Enhance document navigation with headings and TOC

• Topic Participants

• Shri Rakkshaa Gk

  

• Aashok Kumar Sharma

  

• Sticky Posts

• 8 Neat Tricks in Writer You Should Know About

  Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing

• Tip #26: Filter your records before merging a document

  Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging

• Tip: #11 Collaboratively fill documents with your colleagues and clients

  Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You

• Tip #07: Five best defaults in Writer you can change to complement the way you work

  Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style

• Tip #06: Make the best use of Zia in Writer

  About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your

• Recent Topics

• Export Invoices to XML file

  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

• Client and Vendor portal at the same time

  We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal

• Integrate Multiple ZohoBooks organization with zoho projects

  We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

• ZOHO CRM Button Integration

  Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page

• Ways to calculate the difference form two years or months

  Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from

• Zoho CRM strips whitespace in text fields

  When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?

• Career site URL - Suggestion to modify URL of non-english job posting

  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

• Uplifted homepage experience

  Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• How to update "Lead Status" to more than 100 records

  Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

• Introducing Contract Settings & Backdated Contracts in Zoho Contracts

  We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements

• Celebrating our customers on International Client's Day

  Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful

• Zoho Books | Product updates | February 2026

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

• Faster Ticket Response with use of Snippets in comments

  Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets

• Improving Zoho Creator's email deliverability

  Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender

• What's New in Zoho Billing | February 2026

  February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions

• 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

• Can we rely on order of returned ids when inserting multiple records?

  Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response

• Displaying only unread tickets in ticket view

  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• Best Way to Manage Approvals Within Blueprint Stages?

  Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement

• Zoho Books: tax is not automatically pulled from product-data anymore - why?

  Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

• Issue creating a YTD report with last years numbers

  I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data

• Brand Studio Projects in Analytics

  Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,

• Manage Testing Process in Zoho Sprints

  Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early

• Announcing the Zohotshots of the ZDC Hackathon 2025

  Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of

• 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

• Dynamic image in form works in the app but not on the customer portal.

  img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");

• Candidate Assessments, no workflows.

  I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if

• Mail Merge in Zoho Desk

  Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.

• Workdrive backup and default storage selection

  Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the

• Sync your CRM Tasks with Zoho Projects

  Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,

• Tax in Quote

  Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

• Zoho vault filling in a form it's not supposed to fill in

  Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

• Zoho Booking Integration with Desk

  Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change

• Let us view and export the full price books data from CRM

  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

• Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

• Organization wide Account and Contacts Visibility/Sharing Capabilities?

  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

• Quickbooks Integrations Stopped Working

  All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.

• Notification of Interaction Assignment

  If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering

• Next Page