[Zoho CRM Webinar] Kiosk Studio - Streamline frequent processes for your users
[This session has ended. View the webinar recording here.] Hello everyone, Every business, including yours, models its processes and customer data in its own unique way. To streamline business processes exhaustively, it requires significant time, technical
Need Multiple currency for Suppliers and Buyers
Hello, We need multiple currency support for buyer and suppliers, We are doing international business and we often sell goods in foreign currency as well as local currency, However zoho does not support this, I am trying Free agent and xero they support all currencies for suppliers Bills & expenses as well as buyers invoices, Kindly work on this feature will be great help to decide using zoho books Thank you
Import CSV and set Added Date
Hello, I was wondering if it was possible to set the Added Date when importing from a CSV/TSV. I had an "Added Date" column with a date, but it didn't get set. So I guess I have two questions: 1) Is it possible to set when importing via CSV/TSV? 2) Is it possible to set via the API? Kudos on Zoho Creator. It looks great. I'm really looking forward to subforms and future tweaks.
Kaizen #155 - Frequently Asked Questions on Subforms
Hello all! Welcome back to another post in our Kaizen series. In this post, we will address the most frequently asked questions about Zoho CRM Subforms from the Zoho CRM Developer Community Forum. Subforms Subforms allow users to capture multiple records
Using URL field to create clever links to maps
First of all - thanks for a dandy little service! I'm trying to use the URL widget to dynamically look at another field (a text field called ADDRESS) upon successfully editing the record, I'd like the script to look at the address and create a properly formed URL to Google Maps. I believe I understand how to transform an address into the required strings for the URL (ie, substitute '+' for <SPACE> etc.). My problem is how to dynamically assign a URL to the URL field, and dynamically assign the address
Google Calendar Import in Wrong Time Zone
Anyone else have this problem? Google Calendar is only importing my events in "(GMT+00:00) Dublin" time, rather than Central Time. For the life of me, I can't figure out how to get it to import properly. How can I fix this?
Tip #25- Enhancing security with confirmation prompts for remote sessions- 'Insider Insights'
Hello Zoho Assist Community! This week, we’re discussing how to enhance the performance of your remote sessions while ensuring security and transparency. In remote support sessions, ensuring your customer’s security and consent is crucial. One effective
WHERE TO LEARN JS ZDK Functions FOR ZOHO CRM CLIENT SCRIPTING
Hello Folks, I have trying to implement some stuffs, in the client scripting in Zoho CRM but I am less in knowledge when it comes to the JS ZDK Library Functions. Like for example, things Like get data of a related field lists, learn functions like generally
Tip #33- Control and compliance: Utilizing session confirmation in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! We’re excited to bring you another helpful feature spotlight to enhance your Zoho Assist experience. This week, we’re diving into the Session Confirmation feature, which allows your remote customers to authorize access before
Zoho CRM for Non-profits
Is anyone using Zoho CRM for non-profit donor development? The need to identify potential donors, convert them to actual donors and track all communication with them by a development team. Thanks.
Anyone Finding Better ZOHO support on Reddit or other non-zoho sites?
I'm suffering from the ZOHO Loading screen of death. Anyone here finding better tips/advice/suggestions from a non-zoho site? Please share.
zoho stream web notifications
since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.
CRM lock task due date
Hi, we want to be able to lock the task due date in Zoho CRM. We have been asking about this feature for years, and still unclear if we can do this or not. I see some discussion over at Zoho Projects, so maybe they are aware of the use case. When we tried
Creator Simplified #1: Optimizing Data Retrieval for Large Datasets
Hey Creators, Welcome to the first post of Creator Simplified—a learning series designed to enhance your app development skills. In this post, we'll explore how using specific criteria can streamline and quicken the data retrieving process, especially
BIG DEAL ALERT...WHERE IS IT??
I have spent hours looking for "BIG DEAL ALERT", I have followed the instructions..."SET UP", "POTENTIALS" but there is nothing there! How do I set up a "BIG DEAL ALERT" Richard Quickcolourprint.com.au Perth Australia 1300 784 250
Get Company Logo
In some other CRMs I am testing, I see that, upon importing Accounts/Companies, that Company's logo is automaticaly inserted in those CRM's, is that also possible in ZOHO ?
Allow us to have multiple transitions between statuses
Some of our implementations would greatly benefit in a simpler Blueprint setup when Zoho allows us to have multiple transitions (buttons) to come from-and-to statuses. Right now, it's only one-to-one: Status A -> Transition "Go to B" -> Status B We would
How to set a custom field (Pick List and Multi-Select) through Desk API?
