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• GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

  ¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la

• Recent Topics

• How to deduct expenses from a payment

  I am trying to take a gross invoice payment in Zoho Books, deduct some expenses from it, and get to the net amount in one transaction. I can do it as multiple transactions but that won't match my bank account entry. Any help is greatly appreciated!

• How to update a custom checkbox field on Deals created only during Lead Conversion?

  Hello, I’m trying to solve a specific scenario in Zoho CRM: I have a custom checkbox field on my Deal record. I want this checkbox to be automatically set to “true” ONLY if the Deal was created during the Lead Conversion process. However, if a Deal is

• "Fail to update" error in Zoho Notebook

  I am getting a "fail to update" error repeatedly in Notebook when I try to update one of my existing notes with a screenshot. Are there limitations on how large a note can be or what can be included in a file?

• 【参加無料】3/19 東京ユーザ交流会 参加登録 受付開始！(新橋開催)

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月19日(水)に東京、新橋でユーザー交流会を開催します！ 今年最初のユーザー交流会 東京・新橋では、Zoho Champion の松井さん、鈴田さんが登壇します。 Zoho CRM活用事例のセッション、参加者同士で自社の活用・運用について情報交換ができるグループワークや、CRM / Marketing Automationに関するパネルディスカッションも予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

• Presence of draft messages are not obvious

  I can't count how many times this has happened to me.  It's at least 20 or 30 times. I go to compose a message to a customer on a ticket, I think I hit "send" but maybe it didn't register, or I moved off the tab for another task and then closed the tab

• カスタム関数で新規レコードを作成する際のレイアウト指定方法

  受注書からカスタムボタンで発注書を作成する関数を設定し運用しています。 発注書の新規レコード作成時に、標準（Standard）以外のレイアウトを指定したいのですが、設定がうまくいかず悩んでおります。 https://help.zoho.com/portal/en/community/topic/record-layout-and-api https://help.zoho.com/portal/en/community/topic/solution-deluge-script-to-determine-the-default-layout-for-a-given-user-to-be-used-when-creating-a-new-record

• Customer Fields Mandatory

  Hello, please give us the ability to make certain fields under customer information a mandatory entry. We sell engine blocks so it is important for us to have the customer's full name on the invoice so we can track who an engine was sold to, because engines

• Update ticket via import.

  Hi Zwitch team imported my tickets from freshdesk. Nice job but there is 2 pb 1st: we made mistake in agent email then ticket of this agent are unassined after zwitch import 2nd : zwitch does not take time entries. Then I got an idea. I exported from

• How to have sub heads in Salary account

  Hi How can i have sub heads under salary account, we tried but it is not allowing us to create sub heads Thanks Alka

• Whatsapp groups support

  Hi Can we use whatsapp groups with zoho desk I have managed to link whatsapp channel , howeer when i connect my whatsapp number in a group, it does not trigger a ticket in zoho desk. thank you

• how to create link between Zoho Form and Zoho Tables

  We use Zoho Form to collect data from clients, and how to set link to upload certain data to Zoho Tables automatically while a form is submitted. It will make the whole process effectively.

• What's new - Reminder and Sorting

  Greetings from the Notebook Team,   We're happy to announce that you can now set reminders for individual note cards and sort your notes. These additions are available in the latest version of Notebook, across devices.   Reminders: Sometimes after taking a note you need to be reminded about it. We can remind you through email and push notifications. To set a reminder, simply open a note, tap the three dot icon at the bottom right, and select "Set a Reminder."   Note Sorting: Finding and organizing

• Make collecting payments from your customers in Bigin easier with payment links

  Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets

• SalesIQ

  Hello, Anyone, please guide us how we can integrate salesIQ with shopify I have contact SalesIQ team they said its possible with PLUG, some please guide us how we can create PLUG and create flows like order status, product recommendation, if visitor ask

• How to join a meeting?

  One to one calls work perfectly fine within Trident. Though I see no option to initiate or join a scheduled multi-user meeting there. If a meeting is already in progress then a click on "Join Meeting" buttons takes me to the browser instead of joining

• Embedding social media feed into a website

  Are there any tools or widgets available from Zoho that will allow embedding live social media feeds to a website?

