Meetings straight into Zoho Calendar
I use Zoho Calendar. When I first used Meeting, all meetings were included in Zoho calendar automatically. It doesn't seem to happen anymore. We we have it back?? :-) Thank you!
Being able to reorder the polls
it would be great to be able to re-order the polls that have been prepared in advance of a meeting... Thank you!
Status stamps for Estimates
Hi, I notice there is a status stamps for Invoices in custom layout Invoice Status can be : Sent’, ‘Accepted’, ‘Declined’, ‘Invoiced’, ‘Client Viewed’ or ‘Expired’ Invoice Status stamps can be: 'Paid' or 'Void' Invoice categories can be ‘sent’, ‘accepted’
LMS Issues and Questions
Please see screenshot below. Why does LMS insist 8 out of 13 are completed when they are only 8 to be completed? I do realize the course can still be marked completed using the 3 dots. Also, is LMS in any way integrated with the Training module? It seems to me that someone doing a course in LMS is taking a form of training :-). I would like to have all of an employees training listed in one place, not two separate places. Thanks!
Time is export as 24hr format instead of 12hr
Is there a way to get the time to export as a 12hr format like I have it in my report? In my report the time is entered as 12hr but when I export it shows in 24hr format. Is there a way to change this? Images are shown below. Thanks.
Sprint API (Self Client)
I am currently creating a creator application that will automatically get a Sprint, create a Sprint, etc. from an API of another website. Now, in the developer console, I was given the option to add a client. I selected, Self Client. I then generated a code using this. But when I tried to use it in my function, I get this result. Can you tell me where I am getting this wrong? Provide me an example or any guide that will help me make this work. Thank you.
error on script deleting record of related table
I have two forms: Purchase which logs company purchases, and Cashflow which shows the cash balance of the company. when creating a purchase,if a decision box called "add to cash flow" is checked, a new Cashflow record is created with the relevant details. Purchase also has a lookup table to the newly created cashflow record. when the decision box is unchecked, or the purchase record is deleted, i want the associated cashflow record to be deleted. I know a bi-directional lookup might assist but
[WEBINAR] Canada's COVID-19 Economic Response Plan for Businesses.
Hello Everyone, The Government of Canada has come up with various relief measures to address the economic impact of the COVID-19 on Canadian businesses, including support for self-employed individuals. We’re pleased to bring you online learning sessions with our experts Ward Blatch, CPA, CA, and Marie-Andrée Giroux, FCPA, on Canada's COVID-19 Economic response plan laid out by the federal government as it pertains to businesses. They will be covering: Canada emergency wage subsidy Temporary 10%
Tips and Tricks #26: 3 Smart ways to share presentations on the go
Hi Everyone, Welcome back to another tips and tricks post for Show. Today we'll focus on sharing files effectively from your Android app. In Show, using Share, you can invite colleagues to simultaneously work with them on presentations, no matter where they are. Show's robust commenting system allows collaborators to provide feedback using the Add icon. The Resolve option allows you to close a comment when the discussion is complete. You can also access earlier discussions from the Archived
Custom Function: Refresh Page
Hello I am calling a custom function from a Contact Form Button to update the current contact (and other company contacts) The following works nicely...but I need to reload the current page to show the updated data on the contact page... accountId=input.companyid.toString(); iaccountId=input.companyid.toLong(); rec = zoho.crm.getRecordById(("Accounts"),iaccountId); resp = zoho.crm.getRelatedRecords("Contacts",("Accounts"),accountId); for each ele in resp { mp=map(); mp.put("Mailing Street",rec.get("Shipping
Sales Pipeline - Word of the day #28
A sales pipeline is a company’s repository of all combined sales opportunities that currently exist for a company across every stage of the sales progress. The sales pipeline typically ranks opportunities from lowest probability (least likely to close) to highest probability (most likely to close). Previous 'Word of the Day': Sales Funnel Next 'Word of the Day': Sales Stage
Some missing features for knowledgebase portal
We are using Zoho One for almost a year. Still, we couldn't finish exploring all the features of Zoho yet but we are discovering interesting stuff lately but daily. Almost 4 months we decided to use Zoho Desk help center A.K.A Knowledgebase to build a strong documentation portal for our services to our loyal clients to avoid repeated questions and problems that overwhelmed our support team. I love it. Although, some important features are still needs to be available by Zoho Desk for it's public help
GoCardless payment status not updated
Hi, we have a GoCardless integration with Zoho Subscriptions. The booking with SEPA payment through GoCardless worked fine, the invoice is paid and shows properly in GoCardless. Unfortunately this status is not updated in Zoho Subscriptions even after a synch. Can someone help? Thanks Heico https://flowpilot.io
Voicemail to Ticket
Can we do voicemail to ticket?
