Tip #12 : Sending Transaction-based Messages Through WhatsApp
Hello Everyone, We've been sharing tips and tricks every week to help you handle specific business scenarios with ease. Go ahead and check out last week's post about calculating commissions for salespersons, in case you missed it. For this week, we'll be looking at sending your customers transaction-based messages, such as invoice links and payment reminders through WhatsApp. How would this help you? Keeping your customers informed about their upcoming renewals and overdue invoices plays a key part
How to work with Folders
How to create, rename folders, add subfolders, delete folders, etc.
Publishing Creator Page with form/record edit in iFrame
I am trying to create a published/public page with an HTML snippet iFrame that displays a single record in edit mode. I would like that record to be passed via URL variable (fcyearId). I am having trouble displaying anything in the iFrame. I have published
Mobile Device Name Fields too wide!
I like the mobile creator app (IOS), but the name field is way too wide. I need to resie it down to maybe 5 character space so. that the information in the other fields is larger. Is there a way to reduce the field name size or width? Thanks
Data Prep not joining datasets
Hello, I have multiple data sets i am pulling from zoho crm I am trying to combine a subform data set with its parent module using left join. Anytime i do so i receive the error Column DS.Id not found for the join transform. Please input dependent column.
Formula Field Date Compare from a date field to Today
Is is possible to calculate the no of weeks between one date and 'Today' in a formula field in the CRM? I have a formula field calculating correctly when comparing two date fields (i.e (((Datecomp(${Vendors.Actual end date},${Vendors.Start date})/60)/24)/7) but I don't want to add another pointless field for today's date. So ideally it would calculate something like this (((Datecomp('Today',${Vendors.Start date})/60)/24)/7) but that doesn't work. Any ideas welcome!
Desk doesn't work
We're experiencing problems with Zoho Desk. Tickets load very slow or show an error page. We're also unable to perform actions such as assigning an agent and other fields, and replying on a ticket also doesn't work. Can someone have a look at this p
Remove user tag in notes when copying a note
I am copying the notes from a custom module, to a main account in zoho crm. When I copy the notes the tags are coming too. is there a way to remove it or put the name of (user/group) without tagging it. Deluge code RelNotes = zoho.crm.getRelatedRecords("Notes",'Work_orders',recID);
Report footprint
Hi is there a function to see who last ran a report? the date shows last accessed but it needs to also display who by.
Adding devices to groups method has changed
Hello, When adding a group then adding a device to the group, it used to show all the devices by 'Display Name', however it now shows it by 'Device Name',. The new way does not work for us, can we revert it back to show devices by Display Name inste
Please add Dark Mode
I think you need to give the option of Dark Mode. I find it absolutely crazy these days with a program or app isn't developed with Dark Mode. We stare at our screens all day long. Our eyes need as many breaks as possible. Thanks and I hope this gets applied
Authentication fails when the user principal name is different from the primary email.
Hello everyone, I need some help trying to integrate my company emails into Zoho CRM system, for which their O365 Email Integration keeps failing. My company User Principal Name, used in Active Directory (user@mother-company.com) is different than primary
Zoho CRM Google Contacts Sync Problem
I have syncronised Zoho CRM contacts with Google contacts (two way sync) and now all my Zoho contacts are a mess. Contacts that were linked to Accounts and Sales Orders, Invoices etc are now unlinked and even the email addresses are blank. Any ideas how I can resolve this and why it would have happened. 12,000 contacts and 5 years work in a mess here.
Enabled Microsoft SSO and MFA is occurring twice
Hi, I recently enabled Microsoft Azure SSO as the IDP. When users attempt to log in, they are prompted for MFA from Zoho and then again from Microsoft. How can I disable MFA for a specific group of users from the admin portal, allowing Microsoft to control
Migrating from Google to MS Business 365
I currently use Google authentication to log into my Zoho account. I will be migrating from Google to Microsoft shortly and was wondering what I will need to do to ensure I have access once the migration is complete. Does anyone have any experience with
Cost per Hour for Users
Are there plans to bring user costing into Zoho Projects and then be able to integrate with Zoho Books. The feature is a great recent add to Zoho Books but can't be used in conjunction with Zoho Projects as is currently structured.
Link existing zohodesk to crm plus account
Hello, My customer has an existing ZohoDesk environment. And we want to have a couple of Zoho CRM plus account. How would we request this? We have asked support. But it's not clear how this works. Kind regards, huXam
Close a task from Gantt view?
