Boas Práticas na Comunidade Zoho Brasil

• Topic Participants

• Carolina Luiza Silveira da Rosa

  

• Sticky Posts

• Participe dos encontros exclusivos Zoho User Groups (ZUGs)

  Temos um convite especial para você! Participe dos Zoho User Groups (ZUGs), encontros presenciais que conectam usuários, especialistas e parceiros da Zoho. Esses eventos são a oportunidade perfeita para compartilhar melhores práticas e descobrir como

• Boas Práticas na Comunidade Zoho Brasil

  Participar da Comunidade Zoho Brasil pode ser uma experiência enriquecedora e colaborativa, mas para que isso aconteça, devemos sempre contribuir para um ambiente positivo e construtivo. Aqui estão algumas dicas de boas práticas para garantir que todos

• Seja muito bem-vindo à Comunidade Zoho Brasil!

  É com muita empolgação que convidamos você a fazer parte deste novo espaço de colaboração, interação e troca de conhecimentos! Na Comunidade Zoho Brasil você poderá criar tópicos de conversa nos fóruns e também colaborar em discussões produtivas iniciadas

• A assistente de redação inteligente do Zoho Writer, Zia, agora oferece suporte ao português brasileiro!

  Obtenha sugestões contextuais de ortografia e gramática e melhore a qualidade geral do seu conteúdo com a Zia ao escrever em português. Estamos treinando a Zia em um novo idioma para atender à crescente demanda dos nossos usuários por acesso multilíngue.

• Recent Topics

• Data privacy concerns

  Does Zoho team have access to my data in the database e.g. Balance Sheet, Bank account transactions, Profit & Loss statement etc.

• Ability to Remove/Change Zoho Creator Admins via Zoho One Interface

  Dear Zoho One Team, Greetings, We would like to request a feature enhancement in Zoho One. Currently, it is not possible to remove or downgrade a user with the Admin role in Zoho Creator from the Zoho One admin interface. Unlike other Zoho apps where

• Zoho Sheets

  Are they ever going to set up the feature "where I left off" just as you can do in Microsoft Excel online ? For me that is the only feature missing from Zoho sheets other than that I think they are terrific and use them every day. I only occasionally

• Canvas Detail View Related List Sorting

  Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

• Mass Update in Zoho CRM

  Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.

• Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

  Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

• Action requested: Retain your sales journey configuration in Path Finder

  Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates

• search layout in new version

  Hello where is the menu for customizing search fields (module search layout) in the new zoho version (2016) ?? thanks nono

• Zoho Marketplace Analytcis

  Hi Team, Our Zoho Marketplace Dashboard is not showing any data. What do you think we could do?

• if i have zoho one can i upgrade some of my staff from crm to crm plus within my organisation?

  if i have zoho one can i upgrade some of my staff from crm to crm plus within my organisation? Or because I have many licenses of ZOHO ONE , IF I upgrade some staff to ZOGO CRUM PLUS. they will not be on the same organisat

• The problem with Commerce ownership changing

  Hi, I am changing the ownership of the company and trying to delete the previous user-owner. I changed the owner of the company from user Tatiana to user Eugene. Eugene is the owner of the organization. It's OK. I am now trying to remove the user Tatiana.

• Secondary Emails

  I am having issues deleting a secondary email address from a couple of our users and need help. When in Directory, manage email addresses, I click the trash icon by the email address and confirm I am trying to delete the email. I click continue and I

• Kaizen #121 : Customize List Views using Client Script

  Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

• Zoho Books | Product updates | June 2025

  Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

• Widget Upload to CRM Fails with “Page Not Found” – Even with Correct Index Path

  I'm building a simple widget to export Contact data to CSV in Zoho CRM, triggered via a custom button. The widget uploads cleanly, appears in the widget list, and is successfully assigned to a Contact detail view via a custom button. But when clicked,

• Account disabled

  I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__

• How can we manage the tags in ticket

  Allowing agents to use Tags indiscriminately can cause havoc. We could not find tag management where 1. The admin can create Tags beforehand for use by Agents 2. Permission can be allocated which roles/profiles can use existing tags or add new tags 3.

• Feed Notifications filter?

  I'd like to have filter settings for Feed Notifications just like we have for Personal Email. If someone dumps a bunch of files into a project, we get a notification for every file!

• Custom fields and filters for Timesheet

  HI Zoho Projects team. IT would be great and useful if we can add custom fields to the Timesheet design And is needed more options for filtering the timesheet dashboard, like "Milestones" and task list asociated to the record. Thank you

• How do I rename the dropdown that contains a form and a report?

