Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019



Hello all,
 
We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019. 
 
What's in the first half?
 
The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below:
  • Custom layouts and fields
  • Custom views
  • Bitbucket integration
  • Global add
  • GitLab integration
  • Strict scrum settings
  • Work item reminders  
You are invited to participate in the event. All you need to do is comment on your queries related to the above features. You can also post the issues that cropped up while working with these features. Our expert panelists will answer your queries.



We have scheduled our first session on   28th May, 2019 from 3 PM to 5 PM (IST).

We also welcome suggestions and if you're an expert yourself feel free to comment your ideas below.
 
 
Note: This is an online discussion and not a live webinar. You can post your suggestions and queries as comments and our experts will answer them. 


    • Sticky Posts

    • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

      Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts
    • Focus Group #1 - Epics in Zoho Sprints

      Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature
    • Recent Topics

    • Introducing Bot Filtering for Accurate Email Campaign Analytics

      Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
    • Option to specify or disable "Idle" times in preferences

      It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.
    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
    • Function #61: Automatically add free item to the invoice based on item quantity

      Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
    • Regarding GST Report Issue in Zoho Books

      Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
    • Multiple Salesperson against an invoice

      Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each
    • Projectwise budget ---

      Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?
    • Looking back at Zoho Social's 2024: Highlights and memories

      Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updates
    • BIN Locations

      Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
    • Building a Zoho Extension for Webex CC - Handling URL Changes

      Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everything
    • Remove County field from Customer Address input screen (or allow input to be deleted)

      We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
    • Bigin API Token Request ("invalid_client")

      Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
    • How to add a Data Updated As Of: dynamically in text?

      I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
    • Shared Dashboard / Report Permissions : Read not Write

      hi all, We are missing a huge fonctionnalite in setting up Dashboards (and reports) on corporate level.  Currently, we can not set Read Permissions on share Dashboards (and reports) without giving write access as well When we create a corporate dashboard
    • Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)

      Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is
    • Profile stitching with Zoho Marketing Automation

      When it comes to marketing, knowing who your audience is and tracking their interactions is vital. That's why Zoho Marketing Automation has taken a significant leap forward with its enhanced profile stitching feature. With this update, you can track your
    • GDPR

      Hi , I'm checking out the HIPPA capabilities and at the moment I can see only three modules that can be selected to enable HIPPA Any idea how I can add additional modules such as customers? TNX David
    • default task list for new project

      Is there any way to have a default task list already created in a project, when the project is created in Zoho Books?
    • Record less quantity than ordered in ZOHO inventory

      Lets say I ordered 100 widgets from a Vendor. I have paid the Vendor month ago and just waiting for the product to ship. I have finally received the products but have only received 80 widgets. I see no way in ZOHO to only receive 80 widgets. ZOHO is forcing
    • Stripe payments via Books invoice link missing email - affects fraud detection

      Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more
    • Power of Automation: Automatically sync custom field data between two tasks.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
    • 'View Invoice' button hyperlink taking to Google Business Maps listing

      The green "view invoice" button in my invoice emails is sending people to my Google maps business listing rather than the invoice. Both my clients and I are experiencing this as a new issue.
    • Migrating Zoho emails to Google Workspace

      Hi Is there a tool to migrate Zoho email to Google workspace?
    • Custom Functions - Calculate Commission - failure after migration from US to EU

      Hello, i would ask for help. My Custom Function - Calculate Commission stopped working and shows a failure. Mismatch of data type expression. Expected List but found String What is the problem? Could anyone help? Here is script: void automation.ObliczProwizje(Int
    • GoCardless Mandate Sync Question

      Hello, When syncing our customer database with GoCardless, some customers aren't working despite both email addresses matching in Zoho Books and GoCardless. Also what do we do about customers where they are associated with multiple accounts as these aren't
    • Create a draft in reply to an email via Emails API

      Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
    • Weekly Tips: Flags for an organized mailbox

      Wishing you all a Happy New Year 🎉 As we step into 2025, it's time to refocus and set our intentions for the year straight. Whether you're already back at work or just returning from the holidays, you probably have emails that need your immediate attention,
    • Edit line item amount

      It would be sooooo much better to be able to edit the line item amount in all of the modules, if there is any variation in agreed prices it's extremely painful to calculate the rate to match ;-( The rate could be auto calculated on editing this field making life so much easier !
    • Chanel Partner

      Any Zoho channel partner or dubai based company who will help us for getting zoho services including the training for our staff
    • Refer a Friend Campaign

      I am looking to run a referral campaign that sees an initial email going to existing clients, asking them to refer a friend. For each new client referred, the existing client will get a ticket in a prize draw - the more new clients they refer, the more tickets they get in the draw.  I am wanting to figure out how this could be done via Zoho, and how these referrals can be tracked and linked to the existing client who referred them.
    • Emails cannot be received

      Hey, There is an issue in my Zoho account, E-mails can be send from my side but cannot be received on my account MX, DCIM and other are added but still cant receive them. Please help me to solve this problem at your earliest convenience and this is happening
    • Newsletter in multiple languages

      Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
    • i couldn't recall message as one of the receptionists didn't received the message and i want to recall it urgent

      i couldn't recall message as one of the receptionists didn't received the message and i want to recall it urgent as recall button doesn't appear
    • Servidores caidos?

      Buenas, Hoy 30/12/2024, mi empresa esta sufriendo bastante problemas para acceder a las aplicaciones de Zoho. No sabemos si es solo nuestra compañia o esta afectado a todos. Cuando intentamos acceder a las aplicaciones nos salta el siguiente error: A
    • Tip #1- Remote support vs. unattended access: Contrasting two key concepts in tech assistance- 'Insider Insights'

      Hello everyone! We, at Zoho Community, are excited to introduce Insider Insights, a new series where we will look into various aspects of remote support technology and how they might help you. We'll be sharing tips, methods, and insights acquired from
    • Missing parameters in request, any way i can figure out what parameters i need to add?

      const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":
    • Introducing Fair Evaluation for Interviews

      Collaboration is key in recruitment, but it’s important to ensure individual interviewers’ assessments are not influenced by others. With Fair Evaluation, you can choose how and when interviewers can see reviews of a candidate for the same job opening.
    • I have been looking for CVID to get segmate list where & how can fnd it?

      I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?
    • "The data you have entered already exists" when trying to create contac@mydomain.com

      Hi all, Our domain is ananasjuicebar.com. Working as admin in the control panel: When I try to add the email account "contact@ananasjuicebar.com" I get the error: "The data you have entered already exists" I've tried creating a new user or creating a new group with this address associated. To my knowledge this address has never been added and I can also not find any reference to it. (Shopify used this address to send customer notifications BEFORE setting up Zohomail.) Any ideas? are there any restrictions
    • Tip of the week 03 - Sending emails in batches

      Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be
    • Next Page