Sigma Extensions Permissions for Client Users
Hello, I've been developping a extension for Zoho Projects. The goal is to embed a 3D file viewer for client for who we do construction project. In order to do that, I've been playing with the Sigma to create very basic extensions without third parties acces and test them. But it looks like whatever the widget location parameter have been set, the extension is not available on the Portal for the client. It works for Users. Is it a permission limitation? What's the way to change that ? Thank you
View specific departments
Hello there ! Sorry if this topic already existed, I couldn't find it. I would like to know if it's possible to see several departments simultaneously but not all ! To be a bit more specific, here is an example of my need - I have 3 departements A B & C - I work on departments A & B ( I need to constantly see both departments and ansewr really quickly to those tickets) - However, I also need to have access when I want to department C (for monitoring & consultation purpose) Is there a way to filter
Why are some emails landing in junk/spam?
Hello, Our company has sent a few campaigns with great success, however, we have had people come back to us telling us our mailers are landing in junk/spam folders. Our domain has been authenticated, could it be possibly from adding hyperlinks or images?
Coupon Generator with end of date use
Hello World, I needed a coupon generator to generate about 200 unique coupon per day for my ecommerce and couldn't find one. I never coded before the last 48h and didn't know what a variable,function or index was. I watched a video about JavaScript for Beginner and went true the Zoho Deluge website to find functions. I then created this one. It gives about one and a half billion combination per day. Should i worry about having a double coupon value happening? Is there a way of avoiding it? Should
Tip of the week 71 - Re-engagement emails to win back your lost subscribers
In a world that's running behind many things, it is quite challenging to get your contacts' attention to read your emails. And, when someone is doing so, it is your mere responsibility as an email marketer to deliver value. While a lot of your recipients may engage with your emails, there still are a few that leave your emails unopened for months and stay dormant. Yes, we are talking about the inactive contacts. You need not fret over this but at the same time not taking any steps about your inactive
Repeat reminders, Markdown formatting(and genereal shortcuts) and more
Features i would like to request: The ability to have a reminder repeat where you choose (daily, weekly, workdays, monthly or custom) Custom would specify days of the week + X number of days later (so you can choose) Ability to change reminder time format to 24 hour time General incorporation of markdown formatting and / commands (below i will provide a competitors Shortcuts as I believe they are a good starting point. Keyboard shortcuts Link to all shortcuts: https://docs.google.com/document/d/1uKBOGpXOdjw5AaoMcDcXSlXfSsG32HYtHsXjjoD0s1s/edit?usp=sharing
Video Tip #15: Create and set Labels to your files and 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. Everyone has their preferred method of organizing
App building made easy with our all-new cloud editor
It has been quite a while since we had connected on this platform. A lot has happened in our marketplace and we want you to know what we are up to. You must be familiar with Zoho's extension toolkit that's used by developers for building our extensions. As the next step, you can now build, test, and execute your extensions using Zoho's cloud editor - Sigma . Why do we recommend you to use the cloud editor? Your extension development can be entirely managed online. The installations of 'Node.js'
Hiding Deal Stage on Kanban / Deal Module
The reality of deals is that a deal can be one or lost at any stage, these are two separate functions all together. Zoho decided instead to make WON / LOST part of a stage in the deal process. This was not a great idea, but none the less this is how the system functions. In reality a deal should be WON or LOST and in any particular stage of the sales process. With that being said, we like to look at our deals in a Kanban Board style. Unfortunately, we have to view columns that are never really used
Auto Assign Lead Cost (CRM/Campaigns Module)
Hello Everyone! I am looking to have ZOHO CRM assign a lead cost based on what we are spending on our campaigns. This is my diliemma: When entering a new lead into CRM, we are associating that lead with a Campaign (in a field). We added a custom field "Lead Cost" which I would like to have an average cost assigned in there. This would be based on what was spent for the campaign during a specific time period. For example, if we had a home show named "Test" on August 1, 2020 and spent $2,000, I would
Search Function Isn't Working
My search function isn't working today. I'll search a number that I know there are multiple tickets of (on order to merge them into one) and nothing is getting searched correctly. HELP!
Yea link VOIP Phone W/ Screen for Follow Ups
Hello, I’ve been using Zoho CRM for a few weeks now. And I’m really enjoying it. As I want to expand automation and productivity in the office; is it possible for Zoho CRM and Yealink to sync together, where I can show my scheduled follow up calls to appear on a Yealink screen? for example; in my Prospects - if I add a follow-up or task against a prospect for say, Monday 7th September at 4pm. Is it them possible for Zoho CRM ago integrate in to a Yealink phone, where I can easily see a list of the
Auto Charging Clients Card
Is there any way to charge Clients card in zoho books when there is a change of stage in Deals module?
getAssociatedCandidates - Retrieving Additional Fields
Hi, I am currently trying to use getAssociatedCandidates API for retrieving candidates who are associated with a particular Job opening id. Currently, this API gives back only CANDIDATEID and STATUS. Is it possible to include selectColumns=Candidates(Mobile,WhatsApp) condition to retrieve additional fields related to candidates? If not, can you help suggesting any other alternate methods to retrieve this data?
