Community Digest: Samenvatting van Juni 2022

Community Digest: Samenvatting van Juni 2022



Beste Community leden,

 

De maand Juli is begonnen en dat betekent dat het tijd is om terug te kijken op wat er in de afgelopen maand is gebeurd binnen de Zoho Dutch Community.

 

In Juni hebben we weer verschillende Tips & Tricks mogen delen. Lees hier de 10 tips voor het MKB met Zoho Bigin.

 

Daarnaast hebben we onze gebruikers afgelopen maand beter leren kennen tijdens de Zoho Creator Roadshow.

 

Ook kregen we veel interesse in een Zoho Pagesense en Campaigns meetup. Op korte termijn hebben wij nog geen meetup op de agenda staan. Wel wil ik jullie graag uitnodigen voor Zoholics, het grootste Zoho event van het jaar.

Tijdens dit event kunnen jullie meer leren over Zoho producten, Zoho experts spreken en netwerken met mede Zoho gebruikers. Via deze link kun je een ticket reserveren: ZoholicsBenelux

 

We zien jullie graag allemaal op Zoholics. Tot snel!

 

Met vriendelijke groet,

 


    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • Welkom bij de Zoho Dutch Community

                                                    U bent van harte welkom bij de Zoho Dutch Community. Deze Community is gericht op Zoho gebruikers uit Nederland en andere Nederlandstalige gebieden. Wij zullen hier de nieuwste updates en verschillende Tips & Tricks over onze diverse producten met u delen.
                                                  • Community Digest: Samenvatting van December 2022

                                                    Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren
                                                  • Community Digest: Samenvatting van November 2022

                                                    Beste Community leden,   Het is alweer December, we gaan de laatste maand van 2022 in. We kijken graag samen terug op de maand November en wat er in deze maand is gebeurd binnen de Zoho Dutch Community.   Tijdens de Zoho Creator Meetup hebben onze gebruikers
                                                  • Community Digest: Samenvatting van Oktober 2022

                                                    Beste Community leden,   De maand Oktober is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze afgelopen maand is gebeurd binnen de Zoho Dutch Community.   Na Zoholics zijn wij direct aan de slag gegaan met het organiseren
                                                  • Community Digest: Samenvatting van Augustus 2022

                                                    Beste Community leden,   De maand Augustus is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in afgelopen maand is gebeurd binnen de Zoho Dutch Community.   In Augustus hebben we weer verschillende Tips & Tricks mogen delen.


                                                  Manage your brands on social media



                                                        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 CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • How to link Custom Fields in Ticket view

                                                                                                    Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making
                                                                                                  • Notify on new comment

                                                                                                    I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis
                                                                                                  • Stopped getting zoho notifications in Email for Customer response to support tickets

                                                                                                    Hello , I stopped receiving Notifications from customer response in my company with attached to this account.
                                                                                                  • Save Draft in email bigin for desktop and mobile

                                                                                                    Hi any news to when we going to have the save draft for email in bigin desktop and mobile?
                                                                                                  • Insufficient "previlleges" to perform this operation? All of a sudden

                                                                                                    Trying to create a ticket report in the free version of Zoho Desk (Analytics > tickets by contact), same as I have always done for the past 4 years every 2 weeks, and I am receiving the following message: I am labeled as Support Administrator, and we
                                                                                                  • Ticket sends email to 2 different email addresses

                                                                                                    Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets
                                                                                                  • API to post drafts for social media

                                                                                                    I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
                                                                                                  • Forced Tooltip on Maps View

                                                                                                    Please remove the forced tool tip data points and ONLY include those listed in the "Include Columns for Tooltip" area. Also, disable the tool tip if no fields in there. With a lat/lng map, it forces showing those (and color field, lat count) and will
                                                                                                  • Anyone else having trouble with blurry pixelated screenshare?

                                                                                                    Ever since Monday Nov 26th., Cliq and Meeting screenshare has been blurry/pixelated like this:  https://www.screencast.com/t/0CblL3drKuU Did something change? Because Our Internet connects are plenty fast and everything is crystal clear in Skype... Also, video share is clear and normal, it is just screen share... Thanks
                                                                                                  • Map chart on Dashboard - can I disable tooltip?

                                                                                                    When adding a world map chart to a dashboard, I would like to disable the tooltip with details. Is there a way to do that?
                                                                                                  • ERROR

                                                                                                    I deleted a contact card, I want to add it again but it says that the contact already exists. I searched the records and it is not there, and I even deleted it in the trash. The email is this one: ldurbani@gmail.com. Please help!!
                                                                                                  • Currency Field Does Not show commas upon entry - leading to inaccurate entries!

