When are the new updates coming?
I cannot seem to find an official update in Zoho Bookings since Dec 2019. I was told that there will be more regaular updates and that they will become visible within the app similar to that of Zoho Books with a timeline of all updates and events happening. Is this still going to occur? When is the next set of updates expected to come? How will we be notified? Thanks in advance.
This Week in Zoho News - CRM Zen Show Episode 106
Click here to listen to the podcast. Zoho News Zoho Backstage Adds Virtual Events with OnAir Webinar integration into Backstage with polls, analytics and more Here is a full rundown of all of July’s updates to Backstage. Zoho Has Launched an Events Blog Recently launched - The Green Room - looks to be a nice resource for event-related tips and discussions. Zoho Launches Another New Product - Zoho BackToWork This is a Zoho Creator application that will help companies ensure compliance and safety when
Automating Customer Email reminders
Hi all, I am trying to work out (not successfully) how to send a customer a "Service" reminder email. I need to send an email to a customer based on a few different fields and conditions. So a customer would get a reminder email if they have a service due next month, once the email has been sent the system then changes the next service due date, this new date is based on what level of service they have purchased (bronze 6 months, silver 4 months, gold 3 months). But i only want it to send the email
Ask the Experts - Zoho Inventory #4: 7 hour live discussion on the integration between Zoho Inventory and eBay.
Hi folks! We're back with the 4th episode of 'Ask the Experts - Zoho Inventory'. This week, we're discussing marketplace integrations and selling online through eBay. The best parts of this integration are that it consolidates all your orders into a single platform, allows for excellent stock management, and enables eBay drop shipping. Zoho Inventory currently integrates with eBay.com for the United States and eBay.co.uk for the United Kingdom. Just like in earlier episodes, our panel of experts
Multi-Page Registration Forms
Is there any way to break down a really long form into multiple pages? What is the best way to handle multi-page forms? My client's event registration forms have approximately 5-6 steps in the form.
Cannot login to Zoho Desk
Hi there, I'm having issues logging into Zoho Desk. I go to my custom domain https://support.mydomain.com.au/support/xxxxx and enter my email address and password. I then get redirected to https://support.mydomain.manageengine.com/oauthorize which fails with "page not found" error. I mainly use the mobile app and haven't logged into Zoho Desk by desktop for a week. Has something changed? Thanks in advance, James
View As - Building Apps
Can we please get an option to be able to View As (both for Customer and User) I'd like to be able to see what a particular customer will see based on their permissions without having to set up a dummy user.
Conference Room login
Hi does anyone have a solution where I can allow any user to start a meeting from a common (boardroom computer) without having to log into ZMeeting everytime? I know they can join a meeting, however, if the presenter is in the room, they have no way to start the meeting without either their laptop or logging in. How have you solved this issue? Thanks
Zoho Sites Pro license is active only on one site
Hello. We have bought zoho sites pro license, and while creating second site the message shows that my trial will expire in a 10 days: And as you see below, my new site does not included in regular subscription: How do I apply my previously honestly bought subscription on a new site?
Zoho Finance and CRM integration question
I would like to know if it's possible to set up this integration: When a Zoho Finance Invoice status is updated to "Paid" the Stage field on the Zoho CRM Deals module is updated. It would be great to have this kind of integration. Any idea on how to set this up?
Using both Cliq and Connect?
I am wondering if anyone is using both Cliq and Connect? There are several feature overlaps between the two products which can be confusing to the users. It seems to me if the features of both were merged it would make more sense? Your thoughts would be appreciated.
