I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and I

• Interest on late payments

  Is this ever going to be implemented on Zoho Books?  It's particularly annoying as its been working so well on Zoho invoice for the last year or so.

• Awful audio quality

  Hi guys I'm using Zoho Cliq (paid) with my team (remote team : France, Madagascar and Tunisia). Unfortunately, we encounter issues everytime on audio call (and more when we use screenshare) with sound quality, audio lag, etc. We spend loooot of time to

• How do I see what participants see when I am app sharing in a meeting?

  How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)

• Items: Custom lookup field with values from a custom module?

  Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookup

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