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• Raul Hernandez

• Sticky Posts

• 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

• Ticket/email attachment automation

  Is it possible for a ticket to grab any attachments included in the email chain(s) and add them as ticket attachments?  Or at least is there a better work-around than saving attachments to a workstation and then uploading them to the ticket? What is the best workflow others have found to include files sent to and from clients in tickets?

• custom candidate status

  how can I customize the candidate statuses (referenced to job opening). The default list can not be edited.

• How to... Automatically update a field in "Contacts" that i change or add in "Accounts"

  Hi There HELP ;_) I have a field in ACCOUNTS called REPS that has drop down options (Global Drop down List) I want to Update a field in CONTACT called REPS (Global Drop down List) automatically for all contacts associated to the Company in Accounts I

• Is there a way to select all notes in a notebook at once?

  I am trying to move notes into other notebooks but I can only select individually at the moment ( holding control allows adding to selection but it's tedious when there are a lot of notes and if I mis-click I have to start again.

• Notebook freezes mobile

  Hi I'm very happy to have found an alternative to Evernote! But when using Notebook on my Android mobile, it freezes. Typing gets very slow. I need to exit the app, and when I do so, my screen becomes black and need some time to give access to the phone

• Setting Duration for Tasks

  Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.

• Zoho Learn Add members to a course API issues

  Hello, Been having an issue with the add members to a course API for quite some time now. uids = list(); uids.add(ZUID); paramMap = {"userIds":{"" + uids + ""}}; addmember = invokeurl [ url :"https://learn.zoho.eu/learn/api/v1/portal/" + portal + "/course/"

• Version Update in Writer Desktop Apps?

  Are there plans to add the ability to check for updates within the Writer desktop apps? There seems to be no simple way of knowing if newer version are available for download.

• Using Direct Assignment Automation for Keywords in Tickets

  Hello, I'm trying to use the Direct Assignment automation to move a ticket from one department to a different one based on a keyword found in the tickets subject OR description. SAMPLE:  Ticket Create (Checked) Ticket coming to - Dept A Criteria - Subject contains keyword OR Description contains keyword Move Ticket to - Dept B Assign Ticket To - Unassigned I saved and tested this by sending emails to Dept A using the keywords, but it keeps sending it straight to Dept A. Am I doing something wrong

• API issue: list invoices endpoint no longer returns custom fields

  Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,

• Add the new Home Widgets and Social channels to the signature landig page chat?

  the landig page chat window does not show the new features of home widgets and social channels How can we add them to it?

• Custom Page title

  Hi how can we set a custom page title? like<title> in html Now it displays my username as the page title for dashboards and all other forms. It should be good if the user visits the dashboard page then the title is Dashboard.

• Schedule Flow on Last Day of Month

  Is there a way to schedule a flow to run on relative terms like last day of month, first Monday of month, 5th day of month, second Tuesday of month, etc?

• Support more fonts

  I am writting in Hebrew and I must have fonts that looks good in Hebrew, Such as Calibri or Arial . You don't support them and all current fonts looks very bad. Also a default of RTL (Right To Left) for the noes would be appreciated.

• Participe dos encontros exclusivos Zoho User Groups (ZUGs)

  Temos um convite especial para você! Participe dos Zoho User Groups (ZUGs), encontros presenciais que conectam usuários, especialistas e parceiros da Zoho. Esses eventos são a oportunidade perfeita para compartilhar melhores práticas e descobrir como

• Zoho Projects connector with Zoho CRM (Related List module) features

  Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,

• Task created from Email Alias

  When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias

• Meeting schedule proposal

  We are currently working on creating meeting invites for Outlook through Zoho Deluge. However, we have encountered an issue when a client sends a proposal for a new meeting schedule. In this case, we are only receiving the status of whether the client

• Is there any limit on creating stages in pipelines in Bigin

  Thankyou.

• Zoho Account's domain removal process

  As part of our domain clean-up process, we plan to remove domains that have not been renewed. Why this matters Zoho handles a large number of domains added by organizations daily. However, many organizations stop renewing domains they no longer need,

• Formatting in translated survey

  Hi, I'm putting together a bilingual survey that has some basic formatting (line breaks, italics, email links) in some of the "descriptive text" boxes as well as the survey conclusion page. Unfortunately, attempting to reproduce this formatting on the

• Matrix Grid Formatting

  Is it possible with a matrix grid question to lock the columns so when the respondent scrolls to a row that is farther down the screen, the column questions are still visible?  Similar to freezing rows in Excel? Also, is it possible to make the column of row choices or columns shorter?  I'd like to have them all viewable on one screen, so the respondent doesn't need to scroll right.

