How to notify all members on any updates to zoho crm?

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• Ronald Magno

• Michael Trow

  

• durian8

• Ishwarya SG

  

• Sticky Posts

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Consumers are talking about your business. Are you listening?👂

  A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

• Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

  Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

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• AT - Austrian Accountant familiar with ZOHO

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• Zoho Workflow issue

  Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers

• Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center

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• Update on PDF Download Issues Caused by Antivirus Software

  Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports

• Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List

  Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can

• Integration of Phase 2 -e-invoicing- KSA

  Zoho Team, I want to get a training of integration of phase 2 invoicing KSA in zoho step by step.

• I can not save new invoice

  Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank you

• ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION

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• Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

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• Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App

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• Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile

  Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app

• Auto Generated Invoice number YEAR

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• Books generiert keine valide XRechnung

  Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten

• WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA

  Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way

• Cash based businesses cannot use the new fixed asset module

  Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your

• Invoice import error - duplicate customer name column - there are no duplicates

  It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?

• [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

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• Customize Layout

  I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?

• Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

  I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead

• UK MTD ITSA

  UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do in

• Partial refunds

  I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

• Zoho Books Roadshows are back in the UAE!

  Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're

• New user After moving over from QBO

  New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The

• Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

  Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services

• Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

  We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

• Disputed Purchase Invoices

  We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

• No TDS Deduction

  In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we

• CBSA - GST CHARGES on imports

  Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

• Zoho Books

  How do I manually insert opening balance?

• Sales order & purchase order item links for item details

  This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

• Bank charges are applied. Please select a bank account.

  Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

• How to add receipts

  How to add receipts

• Is it really true that I can't set the default 'deposit to' account in 2025?

  I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

• Support for auto-upgrade in TrueSync (for Windows)

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• WorkDrive API Documentation

  WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

• March 15, 2023: Zoho Docs is discontinued

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• Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

  Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement

• Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

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• External download link limit

  Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

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