WFH Tip 5: Provide targeted customer support and keep your customer base intact with SalesIQ's Automation features.
Keeping customer experience standards at a check is always a herculean task. This becomes harder when you have an influx of new visitors on your website and not enough operators to target and engage the right visitors. This might sometimes require you to manually keep an eye on all the visitors, their likes and dislikes, answers to their queries, etc. which can become overwhelming at some point. This is where Zoho SalesIQ's Automation features have your back! There are three major features that can
Introducing Show for Chromebook
Hi everyone, Show supports all Apple and Android gadgets, including phones, tablets, and smart watches. You can also cast Show presentations to smart Tv's and control them using your mobile device. In order to extend our reach further, we are now introducing Show for Chromebook as well. To get started with Show for Chromebook, install the Zoho Show app from the Play Store. The installed app opens in the Chromebook Launcher. You can now enjoy creating engaging presentations, like with Show for
Setting Assignment Rules
Hey I fetching my leads from wordpress contact form-7 to ZOHO CRM through lead magnet plugin. I am able to get the leads in my module. Now I want to assign these leads to the respective team members. For that I used Assignment rules and created the same. But whenever the lead comes it is not assigned. Could anyone help me out with this issue? Thanks Archana
Link a Creator Form to a Zoho Forms form
Hi, I'm wondering if it's possible to auto populate a Zoho Forms form on submit of a Creator form? The end goal is to create a document in Writer using 'Merge on Form Submission', which as far as i can tell, can only be done from a Forms form and not from Creator. Any answers/ideas/hints would be helpful. Thanks.
Collect data, external
Hello community, I have the following request. We are now working with Zoho CRM Plus and would like to do the following. We have created a user-defined module in CRMPlus, in which we record our mail pieces. I have an employee who is only there to record mail pieces. I don't want to give her expensive CRM access for this work. My question: How can I collect data externally in ZohoCRM. There is a catch. For a field you have to assign an entry from the user-defined module. It is like having to assign
Tips and Tricks 5: Viewing ongoing sessions
Hello everyone, Today we'll learn how to view ongoing sessions in the Present Sessions tab. The Conduct dashboard in the Event Console can be used when your event has started. When you're about to start sessions, the Present Sessions tab will display all sessions you have planned for your event day. When you click any session in the timeline on the left, you can view more details about it in the dock on the right. This includes your session time, title, session track name, location, speaker details,
Email associated with the Contact
Hi, you can associate e-mails with a deal. However, if you list Email associated with the contact only shows the emails for that single contact. How can we show emails of all the contacts that are associated with the deal (under Contacts roles)?
API: Create a purchase receive, the API only work when the PO have not been billed
this message returned: The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s).
How to setup warehouse in CRM and do transfer of inventory and sales invoice for a particular warehouse
How to setup warehouse in CRM and do transfer of inventory and sales invoice for a particular warehouse
How to display Subsections in Help Center KB page view
Hello, We are using the 'Elegant' theme for our help center. Our KB is organized into Sections and subsections. When we view the main KB page, we see section headers and all the articles in the subsection to that header. Instead, we'd like to see the subsections displayed under the section instead of each individual article. Subsections are only displayed once we click on the section header. Any ideas on how to obtain this view? Thanks!
CNAME Validation Failed
Hi, I cannot figure out how to get this verfied. I keep getting the above message. Could you please assist? Thanks, Lauren
Vendors - Word of the day #15
Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products. Check this knowledge-base article on working with Vendors module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Campaigns Next 'Word of the Day': Price Books
Sent mails deleted automatically
Hi, I'm using Zoho mail for the past 3+ years. Recently i have noticed that my sent folder mails from the past 3 years has been deleted and contains only current month sent mails only. for eg: as of today my sent folder contains mails sent from April 01, 2020 only. Where the other sent mails gone? should i disabe anything ? i noticed last month only. please help me to retrieve my lost mails. . Thanks, Ravi
App Spotlight: Microsoft Exchange for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Microsoft Exchange for Zoho CRM Connect your MS Exchange server with Zoho CRM and auto-sync your contacts, tasks, events, and emails in real time. Get the extension here Business needs Avoiding manual repetitive data entry, which can waste employees' productive time and lead to human errors while recreating events and contacts. Customized access and sync controls to your server
How to convert minutes in hours
Hi, I am quite new to Analytics. I am synchronizing with Zoho Invoice. I import the time-sheets from Invoice. In Analytics, the time spent on a task is shown in Minutes (as the format is in Number). I would like to convert these minutes into hours (i.e. 135 minutes => 2h 15m) to be able to create a graph showing in Axis hours spent on a task (or per day, per week, etc ...). I guess I should use a formula inside the table, but I have no idea how to do that ! Could someone please help ? Thanks.