• Zoho CRM Workflow Function Not Receiving Field Data – All Values NULL

  Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flow

• Lead distribution in round robin model

  Hi, I would like to propose the lead distribution functionality to the sales team in a Round Robin model. The idea is to allow a sales team to receive their leads in order of entry for each salesperson. I understand that Bigin's automations are simpler than other platforms and I think they should continue to do so. But a simple adjustment can allow leads to be distributed to predefined users in a given profile. In this case the process would be: 1. Create a new user profile and associate salespeople

• Currency "question" in Zoho Survey

  Hello! It would be awesome if you could add a "currency textbox" to the question types in Zoho Survey. We are a company for energie management and we ask for a lot of amounts with decimal places in our surveys. We would appreciate this! Thanks and best wishes, Esther

• Is there a way to access (2) or more modules when creating a report?

  I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appears

• Marketer’s Space - Automating CRM Actions with Journeys - Part 1

  Marketing and sales go hand in hand, yet teams often struggle with inefficiencies in lead management. Leads may go cold due to delayed follow-ups, and valuable prospects might get lost in the shuffle. This is where integrating Zoho CRM with Zoho Marketing

• Export report to csv via deluge script

  Hi, is it possible to export a report into a CSV file from a deluge function? If so is there a limit to the number of records that can be exported? In my system I need to create a CSV file (actually I'd need an XLS file but I think XLS file has a narrower

• Folders for CRM Dashboards

  Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.

• Function-13: Add Invoice grand total in words with the click of a button

  Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used.  In the US, period (.) is used as decimal separator where as in Germany,

• VAT Payment South Africa

  Hi I am currently using a single VAT account to record all input and output VAT. I make bi-monthly payments on this account and cannot find the correct way to process them as to reduce my VAT liability.  Can you please advise on what the correct procedure would be as I have currently been using a manual journal which doesn't seem correct. Thank you

• support@zohobackstage.com emails being sent to wrong recipient

  At the moment, emails from support@zohobackstage.com regarding updates and changes being made to our event sites are being directed to an employee who no longer works at my company. I've gone around try to find how I can have these emails sent to my address,

• Public form

  Hi, I have been trying to develop a project feedback system using zoho creator. The feedback form should be public for that I have created a feedback form and published it so anyone with the link can submit an entry. The problem is im using lookup field

• Cliq Bots - Post message to a bot using the command line!

  If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

• Default Payment. Terms on Imported Invoices

  I am importing invoices using data from our production software. I do not import payment terms. I noticed that when the invoice is created, it does not use the default Payment Terms defined in the Customer record. It creates the invoice with "Due upon

• Zoho Workdrive for Office, "vsto runtime not found"

  Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

• Hubspot to Zoho: You have exceeded the migration limit for your organization.

  hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked with

• Upcoming Webinar: A Fireside Chat about Advanced Approvals with Zoho Forms

  Hello form builders! Struggling with approval bottlenecks? Join us for an exclusive live webinar where we’ll walk you through Zoho Forms’ Advanced Approval workflows and how they can help you: Set up multi-level approvals with customized rules. Automatically

• Receiving "API request's body is either missing or incomplete." error

  Hi, I am attempting to call the Creator API V2 Delete Records function from a CRM function and receiving the error " {"code":3020,"message":"API request's body is either missing or incomplete."}". Below is a code snippet with some URL variables removed:

• 【Zoho CRM】問い合わせタブのアップデート

  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。 今回は「Zoho CRM アップデート情報」の中から問い合わせタブのアップデートをご紹介します。 問い合わせタブ上で関連するメールをまとめて確認でき、さらに同じ画面から個別または一括でメール送信ができるようになりました。 ※「問い合わせ」タブとは問い合わせ管理に特化したタブです。 【目次】 問い合わせタブからのメール送信 メール関連リスト 一括送信 フィルター メールのレポート 【過去に送信したメールの確認方法】 問い合わせタブを選択したあと、任意の問い合わせをクリックすると以下キャプチャのような詳細画面に遷移します。赤枠で囲われている箇所で過去に送信した問い合わせを確認することができます。

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