The month that was at Zoho Workplace | May 2023

• Topic Participants

• Ranadive E

  

• A Human

  

• Sticky Posts

• Zoho Workplace gets yet another security boost: The addition of Zoho Vault

  Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

• Updates in Zoho Workplace applications | Dec 2023

  Hello Workplace Community, Hope you're all doing good and staying safe. Last December, we have released quite a few new features and enhancements across the applications in Zoho Workplace. Let's take a quick look at them. Zoho Mail Subject-based email

• Updates in Zoho Workplace applications | Oct and Nov 2023

  Hello Workplace Community, We wish you all a Merry Christmas! 🎄 Hope you're all doing good and staying safe. This Christmas, we have quite a few treats in the form of new features and enhancements across the applications in Zoho Workplace. Let's take

• The month that was at Zoho Workplace | September 2023

  Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have quite a few new features and enhancements for the month of September. Let's take a quick look at them! Zoho Mail New languages support Zoho Mail now supports

• The month that was at Zoho Workplace | August 2023

  Hello Community, Hope you're all doing good and staying safe. The Zoho Workplace applications have got quite a few new features and enhancements for the month of August, 2023. Let's take a quick look at them: Zoho Mail Prevent your catch-all from getting

• Recent Topics

• HOW TO USE ZOHO

  IDK

• Zoho account sign in with passkey

  Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

• Pivot table with Text values - "Matrix Report"

  User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

• Canvas View in Zoho Recruit

  Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

• Can Wisestamp email signature be use with Zoho mail?

  Does a Wisestamp email signature work with Zoho mail?

• WiseStamp

  WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

• Power BI connector (Zoho Creator) to Zoho Projects

  How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

• Update your Google connection with Zoho TeamInbox

  Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

• Possible to backdate Stage shifts in Deals module?

  I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

• Easy way to delete attachments

  I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

• Sites Speed and Performance Grades

  I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

• Integrating Quotes with leads Information

  Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

• Flow to follow up on trade fair contacts

  Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

• Unknown error occurred

  Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

• Zoho one

  I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Emailing lookup field but placing this as an ID or number rather than text

  Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

• Search mails in shared mailbox

  Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

• User Emails Blocked

  Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

• Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

  The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

• Is it possible to hide Developer Space for all user in Zoho Projects

  Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

• API (v2) Search Criteria using CONCAT

  With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

• Weekly Tips: Stay Focused with Email Snooze!

  New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right

• Schedule Zoho CRM reports only on Business Days

  Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

• Zoho Payroll's Year in Review 2024

  As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Multiplying Weight of product by Quantity

  I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that

• 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

• Frontal interview scheduling - room availability in office using Google Workspace?

  Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability

• Add and Remove Agents from Departments and Groups in Zoho One

  Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

• Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

  J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

• Introducing Hiring Pipeline for Vendor Portal

  Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiring

• Unlocking New Horizons: A Year in Review

  As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

• Address Grabber function for Zoho

  I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know

• Integrate zoom with zoho bookings please; or add optional times in zoho meetings

  Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.

• Add Owner to deluge-created module record note

  Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Unique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently

  When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• Iteration through a list - Coming up against a "Failure to update function" error

  Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'

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