Zoholics 2015: Productivity and Collaboration

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• Mason Hering

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• Zoholics 2015: Productivity and Collaboration

  ​Hello Zoholics! We  at  Zoho  know  that improving productivity  and collaboration  among  your employees  is vital  to  the success  of  your  business.  We believe  in  this idea  so strongly  that  we built  an entire  set  of applications devoted  to   this!  Zoho applications  such  as Mail, Docs, Projects, Connect, etc.  all  seamlessly   integrate  with  one  another, allowing  for  greater productivity  and collaboration  among  your teams.  Not  only  do  we  think businesses  like yours 

• Recent Topics

• Categorise Attachments

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• Scheduling a meeting for just a 1:1 phone call

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• Need more details on API Usage Dashboard

  Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

• Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

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• Finding missing records

  I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

• Power of Automation :: Quick way to associate your Projects with Zoho CRM

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• Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

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• Move orders scan ISBN

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• What's New - October 2025 | Zoho Backstage

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• Zoho Analytics - Feature Request For Time Based Data Source Fetch

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• Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

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• AI generated meeting notes associated to Account or Deal

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• Subform Disabled Fields Should Remain Disabled on Edit/View

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• How do you print a refund check to customer?

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• Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

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• What is Resolution Time in Business Hours

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• Hide "Section" headers when using a form as a subform in "List view"

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• Add additional field to quick search results

  IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

• Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

  Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {

• Bug Report and Suggestions for Improvement in Zoho Applications

  Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

• Need Help: Updating Related Records via Subform Entries in Zoho Creator

  Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record

• Zoho Desk - Community - Customer Portal - Description Field UX Improvement

  Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

• Add the same FROM email to multiple department

  Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

• Can I change the format of the buttons in the email templates?

  Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Zero Personalization of the File Sharing Experience

  By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every

• Lead to Contact Conversion with multiple email address fields

  We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)

• Introducing Dark Mode / Light Mode : A New Look For Your CRM

  Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

• Does Thrive work with Zoho Billing (Subscriptions)?

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• How to display two measures (sales and price) divided by categories on one line chart

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• Exporting Charts from ZohoCRM

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• Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

  Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

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• Insert Cookie Policy in Zoho Sites

  Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca

• Marketing Tip #1: Optimize item titles for SEO

  Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• Forced Logouts - Daily and More Frequent

  In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

• ENTER key triggering Submit

  Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed. 

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