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• Topic Participants

• Alex Dillon

• Varadarajan AR

  

• Samuel Ponraj P

  

• michael

• Vadivel K

  

• Sticky Posts

• Deprecation of certain URL patterns for published Zoho Writer documents

  Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

• [Announcement] Insert image from URL changes in Zoho Writer

  Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

• Introducing plagiarism checker in Zoho Writer

  Zia, Zoho Writer's AI-driven writing assistant, now highlights plagiarized and duplicated content in addition to offering contextual grammar and writing suggestions to help you write clearly and concisely in English. Zoho Writer's plagiarism reports Here

• [Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users

  Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization

• Transitioning from MS Word to Writer: A complete walkthrough

  Hello everyone! We understand moving to a new word processing tool can be difficult, especially if it means switching from a legacy software like MS Word. That's why we've organized an exclusive webinar where we talk you through ways to make your switch from MS Word to Writer as easy as possible. In this webinar, you'll learn: - Why Writer is a simple yet powerful alternative to MS Word. - How to locate your favorite MS Word features and functions in Writer.  - How to migrate your Word documents

• Recent Topics

• customize payment page

  Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

• Feature Request: Stripe Terminal Integration

  I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would

• Kanban View for Projects.

  At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

• ecommerce intergation

  I am setting up my eCommerce website. I am planning to use zoho crm with zoho books. What do I need to syncs the data from my website to crm and books? I am using zoho crm and books at this moment but I would like the ecommerce as a separate business. 

• Zoho Bookings <> CRM integration

  Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

• Deluge - forward incoming email with original attachments and content but new subject

  I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even to

• Email not arriving

  This is now the second time I have had this issue with zoho mail filtering 2FA codes from outside services. Currently the problem is with and example of this email from OpenAI: Delivered-To: david@holidaycoro.com Received-SPF: pass (zohomail.com: domain

• 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,

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

  Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

• Add Built-in "Partner Finder" / "Contractor Directory" Tab to Zoho Desk Help

  Hi Zoho Team, We hope you're doing well. We would like to request a new feature for the Zoho Desk Help Center: A built-in, configurable "Partner Finder" / "Contractor Directory" tab or section, similar in concept to your own Zoho Partner Finder at: 🔗

• Can't get sender adress to work

  Hi, I am having some trouble getting the sender adress to work for responses on tickets. I would like to configure a sender adress that is different from the zohodesk emailadress that is normally used. These are the steps I have followed: 1. Add a new

• 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

• Add an option to start zobot when user clicks the Chat with Us button

  I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized that way visitors could see first the homepage and decide which channel they would like to use to connect, or to see the quicke help

• Zoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records

  I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:

• Incorrect Handling of XLSX data

  Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format

• How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

  I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

• Disable Smart Filters By Default

  The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random

• Function #25: Automatically generate purchase orders from a sales order

  We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

• Introducing Zoho PDF Editor: Your free online PDF editing tool

  Edit your PDFs effortlessly with Zoho PDF Editor, Zoho's new free online PDF editing tool. Add text, insert images, include shapes, embed hyperlinks, and even transform your PDFs into fillable forms to collect data and e-signatures. You can edit PDFs

• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• Adding Columns to Reports

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

• How do I automatically assign the project owner for all tasks in Zoho Projects?

  I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the project

• Import from Linkedin

  Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

• Canvas: Add Sections to Detail View

  Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

• CRM Kiosk - Action for GetRecords

  I have a Kiosk screen with GetRecords and want to use the selected records in a custom function. My particular case is to set a lookup value on the selected records. Generally speaking though, I want to work with the selected records in a function. I

• Create static subforms in Zoho CRM: streamline data entry with pre-defined values

  Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

• Extract Archived Projects using Zoho Projects API

  In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3

• 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?

• 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

• Zoho Books | Product updates | July 2025

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

• 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

• Zoho Analytics - Bill Table

  Hi I am new to Zoho and mainly work in Books. Recently learned of Zoho Analytics and am exploring it to create reports that would be useful for me. For example, I want to create a bills cash forecast by week for cash flow planning. When I start to create

• 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.

• How to see history on Bulk send of Customer Statements

  Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked

• Creating a tax - amount table in Analytics

  Hi everyone, I would like to create a report in Zoho Anayltics that creates the tax and amounts in a table. I have been able to create a report that shows me all the tax accounts, but I can't get it combined with the amounts of the accounts. Is there

• 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

• Is it possible to do custom domains on test accounts that use saml setups?

  In Zoho Billing, Is it possible to do custom domains on test accounts that use saml setups for the customer portal?

• I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.

  Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachments

• No chat option

  Chat option is not available in Android app.

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