How to make your training interactive with ShowTime.
Susan is a corporate trainer. A very active one too. She conducts at least 2 sessions a week. Like most trainers, Susan believes that delivering effective training sessions are of paramount importance. Recently however, Susan found her trainees distracted. They were either checking mail or surfing the web on their smartphones. She assumed that the trainees do not find the training content interesting. To ensure her classes were appealing, Susan constantly changed her content to suit her audience.
Trouble with Zoho CRM fields to Zoho Creator
I have an old application that works fine getting info from Zoho CRM to Zoho Creator and I'm attempting to use a similar code on the new application. The old application has the record ID (zoho crm) variable as a Number. My new application has the record
Hard Bounce List
Hello I recently sent some test e-mail campaigns to internal company colleagues. Owing to some e-mail authentication issues with our company domain, these internal contacts have bounced three times and have been added to a hard bounce list, meaning I can no longer send e-mail campaigns to them. Now that the domain authentication issues have been resolved, I need to be able to send e-mail campaigns to my internal colleagues, but the system will not let me because of the contacts' hard bounce status.
Use templates to create similar projects
Create custom project templates and use them to start projects that are similar or repetitive in nature. For instance, a publishing company handles a variety of books like management, research, STEM etc. Each division follows their own process and the
A better way to calculate completion percentage.
Currently the developed zoho project program calculates a percentage calculation on the project overview page. (See % area in picture below outlined in RED) This percentage is currently calculated by dividing the TOTAL NUMBER OF COMPLETED TASKS by TOTAL
Zoho Creating duplicate tasks on Save
Duplicate tasks - so when i am in a workflow and set it to create new task, i then set the task but when i hit save it dosn't do anything.. i have to X or just close the task, then i have to hit create task again and go find it (that is one issue, i can
Field called "A" appeared in a subform. Not showing up in the builder.
I have a subform on a form and a field called "A" has appeared within it. It does not populate in the builder, it does show up in the Application IDE. I have tried to delete it from the IDE and it keeps reappearing. How do I get rid of the field without
Test roles and permissions with an account with an uniq user
Greetings, hope find all good and safe! I have an account with only one user to build apps. How can I test my roles and permissions, once I can`t dowgrade the uniq admin user? Can I do that via Sandbox? Thanks in advance.
Report showing YOY Growth By Period?
Is it possible to have a report that shows the growth over the same period last year, like with the seasonal, but including all months? The seasonal works great, but you to choose a specific month. I'd love to either show all months, or be able to use
Webinar co-organizer support within the Zoho Meeting Android app
Hello All, In the latest version of the Zoho Meeting Android mobile app (v2.1.9), we have brought in the below enhancement: Webinar Co-Organizer support: 1. Co-organizers can view the polls even before the organizer starts it. 2. Co-organizers can
Host can now add device participants while scheduling a meeting from within the Zoho Meeting iOS mobile app
Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.17), we have brought in the below enhancements: Anonymous Q&A support in webinar Add Participants Invitation template Anonymous Q&A support in webinar: Now, the attendees can ask
zoho server is unavailable [ IMAP incoming issue ]
I have followed the article here and also tried the trouble shooting part for incoming mails but I receive the error moodforfood is currently unavailable on my iPhone 7. Configuration is made as stated on the document but not able to sync or receive emails on my phone. Outgoing mails are working fine.
Unable to Renew
Pay now option is missing after adding all the necessary details.
Please enable sorting for more columns in Plain View
Plain view is an excellent view to work in, but I find the usefulness of it greatly reduced by the inability to sort by several major columns. Examples: When looking at Plain View for a Project, the first thing I want to do is sort by owner. The next think is by Task List. Neither is possible. Yet I can sort by Status, Due Date etc. When looking at Plain View in My Tasks, the first thing I want to be able to sort by is Project. Not possible. Can sorting just be enabled for all columns? The CRM team
Zoho One/Recruit Setup
Just going through my Zoho One setup and have a few questions: Office 365/Email Integration How can I integrate my outlook sent & received emails with Recruit? - Looking for email conversations to be logged against a candidate note for example. Client
Preview and test your emails to make them error-free
You can now review your email content and verify whether merge fields such as company details, user information and signature are replaced properly with their original values using the preview option. The preview option will be available while you are
form can not be submitted
Hi, I created a form, and can not submit it. Got an error message: Error occurred, sorry for the inconvenience. The form has a subform with 54 rows. I do not want to loose data and do not want to create the form again. Any tip how it can be managed, please?!
How do I connect my app to Zoho CRM?
I need to connect my app user data to Zoho CRM for real time updates. how do I do it? Where are the developer tools and links to implement that?
Wildix and Zoho phonebridge
We have installed the Wildix integration in Zoho and PBX. It works only for the Zoho admin and not for other users in Zoho. All users have been imported and says so in the company telephony settings.
