Weekly Tips : Customize your Compose for a smoother workflow

• Topic Participants

• Sania Sultana H

  

• Aashok Kumar Sharma

  

• Sticky Posts

• Weekly Tips: Secure your attachment downloads with Zoho Mail

  Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

• Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

  Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

• Weekly Tips : Make your email content error free with Spell check in Zoho Mail

  As someone who writes multiple emails a day, we are bound to make both grammatical and spelling errors. Most of them we may not even notice, and even if we do, we may not have the time to correct each one individually when we are in a hurry. So how do

• Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

  If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email

• Weekly Tips: Manage External Images in Zoho Mail

  When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

• Recent Topics

• [Product update] Instagram Profiles Integration with Zoho Analytics

  Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterrupted

• how to prevent some user to choose the stage in deal module when creating a deal record?

  I want to prevent some users to choose a deal stage when creating a deal record I want some users to follow the pipeline from top to bottom. can I do that? because it seems I can't hide this field . is there any workaround for this? can I hide it using

• Quotes: Export to PDF and attach using API

  Hello, I would like to automate the following: - create a Quote for an account - export that quote to PDF - upload the PDF back into ZohoCRM, as an attachment for that Quote using API methods. Is this possible, has anybody done this before? Thank yo

• Zoho CRM Contact Form style in website

  Hello, I am trying to embed the Contact Form from Zoho CRM into our existing WordPress website to replace our current contact form. The look on the website is not similar to the 'Preview' when I am setting up the form in the CRM, and I have limited html

• Data Sync

  Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?

• I have integrated WhatsApp but it in vissible to sent message to customers

  I have integrated WhatsApp but it in vissible to sent message to customers.

• Embedding SalesIQ in Zoho Creator within a (Internal) Widget - Not customizable

  I've been trying to integrate SalesIQ within an application in Zoho Creator. And since <script> tags can't be rendered within the HTML snippet, I've created a separate widget which is hosted internally (through packed .zip file) and added SalesIQ through

• Zoho Campaigns - how to have distinct Lead and Contact segments?

  Hi, I have been using Zoho Campaigns for quite a while now. What is not clear to me is how to have distinct segments for Leads and Contacts. I tried and used filters to do the trick, but that doesn't always work as I expect. For instance, converted Leads

• OAuth Error - {"error":"invalid_code"}

  curl -v --ipv4 -X GET \ --url 'https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=[CLIENT_ID]&scope=AaaServer.profile.Read&redirect_uri=https://my-real-domain.com/zohocallback.xhtml&prompt=consent&access_type=offline' RESPONSE Location:

• Zoho Campaigns Pop Up not scaling properly on phone browser

  The pop up for the sign up for my mailing list works fine on my browser on PC, but on phone, it only shows half of the pop up. How do I fix this?

• 📣📣 Zoho Bookings - Feature Roadmap 2024

  Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

• Cannot add Outlook Calendar to Zoho Bookings

  Hello, When I try to add my Outlook Calendar to Zoho Bookings I get almost to the end, including accepting the permissions and authorising the Office 365 account then I get the error message "Something's not right on our side. Sorry about that. Please

• booking link that expires

  I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

• Bookings - How do you select more than 1 service?

  Hello - I'm setting up a client with CRM and Bookings. She is a beautician that needs to have people book more than 1 service at time. Some services are add-on and she wants to collect a deposit but not the full payment.  How do we allow the clients to book more than 1 service at a time? Can the system take partial payments?

• Introducing ICR in Zoho CRM: Transform your printed text into digital data

  From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses

• Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

  Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

• Linking Reports and Projects to CRM Portal

  Is there a way to link reports and projects to a CRM portals?

