Display stats from zoho database on web page
Hi, I'm new here just trying to find my way around I'd like to display 3 counts from my database on my public web page. The 3 figures are counts of records for current month; year to date; and all time. There are a couple of filters to exclude some records I don't want counted. I have a simple report that holds these counts - can anyone tell me how I can get my web page to access these figures dynamically so they are always up to date please? Currently we have to update the website manually. I appreciate
Tip #15: Utiliza la información de tus visitantes web en Zoho CRM
Tips and tricks #15, adaptado de Aishwarya EK ¡Hola! Bienvenidos a nuevo capítulo en la serie de Tips and Tricks de CRM en español. El tip de esta semana se basa en la integración de dos de nuestras aplicaciones: Sales IQ y CRM. Para aquellos que no lo sepan, Sales IQ es nuestra aplicación para el seguimiento de visitantes web y chat en línea. Al usarla en tu página web, puedes recoger más información sobre tus visitantes (posibles prospectos) y clientes, y usarla en tu CRM. Para más información
Create Event to existing contact from Calendly booking
I I want my calendly bookings transfered to Zoho CRM with the following steps: 1. Appointment is booked 2. Is there an existing contact? If YES, then create event (with booking data). If NO, then to step 3 3. Is there an existing lead? If YES, then create event (with booking data). If NO, then to step 4 4. Create lead. Create event to that lead with booking data. Steps 3 and 4 work fine, but step 2 doesnt work. I get the error: "Zoho CRM says "Zoho CRM says 'invalid data'. Check the input for $se_module
File Transfer Dialog
Hi, Just an Idea or recommendation that will make Assist more easy to work with. When sending a file this dialog appears on the screen: If we need to change the location where the file is going to be copy and press 'Change Location" we get a dialog for that but behind this first dialog: We then need to move the file transfer dialog to be able to select the location. It would be less annoying and very nice that the File Location dialog appears on top and not behind the first dialog. I hope you can
Exporting Tasks on Project
Is there a way to fix the export settings so that I do not have to keep re-configuing the exports each time?
Tip #14: Opciones rápidas para personalización de módulos.
Tips and tricks #14, adaptado de Vaagdevi. ¡Hola comunidad! Como parte de nuestra serie de Tips and Tricks para CRM en Español Zoho Community, y como cada semana, os traigo un nuevo truco para la personalización de módulos dentro de Zoho CRM. Tip #14: Opciones rápidas para personalización de módulos de las que puede que no te hayas dado cuenta. ¿Alguna vez has estado en esa situación en la que te das cuenta de que lo que estabas buscando ha estado delante de ti todo el tiempo? Como cuando buscas
does anyone have the problem of using 1 whatsapp number for multiple agents?
1 part of the problem is that it costs a lot of money per agent. i'm trying to find a solution. i already made a code that unable user to send messages to contacts (i'm struggling in the receiving side) help
Move Milestone
The Directions for Moving a milestone between tasks does not seem to work. Can you provide some screen snapshots please? Move Milestone Move milestones between projects. Navigate to a milestone. Click on the relevant milestone and then click in the top left. Click Move. Select a project from the drop-down. Click Move Milestone. Milestones having tasks with invoiced time logs cannot be moved.
Zoho Sheets and Docs Link Integration
When I use google sheets, I can copy data in the spreadsheet and paste it into a google doc. A prompt will then ask if I would like to link the data of the worksheet. If I select yes, then the data changed in the google sheet will be changed in the google doc, simply by clicking an update icon. Is this feature possible between Zoho Sheets and writer? This is a huge time saver in writing reports where only certain data needs to be changed between clients. Thank you.
Video Tip #7: Generate personalized file activity reports
Hi everyone, We're excited to be back with our video tip of the month. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. When it comes to administering your team's data effectively, it is essential to have an audit trail that tracks all documents and activities from each person involved in the process. With the WorkDrive's ability to run custom reports, you can generate reliable activity reports on every action
Child Care Industry: Creating Amazing Appointment Scheduling Sites
In this world where most parents in a household go to work, child care is a service that is increasingly being in demand and when such a service is delivered in the highest quality, your customers will be thrilled. When the child feels safe, secure and happy, the form of care that project these characteristics is considered to be the very best. Your existing customers, who have experienced this need not be reminded about this in any way. As for new customers, how will they know that your services
How to create contacts for all accounts in bulk
So, zohocrm campaigns only really works with leads and contacts. I need to do account based marketing and thus the only hacky option I see is to create dummy contacts for all accounts. How do I do this at once and not individually?
Blueprint Timeline from Another Field
Hello, we love the blueprints feature, however I would like to see the 'Progress Bar' (Not sure what you call it) even if we are not using the default stages field for transitions. For example, the below blueprint is built off of the default stages, and
How to estimate your revenue every quarter using Zoho CRM.