Auto fill in fields on base from a lookup field
Hello, I am asking for your help after 5 days of searching through the forum, youtube, etc..etc ... I have the following scenario I want to generate an invoice realted to a custom module, these being linked through a lookup field. Both in the invoice
Workdrive Truesynce Update Notification Stops Files Syncing
Hello We noticed that one of the team's files they created over the last couple of days were not visible to other team members when they shared them in the correct folder. She was also unable to see files they shared into the team folder. After looking
configure chatbot to be more interactive
Hi, my chatbot make the first welcome good and the first reply is good but chatboot continues to give visitor same question, instead saying for example: thanks for your kind request, you will receive a call from our operator soon. How to set up this action?
Publish CRM Notes to Slack
Hello, I'm trying to create a workflow where if somebody adds a note to a CRM module it will post to a slack channel. I can do this when any field is updated, but I would like for the Notes to also post to the slack channel. I believe Notes are a Related
Add the rules for the subforms (hide field, show field, ...)
The rules are not supported at this time for the subforms. Do you have any ETA for this important feature ?
Live webinar: Hybrid events in Zoho Backstage—November 2021
Hello everyone, With the release of hybrid events in Zoho Backstage, we have planned to host a live webinar where we will explain how you can create and organize your hybrid events from beginning to end. Join us for this webinar on Friday, 19th Nov, where
A parent task can not be made dependent on the completion of its subtask(s)
I can designate a parent task ("Check earthing") as dependent on the completion of one or more of its subtasks, but someone who has been assigned the parent task and its subtasks can close the parent task and all of its subtasks with close without a warning
Get your documents e-signed with the Zoho Sign extension for Zoho CRM
Sales frequently involves the salesperson carrying bundles of papers to get them signed, or the need for soft copies to be printed, signed, and scanned. In either case, it creates friction in business as it takes up time and effort to get the documents
will a lead be notifed on "delete"?
Will a lead be notified when I delete him/her from ZMAs lead list? If yes, can you please let me know how to remove a lead withou sending a notification? You may want to add that answer to your knowledge base as well, since I did not find it there: https://help.zoho.com/portal/en/kb/marketing-automation/user-guide/list-management/lead-management/articles/how-to-delete-leads
Zoho Desk: Incoming Chat Automatically Going to Missed Chats
Hi all! We're having an issue in Zoho Desk where we're seeing chats going to "Missed Chats" despite our team being active. We've already set our team members to not show as idle. Additionally, some of our team have lost access to the chat in Zoho Desk
From Address: Edit default email
Hi Zoho Desk Team, Is it possible to edit the default "From Address"? We want to change it to: support@amti.zohodesk.com Or can we request for you to change it?
SLA Response time to NBD (Next Business Day)
Hi Zoho Desk Team, Is it possible to set the SLA response time to next business day? Ex. Ticket was received today but the response time is for NBD (Next Business Day) Within 8AM - 5PM the agent must respond to the requestor, and if the agent did not
Add more options for customer satisfaction
We think that is important that we have more options to qualify the customer satisfaction, now there are 3 faces, I recommend to have more options like 5 stars. Like this picture. I will be grateful
How do I pull how many leads came in per year
How do I pull how many leads came in per year?
Can you trigger a Goal by a page's meta tag?
I'm 99% certain the answer to this is "no" but wanted to confirm. My client wants to trigger Goals by visits to pages that use specifc meta tags. The only way I've triggered Goals is through visits to a specific page or pages with a string in their URL.
Lead - Contact - Potential
I'm just getting set up and trying to understand the difference between Lead, Contact and Potential. We are a custom closet company, B2C. Our process involves -Customer contacts us -we take down customer info and set up an apt to design the closets
Empty rows when hiding details in crm reports
We build a summary report, with around 10000 records. We summarize by a list field with 4 values. Then we hide details to see the totals. AND GUESS WHAT !!!!!!!!!!!!!!!! thousands of EMPTY rows. SERIOUSLY????? EMPTY ROWS????????????? Can you say WHEN
Zoho Desk | Autonumber Field
Hi Zoho Desk Team! Hope all is well with you. I would like to ask is there any workaround to create an custom autonumber field in Zoho Desk? Say I want to have this format: ABC-YYYY-5Digits(incremental). Please let me know. Best regards, Lizz
Web site unresponsive. Works when Salesiq is disabled.
Getting the following errors when navigating to any page on our web site. Disabling salesiq solves the issue otherwise the page remains a blank screen until it is manually refreshed :( Any ideas from anyone?
How to have change image on drop down change?
I want to achieve like ecommerce type in which when you change the variant it will also change the image shown? How can I do that? thanks
Use zoho crm api for extension
I create extension for zoho crm using sigma developer console. Which ways to call zoho crm api like this docs? https://www.zoho.com/crm/developer/docs/api/v2/ If its not possible how i can send request to zoho crm from my server? I need some webhook endpoints
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