Power of Automation - Automatically activate the Roll up functionality whenever a project is created

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• Harshini Dara

  

• Moritz Grusch

• harshini dara

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• Sandbox - Your Secure Testing Space in Zoho Projects

  Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making changes directly in a live environment can disrupt production as it does not leave room for trial and error. Sandbox in Zoho Projects

• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Zoho Projects - Quarterly Updates | Q1 2025

  Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from

• Analyze Project Trends with Power BI Integration for Zoho Projects

  Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility

• Recent Topics

• compensation module - salary - No decimals allowed regardless of currency

  In the United Kingdom we have calculations in GBP which has figures to 2 decimal points. When using either the basic salary or using the CTC with benefits etc. It will block any upload or entry which is not a round number! I have advised Zoho One and

• Tip of the Week #56 – Analyze performance with analytics reports.

  Wondering how well your team is managing communications in shared inboxes? It’s time to stop guessing and start knowing — with Analytics Reports! As an admin, you get a broader view of your team's performance by tracking important metrics such as response

• Zoho Sprints is now AI empowered

  Enhance the quality of your work with the power of generative AI tools in Zoho Sprints. These tools help you write precise descriptions, summarize content, analyze sentiment and tone, and translate content into your preferred language, and write and explain

• If Formula with Abs and Now included!

  Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent Achieved

• Kerala Food Cess - Not applicable to Government Customers

  We are stuck while entering sales invoice - as Central and State Government Customers are exempted from Kerala Food Cess. Can Support Team help us? Phone / Chat / Email from Zoho - No support for third day in a row!

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

• How to create Comparison across Period chart in a dashboard?

  Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast

• Add Pinned Tickets to top of queue

  As an IT Helpdesk, we have some tickets where they will need to be looked at daily over a week or 2, and the ability to pin a ticket to the front/top of the queue would be handy as we can be reminded to take a look, rather than placing them on hold and

• Holding Shift to keep selected tickets

  It is annoying trying to change the category of tickets and then closing them. You have to select them one by one, no way to 'hold down left click and drag your mouse down to select multiple'. Once you have selected them and you change the category, you

• Introducing Keyboard Shortcuts for Zoho CRM

  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

• Zoho CRM's V8 APIs are here!

  Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• Threads view for email sent from Cases module in CRM

  Hello all, Following the previous announcement regarding the support for the Send Email functionality from within the Cases module, the Email thread view is now available for emails sent from the Cases module. This enhancement is for better readability

• Sync Zoho Docs and Google Drive

  Sync Zoho Docs and Google Drive -  how can I do it?

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

• Canvas Detail View Related List Sorting

  Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Custom view placeholders

  Hi all, On some occasions it would be great to have placeholders setting up a custom view. Example in our case we have a field for a year. We would like to have a placeholder like $.{CurrentYear} that will insert the current year 2025 e.g. Now we have

• Add Subform Field based on Record Field

  Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include

• Languages in Zobot

  Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

• USA Military addresses

  When we have a client with a US military address adding them to the CRM, or having them fill in a form is a problem. Zoho Forms and CRM doesn't seem accommodate them correctly. It doesn't make sense for me to have to create a secondary data model for

• Parentheses in System Path

  Zoho WorkDrive includes a mandatory parenthesis with the organization name in the desktop sync client. This adds parens to the system path. Many command-line applications do not allow for the use of parenthesis, so if you want to use a file saved on WorkDrive in a command line you cannot. Most major document syncing platforms do not allow parenthesis for this reason.

• Hiring Staff Accountant in San Diego with ZohoBooks Experience

  Hello, We are a San Diego, CA company looking for an experienced Staff accountant or controller that has ZohoBooks experience for a full-time position. Please reach out if interested. Best, Ben

• Workdrive 5.0 / API Documentation Workflows

  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

• Match Transaction > Filter | Allow wildcards in search

  The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National

• Can your customer support speak every customer’s language?

  In today’s world, talking to your customers in their language is not a nice-to-have. It’s a must. It's one of the reasons that most businesses have trouble going global: Language barriers get in the way. Say, a customer from another part of the world

• Sub accounts in Balance Sheet - specifically Assets

  I've added in a new account, IP Developed, under Intangible Assets. When I run the balance sheet report, it shows on its own without a header, just tacked on the bottom of all the other assets. I'd like it to show under Long Term Assets or Other Assets.

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• Assign default Location + warehouse to Customer / Vendor

  Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and

• Check Sales Order for Duplicate Line Items by SKU

  It would be really nice if Zoho Books offered at least some of the features that the 30 year old software we migrated from did. When entering a Sales Order having some kind of warning pop-up if you try to enter the same item again would be very helpful.

• Fifth Insight - Maximize the role of Departments

  The Wheels of Ticketing - Desk Stories Maximize the role of Departments What are Departments? Departments represent the various business divisions within your organization, each serving distinct functions that align with your products, geographical locations,

• hey

  help me in zoho payroll

• How to get custom estimate field to display on existing or new services?

  I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• Sync Creator form submissions to WorkDrive folder

  I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but

• Kanban Deals not showing everything

  I have a deals (I call it Opportunities) module in CRM that shows various components of the opp. I'm trying to have a checkbox show up for the end user to be able to toggle it if they want an email to be sent when the change stages (in this example, it's

• Multiple clients in one project

  Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

• How to normalize CRM module when integrating with Survey?

  This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey

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