💡 Feature Request: Custom App Bundle Plan (Pick Only the Apps You Need)

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• My Zoho Story #19 - How and IT service provider, CTSP, are streamlining customer support using Zoho

  My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent 'My Zoho Story' took us to Australia

• My Zoho Story #18- How Mirage Visual Limited achieved enhanced customer service experience, using Zoho

  My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent interview with Sam Blenkiron from Mirage

• My Zoho Story #17 - How Superior Trucking Payroll Service scaled their business with Zoho

  My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. In our recent episode, we had the opportunity to

• Update on the upcoming Zoho User Group meetups - Q1

  Hey Zoho Community!  How're you all doing? We have an important announcement about the Zoho User Group meetups this quarter - Owing to the looming threat of COVID - 19, we're recalling several of our ZUG meetups that can't be run locally and are pulling back our Zoho teams who have traveled for these events. We have also suspended Zoho meetups run by our local partners and user group leaders as we do not want any of our users to come in harm's way. For those of you who have not seen the email about

• Eighth day of Christmas - Zoho Recruit

  Check out the story behind our sixth day of Christmas post. ​ The eighth day of the 12 days of Christmas relates to Zoho Recruit  "On the eighth day of Christmas my true love sent to me: eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree." The eight maids walking up with portfolios in their hands signifies Zoho Recruit's recruitment solutions built to provide diverse, end-to-end

• Recent Topics

• Should I Use DMARC?

  When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

• Introducing Profile Summary: Faster Candidate Insights with Zia

  We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

• 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:     {

• How to move emails to Shared Mailbox?

  Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

• Collaboration with free plan user.

  Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?

• Send email template "permission denied to access the api"

  Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

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• Connection to other user

  Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.

• Missing information data Zoho inventory

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• In arattai received message can't be deleted

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• Analytics Portal

  I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

• Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

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• Zoho Books API invoice email bouncing with 'relaying-issues' error

  I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,

• How do I filter contacts by account parameters?

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• Zoho Writer to Zoho Sign Template Misalignment – Request for Community

  We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates

• Account blocked

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• IF Formula

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• View comprehensive logs of all actions in Custom Module History

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• Track ZohoForm Conversion using Postmessage event

  Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the

• Email task creator when task is updated/marked complete

  I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

• Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

  Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

• How to implement calculating average value of averaged values?

  Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the custom

• Zoho Recruit update published job boards

  If we have a job thats already posted on several different job boards and we edit this job in zoho recruit (e.g. the description of the job), does this then automatically update this new information to all the published job boards?  If not, how does the

• Narrative 14: The magic bazaar of Desk

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• Collections Management: #2 Late Payment Automation

  "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.

• Create a table in the layout section of modules

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• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

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• Power of Automation :: Automatic Task Status Handling for Users

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• Question - why no way to input a 'tool description' and 'tree of 'tools'

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• Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

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• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Suggestion to improve zoho writer

  I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

• Can I create a custom function for chart of accounts?

  I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.

• billing

  hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl

• Automatic Matching from Bank Statements / Feeds

  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

• Unable to confirm Super Admin assignment — confirmation button not working

  I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

• Inactive Items - Make Less Prominent by Default

  Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

• How to unlink a SAML user from the existing Zoho Desk user (domain change case)

  Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d

• Automation#36: Auto-create time-entry after performing the Blueprint transition

  Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

• Feature Request: Reviews

  Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.

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