Tips & Tricks #15: Ensure effective employee onboarding with Zoho WorkDrive
Creating a solid onboarding process is as crucial as investing your time, effort, and money to pick the right talent. As employers, it is essential to make your new hires feel welcome and give them the necessary guidance to understand their role.
Associate Emails with Tasks?
For me, the most important thing to associate emails to is tasks. i.e. I have a task, and completing that task requires sending several emails. That task in turn relates to a contact/account. So I want to be able to go to a task and see the emails I've sent related to it. Yet Zoho only associates emails to contacts. I know there is a timeline view on the right, but if it's a contact I have lots of emails with, that shows all of them including many not related to the task. Is there any way to manually
Kaizen #21 - Functions in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss Functions in detail. What will you learn from this post? What are Functions in Zoho CRM? Creating a function Choosing a function category Function body Integration Tasks Triggering Functions From Zoho CRM functionalities From third-party applications Limits of Functions 1. What are Functions in Zoho CRM? Functions help you accomplish the tasks that are not available by default in Zoho CRM. You must write
Interview Scheduling
I want to know how can i schedule the interview in the system so that email only goes to the candidates not the employer/Hiring Manager at the same time
Filter LookUp Field
Hello, I would like to filter lookup field using Deluge i tried doing it using below code but it just clears the records in the field it doesn't filter the records. Code: for each rec in Product_Master[Units.contains("Mtr") && ID != 0] { match = count(Product_Master[Units.contains("Mtr") && ID != 0]); if(match>0) { input.Product_Master:ui.add(rec.Design_No); } } //Units is the Drop Down Field
currency > number of decimal is not correctly showing on Potential
I no need decimal on my currency under Potential module so that I set the decimal to 0, but the 2 decimal is still shown on Potential list. see the screenshot below # I set decimal to 0 # but it doesnt work, still showing 2 decimal on currency
Field Mapping CRM to Project
Is it possible to map custom fields from the CRM to Projects? When a Deal is won I would like to create a Project based on the Deal. I would like information from the Deal to be populated in the associated Project. If the data cannot be mapped is it possible to create Lookup fields in Projects with the CRM data? Examples: Deal: Providing a Training to a Company Contact in Deals to Contact in Project Date of Service in CRM to Date of Service in Projects
Not able to set up zoho email for domain registered with godaddy and hosted on AWS
I have domain registered with Godaddy.com and I have hosted it on AWS S3. I registered for Zoho mail to use 10 free email ids that I can use. I have created 2 email accounts on zoho. I am able to send mails from these but I am not able to receive mails on these accounts. I have changed the MX records at godaddy yesterday, but still not able to recieve the mails. Can anyone help me on this? Also, today when I logged in to check the MX records on godaddy and entere the DNS Zone file tab, I am not
Simple Custom Function won't Save/Work
Trying to create a simple Custom Function. It is written as follows: sendmail [ from: zoho.adminuserid to: "txxxx@xxxx.com" subject: "New Request for Estimate Available" message: "Name : " + input.name ] And I get the following error: Failed to save the function Variable 'name' is not defined Line Number: 6 I've read countless Help page/articles and this is how it says to write it and that it should work. Why isn't it woking? Any help greatly appreciated.
What's New in Zoho Payroll [Indian Edition]: March 2020
Hello, users, This March, we're excited to let you know that one of the most awaited features, the Selective Payment of Employees, is now live. Learn how to make selective payments and read about all the other enhancements that we've made to Zoho Payroll this month. Pay your employees selectively Let’s consider a scenario. Nagma Balay runs an organisation with 50 employees, and payday is the 29th of every month. Out of these 50 employees, 12 of them need to be paid on the 15th of every month. With
Work on the go better with WorkDrive! - Zoho WorkDrive Mobile Updates
Remote working has become more and more accepted in current work culture and can often increase productivity, improve employee health, and help the workforce maintain a strong work-life balance. Employers also benefit through reduced transport costs and the ability to pick from a wider pool of talent. To cater to the needs of our evolving workplace culture, WorkDrive has now introduced mobile apps for iOS and Android. We at WorkDrive continue updating our apps to ensure great work gets done, no matter
Zoho CRM's migration from API v1.0 to v2.0
Help! I am trying to get a step by step guide on how to migrate from API v 1.0 to 2.0. I have watched the webinar (before I got lost) and I have searched for guides and tried the live support but I am getting absolutely nowhere. They are saying to contact my API developer but I don't have one! I am at the point of finding an alternative to Zoho,
C# API GenerateAccessToken failing with self client
Using nuget v2.1.2 of the ZCRMSDK, I try to call GenerateAccessToken with a self-client grant token. The call throws an exception and when I place a debug proxy on the project I see that it is trying to populate the UserMaiilId (see https://github.com/zoho/zcrm-csharp-sdk/blob/master/ZohoCRM/OAuth/Client/ZohoOAuthClient.cs#L84). Attached is the failing code and the failed call to resolve UserMaiilI. Am I doing something wrong?
