how to display Non-billable tasks on invoice
Hi, Just wondering if I can display non-billable log entries on the invoice? I have billable and non-billable time that I want the customer to see. Thank you Regan
Marketer's space: Signup Form - Identifying the device and operating system used by contacts
In the previous post, we learned about tracking through which source a contact has signed up via your signup form. Today, we'll learn about identifying the device and operating system contacts are using to sign up. The Devices and Operating Systems report displays the number of contacts, device (Android or iOS mobiles), and operating system (Windows and Mac) from which contacts signup. This data will help you understand your contacts better and improve your campaign's performance. How to view
Software Tracking
Good Morning, Do you know any software that allows you to have a total tracking (Source, medium, Google Ads, time spent on the page, number of visits ...) of the leads that are generated in our Zoho CRM? In other words, a combination of Zoho SalesIQ, Zoho MarketingHub and Zoho PageSense, but that can be seen on a single platform? Thank you
How to list all values on the filter list but pre-select specific values as default?
I'm trying to pre-select some specific values from a multi-select field based user filter on a report graph. When I specify the default filter values and also select the "List All Values" option as the "value selection" then the graph is being created with the filter values but all the values are not being presented to the user. What am I doing wrong?
Distinguish between Leads comming from twi different webinars using Workflow Rules
Hello there, My issue is a bit tricky and i will give it my best to explain it properly. So basically I am using the Zoho Meetings integration to automatically create webinar registrants as Leads in the CRM. I have two different Webinars, for which i created two different "zoho webinar" Campaigns in the CRM to manage, schedule and launch my webinars. Now what i want to achieve is that, regarding for which Webinar my Lead registered him/herself, either Webinar A or Webinar B, that the field "Lead
Accessing approval process actions on canvas view
Hi, I am quite new on using Zoho CRM. And I am curious if it is possible to manipulate Approval Process with customized Button of the module. Then I can put it on the Canvas view of the module? Screenshots below help you to understand much more about the case. I have a Approval Process. When it is triggered, My Jobs will list this modified record. As screenshot down below you can see there are 3 actions I can acually do. My question is that is it possible that I can put these 3 actions above on
Subform Report Template
Hello, My data is recorded in subform and i want to print them as follows: Design No.: Shade No.: Meter: Design No. Shade No. Meter 56459 240 25.00 55830 210 50.00 23430 1 35.00 23437 2 35.00 what i want to say i want to make 2 columns
Can I increase the refresh-rate of charts in published reports?
Hey there, I have a published dashboard in analytics that I share with my teammates to plan production of a product. In there is a chart with a weekly overview of planned production and deliveries that we use to check if we have to make changes. Below the chart my teammates can make entries into a embedded Zoho Creator form to enter new production data and new deliveries. From Zoho Creator the data is populated into a Zoho Analytics table via a deluge script from a workflow. Our problem is: it takes
Dashboard filters
I have two reports that use different tables but have the same filter (customer name). I want to put them on a dashboard but have the user only have to select the customer name once and have it apply to both reports. How can I do this?
Ticket data view
In Zoho desk can anyone tell me how to expand the ticket data once a ticket has been opened, so all of the information is readable! I want to read the client responses whilst replying to the ticket.
Rewind with us - A Zoho Analytics Travelogue
ZBCODE for my account
Hi, my domain is gafcr.com, please provide the zbcode for my account. I know my domain is verified but i need the zbcode to configure my cname and mx settings.
Integration with MobileMonkey
Hi, It would be great to see more user friendly options to build a chatbot in SalesIQ. I have made attempts at building a bot, but Zia does not work in Spanish and I only have very basic knowledge of Deluge. I am using MobileMonkey for a Facebook bot and it is a super user friendly no code platform. It would be great to see integration between Zobot and the MobileMonkey platform. Regards, George Thiess Zoholic
Item Profit Chart - Cant figure it out.
Hi folks, I am trying to make a report that will list all the items we sold in a period and show them in order of "Profit". I cant seem to figure out how to do it. Can anyone help me on the right path?
Sorting Search Results Following Advance Search
Hello, After I do an Advanced Search for candidates, and I bring back results, I would like to be able to sort that list alphabetically by any of the columns. I.e. name or just title. Is there a way to do this? When I click on any of those column headers, it just gives me the option to Search, but not to sort in ascending or descending alphabetical order. Thanks!
