Export Data & Attachments
Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.
Zoho Support - Again!
I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response
Tip of the Week #52 – Use keyboard shortcuts!
Tired of clicking around often? Navigating can feel slow when you’re switching between threads, views, or composing messages, all using just your mouse. Turn on Keyboard Shortcuts to move around your inboxes faster and work smarter. Once enabled, you
Agent form for car showroom
Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down
Relocating from Zoho Connect External to Zoho Connect Internal or Zoho CommunitySpaces... or move off of Connect completely.
This conversation is aimed at Zoho clients that currently use Zoho Connect's External network platform. As I discovered in the comment section of another post, Zoho Connect is halting development of Zoho Connect EXTERNAL networks in favor of the new Zoho
Is Zoho Abandoning Zapier Integrations in Favor of Flow?
I recently invested in a paid Zapier account to automate key parts of my Zoho workflows, but I’m hitting roadblocks. Zoho’s automation tool, Flow, clearly gets the lion’s share of development effort, and their Zapier connectors feel neglected. When I
Conversation to Resolution
Good day, I'd like to know how others are doing it. When we close a ticket, we reply to the ticket via email with photos of the issue and disclaimers. Then, we enter (copy and paste) the exact text in the resolution for reporting. I asked Zogo for a possible
Let's Talk Recruit: Meet Zia, your all-in-one AI assistant
Welcome back to our Let's Talk Recruit series! Today, we are going to meet Zia, your all-in-one AI assistant. Let's delve into Zia's capabilities and explore how it takes tedious, time-consuming tasks off your plate. What is Zia? Zia is your AI companion
automatic follow up alerts if potential stage doesn´t change in a certain period
I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead
Building extensions #5: Creating custom connections for extensions
In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of
Tip of the Week #51 - Reorder rules for better functioning!
In your shared inbox, when you have multiple rules set up, they are executed based on their priority order. The first rule in the list will be applied first, followed by the subsequent rules. So, the order matters! If a rule earlier in the list changes
Zoho standard and Zoiper
Can I use the Standard Version and Zoiper ?
Let’s Talk Recruit: Are you still managing hiring manually?
Welcome back to our Let’s Talk Recruit series! This time, we're talking about automation in hiring—the kind that saves you from the endless loop of manual updates, follow-ups, and status checks. You know the drill. You shortlist a candidate, send an email,
E-mail Spoofing : Comment l’éviter et protéger votre entreprise
Vous est-il déjà arrivé de recevoir un e-mail qui semblait légitime — avec le bon logo, un ton familier — mais qui vous a tout de même paru suspect ? Pire encore, un de vos clients vous a-t-il déjà contacté après avoir reçu un e-mail douteux qui semblait
Guide on how to hide data based on values in HTML templates.
I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide=" "] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> If
ETL process employed by Zoho Reports
Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.
Kaizen 185 - Subqueries in COQL API
Hello everyone!! Welcome to another Kaizen week, where we discuss developer centric topics every Friday. This week, we have picked an interesting topic to discuss - Subqueries in COQL API. Zoho CRM's CRM Object Query Language (COQL) is a powerful way
Zoho CRM Canvas is slow in loading
Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is
What's New in Zoho Books - May 2024
Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this May. Alipay Payment Method for Stripe Alipay, a popular digital wallet in China, is now
Tip #5: Setting access rights at the subfolder level
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.
Tip of the week #50- Access Zoho WorkDrive from your inboxes !
Zoho WorkDrive is a secure online platform for teams to store, manage, and collaborate on content. Use the Zoho WorkDrive extension for Zoho TeamInbox to easily access and attach files from your shared mailbox. The files in Zoho WorkDrive can be accessed
I am not the CEO.
I signed up for the basic Zoho and it lists me as CEO. Apparently others have this same issue. If we are not allowed to change the "role" then perhaps the default should be more generic. "CEO" would apply only to a very few who sign up for a "FREE" software. Please help me change this. Thank you!
Engage Users with Easy Reads
Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledge
Chronic Bugs in their search API
Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"
Kaizen #184 : Using Widgets in ZET CLI and ZDK CLI
Hello all, Welcome back to the Kaizen Series! ZDK CLI is a set of command tools that you can use to manipulate Zoho CRM metadata including widgets. ZET CLI helps developers build and package widgets in Zoho CRM. In this Kaizen post, we will explore using
All the steps to submit a repair request—now packed into a single kiosk | Kiosk Studio Session #6
Looking for more ideas? Please check out our other posts! Session #1 covers how to view customers from the same industry. Session #2 covers how to build a call script kiosk. Session #3 looks at streamlining appointments. Session #4 shows how kiosks can
Reseller Partner Portal
Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.
Tip of the week #49- Get all Facebook messages within your shared inboxes!
Handling customer messages across multiple platforms can be overwhelming, especially when your team has to track conversations separately from emails and other inquiries. For example, if a new Facebook message comes in, a team member must switch to the
Let’s Talk Recruit: Mastering Job Boards in Zoho Recruit
Welcome back to Let's Talk Recruit, a series where we take a detailed look at the various features and functions offered by Zoho Recruit. Finding the right talent starts with ensuring your job openings reach the right audience. With Zoho Recruit’s job
Zoho Meeting's call quality
I'm adding my voice to the ongoing concerns about Zoho Meeting's call quality. Like many here, I've observed that the quality of our company calls using Zoho Meeting has been less than satisfactory. It's disheartening to note that this issue has been
Submitting candidates to clients when there is no Vacancy
Hi I am working in a niche sector so when I register a candidate I want to immediately send their CV to relevant clients/contacts. They will not have Vacancies on the system so what's the quickest way of sending/submitting their CV quickly to a list of clients in a particular area without just using an email and attachment? Should be easy to just send out "speculatively" CV's to qualified clients but I cant find a quick way to do this !
Customer Segmentation using RFM Analysis
How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five times
La force du duo : Alliez e-mailing et réseaux sociaux pour un engagement accru
Avec l’essor des réseaux sociaux, la communication a pris un nouveau tournant. Ce n’est plus seulement une question de messages échangés, mais de vies partagées. Entre les vidéos tendances sur Instagram, les inspirations Pinterest et les trouvailles sur
Enhancements for Creator in Mobile Browsers and PWAs
ZC Team, Lady & Gentlemen! This enhancement has been awaited for a thousand years, and it has made my day! It now appears more "enterprise" and no longer a jerk.
Tip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
Desk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query
Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?
Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com
Custom Sign-in and Sign-out
I've had a number of users ask me "how do I sign-out" when the sign-out link is clearly on the upper right of the page. To make it more obvious, you can use this bit of code to make a sign-out button on the top of any HTML view. You can customize the serviceurl as needed. <a class="zc-formbutton" style="padding: 5px;font-size:12px;" href="https://accounts.zoho.com/logout?serviceurl=https://creator.zoho.com/<%=zoho.adminuser%>/<%=zoho.appname%>/">Sign-Out</a> And since we're on this topic, you can
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