Trouble with Un/Share function
I am using the function from this article: https://www.zoho.com/creator/help/share/sharing.html I want to share a form with my users once they complete a separate form. Once the user submits the form, I have added the code: share form("Form_Name",zoho.loginuserid); However, after completing, the form is still not shared.
New Features in Zoho Social- July 2016
Hello, Hope you're enjoying using Zoho Social. We've been working on a bunch of new features, and today, I'm excited to announce them to you! Know your Connections better We've revamped the Connections tab for you, to give you more information about people who engage with your brand. Associate your Connections with their social media profiles and follow their updates on social networks within the Connections tab. You can also see their social media stats (such as the number of follows, followers,
Unique annual (subscription) pricing per customer
Zoho Subscriptions, Our business is driven by an annual recurring revenue model but, our pricing is generally unique per customer based on the level of connected devices each customer has. So, while we want to track ARR levels, churn, etc. by customer it's not clear we can use Subscriptions which seems to require us to define a "Product" with set pricing. Any ideas? Thanks, Jeff
SalesIQ Visitor Tracking issue
Hello everyone! We are experiencing a slowness in one of our server which has affected the SalesIQ's Visitor tracking functionality for all the users. We are currently working on the fix for this issue and the service will be brought online as soon as possible. We will keep this thread active with further developments! Regards, Aslam Team SalesIQ
Zoho Bookings - Improvements and Updates, Dec 2019
A recap of the product: Zoho Bookings is a scheduling app to get appointments booked, classes filled and monetize assets. The distinctive features are The centralized dashboard that gives a calendar view of all appointments for the staff and the resources Syncing of more than one calendar of a staff/a resource to provide a near-zero overlap of personal and business appointments Auto-generated, customizable Booking Page for businesses without a website. Embed code and domain mapping features for those
How To Update A Composite Item By Adding An Additional Item?
I'm trying to add an additional item to a composite item and the system will not allow me to complete this task, I keep getting the error message: "Items associated with a composite item cannot be updated if the composite item has been boxed or unboxed" See screenshot image below If I have to create this composite item again this will create another issue because the system will not allow me to delete the existing composite item, when I try I get the following message: "Items which are a part of
Calendar Report: Freeze header and left time intervals
The header and the left time intervals on the Calendar Report are not freezed, so if the user scrolls up-down or left-right they dissapear causing the user to do not know to where the events belong to. Here an example: Before scrolling: After scrolling:
Visitors Tracking Option
Yesterday, we were able to see the visitors on our website and which pages they were on. Today that feature has disappeared and we can only see users in chat.
A Few CRM Questions
Is there any way to adjust the currency format in mail merge Zoho Sign documents? Right now it's "$ 1.00" instead of "$1.00" which sometimes causes the $ sign to get left on the previous line. What's the proper format to check if a field is null in a calculate field? (Basically I'm taking a Date Time field and making it a String with just the Date part for a mail merge, and I want that calculated field to be blank if the Data Time is blank) I can't quite figure out the If syntax for it as the documentation
Password reset email broken
Hello, Recently it has been brought into my attention that the password reset for the community forum is not working. I tried it myself and the automated message I get on my email looks as presented on a screenshot. There is only a logo and name of our company and the user's name rendered, the rest of the message is just some placeholders. There is no pasword reset link. As I understand, there is no way of customizing this message so far, so I request your help in fixing this.
Linking Contacts to Accounts
When creating a contact linking it to an account, it doesn't show in accounts as found, however it shows linked accounts. What am I missing to let Accounts show the Contact within the Accounts page?
Meeting desktop app not properly installed
Win10: I have downloaded Zoho Meeting and installed it, but when I install it it's not in my start menu, nor a shortcut on my desktop. I have searched C:\Program Files and C:\Program Files (x86) for "Zoho", but couldn't find any traces of it. If I run the MeetingSetup.msi and choose Repair, it will run and open the meeting app. How can I properly install this app?
