Migrating into Zoho TeamInbox
Hi Team, Would be nice to have some update on what Migration Support is coming to migrate inboxs INTO TeamInbox and maybe also EXPORT? - Ethan
Kaizen #115 :Customize Buttons using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. In this kaizen post, Need for customizing buttons ZDKs related to Buttons Use Case to customize button using Client
Warehouses
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
Kaizen #159 - Configuring Telephony Extension Widget in Zoho CRM
Hello Developers! Welcome back to the Widgets fold in our Kaizen series. In this post, we will learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. This helps in establishing unified communication
Is anyone else struggling with the Zoho Recruit matching function?
We’re using Zoho Recruit and the built-in Zia matching algorithm, but we can’t get it to work at all. We even created a job profile and a job seeker with an exact match in skill sets, yet Zia says there is no match. Does anyone here have enough experience
Writer not saving
Twice in the last week I have had problems saving Writer documents. Any work done during that session was lost. The problems occurred on two different machines, both using Firefox. I did get an error message indicating that I should copy my work before exiting. Foolishly, I didn't follow that advice because when I tried to save it again, it appeared that it was saving it. Arthur
Looking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, which
Marketer's Space: Smarter Marketing with CRM Integration
Hello Marketers! Welcome back to another deep dive into smart marketing strategies at Marketers' Space! Today, we’re kicking off an exciting series focused on how Zoho CRM and Zoho Marketing Automation (ZMA) when integrated can transform your marketing
Zoho Payroll: Product Updates | October 2024
October is here, and so are the latest Zoho Payroll updates.This month, we’ve rolled out features that simplify your processes and provide valuable insights—so you can focus on growing your business, not just running it. Quarterly Pay Schedule: Make paying
Warehouses!!!
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
Best Power Dialer for Zoho?
We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have
How to print a project plan?
I am often asked to provide a project plan by customers, which I would like to be able to print to a PDF. How do you all print out a project plan with the task lists and tasks? Export to Excel is not useful. It seems in the past there was something rudimentary
Inviting Clients to Meetings and Receiving Meeting Invitations in Zoho Desk
Hello, We are a B2B and therefore we need our agents to be able to send and receive meeting requests in Zoho Desk. We use one support address for our clients and we then assign tickets by the manager of the Deal in Zoho CRM. We want the assigned agent to be able to accept a meeting invitation from a client and have it integrate with their calendar in either Outlook or Zoho Calendar. We also want an agent to be able to invite a client to a meeting from Zoho Desk. Ideally sending a meeting request
Create Shared email link to share in email conversation or to send to client via WhatsApp or other social media
Hi Bigin team is there possibly to create a share email link for previous email received or sent to client. The idea is for example I am writing an email with a client and I would like to share a previous email with this client or various clients I simply
Kaizen #158 - How to effectively handle API calls to optimize API credits?
Hello everyone! Welcome back to another post in the Kaizen series! In this post, we will discuss a few strategies to handle API calls effectively and optimize your API credits. As you all know, your CRM edition comes with a set number of credits(this
Zoho Developer Hangout (ZDH) - Episode 15 | Architecting & Developing Solutions for Business Impact
Hello everyone, Are you tired of building software in a vacuum? Do you ever wonder how your code fits into the bigger picture of a company's success? This session is your route to becoming a developer who develops software that strategically fuels business
Zoho is Slow
Let me be clear, the speed problem that I refer to below is a Zoho problem not a network problems. Other web apps running alongside Zoho do not have these problems. This post is in regard to typical behavior of Zoho. Here in the US (Eastern Time), Zoho slows to a crawl. Forms that usually load in less than a second, are currently taking minutes to load. For customer who are in the software all day this is a huge problem and I have had customer refuse to use Creator due to this problem. When
Zoho CRM Quotes for Different Volumes
Hello all, I am looking for some ideas or advice on how to configure products give pricing for the same product at different quantities A. Configure Products So here we are looking for ideas how to "configure products" without having to create a separate
When to use Expense and when to record it as a bill?
I refer to this help page: https://www.zoho.com/in/books/kb/bills/expense-or-bill.html The description mentioned here doesn't really help fully. If we go by this example - it won' t really help. You can buy bulk from Amazon for trading purposes. But we
Setting Up Gmail Acct in Zoho Mail
I want to be able to see my Gmail in Zoho. To do this I am attempting to add an email account in the settings menu. Question - what is my Email ID? I tried "myname"@gmail.com - but it didn't work. Can you please provide an example of what I should use for Email ID?
