Zoho Notebook is transforming. The new version will include exciting new features and a completely new user experience. The initial version will be mobile based, available for Android and iOS. A new web version will be available after the initial mobile release.
With the release of the new Notebook approaching, we're migrating most of your current data to the new version. Once the new version is released, there will be an additional window to migrate your data. We will not provide access to the current Notebook after the release of new version. The following data will be migrated upon request:
-
All Simple and Rich Text
-
Lists
-
Images
-
Audio
-
URLs
Please Note: Not all data will be available for migration. Data not available for migration includes:
-
RSS, File, Video, and Hand Draw objects
-
Writer, Sheet, and Show objects and Pages
-
Web pages
-
Notebooks and/or Pages that have been shared with you
In addition to certain data not available for migration, the new Notebook will not support the following features:
-
Tags and comments
-
Sharing resources
To ensure your transition to the new Notebook goes as smoothly as possible, please convert all unsupported formats to any of the supported formats listed above. If format conversion is not possible, we recommend you save your data locally, or by taking screenshots. Writer, Sheet, and Show files will remain available in Zoho Docs, but will just not be automatically linked with the new Notebook. To preserve data that has been shared with you, we recommend copying that data to a new Page that you own so it will be migrated by default. Furthermore, deleted resources will not be migrated. If there is any data in your Trash that you would like to migrate, please restore it.
We will soon be announcing the release date for the new, mobile Notebook. To receive our announcement email and further updates, please go to zoho.com/notebook .
Frequently Asked Questions
Q: What platforms will support the new Notebook?
A: The new Notebook will be initially available on iOS and Android, on both tablets and smartphones. Native apps and web versions will be available later.
Q: During the data migration, will you also migrate notebooks that were shared to me?
A: No. Only the notebooks you own will be migrated. Sharing information and permissions will not be migrated in the new Notebook.
Q: How do I manually backup my data?
A: You can go to notebook.zoho.com, choose the notebook you want to backup, and then choose the "export" option. You can export your notebook to HTML & MHTM formats. This can be done for notebooks as well as individual pages.
Q: Will my Notebooks, Pages, and objects be altered during the migration?
A: Your data will not be altered, however, the new Notebook will structure your data in a slightly different way. Notebooks will be migrated as Notebooks while Pages and Objects will be changed to "Note Cards."
Q: Will deleted content be migrated from the old Notebook?
A: No. If you have any data in your Trash that you want migrated, please restore it.
Q: I want to participate in the beta program for the new Notebook. How do I sign up?
A: Please go to zoho.com/notebook to sign up for all Notebook-related updates, including the opportunity to test a beta version of the new Notebook.
Q: Who should I contact if I have further questions about Notebook migration?
A: Please contact support@zohonotebook.com
Recent Topics
Knowledge base bug - Error: Article couldn't be updated.
It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
Is this possible with Campaigns?
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
How to view two portals (Zoho CRM & Zoho Books) in single login
Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
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
Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
Zoho Flow or Schedules
I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
Updating Bounced Contacts in Campaigns to the CRM
The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
Bandwidth, voice and poor video
Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience. While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken. We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
No Hope for Zoho Meeting
Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
Associate Email API Internal Error
I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the
Contacts Don't Always Populate
I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>
Please help me with this. Sending of mails is blocked.
Segmenting Contacts Based on Product Purchased
I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
Update a lookup field in CRM from Creator using deluge
I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have
Urgent Assistance Needed with DKIM Verification
Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
Someone made ActiveSync and Autodiscover work, with iOS and macOS
Hi, I'm trying to set this up for the fifth day now and I"m not getting anywhere. Weird thing is that somewhen in the beginning, I had it working, when I still had VirtualServers and certificates mixed up. But now it's all fine, I have the XML file from
How do I attach tasks from one task to other tasks in the same project
How do I attach tasks from one task to other tasks in the same project
Not able to change colors help center
Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?
Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action
Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
Change format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!
Ticket Views: filter criteria -> dynamic date values in relation to the current date
Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
Captchas: No support for Google reCAPTCHA or similar
Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
Maintain consistency in ticket responses with shared snippets
Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
Tickets - Zoho Desk
Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
Automatically assign Contacts to Account owners
Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
Making Copies/Duplicates of Zoho Forms (Shared)
Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
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
Can you help us creating a customised form with payment link?
I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
Deleting or disabeling predefined ticket list views
Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
How to restore deleted Field
I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that
Unable to load your extension. Please check your plugin-manifest or Resources.json.
Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
No Sales Returns on SO's with Dropped Shipped items + Inventory Items
We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
Layout Rules / Quick create
Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
Issue with Create Note Button and Popup Form in Leads Module
Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
Finding draft ticket replies
Is there a way to see all tickets which have draft replies?
Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One
"La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de
Next Page