Hide received from IP originating
Hi, Is there any to prevent an originating IP from mail? I'm using a Cloudflare DNS and VPS Server. Received: from localhost (vmi.domain.net [IP_REAL_SERVER]) by mx.zoho.eu with SMTPS id 1597014838424535.2098509313183; Mon, 10 Aug 2020 01:13:58 +0200 (CEST)
Query with mulitples Joins
I have this query from AccessDB (it works fine). But when I try to execute it in Zoho Analytics it gets a syntax error SELECT Customers.Nombres, Packages.Tracking, Packages.Codigo, Packages.Fecha, Status.Nombre, Packages.IDFactura FROM Status INNER JOIN (Customers INNER JOIN Packages ON Customers.ID = Packages.Cliente) ON Status.ID = Packages.Status What am I doing wrong here. Is a simple query with 3 tables joined
Announcing Backstage OnAir, our in-house virtual events solution
These past months have seen a huge rise in the number of virtual events with some of the biggest events of the year going online. Though there's little possibility for virtual events to completely replace in-person ones, COVID-19 has shown how flexible
Segmentation - Word of the day #96
Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/Up-sell opportunities and execute targeted campaigns to increase engagement, improve retention and deliver better ROI. The most common metric that is used for a post-purchase segmentation is the RFM metric. It evaluates the customers based on the recency, frequency, and monetary values. 1. Recency - When was the last time they purchased? 2. Frequency - How frequently did they purchase? 3. Monetary
Get your customer's survey responses into your Zoho CRM using SurveyMonkey extension
Importance of surveys Surveys help marketers have a better understanding of their customers. Online surveys are a key tool for obtaining information about customers and prospects, which can then be used to drive sales pitches. The real success of a survey
Default Wizard
Guys, Maybe I am missing this - but is there a way to set the a wizard as the default interface? It seems now that the only way to get to the wizard is to select it under layout. I would really like to be able to present the wizard screen by default for a specific role/object to the user - so no other steps are needed to get to it. Is this possible? jv
365 uploading emails to CRM
So, I would like to know if there is a way (a better way, we have tried the Nokia Lumia emulator plugin, its terrible) to be able to put selected 365 emails into CRM. So far it seems no, and I don't think I am going to get our IT department to allow us to open up our servers to Zoho, so a plugin or connector would be nice, however last time we tried with the Outlook plugin it was uploading internal emails which we deemed a privacy risk.
Zoho Sites Webinar | Integrations
Join our FREE live webinar to learn how to integrate both Zoho and third-party products with your Zoho Sites website. Our product expert will demonstrate how to use these integrations to grow, manage, and retain the customers you bring in. Learn how to take your business forward and build stunningly robust and efficient websites. Register here: https://www.zoho.com/sites/webinars/
Common Workflows
For most of my apps, one of the first workflows I add is to fetch customer names from my Zoho Books application to populate a picklist. Since I have way more than 200 customers, this usually involves multiple API calls and quite a few lines of script to filter out vendors and inactive customers Currently, I have this script saved as a text file on my desktop and I cut and paste whenever I need to reuse this for a new app. Is there a better way to do this?
WFH Tip : 17 Integrate your Zobots with third-party services using Connections in SalesIQ
Zobots in SalesIQ are radically changing end-user experiences and developer frameworks and thus business models, how we monetize, and how we advertise.They have taken over a myriad of industries ranging from aviation to hospitality. All these industries need integrations with multiple products and services to keep their customer base intact and to stay updated about customer activity on the website. To facilitate this, Zobots in SalesIQ have a feature called Connections. For example, you can take
Go Beyond the Warehouse concept and allow customized structure to the flow of my inventory
Please have a look at Sortly. This is the new way to do inventory set-up with flexible layers of folders to manage as many complex levels of micro inventory as you can think of. There needs to be an expansion and breakout from the simple warehouse concept that currently rules Zoho Inventory. Thanks you for listening check out sortly.com for reference.
Why I cant receive message?
When I send message to them, it is ok. But when they send message to me, it shows that. Message not delivered Your message couldn't be delivered to ABC@domain.co because the remote server is misconfigured. See technical details below for more information.
Sent / Posted
I need to be able to ascertain whether an invoice has actually been sent/emailed & update a custom status field, can you guys please tell me how to achieve this via automation or field updates? A much better system would be to have a status "Posted" which would change to "Sent" upon actually sending the invoice by email. Not all of us send invoices immediately but need to move the invoice from "Draft" status !
How can I configure Zoho Mail in Outlook?
Hi, I created a business email in Zoho mail for my affiliate blog and tried to configure it in the Microsoft Outlook. I followed all the instructions provided in Zoho Help (link below), but it keeps asking me to enter the username and password for this server. I have attached a screenshot. Please advise how do I fix it? Thank you!
