Zoho Developer Hangout (ZDH) - Episode 16 | Client Script – Subform Population and Field Validation
Hello everyone, Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. As part of this series, expert developers from the Zoho Developer Community
Ask the Experts - Zoho CRM Kiosk Studio
Hello everyone, Kiosk Studio is a no-code interface to build and embed custom functionalities inside Zoho CRM. It empowers admins to streamline the frequent actions performed by their users without the need for extensive technical knowledge. Admins can
A POS solution to complete the business solution for SME businesses
For such a long time one aspect of SME business completely ignored has been a suitable POS solution native to Zoho and integrated with all the usual and necessary applications such as Inventory, Books, Commerce and CRM. The first and generally only option
Automatic Participant List Numbering on Thankyou Page
Hi everyone, I created a form from Zoho Form, but I want the action after submitting the form to show the number of participants. If in GForm you can use AppScript. If in ZohoForm, how to do it? Please help
Upload Image from ZOHO Creator to ZOHO CRM
#Tips & Trick of the Day data = Ar[ID == 4227213000000688005]; myImage = data.Site_Picture.replaceAll("/sharedBy/appLinkName/", zoho.appuri); myImage = myImage.replaceAll("viewLinkName", "All_Ares"); myImage = myImage.replaceAll("fieldName", "Site_Picture");
Die ZOHO BOOKS Germany Edition ist da! 🇩🇪 Webinar Reihe jetzt anmelden!
Aufgrund der neue Verpflichtung zur E-Rechnung erreichen uns täglich viele Supportanfragen. Wir stellen Ihnen in dieser Webinarreihe die neuen Features von ZOHO Books vor und zeigen Ihnen wie Sie die neuen gesetzlichen Anforderungen erfüllen können. Aber
change onwer of untouched leads in zoho crm
Hi Team, If a lead is created and after 24 hours lead is untouched by Lead owner then the lead owner is assigned a different Owner. I find the Solution to this Question. So I want to share this with all of you. I have created a workflow rule for this.
Custom forms/job sheets
Hi There, Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be converted
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
Solution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of Zoho
Assign a Lite Agent or Regular Agent to Account
We need to be able to assign an Agent (preferably a Lite Agent since all we will give is read \ view access). We generate Monthly bill reports for Accounts that are emailed via Advance Analytics. When the accountants see a charge and want the details,
Create/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,
Mass creation of tasks.
Is there a way to creating a single task and apllying it to multiple leads. Â e.g. The task of "Contact lead" to be added to 100 identified leads? Â Thanks for your time and assistance.
Customer Service Level report
Hi, Is there a plan to have Customer Service Level report available to the Customer to download? i.e. a customer facing report that provides key data on tickets. per status per product domain, per user, % resolution etc... Thanks, Hasna
Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books
I'm currently on the trial and I'm wondering what the best setup would be to integrate with Zoho CRM, Zoho Desk, and Zoho Books. In Zoho CRM the native integration to Zoho FSM appears to use Zoho Books in the middle to sync the Zoho CRM Contacts and Parent
Forecast type for service type businesses / many stages past winning the sale before closing
Hello, I'm working on building out our Analytics and have encountered a few challenges. We are a service / contracting type business. Our stages are shown below: From a sales side, anything starting at 04 is technically a "Closed Won" sale. We've sent
Potential migration from NetSuite to Zoho One - this customer of ours is in the Custom Decorator industry
We have a customer for many years on NetSuite, and they may be interested in migrating to Zoho One. Since they are in the Custom Decorator industry (they purchase products into inventory and then apply logos, pictures, etc to those products as part of
Converting epoch to date string
Hi, I've been working on Flow and getting jobs from orchestly lately. I had big trouble (and time) for the conversion, but found out the way to go ! This is not so obvious. 1. fetch a job from Orchestly, and get the JSON as returned data. 2. create a
Tip #16: Sobre las plantillas de correo electrónico
Tips and tricks #16. ¡Hola a todos! Bienvenidos una semana más de la serie de Tips and Tricks para CRM de Español Zoho Community. ¿Acabas de llegar? Te sugiero que te pases también por los anteriores. Esta semana vamos a comentar otra de las caracterÃsticas de las que dispone Zoho CRM. Efectivamente, se trata del envÃo de correos electrónicos desde la plataforma, y de forma concreta, hoy trataremos las plantillas de correo. ¿Se te ha pasado por la cabeza el tiempo que podrÃas ahorrar si tuvieses
Solution of the Week - Multiple Organization Setup with Same Base Currency
You can use the Zoho Analytics integration with Zoho Finance to create financial statements like balance sheet or profit and loss statement easily. The integration setup can be done in two ways: Single Organization Setup Multiple Organizations Setup If
Any ways we can obtain PageSense Funnel / Goals data - Identity-wise or Visitor-wise
So, we have embedded our custom Identity (by pushing it from the Website) and its being tracked in Session Recordings in Pagesense (Identity-wise). But we can't have that in Goals or Funnels - its just generic data without either being pushed to CRM or
Dynamiser le marketing via l'intégration Zoho CRM
Que vous passiez de Zoho CRM à une automatisation de votre marketing ou que vous utilisiez Zoho marketing Automation (MA) en cherchant à renvoyer vos données vers le CRM, cette intégration propose une solution complète pour vos besoins de ventes et de
Agriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
Beauty Industry: How to design appointment scheduling sites for businesses in this industry?