Customers - Timesheet - Calender
* Sorry moved this to the Zoho Creator Forum Hi, I'm trying to make an app where a user can see an appointment schedule (the user has a customer permission) for his workweek or month. The customer can only see his schedule. So far so good. But i want to make a timesheet where the user can add the real time spended during that appointment. Forms/Reports that i made are: - Customer - Employee (in this form i have a User field with customer permissions) - Appointments (in this form i have a lookup
Pipeline Questions
Have a couple questions: 1) How do i bulk email to deals in the pipeline? I do not want to send emails manually instead i intend to select a few deals and send followup emails. How can this be done? 2) Is the email sequence feature available yet? 3) How do i customize the sales pipeline stages?
Chat
I could not see any contact when try to start chat
zoho books
ZOHO Booksで会計を始めました。学校会計です。 学費の支払いがあると、仕訳帳では、通常未収金から銀行へ処理されるのですが、 未収金から預り金に処理されてしまう場合があります。 支払額が請求書より少なかったり、多かったりする場合に多いようです。 金額が違っても未収金から銀行への処理にしたいのですが、 どう処理したらよいでしょうか？
Service Addresses
We are (relatively) new Zoho CRM users. We are looking for a 'best practice' to add accounts with multiple service locations. For example, we have an account that is a local property management company. They manage 20 properties locally - same customer contacts, telephone numbers, email addresses all locations. We propose and perform work for their various service locations; those locations ultimately require service. We associate the proposals and customer interactions with the Account. We
Suggested output options for Notebook
Notebook's input process is brilliant. It will be useful for gathering raw materials for long, complex reports authored in Word or PowerPoint or even as YouTube video slide shows. But you need to provide output options that work with these authoring applications. It should be possible to export a notebook's pages as discrete text and graphic files for easy import to Word at a minimum. The file types .txt and .jpg will do for starters. In addition, it would be great if the Notebook app supported conversion
ignore duplicates in for each
Hi, I am using the following programme to return values (Bin Numbers) and dates that have been used in the report. a = Collections[Bin_Number != "" && Site_Name.Customer_No == "WXH" && Date_Time > zoho.currentdate.subMonth(1)]; b = Master_Bin_List[Bin_Number not in a.Bin_Number.getall() && Site_Name.Customer_No == "WXH" && Ignore_in_count1 != "yes"].Bin_Number.getAll(); c = Collections[Bin_Number in b] sort by Date_Time desc; d = Master_Bin_List[Bin_Number not in c.Bin_Number.getall() && Bin_Number
Sending file via PostURL
I want to postURL data that includes a file that has been uploaded to a record. I created a simple function which should do it but I get a server error from the receiving web service. Probably because Zoho Creator automatically uses a Content-Type of application/x-www-form-urlencoded when what I really need to send is probably a different content-type (multipart/form-data?) to the url. Any ideas on how I can post a file using postURL?
Getting Zoho Forms to Pull UTM Parameters When Using HTML
So, when you download the HTML version of a Zoho form and use that on your site (I do this because I don't want to create a new form every time I clone a page and there are more styling options), it appears UTMs stop working. By that I mean the form stops parsing the parameters in a URL and pulling them through to CRM upon submission. This was working for me just a few weeks ago (if I remember correctly) but isn't anymore—did Zoho release an update to Forms that broke this or something? Please
Cheaper Plans
I am sure this has been mentioned before but i wish there were a few more plan options. IM just a home user interested in unattended access and i dont need 25 computers. I wish there was a $50 a year plan option that i would be able to justify. While the free plan does work for me there are some feature (like file transfer) that are really needed for myself. Thing is, $100 a year isnt really unreasonable but i only have 3 computers and i just cant justify that cost. I could justify about half that
Remove currency from report
Hi, I am generating Key Accounts reports and I am getting the values in this format " EUR7,722.00 ". Which means that when exporting the report, I am getting all my values in text format, and cannot further manipulate the data. Can this be helped? How do I get it to just show me the number, without EUR? Thanks! Petronela
Planning material with stock
Hi all, I'm trying some things with the conference room booking system, to build a crew and materials planning application. So what I did was changing the conference room page to a materials page. I love the way that it checks the availability. What I want to add is the following: 1. So lets' say I want to add a camera. I have 5 of these, so I want to add a number field in which I input 5. 2. Now when I make a booking I want the option to say I need 2 for that date/time. 3. Great! Now I have 2
Campaigns are not firing
Anyone happen to know why a workflow wouldn't fire? Emails are not being sent. SMS messages not being sent. Zoho Flow not executing.