Linking Modules
Hello, Is it possible to create a workflow that triggers field updates in a linking module? For example if the field 'Appointment Status' is edited in the Appt Module, I want it to auto update in the linking module 'ApptLink'. I have a Grab button but I need this to happen automatically when a field is changed. The code I wrote is throwing back error. Any help would be fantastic! Thank you. Failed to execute function · Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function
Has anyone here created a sync between Zoho Contacts and Joomla?
Ive been looking for a way to either 2-way-Sync Joomla with zoho, or to somehow treat zoho as the source of authority. Has anyone tried this, heard of someone doing this successfully,heard of a product that can do this? Does anyone know what the issues are from experience?
Import/ Sync with Zoho CRM to Recruit
Hi I have set up my sync/import between the two, but it seems to sync/import all potentials as job openings. Is there a way to only sync/import won deals from the CRM?
LMS Categories Don't Work - See Screenshots
I am guessing this is some type of bug. Maybe because I was in the beta and then got upgraded? Thank You
Link external data does not work, while import from downloaded csv does work.
Trying to link to: https://analytics.usa.gov/data/live/os.csv Gives lots of strange chars. But downloading the os.csv and then importing works fine. Can this be fixed? Thanks. J.
This Week in Zoho News- CRM Zen Show Episode 92
Click here for other episodes and more. Zoho News Zoho Ramps Up Global Assistance Efforts with New Vertical Relief Plan Zoho “...is introducing its Vertical Relief Plan (VRP) comprised of programs and tools to assist businesses and organizations in need across three verticals severely impacted by the crisis: Education, Non-Profit & Government, and Retail.” Analytics Updates This update allows for Smart Data Alerts via Slack, Microsoft Teams, and by a Webhook Zoho CRM Date Preferences Users will be
Error handling
On occasions, running scripts produces errors (e.g. incorrect email address format in sendmail). In contrast to the Execution error popup, is there any way of trapping such script execution errors and reporting them in a controlled way? Other languages support 'on error' type traps; is there an equivalent in Deluge?
Printing (Mac) directly to a note in Notebook
One of my most used functions for Evernote was the ability to print a document directly to a PDF within Evernote. Is there an equivalent capability within Notebook?
Linking Modules
Hello fellow Zohoers! Is it possible to create a link or automation between two linking modules? Also, is there a way to mass update or mass assign in a related list? Thanks for your input!
How to create contact using Quick Create
Whenever I click on + contact as shown below, it takes me to the full length contact creation form. Can someone clarify how to create a contact using Quick Create? I checked help docs and saw lots of information about Quick create but I did not see any info on how to simply create a contact using Quick Create. Any help would be much appreciated. Thanks!
List with Accept reject and details button in Zoho creator
I am trying to create a List in Zoho creator (Form, page) with a details button which redirects to another page. But I cant find how to create a list with buttons. I am a new user so I don't have a complete idea, Please help. Thanks.
External Users
I am having challenges in adding external users to CLiq. It generates the invitation email but them users are not able to join. Here is what was reported. Is there any limit, on how many external users can be added to Cliq? Thanks
Just wanted to say thanks for an excellent product.
I have been an Evernote user for years, and I tried every note keeping app under the sun looking for a better alternative. I am so amazed by the quality of Zoho Notebook (all Zoho products really). Thank you for doing what you do. Thank you for making a fast and beautiful product that works on all platforms (even Linux!). Looking forward to many years of happy note taking here.