Pull Email address from contact into deals for monday.com integration
Hey guys, hopefully I can make this make sense. We are trying to create a flow that will push certain data from the deal into monday.com everything is working besides the fact we cannot pull the most important field over. The email In the deal it has a field with the email but it's at the top like a related section so in the flow the email is not a variable i can send. What I am hoping to do is either a formula field to pull the email from the contact into a field on the deal so that it will be a
How to add a record to a filtered report
I have a single form - LISTS which includes merged lists of organisation departments, categories of objects, etc., all in the same list in order to minimise multiple Forms. I was advised by Zoho Developers this is best practice. So I have a single Form with filter Query in a Panel object on a Page (filtered by department, object category, etc.). So there are 2 Items in each Record, Name of Item and List Type (Radio). I have tested by creating a Report with Filter and same problem. All I want to do
Sales orders with back ordered PO's
Asking efficient Books guys as Inventory guys always seem to be on fag breaks / holiday & I need a quick answer ;-) .... Hmmmmmm !!!! OK - please tell me how to overcome this ..... Sales order | create back order PO ... Sales order is auto marked "On hold" ... Try edit sales order to change shipping date... Almost there, but... Sales orders that have been shipped or on hold cannot be updated. So is NOT shipped ... back ordered PO Received... Try edit sales order to change shipping date... Almost
Integration with Windows Mail or Thundrbird
Integration with Windows Mail or Thunderbird says authentication is wrong. I've checked server info several times. I do not understand what it going on.
Campaign Contact Scoring
I have set up contact scoring, contact classification and a scores view in campaigns I have the contact score and campaign member status syncing back to the CRM I would like to use either the contact classification criteria or the criteria established in the scores view to allocate a status to a contact which will then sync back to the CRM. Is this possible ? Is it only Contact Score and Campaign Member Status that can be pushed back to the CRM - so I can't have another field populated via campaigns
Ask the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign
Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization. We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some
i will covert my sites content in to pdf
Hey. Actually, I'm not sure about it is the right platform to ask a question but I have some work to do. actually, i was planning to convert my site content into pdf so where I can this someone recommend me Zoho platform that they are doing the right thing. my site based on WordPress and the topic related to Tig welding accessories. kindly guide me. Thank you.
Use IMAP from current host and their SMTP outgoing server sending email?
hello, is it possible to use IMAP from my current host which is Siteground along with their SMTP outgoing server for sending email? As, I don't want to migrate everything over to zoho mail. Any feedback would be greatly appreciated! Brian
Feature Request: Button Field Type
Oh how easy that would make so many features I want to add to my Zoho Creator apps. I would like to be able to add a Button as a field type. This Button would be able to be referenced in deluge "On input of a form". That way I can add slick features like: Calculate Taxes: This would do the complex call of calculating taxes and then writing the taxes to the subforms. Show/Hide Sections & Pagination: Right now to make it feel like multiple pages on a form, I have to do this wonky stateless forms stuff.
Email address confirmation of clients
Hi, I would like send every contact an email with a button link to ‘confirm email address’, which should be triggered as soon as they enter a specific list. Please advise what is the best way to to about this. Thanks!
SMTP ERROR
Respected Sir! I just purchased your zoho mail package of 1800. I can login and send and receive email but the SMTP is not working , when i try to connect SMTP it is not working
zoho mail
hice la renovación de mi dominio .pgosa.com.ar hace una semana pero aun no recibo ningun correo en mi cuenta jcpetroni@pgosa.com.ar me puede informar que debo hacer??
Manage form Attachment - Google Drive - Re-authenticate with a different Drive Account
My zoho forms account is now linked with my google drive account and authenticated for 'Manage Form Attachment'. I want to use a different Drive Account. I don't see a way to un-authenticate and link another drive account. How do I do this? Chandresh
Wizard Configuration
When creating the wizard, there is a page title and a segment title; which makes me believe there is the ability to add additional segments (or at least looks that way). But if there is the ability to add additional segments to a page, I'm not finding the way to do it so wondering if someone could point me in the right direction?
Leads using Blueprint
On a specific group of leads I want my sales team to make 3 calls before calling it done. Do I have to have a stage for each attempt when setting up a blueprint?
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