Get to know Zoho Workerly's new Rate Rules
Hola! As a temp staffing agent, you are constantly calculating temp pay as soon as jobs get completed. Workerly's Timesheets, Invoice, and Export to Payroll features remove this tedious manual work. As soon as a job is completed, timesheets are generated with agent and temp time stamps. Once approved, an invoice can be generated using the Zoho Books integration, and the data can then be exported to the payroll system. We are constantly working to introduce more features that minimize your paperwork
Introducing Zoho Workerly Kiosk
Hola! Ready to take your temp staffing agency's time clocking to a whole new level? Say hello to Workerly Kiosk. Kiosk is our brand-new app available for Android. It makes it easier than ever for agents and clients to keep more accurate time and attendance records. Is buddy punching an issue at your clients' workplace? Workerly Kiosk can help. How does it work? Workerly Kiosk is available to download on any Android device. You can set up a terminal where your temps can clock in and out of their
Introducing Day Rates in Zoho Workerly
Hola! The demand for temporary workers has increased, and now is the perfect time to streamline your business and stay ahead of these changes. Clients have bigger expectations and want you to deliver the right talent to them quickly. During these uncertain times, many businesses are also transitioning to remote work. We're here to help you overcome this challenge. For companies who calculate their temps' pay in terms of a full day or half day of work, we're introducing Zoho Workerly's Day Rates.
Introducing Bulk Shifts in Zoho Workerly
Hola! Recently, we redesigned your shift-scheduling experience with roster view. We hope it has simplified your temp scheduling process more than ever before. We have now added a new function that allows agents to better schedule shifts for their temps: creating bulk shifts. In a busy workplace, you can't always schedule, re-schedule, or delete shifts one-by-one. There may be scenarios where you need to create shifts with specific requirements. For example, when a client needs 10 nurses for the
iOS App Item Search
Hi, I requested an improvement on the iOS App item search. I asked that you guys please include the Item Quantity in the search result. This was implemented very quickly and very satisfactory. But I'd like to request a little improvement. In the iOS app item search, when I search for a product, it shows the products found, and beneath each product it shows: "Available Stock" and the number of units on hand. However, it does not take into consideration the committed stock on Sales Orders. It would
Number of users scheduled audio meeting
Hi, just tried to schedule an audio meeting on Cliq with one other member of my organisation but I'm getting a message that there has to be more than 2 participants? Is this right? Thanks
Missing chat when exporting Private Conversations: Include Direct messages and private channels
I signed up for Zoho Cliq trial. I'm testing it out before upgrading. When I export: "Private Conversations: Include Direct messages and private channels" The chat is not visible in any of the exported json files. There is no chat history under 1.json. channels nor users. Am I doing something wrong? Is the export pvt chat not functioning in the trial perhaps...or is it user error (me) Please help I'd like to shift my company to Cliq.
Help Center - Multilanguage
We have international customers and need to support several languages in our system. Therefore we also want to support several languages in the Help Center - Knwoledgebase. I cant find any possibility to save articles with several translations. PLEASE dont tell me, that the whole Knwoledgebase Setup only supports one language at one time.... That would be absolutely disappointing. Multilanguage for Knwoledgebase articles seems like an absoult basic requirement for a help desk software, am i right
split y-axis (or any axis) by attribute and dimension
this idea is based on how tableau treats axis and the ability to split an axis by an attribute. example: - i have 3 companies and i want to see the running total of widgets they purchased from me over time - if i set up the x-axis with date and the y-axis with widgets purchased and running total i can see the total widgets purchased over time, great - now to see it per company, this is not possible - in tableau for reference, if i were to drop an attribute on the y-axis ahead of the # of widgets
Possible account hacked, including two factor authentication tfa
Hi. I turned my PC on two days ago and suddenly an unattended Zoho Assist session started. I am the only person with access, so I shut down Zoho Assist and instantly changed my password and added two factor authentication. I just turned my PC on this evening and the same thing happened. How is this possible with TFA? Could Zoho themselves have been hacked? Nick.
Clumsy General Ledger
I am new to Zoho Books.I am in fact in the process of deciding to switch entire company to it. However, the accounting and general ledger side of your software seems insufficient in many ways. Perhaps I simply do not know how to get around in it yet. We require reports which will give us P&L's by division, product line, etc. Is that possible in Zoho? Your CRM software seems great, but the general ledger and reports seem better than QB On-line, but well below the sophistication of QB Premier.
