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• How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

  Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

• Move email between inboxes?

  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

• The power of workflows in Zoho Marketing Automation - Video Webinar

  In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can

• 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

• Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

  Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns

• Task list flag Internal/External for all phases

  Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the

• Approvals in Zoho Creator

  Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.

• Introducing Rule-Based AI Coding Assistants for Zoho Finance Widgets

  Hello customers, We’ve introduced rule-based AI coding assistants to speed up Zoho Finance widget development. You can try them out in Cursor AI and GitHub Copilot. This helps you build widgets quickly using simple prompts, while ensuring the generated

• Marketing Tip #21: Create an About Us page

  People don’t just buy products, they buy from brands they trust. An About Us page helps customers understand who you are, what you stand for, and why your business exists. It adds a human touch to your store and reassures shoppers that there’s a real

• Zobot to handle single choice menu when dynamic list content is more than 10 items

  Whatsapp supports maximum of only 10 items for its single choice menu. When we need to show a dynamic list with content more than 10, this could be challenging. We essentially need to add a next and previous buton here in order to make it functional.

• Add the ability to Hide Pages in Page Rules

  Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only

• Column letter from number

  Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you

• Zoho CRM for Everyone's NextGen UI Gets an Upgrade

  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

• Composite Product (kit) - Dynamic Pricing

  I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the

• View Answer Bot conversations?

  We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

• Train Zia answer bot on only part of Knowledge Base?

  We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

• Smarter holiday planning with yearly-specific Holiday Lists

  Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage

• Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

  We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

• Zoho Writer for Proposals

  Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is

• 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

• Possible to delete the "Big Deal Alert" in Zoho CRM?

  Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.

• CRM HAS BEEN SOOO SLOW For Days 05/15/25

  I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

• How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

  Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without

• Wie veröffentliche ich ein PDF Datei?

  Hallo! Wie veröffentliche ich PDF Datein ich habe ein PDF Datei und den sieht ihr im Upload ich möchte ihn veröffentlichen wie? Mit Freundlichen Grüßen, Herr Bahaa Addin Chkirid

• How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

  Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the

• How Does Knowledge Base Search and Article Recommendation Work?

  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

• 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

  Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,

• Zoho Campaigns: An Outstanding Email Marketing Tool

  Introducing Zoho Campaigns! A product designed by Zoho, the Zoho Campaigns is made to create, deliver, and manage integrated email campaigns that can help in boosting the sales of a company and its customer base. Zoho Campaigns is actually an email marketing

• Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

  Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

• Anchor Links in Dashboards

  Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text

• Sync images with Shopify/Cart

  Hello, sync images with shopify or other cart, it cuts out the double work of having to upload to shopify/cart and zoho. Thanks

• Allow selection of select inactive users in User data fields

  Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the

• Is it Possible to Modify Standard Report Urls

  Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false

• Assessment Answered - Automation (Related List)

  Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,

• Updation of Old Browsers Versions for Zoho CRM

  We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance

• External User onboarding for zoho connect is not really intuitive.

  So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

• Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

  I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

• How to upload file to Connect using API?

  Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

• Select the task view on the board in the Zoho Connect iPhone app

  Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.

• Auto tagging

  Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article

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