Community Digest - July 2020
Announcements:
Zoho Marketplace houses a wide range of extensions to enrich your experience with Zoho Products. Take a look at what's new on Zoho Marketplace for July 2020.
Also, here's a list of extensions released for various Zoho Products -
Zoho CRM:
Zoho CRM Mobile app:
Kaizen:
App Spotlight:
App Spotlight brings you hand picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps.
Tips and tricks in Zoho CRM for Mobile:
Discover effective ways to leverage your productivity with useful tips and tricks in Zoho CRM for Mobile.
Useful Discussions:
Take a look at the concluded Ask The Experts to get better insights on the functionality of the new features in Zoho CRM.
Extension Pointers: Handle real-time data updates using webhooks between Zoho CRM and third-party applications.
Our MVP, Micheal trow shares a comprehensive solution on MS Exchange Sync module needs to have basic authentication enabled.
Take a look out our MVP Champ, Micheal Trow's detailed snippet on the importance of mapping the record field 'first call' with Zoho Analytics.
A round of applause for Andres, one of our Zoho Enthusiasts on sharing a workaround on assigning all the potentials to a generic account.
CRM Admin Chat Room:
Want to master sales concepts in Zoho CRM? Ask your whys and hows in the "CRM Admin Chat Room"- an exclusive space for you to discuss instrumental sales concept with experts and peers -
My Zoho Story:
Exclusive interviews with our users from various industries across the globe where customers share their journey and key takeaways to inspire and empower their businesses -
My Zoho Story #3 - Hannah Eversole on Zoho, the need for remote collaboration, and adaptability in 2020
My Zoho Story #4 - Marco De Gouveia talks about hiring talent remotely and implementing a business process using Zoho.
My Zoho Story #5 - Tiffany Stillwell talks how adapting to cloud solution helped their business
Word of the day:
Introducing our addition to Community Learning Series - Word of the day. This series is a fun way to help you understand the day-to-day CRM features and jargons. Follow the Word of the day series for better grasp of CRM terminology. Check it out now!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shaveethira G
Sticky Posts
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpZoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Cannot fetch url with custom extension (sigma - javascript)
Hello i try to make my first extension with API request, i have two cases 1) this a deluge code attach to a button --> this one works very well response = invokeurl [ url :"my_api_fetch_url" type :GET headers:{"api_key":"myapikey","accept":"application/json","content-type":"application/json"}how to upload the picture and document
i want to upload the picture and document,would you please told how to upload them?could you told it for each step?Forgot my email management account
Hello, I am the administrator of ihomemix.com. I can’t remember which email address I used to register the account and then opened the email service for ihomemix. I can’t see the subscription period of my email function when I log in with this account.Add customer to account based on domain name.
I generate reports based on a the account field, i.e. companyX. In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates a ticket from @companyx.com, for them to be automatically added to the companyx account would be a huge advantage. As it stands right now, I have to remember to add them to the account manually. Often I forget and when generating a report forFacilitate business processes by mandating Kiosks in your Blueprint's transition settings
Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRMResponse Violation - Zoho Desk
Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.I need help in setting up a script that works for my calling service
Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my alreadyZoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked customHow to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Zoho developer edition does not work for us
Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Termsis zoho CRM down today ?
Is zoho CRM down today ?Export email adresses to email service provider (mailchimp or other)
Hello, Is there a way to export a list of email adresses from a search in my Zoho Creator forms to an external email service (gmail, yahoo...) and initiate at the same time an email message that I will fill and send myself ? And what about Mailchimp,is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignProblem viewing document imported from google drive.
Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a wayLaunch Blueprint or Workflow Automation via Zoho Dataprep Import
Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in AdvanceCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessPosibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showyour phone line in the uk doesnt work i need help now
i need to speak with customer service urgentlyBulk Delete Customer Contacts.
Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.Multiple domains for same username and password
I've come across this situation the vault is currently suggessting the passwords autofill option by the domain. wondering whether is there any option to save one password for multiple domains since the microsoft login has two domains https://login.microsoftonline.com/Introducing Bot Filtering for Accurate Email Campaign Analytics
Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuineOption to specify or disable "Idle" times in preferences
It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while. I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing. I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.Lockable Due Dates
Hello, is there a way to FIX due date of task or task list, so that they cannot be moved by linked task that are late? Like having a sort of "limit date" that would create an alert if not reached?Link project tasks to tasks in CRM and/or other modules.
Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasksin zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance
Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsRegarding GST Report Issue in Zoho Books
Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.Multiple Salesperson against an invoice
Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of eachProjectwise budget ---
Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?Looking back at Zoho Social's 2024: Highlights and memories
Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updatesBuilding a Zoho Extension for Webex CC - Handling URL Changes
Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everythingRemove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact weZoho still running very slow
I have a lead log for my company and creator seems to be running extremely slow still.Bigin API Token Request ("invalid_client")
Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameterShared Dashboard / Report Permissions : Read not Write
hi all, We are missing a huge fonctionnalite in setting up Dashboards (and reports) on corporate level. Currently, we can not set Read Permissions on share Dashboards (and reports) without giving write access as well When we create a corporate dashboardProfile stitching with Zoho Marketing Automation
When it comes to marketing, knowing who your audience is and tracking their interactions is vital. That's why Zoho Marketing Automation has taken a significant leap forward with its enhanced profile stitching feature. With this update, you can track yourGDPR
Hi , I'm checking out the HIPPA capabilities and at the moment I can see only three modules that can be selected to enable HIPPA Any idea how I can add additional modules such as customers? TNX Daviddefault task list for new project
Is there any way to have a default task list already created in a project, when the project is created in Zoho Books?Record less quantity than ordered in ZOHO inventory
Lets say I ordered 100 widgets from a Vendor. I have paid the Vendor month ago and just waiting for the product to ship. I have finally received the products but have only received 80 widgets. I see no way in ZOHO to only receive 80 widgets. ZOHO is forcingStripe payments via Books invoice link missing email - affects fraud detection
Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for moreNext Page