Zoho Desk - Sub-customers/Sub-sites
Hi all, I need some help with configuring our Ticket Information. We have a customer in the hospitality sector with many different locations. I'd like to add a field for the Account Name & a field for the Site Name or something similar. I can see I can add a Single Line, but would this allow us to search like we do for the Account Name? Ideally I would like to search for either: MyCompany or MyCompanySubSite and find the appropriate tickets. Hopefully this makes sense! Thanks Mike
Sorting Reports
Zoho CRM phone support just told me that I cannot sort the following report by user alphabetically. The developers created it to sort by when the user was put into the system? Has anyone else experienced this? Moderation Update: With the revamped Reports,
Zoho Creator x Zoho Flow
I can't see Zoho Creator from the list of apps inside Zoho Flow when creating new connection. As described here: https://www.zoho.com/flow/help/zoho-creator.html Zoho Creator seems not available for Zoho Flow, or what?
My permissions are not working quite right
This shows that I have access to Knowledge articles: https://www.screencast.com/t/x1HfojPG6 When I try to edit an article I get this error message: https://www.screencast.com/t/wRxii5Y9d As you can see in the image, I am the one who created the articles so I'm confused as to why i cannot modify them. The two Admins above cannot access them either. So who can? Can it be fixed? Thanks Buddy
Any way to add actions to Duplicate record function?
I have a report where I've enabled the Duplicate link, allowing the user to make a copy of the selected record. But I would like to give the user the option of altering three specific field values after the record is duplicated. What is the best way to do that?
Related Records on Conversion
Hello All, I am having some trouble mapping a conversion for related records on a Lead. I have a separate module that holds a Prequalification Letter for a Lead/Contact. I mapped a custom button to open a Form that promptly merges the inputted data and sends the document to a few recipients in the Lead and Contact Modules. The Form on submission pushes data back into the CRM that triggers a conversion into Contact and Deal(Potential) records. I now have lost the PQ Letter record that was originally
Cannot reply to one or all in messages
I am not able to reply to one person or reply all. I restarted my computer, opened Zoho in Chrome and Microsoft Edge and it's the same problem. I need to fix this - any ideas?
Zoho Desk - Performance Issues
Dear Zoho Desk-Support, Hopefully, everything is fine on your end. Our Head of Service reported an issue with the performance in the last 3 days. Is there anything to know or check the status on our own? We would love to work with much more people in this system and some of those tickets aren't loading as quick as it should / could be. Kind regards, Jan
hard time accessing crmplus
I have had a hard time accessing crmplus since yesterday. When I try to access any of the crmplus services I have a timeout. Apparently, it's https://js.zohocdn.com/ that is at issue. I have no problem accessing services that are not included in crmplus (Zoho Invoice for example). How to solve this problem ? I can't work since yesterday! Thank you very much
Can I trigger a Zoho Sites Member Portal invite to be sent via automation integration?!?
I'm looking for a way to trigger a Member Portal invite via an automated integration. Can you please tell me if that type of integration exists with any of the Zoho services? I have a single-seat Zoho One enterprise license and therefore have access to nearly all Zoho products. I would also consider using a third-party, such as Zapier, etc. if that will accomplish the automation I'm seeking. Please advise a.s.a.p. Thank you. Jim
Quote to Sales Order Conversion Ratio
Hello, I am trying to create a standard funnel to show my quote to sales order conversion ratio. Here are the parameters: This is what the parameter produce: However, when I go to my sales order module and do some filtering with the following parameters: Quote name is not empty and created time is this year, it is saying that 325 sales orders. How do I know the data that the funnel is pulling? Should I be using different logic to get this conversion ratio?
Repeatedly Add Item from a lookup field
I want to create a form which could repeatedly add item from another form? is it possible? Currently i can use the lookup field to link item from another form, but I want to repeatedly added more items. Thanks for any input in advanced.
Zoho Campaigns: Replies to Campaigns
Hello, Our team recently launched a campaign Via Zoho Campaigns. I entered the correct sender address and reply to address. It shows we received 4 replies from the campaign, however, we cannot find the reply in any inbox/junk/spam folder.
Zoho mail not recieving
Hi there! i have made a Zoho mail and I am able to send email from Zoho and they are successfully sent but on the other hand, I am not able to receive mail in the inbox of Zoho mail. I know the problem. I did not add MX record and SPF record. Can i get these again from Zoho and add them to my Cloudflare so that my Zoho mail start working properly? Or i have to create new Zoho mail? thanks
mailchimp verify domain not working
Hello I'm trying to verify my domain at mailchimp and it dont work. daddyz.co.il I dont get any email to my zoho account. I tried lower firewall setting at zoho. adding mailchimp email and domain to white-list. sending to different aliases. spf and dkim working good. I get email from other places with no problem. I send emails with no problem. Please help
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