We've been with Zoho now for over five years. The only "non-Zoho" product we use is dropbox: for every other application we use Zoho and in all honesty wouldn't consider any other applications.
The scope and adaptability of Zoho has been the biggest benefit for us. I'm keen to share with other Zoho customers some of the solutions we've been able to use Zoho for, all with in-house solutions and minimal programming required.
The most recent, and exciting, way we have been using Zoho is to use the Wiki application for our competency training mapping. Anyone who has worked with the Australian competency-based training system will know what a nightmare it is to try and map and monitor all the competency units, elements, performance and knowledge evidence and to somehow link up all these isolated components to not only individual assessment items, but also to the actual material (content) that we use for training. And then to keep track of it all, monitored, feedback, updates, etc. Esp. if you are a smaller RTO without dedicated staff to deal with this.
We have found a perfect solution for our needs with Wiki.
First, we created a number of sections in the Wiki:
~ Competency Standards
~ Course Content
~ Course Assessment
we also had a few other sections relating to the specific industry guidelines and standards - these could be modified to suit your industry.
Then, in each section, is a breakdown. So, for example, the Competency Standard section is broken down first into the competency unit, followed by the individual competency elements, followed by the performance criteria each having it's own dedicated page.
The course assessment section has a number of sub-section pages:
~Assessment items banks (the individual quiz questions, essay questions, etc)
~Assessment tasks and groups (the grouping of the individual questions - e.g. "Quiz for Lesson 1.1)
~ Assessment performance evidence (straight from the CU)
~ Assessment knowledge evidence (straight from the CU)'
Then what we did on each page is insert tables that link all of the assessment and competency parts to each other.
So, for example, you can go to any page - say one of the knowledge evidence pages, and see from there, which parts of the course content address this, which question items assess it, and which performance criteria it contributes to evidencing. Likewise, you can go to any quiz question, and see which aspects of the competency it relates to. Or to a performance criteria and easily link through to the performance and knowledge evidence required and the specific measures of this.
Quite a bit of typing and mapping work to set up (and a bit of a mind-bend - but that is the nature of the Australian competency-based system anyway, right?) but the benefits have been:
~ A dramatically low-cost solution (compared to off-the shelf competency monitoring software, which often has features you don't need, and doesn't easily do half of what you do need).
~ A highly auditable system, it's so logical and simple to use, even the auditors can get their heads around it :-o And when the auditors come through the mapping is already done and it is quick and easy to pull the info and relationships they need.
~ A highly inclusive system - training staff have been able to quickly grasp it all, and it has really supported their understanding of the links between teaching, assessment and the standards. Simple features on the Wiki, such as the comments section mean that all teachers can provide input and feedback which is tracked and monitored and not lost.
~ Better teaching and assessment - because of the mapping capability, we have been able to take a much more holistic approach to teaching and assessment. Returning to our actual program for teaching based on student learning needs, rather than teaching directly to the competency in isolated chunks.
~ Monitorable - we use the tagging feature to indicate the date when sections or pages need to be reviewed and to allocate this task to the appropriate person.
~ An archivable and sustainable system - with the back ups and because it is all online, no documents get lost. Everything we do builds on what we have so (after the initial set-up) the work involved in reviewing and updating is minimal.
No down-sides so far.
Hope this idea helps other Zoho users or people looking for a realistic, manageable solution.
Recent Topics
[solved] #original_sender trick not working for us
Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}
SalesIQ Chat Notifications
I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the
Correlated subqueries not supported in Zoho Analytics. This creates huge limitations
Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b
ON d."Id" = b."Deal ID"
AND EXISTS (
SELECT 1
FROM "Bill
Batch Emails in CRM Plus without using a template?
Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.
bank charge
a charge to my account was made that I did not authorize, of $16.46, for something that looks like "computer maintenance or something to that matter". please refund.
[Free Webinar] Product Updates: Quick Catch-Up Session - Part II - 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 featuring deep-dive technical sessions designed for developers, administrators, and app builders.
Introducing Liquid Glass UI on the Zoho Mail iOS app
Hello everyone! We're excited to announce that the Zoho Mail app is now fully optimised for iOS 26's Liquid Glass design on both iPhone and iPad! The updated interface features transparent layers, smooth animations, and refined visual elements that enhance
Plan change from Zoho One to Zoho Workplace
Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Links in Instagram
Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images
Spotlight #7 - Automatic Transitions in Blueprint
Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic
Sub Folders
It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way
Zoho CRM Community Digest - November 2025 | Part 2
Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile to
Zoho CRM - Writing Assistant Tone
Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, so
Hide Contact Number for Field Users & Agents
Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.
Form Submission Emails
Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
【Zoho CRM for Everyone】設定画面のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、Zoho CRM for Everyone の設定画面のアップデート情報をご紹介します。 目次 設定ホーム画面の追加 設定画面での検索結果の表示形式の変更 設定画面でのよく使用する機能の表示 設定メニューの展開/折りたたみ状態の保持 1. 設定ホーム画面の追加 ホーム画面の設定項目は、直感的に分類できるように"カテゴリごと"で分けられています。 このような一元化された表示により、各ツールが1つの画面に集約され、必要な機能をより簡単に見つけられるようになりました。
What's New - November 2025 | Zoho Backstage
A new month, a new set of updates. With a mix of new features and thoughtful improvements, you get smoother workflows and better control across registrations, exhibitors, and communications. Let's take a look at what's new and enhanced in Zoho Backstage
Zoho Checkout - Duplicate Customer record created for each payment received
Hi All. We are using Zoho Checkout to capture online payments for a club membership form (in Zoho Forms). We've noticed that each new payment seems to create a new customer record, regardless of whether the customer already exists in the Zoho Finance
Templates for Zoho Desk - Knowledge Base
We are looking at migrating our Knowledge base into Zoho Desk. Is there a way of creating templates for article in Knowledge base. We want to be able to set templates for certain types of content. Is this possible
Import KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
What KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?
Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-used
Backorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.
How to Associate multiple contacts with deal in Sales Inbox
Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated
"code": "500","description": "Account not exists", mail api
I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, which
RTL Support for Webforms in Zoho CRM
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
Imported contacts succesful but contacts do not show up in Contacts
I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful. However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact. Help?
Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
Saving sent email campaign as PDF
I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?
Zoho Voice lance BYOC (Bring Your Own Carrier) : intégrez votre opérateur
Pour accompagner sa croissance, une entreprise a besoin d’une infrastructure téléphonique flexible et évolutive. Les solutions de téléphonie s’adaptent aux exigences du centre de contact, tout en intégrant aisément les opérateurs locaux de votre choix.
Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Avec l'arrivée du dernier mois de l'année, il est temps de résumer les activités de novembre dans la communauté Zoho France. Ce mois-ci, Zoho Webinar se dote de deux nouvelles intégrations ! La première est avec Zapier : connectez
E-Invoicing in Belgium with Zoho Books
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
Announcing new features in Trident for Mac (1.30.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, bringing you a more seamless, intuitive, and secure communication experience. Let’s take a quick look at what’s new. Work with PST/EML files more efficiently. You can now do more
Open Form in Same window as Page from embedded Report
I have a page that has an embedded report, as shown below. When I click the + sign to add a new record, the form shows up inside the page where the report was embedded. I know that I can add a custom action to the report grid or report detail view and
Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
Pricing Strategies: #4 Counting on Discounts
"Is there any chance I can get a little discount on this month's service?" Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personal
Introducing Query Workbench in Zoho CRM
Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating across
Limitation with Dynamic Email Attachment Capture
I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
Next Page