Receive updates when note is added?
Hi all, I desperately need an option to receive an update if/when the notes in the pipeline are updated. Too often we forget to "@" each other and record updates languish. I've tried rules and feeds and nothing seems to work!
Wizards - Word of the day #92
A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous data entry, as the partially completed form can be saved as draft and submitted later. Here's a knowledge-base article on how Wizards can be useful for you and how you can create it. Check this video from Lior Izik on working with Wizards. Previous 'Word of the Day': Web
Tiny Tip Tuesday #28
Response Bias in Surveys - I In our past few tips, we learned about selection bias and its effect in surveys. Another type of bias that occurs is when respondents provide false responses or answer untruthfully in a survey. This is called response bias. Our next few tips will focus on ways to minimize response bias and how to create surveys that are reliable. Response bias tip #1: Dealing with the "Yes/Acquiescence" bias You've probably come across respondents who answer "yes" or agree to any question
Is there any way to remove the "Due Date" from showing up when user clicks to pay for an invoice online
If there is a due date on the invoice, we can remove it from showing up on the actual invoice through the template. But when a customer clicks on a link to pay for the Invoice Online, they are taken to the Zoho secure pay, which shows the Due Date for
Dialer that works with scheduled calls not lead fields
I schedule and assign calls in Zoho using the calls module. I would assume this is how most people manage calls. The problem I'm having is that all of the dialer integrations I've seen so far don't actually work with the call module. They just allow you to start a dial session that calls through a certain segment of leads or contacts. The problem with this is that if I create a view that shows all leads with an open call activity and dial through that list, the dialer will create and log a new
Update a custom field in Zoho Books
Hi, In Zoho Books I have created a custom field for Estimates as Drop Down list. I wanted to add items dynamically in it.Is it possible? or How to make a custom field in Zoho Books as Lookup field?
Editing Contact Name
One of my Contacts got married and changed their name. I want to edit their name. I don't see anyway to do that. I'm hoping I don't have to create an entirely new contact and delete the exiting one. That would cause a ripple effect of problems.
User Email Account integration and reports do not match
I need support. I am running the report titled: "Emails and Activities Report" -- The number of emails being displayed as being sent does not match with the number of emails actually sent by the user according to message trace via Office365. Why do they not match?
Formula issue with Now() and date comparison
Hello evrerybody, My requirements is to calculate automatically the end date of a product's contract. Formula should be something like : IF (start date + duration - prior notice) > now = start date + duration - prior notice (else) = start date + duration + number of year after 'normal end' ----------- wich in ZOHO is (in my case) : If(Adddate(${Produits EN PARC.Date de début du contrat},${Produits EN PARC.Durée (mois)}-${Produits EN PARC.Préavis (mois)},'MONTH')>Now(), Adddate(${Produits EN PARC.Date
Deluge function Time calculation and map with a field
Hi eveyrbody, I wloud like some date fields in my module "PRODUITS_en_parc" to be automatically calculated from other fields in the same module and depending on NOW (or TODAY) I can't do itt via formula and I read that moreover formula would not be automatically updated with Now() function (!!) So for deluge code I tried this but It does not work. Can someone help me? Should be something like this ?? Which arguments have to be mapped? I put Fields name in BOLD. mp = Map(); if(Date_Resil > Today)
Approval Process for new Contacts
Currently when a new contact sends a question to our support email and it doesn't match a contact in CRM / Desk, a new contact is created. Ex: John Smith sends a question to our helpdesk through his personal email rather than his work email. Since his personal email does not match any contact in our CRM or Desk, a new contact gets created in Desk. Is there a way that I can catch this email before a contact is created in Desk, reassign it to the contact we have in Desk / CRM, and then continue to
Can't Sync Campaign with Zoho ContactManager
I am having problem with syncing contacts from Zoho ContactManager to Zoho Campaign. I created a sync but it's not syncing any contacts.
MAJOR Security hole in ZC5 reports(kanban)
@Support: With the introduction of the kanban report I have discovered a major security flaw. If a user creates a kanban report from a filtered lookup field, the filter will not apply to the values in the kanban. See: http://prntscr.com/lhr2k4 There is no mention of this in your help documentation. So if someone was creating all list reports and not using kanban they would not be aware of this. The only option is to remove the column from your report, in which case you lose the ability to see the
Time between Changes of Field
Hi, So we have a CRM field that tracks the current activity owner, in the form of a drop down list. I have been asked if I can create a report that shows the time between the changes of the values in this list so we can see how much Dwell time there is with each owner. I see that the timeline keeps track of these changes, with date, time, etc, (See below), but how can I access these to make a report that shows the dwell time with these owner?
