Can you set the default country code on a Zobot 'tel' input card?
I'm using input cards on my Zobot on salesiq script. The 'tel' input card for phone numbers defaults to adding a +1 (USA) country code. Can I change this to +91 (India)? The documentation doesn't mention this as an option so I suspect it's not possible but I thought I'd ask anyway.
App Spotlight: PhoneBurner Power Dialer for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. PhoneBurner Power Dialer for Zoho CRM Eliminate tedious and repetitive administrative tasks that can hamper productivity while having up to four times more live conversations. Leave instant voicemails and emails, record calls, track emails, send SMS, and more from within the Zoho CRM interface. Get the extension here Business needs While selling using traditional phone systems
Problem adding contacts to a CRM campaign that is from Backstage
I have integrated Backstage with Zoho CRM but am unable to add members to the campaign in the Zoho CRM contact. When in the contact page and selecting Campaigns to add, none of the Backstage specific campaigns show up as an option to add to the record. However when going to the Campaign tab it is clearly listed and working. It seems that the only way to add is to click the Invite Prospects button on the Campaign page but that process is extremely difficult. I have several to add and am being
App Spotlight: Badger Maps for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Badger Maps for Zoho CRM Enable your field sales teams to be more productive by optimizing their time on the streets each day. Combine popular navigation apps like Google Maps, Waze, or Apple Maps into one platform with your Zoho CRM data for route optimization, schedule planning, and lead generation to close deals quicker. Get the extension here Business needs Field sales
Can you set the default country code on a Zobot 'tel' input card?
i'm using salesiq script for making zobot. i want to set default country code as +91 (India) which has default as +1 (US) now. how can i change this?
Vendor Portal
Can there be a way to communicate with Vendors, like a chat or message feature?
Stop - Zoho creating leads for Facebook Likes/Comments
Hello, I have an intergration error with Facebook. Zoho is creating leads with every interaction of users with our Facebook page. How do we stop it? Thanks
Function-8: Assign leads based on users' shift timing.
Welcome back everyone! Last week, we learnt how to add country codes to phone numbers. This week, let's look at a custom function that allows you to assign leads by matching the lead acquisition time and your sales reps' shift timing. Did you know? Research shows that Vendors who respond first to a prospect win 35-50% of the deals. The chances of converting is 9x more if you reach a prospect within the first 5 minutes. Business scenario: The stats above prove an important point - the quicker your
[Webinar] What's New In Zoho Analytics: Q2 '20
Hi there! The arrival of the "new normal" is redefining the way businesses operate today. At Zoho, we have a finger on the pulse of these changes, as we're living them ourselves. This has enabled us to turn your changing business needs into powerful new features in Analytics. And now we're back with another edition of What's New in Zoho Analytics! Join us to learn about all the new and exciting functionalities we've built into the platform—functionalities that can further simplify the way you and
Are you missing out on these 5 out-of-the-box features in Zoho Bookings?
Zoho Bookings offers features that are unusual for a typical appointment scheduler. Know these features to make the most of your Bookings subscription. 1. Design your Booking page to stand out like a pro 2. Map your booking page to your domain 3. Create a self-service portal for your customers with the customer portal feature 4. Always be close to your business through the Bookings app, downloadable on Android and iOS app stores. 5. Using the Bookings calendar dashboard to check all your appointments.
Print on submit
We have a form, that I use in house (eg no customers use it ) that collect special instruction for personalising and a photo of the item to be worked on. All working fine. It will email, if we add email, inc attached pdf, etc. What I would like is... When the "submit" button is pressed, that we also send the pdf to our local printer, so we can physically attached a printed copy to the item. Is this possible? I know we can go into all entries, and print the page, but it would be so efficient, if when
How do you group items based on occurrence
Dear Zoho Analytics Community, For a marketing report I'm working on we're tracking downloads of the content on our website. People that download will enter our CRM as Leads which will be nurtured at a later stage. We host over +50 downloads and of course people are able to download multiple pieces of content. This is what I would like to figure out. Let's say there are 5 people A, B, C, D and E. Person A: downloaded 5 items Person B: downloaded 3 items Person C: downloaded 5 items Person D: downloaded
Calculate KPI
Hello, i need to calculate a KPI in ZOHO creator: i have the first Field called 'Montant_Total' using the Panel i can get the Sum() of all 'Montant_Total' like: <text type='Form Data' value='thisapp.Cr_er_Task.Montant_TOTAL.sum' size='8' color='#2A70E7' bold='true' marginTop='2px' displayType='actual' decimalPlaces='2' decimalSeperator='.' numberScale='none'> </text> and i have also all the inout (Count) using the script bellow : <text type='Form Data' value='thisapp.Cr_er_Task.ID.count'
3rd party integration for ZOHO Desk
We want to integrate a helpcenter search bar and the possibility to directly add tickets to our cloud software. We want to add a 'support bar' in our software where people have the search field to search for known articles. When entering certain tags the right document should become available directly. Just like the search requests in the ZOHO Desk environment direcly. Can you point us to the right API information? We also want to be able to directly add a support ticket from our application.
