What's new on Zoho Marketplace for July 2020
Zoho Marketplace houses a wide range of extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in July 2020. Zendesk for Zoho Subscriptions This integration allows you to access customer
Synchronization Zoho Campains with Zoho CRM
I configured sync between Campaigns and CRM for a list of contacts in Campains that match the specified criteria in CRM. As far as I could understand, synchronization involves the constant addition of new contacts from the CPM that meet the criteria, but the old contacts that no longer match are not deleted from the list. Can I configure them to be deleted anyway? I couldn't find a way to do this. For clarity, I will give an use case: I need to constantly keep up to date the list of paid customers
Kaizen#42 - Parameters in all GET Requests #API
Hello everyone! Welcome back to another post in the Kaizen series! Today, we will discuss all the parameters available in all GET requests. What is a parameter in a request URL? A parameter or param is a name/key-value pair that is included in the request URL and it forms the query string. Consider this example: https://www.myexample.com?id=123 Here, the request URL is https://www.myexample.com, while the parameter is id whose value is 123. You can also have multiple parameters separated by an ampersand
Quote - Product Details - Customizing
I would like to calculate commissions and display this for sales reps during the quoting process. I have created a product cost field in Products I would like to add a field into the Product Details Section of the Quote Tab that that the "price" input
WFH Tip: 16 Make your conversations more interactive with response cards in the Zobot!
Greetings from Zoho SalesIQ! This post will throw spotlight on what cards in the Zobot are and how they can make conversations more appealing and efficient. The Zobot not only allows you to use text during conversations but also widgets like calendars, articles, URLs, etc to ease customer experience and reduce operator workload. For this, we have features called Input cards and Display cards. These cards are elements that the bot can use as a part of the message that it sends out to visitors. Let's
Activities - Word of the day #90
An important aspect in CRM is to keep track of various sales activities such as tasks, meetings (previously called 'Events') or calls. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc. They can be very useful in initiating and tracking pending action items and in recording the results of meetings or events. In Zoho CRM, the Activities module is where you can create and associate
Require Tasks Closed before proceeding to next deal stage
Zoho Community, We would like to require that all tasks are marked as completed before being allowed to proceed to the next stage of the deal phase. Example: When Deal enters the stage "Property Identified", a task is created for the user to "Confirm collection of documents." Our team would like to require that the "Confirm collection of documents" task is marked as completed before proceeding to the next deal stage after "Property Identified." Is this possible? Thank you! Gabe
WorkDrive for Vendors?
Is there an option in place for adding external links to purchase orders? We send .stl graphics files from our digital scanner to be designed and then our vendors finish the design and return the finished product for use to manufacture. We would like a process flow for this and integration with workdrive. Currently we take the .stl file and upload into WeTransfer then copy and paste the url download link into the purchase order and send to our vendor. Is there a better faster way within Zoho?
Email attachment
Is it possible for an email attachment to automatically become the the top version in zoho workdrive, instead of renaming the file as a copy. I want to send a daily auto generated email with an attachment that will update the file in zoho workdrive. This file will be used as a data source for zoho analytics. Currently it will change the file name from example.xls to example (1).xls. Thanks
Inactive Accounts show in Invoice Selection
New to Zoho Books. Migrating from Quickbooks and it is very tedious. I have a lot of Inactive Accounts in the CoA, for a reason. Why do they still show, when I'm selecting an account in the dropdown list at invoice creation? Is there a setting I've missed? Thank you, Danny
Kerala Food Cess - Not applicable to Government Customers
We are stuck while entering sales invoice - as Central and State Government Customers are exempted from Kerala Food Cess. Can Support Team help us? Phone / Chat / Email from Zoho - No support for third day in a row!
Does ZOHO support generation of Payment vouchers needed for RCM complying the Indian GST rules
Following details have to be mentioned in the payment voucher as per GST rules: Name, address and GSTIN (if registered) of the supplier. A consecutive serial number not exceeding 16 characters of any combination which unique for the financial year. Date of issue of payment voucher. Name, address, and GSTIN of the recipient. Description of the goods and service on which tax is paid on reverse charge basis. Amount paid to the supplier. The rate and amount of tax charged under different heads CGST,
Alert! The email contains a web pixel.
I've started getting this message lately from emails that I'm subscribed to. I don't care if there is or isn't a web pixel. (I'm already subscribed, so they already have my details.) Is there a way to either disable this warning for my account or add the sender to a trusted list that would prevent this message from showing for this sender?
