Tips and Tricks #34: Easily create Embed codes for your files and folders
Hello everyone! We're back with another interesting WorkDrive tip for you all. In case you want to view our previous articles in the Tips and Tricks series, you can find them here. Creating embed codes for your files and folders helps you and your team
Username Change
If you change your Username this then changes the name in your default URL. WIll this affect other apps with already live default URL's with the old Username or will these continue to work with no change needed? Many thanks
How can I control the Permissions of buttons that I create in report?
How can I control the Permissions of buttons that I create in report? Does it have standard way to do that?
¡Webinar en español! Nuevas funciones de Zoho CRM 2020
- PLAZAS AGOTADAS - Webinar: Nuevas Funciones de Zoho CRM 2020, 9 de julio ¡Hola usuarios! Como bien os comenté recientemente en otras publicaciones, Zoho CRM ha dado un paso más para hacer que las relaciones con tus clientes mejoren. Las nuevas características de Zoho CRM 2020 se basan en tres pilares fundamentales: VISIÓN, EXPERIENCIA e INTELIGENCIA, y tienen como propósito eliminar barreras y mantenerte relevante entre tus clientes. Por este motivo, los equipos de Zoho Latam y Zoho España unimos
Attach or associate a file to a Customer in Deluge?
I am trying to connect a Customer in Books with a Contact in CRM, specifically an attachment that is found in the CRM record. In CRM, I attach the file in Deluge with the zoho.crm.attachFile call, however, I do not have that option in Books, it seems. I noticed in Books, there is a central "Files" area where attachments are stored and it seems they are referenced to whatever object in Books they are meant to be associated with, though I could not find a way to upload there from Deluge either. I see
Send emails to all Contacts associated to an Account on Account Blueprint state change
Hi, I have a blueprint that transitions an Account in various states. I want to be able to trigger an email notification that on an Account state change to all email addresses of Contacts associated to the Account. I couldn't figure out a way to do it since all email templates and triggers rely on the email and name fields to be in the Account form and not the associated Contacts form. Thanks Wing
The most efficient way to map options from options fields from ZForms to CRM
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to map the sub-field options in the field. This is creating duplicate and tripled values becasue the option on the form is not exactly the same as the options in the CRM. The reasons to this are: language and that in the form is more detailed the option;
Zoho form representation on tablet... :'(
Hello, dear Zoho. I am trying to embed a form on a website, using <iframe>, and it looks very nice on mobile and desktop, but not on tablet, please see the attached image. It sticks to right. <iframe style="height:1500px;width:100%;border:none;" src="https://forms.zohopublic.com/ArmadaLED/form/ProductEnquiry/formperma/XXXXXXXX" scrolling="no" frameborder="0"></iframe> Here is the page: https://armadaled.org/luminarias_bombillas_reflectores_rd/ Any idea how can I overcome this little problem? zoho
What's New – September 2020
Hello everyone, We spent September working on a few of under-the-hood improvements and squashing some bugs along the way. We've also rolled out a new feature to make your event microsites more versatile. So here are the latest feature updates from Backstage. Page-level permissions and smart buttons that you can customize Increase the security and exclusivity of your event microsite by setting up visibility level permission for your pages. When you do this you can control who can access a specific
Zoho CRM - Copy mailing address between Contact and Account
I need to print an address for a mailing. The issue is the address is under the account, and the name under the contact. Is there a way to do this? I was thinking maybe there is a way to copy the address to the contact, and then just print from there. (I did ask this question a few days ago, and incorectly said the address was under lead.) Thanks
How to create landed cost detail?
Dear Zoho Team , I would like to know create landed cost detail. Can you help me to explain? I can't choice right account and it is associate with Chart of Account or not. Best Regards, Ei Ei Thae
Item Details from Estimate to Retainer Invoice
Hi. When converting an Estimate to a Retainer Invoice, we need the item details to be reflected too, instead of just having a blank field. We need to have the power to remove items as well. I understand that the customer might want to just pay a percentage of the amount which is not reliant to the items' price. Hence, I am suggesting to have two options; one is to pay according to items, another is by percentage. This will be a great addition to Zoho Books. Looking forward to hear from your team
Contacts common in an organisation
Hi, is there any way to make a 'corporate' contacts list within an email organisation and accessible by all members? Thanks
Zoho Desk app is now made even better with iOS 14 experience!