Let's see how to estimate your revenue every quarter using Zoho CRM. I'm sure you want to stay on top of things and keep a tab on revenue flow and also forecast future revenue. Most of the business decisions are based on this data. In recent times, we have been making constant upgrades to our Dashboards module. Today we would be using Dashboards to help us get this data. Click on the Dashboards module in Zoho CRM. You'll find this under ''Analytics''. Click on Add Component. Click on ''Comparator '
Zoho Desk Community Digest - April 2020
Marketplace Updates Introducing Github, OnePage CRM, and 4 other Zoho Desk extensions Beta Releases Beta access to the functionality of mapping a contact to multiple accounts. This is available for Enterprise edition only. Other Enhancements Provision for creating private forum topics in the Community module. Displaying lookup custom fields in the Zoho Finance integration. This option is added to the Create Invoice/Estimate page. Importing Microsoft Office 365 contacts to Zoho Desk. You can import
Notes Field Deluge Options
I have a form that displays some information for the end user based on their query in the Notes field I simply set the input.lbl_field to be equals to what i want, is there any way that i can make the note bold or change the color from the Deluge script and not the GUI?
Zoho Creator white label via tablet
Hello, I heard from Zoho Sales that the ability to white-label an app created through Zoho Creator is only currently available on Desktop. I was told that the ability to white-label an app through mobile and tablet is currently in development at Zoho, with an expectation that it will be rolled out in the next product update. Can anyone shed some light on this? Is it true that this functionality doesn't currently exist? Is it true that Zoho is working on building that out? Does anyone have an idea
Hide fields dynamically - Record Template
Hi all, is there a way i can hide fields dynamically on a record template?
Removing Prospects from a Backstage Event
Why can I not remove prospcects from a backstage event? And is there a workaround?
Ask the Experts - Zoho Inventory #1: 4 hours live discussion on the integration between Zoho Inventory and Zoho Books.
Hi folks! We're happy to announce the first episode of Ask the Experts - Zoho Inventory. This is a weekly forum discussion. Each session, a panel of experts will take questions on specific topics related to Zoho Inventory and the chosen feature for that episode. The panel will be available for a 4-hour period and answer any questions posted here. In this first episode of Ask the Experts - Zoho Inventory, we will cover questions related to Zoho Inventory and its integration with Zoho Books, along
Sync problem with iphone and ipad air
I have installed Notebook in both Windows and Mac computers and now installed in iphone and ipad air. The notes are imported from Evernote (the conversion process was slow but seemed to work well; slow I mean like three days slow). Although Notebook works well in the computers, the iphone and ipad air show the notebooks, at least some, and keep "syncing" without ending for at least three days now. I have stopped the process, deleted the app and reinstalled and the same thing happens, neverending
Jenkins Integration
Hello all, In this fast moving world, delivering quality software on time can be crucial for survival. Businesses that automate their processes have a better chance of managing deliverables. Zoho Sprints now integrates with Jenkins and helps automate build updates in your software. Before the integration, build generation, deployment and automation were different tasks. After Jenkins, all these tasks have been combined and it is 20 times faster than the manual click/work. This integration has reduced
My Zoho Campaigns Merge Tag for $[FNAME]$ does not work
Hi, I have spent a while trying to use the default FNAME merge tag as well as creating a custom one in my latest campaign. Both times the test email is addressing my email to FNAME. I do need help urgently to solve this thank you.
Account Created via CRM Not Found (for 20-40 seconds)
When I create an account object via the CRM, I receive the JSON object with the proper Zoho ID. However, this newly created object IS NOT in my zoho accounts (I have to keep hitting Search/Refresh) for about 20-40 seconds, and then the new object appears. More troubling is the following code (pseud code): record = crm.find(some_id) if (record == null) record = crm.create(...) console.log(record); /* some_id is shown here */ If I re-execute the code, the "crm.find(some_id)" will return null (again)
Cancelled leave days not deducted from the total amount of taken vacation leave days
Hi, After I canceled my vacation leave , I would expect these days to be added again to the "taken" amount under Vacation Leave? This is currently not the case.. Eg: (1) Total amount (available) days of vacation leave = 25 days (2) Requested 5 days in January -> approved -> (available) days of vacation leave = 20 days (3) Requested 10 days in May -> approved -> (available) days of vacation leave = 10 days (4) Canceled the approved May leave request -> would expect (available) days of vacation leave
Document editor not wide enough
Hi, We've written over a hundred documents in Zoho connect, and it works okay, but every time someone starts using Zoho Connect they complain that the editor is just too small (only 600px wide). It makes it very hard to write documents. Could you please make it wider or give us an option to set the width ourselves? Thanks.
Email Notifications - Word of the day #32
Email Notifications are among the actions associated to a workflow rule. They are email alerts that are sent to leads/contacts and users in the organization. When you associate an email notification to a workflow rule, the selected email is automatically sent to the chosen recipients when the rule is triggered for records meeting the criteria specified in the rule. Here's a knowledge-base article on setting up email notifications. Check this video from Paul Nicholson to learn how to set up an automated
[ZOBOT] Using visitor data in replies
Hi! I was wondering if it's possible to use visitor data in the responses the Zobot sends. Source: https://www.zoho.com/salesiq/help/developer-section/responses-fieldname.html In this example the visitor sets his name to Smith. Is it possible to use "Smith" in your reply? Instead of a "Thank you" it would be "Thank you Smith" These little things make conversations a lot more personal. Is this possible already? If not I'd love to see this added.
