Task dependent template creation
Question: Can you have a Template or task list that is dependent upon completion of prior tasks or projects? Example: Looking to have a project with Tasks and milestones revolving around the design and quote of a product. I then want another template to create if and when a Purchase order is received for that item. Idea: looking for way to have projects in the system but not look like they are all uncompleted. Many quotes will never actually have Purchase Orders initiated.
Unable to ADD Opening stock
Hi Team, I am trying to add opening stock but facing a challenge where it is showing message as "Serial Number value cannot be left empty. please enter a valid input". even though giving serial numbers based on quantity. please help!
Validation Rules - Word of the day #40
Validation rules in Zoho CRM allows you to define the accuracy and validity of the data that enters CRM. That is, you can define the undesirable values for a field in a validation rule, and if a field value entered for a record matches the criteria defined in the rule, CRM will throw an alert and will not allow the record to be saved. Here's a knowledge-base article on creating Validation Rules. Check this quick video on understanding Validation Rules. Previous 'Word of the Day': Sandbox Next 'Word
Mapping of Enrich data suggestion with actual values in CRM
Hello, I use quite regularly the Data enrichment feature and something that I would like to see, is the possibility to map the "enrichment value" with values we have in CRM. I explain. Zia suggest industry for a client, eg. "Computer Programming Services"
QBO Profit Margin Formula
I am trying to get a column to display Profit Margin as a %. I can get the right amount in $$ but the % is showing up inaccurately. Any Ideas? The Est Revenue is $18750, the cost is $8052.50 - Profit is $10697.50 and corresponding Profit should be 57.05%. This formula returns a value of 7.28??
Ability to Create/Set Custom Form Templates in Creator 5
Hi! I have been developing a course/operations management application for a client. We tested concept in version 4, then switched to version 5 to develop the application. I noticed that while there are many form templates to choose from in version 5 (which is nice), there isn't a way to set a custom form that I develop as a template. In my client's situation, we are handling course registrations through the application along with other operational functions. I tried creating one 'master' registration
Preconfigured Home Tabs for companies with many many users
We will end up with hundreds of hiring managers and we need them to have a preconfigured home tab since manually updating each employee’s home tab is not practical. We need a way to either log into zoho as another user to preconfigure their board for them OR have a way to create a home screen by role or profile or group.. something.. the personalized home is great for power users but most of our users need the UI stripped down to just what they need to see and we need to configure it for them.
Bank feed connected but not syncronising
Hello, I have had my bank connected to ZB for a couple of months now. All has been fine until this week. since the 5th of this month ZB has stopped syncing with my bank. I click sync and get the notification but nothing happens. I have tried to deactivated feed then activate again but no luck. Any help?
Can't add a user
Hello ! When I had a specific user who doesn't yet exist in my account, I have a message which says : Bienvenue caroline@..... Vous êtes sur le point de faire partie de GRH&AUDIT. Votre compte existe déjà dans un autre déploiement ou une autre région. Veuillez contacter l’assistance. I don't understand why ! This is the first time for this user Thanks for your help !
Telephony - Word of the day #55
The Telephony feature connects the PBX system and the Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. Not just that, it reminds you of the calls that are scheduled and also identifies the caller and matches the details with the customer's record in Zoho CRM. Here's a knowledge-base article on Telephony in Zoho CRM. Check this video that show Telephony feature. Previous 'Word
Introducing Automated Signing Workflows in Zoho Writer using Zoho Sign
Hello, We take immense pleasure in announcing the launch of an enhanced Zoho Sign integration within Zoho Writer to help automate signature collection. Earlier, you could only sign and send documents on Writer, or upload Writer documents to Zoho Sign and operate on them from the Sign UI to collect signatures. This latest enhancement, however, makes it simpler and much more convenient by enabling you to create documents, add signers, insert and customize signature fields, send documents for signatures,
Zoho IP addresses used to access a customer's IMAP and STMP ports
I am trying to setup the IMAP and SMTP integration for a customer. IMAP isn't enabled by their IT company. They won't enable it until I can tell them the range of IP addresses (belonging to Zoho) that would be accessing the IMAP and SMTP port because they don't want to expose those ports to the world - is this something that you give out? Or, are you close to releasing a true Exchange connector that doesn't required IMAP and SMTP?