How to attach a lead attachment to an email to that lead
I have a lead with several documents (such as the unique contract for that lead) attached in the Attachments section of the lead record. This is a great feature for keeping all documents associated with a lead together with that record! However, I can't figure out a simple thing. When I send an email to the lead, I often want to attach one of the attachments in the related Attachment list. The "Attach" option at the top of the Send Mail pop-up is not a link. The other options, such as Documents,
How to Add a Sales Pipeline
It is a simple question: How to Add a Sales Pipeline? We run a Pro license, is this feature available in Pro? I performed extensive Google Search, no answer to this so far.
Are there any UK users running Zoho Books for Accounting, including submitting Tax returns for HMRC?
I would like to know if there are any UK users successfully using Zoho Books for digital tax returns, and how they handle recording of VAT when Invoices/Sales Orders are written off/voided/cancelled.
Subform lookups
Hi All, I'm trying to fetch records but my usual method isn't working as I'm dealing with a subform now. My main form has 2 fields, part number and name. I have a subform within the main form which has a lookup to both these fields. I would like the user to add a row to the subform and select a part number(s). I then need the subform name field to be auto populated with the corresponding name(s). The lookups in question are both multi-select. Can anyone show me the correct syntax for this operation?
How can I get value from another form based on multiple user input values
Hi all, I have 2 forms, Material Cost and Quotation forms. I would like to fetch selling price from Material Cost, which 4 user inputs need to be matched. e.g. selling price is based on Material, T, W, L all 4 fields in Material Cost are drop down fields. Please see screenshot in "Material Cost Form" Here in Quotation form, I have Material - lookup field T, W, L - decimal field Please see screenshot in "Quotation Form" How can i fetch the selling price? Thanks in advance Mien
Detailed Widget
The current way of data being showcased misinterprets the actual data - Pipeline view in dashboard PFA, Screenshot Offer declined candidates are being shown under Offered. It's only when we click on that number, further details are revealed. I think this need to be stopped. Just think - If i have 100 Offered candidates out of which only 78 joined then each time i will have to drill down the data to understand the break up of Offered candidates If there was another option next to Offered (maybe something
Widget - Word of the day #72
The provision to include external services to Zoho CRM helps to extend the functionalities of your application. Zoho CRM's Widgets, enable you to build embeddable UI components in the CRM and integrate them with the external application seamlessly. Widgets in Zoho CRM are embeddable UI components that you can create on your own, using our JS Software Development Kit. These widgets can be used to perform certain functions that utilize data from third-party applications seamlessly. Read this article
Tiny Tip Tuesday #27
Selection Bias in Surveys - II In our previous tip, we discussed how question randomization works and how it helps minimize selection bias in surveys. How do you find out if your data is biased? A systematic error is the key; you'll notice a pattern your answers have been following. You might also see your respondents showing a tendency to agree to whatever you are asking. You can avoid this by not asking leading questions. Selection bias or selection effect can distort your survey data and leave
[Just in] Zoho Social integrates with Facebook Lead Ads to help capture leads in real-time.
Hello, everyone. Like I promised in my previous post, I'm back here again (Soon enough, I hope!) Our latest addition to Zoho Social is quite an interesting one. This integration will help you engage directly with people who have specifically shown interest
Create Quotes from deals with just the click of a button!
The insturctions provided in Tips and Tricks to create quotes from deals with just one click doesn't seem to match the steps required https://www.zoho.com/crm/resources/tips/functions-quotes-from-deals.html has there been an update since the instructions were uploaded to tips?
Domain
Hi - I have a domain that I use for an email account on Zoho. Is there a way to also use this domain for a website I own?
Contact Notification on Status Update
I'm probably missing something simple here, but I can't figure out how to send a contact notification if the ticket status updates. Any help here?
