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• Topic Participants

• Rodger Brehaut

• Vignesh Vel

  

• Samuel Ponraj P

  

• 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

• Onboarding Zoho sign documents?

  I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

• Automate Pricebook per Customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Document Tracking

  Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

• Apply partial payments to invoices from the Banking Module

  We need this! Why is this not possible?

• Forecast UI improvements

  Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

• Missing services/ features / buttons

  Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

• [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Episode I : Exploring the World of Custom Functions in Zoho Desk

  Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory

• Free Webinar - Overview of Zoho Sign and latest updates- May 2025

  Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.

• Multiple Forecast configurations

  Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue

• Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

  Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions

• Basic campaign set-up

  I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to

• Add template Categories Qoutes sendmale

  Is there other way to add other template categories in sendmail qoute?

• Report categories not appearing in pie chart

  I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968

• Asking for the implementation roadmap or step-by-step guide

  Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• Automatic needs analysis for the Deals module

  Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed

• Odd differential in Accounting and Physical Stock

  Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1

• 7008 Request rate limit exceeded. Please retry again later.

  Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated

• Tip #34- How to Configure Proxy Settings for Unattended Access in Zoho Assist- 'Insider Insights'

  Hey Zoho Assist Community! For those using Zoho Assist's Unattended Access feature, you may come across a need to configure your device through a proxy server. This setup is particularly useful if your network requires strict proxy configurations for

• Let's Take Custom Slideshow A Step Further!

  Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of

• Copy Address button customisation

  Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.   The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.   On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:   In Potentials I need to display ·         Physical Address only   In Accounts I need

• Add Ability to Set Full Name When Inviting Users to Private Client Portals

  Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access

• email address issue

  Hi! I am start using zoho to start my company's email marketing campaign, but I can not send the email because is showing that Your email address is already configured as a sender address in another account. But I created a new business email address

• Can Zia summarize fields?

  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within

• Difference between the file extensions .zdoc and .zwriterlink

  I am using Workdrive TrueSync on my windows pc to open files directly from my windows without having to open them from the workdrive web. But, I found something strange, I also have the zoho writer app installed on my windows and if I create a document

• Deluge should permit a connection to be set with a variable

  Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,

• Items (products) Export to PDF Feature as a Catalog Generator

  Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,

• Allow SO Item table to search other fields in items to make entry easier

  We have thousands of items, some of which need to be entered on the fly by desk people. We don't want abstracts like the vendor's part number in our SKU or Item name. It would make order entry much easier if the context search in the items table would

• Zoho Inventory Amazon Integration

  The Zoho Developer Account is not valid for Amazon UK and returns this response whilst set up: This Developer Account Number 861444729264 is not valid for the GB marketplace

• Sales by Customer

  Hi There, I am looking to generate a report that shows the total value of the sales made to our customers, but does not show each transaction i.e. Customer A = $100,000 Customer B = $50000 and so on This is based on a "Closed Won" in the Deals Module.

• Enhance Bot Functionality for Scheduled Reminders

  Dear Zoho Cliq Team, We are writing to request an enhancement to the bot functionality within Zoho Cliq. Currently, bots can be added to channels and send messages, but they lack the ability to schedule reminders. Our team utilizes a deluge code to send

• Zoho Expense - Update Expense Report through web API

  Hello, I am currently having issues updating fields in expense reports (not individual expenses) through the API as described in the API documentation. When I make that request using the invokeAPI Deluge function, I receive a response from the API saying

• How to switch templates in Zoho Commerce

  I have set up a template in Zoho Commerce and would like to change it. How do I do this?

• How to use filters on all products page? Or even a category page?

  Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category

• How to show product categories on side menu?

  Every time I add a category it appears on the main menu. I would like the main menu for things like contact us, blog etc.. and a side menu to the left of the screen for product categories. How do I make them appear in a side menu or even in a category

• How to Add Custom Sections in the Product Page?

  Hi Zoho team, I’m currently using the Tranquil theme on Zoho Commerce and I have a question regarding the product page layout. Right now, under each product, I can see expandable sections like Product Details and Specifications. I’d like to add two additional

• Unable to validate DMARC for the email

  I have recently started to use the ZOHO CRM tool and I'm currently on free trial period. However, when I tried to test the email, it was landing in SPAM or JUNK folder of the recipient's inbox. I learnt about the DMARC, so i have completed SPF and DKIM

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