                                                                                                    Hello Zoho... When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being
                                                                                                  • Display Profile Member Details of Logged In User in Zoho Site

                                                                                                    In a page, I want to display the profile details of the Member Portal who is logged in to my Zoho Site (email, name, etc.). How can I retrieve the email, name, and other data from the logged in user? I know that there is already a My Profile page that
                                                                                                  • Issues with Publishing Updates on Arabic Subsite in Zoho Site KSA

                                                                                                    Hello Zoho Community, I am reaching out to share my experience and seek assistance regarding an issue I’ve been facing with my Zoho Site KSA. Despite purchasing the Add-on Subsite twice, my subsite remains unpublished. Here are the details: Background:
                                                                                                  • Account name not populating when importing contacts

                                                                                                    When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
                                                                                                  • Support for Developing Zoho Recruit Extensions via Zoho Sigma

                                                                                                    Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
                                                                                                  • Cannot use a Zoho Form in CRM Email Template

                                                                                                    I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get
                                                                                                  • Terms & Conditions Templates

                                                                                                    We are using Zoho books for more than 5 years now, We have different Products/Services which has different Terms & Conditions. I suggest to add the possibility to save Terms & Conditions text templates which we can choose during creating invoice or quote.
                                                                                                  • Zoho Recruit - Blueprint and ZIA

                                                                                                    If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?
                                                                                                  • Mapping for date field from one module to another.

                                                                                                    Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customer
                                                                                                  • PDF API FROM ZOHO CREATOR DELUGE SCRIPT

                                                                                                    Hi I am in need of using a PDF Api to compress and Merge PDF files from zoho creator. Any support on this would be really helpfull any sample code for any PDF API would be extremely heplfull
                                                                                                  • Create deal from estimate

                                                                                                    Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?
                                                                                                  • Execution failure when fetching a Name field from another app

                                                                                                    In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;
                                                                                                  • Auto-Create OneDrive Folder Structure Upon Lead Creation

                                                                                                    Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create
                                                                                                  • Automatically add user on customer portal

                                                                                                    Hi Guys, I have a doubt about how to automatically add user details to the customer portal. Once the user details are submitted through the user form, those details should be automatically updated in the customer portal. how to do that any one have idea
                                                                                                  • Lookup field, odd issue

                                                                                                    So I tried creating and app that has the names of engineers so I can use that for a lookup in the other apps that are being created . I add the look up in a new app, launch the app and when I try to fill out the form its just blank in the drop down menu
                                                                                                  • Zoholics is weer terug in 2025! Save the date!

                                                                                                    Handen omhoog voor wie Zoholics vorig jaar heeft gemist! Wij ook! Als u nog nooit bij Zoholics bent geweest, leggen we het hier uit zodat u deze kans niet mist. We zijn blij u te kunnen vertellen dat de plannen voor de grote terugkeer van Zoholics in
                                                                                                  • ZOho Vault access denied

                                                                                                    Hello Community, I have suddenly got restricted by accessing Zoho vault . How can I get access back ?
                                                                                                  • Telephony External ID field added in CRM

                                                                                                    Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
                                                                                                  • Zoho Sheets working offline

                                                                                                    Hi,  I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this.  Does someone have any ideas or steps I might have missed?  Also does Zoho Sheets have the "Format as Tables" function as is currently in MS Excel 2016??  Many thanks. 
                                                                                                  • Shared subfolders

                                                                                                    Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using
                                                                                                  • Incoming call logging in Bigin

                                                                                                    Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for us
                                                                                                  • SMTP Authentication error with django backend

                                                                                                    Hello I have e zoho mail id info@mindbrewers.in But when i use it for smtp it gives 535 authentication error in django website . EMAIL_USE_SSL = False EMAIL_USE_TLS = True EMAIL_HOST = "smtp.zoho.com" EMAIL_PORT = 587 EMAIL_HOST_USER = "info@mindbrewers.in"
                                                                                                  • Important Update: Mandatory Email Domain Verification for Zoho Analytics Users

                                                                                                    To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verify
                                                                                                  • Custom Fonts in Zoho CRM Template Builder

                                                                                                    Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                  • Power of Automation :: Trigger Automatic reminders to the task owners five days before the due date.

                                                                                                    Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                  • Weekly Tips: Flags for an organized mailbox

                                                                                                    Wishing you all a Happy New Year 🎉 As we step into 2025, it's time to refocus and set our intentions for the year straight. Whether you're already back at work or just returning from the holidays, you probably have emails that need your immediate attention,
                                                                                                  • Cleanest way to change billing method after an invoice has been created?

                                                                                                    Hello, I've added a task with a different rate/hour to a project but cannot change the billing method. I get the following error method: An invoice has been created for this project. Hence, the billing method for the project cannot be changed. Do I have
                                                                                                  • Weekly Tips: Enhance Productivity with Quick Access

                                                                                                    Having thousands of emails, tasks, attachments, and reminders in a single inbox can make navigating to a specific option difficult, especially when you're in a hurry to get things done without putting in too much effort or thought. Whether you need to
                                                                                                  • Language Field on Contact Person-level

                                                                                                    Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync
                                                                                                  • Next Page