Enhancements to Zoho Map integration tasks

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• Ashwin Vishal R

  

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• Function #41: Sync Associated Subforms!

  Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",

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• How to print envelope labels from Zoho CRM

  Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho

• Data Import: New interface, improved field mapping, and more

  Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more

• Address labels

  Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal.  First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this

• Print Labels

  How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!

• Mailing labels - Improperly formatted

  All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,

• Printing mailing labels

  The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data

• Pageless mode needed to modernise Writer

  When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

• Zoho Projects - Visual improvement to parent and sub-task relationship

  Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

  Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

• API method to get activity feed in Recruit

  Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?

• Printing Mailing labels

  Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.

• How many groups in Zoho Mail can I make?

  I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!

• Default to Current Date

  I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?

• Widget shows error

  Hi， May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com

• "Spreadsheet Mode" for Fast Bulk Edits

  One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

• Dropshipping Address - Does Not Show on Invoice Correctly

  When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

• Different Company Name for billing & shipping address

  We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

• What's New in Zoho Inventory | Q2 2025

  Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

• Make Packages from multiple sales order of a single customer

  Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

• Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

  Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price

• Print a price list or price book

  Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

• Start Workflow from Deluge Script

  I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

• Add System Pre-Defined Lookup Field to Subform?

  Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

• Global lists for Multi select

  It would be great if I could select a global list to use for a multi select dropdown filed.

• Show Custom Button in Portal Listview Canvas

  I have created a custom button that shows in a list view of deals (internally I can see it). I have permissions to allow this button on the portal. But it is not displaying in the canvas list? Before I do too much leg work, is this function allowed?

• Zoho Survey Enhancements

  We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would

• Work Order Assignment for Engineers Handling Their Own Requests

  I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an

• Zoho Sites "pages" management page

  I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

• AI feature in Zoho Desk suggesting answers based on past ticket threads

  Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.

• Advanced Customization of the Help Center using JavaScript

  Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

• Using a CRM Client Script Button to create a Books Invoice

  Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

  Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should

• Introducing Zoho POS for the Kingdom of Saudi Arabia

  Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, and

• Whatsapp Connection Status still "Pending" after migration

  Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

• Unveiling Zoho Sites 2.0 - A new dimension in website building

  Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

• Subform edits don't appear in parent record timeline?

  Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

• Script Editor not an option

  I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

• Zoho CRM - Writing Assistant Tone

  Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, so

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