• zoho One authentification sends SMS to former phone number

  As admin I changed the phone number of an employee on her zoho one account. Unfortunately, zoho authentification still asks the user for a code sent to the former phone number. The user deleted the browser cache several times, but we have no idea why

• Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled

  Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes

• Please Add StatusIQ to Zoho One

  Hi Zoho One Team, I hope you're doing well. We would like to request the inclusion of Zoho StatusIQ as part of the Zoho One suite. Since StatusIQ is already a Zoho product, integrating it into Zoho One would provide organizations with a powerful tool

• How to do the equivalent of object.Parent.Grandparent.Field in Creator?

  I have a form with a parent form and I frequently want to access the parent form data from the UI. One concrete example is an Inventory report. The Inventory has a Product and the product has a classification. I would like to display inventory.Product.Classification

• how to get the status of customer in the customer portal using deluge script

  From the knowledge I knew, thisapp.portal.profileForUser(); This script able to get the permission of the customer. But, how to get the status of customer (the status I referred is Approved Customer, Pending Customer and Unconfirmed Customer) using the

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Zoho Inventory: Get Items with sotck on hand in different warehouses in a single shot

  Hello, Is there a way to get all the items with their stock properties per warehouse in a single API call? I'm trying to use this: https://inventory.zoho.com/api/v1/items?organization_id=organizationId it's returning: "item_id": "2767260000000074112",

• Social Selling: LinkedIn Unified Inbox within SalesInbox

  Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inbox

• Unable to integrate Whatsapp Messaging into Zoho CRM - Business Messaging

  Hello, I want to set up Business Messaging in our Zoho CRM and am struggling to set it up. I have logged into the account and our facebook business page, our business shows in the dropdown for WhatsApp Business Account but does not for WhatsApp Business

• Automatic field update for Date field with current date + 5 business days?

  I have a custom module which has several stages, and each stage has a deadline. How can I go about updating the "Deadline Date" field to be the current date + 5 business days? Cant find a way to do this with Flow or Blueprints

• How Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline

  Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about the

• How to track email open/clicks/bounces in campaigns in Zoho CRM

  I have sent out a mass email to contacts in my campaign on Zoho CRM. I get a signal notification every time an email is opened, clicked or bounced, but this does not automatically update the Campaign Member Status to the appropriate value. Is there a

• [Resolved] Bug Subform delete row ?

  Hi, I noticed that there was a delay when deleting a row from a subform. I have a script that updates price fields, but when I delete a row, the first row isn't updated, but it is updated on the second row deleted. Here's a video, as well as my script.

• What's New in Zoho Analytics - March 2025

  Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,

• Free Webinar Alert! Transforming Enterprise Workflows with Zoho Workplace and Projects

  Hello everyone! We have exciting news on our webinar front. Our next Workplace webinar is here, and this time, we're collaborating with Zoho Projects. We'll showcase how this powerful integration can be the perfect solution for your seamless project management

• Client Script $Crm.user.role returning undefined

  Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.role

• brackets to be used in COQL's Where.

  I use version 7 COQL to get Deals. It seems that I need to properly enclose the criteria in brackets in the Where, but I don't know the criteria to enclose them. I need to specify quite a few criteria in Where, so I would like a clear explanation. I am

• Once again, Zoho Tables downloads are failing

  We have a table from which we must download monthly. The downloads have failed in the past, and they are failing again today. Our preferred format is CSV, but we can, if necessary, take an Excel file and convert it to CSV. Unfortunately neither download

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• how to check total number of customers utilized (Is totality, not per application)

  Hi all, How to check total number of customers utilized (Is totality, not per application) For example, I have two applications Application A (10 customers are using) and Application B (5 customers are using) I wish to get the value of 15 customers. I

• Grouping Forecast Achievement by Month

  Hi all I have the Forecast setup in CRM and I now want to create a dashboard widget on my manager dashboard to show our achievement against target by month. I can't see a way to group by forecast period or by forecast month in the settings for the dashboard.

• Cannot Access Admin Console

  Hello, After I upgrade from free mail to Lite Mail I can't access Admin Console. Always stuck like that. Please help, thank you. Regards, Arman

• Automatically Update Amount Field in Deals

  After a Sales Order is assigned to a Deal, I want the grand total of all associated Sales Orders to be automatically summed and written to the Deal's Amount field. The idea is to prevent users from manually changing the Amount. I'm finding it hard to

• Zoho Meeting vs. Zoom Meetings

  Where are apart of Zoho One, we currently use Zoom meeting for our weekly sales meeting. Would Zoho meeting have the same capabilities?

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