Function Arguments
Hi, I can edit Arguments in zoho CRM function designer. But I can't do the same job in Extension developer. Could you tell me how to do?
Quick and controlled data entry with new picklists in Zoho Sheet
Picklists are custom drop down lists with predefined values and formats that can be applied on the desired cell range. These customized drop-downs help you control the data entered into your spreadsheet and speeds up the process too! Effortless data entry Entering data manually is tedious and may lead to typos or misplaced values in your spreadsheet. Luckily, Zoho Sheet offers a solution to this problem with picklists. Once you create a picklist on a range, only the values in that specific list
Associate accounts/contacts with a product
Hi, I am trying to associate accounts/contacts with a product using an API call but receive the following error if I pass more than 10 ids. The data is invalid due to validation restrictions. [{"fieldName":"/ids","errorType":"invalid","errorMessage":""}] Is there a restriction on how many ids can you pass in one call? API : https://desk.zoho.com/DeskAPIDocument#Products#Products_Associateaccountswithaproduct
Get attach file of a thread
Hello Zoho Team, I'm having a problem with attach file of a thread. By api get thread detail https://desk.zoho.com/DeskAPIDocument#Threads#Threads_Getathread I've got link to attachment file but when this link is not accessible. Just got a message "Internal Server Error" This is attach link from API result https://desk.zoho.com/api/v1/tickets/<ticketid>/threads/<threadId>/attachments/362144000001509001/content Tried find in the document but have no result. Please help me check this problem. Thanks
All merge docs from Zoho Forms are not working
Today, possibly due to update, all merge docs associated with Zoho forms were not delivered to clients. This is a MAJOR fiasco. Please have someone contact me asap to solve this.
Cannot test webhooks when character length is greater than 1000 characters
Hi, I've set up a flow that simply passes a webhook to a custom function, and the webhook payload has about 5000 characters. When I try to execute it when editing it nothing is happening. Initially I found the next was truncated so I removed some parts of the JSON and got it down to just over 2000 characters. Then I found that still nothing was happening - after opening Google Dev Tools I can see that I'm getting this response: {"type":"security","status":"error","info":{"param":"payload","category":"param","message":"Should
Token Based Authorization for Zoho Subscriptions?
I'm working on an integration with Zoho Subscriptions on my website. I'd like to use the token-based authentication scheme that is documented for Zoho CRM, so that I don't have to store authorization information in my code. As far as I can tell in the documentation, this method isn't supported for Zoho Subscriptions. Can you provide some guidance? Thanks!
New CRM User Should Be able to see ONLY his OWN CONTACTS or LEADS...??
Dear Team, We want to add a new user, but want him to see his own leads / contacts / accounts; but he should not be able to see all contact or leads or accounts already in the CRM or created by us.... ... But, as an administrator we should be able to access his data, and NOT vice-versa.. Kindly assist in the same as its a priority.. I had been trying to each your call centre but had been put on hold for a long time. Please help me...!!
Ho can I link an email to deal?
I have installed the Microsoft plugin, and successfully add emails to leads or contacts. However, I have not been able to link emails to deals. Is that possible? Many thanks for your help in advance. Cheers Barbara
Can't access desktop soho mail
In the process of signing up for Zoho. Have set up the DNS settings etc. When I click on the mail icon on my iMac all I get back is this [0,{"st":"Page not found"}] Have I done anything wrong? The other icons return ok and I can access, send and receive mail on the iOS app
Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints
Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative,
Update on the upcoming Zoho User Group meetups - Q1
Hey Zoho Community! How're you all doing? We have an important announcement about the Zoho User Group meetups this quarter - Owing to the looming threat of COVID - 19, we're recalling several of our ZUG meetups that can't be run locally and are pulling back our Zoho teams who have traveled for these events. We have also suspended Zoho meetups run by our local partners and user group leaders as we do not want any of our users to come in harm's way. For those of you who have not seen the email about
User ID
viewing a downloaded file requires a password based on my user ID. How can I find my user ID?
New agent can't access the Parent-Child ticketing extension
A new helpdesk agent has started working with us and we have created a new profile on the current PC for him. This was the only change on the OS and in Desk but this agent is not able to see the contents of the Parent-Child ticketing extension. Is there anything that we can do by ourselves to solve this issue?
Next Page