Function to Select City by Zip Code
I am trying to figure out if there is a way to select the applicable city, if multiple exist, when entering an address. Currently I have a function that utilizes Google Maps Geocode API to search by zip code returns the city, state, and county but the problem at hand is sometimes some zip codes apply to multiple Cities. For Instance: { "results" : [
{
"address_components" : [
{
"long_name" : "33707",
"short_name" : "33707",
【6/19(金) 16:00-】Zoho Japan Community オンラインMeetup vol.2開催のお知らせ
緊急事態宣言も解除され、6月となりましたが、みなさまいかがお過ごしでしょうか？ 本来であればオフラインで開催するMeetup(ユーザー交流会)ですが、まだ完全に安全な状況とは言えないため、2回目となるオンラインのMeetup（オンライン交流会）を企画いたしました。 今回は、ユーザー様事例のセッションがございます！Zoho CRM、Zoho Booksをはじめ、業務の8割以上をZohoサービスで行われているお客様の活用事例を実際のデモを交えて、お話いただきます。また、Zoho CRMと他Zohoサービス連携についてのセッションもございます。 詳細/お申し込みはこちら： https://www.zohomeetups.com/ZohoJapanOnlineMeetup2 ・日程：2020年6月19日(金) 16:00-18:00 ・参加：無料 オンラインのため場所を問わず、柔軟にどなたでもご参加いただけます。 前回のオンラインMeetupからさらにアップデートした内容・企画となっておりますので、ご興味がございましたらぜひ、お申し込みください。 皆さまのご参加、お待ちしております！
Zoho Desk Community Digest - May 2020
New Features of the Month Navigating email templates just got a lot easier! Beta Releases Beta access to Multi-Layouts. This allows you to show a separate set of fields for each product, process, or service and ensure that your customers and agents see only the relevant fields. Marketplace Updates Introducing CapsuleCRM, Xero, ClickSend and 7 other Zoho Desk extensions Other Enhancements Bulk export option is now available for all static reports. Before downloading a EML/Msg file in Mail
Automatic Vacations Rollover
is it posible to set an automatic rollover for a leave like vacations? we have more than a 100 employees and its too complicated to rollover each employee. Each employee gets X vacation days every year, from their date of join.
Infinite Scroll vs. Pagination
Hello, one of our clients is complaining about the fact that she can't easily scroll to a specific date to see email messages, as she has to scroll with the infinite scroll. It makes her hard to go back to December 2011 for example. I know there is an advanced search feature, but is there a way to "restore" pagination and get rid of infinite scroll for? Thank you
Job Board "Apply Now" alternate URL
We use zoho forms for our application forms because they are so much more powerful than the recruit forms. One problem we have is that we cant use the career site or the integrated job board feature because it will not let us direct the candidate to our zoho form. It would be a HUGE help to be able to direct them to zoho form instead. This effectively blocks us from using those awesome features.
WFH Tip 13: Keep your service desk organized and efficient with the Help Desk Zobot
Chatbots aren’t just for customers. They can provide useful support throughout a business, including your service desk. Help desks are responsible for quick resolution of immediate needs and technical issues of end users. They are the hub of your support and they handle tickets, speak to customers and resolve technical difficulties that your customers are facing. The Help Desk Zobot is here to support your stretched service desk. It increases efficiency by helping your operators with feature requests,
Accounting for Paycheck Protection Program Loans [United States Users]
Not sure how many users are based in the US, but this one-time federal program offers a loan which will be forgiven(essentially turned into a grant) if the business meets criteria of maintaining staffing for 8 weeks and will reimburse payroll and certain expenses. I was thinking there are two ways to track these expenses and the loan itself - tags, and projects. Right now I'm thinking that a project makes the most sense. It would have a budget (loan amount) which equals the retainer (funding
Exploring Temp Views on Shift Scheduling Board
Hola! Have you noticed that we provide different temp views on the shift scheduling board? As you create a job in the Jobs module, you can navigate to Scheduled Temps in the left panel to start scheduling temps. You'll get a list of matching temps by default. In the top left corner, you can see a drop-down menu. Click on that and you can see other filters: The All Matching Temps and Scheduled Temps filters may not be new to you. We're also introducing two more filters: Temps Pending for Job Acceptance
How to log out
I know this sounds ridiculous, but I'm using Zoho mail for the first time and I simply can't see a place to log out. I generally use several non-linked e-mail accounts and log out to move from one to another. In this case, I want to log out to create one for a friend. I can see how to log out on THIS page - but not in Zoho Mail. Help?
Asana integration
Hi, When I create an Asana task from Zoho, is it possible for the Asana assignee to see the ticket information (fields)? How can I do this? Thank you for advising!
How to create product merge tags?
I have created products in marketing hub and i'd like to get some product fields into emails using merge tags but I cant't figure out how. Can you help me?