Tip #6: Los tipos de Dependencias de tareas en Zoho Projects
Tips and Tricks #6 para Zoho Projects ¡Hola usuarios! ¿Aplicando alguno de los Tips and Tricks de la comunidad? Si es así, esperamos que tanto los anteriores como los próximos os sigan motivando para adaptar las aplicaciones a vuestros negocios. En el tip de hoy para Zoho Projects vamos a hablar sobre los tipos de dependencias que existen entre tareas. ¡Empezamos! Tip #6: Los tipos de Dependencias de tareas en Zoho Projects. Las tareas son los bloques que mantienen cualquier proyecto. Las relaciones
PDF blank
Hi, I have a form named Memorando that use a html view to print a pdf with the records of the form. At the moment the pdf is produced correctly (with the name) but absolutely blank. The html save the script but when I reload the page isn't saved. Any suggestion? Thanks Mic
Menu Connections missing and calls to other Zoho Services via custom functions fail with code 14
Greetings, since three days our custom invoice creation functions fail when trying to execute REST calls to Zoho Books. The error message is as follows: {"code":14,"message":"Invalid value passed for authtoken."} I wanted to refresh or redo the integration to Zoho Books but noticed the "Connections" menu missing entirely from Developer Space. I am a bit lost on what to do...
Classification of conversion users and non-conversion users
I would like to understand the difference between the behavior of conversion users and non-conversion users in the heat map of page sence. Any ideas?
Zoho Assist OTP
I am locked out of Zoho Assist because it requires a mobile number for an OTP, however my number has been used on another account. I don't have another number, meaning I am locked out of Assist. The message says it's for security, however I already have Zoho OneAuth and Google Authenticator enabled for 2FA. There is absolutely no need for yet another auth method. Please either disable this completely unnecessary request, or let me know which account has already used my mobile number.
Need to disconnect Zoho Expense from Zoho Books
We have internal issues that have forced us to remove the integration between books and expense, but I cannot find a way to turn this off. I need help!
Extract data from PageSense Goals
Hi, are you planning to add the ability to download data from PageSense Goal reports? It's great that you can extract Poll data, but we really want this for other parts of PageSense like Goals, so we combine this data with other external data sources to produce internal dashboards and reports for our business.
Limited API functionality ... or limited documentation?
Hi there, I have succesfully got Oauth working and can connect to Zoho Inventory using the API. But now I am finding that the functionality is quite limited. For example, the pagination simply does not work (setting per_page has no effect) and there are is no search functionality documented. So, for example, if I want a count of our items, I have to page through all of our items and count them using code. This could easily over-run the max calls per minute limit if you have several thousand items.
Adding Date into Query File
Hi There, I am working on improving our data analytics and have come across Zoho. After a month of trialing it we are going ahead and getting all our data in it. So far I am very impressed with this. Only issue im stuck with and with many google searches and reading I am still stuck with this. Problem: We have 20 stores and will be importing sales data into Zoho on a weekly basis via CSV file. Each store has its own CSV file We currently have no automatic way to do this due to system limitation.
Checkin several time
Hello What is the right setting if I have conditions like this: Can checkin several times and the admin can set the checkin hour once every hour or at certain hours on each shift and the hours can be modified. For example, the admin arranges to check in at 8am, 10am, 1pm, 3pm every day and the hours can be changed and not employees who are absent manually but for hours determined by the admin / manager. Then every hour that is set appears a notification on every hour that has been set.
Alcatel PBX for Zoho PhoneBridge?
Any plans to include Alcatel type PBX to the Zoho PhoneBridge list of supported PBX's? If so, when are we to expect it?
How to automatically share all the emails sent using group email address (as the group From address) with all the group members?
I have a group with an option "Allow members of the group to send email using Group Email Address as From address" enabled. I also have steams enabled for the group. Is it possible to automatically share all the emails sent using group email address (using From address) with all the group members? It seems such an email doesn't automatically pop up in the group streams.