Today, we have put together a guide on designing an appointment scheduling site for businesses in the beauty industry. We hope that this guide will be useful to you and do not forget to share this with anyone who you know will benefit from this. So, let us begin! If you're interested in reading more articles like these, click here. Do I need an attractive appointment scheduling site for my organization? A simple and good-looking appointment scheduling page can say a lot about your business. Beauty
Problem with Zoho Meeting
I'm brand new to Zoho Meeting. The 1st 2 meetings I set up appear as me as the presenter. Now with the 3rd meeting, it lists me as a participant. Is there a way to change something so that when I create a meeting, it sets my email address as the Presenter? Thanks.
Zoho <-> D-Tools integration
Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing that
Transitioning from application analytics to product analytics
Dear Apptics Community, We started by building a mobile application tool that supported native mobile applications. Later expanded and evolved into Zoho Apptics, an application analytics solution that supports both native and cross-platform applications.
Comments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experience
POP Email integration - Outlook emails showing as read
We have switched to a CRM with Zoho and completed the POP integration so that all of our emails are being saved into the CRM. The challenge is now, all of our emails are coming in as read into Outlook. I understand IMAP is the recommended solution but
Kaizen #160: Automating ZDK CLI commands using shell scripting
Hello everyone, Welcome back to Kaizen. ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute. It allows you to execute multiple ZDK CLI commands seamlessly, enhancing
Date-based conditions and filters
Configure conditions with date Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the
Deals page sub-forms fields not showing in webhook
"Can we include sub-form fields as parameters in webhooks sent from Zoho CRM to external systems? Right now, the data from sub-form fields isn't supported in webhooks, which limits our ability to integrate Zoho CRM with other systems and automate data
Seeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,
Creator Simplified #4: Modifying the app structure using the Application IDE
Hey Creators, Here’s this week’s Creator Simplified post with a tip to enhance your app development skills. Objective Modifying the app structure using the Application IDE. Use Case Assume a scenario where you have to make trivial changes to your application
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
Kiosk Studio Session #2 | Boost cold call efficiency with a call script kiosk
Hello! For sales teams, cold calls are swift, frequent, and repetitive processes. Often the first touchpoints in many customer journeys, they help sales reps proactively engage with potential customers. When done well, they persuade prospects to set up
How to manage additional required address information for Customers and Vendors.
Has anybody figured out a way to incorporate relevant delivery information in the limited address fields for customers and vendors? For example, most carriers have an additional 'delivery instructions' field to add important information like delivery
Share your success story
We would like to hear from our passionate users how much Zoho Creator has changed the way you work and benefited you. If you would like to share your story to us and be featured as a proud user of Zoho Creator, then this is for you. Fill up the form below and if you want to be included in a case study, we will get in touch with you to get further details. So what are you waiting for? Tell us your story. Charles
Prevent Enter Key From Submitting Form
I have a client who really likes the Zoho form but doesn't like how using the Enter key (Return key on Mac) submits the form instead of moving the cursor to the next field. I am personally used to this so I only use the Tab key but perhaps this option would be nice functionality to add. From what I have seen on the web there appear to be ways to code this alternate functionality. Unfortunately I am not a programmer otherwise perhaps I could do this myself using your scripting functionality. Thanks
Sender Address Blocked 554.5.1.8
Hi My email address is blocked with following error code heena@mte-glo.com Authentication failed:554 5.1.8 Sender Address Blocked Please look into this. Regards, Heena Qureshi
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