Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the
Module Search is Overcomplicated
The module search bar is near useless to me. The amount of parameters I need to fill in and check off is aggravating, and usually end up yielding no results because I made a minor mistake. I could see if I had 10's of thousands of contacts wanting to
Zoho Flow On-prem Agent Fails to Update and Won't Startup
(I also posted this issue under "requests".) Started up my on-prem agent today, like I do every day, and found that two different instances of the app on two different computers are broken in the same way. Since it worked flawlessly yesterday with my
Run a report of average stage durations by stage in the Deals module
I need to run a report that shows the average number of days that a deal record is sitting in each stage. See screen shot. For instance, I want to know how long records are (on average) staying in the "Equipment Received" stage before it is changed to
Investigating adding SMS add on to Zoho CRM - Which is the best?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrations
Incident Report: Temporary Server Down on July 2, 2024
Dear Users, We wanted to inform you about a temporary outage that affected our servers earlier today. Here are the details: Incident Details: Date and Time: July 2, 2024, from 08:00 AM to 08:07 AM AEST Affected Region: Australia Affected Service: cliq.zoho.com.au
Zoho Meetingでのウェビナー運営のTipsがございましたら
皆様こんにちは、ZOHO歴2月の初心者です。どうぞよろしくお願いいたします。 ZOHO Meetingを使ったウェビナーを運営したいと思っているのですが、先行事例やTIPSを見つけられず、ノウハウなどを共有いただける方にお話聞けたら…と思って投稿いたしました。 今までON24、Zoom ウェビナー、Youtube、Webexなどでウェビナーを開催してきました。各ツール一長一短や注意点があり、ライブウェビナーは放送事故によるお客様の離脱が非常に怖いので、注意しながら運営をしています。 Zoho Meetingの使い勝手はかなり良さそう（ON24とZoomのいいとこ取りに見えます）に思われるのですが、配信時の安定性など、実際に使われた方のノウハウや注意点が気になっています。
Replace Case Subject with Case Number
Hello, I've been trying to create a function that replaces the content of Case Subject with a Prefix+System Case Number as soon as the case is created. Still new to Deluge and having issues with function programming. Any Deluge guru's help would be
Restricting Fields in Bulk Edit
As simple as the title, we would like to have a feature to hide certain fields in the bulk edit.
【申込受付開始！】福岡 ユーザー交流会（8/2）のお知らせ
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。 約5年ぶりに福岡にてZoho ユーザー交流会を開催します。 弊社営業部マネージャーによるCRM / Desk / 電話連携活用術の解説や、ユーザーによるZoho 活用事例、サービスの自社活用方法について参加者同士で共有し合うグループワークなど、サービスの使いこなしに役立つ情報が満載です。 初参加の方も大歓迎ですので、ぜひお申し込みください！ ▶︎申し込みはこちら：https://www.zohomeetups.com/Fukuoka2024
No inventory items' images shown at PO or SO
Hello, after successfully creating the inventory items, then we try to create a Purchase Order or Sales Order, the problem is that the items we select for the new intended SO or PO, won't show their particular images when selecting "PDF view" at the top
Auto Check-in and Check-out for some employees
Hello, I need to set auto attendance for some users. They have to be signed as present even if the don't check-in How can I do? Thank you in advance Marco
Auto save / Increased Stability for Appraisals
Drafts should be auto-saved when doing appraisals. I just wasted 45 minutes completing an appraisal, and when I went to "Save Draft", the page threw an error that said "Contact Administrator". I'm the administrator, and I have no idea why the Zoho People
Zoho Campaigns Traning
Hi there, Zoho Fam! I run marketing for my company and use Zoho Campaigns daily. We have been using the platform for almost a year now, and I still do not fully grasp all of its features and capabilities. I feel as if I am doing extra work with importing
Migration from Other Payroll Systems to Zoho Payroll
I am migrating from another payroll system to Zoho Payroll, but am finding there is no way to achieve my goal. My goal is to completely import in my past history for all employees into Zoho Payroll. I have plenty of exported data (via csv files) that
Zoho Flow hit ' An error occurred in 's Servers"
Is anyone else seeing that jobs are no longer imported from Zoho projects?
Jobs are no longer imported with projects automatically. I can still import them manually.