Los correos que envío desde mi cuenta de Zoho llegan como spam
Buenos días. Tengo el siguiente inconveniente: Los Mails que envío desde mi cuenta de Zoho a cualquier otro proveedor llegan como Spam. En Gmail entran en la bandeja general pero con un signo de pregunta y una leyenda de "Gmail no pudo verificar que xxxxxxx.com.ar fuera el verdadero remitente del mensaje y no un spamer". Y en Outlook aparecen directamente en la bandeja de spam. El dominio lo hice con nic.ar y el web hosting con tiendanube.com donde ya cargue el spf del tutorial (https://www.zoho.com/mail/help/adminconsole/spf-configuration.html)
Update field when ticket create
Hello I need help to create a small custom function that update on ticket creation, the field cf_order_status by inserting a url composed of a fixed part + customer's email, like this: https://site.url.com/?m=customer@email.com Could you help me? Thanks
In Ticket Template - limit Contact Name to Agent who is logged in
We want to limit the Contact Name field to the name of the Agent who is creating the ticket (the agent who is logged in). We have had issues with Agents opening tickets under other Agent's names and we'd like to create this restriction to solve that problem. Presently it is a drop down field with all of the agents listed.
Do you need an integration between Whatsapp Business and Zoho CRM?
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just one place in a friendly way. If you would like more info please contact us info@tivenos.com
Looking for a Zoho CRM Freelance developer to prepare management level dashboards & reporting structure
Hi, Looking for an India based Zoho CRM developer to help to prepare Zoho dashboards and reporting.
Customer Portals Stop Working
This is the response when trying to access any of our Customer Portals
Help with Imap set up within Bitrix 24
I use bitrix24 CRM for a client and I am struggling to connect zoho mail to bitrix24 CRM via IMAP. Please help. IMAP is enabled in client zoho mail. Thanks
Notification API
Hi 1) Can you explain me the difference between PUT & PATCH? https://www.zoho.com/crm/developer/docs/api/notifications/update-details.html https://www.zoho.com/crm/developer/docs/api/notifications/update-info.html Input REST request is the same everywhere What does this phrase mean - "To update only specific details" 2) Why can not I delete the current channel, using the channel_ids and DELETE method https://www.zoho.com/crm/developer/docs/api/notifications/disable.html And create a new one with
Associate Price Books and Accounts for Quote Generation
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price Book
Tip 49: Summary Email
Important notifications may be lost if your inbox is inundated with emails. You can select a frequency and receive a summary notification email and reduce clutter. Project managers who need to keep track of various activities in their projects, instead of receiving an email for each activity they can receive a consolidated email at a set frequency. All the task and milestone related activities will be consolidated in a single email. Learn more about setting email frequency. Do let us know if you
Subscription pages and emails
In settings, customize the subscription pages and emails. I created a contact list but the subscription pages and emails on this list do not inherit the format that I created in the configuration. Thanks!
How to share leads between two users - lead generation and lead closing team?
Hello, We currently have two different kind of users :- 1) lead Generator 2) Lead closer Leads module access is with 1) and Leads module and Deals access is with 2) In the Leads form, we have added a custom field called "lead closer" which is a user pickup list. Same field has also been added in Deals form. Now when we assign a lead closer using custom field and then hit convert lead > deals - we are loosing value stored in the custom field as it becomes blank. Also as a result the lead closer can
Zoho Flow: CRM to Sign - Ownership of Sent Document
As the Zoho Sign integration with CRM doesn't work on custom modules, I have had to do it via Zoho Flow. The issue I'm having is that the sent document's owner is always set as me (as I created the template/flow, presumably) rather than the person that pressed the button within CRM. As a result, the user is unable to check on progress without having admin rights. I can't seem to find a way to set ownership from either a function or from Flow. Has anyone got any ideas how I can do this?
Show records in the last x weeks
I know this should be simple but I seem to be tying myself in knots trying to get this done. Form1 has a list of week no's. ie 1,2,3,4,5 etc as type string (so they sort). Form2 has a lookup to the week no's in Form1 as well as an errorName. I want to count all the errors that have occurred in the last x number of weeks. ie count of Form2 where week no is todays week no - 12. This would give me the total number of errors in the past 3 months. Any help is much appreciated, thanks!
Linking to Shared Email Accounts
Morning All, I have Zoho setup using the imap integration to monitor emails on my main email account and that is working fine, but I would also like to get it monitor and link emails on a couple of shared company accounts as well as a GMail account. Is this possible to setup? Thanks.
General / Screening Review
Does anyone know how tyo get rid of this review option from the candidate module. I've updated 2 candidates accounts 4 times today and the review still sin there - may aswell get rid of it if its a flakey option. Too many issues like this lately and its running very slow. Anyone else having the same issues?
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