Is there any way to change a task's status directly from the Gantt view? ie without having to open the full details of the task It would save a lot of time if this could be done, eg added to the right-click menu or presented as an option when double-clicking
Convert to Org. external user not working?
Hello, There is an option in Zoho One admin to convert an external user to your organisation. When I click this the user gets an email to accept - but then they get an error saying they are already added to a Zoho One organisation. But they are added
Not able to generate OAuth token. Says Invalid redirect Uri.
I have been trying to generate the oauth token to make an API Call for using my ticketing system remotely from 3rd party. I am following all the steps thoroughly but still not able to generate the oauth token. Firstly I made the Authorization Request
Zoho Desk is down
Hello, It looks like Zoho Desk is down (not loading). See screenshot below for reference.
Something went wrong while loading your Ticket columns
Zoho Desk is not loading for my company trying here as I keep getting the voicemail off the phone support and no reply to my email ticket yet.
Sigma Extension Developer Resources - Find it all here !!!
Hello, everyone! We are excited to begin another year of our ongoing journey with all of you developers. Over the past few years, we have been working on generating content to make your extension development journey easier, and we are excited to share
Time Entries from Projects not able to Submit For Customer Approval
Hello, I have a project in Projects where I have time entries that have synced with Books. They are all billable, but when I try and "Submit For Customer Approval", I get this error: Some of the time entries you’ve selected cannot be included in the Customer
Alphabetical order of channels?
Is it possible to have the channels in Alphabetical order?? I have used Pins to achieve this however as soon as I exit it resets to random ordering which is very difficult to search.
Job organization and work order creation
Hello – I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their
Can i add new mailboxes without adding new users (ZOHO ONE)
we are new zoho one users. we are considering switching over our email provider from g suite to zoho mail. It seems we can only create one mail box per zoho one user. we would like to create a few more mail accounts beyond our users. is this possible?
Dynamic dates and fields
in Journeys, when creating a task, is it possible to set the due on date and the owner dynamically? For example, can you store the date as process run time + 2 hours so set the task as due in 2 hours after the process ran? And for the owner, set the owner of the task to the owner of the lead?
Let user chose when to take Holiday?
So, we are open 365 days a year and 24/7 so if let's take for example May 23 is a holiday we can't have everyone take the holiday at the same. Any way to create a holiday and let people select when they want to take it. Because right now the second some
Disconnect other users from file
We have a shared file that multiple people update occasionally. There are some users who select cells and then do nothing for days at a time. The "active" users seem to be slowing down my access to the sheet. Is there a way to disconnect anyone that is
odometer mileage
Hello, How do I record beginning and ending odometer mileage? Thank you,
Tip #16- Simplifying remote management with Unattended Agent using Distributor for Zoho Assist- 'Insider Insights'
Greetings, fellow insiders! In today's tech landscape, remote assistance is not just a convenience but a necessity. For businesses managing multiple endpoints, deploying and managing remote access solutions efficiently is paramount. That's where Unattended
How to get website page info and blog post texts from WordPress to Answer Bot
Hi All, Does anyone have any experience on how one can get a spreadsheet from WordPress that can then be imported to SalesIQ resouces. I want to set up a Hybrid codeless chatbot using Chat GPT, but as usual the support given via SalesIQ was basically
Zoho Mail, Team Inbox or Sales Inbox?
Hey guys, I’m running into a puzzle deciding what the best application will be. I want to transition/convert from Google Workspace to one of the mail apps in Zoho One to handle my emails but I’m not sure what the best one will be in my case. I am already
Set Zoho One users as a custom role.
A custom role has been created in 'Manage Roles' under Zoho Analytics settings, but in 'Manage Users,' only User, Organization Admin, and Viewer roles are available.
Increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead
Hello, is there a way to increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead? Thank you
Purchase Order Confirmed status
Hello there. Current functionality doesn't appear to allow a method to show when a Purchase Order has been confirmed by a vendor (i.e. confirmed it's received and accepted). It would be good to have some method to either manually allow a user to confirm
Draft Mode
Is it possible to save an email in draft mode so that you can come back to it at a later date? I.e. I am writing an email and some content is not available and or I have to exit the contacts email I am creating to look up other content on my cell phone.
Who can I pay to help us setup Zoho Thrive?
I need to find someone who already knows Zoho Thrive who can help us implement it. Will be more than glad to pay to get this done. Thanks in advance. Steve
SEO Insights
The built-in SEO assistant for landing pages In marketing, landing pages have always been associated with paid marketing efforts such as PPC (pay-per-click) campaigns. Organic traffic has usually been out of the question for landing pages, but with search
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