Issue with If, And statement "Incorrect type of data argument"
Can you take a look and tell me what I am doing wrong? I'd like to add additional conditions to the simple formula, but my attempt at adding "And" is causing the error "Incorrect type of data argument" Unsure of what I did wrong.... This formula works fine: Works If(Contains(${Potentials.Work Category},'Generator Installation'),Concat('Provide and Install a ',${Potentials.Generator Brand},' ',${Potentials.Generator Size},' ',${Potentials.Generator Fuel Type},' Powered ',${Potentials.Phase},'v generator.
Flow / BigCommerce Connection: New Order Created
I'm using the Premium BigCommerce connection. My flow triggers when there is a new order, however I'm getting triggers when there is an "incomplete" checkout as well as New Orders. People are not paying or completing their order and flow is treating it as a new order. My flow takes the BigCommerce order and creates it in CRM. I'm getting duplicate orders because of this and also orders that nobody has paid for. Thanks
Sending template email through scheduled functions
Hi all, I want to write a scheduled functions, which will run at 7pm, such that it goes through all contacts, and if the contact record is updated between 3pm and 6pm, and the contact status = x, then email template A will be triggered for the contact, and if the contact status = y, then email template B will be triggered. In either case, a notification will be sent to cliq on channel "crm-updates" stating that "email <A/B> was send to <ContactName> at 7pm" I know how to iterate through the contacts
"&" being converted to parameter in PDF export
Hi, I have a button in a CRM record that passes a string that may contain an ampersand to a ZC Page. The first issue was, if that string contains an ampersand, the URL would then read that as a new parameter and cut off the string when displayed. e.g, "Mr H & Mrs D Smith" gets interpreted as "Mr H " because the & specifies a new parameter. I resolved this by replacing "&" with "%26" before passing the string, and now the ZC Page displays the full name. However, when using Print or PDF buttons on
¿Qué quieres ver en Español Zoho Community durante 2020?
Así es: una nueva década conlleva muchos significados, entre ellos el de abrirse a nuevas oportunidades. Con la nueva era de Español Zoho Community, es momento de escucharos a vosotros. Lanzo dos preguntas sencillas: ¿Con qué te quedas de Español Zoho Community 2019? ¿Qué quieres ver en Español Zoho Community durante 2020? ¡Os leemos en comentarios!
Self Scheduling
Currently Zoho Recruit gives us very basic interview scheduling tool. We have to pre set and select a time for every candidate and setup the interview accordingly. That's a challenge when you schedule interviews for dozens of candidates every day. Why not have a robust candidate self scheduling tool? We can set the time preference for a few days ahead and send a link to candidates. This solves a major pain point for recruitment firms. Also, please add a reminder option so that the system automatically
Tip #13: Los informes al rescate
Tips and Tricks #13, adaptado de Aishwarya EK ¡Hola, miembros de la comunidad! Una nueva semana significa un nuevo tip CRM, ¡y aquí lo tenéis! Por si te has perdido los anteriores, te dejo el enlace para verlos. Tip #13: ¡Los informes al rescate! Según a quién preguntes, los informes pueden ser amados o no tanto. En lo que sí coincidimos todos es que son una parte esencial para el análisis y el diseño de estrategias de negocio. Los informes pueden indicar una dirección a seguir, por ejemplo, al equipo
Error Opening Attachments
My originzation is receiving this error message when trying to open all attachments in Zoho Desk. Oops, something went wrong while opening this attachment. Please wait a minute or two and try again.
Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales
Tips and tricks #12, adaptado de Vaagdevi ¡Hola a todos! Esta semana quiero dedicar el post a aquellos profesionales de marketing y ventas que nos siguen. A aquellos que ponen tanto empeño en que cada newsletter y publicación en Twitter tenga los porcentajes de engagement más altos. Y es que hoy traigo un tip para recoger todas esas interacciones en redes sociales y que queden grabadas en CRM. ¿Cómo? Lo vemos a continuación. Recordarte que no te olvides de consultar nuestra serie completa de Tips
Customizing Email Templates in CRM
Ive created an email in CRM templates and added a button to click but the button is green. I would like to change the color to coordinate with our branding but can not located anywhere to do this. As an alternative I tried uploading a image file to use but it will not format the image appropriately to use. Any suggestions on how to customize the button color?
Link an email message to a Potential
Zoho Is there any way possible that you can add a feature that will allow me to link an email to a Potential when the email is to or from someone who is not a Contact of the Account associated with the Potential. The inability to do this is killing me timewise and making Zoho CRM nearly impossible for me to stay in. I am a Professional subscriber to Zoho CRM. I use gmail as my primary email and I have installed the apps/extensions that integrate my gmail messages to and from Zoho CRM Contacts so
Creating an event in CRM with several guests
When I create an event in CRM (say an online meeting) I can add people one by one but once it is done it tells me how many people I invited, but not who they are. It would be useful to be able to check this before sending. Also, it wouldbe really useful to be able to create an event to a list view, so i goes to several people (just the same as sending emails)... Thank you!
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