What's New in Zoho Payroll [Indian Edition]: August 2020
Hello everyone, We hope you're doing well. This month, we've rolled out a couple of new updates in Zoho Payroll to enhance your payroll processing experience, and we're delighted to share them with you. Bulk download payslips and TDS worksheets from prior payroll Once you've imported your prior payroll details in Zoho Payroll, payslips and TDS worksheets will be generated for employees in their respective payroll files. You can now download all these payslips and TDS worksheets at once. To download:
New Workflow one issue, two suggestions
I like the new workflow, it has proved helpful in finding issues. With 250 workflows in my app, search is important. The new workflow search is case sensitive, where the previous version wasn't. Is this a change or a hiccup? Can we make it none case sensitive? The second point is that the form list on the left really needs to be collapsible, as it leaves too little room for the script name. Finally, I have asked before, and I will keep asking the creation date is not that important, but the date
Updates to Functions and the Activities Module
Hi everyone! This post is to inform you of the following enhancements we have made to our Developer Space. 1. Functions a. Request object binding b. Update in argument mapping for CRM variables 2. Buttons a. Creating buttons in the Activities module's View page b. Accessing the users' location through buttons in mobiles 1.a. Request object binding We have introduced an object called Request in the argument mapping section of functions that are associated with buttons and custom
Tracking if a contact has opened an email in Zoho CRM?
Is this functionality available in Zoho CRM? http://www.salesforcegeneral.com/tracking-html-email-salesforce/ It is supported in Salesforce and is critical to us if we want to migrate all of our sales reps from Salesforce to Zoho CRM. To summarize, we need the ability to: 1) Send an email to a contact from the CRM 2) Track that the email was sent in the CRM 3) Be able to see (from the CRM) if the contact has opened the email or not I know Zoho CRM can do (1) and (2), but I do not see that
Creator 5 - Page Break in an HTML Page
HTML page/ snippet/whatever. I have a client with a specific 3-page filled-out printed form that they need generated from the Zoho app. In the past it was simple (but tedious) to just create a Page to mimic the printed form and then either send it to a printer or send it to PDF. To get pagebreak I had <head> <style type="text/css"> P.breakhere {page-break-before: always} </style> </head> and then in the body of the HTML where I wanted the page break I would put <P CLASS="breakhere"> and
Web Tab Suggestion
Please see screenshot for suggestion. Thank you!
Multiple Date fields into one report
Hi, I have a form that records 5 date fields. Is there any way I can have all of the fields appear in 1 report? Ideally I would like ti in a calendar (either in Zoho or get the iCal feed). Thanks for anyhelp.
Attach Outlook eMail to opportunity
Hi, In order to centralize all of the opportunities information, I need attach eMails from Outlook to Opportunities on Zoho, but by default the eMails are attach to the contacts. How can I solve this issue? Thanks
Zoho CRM to Campaigns Sync - Overriding Ignored Contacts Setting
I'm syncing contacts from Zoho CRM to Zoho Campaigns to use in an email marketing program. A lot of the contacts that qualify for my sync are being "ignored" from the import due to the reason "Group Email(s)". How can I override this setting so I can email these sign-ups?
Sending messages to group emails
We have an existing customer base and want to use the campaigns tool to send them product updates but your importer does not allow "admin@" accounts. These are paying customers not potential sales leads. Is there any way to import and message them? Thanks in advance. Dave.
Importing contacts
So far there have been 2 issues when importing contacts that I can't seem to find any information on: group emails contacts removed Why can't group emails be included and why were there a list of contacts removed when I uploaded? I see the box for re-adding removed contacts, by why are they removed in the first place?
Multiple organizations and deep linking feature (for multiple organizations) is now available in the CRM mobile app
With the Multi-organization feature, you will now be able to easily switch between the Orgs from the mobile app without having to log out of the app and log in to the other org. If you are a part of multiple organizations with the same email address, all the Orgs will be listed in the 'Choose an Organization' list in the CRM mobile app Settings. You can choose a particular org to switch to the desired org. You can switch between the organizations in the mobile app by following the steps below:
SLA tickets depending on Plan in Zoho Subscriptions
Hello team, I am looking to detect some customers with certain Plans in Zoho Subscriptions to offer a Premium Support through Zoho Desk (for ex. with a reply to their tickets before X hours). I was looking for SLA escalation but the rules can not call more than ticket rules, and I need to connect in some way the tickets with the customer Plan in Subscription. Any idea how to do that? Thanks
Zoho CRM web form Referred By field
Hi, I have a form on a wordpress site with First Name, Last Name, Email, Phone, Lead Source and Type, which successfuly creates a Lead. Is there a way to populate the Referred By field?
