Start and End Date no longer required from main task dialog? Great!
When using the main task dialog it used to always force the user to enter a start and end date. Today I notice that is no longer the case. I hope that is purposeful and going to stay that way because it is an incredibly welcome addition!
Zoho Integrations on Mobile Zoho Recruit Mobile App
Hello I recently downloaded the Zoho Recruit App on my iPhone and notice that I’m unable to send documents for signing to candidates from within the App through the ZohoSign integration I had previously installed in my Desktop portal. I ended up downloading the ZohoSign App on my phone as well, but then I noticed that I would have to upload the document manually to the candidate ZohoRecruit profile in order to link the document to a specific candidate profile. Again, this happens automatically in
No automatic call log using integrated VoIP provider
Hi, We added Placetel as VoIP provider with Zoho. Our sales people are calling contacts by clicking the phone number in the Contacts detail in CRM. Zoho pops in a modal window at the bottom right of the browser. Colleagues are making the call, but call activity are never added in the contact open or closed activity list. When the call ends, the pop in window disappears. They have to fill manually a new call using the + call link. Am I missing something so call are automatically logged in the contact
Spotlight #7 - Instantly locate your files and folders
Hello everyone! We're back again to highlight another feature in our Zoho WorkDrive spotlight series. No matter how organized your system, sometimes remembering where precisely you stored a file can be difficult. With Zoho WorkDrive, you don't need to
Modify width of Name column in Projects tab?
Loving the custom views for the Projects tab. With the fields other than "Project Name", we can modify the field width. Is there a way to modify the width of "Project Name"? There's a lot of valuable space that is just "white space". It would be nice to be able to shorten this field so more fields display on the screen without scrolling. If this is not currently possible, I'd like to request this as an enhancement request. Thanks, Scott
Auto-completing task when an entry is made into a Custom Module.
So right now this is what happens: When a Sales Rep enters the info of a client into the "Clients" module, a blueprint is run that automatically assigns that sales rep a task to visit that client. Our sales reps log their meetings in a module called "Client Meetings". What we want to do is make it so that once a Sales Rep logs a meeting into the "Client Meetings" module, the task assigned from the blueprint (that relates to that client) is automatically completed too. This is to keep the list of
Updating Records in a Form from Excel
Hi: We need to update existing records in Creator from records in an Excel spreadsheet. We see how to do this using the Migration tool, but the problem is, we are on a Mac. Is there another way to accomplish this? As presented from another post, here's the functionality we're looking for: 1. If the keys match, we would like to update/overwrite all the fields in the corresponding record using the Excel sheet data. 2. If the keys don't match, we would like it to create a new record and populate it
Introducing Serverless Functions!!
Serverless architecture, also known as "Function-as-a-service"(Faas), provides a platform for developers to write functions to integrate the CRM and any third-party application. These codes, written in Deluge, can be triggered from any other third party services or it can be triggered directly from any web or mobile app. Most applications require a server that lets them host their applications, parsing, sharing and computing data. However, having to set up a server just for the sake of providing
fetching data from two different zoho crm account using one client id and one access token
Hi all, I am facing an issue while getting data from https://crm.zoho.in/ . I am using the clientid and client secret, generated for zoho crm account assigned to amritatest**@gmail.com. The client ID is 1000.0JLDYGYRZMS9CXU7F3H8ZX839P****. Using our Application(.Net supported) we hit the https://accounts.zoho.in/oauth/v2/token url and generated access token then using that we fetched the correct data. After one hour I tried to fetch data again using that access token (generated for amritatest**@gmail.com)
Email IMAP integration
When using Zoho CRM to send send emails to contacts etc. is it possible to have the sent emails integrated into Outlook via IMAP or some other solution. I need to have the emails sent with Zoho in my sent items of my email server as well (similar to how hubspot does it).
2019 - The year at a glance
Over the course of this year, Zoho Inventory was completely revamped to accommodate new tax laws and features and keep up with the ever-changing market. It now rivals the leading products in its category as a highly recommended inventory management app for today's businesses. Here are some of the accolades Zoho Inventory has bagged this year: Even better than awards is the appreciation we get from our valued clients. What have we done differently this year? We have incorporated Zoho's in-house artificial intelligence,
Free webinar: Zoho Sign integration with Zoho Finance apps
Hello, Zoho Sign, our complete digital signature solution for signing business documents quickly and securely, now has a slew of integrations with Zoho Finance apps that includes Books, Invoice, and Inventory. E-signatures save your business time and money while allowing you to scale operations without any hassles. In this webinar, we'll demonstrate how Zoho Sign's integration with these Zoho Finance apps can help you create and send digitally signed invoices and estimates to your customers, as well
Importing data
Hi, I would like to know whether I can import contacts, accounts, and deals data in one sheet ? If yes, please give me a hand? If not, am I going to import contacts, accounts, and deals separately?
Cannot Add Second Zoho Email to Mobile App
I see from the mobile app there is a button to add additional accounts to the app. But, each time I click Add Account, it attempts to add my current main account. Is there a different way to add a second Zoho email to the app?
How to realize page turning function
When there is content more than one page, just like the picture showing below, then how to make the effect.turning
Lead imports
Hello, I'm having trouble importing leads into the crm, the import button turned gray and it says i dont have the needed permission and to contact my administrator. Im using the admin user.
Mobile App - Problems with Send for Zoho Sign
Hello, When I attempt to use the send for zoho sign feature on the mobile app, if I chose to select a lead or contact to email to, I am unable to select the text box. Is there a solution for this?
Zoho Creator showing outdated module template?
Hello, I have edited the default template for Leads in Zoho CRM. However, when I try to create an app with Creator's CRM intergration, it shows the original, default template that does not even exist anymore. I'm a little confused, because when I use Zoho Forms to create the integration, it shows me the correct template with the correct required fields.
