Tip #28- Fine-tune support sessions with Zoho Assist's Diagnostic Tools- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions. As a super admin, you have the ability
Tighter integration of the zoho wiki with zoho projects
Hello, Congratulations on a great product ! I'm part of a small software startup, which does cross platform client and server development. We've been evaluating project management software that is "low touch" (translation- NOT MS project :).. And have looked at various web based web 2.0 services so far - (Active collab, basecamp, celoxis, to name a few). You're definitely on the short list of vendors for our ongoing needs. There is one thing that I haven't been able to do using your very nice UI,
Calculating Time difference between fields Question
I have two date and time files and I would like a third field to be a formula field that calculates the difference and displays it in a simple manner... Any ideas? coolass
Delay in campaign sending
Is anyone else seeing a delay in campaigns reaching contacts? It seems to happen intermittently but hasn’t been an issue until the last few months. For example, I scheduled a campaign to be sent on Thursday, July 25th, at 2:00 PM, but I received 40 out-of-offices
Replying in Bigin to an email that was sent to Bigin via a 'Contact Us' form
The following is what I would describe as a normal expectation of a CRM: 1. A form on a website (e.g. a 'Contact Us' form) is successfully completed and submitted by a visitor to a website. 2. The form data is received by the CRM as an email. 3. In the
ZohoBooks WhatsApp Integration - 160,000% markup?
We have configured the WhatsApp integration on ZohoBooks and utilised 10 credits priced at £16.00. Upon further examination, I found Meta charges $0.015 per conversation, resulting in roughly a 160,000% markup from Zoho. Is this correct, or am I misunderstanding
Seeking Advice on Implementing Subscription Verification in Custom Zoho Creator Application with Zoho Subscriptions
Hello Zoho Community, I am currently developing a custom application using Zoho Creator and Zoho Subscriptions and need some guidance on managing user subscriptions effectively. Current Workflow: Users create their password. Users complete their individual
Associate Zoho Projects With Zoho CRM Help of Deluge
Hello Team, if you wants to connect your Zoho Projects with the Specific Deal, Please follow the code may be it can helps to you. dealId = "4655606000010751004"; //.....Deal ID..... projid = "1688514000000448005"; //.......Project ID........ projname
Get a random record
With the introduction of randomNumber() fetching a random record is as easy as: //fetch records myRecord = My_Form[ID != 0]; //check if records exist if myRecord.count() > 0 { //get ID list idList = myRecord.ID.getall(); //fetch random record randomRecord = My_Form[ID = idList.get(randomNumber(idList.size() -1))]; }
I am looking for opinions of Bigin. Zoho Tables has been a headache.
Could I get some opinions about Bigin from users about their experiences. I am a little more cautious about selecting a SAAS provider.
Process involved in Batch Tracking in Zoho Inventory.
Hello Team. Anyone Please explore the batch tracking process in Zoho Inventory.
Kaizen #149: Using GraphQL APIs to fetch data in a consolidated way
Hello everyone! Welcome to this week's post in the Kaizen Series! This week, we will discuss GraphQL APIs, a query language that provides an efficient, powerful, and flexible method for fetching and manipulating data from Zoho CRM. Let us consider the
Calling Functions within Functions - Standalone Functions
Zoho CRM Standalone Functions Standalone functions in Zoho CRM allow you to execute a function within another function. There are many practical use cases for standalone functions within Zoho CRM, including removing duplicate code and code reuse. This
FIPS Compliant?
Does the ZOHO CRM product meet the standards for the current Federal Information Processing Standards? And, if so, where can I find information to provide proof to our insurance company.
All Inboxes View
In the Zoho Web Client, is there an All Inboxes view? My pop account are in separate boxes in the client.
Email forwarding - "Available exclusively with the paid plans."
Hi, I get the error msg that Email forwarding - Available exclusively with the paid plans. Can you please advice
Kaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,
How to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. Please
Zoho CRM Client Script Open Pop-Up
Hello All Hope you are doing well. In this article, you will see how we can create a Popup and get the value from the Popup Up. Example:- Suppose we have a field (Boolean Type) City Details once someone selects this a popup will open and capture some
Tip #27- Enhancing remote support: Using the technician info box for better protocols in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions.Imagine your IT support team frequently
How to cancel an invoice
In Spain when we need to cancel an invoice we have to make another one with the same amount in negative. We cannot delete any invoice as we have to mantain all the correlative invoice numbers. How can I solve this problem?