Scheduled Reports
hi Does anyone know if reports are scheduled to be sent from a user and that user left the company and his login is deactivated does this stop all the scheduled reports being sent? Thankyou
Downgrade Subscription
Hi, I am trying to download my subscription from 12 users to 11. I only actually have 10 active users, however, when I try to downgrade it tells me I need to match the 12 active users but there is definitely only 10. Can someone help? Thanks
Creating a New Record, can I retrieve URL parameter?
I have a report that is filtered using a URL variable, like this: https://app.zohocreator.com/xxx/xxx/#Report:PlanReport?PlansID=3918399000000852003 When I click the "add" button from the report header, I want the new record form to open and populate the Plans field in the form with the PlansID parameter in the URL. How do I retrieve the parameter in an On Load Deluge script (to pass into the field)?
separation of environments by company in CRM
Hello guys!!! i'm a new employee of a Zoho partner here in Brazil, and i'm studying the software, a customer asked me if it possible to have a single email for the user and he chooses which company he wants to acess. Is it possible? Is there any documentation to help me? Thank guys
Unusual activity detected from this IP. Please try again after some time
Hello, I come across the error message in Control Panel. Domain: http://myappcenter.in Email: apps@myappcenter.in Unusual activity detected from this IP. Please try again after some time I cannot create any more users and even i am not able to send any mail Please help on the same.
Sub Forms are a great addition - can we use custom functions
Well done Zoho, the sub forms in Modules is great. I was a client today and this provided a perfect solution to the problem. I'm interested to know if there are any limitations around custom functions using data from Sub Forms?
Can not access mailadmin.zoho.com
Hi I am trying to access mailadmin.zoho.com but it does not work. It leads to some Control Panel advertising page. I am getting an error that says: 554 5.2.3 MailPolicy violation Error delivering to mailboxes
WordPress Zoho Plugin
Hi! I'm having issues with the wordpress plugin. I get my client ID, client Secret, and everything fine. The problem is when I authorized the api. "Not acceptable An appropiate representation of the requested resource could not be found on this server. This error was generated by mod_security " I need help whit this error please, Thanks
Matching Products to Deal Requests
Dear All, Use case: Real Estate agent I want to have a button on my Products page that when clicked opens a 'Matching' page that lists all the potential customers that may be interested i.e. matches on the price field, no. of bedrooms, neighbourhood etc. I then want to be able to select those I wish to email with Product brochure. Can someone describe the bones/structure of this configuration? Would it be creating a 'Matching' module, running a report on the search criteria? Would this all be done
Create Invoice in zoho crm from creator
Hi, I am trying to create a invoice in zoho crm from creator. while adding the record I am getting the error message as response. Please check the code below. invoice_map1 = map(); invoice_map1.put("Subject", input.First_Name); invoice_map1.put(("Account Name"), "Amutha"); invoice_map1.put("Due Date", input.Date_field); //add product to invoice Product_Details_List = List(); for each rec in Product_Details { product_map = map(); product_map.put("Product Name", rec.PRoduct_Name); product_map.put("Quantity",
How to fetch Vendor Bank Details i.e. Bank Name, A/c No, IFSC from Zoho Books to Zoho Analytics
Hi, I want to generate a report of Vendor Payments containing Venodr''s Bank details with Bank Name, A/c No and IFSC. But, can't see such fields in ZOHO FINANCE Data Source.
Send ahead recuring invoices
I use Books for rent invoices for coworking spaces. Our current system allows to send invoices in advance for recurring invoices. I'm switching invoicing over in Books, and I'd like to be able to do the same. Example : Invoices for August rent are dated 2020-08-01, but are sent 15 days in advance, on 2020/07/15. To be clear, it is not the same thing as sending an invoice 15 days before the due date and giving 15 days to pay it. The invoice has to be recorded on the 1st day of the month.
MH won't let me upload DOCX and XLSX files (or even DOCs) to my Library
Although they're meant to be supported, MH won't let me upload DOCX, XLSX or even DOC files to my Library as Attachments. I can see that a message starting "Ooops" appears on screen but it flashes away too quick to read. I've also tried uploading the files while I'm creating an email in a Journey but they won't uplaod there either. I've tried Chrome and Edge. Same result. I've attached the files. How do I get them uploaded? Many thanks Steve
PAYPAL - ICICI BANK - ZOHO BOOKS
Hi, I am new to ZOHO domain. Status: 1) I have integrated Zoho with my bank account which is ICICI 2) I receive my payment through Paypal/Razor Pay 3) I have not linked Paypal account with Zoho Books. 4) My Paypal account is linked with ICICI Bank 5)
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