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• Walker, Lee

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• Sticky Posts

• Announcing Zoho Analytics 6.0 Beta!

  We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team

• What's New in Zoho Analytics - August 2024

  Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data

• We are coming to your city! Zoho Analytics Community Meetup

  Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing

• Zoho Analytics: 2021 Look Back

  As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021

• [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

  Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO

• Recent Topics

• can I link a contacts to multiple accounts

  can I link a contacts to multiple accounts

• Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

  Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

• Can documents attached to different ZohoForms automatically go to different OneDrive folders?

  Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record

• Kaizen #126 - Circuits in Zoho CRM - Part 1

  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

• Mail is no longer populating CRM contacts

  Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.

• Custom field doesn't fill when converting sales order to invoice

  Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

• TeamInbox down?

  Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F

• Increase subscription prices for existing subscriptions

  Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to

• Purchase Requisition in Zoho Books

  I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >>  GRN/SRN ( Goods/Services receipt note) >> Bill

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Confirmation prompt before a custom button action is triggered

  Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

• Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

  In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• Custom emails for Portals not working

  I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.

• Switching scheduled webinars from Live to On-demand

  Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks

• Zoho CRM v2.1 deprecation or sunset plans ?

  Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when

• Forex Bank Refund Entry

  Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid

• Auto-Populating Custom Field

  This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated

• How can i Customize Delivery Note?

  I need to customize delivery note like change the tittle for language purposes and also include only the balance due

• Delivery note template

  We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

• INTERCOMPANIES INVOICING

  Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

• How to Add Break line / Return on button click

  I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i

• Zoho CRM Theme Color?

  I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

• How can i force the user to select a project when creating an invoice ?

  Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.

• Sales

  1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?

• Include Project Hours when Creating Estimates from Projects

  Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given

• acc

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//

• South African Payment Gateways

  Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• CRM Implementation

  I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?

• Automate data upload process like reports

  I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way

• Zoho Creator Upcoming Updates - December 2024

  Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

• Zoho Social integration with Zoho Flow

  Is there any plans for Zoho Social integration with Zoho Flow?

• Custom API - Need to create a string return value, not only MAP

  @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

• How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

  1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory

• Marketing 2.0 has been a catastrophe

  Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.

• Pop Up

  Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

• Cannot average "Duration (Time)" from Pick List History Tracking in Reports

  Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar

• Field Update: can't find a custom multi-line text field in the options list

  I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I

• Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

  Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on

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