Tip #7: Combina registros duplicados
Tips and tricks #07, adaptado de Aishwarya EK ¡Hola de nuevo, usuarios! Este mes, dedicado a la limpieza y mantenimiento de las bases de datos en Zoho CRM, nos ha traído tips como el uso de hojas de estilo y los campos únicos para evitar duplicados. Si quieres que hablemos sobre alguna temática de CRM en concreto, por favor déjalo en los comentarios. Esta semana te enseñamos un nuevo tip para mantener tu base de datos limpia. Tip #8: Combina registros duplicados Mantener una hoja de estilo para una
View amount of members tasks in one snap shot
Hello, Pretty basic function, but I can't find any way to see it. Is there any way I can check and see amount of members tasks one by one? I would like to see it in one view so we can compare how much work each member has. Basic, but very important to
How to enable "Submit to approve" for all (regular) users?
Hi! We recently introduced Zoho Invoice on a slightly bigger scale in our team and added the regular approval layer. In our daily work we were hitting a wall with this since apparently not every "regular" user can submit invoices but only in cases if
Projects Issue Board - Sort Kanban View
The project Issue section under the Kanban view provides no way to sort issues. It currently just always puts the newest issue at the top and the oldest issue at the bottom. At the very least I would like to reverse this sort so that the oldest issues
Búsqueda en campos lookup de un subformulario
Tenemos el módulo personalizado "Peticiones", el cuál tiene un subformulario que tiene una columna búsqueda al módulo personalizado "Maquinarias". Cuando el usuario accede a la búsqueda avanzada para añadir una maquinaria, tenemos 3 columnas, pues la
Modify Field permission on Deals depending on stage
Hi is there a way to modify a field Permission depending on a Deal Stage? or is there a way to modify field permission from a function? i want a certain field to be read only from certain stages onwards.
New in WorkDrive: Share files and folders to WorkDrive Support
You can now share files and folders with the WorkDrive support team with view or edit access to analyze, debug, or understand issues related to preview, formatting, and editing. (For other issues, please send an email.) When you share a file or folder
Zoho Flow error
Hi i was trying to create a flow between Zoho sheets and Zoho Workdrive so that when i enter a name in sheet a folder with that name should be created in workdrive . it was not happening that day and when i try the same on the next day it happened. I
Ask the Experts #16: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We are excited to host the first online community event in 2021 - Ask the Experts #16 on 28 January 2021 between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion
Email notification @userxyz
Hello, I used to receive an email when someone was tagging me in the notes section of an opportunity, contact or company (exemple : @marieelise could you have a look at this opportunity) like this one. Since a couple of weeks, i don't received those
Email template for Deals automatically changes #variable field when the template is edited
Hi there, The issue below may be related to french language only ... When creating the template with the variable field #Deals.ContactName inserted, save action is working fine as translated as "#Transactions.Nom de Contact" in french But when reediting
IMAP integration questions
Hi, I had a few questions about Office 365 IMAP integration: Do emails (and their attachments) count against your storage? Is it correct to assume when a user leave the company and you deactivate their Exchange account, this will also remove their synced
Zoho Desk Community Digest - December 2020
Product Enhancements In the Create Ticket form, now while you select a Contact you can also see the Subscription and Invoice details associated with the contact and contact's account in the right panel. This is available for all paid editions. There
How to change hyperlink text color
Hi all, I want to include hyperlinks in my email newsletter, but due to my template I can only add hyperlinks in grey color. Since most people are used to hyperlinks being blue, I want to make my hyperlinks this color. How do I do this. Thank you, David
Spotlight 28: Streamline session management using hosts
Anyone who’s hosted an event will know how unpredictable they are and how chaotic they can get. That’s why a lot of time is spent in planning every aspect of the event—team members are given defined roles, everything is checked and rechecked, and speakers
Iterate over loop
Hi, I have the following script setup to create PDF voucher based on the input.Number_Of_E_Vouchers , e.g. if the value is 4, 4 vouchers will be generated, but seem the loop stopped after generating 1 voucher, is there any coding issue with the below
Automations from email statuses
Recruit shows the status of a sent email but I can't find a way to trigger any workflows as a result of them as they cannot be targeted from within the module workflow. We have lots of automations on our referencing custom module and most are auto-approved
Can't edit PayPal payments?
It looks like the edit payment option is present but it is not there for payments that go through PayPal. I want to mark how much of the transaction went to PayPal fees. ...or is this done automatically? I need to edit a payment in Zoho Invoice and can't see how this is done now. I checked the help and there is this page: http://www.zoho.com/invoice/help/invoices/online-invoice-payment.html The screenshots they show are outdated. Thanks. J
registration level
i need a crm to run 3 people in my sales team and i want to be able to see what they are all doing individually but not for them to see my leads or anyone elses. Which level subscription do i need?
