Meeting Notes & Minutes

• Topic Participants

• maxbailey

• Karthik Swaminathan

  

• Alan Novotny

• Jagadish

  

• Wayne Buchmasser

• Sticky Posts

• A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

  Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

• New and Improved UI for Online Meetings in Zoho Meeting

  Hello there, We hope you're enjoying our video conferencing feature for your online meetings. This month, we are glad to present our revamped UI for online meetings. We have made some useful changes to make features contextual and easy to access. In addition to this, we have also added some interesting features and enhancements to make your online meetings smooth and hassle-free. Let's take a look at these changes. Better visibility and access to main features The main menu has been moved to the

• Improved host controls and other enhancements

  Hello there, We hope you're staying safe and healthy. As we continue building Zoho Meeting into a complete, feature-rich web conferencing solution, we're making big and small feature updates and enhancements every month.    Here are a few of our latest updates:   Common updates for meetings and webinars Invalidating the keys of past meetings and webinars: This is an important security update. We're in the process of invalidating the keys of all of our users' past meetings and webinars. This prevents

• Latest updates in Zoho Meeting | Create departments, Share PDF files

  Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

• Create Instant Polls, Broadcast Messages, and Enable Co-organizers to Launch Webinars

  Hello, Following our previous updates with the iOS webinar app, Raise Hand, Allow to talk, and Give control in Mac OS, we have added some new features and enhancements to Zoho Meeting's webinar module that let you create instant polls, communicate with attendees through messages, and have better control over launching webinars. Let's take a look at what's new. Features Co-organizers can now launch webinars Co-organizers, who are members of your organization, can now start webinars just like the organizer. This

• Recent Topics

• Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"

  When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter

• Getting email status through api

  Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSON

• How to refresh/update module fields in

  Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR

• Présentation d'une nouvelle fonctionnalité de webinar à la demande

  De nos jours, les gens s'attendent à un accès instantané aux informations et aux ressources, qu'il s'agisse de divertissement en continu ou d'apprentissage en ligne. Conscients de cette évolution, nous sommes ravis de vous présenter une nouvelle fonctionnalité

• An accurate email totals report

  DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.

• Settings - Time Display 12-hour vs 24-hour

  Hi All This is probably a question for developers as it only seems to be an issued on applications published from Developer account to client accounts. Usually a client would update how they want to view their time (12-hour vs 24-hour) in the Settings

• AMP HTML in Email Templates on Zoho CRM?

  Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email template

• Error : Bin Locations Provided are not valid

  1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on

• [FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio

  Hey everyone, We're introducing a free live webinar on Zoho Marketing Plus entitled Maximize the impact of your marketing campaigns using a centralized Brand Studio. The main agenda of the webinar is to give you a complete overview of how Zoho Marketing

• Trouble Creating Basic Chart for Accounts - past 6 months

  We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"

• Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?

  In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view

• Sorting a list of record acquired from the zoho.crm.searchRecords function.

  This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

• Creating cadences Unable to save

  Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd

• Tab order for custom phone fields.

  Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for

• How Can i put a form in Zobot

  Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

• Sales IQ needs to capture both first and last names

  Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This

• Export PDF from Zoho Books via API

  Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,

• is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?

  I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

• Zoho Writer page break in a merge repeating region always adds an unwanted blank page

  Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank

• Introducing bot filtering for accurate analytics

  Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

• Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

  The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Company domain with Zoho Mail as support email in Zoho Desk

  Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to

• Best way to organize Zoho Desk with CRM products

  I'm having a bit of trouble finding out how I'm supposed to organize our Zoho Desk (departments vs teams vs products) and how to use it. We want to use the KnowledgeBase, Community, and Tickets sections. Here's a general overview of our company to get

• Sort mail by name and subject

  I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

• Settings Icon No Longer in ZOHO Desk?

  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again.  Anybody else experiecing this? 

• Emoji Support in Bigin CRM

  We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Workdrive API Get list of Sub Folders not working

  Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders

• is there a way to add tag in the "form rule" so that the email workflow can be automated through zoho begin for that perticular response?

  I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

• Email address with + char is incorrectly invalid

  cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part

• Update Regarding Zoho Finance Applications' Domains For API Users

  Hi users, Until now, both the Zoho Finance apps and their APIs shared a common domain. We've recently introduced separate domains for APIs. You can now start using the new domains for API calls. The old domains will not work for API users starting April

• Zia powered by GPT is already available for MExico?

  Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!

• Adding a Download field to a form

  I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.

• Campaign Edit - Vertical Align Text to Center

  I have a layout in one of my campaigns that is using the split box with a picture on the left and text on the right. I can't find where I can vertically align the content of these boxes. It's forcing my text to be at the top vs centered. Am I missing

• Introducing Dark Mode / Light Mode : A New Look For Your CRM

  Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

• is it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?

  There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo and

• Enable 2FA / MFA in Bigin

  Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our

• Forwarding Zoho Desk Support Email to a different e- mail

  Hello, I am using ZohoDesk and I have a Zoho Desk Support e-mail setup. I would like to know if there is a way to forward the e- mail inbound to this Zoho Desk Support e- mail to a different e- mail?  Thanks!

• We are being overbilled by Zoho and they refuse to correct it

  We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 months

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