Pop Mail Setup Doesn't Work
Tried with both Google and Yahoo. Neither works. On Google I did allow for risky apps. Both say they can't authenticate. Passwords and Usernames confirmed.
Changing Subscription Starts On date
Is it possible to change the Starts On Date for a Subscription after the subscription and invoice have been created. For example: The plan is for 15 visits in 30 days. Customer signs up for a 15 visit plan on 1st of the month. Customer pays the invoice on the 5th of the month Customer visits the business on the 15th of the month I want the Plan to expire 30 days from the 15th not the 1st. One other complexity. The visit is recorded in Creator so an API is used to update the subscription.
Group - Word of the day #93
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records. You can also create a group directly from the Feeds tab by clicking on the Create Group icon. For example, specify the Group Name as Product
Automated messaging to leads
How to implement an automated messaging functionality to new leads who came from social network?
Token getting DEPRECATED_AUTHTOKEN_SCOPE
when I trying to get a token. can anyone help in this situation? https://accounts.zoho.com.au/apiauthtoken/nb/create?EMAIL_ID=vineeth.v******ic.com.au&PASSWORD=**********&SCOPE=ZohoSupport/supportapi getting result like #Wed May 06 01: 12: 38 AEST 2020 CAUSE=DEPRECATED_AUTHTOKEN_SCOPE RESULT=FALSE
Ask the Experts #11: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #11 on 22nd July 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a comment below
Cannot edit document on Zoho Docs Android
Hello, I'm most impressed with your product. However, I am not able to edit documents on my Note 2 Android device. The files were uploaded from desktop and converted to Zoho compatible format. I can confirm that, as a user, I do have read/write access to the file that was shared to me. When I click on "Edit Document", I get "Cannot Edit Document" message. Thank you in advance, Ken
Trouble verifying SPF
I'm getting the problem when trying to verify my SPF "We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again." I'm also getting an error in mxtoolbox.com of the following: dmarctikitakastore.com. DNS Record not found More Info spftikitakastore.com. DNS Record not found More Info mxtikitakastore.comNo. DMARC Record found More Info dnstikitakastore.com. SOA Serial Number
Getting previous Lead ID for New Contact
When a lead is converted to a new contact is there any way to get the original lead id the contact was created from? I have a webhook that is called when a new contact is created and I am trying to associate the contact with the lead from which it was created.
Restoring report data
I am trying to restore a report. Several fields were look-ups, so when a related form was removed all those fields went blank. I thought I could just use the automatic back up, but the data isn't in there either. The csv files show relational ID numbers, weirdly the numbers aren't unique- not sure what's going on there- so there's no way for me to manually match up records to fill in the blank fields. Is my only option to create a dummy app, do a full restore, and download this one report to then
Facing trouble with CRM Server Side SDK integration with my Firebase App in Node.js
Hi. I’m trying to integrate the CRM Server Side SDK (Node.js). I am facing error at the initialization of the ZCRMRestClient. I’m referring to this URL: https://www.zoho.com/crm/developer/docs/server-side-sdks/node-js.html#Initialization Now, the backend of my application is on Google Firebase so I haven’t implemented the MySQL part of the Token Storage Mechanism. So in this scenario, do I need to write a api.tokenmanagement module in configuration.properties? If yes, can I get a sample code that
MH won't accept sync time for data sync to CRM
Having run out of allowed immediate syncs, I am now trying to setup daily syncs in MH to pull data from CRM Leads Views. When I first set a sync up, the default time is 0500PM (screen-162). I presume that's beause 0500PM was close to the current time. I chnage that to 0900PM (screen-163 and 164). This seems to be accepted. But when I complete the setup (screen-165) then go back in to check, I find that it's been set back to 0500PM (screen-166). This become a bigger problem when I try to setup subsequent
What's New this July 2020 - Zoho Books
We are back with another set of updates to enhance your accounting experience. Let's take a look at the updates for the month of July. Update tool to accommodate the 15% VAT hike in KSA (Saudi Arabia Edition) The government of the Kingdom of Saudi Arabia has announced a raise in the VAT rates from 5% to 15%. To help you stay compliant with the revised VAT rates, Zoho Books has come up with an update tool. You can change the VAT rates of your items, recurring bills, recurring invoices, and recurring
While refreshing bank feed, bank description showing previous.