How to create and assign Task from Cliq, track the check in/out and activity from Cliq, send periodic messages to selective groups
These were few interesting requirements that came from a prospect wanting to remotely track employee productivity and also introduce means to improve productivity and cut idle time which is likely when organisation is adapting to work from home and away from a typical physical monitoring culture
'active' presence/status changes
Hi, Is it possible for my status to change automatically when i a scheduled meeting or if i am on my cell (with cliq installed)? i would love for cliq to switch status without my intervention all the time.
Translate Address fields
Hello Now that we are able to translate all fields in CRM, can you confirm that we can safely change the label of ADDRESS fields, even if we are using other Zoho apps that are integrated with the CRM (invoice, ...) ? I guess yes since the API doesn't change but I would like to have a confirmation from Zoho Thanks in advance
Trash
For some reason all of my new mail is going into my trash folder, what can I do to make sure that all my new mail goes into my inbox ? If it matters, I have my forwarded from my previous Gmail account. Thanks, Bruce
Planned maintenance of our India Data Center : 16th August 2020 , 07:00AM to 01:00 PM IST
Dear Customers, As part of our regular maintenance at our India Data Center, we will be switching our Apps from Primary to Secondary Data Center on 16th August 2020 from 07.00AM to 01.00PM IST.While we carry out this switching, all Zoho Services will continue to be operational. We do not expect any major interruption and you should be able to continue using all Zoho services during this maintenance period. We will post an update to the post once the Data Center maintenance is complete. In case you
Importing data from a cloud database using a local variable
I need to import data from a cloud database but restrict the query to records that have a value in a sequence column that is greater than the last import. ie select * from mytable where ID > MAX(local copy of ID) Is there anyway to do this, maybe with a local variable? Retrieving close to a million rows needlessly every refresh doesn't make much sense......
Ask the Experts - Zoho Inventory #18: 6 hours of live discussion on the integration between Zoho Inventory and ICICI Bank eazypay
Hi all, We're back with a new episode of 'Ask the Experts - Zoho Inventory' this week! Online payments play a key role in our lives and our transactions. It's important to keep your customers happy during your day-to-day transactions with them. Zoho Inventory allows you to integrate your ICICI Bank eazypay account to digitize your invoice payments. This feature will helps your customers make quick and easy payments from anywhere in the world. You can send out direct invoices to your customers over
Migrating from Quickbooks Pro 2013 Desktop to Zoho with lots of historical data
I've been looking into switching from Quickbooks. We don't want to be tied to Intuit any longer, but the major issue I've found with the applications I've looked at so far (Xero and Wave) is that the options for importing historical data are severely limited. They basically tell you to export out summaries for various accounts from Quickbooks and import those. But we use Quickbooks as our main institutional memory so that's not enough. We offer services, we're not retail, so we don't carry an inventory,
How do I sort "My Tasks" by Date?
In the older version of Zoho Projects (before the new design in January), I was able to see all of My Tasks sorted by Due Date. How do I do this in the new design? This seems like basic functionality and has become an issue for several in my company.
Help! Calculating a Aging by Dates if Null
I'm working in Zoho CRM desperately trying to calculate aging between to dates, but - if the completed date is not inputted (indicating it's still open), I'd like to use now. I want to return a whole number. This is what I came up with, but it will not work... Floor(Datecomp(If(${Implementations.SSL Cert Ticket Completed}==isNull(),Now(),${Implementations.SSL Cert Ticket Completed}),${Implementations.SSL Cert Ticket Date})/1440) Help - how can I calculate the aging (time in days) it took to go
Default or Enfroced Column Layouts and Views
Hi, I'd really like a way to enforce some consistency across all agents and all departments: - The same view to be used (for example, 'Table' view) - The same columns and column order for each view - Remove ability for users to customise their view Is any of this possible? At the moment it seems I have to login as each agent to setup their views and column layouts, across all the departments of which they are a member. Thanks.