Hi, I'm following Zoho Desk API's documentation and I couldn't figure out how I can set my custom fields to the proper Pick List or Multi-Select option. Now I found out that these fields can be set as their plan text values (obviously using the "cf" key,
Zoho Bookings - Prise de rendez-vous en ligne simplifiée
Qu'est-ce que Zoho Bookings ? Zoho Bookings est un outil en ligne que vos clients peuvent utiliser pour prendre rendez-vous avec vous. Tout service, comme un salon de coiffure ou une boutique, exige que l'on s'accorde mutuellement sur le temps à passer
Unattended agent. Consent of the client connection.
After installing Unattended agent on the client computer, the default operator is able to connect to your computer at any time without notice on the opening session of the connection, which is a violation. The user should have the choice to allow or deny the connection request to connect.
Sub-Forms Data Processing
We are using sub-forms in modules. They are great for recording status and dates of contractor invoices and works. However, there are some functions that we want to use that do not seem possible with the sub-forms: 1. We need to see certain fields from
Zoho Campaigns - Google Analytics integration - Has it ever worked for anyone ?
Has anyone been able to successfully integrate GA4 with Zoho Campaigns for Reports tracking n stuff? I tried a lot and their Premium CS team has just told me - Sorry it won't show you anything in Zoho and for anything you need to go to Google. Why will
Zoho book integration with zoho creator
I need to integrate zoho book with zoho creator and fetch data from zoho book to zoho creator and create forms in zoho creator.
ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or any
VBA/Macro, Transpose
Hi everyone! I am trying to transpose the highlighted or any selected row from "Raw Data" to "View". However, whenever I click the button, it will just copy the A1 cell in Raw Data and not the selected Row. Can someone help?
Marketer's Space: Re-engage your Audience with WhatsApp Journeys
Hello Marketers, Welcome back to another post in Marketers' Space! We’re continuing our WhatsApp Journeys series, diving into strategies that ensure your marketing efforts don’t go unnoticed. So, you drafted an email with personalization, a compelling
Marketer's Space - Mastering Utility Templates in WhatsApp Journeys
Hello marketers! Welcome back to Marketer's Space! We’re continuing our WhatsApp Journeys series, diving deeper into how to make your marketing efforts more efficient and personalized. This week, we’ll be looking at utility templates and how to make use
Tip #32- Wake on LAN: Powering up your remote systems with ease- 'Insider Insights'
Hello Zoho Assist Community! We’re excited to share some valuable tips and best practices to help you maximize your Zoho Assist experience. This week, we’re focusing on how to remotely boot up or power on a computer that’s turned off using the Wake on
Stream vs Cliq
Hello! I am trying understand how other businesses have best communicated the differences between the collaboration uses in Stream and Cliq. When do you use Stream vs Cliq? They seem similar enough to get confusing for new users. If other businesses,
Connect - Messages et flux
Zoho Connect vous permet de créer des messages à deux niveaux : celui de l'organisation et celui du groupe. Le mur de l'entreprise ou du réseau est un endroit idéal pour découvrir toutes les activités pertinentes qui se font. Tenez tous les membres de
Découvrez Canvas Record Form dans Zoho CRM
Canvas est une plateforme de conception puissante conçue pour transformer l'expérience utilisateur de Zoho CRM, au niveau visuel et fonctionnel. Elle est désormais disponible pour les formulaires d'enregistrement qui permet de personnaliser les enregistrements
ZOHO CRM Client Script Disable Save Button
Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();
Zoho Developer Hangout (ZDH) - Episode 14 | Zoho's APIs - The Good, the Bad, and the Not-So-Ugly
Hello everyone, By serving as gateways for accessing and sharing functionalities and data across applications, APIs empower developers to tap into external resources and services that enrich their applications with enhanced features and solutions. @Eric Chrobak,
Marketer’s Space: Creating Personalized Experiences with WhatsApp Journeys
Hello, marketers! Welcome to another post in Marketer's Space. In our previous post, we explored the basics of WhatsApp marketing and why it’s a must-have tool for marketers like you. This week, we’re diving deeper into how to maximize your WhatsApp campaign
How to replace special characters with an escape character and the same special character. (How to use zoho.crm.searchRecords with special characters)
I couldn't find any documentation or posts about this issue, so I am posting my solution in case anyone else is looking for it. I had this problem because I was not able to use zoho.crm.searchRecords function with values that had special characters in
Creating sub deals for one deal driven by price increase
Hi All, I was wondering, if anybody can share an idea, how can I go around this issue. I have created a deal that represents a contract with our customer, however during the duration of the contract, the price increases. So let's say the contract length
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Kaizen #153: Interpreting Zoho CRM GraphQL schema
Hello everyone! Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss interpreting Zoho CRM GraphQL schema using schema explorer in Postman. What is GraphQL Schema? A GraphQL schema is a comprehensive definition
SKYROCKET YOUR BUSINESS PERFORMANCE
What's the one thing you wish you could change or improve about your Shopify store, and how do you plan to tackle it?
Send Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) Deluge
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