Twitter integration not appearing
Twitter integration not appearing anymore on my CRM after it was for almost two years. I did down grade to the free edition however it still was appearing until some months ago. Why?
What can trigger a function
I know that that (1) Forms or (2) Field changes can trigger Workflows I know that Workflows can trigger Functions What else can directly trigger Workflows? API? Webhook? Button? Some other thing? What else can directly trigger Functions? API? Webhook? Button? Some other thing?
How many campaigns a month can I send?
I would like to know how many campaigns can I send per month through my account, and how many contacts can I have on my contact list.
How to record security deposit from customer
We are a rental company, and we take security deposits from customers in advance and we return back to them after 1 month of the leasing period. In Quickbooks, we do 1.issue an invoice with the item name "security deposit" as a current liabilities 2.as we refund back the money to customer, we use credit memo to refund the money back In zoho books, we cannot issue invoice with items as "current liabilities" , so how could I record the above transactions? thanks
IMAP
Are you ever going to implement IMAP? Kind regards, Joe
When deleting a report, the alert window should contain the name of the report being deleted
When deleting a report, the alert window should contain the name of the report being deleted. Also, the report grid in itself should contain some kind of guideline so that the user is sure that he's on the correct record.
ZOHO Projects - Drag & Drop List Order
There does not appear to be a way to move around the projects when in list view. Why is this important? Because I also use ZOHO Mail which integrates with ZOHO Projects. I can create tasks from within Mail, but when you go to do that you are forced to sort through a jumbled list of project names. The way the projects appear in Mail is based on how they show in Projects. Currently all projects are ordered according to when they were created. That makes it difficult to sort through projects when assigning
Request for Quote?
I need to be able to send a Request for Quote out to several suppliers to obtain pricing info. Then I need to log the unit pricing by supplier for the same list of items. Does anyone know how to do this? Kim
See a User's Last Login Date/ Time
Hi there, How do I see when a user last logged in to Zoho? Sorry if this is obvious/ easily found!
Using the Analytics features to track blank vs non-blank fields.
So a very quick and easy use-case to give some context: Let's say you have a team of Sales Reps. Whenever they speak to another company on your business' behalf, they are supposed to log it in a module called "Client Meetings" and track stuff like "No. of Employees", "Age", "Net Revenue", etc of that company. For convenience, this is not a mandatory field because the info is not always available. Now let's say you're interested in gauging your sales reps by how frequently they leave each field blank.
User's last login report
Hi, This question has been "answered" before, but given the answer did not really resolve the question, I thought it was worth raising again: https://help.zoho.com/portal/en/community/topic/users-last-login-report Zoho's "audit log" feature is great - but it does not store user "login" events. A user may be logging into an account regularly (for read access), but not updating any records. Currently there is no way to determine this. Is there any plan to either: - Add a "date of last login" field
Late Fee / Custom Function / Automated WorkFlow
Base on some forum postings i have found, i went ahead and create a Flat Rate Late fee, which will then be run weekly with the Automated Work flow. Please find my script i'm using: ========================================================= //create a variable to get invoice total and add a $5 LateFee latefee = 5; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee and
Sections???
Are sections no longer available?
What is syntax for adding a CRM field into Creator
I'm trying to fetch the email from the CRM field into Zoho Creator form. can someone help me with the syntax to be used for fetching records from CRM to creator. Thank you.
Fetch contact details (phone, mobile, email) and update custom fields in a task as a Task Field Validation activity.
Hi Zoho Gurus, We have added several fields to tasks to help streamline our sales and customer care operations. I want to create a function that is triggered during field validation on a Task entry. The function will fetch the associated contact record (using the Task's Contact) and fill in three custom fields on the Task for... customer email -> task email customer mobile -> task mobile customer phone -> task phone I cannot figure out the easiest way to do this via Deluge script. Can someone please
Export Excel Workbook with multiple spreadsheet tabs
Is it possible to export Excel Workbook with multiple spreadsheet tabs?
How to track everything right in Zoho Books
I run a computer repair business. I want to use this software effectively and I think I have been using it wrong for a whole year. Here's one example what I want to use it for. **A Customer comes to me for a screen replacement on a laptop. I quote him
Alert or a Pop up after on click submission
Dear Sir / Madam I have created a form, where user having facilating of deleting a record, But I want before deleting record, user must get an alert or pup up box which shows "Are you really want to delete ?" On user confirmation only record can delete. i.e I need a double confirmation from user before record permanently delete. Could some body tell me how I use this functionallty on "On Click" Option.
Removal of Inventory Item Group menu options under "More"?
Hello, Previously Zoho Inventory allowed you to open an item from the item list, then click on the "More" button in the upper right, and add it into an existing item group if it was a standalone item, remove it from an item group if it was part of one (thereby creating it's own item group), or move it to another one. For some reason, I now see that these options are seemingly available for only a limited number of my items. Has this functionality now been limited? If so, this would really be unfortunate,
Emails showing up in Zoho Mail through web browser but not IMAP account in email applications
Something occurred around 3pm central time on Friday that caused my IMAP accounts to 1) show emails in my inbox that were previously filed away in subfolders and, most concerning, 2) NOT show new emails that do appear in Zoho Mail through my web browser. This has continued to the present. Please advise ASAP as these are time sensitive communications.
Offline payments not working
Hello, It appears the selecting an offline payment method (cash, check, cashier's check) still sends the customer to process the order with an online payment method as if they selected credit card as the payment type. -Bryan
javascript embedded
Hello,Is there a possibility to embed javascript on Zoho form for reading et mofifiying field values ?
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