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  Hi, set up an opportunity progress bar in canva I need help to set to reproduce the progress bar or equivalent of the opportunity steps in canva as in standard view (see capture ) Thank you in advance Amadou

• Recurring event sync via Microsoft 365 Meetings

  I believe syncing Recurring through the Microsoft 365 Meetings integration is already in the works but I couldn't find a reference in the community to track the progress of this work.

• What's New in Zoho Invoice | April - June 2025

  Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email

• Error while creating new user

• import customers

  Is there a way to bulk import customers? I'm moving from Acuity and would rather not have to enter everyone manually.

• What's New in Zoho POS - February 2026

  Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

• Batch Tracking custom function

  Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually

• Kaizen #236 - Using Client Script Support in Quick Create to Automate Manual Data Entry

  Welcome to another post in the Kaizen Series! In this post, we explore how Client Script support in the Quick Create form can be used to automate data entry. This solution addresses a common business scenario where Zylker Furniture sells sofas, wardrobes,

• Serial Numbers.

  I generated serial numbers for items and there is no way to generate more serial numbers that the number of items being "sold" or created. This is annoying as how does one know what serial number they left off with when they go to receive or sell this

• Ensure every user starts right with Welcome Email Templates

  Adding a new user to your organization extends beyond account creation–it requires delivering the right information at the right time to ensure a productive start. New users typically require key details upon joining, such as login instructions, security

• How to change the format for phone numbers?

  Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?

• Adding Images to a Quote in Zoho CRM

  We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

• IMPORTANT: It doens´t show full article name on search - Should add line break

  When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has

• IMPORTANT: It doesn´t search for letters with portuguese characters.

  Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the

• How to hide Activity Side Panel

  How do you hide the activity side panel? Clicking on the link and reviewing the activity does not remove it and it does not seem to timeout. I have any activity that have been listed there since January. Thank you.

• Need a Universal Search Option in Zohobooks

  Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

• Resubscribe with Zoho Campaigns

  Hi, I am new to Zoho Campaigns and sent a campaign to a contact list with only my email address. I wanted to see what the footer links did, so clicked unsubscribe and now can't include my email address into any more campaigns. I don't have a sign up form on my website to resubscribe and can't find how to resubscribe anywhere else. Can you help?

• Migration from Global edition of Books to German version

  Has anyone successfully completed this migration? We are a Zoho One customer currently using the global edition of Books. Facing numerous issues concerning compliance on a regular basis. Does the German version of books provide a simplified way to export

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Major journey crash and not loading. Zoho Marketing Automation

  Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's

• Izettle or Sumup Integration for Zoho Books.

  The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.

• Is anyone experience missing functions in the new UI until hard refresh?

  The set of functions including search is almost always missing upon loading an app in the new UI. If you refresh, the functions return. (see second screenshot) Anyone else experiencing this?

• Mail Search should allow grouping by conversation like Gmail.

  Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the

• Server-based Appication API access for Social, Sites, Flow, Pages.

  Hello, I am trying to hook up API access for a number of apps and I have hit a wall trying to add these scopes to the API feed. We cannot find the correct way to list the scope for these Zoho apps; Social, Sites, Flow, Writer. Error on web-page comes

• Zoho Landing Page "Something went wrong" Error

  Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,

• Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

  Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on

• Bank Feed shows redacted description numbers (xxxx)

  Hi All, Is there any way to change this behaviour? Either Zoho or Yodlee is redacting important numbers from the transaction description, preventing us from being able to easily recognise and reconcile transactions. For example, a transaction with a description

• Handling large product migrations in Zoho?

  Hi everyone, How do you usually manage large product catalog migrations (10K+ SKUs) into Zoho One? Main concerns I’m thinking about: Avoiding downtime Preventing data loss Keeping supplier and product relationships intact Do you prefer bulk imports or

• Reassign Partially Saved Entries

  Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

• Preventing auto-redirect to Parent Record on Save...

  Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.

• 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

• Unknown table or alias 'A1'

  I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

• Feature announcement - Introducing recipient authentication via Didit in Zoho Sign

  Hi everyone! Zoho Sign already integrates with trusted providers like IDology (US), eID Easy (EU), and Stripe Identity. Today, we're excited to add another powerful option: Didit. Some benefits of using Didit: Unified ID verification Streamlined eKYC

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Regarding the integration of Apollo.io with Zoho crm.

  I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

• Message as bot

  I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly

• Using a custom single line External ID form as merge fields in templates

  Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

• Build an approval management system with Custom Modules

  Dear users, Task management is at the heart of project management. But not all tasks are created equal. You can have your tasks reviewed before any work begins, to improve transparency or stay within budget or as part of your process. Zoho Projects allows

• CRM's sandbox now supports the Zoho Desk integration

  Hello everyone, Sales and customer support teams often collaborate to solve tickets and identify pain points. In Zoho's suite of products, sales teams primarily use Zoho CRM while customer support teams work in Zoho Desk. These two tools are often integrated

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