JSON not well formed error
Hi, can anyone tell me why I always get JSON is not well formed error message if I try to create a new contact in Zoho Books with the following code? Error message: {"message":"JSON is not well formed","code":1038} response = zoho.books.createRecord("contacts", "123456", { "contact_name" : input.first_name, "company_name" : input.account_name_company, "contact_persons" : {{ "salutation" : input.salutation, "first_name" : input.first_name, "last_name" : input.last_name, "email" : input.email, "phone"
Ongoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contact
Using Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogue
Field/Column Width in Subforms
I am new to Zoho. So far I have like all, but I am having difficulty with the limitations of the sub-form paradigm. Is there a way to set the column/field widths that are displayed in a sub-form. It seems to be forcing equal field widths, and I can't find a way to change. If i set the pixel width in the originating form, but those default back to mandatory widths when displayed in the main form. Thanks in advance for any suggestions.
Zoho Sites - Dynamic Content - Invoice Page
I am using Zoho Sites to create a Quote Page to display dynamic content from a Zoho CRM Invoice record: We need to be able to fetch a CRM Invoice record and display info in the html as dynamic variables. I have gone through the dynamic content documentation
Overloaded Notification Center?
I'm the administrator of Zoho Desk, so all the rules involving connections, scripts and activities are on me. For example, adding a comment in a workflow results in it being under my name in that ticket. Is that why I keep getting notifications on tickets
Zoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the ability
Marketer's Space: Exploring ZMA's Role In Driving Revenue
Hello Marketers! Welcome back to another post in Marketers Space! This week, we'll delve into how Zoho Marketing Automation helps you boost your revenue. Driving revenue is crucial for the success of any business. It fuels growth, innovation, and ultimately,
Manually Excluded transactions
How can Manually Excluded Transactions in Bank statements be deleted without deleting bank account itself. Because all the time it shows that in order to eliminate manually excluded transactions, bank account should be totally deleted. Please give your
What is Zoho DataPrep? | Self Service Data Preparation
The productivity provider SaaS provided Zoho entered the business intelligence platform field in July 2021. Zoho announced an AI-powered data preparation, business intelligence, and self-service platform application that combined the new Zoho DataPrep
Zoho Community Support Idea
It would be extremely beneficial to the users and employees of Zoho if community posts about problems people have included actual information on possible causes and solutions. Every single issue I come across has multiple threads on here from different
Zoho Rollup Summary Field: An Overview
Zoho CRM is a powerful tool for businesses looking to streamline their sales processes and improve customer engagement. One of the features that makes Zoho CRM stand out is the Rollup Summary Field, which allows you to perform calculations on related
Tip #40 - Control entity and field permissions using profiles
Building profiles using permission sets equips you with the ability to permit and restrict data access to members belonging to those profiles. Creating different profiles with different combinations of permission sets allows you to set a hierarchical
Is it possible to edit a report in Zoho CRM?
Hi, I created a report in Zoho CRM Reports joining 2 tables, but now I would like to join a 3rd one. I can't seem to find the button for that, so I'm guessing that feature does not exist (?)
A major warning to Zoho Creator Users about backup limitations
Hello everyone, I felt compelled to write this topic to warn fellow Zoho Creator users about what happened to my business and the potential risks to yours. A piece of rogue deluge script in our system deleted thousands of records which had multiple links
Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts
Hello all, We are excited to host the Ask the Experts session on July 18, 2024 between 2:00 PM – 7:00 PM IST. Whether you're just starting to use Zoho WorkDrive, or if you've been with us for a while, this session is an amazing opportunity to discuss
Force Record to Exit Blueprint
Hey friends! We have a blueprint set up for our Deals module to force certain stages after a deal is in a "Demo" stage. After it's in demo, either a salesperson must select "Demo Complete" or "Demo Not Held." Both of these timestamp a date for us where
Kaizen #13 - Bulk Write API
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Bulk Write API. What is the Bulk Write API? The bulk write API allows you to insert, update, and upsert records in a module in Zoho CRM in bulk. The primary difference between the bulk write API, and the Insert, Update, Upsert records API, is the number of records that you can handle. While you can insert, update, and upsert, only 100 records via the Insert, Update, and Upsert Records API per
Social Media Simplified with Zoho Social: The need for a social media approval process
Picture this: It's a regular day as a social media marketer in your agency, and you are about to publish a post for one of your clients. You start drafting the content, and it's LIVE! A few minutes later, you start receiving the following comments. "Is
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