Hello All, As Apple has unveiled iOS14, we have brought in support for some notable features which will help you in providing a better customer experience. Below are the features that are covered in the latest version of the app (v2.5.1): Widgets: Widgets are customizable extensions that can be added to your home screen that keeps you updated on important activities and information. Agents can now keep an eye on the metrics they care about, without having to open the app every time. The
Zoho Sign Templates for Sales Order
I would like to be able to send the CRM Sales order for digital signature. What options have others discovered to accomplish this? I don't want to use the estimate because we have created intense parent/child relationships specifically for the Sales order module.
Does Zoho Meeting have a recording feature?
I'd like to record our meeting sessions. Does Zoho Meeting have a recording feature in the paid version? Thanks.
Table in Campaigns
I don't want the border on a table that I have created in Campaigns. I want to be able to have three images on the same "row" and want to be able to add a hyperlink to each image so I need those three separate images on one line. I tried using the Table function but I don't want the borders around the table...I want it to look like it is one seamless line. I also tried to hyperlink the image so I highlighted the image and clicked on hyperlink...but it is just putting a text of underlined link
Email forwarding automatically disabled
Hi, I switched my family to Zoho this week. 3 mailboxes, 2 forwards to gmail. I created a forward as admin. Entered the confirmation code and everything wrked fine - for 3 minutes. Then I got an automatic reply from ZOho: Dear Admin, The email forwarding configured in the Zoho Mail account ****@*****.com has been disabled for the account *******@gmail.com. Please feel free to reach us at support@zohomail.com for any further questions. Thanks, Zoho Mail Team P.S.: This is an auto-generated message.
Tip of the week 73: How to work unsubscribes to your advantage
Picture this: you lawfully send an email campaign; you come back to measure its performance; you look at the available metrics...and you find that certain subscribers have opted-out (unsubscribed). Does unsubscribes psychologically affect you (ever so slightly)? If yes, you're definitely not alone. However, is it a major problem? Not really! Email opt-outs doesn't (majorly) affect your bottom line. If anything, it helps you create relevant content for a relatively healthy mailing list. We
Copy Account to Contact information
I'm an ACT! user evaluating ZoHo. One of the things ACT! does is allow you to either create a Contact *from* a Company (Account in ZoHo), which creates a new Contact record with most of the common fields populated *from* the Company record - like address, phone, etc - and all you have to do is fill in the Contact name and email. Or, if you create a Contact first, you can create a Company (i.e. Account) record from that contact, and it will *take* the Company name, address, phone, etc and create
Exporting older date Tickets from Excel Sheet to Zoho desk
We used to track Customer related Issues in Excel/ Google Sheets before opting for Zoho desk Enterprise version, Excel Sheet has all the earlier issues & Resolution with Assignment of Tasks related to the Products. It would be helpful if the back dated tickets which are in Excel sheet format can be added as History Tickets in Zoho desk.
WFH Tip: 24 Objects in the Zobot
Before you start building a Zobot for your business, you need to know about the objects that are available inside the Zobot. This tip aims to give you an idea of the core objects that are found throughout the custom bot implementation. These objects serve as a guideline for input parameters and output response formats for the scripts used in the bots. The following are the actions that can be performed by the Zobot: Handling visitor chats Forwarding chats to humans Blocking a visitor Collecting inputs
Setting Up: Multi-brand vs. Teams vs. Departments
In terms of configuring access to our help desk and letting people have their questions answered or submit requests, we have several different parts of our company to add to the system. These parts of the company may get questions in-house (from staff), externally (from customers/contracts), or even both. In addition, there are certain areas we would want to prevent others in the company from viewing. For example, we would only want people linked with HR to see HR, or only people linked with finances
customer portal
How we can share client portal to our customer so that they can raise a ticket.
ZohoDesk : whiteListedDomains - not recognised
Code var data = ""; var requestURL = "https://www.zohoapis.eu/crm/v2/accounts/" + "<ID REPLACED>"; var requestType = "GET"; var connection = "crm"; var reqObj = { url: requestURL, headers: {'Content-Type' : 'application/json'}, type: 'GET', connectionLinkName: connection }; ZOHODESK.request(reqObj).then(function(response){ console.log(response); }).catch(function(err){ console.log("Errors"); console.log(JSON.stringify(err)); } ); Error message {"errMessage":"No entry found
How to track founders investments ?