Problem to update record via function in Workflow
Dear All, I'm trying to update a date via function executed by workflow. The function you can see below. Cashflow_Datum = Verkaufdatum.addWeek(6); response = zoho.crm.updateRecord('Deals',ID,Cashflow_Datum); Always when I execute I'm getting following error: Funktion konnte nicht gespeichert werden Argument type mismatches for the function zoho.crm.updaterecord at index 3 Line Number: 2 I have set following arguments.
Best way to send weekly textual report
Lookin for some direction. Each of my "closed/won" potentials is an event with an event date and other event specific information. At the beginning of each week, I'd like to create a report that displays the events coming up that week not in table format, but as text. For example... This Week: 12/23/20 St. Louis, MO Event Contact Name: Persons name Contact Phone: Persons phone Event information pulled from a field 12/27/20 Chicago, IL Event Contact Name: Persons name Contact Phone: Persons phone
Personnalisation d'un devis et d'un facture ZOHO
Bonjour, Notre jeune société vient de commencer à utiliser ZOHO CRM. Nous voudrions "customiser" notre modèle de devis et facture que nous allons envoyer à nos prospects (avec notre logo, sauter des lignes, etc . . .) mais nous ne trouvons pas comment le faire. Est-ce que quelqu'un pourrait nous expliquer comment le faire ? Merci d'avance Laurent
Alimenter une liste déroulante dans Zoho forms avec du contenu de Zoho CRM
Bonjour, Je cherche à alimenter dynamiquement le contenu d'une liste déroulante dans un formulaire Zoho Form, avec le contenu d'un module depuis Zoho CRM. Est ce possible ? Cordialement,
Introducing 'Dark Theme' in the Zoho Desk Android App!
Hello All! We wish you all a Happy New Year :)! This New Year, we have given a new look to our Zoho Desk App icon to give it an all new and refreshing look. Also, we are delighted to let you know that we have brought in support for 'Dark theme' feature in the Zoho Desk Android app. You can now experience enhanced readability, save battery life and run through your tickets with ease. In the latest version of the Zoho Desk app, you can enable the Dark theme from the on-boarding screen i.e.,if
Does 'outbox delay' config in Mail Lite client affect mail mobile sending?
Hello - If I setup the outbox delay in zoho mail client lite for 10 minutes, will this setting also be used in my mail mobile app? Just wondering if I set it in one spot if the setting will follow me to all other avenues of sending email. (client or server setting?)
Client Only Notes and Comments From Mobile App
There are a couple of things I can't determine the difference on. How do others work with the following? On the CRM mobile app (iOS) you can make a "comment" on a note, task, etc. However, the only place I can see this comment in the desktop CRM record is in the timeline. Is there somewhere else these can be seen within the client record? The comment feature is MUCH better than a note for every single internal communication on a task, etc. In the desktop version of the CRM, in the sort dropdown
Blueprint for Cold Calling
Im trying to create a blueprint for a cold calling process but if I want the sales agent to attempt to make multiple (in perpetuity) calls, even if there is no contact, Im not sure how to design it. Does that make sense?
Attaching OneNote to Account or Opportunity
Can anyone advise/guide me on how to add a OneNote note to an opportunity or against an Account in CRM? Thanks
Assign document type
Hi, is it possible or how do I create a document type to a document. For example we are an engineering organisation, is it possible to designate a DWG file as a drawing in Zoho docs so that all users can search for drawings more efficiently or is the only way to assign tags individually?
No 'Track inventory for this item' option after CSV import
Hi there, Due to a large amount of items my company needs to add to Zoho, we imported all of our data to Inventory .via a csv file. However, I've come to noticed that the option to 'Track inventory for this item' is not available for the items that were imported from the .csv file. I've attached two screenshots for reference. Right: Item created directly in the Zoho interface Left: Item imported via .csv The opening stock and inventory account maps were imported with no issues, but it's not appearing
Blueprint
Lors du Zoho Community Meet-Up, J.C MARTEAUX (Expert Zoho pour le compte de ZSphere), introduisait le Blueprint dans les bonnes astuces de Zoho CRM. Je vous propose de découvrir cet article (disponible sur le blog de Zoho) qui traite de la question de cet outil d'automatisation évolutif : https://zurl.co/EVZYW. Découvrons ensemble son mode de fonctionnement. Son implémentation et comment le faire évoluer. Excellent début de semaine à tous.
