Shout out Canvas!
If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.
Tip of the week # 40 - Customize your sidebar for easier, more efficient inbox management.
Is a cluttered sidebar slowing down your work and making it harder to focus on what’s important? Zoho TeamInbox allows you to customize your sidebar to fit your needs, making it easier to manage your shared inbox. You can temporarily hide thread views
🔍 How to effectively organize data in a CRM? – My approach and questions for you
Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options
Creator Simplified #12: Track the no.of button-click downloads
Hey Creators! We're here with yet another episode of Creator Simplified for you! In this post, we'll see a workaround to count the number of button-click downloads made in the report. Usecase In a training app, students can download the course material
Kaizen #174 : Client Script Commands
Hello everyone! Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll
Zoho Billing in 2024 : A Year of Growth
You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024. New Features & Enhancements Sales Enhancements Create One-Time Invoice
Can I give access of my Zoho Spreadsheet?
Hello Everbody! I work with a travel and tourism company, and my job is to record the data of clients of the company. And I use zoho for my work. So my question is can I give access of my sheet to the clients and my company. Kindly guide me. Thankyo
Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications
Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using
Tip of the week #39 - Have a more organized and transparent workspace for your teams.
Struggling to keep track of all the tasks assigned to your team members? Now, easily monitor all tasks and email threads assigned to them. Stay organized and ensure that all important messages are being addressed on time. Additionally, if other team members
How to Automatically Populate the Deal ID in the Parent Lead After Creating a New Deal with Blueprint?
Hello Everyone! 🎉 I wanted to share a solution to a problem that some of you might have encountered. In Zoho CRM, when creating a Deal from a Lead using a Blueprint, data can only flow in one direction—from the Lead (parent) to the Deal (child). But
Kaizen #173: A Comparison of Zoho CRM REST APIs and GraphQL APIs
Hello everyone! Welcome back to another week of Kaizen! Zoho CRM offers two API architectures for its users: REST API and GraphQL API. Each of these API architectures has its own strengths and ideal use cases. In this post, we will discuss the difference
Linkedin Plugin
H, Is there a plugin to allow the connection to LinkedIn and simplify editing? I've looked at a few, but they all seem to be outdated and not working... What do you use or can you recommend?
Difference between Admin, Team leader/Manager, Clinets/user profile and roles in Zoho Project
I've been wondering to find out the difference between the key feature of Admin,Manager, and client/user in Zoho Project. I am student and trying to learn about the Zoho Project. I could not find the roles and profiles difference between this 3 users
Sobre qual tema você gostaria de falar em 2025?
Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
Log a Call Function
First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you please
Don't want to enter name and email
I already know the customer I'm working with, I don't want them to have to enter their name and email... just the session ID. Can I turn this off? Looks like the only reason to enter name and email is so zoho can collect user information.....
My email id is blocked. My storage is exceeded 5GB. Deleted unwanted emails.
My email id is prem@justbootup.com. I tried to unblock ,but it says only for the paid user. Can you help to unblock?.
Tip of the week #38 - Manage your business's WhatsApp conversations alongside emails in one place.
Feeling overwhelmed by juggling between multiple apps for your business conversations? With WhatsApp channel, you can manage all your WhatsApp business conversations alongside emails and other channels directly from your shared inbox. No more jumping
Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs
Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API The
Zoho Creator Integration with QuickBooks: A Step-by-Step Guide
Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and
Length of Call
Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!
Task Timer is missing
Hi, new here to Zoho... just discovered it yesterday and it looks like a really excellent application!! I signed up but seem to have actually lost some functionality since I did ?! The handy little way to update your timesheets by mousing over the task and clicking on the green clock is no longer there for me. I am talking about what is described in this post: http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000027532# Now the green clock icon does not appear.
Move data from any fields or upload files to the attachment section in Deluge.
LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="
Kaizen #124 - Manipulating Subform using Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will discuss how to manipulate the Subform data using Zoho CRM APIs. Subforms A Subform is a data section embedded in the primary form to collect details related to the
"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
subscription cancellation
Hi Does anyone know what one has to do in order to cancel the monthly membership subscription as it is not abundantly clear anywhere. Customer service does not pick up calls and the call back service hasn't returned my calls either Many thanks
Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs
Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer
Queries filtered by current page/record
I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records
Zoho CRM API Credits & Limits for Workflow
Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,
Contemplating moving my site from WordPress to Zoho Sites
Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
merging email accounts
previously I was using 5 mail pop mailboxes within VO , 2 of them are becoming obsolete so I was thinking about deleting the obsolete ones and merge the remainders into my main account mailbox within VO , is this possible ? thnx in advance.
Can I share my Zoho spreadsheet?
Hi everyone! I do the job of data entry any I perform my job on Zoho. my question is can I share my Zoho spreadsheet and database to other websites(3d animation production company). If yes, how can I do it? Looking forward to your answers. Thank you!
How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings
Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called
HOW TO USE ZOHO
IDK
Multiplying Weight of product by Quantity
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that
Emails received - edit subject field
Is it possible to edit the subject field of an email received. ie if I received an email with a subject field of "management accounts" could I edit it to "management accounts as at 31.03.09"
Zoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation
Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automate
Tip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.
Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on them
Create Ticket from Chat with Rest API
Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? Thanks
Is there a way to sort report on record template by a specific field like date field
Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,
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