Zoho sent emails are being blocked
I have had a constant issue with Zoho emails. Many of the outgoing emails I am sending are not being received by the customer. Are they being flagged as spam or malicious server? I don't know. I send the same email from a yahoo account and it goes through. Usually some type of Gavernment address like .k12.us
.Net integration
All the things I see that are .Net related are fairly old. I am trying to find a good way to integrate with ZohoCRM from a .Net 8 C# application. Something that does not require MySql or Newtonsoft. Something that can be ran in an AOT project. What is
Secondary email and ticket associates
If a contact has a primary and secondary email under the Zoho desk accounts, do tickets get associated with them regardless of which email address they come in as? I was thinking of setting a contact primary email as: no-reply@example.com secondary email
To pull list of all files in a folder of zoho workdrive using REST API
Hello Team, I am trying to connect Zoho workdrive using REST API with powershell and List the files and folders to get the properties of the files especially the embed code of the video files. I am able to get the refresh token and access token. However
Can a rejected record be approved later in Zoho Creator?
If the approver rejects a record and return it for edit can a rejected record be approved later? and the user will be able to edit it and resend the approval request?
Importing Ticket data to Spreadsheet
Hi ALL, Please share the easiest way to create a template for google sheets where the field are auto updated from ZOHO desk . The field from zoho desk that would need to be updated are "open tickets" "Closed tickets" Below is the sample.
Ticket View grouping
Morning, Is there a way to group tickets based on status? Thanks Rudy
Kaizen #53 - Sales Orders #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss inserting, updating, and deleting a Sales Order via an API. What is a Sales Order? A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them. Getting a Sales Order Use the Get Records API to get the record(s) from the Sales Order module. Request URL: {api-domain}/crm/v2/Sales_Orders
Customer Portal - Custom Tab - Images flicker continuously
I have a custom tab in the Customer Portal of Books. It's a simple web page with a couple of images. When the pages loads in the Customer Portal the images flicker continuously. Like it's loading those images over and over but very fast.
How to import OpenAI SDK correctly for use in a Node.js function in Zoho Creator?
I am trying to integrate OpenAI's Assistant API v2 with Zoho Creator. It looks like I need to use a Node.js function to achieve this, but it requires access to OpenAI's SDK. How can I accomplish this?
Dúvida sobre o uso do Zoho voltado ao Marketing
Como vocês tem usado o Zoho para campanhas de Marketing? Como automação de marketing, criação de e-mails, landing pages, integração entre CRM, Chat e E-mails?
iOS Calendar
can we please have the calendar in the iOS app? the desktop web app has it. We really need to be able to see tasks and events inside the projects ios app. please dont mention syncing to external apps. that is very slow to update and if you make a change it never updates. we need a real version of the projects calendar in the iOS app. we've been using this for a few years and nothing.
Sending e-mail 1 hour before a date field
Hi, We want to send a reminder to a lead which scheduled a demo with one of our accountmanagers. There is a date/time field in Zoho CRM which is called 'Calendly afspraak'. We've alreadt synced this field to Zoho Campaigns. How can we send an e-mail reminder
Multiple shopify stores and Flow
Hi, we use two different stores in Shopify, with different IDs. We would like to know if both can be connected in Flow at the same time to run different flows. We currently use Zappier to connect products and purchases with campaigns workflows. Than
Advanced formulas in Zoho Anayltics
Hello, I am looking for help creating some formulas in zoho analytics, I have a query table that takes data from multiple modules to put everything into one data source for easy job costing etc... I have employees time punches in here and what project
Subform Column Freezing and Widths
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challenges
Columns width and column freezing in CRM deals and SubForms
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challenges
Can you add recurring tasks?
Some tasks occur monthly. I would like for it to repeat.
Filter Lookup Field In Zoho CRM
Prior to zoho's recent lookup filter update we were able to filter a lookup field based on another lookup fields selection. Their help hasn't been helpful, so starting to go outside the box to see if anyone has any solutions that still works even if it
Multiple Paypal account in zoho subscription
is it possible to configure multiple paypal account in zoho subscription ? if you have different paypal account for different products / services offered.
I am looking for the best integration for bulk SMS between Zoho CRM and our clients UK only. Any thoughts please?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrations
SMS Integration
I'd like to add SMS capabilities for workflows on ticket escalations and internal notifications. there are a few different options. Any feedback on SMS people are using or what this community would recommend? We have Zoho One and are hoping to not add
Auto-assignment of tickets based on CRM account owners in Zoho Desk
Hi, I want to automatically assign tickets to specific support agents based on a clients CRM owner. So in Zoho CRM, each account has an owner (accountmanager). Each accountmanager has its own specific support agent. I want that when a contactperson of
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