Email Deliverability Tip#1: Build quality mailing lists
We all know that the lifecycle of an email campaign involves various phases like ideation, design, testing, and sending. Though we adhere to this model, sometimes our campaigns don't perform well and we end up a little short on achieving the desired conversions. To maximize conversions, marketers should instill and adhere to a set of best practices during every phase of the email campaign's lifecycle. For the next three weeks, we'll learn about these best practices. Today we'll focus on mailing
Favorite Phone Services?
We used to use Ringcentral, which we liked, but at $50 a person, it became ridiculously expensive. We've switched to dialpad - price is much better, much more modern feeling software, but it lacks a lot of the calling recording features, and sometimes its a bit glitchy, which is really getting on my nerves. Does anyone have a service that they like, zoho crm integration would be a big plus obviously :) we have 2 -3 people in the office, and then several field techs, so need to be able to transfer
Tasks, Events & Settings not working anymore
Dear all, since almost an hour ago our Connect lost most of its functionality. All of the pages now have "undefined" as the meta tile and the followoing functions don't work anymore: All the tasks are gone. Task boards are still there though. All the events are gone. The navigation on the right side (options, users, integrations) is not working at all. Is there any way to fix this? Did any of you encounter this problem before?
A message is displayed stating that you do not have permission to edit.
In each tab of Zoho CRM (Accounts, Deals, SalesOrders, Invoices, etc.), the message as shown below is displayed when you directly edit or save the item without clicking the "Edit" button in the upper right of the screen. However, there is a phenomenon that the edited contents can be saved. Please tell me how to deal with it.
What's New – July 2020
Hello everyone, We're always working to improve the Backstage experience for you. In pursuit of that, we've recently rolled out features to help you effortlessly host online events, along with a few other updates as well. Here's everything that happened this month in a nutshell. Host online events with Backstage OnAir Create events that can be hosted virtually with Backstage OnAir and help your attendees stay engaged throughout the event. When creating an online event, simply select Backstage
Zoho Bookings
Can forms be customized for different consultations? Can notifications be customized for different types of consultations? Thanks
Web Tab - Word of the day #91
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and access them inside Zoho CRM. By default, the web tabs functionality is available only to the users with Administrator privilege. However, you can also activate this functionality for other users. Here's a knowledge-base article on working with Web Tabs. Check
Cliq - no notifications when not in app
Hello Zoho team, I use Cliq on my iPhone 5s (model ME305LL/A) with iOS 12.1.2. If I the app is open, I get banner notifications. But if I have the app closed or my screen is locked, I don't receive any push notifications (neither "lock screen" nor "notification center"). I have extensively checked my settings both within the Cliq app itself and on my iPhone for the Cliq app, and all notification types are enabled. I've also looked into battery and privacy settings on my iPhone, including apps' background
How many mails can I receive in a day ?
Hi , I'm expecting a lot of automated emails from contact page form, I have not linked the form to zoho mail yet because I wanna know how many mails I can receive in a day? Those will be important, and I need to see all of them.
Community Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich your
Adding to a lookup when criteria met. WARNING... COMPLICATED
So... Trying to add a "product" (aka ID of a house) to a customer within the approval process. The "PotentialRevedyHomes" is the field I want to add the "Revedy_ID" to, but only when listing price is within the limits the customer sets and the home is within the zip code of where the customer is looking. I also want to make sure it is not a house they have declined or already liked. The problem is these are all lists and I can't get the match to happen. There is not an error, but it does not add
Community Digest: un resumen de julio de 2020
Community Digest de julio de 2020 ¡Hola, miembros y lectores de Español Zoho Community! A las puertas de agosto, es tiempo de actividad para algunos, y tiempo de descanso para otros. Pero antes de sumergirnos en este nuevo mes, y como ya es tradición, vamos a hacer un repaso de lo que ha sucedido en nuestra comunidad en este Digest. Este ha sido el mes de julio de 2020 en Español Zoho Community: En el apartado de Eventos, este mes hemos podido disfrutar de un webinar muy interesante para los usuarios
Creating views using multi select look up as a filter
Is it possible to create a view using a multiselect look up field as a filter?
Losing Formatting in Zoho Mail
When I have an email that has formatted text that I try to use to Edit as new, or I forward, or I reply, all the text in the email and any previous email messages from replying back and forth, all the formatting is lost. All the email messages are bunched together. Also, when I use Zoho Mail Notes, after I save the notes and close it, when I reopen it, not only are the formatting lost, all the text gets bunched together, also, like the email messages. I've even tried to put it into a bulleted list
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