Custom domain name for external file sharing
We would like to share files with our customers directly from Workdrive. For reasons of trust and branding, we need to use a custom domain in the download link. Instead of https://download.zoho.eu/v1/workdrive/download/0zx7c4b3a391271c449baa73afec2fddfddf9b9cf7 In needs to be https://download.custom.domain/v1/workdrive/download/0zx7c4b3a391271c449baa73afec2fddfddf9b9cf7 This is already implemented in e.g. Zoho Forms.
Zoho Flow doesn't acknowledge status update in Zoho Desk if it's triggered by workflow
Hi, I don't if this topic has been discussed before. I create an automation using Zoho Flow for Zoho Desk, basically to create comment every time ticket status is updated. I've tested it by moving the ticket status manually and it works wonderful. But
Razorpay Payment Gateway Extension for Zoho CRM
Easily connect your Razorpay account with Zoho CRM and send Razorpay payment links to your customers from the Invoices module in Zoho CRM. Send a payment request link to the customer, cancel the payment request, or resend the payment request notification
How to fetch data from Zoho Inventory into Zoho Creator
response = zoho.inventory.getRecords("Item","i inserted ID in here"); var = response.get("Product Name"); for each hey in var { insert into SKU #SKU is a form in Zoho Creator [ Added_User=zoho.loginuser Item_Name=hey #Item_Name
New in WorkDrive: Follow updates
Follow important files and folders to stay up to date on all changes made by your collaborators. For files, you will get instant notifications for version update, rename, and comment actions. For folders, you will get notifications for create, upload,
Could not duplicate page
Dear support I could not find Zoho Learn room, so I send the topics here. In these few days, I could not duplicate a page on Zoho Learn. When I try to duplicate message is up, and say try again later, but I retired several time in these days, nothing
Not able to add search criteria while getting contacts.
https://www.zoho.com/contacts/api/overview.html Following the above documentation to perform crud operation on contacts, but could find a way around if I want to fetch contacts based on a search condition. For example I want to match email address and
Não recebo e-mail de outro usuário, mas consigo enviar
extension
I have created one extension, now I want to duplicate that, is there any option to do so? or I have to create manually again from the beginning.
Hide the client's name in the video interview
Hello. Is it possible to hide the client's name in the subject of the live video interview because it must be kept confidential for the recruitment agencies.
Account information
How do I send my user their user info for them to log into their account. I created 4 account, now how do I send them their information so they can log in. Is there a link.
Paid and free account?
Hello, If I have a paid account, can I also set up a free email (@zohomail.com) account if I only have one mobile phone? Or do you block this? Thank you
Analytics on the phone queue?
We've recently started using the Twilio integration. We need to see reports on call volume, % of calls answered, time on hold, etc etc, to better manage our customer experience. Where do we look? Thanks in advance!
Video Tip #14: Restore deleted data in My Folders
Hi everyone, We're excited to be back with our video tip of the week. We hope these tips help our WorkDrive community learn more about the essential features of your favorite online collaboration software. Have you ever accidentally deleted a work-in-progress
Unable to edit my email address
Unable to edit my email address at Zoho
Does Anyone Know A Way to Get Zoho Campaigns Leads and Email Templates in Zoho MarketingHub?
I recently discovered Zoho MarketingHub after using Zoho Campaigns for a few months. It makes sense. Zoho Campaigns to send email campaigns to previous/current customers and Zoho MarketingHub to send email campaigns to leads. Here's where I am confused.
French translation of "Deals" is not homogeneous
Hi, "Deals" may be translated as "Transactions" or "Affaires" depending either on the menu or either the client (mobile or web app are not translated the same). Could you always translate "Deals" as "Affaires" which simplest than "Transactions" for french
Events color in Connect
When adding Events to the calendar in Connect how can I change the color? Or is there another Zoho calendar I can integrate?
FREE WEBINAR TODAY: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals
Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consuming
Passing CRM Values to a Custom Function as Parameters
Hello, Could someone help with this little custom function, please? It sends a text message as part of a workflow to a lead's mobile number, addressing the lead by name. How do I pass those two values from the Lead module? I see how to edit the arguments
Bigin - Astuce #1 : Découvrez les Paramètres de Bigin
Bonjour à tous, Voici un article vous présentant les Paramètres de notre CRM pour les petites entreprises : Zoho Bigin. Bigin a de nombreuses fonctionnalités qu'il est possible aux administrateurs de paramétrer depuis le menu, simplement et intuitivement.
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