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• Nicolò Siciliano

• Aswin Kumar B

  

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• Mei

• Sticky Posts

• Introducing Inbox in Zoho Social

  Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them

• A decade together - Thank you for being a part of the journey with Zoho Social!

  A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What began as a small idea has grown to a powerful platform that helps businesses across the globe reach

• Advanced statistics for LinkedIn page, posts and monitor @mentions in Zoho Social

  Hello everyone,   We've made enhancements to the Monitor, Reports tabs, and Post Stats for the LinkedIn channel in Zoho Social, so we wanted to briefly share some information about the updates. Monitor LinkedIn mentions  LinkedIn is one of the most popular

• Introducing advanced statistics for all your social media posts

  When you're publishing on social media, it's important to understand how the audience engages with your content. This insight helps you come up with ideas for different types of content and also identify the social media channel that's most effective

• It's here! A Publishing Calendar to give you better view and more control over your posts.

  Hello!   Just a couple of days back my colleague Vishal announced that you can now do more on Twitter with the Advanced Search Filters, along with a bunch of other cool stuff. I hope you got a chance to check it out.  In fact, I'm itching to you tell you all about the latest updates we have lined up, but I'd rather give you doses of excitement every week to last until the very end. ;) Alright, I hear you. That's enough tease for the day.  Here we go! Introducing... an all-new Publishing Calendar,

• Recent Topics

• YouTube video on how to create an extension using Zoho Sigma

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• Canvas button for related record.

  Hi I can see we can add button for each related record row. But seems it is not for related record button, as I cannot get the chosen related record id thru this button. Is it a bug or it is in canvas develop road map? We do have business request to choose

• Bigin iOS and macOS app update: Signals

  Hello everyone! In the latest iOS(v1.10.7) and macOS(v1.7.9) versions of the Bigin app, we have brought in support for the Signals section within the Notifications module. Signals notify you about contact touchpoints, such as when a contact opens your

• How to Apply retainers automatically to scheduled regular invoices when sent

  I take retainers for my business to confirm a service date. Once the client has accepted the estimate, a retainer invoice is automatically created, and the estimate is automatically changed to a draft invoice. I can then schedule the draft invoice to

• whatsapp notification is not triggered on workflow rules Zoho CRM

  I create a checkbox field like this this field is used to store boolean value if a lead needs to be sent a Whatsapp template or not. I create a deluge function to make it selected or not. if a lead is created by Whatsapp (Business Messaging) at 6:00 PM

• Team Inbox Email Insights

  Hey Did anyone of you found out if it's possible todo email insights tracking eg. (open, clicked etc) while sending emails trough Team Inbox which is connected to Zoho CRM?

• [New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

  Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates

• Expense and Income general ledger accounts not showing as options

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• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Getrecords in deluge can't get record which in approve process?

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• Making Email More Secure: Understanding DKIM and SPF

  Imagine you’re sending an important letter to a friend. You write your message, put it in an envelope, and drop it in the mailbox with your address (From Address) and your friend's address (To Address). But what if someone along the way tampers with your

• Unable To Score Quizzes Created From Question Bank In Zoho Learn Courses

  I am unable to publish results from quizzes learners have completed through Zoho Learn Courses. Details: Quiz created with question bank Learners finish and submit quiz I am able to review and mark scores for questions, but the scores are not recorded

• How would you improve this lead life cycle scheduled function?

  void schedule.IntegratedLeadProcessing() { // STEP 1: Retrieve Leads from CRM leads = zoho.crm.getRecords("Leads",1,200); if(leads == null || leads.size() == 0) { return; } // STEP 2: Process Timeline Engagement & Update Lead Status currentDate = zoho.currentdate.toDate();

• Email Sequencing

  Bigin desperately needs Email Sequencing. We have to buy other software to do this and bigin doesn't sync with many outside software. Email Sequencing means if someone doesn't reply/open/click an email, it can automatically send another (or a few) after

• Usuários do Zoho Recruit no Brasil

  Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?

• Add discount column to zoho books quotes

  I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column

• Zoho Client form visible before pressing book appointment in Zoho Booking

  Is there any way to have the Client form (name/phone) visible before pressing book appointment in Zoho Booking? I just want to be able to fill out the client info form before selecting a time to book an appointment thanks

• Request : Icons/Symbols/None for Events

  When creating events it's distracting that it uses the first character as an icon. It would be greate to be able to customise/brand this section as well : Example : the characters 3 and C in the coloured block looks inconsistant

• Calendly Maximum bookings per day

  This is a simple feature and I'm not sure why zoho bookings hasn't implemented it already. You set a maximum bookings per day (by consultant and/or by service). Calendly offers this in their free plan. This makes sure your schedule doesn't get 8 hours

• A consultant with different working hours for each workspace

  As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right

• Date format in the Account settings are not reflected in other applications

  The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone

• Multiple Bookings

  Are you able to add multiple booking functionality so that if a client is booking multiple services in a single appointment, they can do that and only pay once rather than book and pay for each service separately?

• Zoho Bookings NOT Reflecting Accurate Timezone Settings

  Hi - I am having issues with Zoho Bookings, as the timezone that is showing on the live page is not reflecting the customer’s time zone (see screenshot showing 12:15pm scheduled meeting with 11hr difference reflecting the same timezone MST). I have updated

• Integración de Zoho Bookings en Shopify

  Hola, ¿alguien sabe si es posible integrar la aplicación de reservas de zoho en shopify? no quiero decir incrustrar la página de reservas en la web de shopify, sino integrarla en el checkout de shopify y vincularla con los productos-servicios de la web

• Integrate zoom with zoho bookings please; or add optional times in zoho meetings

  Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.

• How to show dynamic icons on Zoho Creator page

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• Workflows User based or Organization based

  Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? B

• Unable to Merge & send for sign collection - Error "Failed to send for collection. Internal error occurred in Zoho Sign."

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• Import Woocommerce Orders to Zoho Books with Zoho Flow

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• Listado con descripción de artículos

  Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el

• Track client progress and reminder

  Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which

• Data reset

  Is there a reset button that I can restart the whole process fresh new ? It's costs much effort and time to erease everthing one by one

• How i find out day from date i.e. Monday, Sunday etc

  I have all 30 days of month ,and as i am holiday approval ,I want to add holidays of my company is on saturday and sunday and government holidays also.How i know from date it is which day..

• Auto assignment of tickets to an agent in Zoho Desk based on Account owner in Zoho CRM

  Hello everyone! I have written a custom function in Zoho Desk to automatically assign a ticket to an agent in Zoho Desk based on the account owner in Zoho CRM when a new ticket is created in Zoho Desk. I hope this helps who need it. You must create a

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• CC someone in email campaign

  I would like to CC my CEO in an email campaign I am about to send out. Is this possible in Zoho?

• Sending out a lot of emails, not sure who to follow up with

  When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.

• Schedule workflows to run on business days only (not weekends)

  Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in

• Zoho CRM Customization for Real Estate Agents?

  Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?

• Automation #16: Automate Ticket Reopening on Scheduled Timestamp

  Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

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