Rodger's helpful scripting tips #2 - Subforms
Subforms are very useful but also poorly managed. So here are some helpful tips for when you're managing subform data. 1. Subforms are actually a hidden module within Zoho and you can get data out of subforms for all records. If you've ever tried to create
Tip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. This
No more event configuration from the Apptics console
Hello Apptics community, To enhance your experience while using Apptics' events, we are removing the option to configure events from the console. You no longer need to add or import events from the console. From now on, you can send the events to Apptics
Get Lead Data Converted Record
# Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",
Non-Bookkeeping Client Tracking Needed
I am a tax firm with 200+ clients who do income tax work only. They do their bookkeeping. I would love one solution that would work for all my clients. I use TaxDome to manage clients and communications and as an online portal for uploading and downloading
Remote Screen Option to Black Out
Our support is financial support of our clients books and records. When we provide support, we are often asked to blackou the remote screen to avoid onlookers from seeing any private financial information. Is there a way for us to purposely blackout the remote screen while we are logged in remotely?
Join Us for Zoho User Group Meetups: Explore Zoho Payroll and Zoho Inventory Across India!
Are you a Zoho product user eager to meet, network, and share ideas with Zoho product experts, industry peers, and local partners? If so, you're in the right place! We're excited to announce a series of interactive and engaging Zoho User Group (ZUG) Meetups
Découvrez Resume Harvester : une nouvelle méthode de recherche de candidats
Nous sommes heureux de vous présenter la fonctionnalité « Resume Harvester » dans Zoho Recruit. Elle permet de rationaliser votre processus de recrutement en automatisant la recherche de candidats sur plusieurs sites d'emploi, ce qui vous aide à trouver
Company Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.
Creator Simplified #3: Iterate a set of code "n" times
Hey Creators—we're back with another edition of Creator Simplified! Objective Generate subform rows with serial numbers based on user input in a field. Use case Assume an event is being organized in an organization, and HR needs the list of participants
How to List All Sales Orders in Zoho Inventory with Pagination
Introduction: While working with the Zoho Inventory API, I encountered the limitation of retrieving only 200 records per API call. To overcome this, I implemented pagination by tweaking a solution initially built for Zoho CRM. Below is the solution I
Create different langugage files from one record
Hello all, Lets say that I have one record in the CRM - Purchase Order. We use MailMerge to create our POs and send them out. So the question is the following - sometimes we need to send the PO in English - sometimes we need to send the PO in local language
GPS Link Custom Action
Here's a custom action you can use to make a popup window using google maps void GPS(int zID) { query_address = MASTER_FORM[ID == input.zID].ADDRESS_for_GPS; query_address = encodeUrl(query_address); openUrl("http://maps.google.com/?q=" + query_address, "Popup window"); } I prefered the way the old url builder worked. It took me some time to figure out how to set-up the new url builder to work: Cheers, John Whitney
Creator Simplified #2: Effortless Code Management with Deluge Version Control
Hey Creators, Welcome to our next post in the Creator Simplified Series, where we share tips and tricks to make your app development journey easier. In this post, we'll be focusing on an often overlooked but super helpful feature—version control in Deluge.
Rodger's helpful deluge scripts #4 - Bulk updating records using a deluge function
One of this things I love about Zoho is that there's so many ways to accomplish something. Want to mass update some records? Sure, we have the Mass Update function to update a single field. Need to update more than 1 field? Sure, we have she Sheet view,
Kaizen #156 - Enhancing Mass Communication in Zoho CRM with a Custom Button Widget
Hello code enthusiasts! Welcome to a fresh week of Kaizen! In this post, you will learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. Business Scenario
Serveur Discord FR pour entraide
Bien que ce forum offre une riche source d'aide, je trouve que le chat en direct est très agréable et pratique pour échanger. C'est pourquoi j'ai créé un serveur Discord d'entraide dédié à la communauté francophone de Zoho. Si vous souhaitez le rejoindre,
Get to know Zoho Marketing Automation - Webinar Alert!
Hello Marketers! We're excited to announce a Zoho Marketing Automation webinar happening on September 30, 2024! This is your chance to explore how Zoho Marketing Automation can transform your marketing strategy. We'll walk you through some of the platform's
Ask the Experts - Zoho Inventory #19: 6 hours of live discussion on the integration between Zoho Inventory and Canada Post
Hello all! Bringing you another episode of 'Ask the Experts - Zoho Inventory', where we discuss new topics every week. Our goal is to discuss every Zoho Inventory integration with you. Up this week: Our integration with Canada Post. Equally important to order management is the process of order distribution and fulfillment. You can use Zoho Inventory's Canada Post integration to ship your packages efficiently across Canada. The address validation function helps you ensure that you have the right address
Debug view: Ensure accurate analytics integration
Dear, Apptics community! We are happy to announce the beta access for Debug view in Zoho Apptics. The Debug view provides a real-time stream of data points being logged in Apptics from the developer's device or a simulator during the development stage.
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