Dear, While refreshing bank feed, bank description showing previous. Thanks & Regards Shamnad 9446005528
Creating deals with Zoho CRM email parser
Hi everyone, As much as I'm into the topic, Zoho email parser appears to create only leads and contacts. In our workflow, we need to automate creation of deals through email parser, because we plan to use deals as purchase records. Is this something the Zoho team is going to look into anytime soon? Or maybe you have ideas on how creation of deals can be automated in Zoho? Thank you.
Sort order of Tasks
We would like our tasks to appear in order of when they need to be completed. I suppose this is roughly by due date, except that we are not using dates, our template is purely dependencies, since all tasks are fairly short. Our ideal target state is that any tasks now due (predecessor tasks all complete) show up at the top in kanban view, which is mainly where we work from. When we move it over to "closed," then any successor tasks now move up to the top. Alternatively, can we display only tasks
How to process multiple Authorize,net ACH transactions in 1 month
For ACH / checking account payments I have set up Authorize.net gateway. I usually set up my Authorize.net checking transactions as PPD (if that makes any difference). I also have set up Stripe but only for credit & debit cards. All of my customers pay recurring monthly subscription fee, usually billed on the 1st of the month. Some of them also incur extra charges from time to time that are billed separately from the subscription fee. The extra charges shouldn't be combined with the monthly subscription
Zoho BacktoWork
There is an app for Zoho BackToWork for IOS and Android. You must complete the set up on the BackTo Work desktop app. Has this been released and how do you access? https://play.google.com/store/apps/details?id=com.zoho.creator.workapp
UK’s New Policy Measures and Configurations in Zoho Books (UK Edition)
Dear customers, As Covid-19 has adversely affected businesses of all shapes and sizes, the Government of United Kingdom has introduced several measures to keep people in work, protect their incomes, and support businesses. In the Government’s second phase of response, it has focussed on protecting jobs with the Plan for Jobs program which includes several policy decisions with various schemes. Among them, one of the policy decisions deals with the hospitality and accommodation businesses. For businesses
Quick and Easy live chat in your WordPress sites
Like many of you, we are among the millions of WordPress fans, which is why we are excited to announce our live chat plugin for WordPress. We know you love WordPress because it is easy to setup, easy to configure to fit your specific needs and extremely powerful. Which is exactly why LiveDesk is a perfect fit for WordPress sites--easy, customizable live chat for your easy, customizable publishing platform. With the release of our WordPress plugin, you can add live chat capabilities to any WordPress
Subform Not Able to View in Client Portal
How can I display subform information in Client Portal?
creating a campaign
How do I take existing leads and MASS import them into a new campaign?
Vault Extension for Safari
Hi, We are using Safari as main Browser and we need to install new Macs with Vault extension, however it is nowhere to be foudn in the safari-extension panel. What is wrong ? Any where I can install on Safari 13, and MacOS 10.14 ? Thanks
Tiny Tip Tuesday #26
Selection Bias in Surveys - I Selection bias in surveys is when you accidentally create an answer pattern in your survey that users detect and follow, thereby distorting your actual data. How can you fix this? Here are two ways: Question randomization Answer randomization We'll talk about question randomization in this month's tip. Why should you randomize your survey questions? As we mentioned earlier, question randomization helps minimize selection bias, which helps you achieve more accurate data,
Best way to create additional mailbox for support@ sales@
Hi, I have Zoho One, it includes 1 mailbox per user. How can I create a mailbox (or at least a redirect) to create support@mydomain.tld to redirect to Zoho Desk? Thank you!
Disable Creation of ticket when sending new email.
Good Day, Is it possible to disable of ticket creation when sending new email in support email? but I will remain the replying in support email? Thanks, Jhon Paul Del Valle
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