App Spotlight: PandaDoc for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. PandaDoc for Zoho CRM Create, send, track, and eSign sales documents with PandaDoc for Zoho CRM. Get the app here Business needs As your sales team grows, it becomes more difficult to manage all your sales tools and standardize efficient processes. If you’re a member of a growing sales team, you know hitting the quota is nearly impossible without a high level of organization and insight
Geotag & GPS
My users need to take a picture with their mobile device.... is there a way to capture the geotag of the image or get their exact lat/long of where they are standing?
Customized Layouts based on User Profile
Hello, In Zoho Recruit, is it possible to change a module layout based on the User Profile? If so, how? Thank you
Marketer's space: Signup Form - Tracking the signup source
Hello Marketers, In our previous series of posts, we learned about using unsubscribe callback URL and notification settings. This week, we'll learn about some exciting features of signup forms such as tracking the signup source, identifying the device or operating system used by contacts to sign up, and more. Tracking signup sources Signup form reports offer valuable insights into conversions that have occurred through signup forms. A source report sheds light on sources like websites, blogs,
Custom Functions that updates Field "Leadsource" based on Campagin-Membership
Hello, I need help building a function which updates the field Lead Source based on campaign Membership. Basically a functions that goes: "If a lead is in Campagin "Marketing Automation", update field leadsource to "Marketing Automation". it does not seem to be that hard, but as a non-techperson I just cant get it to work properly :/. Thanks in Advance for Help Leon
Using Cliq forms to add a task in Projects
Forms in Cliq are platform components that can take in multiple user inputs in a single go, standardize the way work gets kicked off in an organization and helps you automate your everyday workflow. Let's understand forms better by considering the following scenario. Scenario Assume, your team is now working on a new project and your lead decides to assign the tasks to the concerned person in Zoho Projects. As a first step, let's connect Zoho Projects with Cliq and add tasks right from the Cliq
Update field in Contact based on value in Account
I am hoping to be able to automatically update a field in my contacts that have a value in Accounts. Here is the Scenerio... Parent Account is "XYZ Company", The child companies have contacts with email addresses. I want to be able to flag all of the child company contacts with "Email Opt Out". Basically, the Parent company is the only one that I want to email to. I never want to email the child companies. Any ideas?
Norwegian translation zoho mail
Hi, Finally there seems to be a Norwegian translation of zoho mail. I notice there is one folder called søppelbøtte, and one called søppelpost. I assume "søppelpost" is spam, whilst "søppelbøtte" is trash.In order to avoid confusion between trash and spam, I suggest søppelbøtte be renamed papirkurv.
What's New in Zoho Inventory - December 2019
For this joyous holiday season, we are back with a bunch of product updates to make your day merrier! Let's take a few minutes to check out what's new in Zoho Inventory. Zoho Inventory - Zoho Sign Integration Add a layer of authenticity to your invoices by embedding your digital signature. This will prevent users from making unauthorized changes to a document. Zoho Sign makes the process of digitally signing documents as simple as it can get. Here’s what the integration with Zoho Inventory
Community Digest: un resumen de diciembre 2019
Community Digest diciembre 2019 Hola de nuevo usuarios, ¡Bienvenidos al 2020! Para despedir el 2019 también de nuestra Español Zoho Community (por supuesto, no definitivamente) os dejo un repaso de lo que ha sucedido en la comunidad durante el pasado mes. Esto es el Community Digest de la comunidad Zoho en español para el mes de diciembre de 2019. Este mes hemos tenido distintas consultas sobre diversos productos. En el forum de CRM y CRM Plus podemos encontrar una consulta sobre la integración de
Hidding Print Option in Report Detail View
Hello, I have Report emmbeded in HTML Snippet on Page. I succesfully hide Print/PDF option in Quick View with Style URLs but i can't find any options for Print/PDF in Detail View
Unable to add new users
We currently have 17 users in our application. When I try to add a new user, the pop-up dialogue states that we have reached our limit of 19 users and will need to pay to add this user. Any ideas how I could fix this?
Update function from v1 to v2 if function install through the Plug-in
Hi, I wan to update the one of the Function added under Developer Space > Functions as a deprecation warning is getting displayed for the same. But I am seeing a message like "Sorry! You can not edit or delete this function as it has been installed through the Plug-in". Please guide me how can I update this Function from V1 to V2. Thanks.
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