Send Email Button - Customization?
Hello, I am wondering if there is anyway to automatically add a second and third email to the CC line when you click the 'Send Email' button on the contacts page. We have multiple email templates designed to send to clients who work with partners and assistants that need to be CC'ed on all correspondence. It is very time consuming to copy and paste each email into the CC line. Is this something that we would have to create a whole new button to execute? Or is there another way to ensure secondary
Public Dashboards
Hi All, Are there any best practices/examples of stunning public dashboards that showcases Zoho Analytics. e.g. similar to Tableau - https://public.tableau.com/en-us/gallery/?tab=viz-of-the-day&type=viz-of-the-day Wondering, if we can make these dashboards more visually appealing https://culytics.com/blogs/cu-peer-comparison-dashboard https://culytics.com/blogs/cu-peer-benchmark Thanks, -Naveen
Standard Links & Attachments
I feel like I must be missing this, but we use a small handful of links and attachments (from Workdrive) in our sales process. So I'm often sending an email from with CRM and have to hit the attachment button and go find the file in Workdrive or manually copy and paste link. Is there a way to have these commonly used sales collateral pieces be somewhere easily accessible from within the email composition screen? I thought I remembered seeing something like this early on, but now I can't find it.
Search app for large number of records
Hello, i have a large number of records, 50000. I want to filter the records but I don't want to do it in a report because it will be really slow to show the 50000 records everytime. I would like to have a gui that I create my filters and then click apply to only see the records I want. Is it possible?
Filter
Hello, I have "Purchase Order" form i would like to have a status field where it would filter whether the Ordered product is in stock or went for cutting product wise and it should update on every update in Stock. And the product details is in the subform. Is this possible? If yes, please help me how do i do it?
Free webinar: A roundup of all new updates and a live Q&A session with our experts
The last few months have been a difficult period for everyone around the world. With many businesses transitioning to remote work, employees are adjusting to the work-from-home culture, sometimes comfortably and sometimes not. Our teams at Zoho have also been working remotely for a while now, and we're focusing on improving your experience during these critical times. We recently released a few exciting updates, starting with the early launch of our new interface and an all-new Safari extension,
Traducción al español de ZOHO Meeting
Hace tiempo ya pregunte para cuando ZOHO Meeting tendría una traducción completa al castellano. Actualmente tanto el IU como los correos que se envian están en ingles, y esto esta frenando la adopción de esta herramienta entre mis clientes. Creo que otra mejora interesante seria poder personalizar las plantillas de correo que se envían con los recordatorios. A ver si ZOHO se pone las pilas con esto pues creo los usuarios se animarán a utilizar esta fantastica herrameinta.
images in Writer document do not show up when printed to PDF or exported to PDF
I have added an image to a Writer document. When I print to PDF it does not show up in the PDF document generated. If I export to PDF, it has the same result. If I export to Word, the image shows up fine. But I truly want the PDF format to work! Any assistance?
Zoho Project is down ?
Introducing Custom Permissions for Extensions
Many times, it is not required for all users of a portal to be able to use your extension fully. In some cases, it is even important to provide restricted access to an extension's range of capabilities. We are now making it possible in Zoho Desk, through a new functionality called Custom Permissions. Custom permissions are a new type of permission that you can provide in the extensions you develop. Using custom permissions, support admins/managers can configure different levels of access to your
Campaigns - Word of the Day #14
Campaigns are marketing activities (inbound or outbound) whose purpose it is to build interest and awareness around a company’s products, services and brand. Outbound campaign examples can include email blasts to introduce a new product, print advertisements, cold calling, or company events; inbound campaign examples include web-to-lead forms to collect the names of people who want to learn more about a product, search engine optimization (SEO), or social media. Note: Not to be confused with Zoho
Link sheets to zoho analytics table
Possible to link/update zoho sheets via tables in zoho analytics? I have been unable to find documentation related to this question.
Audio/Video intermitted issues
During a broadcast session (3 participants + trainer) we had issues with Audio/Video such as individual participants not hearing the trainer, or trainer video feed does not reach all participants. This was somehow resolved by refreshing the browser and connectivity restored, but it is an issue.
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