Control total hours reserved from a particular customer
Hi, For services like classes, training or similar, the user pay for xx amount of hours in the month or the year. IT will be great have the option to control the hours scheduled by the customer and does not permit to make a new appointment if the total hours are already scheduled Also if the customer is not in the CRM, restrict the option to make an appoiment.
Include MercadoPago for payments
WHen would be available #mercadopago# as option for payments? this integration is already working in Zoho Books.
Embed Workdrive folder on CRM record
Hi I can generate new embed code for a specific Workdrive folder to put in it a web page, for example. Would love to see this embed view of a specific folder available on a CRM record. Anyway to do this? Thanks in advance
Multi-select or Checkbox Data Between Two Zoho Creator Applications
Hello, I have two Zoho Creator Applications which are sharing data. Both Applications have a 'Checkbox' field-type, 'Department'. In Flow, I set Application B (recipient) field to 'Use a Custom Value' and my custom value is set to: #{applicationA.Department} (see attached image) However this will either result with an error or null value upon Flow execution (see attached image). I am currently using the Free version of Zoho Flow and have not exceeded any usage limits. Please provide guidance on
Purchase Order Approval Signature
In the Purchase Order Template, there is the option to have a signature automatically placed into the template. A feature I like as it means the PO has the necessary approval without having to print out, sign, scan in etc. My challenge is this, the PO is 'signed' even when not approved. This is a control issue surely? I can see that there is a watermark across saying NOT YET APPROVED, but it does not detract from the point that the document is signed. Is it possible to have the signature appear
Video Conferencing and other updates in Zoho Meeting
Hello there, We hope you are staying safe and healthy. Zoho Meeting subscriptions have been increasing greatly since March 2020, and we'd like to thank you for choosing Zoho Meeting for your remote collaboration needs. We also want to assure you your data is safe and your privacy is protected while you use Zoho Meeting. Video conferencing with multiple feeds Last week, we released our new video conferencing feature with multiple video feeds. Several organizations tried it out and we are more than
Tiny Tip Tuesday #25
Sentiment Analysis: All You Need to Know Surveys are tools that measure the sentiment of a group. Let's imagine you want to run a survey that will go out to a large audience, and you want to know how they feel about an event you just organized. With such a huge number of participants, it might not be possible for you to read and analyze all the descriptive answers you'll receive. However, it's necessary for you to go through them in detail to understand the real sentiment of your group. This is where
Provide Webhook based Variables to Journey
I love to be able to trigger a Journey via Webhook, but I would love to be able to provide custom parameters to the beginning of the journey. Lets say I have a Journey for the case a customer purchases a product. This journey includes some introduction emails, an onboarding guide, a set of tipps and tricks and request for product review email. For very standardized or similar products, I would just like to exchange some bits and pieces of the emails i send out. A different link to the product page
Add Status to related Product List
Hello, When i add a campaign to a contact, i can choose the Status of the campaign and get it displayed in the related list. Is it possible to do the same for products? So when i add a product to a contact, that i have a similar dropdown field? Pictures below, Regards, Andreas
Regular Expression for Phone and URL validation
Hi, I cannot find any documentation on accepted formats for phone and URL fields. Would it be possible to share the regex for these? Thanks, Conan
Unsubscribe from
Hi, I created header and footer in English and Turkish. I change it according to the language of the mail. https://monosnap.com/file/5CLYhwUMDQslIpLEIW8L8d3IrWYHlS But I couldn't change the Unsubscribe form by language. How can I do it?
What's New – April 2020
Hello everyone, We're in month two of the quarantine and it looks like live experiences will be on hold for the next couple of months at the very least. For us at Backstage, it felt like the right time to refine our existing features and fine tune everything. This way, when you get back to hosting real-world events after the pandemic, the Backstage experience will be better than ever. Here's what happened at Backstage this month. Keep track of all visitor queries Your microsite visitors are
CalDAV Server
Just evaluating Zoho CRM on a trial. We would like to Sync to our business email / calendar server. We are using Zimbra and can sync mobiles etc using Microsoft ActiveSync or IMAP / CalDAV. I have used both successfully. IMAP will be fine for our email. The CalDAV settings appear locked to your server (see attached snip). Can this be changed so we can use our server?
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