Video Tip #13: Easily share files or folders with multiple people using WorkDrive Groups
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. WorkDrive Groups are groups created within a WorkDrive team of users from the same team or the same grade. Team Admins can assign team members to multiple Groups, allowing them to provide access to a set of data or share data with a specific selection of people with a single click. Each Group will
Web Form created in Sandbox insert data in production
Hi, I created a web form (Leads) in my sandbox and integrated générated code (incorporer) into my website (test environment), but when I create a new Lead, Lead data are inserted in production environment. Did I forget anything ? Many thaks for your help. Rgds
Input Multiple Parameters for Page
I have a page that is acting as a report across several forms in my app. I want the end user to be able to filter the report for Employee (User) and a date range. I've figured out how to use the Search to pass a parameter to the URL (open Page in same window), and I can see how to filter Panels, Reports, etc. using the parameters. It's just not clear to me how to get several user-entered parameters into the page URL. How would I go about getting the date parameters into the page URL in a similarly
Using look up fields in public forms
Hi i had made a lovely form for customers to leave reviews for various members of our association. The idea was a customer would use the lookup field to find the relevant member, review them and the data would come back and be stored on the crm. We do need the customers details. I understand this is not going to work in a publicly shared form. I guess i could do a form for every member but that is a pain. Is there another way. The idea is our member could give them a link or even a QR code.
Importing data
I just want to make sure I have this right before I do it and mess everything up. I have all of my contacts in zoho crm already. I then set up Deals (or factfinds as I have renamed it) for each sale and I included the contacts in there but left everything else more or less blank and export the CSV file. I have now gone through the CSV and completed it. I want to now import that back in which I am fairly sure is just clicking on Import, choosing Zoho crm and then uploading the CSV file. I just
Mark events with a colour in Recruit calendar
Hi Recruit, We are now switching to work in Recruit Calendar in our daily work with my team and it would be good if you introduce a feature of marking events in Recruit Calendar in a special color (like in Google calendar) or add some colour stickers or tags to the event (colour selection can be made by user based on the event category or topic it's related to), so that colour was visible in a day, week or month preview. It will help in navigation in the calendar along long list the events. I hope
Set Time Entry billed_status and invoice_id using API
Is it possible to set time entry status to billed and add invoice_id via API?
How do I create a custom formula field using date from another formula field in a summary report?
I've created a couple of custom formula fields in my summary report and I'd like to use these fields to create other fields showing percentages and other formulas. However when I go to the add formula section like I had previously, none of the formula fields that I created in the summarize section are able to be chosen as a column to use in a formula. What's the work around? I've included screen shots of the fields I'm trying to use. Thanks,
Request: Be able to pull user data from the Help Center so they can approve tickets
It would be useful to have users in the help center be able to show when selecting an approver as they dont need agent accounts but depending on company role, need to approve user requests in a ticket. This or be able to have a custom dropdown list where you can enter emails and when selected in the ticket it automatically sends an email template to the selected email for approval
Bug Report: Reminder setting doesn't always open
When creating a new activity and specifying a reminder date, sometimes the date setting window (img 3) doesn't open, but the slider moves across. If you attempt to save at that point you get an error message (img 1). You then have to re-click the reminder slider (img 2) to get into the date settings. It would be a lot easier if the slider simply set the reminder date/time to the same as the activity automatically, with a hyperlink ('set') next to it to open the date settings window if you need to
Abandon Cart Emails
We currently have abandon cart emails being sent via a different provider. It would be great to bring that function into the MarketingHub platform. Yet, a major feature of all abandon cart emails is having a link to the abandoned cart along with the products that are in the cart listed in the email. I don't see any instruction on how to accomplish that integration? I'm on Bigcommerce. Does anyone know how to do that? Thanks, Jody
Spotlight 23: Connect with your attendees over photos
People love taking photos at events. A quick selfie with a speaker, exaggerated poses near fancy signage, and planned-to-the-tee candid shots—we've all either done these at events or at least seen other people do them. So why not leverage people's love
SmartLinks - Generate unique links within an email
Hi folks, I have a need to generate unique links within each email I send. Basically, I am sending a client a unique link to a dashboard based that appends the unique identifier GUID (the 'key') to the link, and then additional url parameters for sales IQ. For example Company 1 may get: www.myurl.com?key=1234-1234-1234-1234-1234&sqi_name=Joe20%Sweeney&squ_email=jsweeney@myurl.com As you can see, that would result in a very LONG URL. And it would be different for every email. Is there a way I can
send email to contacts with no activity in 180 days
i send out a newsletter weekly and the list grows rapidly. i want to send an email to contacts with no activity letting them know i will be unsubscribing them due to no activity. how do i do that?
Multi-page Layout - Word of the day #89
Zoho CRM allows you to run a separate sales process with its fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can use the software without the need for multiple CRM accounts. Check this video from OscilloSoft Pty Ltd. Previous 'Word of the Day': Email Parser Next 'Word of the Day': Activities
How do I add Net 90 as a payment term option on invoices?
I would like to add net 90 as an option in the drop down on my invoice but it currently only has net 15, 30, and 45. Can anyone walk me thru how to add Net 90??
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