• How to filter deals for anything not yet delivered

  Hello I want to be able to filter my deals for anything where the Sales Order is not delivered. I'm stuck because I want to include deals with and without Sales Orders, and just exclude ones with an associated Sales Order which is stage Delivered Does

• Currency fields and decimal places in CRM email templates

  Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached

• Package Dimensions

  Packages need to have dimensions that are sent to carriers in addition to just the weight. Without the package dimensions being transmitted to carriers, the correct dimensional weight is not calculated for the label price, which results in corrections

• Zoho One for Multiple Organisation under a Parent Company

  Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia.  Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/

• Track All Emails from Company Domain

  For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separate

• New in Zoho Sign: Allow recipients to review and change associated recipients

  Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures

• Workable tutorials on Zoho RPA sorely needed - who can share?

  Hi folks, I own several RPA tools and would love to switch to Zoho RPA just to keep everything in the same ecosystem. However, Zoho RPA documentation lacks examples of how to do the most basic activities where RPA is most common. In particular: 1. opening

• Need head start/ideas for a new application using the portal

  Hi, I am just looking for ideas, or direction, about a new app. Simply put, I have multiple vendors offering products, and multiple customers buying those products. BUT the administrator controls the product offering and prices. For example, Vendor "A"

• SMTP zoho email + prestashop problem

  Hi,  i just created an email for my domain with an e-shop built on prestashop... however, after setting the SMTP (myemail@mydomain.com, password is correct, server is smtp.zoho.com, port 465, SSL) i still get an error message saying i should check my settings. with gmail address it works fine, but zoho has a problem.. anybody encountered this problem, or has any idea or solution? thanks a lot.

• Cannot paste consistently

  When authoring and editing articles in Zoho Learn, I often find that I am unable to paste content. Some days, Zoho will let me paste a few times using keyboard shortcuts (Ctrl-V), but then will randomly stop allowing this function.  I have also tried

• Recording stripe fees for sales w/out invoices

  In my business, people make many purchases w/out an invoice using a credit card. With invoice payments, I record them as sales and deposit the $ to credit card clearing, deduct stripe fees associated on the bank fees line, and then I record the stripe

• Fields from Zoho CRM not appearing in merged document

  Hi, I have a custom CRM module where certain fields are looked up from "Contacts". When I then try to run a mail merge from my custom module, the date from the fields which were fetched from contacts do not appear in the document. I just see the field

• Going back to older version

  Hi, One of our tech did a new version of our app, but created problems that we do not have time to repair, we just want to go back to an older version for the moment. To make sure we choose the right older version, we also want to double-check the dates

• Zoho Creator HTML Page

  Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush

• Remote Assist Reboot - User can't login

  Last night one of our support agents was using Zoho Assist doing a remote assist session.  A reboot was required. Upon rebooting the Windows 10 user says he can't login and that he is getting an invalid password error.   Is this a known problem? Any thoughts?  Awaiting customer to arrive at work today to attempt safe mode boot.

• Move a ticket from one department to another without creating the product in both departments

  Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.

• How do I setup product syncing between Desk and CRM?

  How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to

• multiple users unable to view campaigns

  I have just added two users to zoho campaigns.  when they log in they don't see the details regarding the email campaigns already run.  i would like all users to access this.

• If a contact is deleted from Zoho CRM, will all related activities be deleted related to the contact?

  I think question is clear.

• Factur-X

  Bonjour, J'ai découvert dans la dernière release notes de Zoho Books, l'apparition du support du format Factur-X (Export Transactions in Factur-X Format | Help | Zoho Books), mais il faut apparemment activer une nouvelle fonctionnalité de taxes. Quelqu'un

• On Duty Requests using API

  Currently we can only do attendance entries using API, we need to make on Duty Requests using API Use Case We are using different on premise devices to track meetings, we want to sync this data with Zoho People Currently we are manually making on duty

• Zoho desk Instant messaging no notification

  We are using whatsapp inside zoho desk instant messaging, however my agents are not notified if there is someone who send a message. We all miss messages because there is no indication there has been a message send. No notification badge, no notifications

• need help to set up feeds to Zoho books with CRM Perks plugin

  Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked

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