  I want to rename this, but I can't find how

• Filtering two fields

  Hoping somone can assist, i am trying to create a report to show values from two different fields. e.g I have Field 1 Field 2 In some records, fields 1 and 2 are both "yes"; in other records, only one of the fields has the value "yes". Can we generate

• Unable to Convert Quote to Invoice – Integration Active but User Not Recognized

  I’m having trouble converting a Quote into an Invoice inside Zoho CRM, even though the Zoho Finance Suite integration is enabled (Invoices, Quotes, Products, and Customers are all checked), and my user is an Admin in both Zoho CRM and Zoho Books, using

• Owner drawings

  I entered an owner’s drawing transaction in 2023 but it’s still appearing on 2024 books. Is that supposed to happen? Or should Is there an additional step? I prefer for this transaction not to appear.

• Running Balance in Account Statement.

  Running balance should come by default in the accounting statements but in ZOHO we need to customize every time to get the running balance in accounting statement. I did not understand, when the bank account statement opened from Bank Menu can show the

• Importing Invoices

  Dear Team I used the enclosed csv file to import some invoices and it worked fine. I had to delete the file and when I am trying to re-upload it, I am getting the error for invoice number and branch "Resource does not exit." I tried a number of different

• Enhance "Send Cliq Notification" Action in Zoho Desk Workflows (and also add Happiness Rating Support)

  ello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the “Send Cliq Notification” action available in Zoho Desk workflows — specifically in workflows triggered by Happiness Ratings, but also relevant to all workflows

• Treatment of Non-Refundable Income after cancelling an Invoice

  A customer made part payments of 30,000 for an invoice 0f 100,000, and then he is unable to pay up the remaining and has asked for a refund. As per company policy, he can only get 75% of the amount paid, which is 22,500. The remaining 7,500 is non-refundable

• I need refund

  I have purchased the Zoho Book standard plan; I had the impression that I would get the purchase > Bill feature. After purchasing, I found that billing is not included in the Zoho standard plan. I immediately canceled the subscription. I love the product,

• Handling identifiers during an import

  Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and well-organised database, which is essential for effective data management and

• Creating Deposit Invoices

  Hi, we are a company that does project based work with a request at the begining of each project for a deposit payment. At the moment we are creating invoices for the deposit and an invoice for the completion of the project, however they are completely

• Marketer’s Space - WhatsApp Pricing Update: What Marketers Need to Know and Do

  Hello Marketers, Welcome back to Marketer’s Space! WhatsApp made changes to their pricing model on July 1, 2025, moving from conversation-based pricing to a per-message pricing model. This week’s post focuses on what these changes mean for your WhatsApp

• It's time to say goodbye to Zoho Recruit for me.

  Hello, I have been a Zoho Recruit user since 2013. The tool has evolved, with a better UI, new features and so on. The pricing is still a great asset too. BUT, that being said, important features are not coming fast enough. I tried to share my point of

• change subscription within customer portal

  Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.

• How to make the add-on optional at the time of subscription?

  The scenario is this, we have a service which has optional add-ons. Like the customer who purchased the subscription may or may not want to get the add-on. In our case if the customer choose the addon we have monetary benefit. In case the user does not

• Unable to add attachments to knowledge base anymore

  I have been adding articles to knowledge base in Zoho Desk (as part of Zoho One). Today suddenly i found that I am unable to upload and attachments to the articles. I get the following error: "Attachment couldn't be added." I have uploaded the screenshot

• Advanced factors for multiple scoring rules: Now with Zia scoring automations for all modules

  Greetings all, We're happy to offer improved scoring features by adding extra scoring factors, including Zia Scores, in our multiple scoring rules (MSR) feature. These new factors—which empower existing traditional scoring factors—include criteria for

• Sortie de Zoho TABLE ??

  Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

• Restrict Agents from Editing Shared Custom Views in Zoho Desk

  Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the custom views functionality in Zoho Desk. 🎯 Background We’re actively using custom views to filter and display tickets for different teams based on specific

• Introduction Dario Schiraldi Deutsche Bank Executive

  Hello Everyone, Dario Schiraldi serves as a key leader at Deutsche Bank, where he plays a crucial role in shaping the bank's strategic direction and driving operational success. With a solid foundation in finance and leadership, Dario is committed to

• Is Zoho Shifts included in the Zoho One plan?

  In case the answer is no: there's any plan to make it available via One? Thank you

• Next Page