Hi all, We have started a small business, and looking for a good way to track founder expenses. In the beginning i tough about using zoho expense, but now it seems that may be a basic mistake, as this are expenses and not investments (buying test products, inventory etc.). We still dont have a company bank account so when ever we need to purchase each does it in his turn. Will appreciate any advice. Yonatan.
API Endpoint For Adding Orders
Please provide a streamlined endpoint that can be used to quickly add orders to zoho books. For any eCommerce company that wants to quickly automate all revenue account this is a critical need. Right now in the API it's possible to add revenue items,
Delete all Leads/Accounts/Contacts??
I've uploaded about 30,000 contacts and leads to Zoho CRM. I just realized I upload lists that I haven't de-duplicated yet. How can I completely remove all the data I've uploaded? If I used mass delete I can only delete 100 contacts per page, this would take forever.... is there a faster way? Or is there way to de-dupe accounts/leads in the CRM itself?
Full name not username
Hi I am hoping there is a better solution than the one listed on these forums for getting the logged in users full name ie Bill Smith, rather than bsmith3. I see the old solution was to creat another database an manually enter in the information... hopefully some improvement has been made in the last 5 years.
Different email notifications to send based on same blueprint/transition
Have a question related to blueprints, transitions and workflows. I am trying to create a blueprint to manage the leads generated in CRM from chats missed in Zoho SalesIQ. The automatically missed chat lead is created with the country field filled based on the visitor's IP address. If we miss a chat overnight, we have a list in CRM with all of them and we have a blueprint to follow up with that person. See below: Now, I know I cannot have more than one transition to the same stage. Also found out
"Open in new tab" appears in admin instance but not users
I have several dashboards that contain one or more Tabular Reports. If I view the dashboards in View Mode from my admin account, in the upper right hand corner of the report there are two icons - one that displays a tool tip on rollover "Export" and the other "Open in New Tab". However if I view it from a user account, only the "Export" icon is available. The "Open in New Tab" is of much more use to me in most cases than "Export" because I have a lot of conditional formatting applied to the table
PDF presentation/ fullscreen mode not working
When I click on the presentation mode icon for attached pdf, it doesn't do anything. What to do??
Get ticket link from given ticket number
If I have a ticket number, let's say #8447, is there any way to create a usable link knowing only this and the URL of our Zoho Desk? Or is the only way to generate a link to the ticket by going into Zoho and searching that ticket number? This question goes for both linking to the ticket internally, as well as creating a customer portal link. Are either of these possible?
site carreira
campo de localizar cidade ou vaga igual layout 01 e habilitar esse campo nos modelos de layout 02 e 03 do site carrier
Allowed IP addresses
our email of admin at atruing.eu and sunil at aturing.eu got ip blocked because the isp changed the ip and now we cannot login. Can it be reseted.
SalesIQ Monthly Reports Not Available to Admins?
You guys created a beautiful and helpful monthly SalesIQ Live Chat Analytics report. I like it. Thank you for providing it. My concern? Only the portal owner can see it. My team (administrator level permissions) cannot see these SalesIQ monthly analytics reports. It means I can't delegate to my executive team to review and analyze that data. Please open that up to administrator level in SalesIQ. If I gave them admin permission, it means I want them to have information. Also, it would be helpful
Ip address changed and Cannot login
Hi, I am unable to login to two of my email id one of them is admin I had setup specific ip address for login and now for some reason i am not able to login. I assume my Ip address has changed i am using the same ISP. Is there any way this could be reset. Regards, Sunil
Email in /api/v3/contacts
How could I add an email or phone number to new contact using Contacts INVOICE API? Even if I put it in JSON, contact saved with empty fields. { "contact_name": "Sarah Doe", "company_name": "Testimonial LTD", "payment_terms": 15, "email": "example@gmail.com", "phone": "+18001234567", "website": "www.example.org" }
Update estimate template depending of a customer field
HI, We have a customee fields named Business Unit. Depending from the value, the template to be used for an estimate should be selected and no the default one. We notice our sales often forgot to change the template. I thought of a workflow, which would trigger a deluge script. But I can't find a way to update that template when the record is created. Any clue ? Regards
Cliq Invites
Hi, we have an organisation with 11 members in Zoho Workspace. What I can't understand is why Cliq can't be used to communicate with other members unless an invite is sent and accepted? Is there a way for the administrator to open up Cliq to all members? Thanks
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