Zoho Projects Roadshow, ANZ - 2025

Dear Users,

 

We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho Desk this is an excellent opportunity for to understand the full scope of the Zoho ecosystem with the Zoho Projects integration.

Agenda:

• Learn Effective Strategies: Optimize your workflows and boost team productivity.
  
• Hands-On Experience: Practical, hands-on experience with Zoho Projects and utilize it effectively for your business.
  
• Unlock Advanced Features: Advanced capabilities and see how successful teams use Zoho Projects.  
  
• Powerful Integrations: Expand the scope of the project management tool with integrations with Zoho CRM, Zoho Books, & Zoho Desk.
  

Date	City	Registration Link
May 26th, 2025	Melbourne	Register Now
May 28th, 2025	Auckland	Register Now

P.S: We have an early bird discount if you register on or before May 10th, 2025.

Regards,

Chaitanya

• Topic Participants

• Chaitanya Mella

  

• Sticky Posts

• Sandbox - Your Secure Testing Space in Zoho Projects

  Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making changes directly in a live environment can disrupt production as it does not leave room for trial and error. Sandbox in Zoho Projects

• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Zoho Projects - Quarterly Updates | Q1 2025

  Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from

• Analyze Project Trends with Power BI Integration for Zoho Projects

  Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility

• Recent Topics

• Extensions 101 webinar series: Build, integrate, and monetize with extensions

  Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

• Zoho WorkDrive 5.0 : d’un outil vers une solution intelligente de gestion de documents

  Dans un monde de plus en plus orienté vers les données, les entreprises doivent non seulement gérer une masse croissante de données non structurées, mais aussi en extraire des informations stratégiques. L’intelligence de contenu répond à ce besoin en

• ZOHO Reports is not Working !

  This error is coming up: Please fix it ASAP. Sorry!! Unable to display this page Sorry, an unexpected error occured when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page. 1. The error has been logged and will be looked into. 2. It would be of great help if you could provide us with additional information using the feedback link.

• Kaizen #191: Implementing "Login with Zoho" using Python SDK

  Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how

• Comment gérer vos colis et expéditions dans Zoho Inventory

  La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison. Un système de gestion des colis présente plusieurs avantages. Livraison dans les délais prévus

• Zoho Cliq 4.0: Zoho Cliq Android TV application

  Zoho Cliq is a powerful communication and collaboration platform that allows teams to stay connected and get work done from anywhere, at any time. One of the latest additions to its suite of tools is the Zoho Cliq android TV app, designed to make it easier

• Is there a way to set Document Owner/Sender via the API

  When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

• Proposal for Creating a Unique "Address" Entity in Zoho FSM

  The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

• Zoho Bigin | Adding users to a deal in bigin

  Hi, One of our ongoing POCs required adding users to a deal in Bigin. I found that we cannot add individuals using custom fields when we have an Express license. Is there any way to do it?

• Two-Way Sync Zoho CRM Custom Module with Zoho FSM Company Addresses

  Business fact: Many companies don't just have one location. They have multiple locations (some have many), with addresses we need to know for service, deliveries, etc. We have created a custom "Sites" module in Zoho CRM to store an Account/Company's addresses

• How to Send Automatic Warning Email After 3 Late Arrivals in Zoho People?

  I’m looking to set up an automation in Zoho People where a warning message is automatically sent to employees who have 3 or more late arrivals within a specific time period (like the past 30 days). Here’s what I’m trying to achieve: Monitor employee check-in

• Is it possible to set create deal checked by default when converting a lead?

  In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.

• Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

  I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?

• Is it possible to use filters in zohosite.

  Is it possible to use filters in zohosite. Example: we uploaded video, audio, pdf in one page. If I want to see only the video. Then, I will select the video which is shown in the filters.

• Poor Search Results on Zoho CRM

  The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

• Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0

  How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially across

• Workdrive 5.0 / API Documentation Workflows

  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

• Mandate Assessments in Zoho Recruit's Candidate Application Form

  We're excited to announce the Include Assessment option for the Candidate Application Form, which lets you display the pre-screening assessment associated with the job opening along with the application form fields. This ensures that every candidate applying

• Does Zoho US Payroll now support employees in multiple states?

  Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Create Login Pages in Zoho Creator

  Hello everyone, I have a question, is it possible to create a login page that is connected to the database in the zoho creator report? The email and password typed in the page will match the one in the database. attached is the image of the page that

• Zoho CRM Notifications API - Channel Expiry

  Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low code

• Zoho RPA is now available in your Zoho One bundle!

  Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

• Getting error while while deleting from Activities Object

  I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method type

• Color of Text Box Changes

  Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

• Simple Text Search Function

  Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

• Unveiling Zoho CRM's New User Interface - The NextGen UI

  Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional

• Product Updates in Zoho Workplace applications | April 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this April. Zoho Mail Filters for incoming emails in Shared Mailbox Simplify the management of incoming emails in your Shared

• Deluge script for purchase receive

  Trying to create purchase receives.... receive.put("purchaseorder_id",poId); // purchase order associated ... receive.put("line_items",itemList); result = zoho.books.createRecord("purchasereceives", orgId, receive); info result;...... {"code":9,"message":"Purchase

• Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA

  You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding

• US military addresses

  When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links

• Renew an expired subscription

  Hey Zoho officer, My subscription was expired yesterday, but I did not notice until just now. How can I renew the subscription even it is expired? The website is really important for our publicity. So I hope I can still review the domain and website. Thanks!

• How to normalize CRM module when integrating with Survey?

  This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey

• ZOHO CRM reverting contacts details

  Hi! Anyone else had a problem where +- at 20:00 NZT email addresses and company details reverted back to the ones that was previous changed? We had about +- 30 odd notification come through last night and had to go and change all back manually.

• Zoho CRM Developer Series - Queries

  Hey everyone! We’re excited to invite you to our next Zoho CRM Developer Series focused on Zoho CRM Queries, happening on June 5, 2025 and June 26, 2025. Whether you're working on CRM customizations, integrating with third-party services, or just curious

• Announcing Zoho Community Developer Bootcamps in India – Extensions

  Hey everyone! We're back with another line-up of Zoho Community Developer Bootcamps in India! Following the success of the first leg of bootcamps on Extensions, we're now ready with the second leg. These bootcamps focus on empowering developers of all

• Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

  Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

• Announcing New Features in Trident for macOS (v.1.19.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage

• View Answer Bot conversations?

  We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

• ZOHO Sheet View for Activities

  Hello I am beginning to look at importing previous events into activities as utilizing events as timeslips for engagements, we have added fields such as duration, billable, etc. However to use Events on a regular basis would require the ability to use

• Next Page