Kaizen #101 - Q&A Continued

Kaizen #101 - Q&A Continued

Hello everyone!
Welcome back to another week of Kaizen.
We are grateful for all the feedback you gave us! We hope the answers in the 100th Kaizen post have been satisfactory.

This week, we will answer a few more questions you had for us related to Assignment Rules and Widgets

Q: With Zoho CRM Assignment, can we customize transfer to owner base on GoogleSheet or some tools else because my company uses Zoho just for the B2C department and can I assign a lead with conditions are Lead was created yesterday, and count the number of total lead before assign and maximum 1 user can received list of lead?


a. With Zoho CRM Assignment, can we customize transfer to owner based on GoogleSheet or some other tools because my company uses Zoho just for the B2C department?
Yes, you can use Google's integration with Zoho CRM on the Zoho Marketplace. This integration helps you map fields on your Google sheet with a CRM module, say Leads.
Refer to this link for setting up Google sheet integration.

b. Can I assign a lead with the condition "Lead was created yesterday"?
Yes, you can, on the UI. 
  1. Go to Setup > Automation > Assignment Rules.
  2. Click +New Assignment Rule.
  3. Choose the module you want create the assignment rule for, give a name and a description of the rule.
  4. Click Next.
  5. Under Create Rule Entry, select Records matching certain conditions
  6. In the first drop-down, select the "Created Time" field.
  7. In the next drop-down, select "Yesterday". You will notice that the value will be "${YESTERDAY}", by default. This helps you to apply the rule dynamically to Leads that were created yesterday.

c. Count the number of total lead before assigning

This feature is being opened to users in phases. 
The threshold feature allows you to set a limit on the number of records that can be assigned per day to a user through an assignment rule. This helps you to regulate the workload and prevent an overload on specific individuals or teams. 
With this feature, you can 
  • Set the threshold (maximum number of records a user can be assigned with).
  • Assign a user as the default assignee when all the users are at their respective threshold limits.
  • Check for the user's threshold at specific time intervals to assign records.
  • Reallocate records when they remain with the default assignee for a set period.
  • Move them to a new user based on another assignment rule or round-robin
  • Exempt threshold settings for a user when a certain criterion is met.
If you would like to try this out, please drop an email to support@zohocrm.com. We will be happy to enable it for your account on an early access basis.

Q. To avoid duplication of DOM id, class, and Javascript function names in widgets with those on the CRM side, I would like to see a list of DOM id, class, and function names used on the CRM side.

Widgets are rendered within an iframe(inline frame), an HTML element that embeds an HTML document into another HTML document. This iframe has its own behavior, visual style, unique ID, classes, and functions handling its own style of data. The iframe is isolated from the parent window (CRM), having its own DOM ID, classes, and JavaScript function names.  The widgets operate independently with their own boundaries.  
A browser follows the Same-Origin Policy when an iframe is loaded to prevent data leaks. A child iframe will not interact with its parent window because they have different domains, which helps prevent Cross-Site Scripting attacks (XSS) or data threats.
As a result, even if an iframe uses DOM IDs, classes, or JavaScript function names of its parent window, it still cannot access the parent window.

Q. An obstacle that I found when I was preparing my first widget, was how to make it have the same style as Zoho CRM, I mean the colors and font, unfortunately there is no documentation of it or maybe it is not well explained. 

Our development team is currently working on it. However, we cannot provide an ETA at the moment.

Q. Can we use widgets without consuming API credits? 

No, Widgets cannot be used without consuming API credits. Instead of making multiple API calls, you can use the composite API. This option lets you group together several actions into one, and lower the rate of credit consumption.

We hope you found this post useful, and that we have answered your questions. 
We love to hear from you! So, if you have more questions(we hope you do!), please fill out this form and we will answer them in the upcoming posts. 

Happy weekend!
Cheers! 

    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


                                                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 Campaigns 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

                                                                                                  • Function #6: Calculate Commissions for paid invoices

                                                                                                    Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
                                                                                                  • How to Add Product SKU in Invoice?

                                                                                                    How to Add Product SKU in Invoice?
                                                                                                  • Tracking movement between departments

                                                                                                    I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets
                                                                                                  • Zoho CRM Calendar View

                                                                                                    Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
                                                                                                  • Call transcrition working for ringcentral?

                                                                                                    I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
                                                                                                  • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

                                                                                                    What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
                                                                                                  • WhatsApp and Zoho Creator Integration

                                                                                                    How we have integrate WhatsApp App with Zoho Creator without using external application ?
                                                                                                  • Improve Creator Calendar Report

                                                                                                    Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just
                                                                                                  • Important updates to Zoho CRM's email deliverability

                                                                                                    Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
                                                                                                  • Custom modules not showing in developer console

                                                                                                    I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
                                                                                                  • Chart with Filtered Data vs Unfiltered Data

                                                                                                    I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
                                                                                                  • Storage addon failed to upgrade

                                                                                                    Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate
                                                                                                  • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

                                                                                                    Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos
                                                                                                  • How to get the Dashboard page to be the first page when you open the app

                                                                                                    So when it opens on a tablet or phone it opens on the welcome page, thanks.
                                                                                                  • Integration between Zoho CRM and Zoho WorkDrive

                                                                                                    I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
                                                                                                  • Tip #17: How to mandate partial payment for your appointments

                                                                                                    When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
                                                                                                  • Why option for 'include form submission in the body of the email' check box is missing

                                                                                                    Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in
                                                                                                  • no puedo recibir correos

                                                                                                    Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor
                                                                                                  • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

                                                                                                    LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON
                                                                                                  • Mozilla Vault extension will not Unlock even once.

                                                                                                    I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did
                                                                                                  • Unable to Download CRM Contact Data: WorkDrive Integration Issues

                                                                                                    ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
                                                                                                  • Sort mail by name and subject

                                                                                                    I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?
                                                                                                  • Zoho Creator monthly roundup - September 2024

                                                                                                    Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all
                                                                                                  • Kiosk Studio Session #1: View paid customers in the same industry

                                                                                                    Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out
                                                                                                  • Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

                                                                                                    Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not
                                                                                                  • "Send with Zoho Sign" broken

                                                                                                    Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the
                                                                                                  • Not able to change colors help center

                                                                                                    Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?
                                                                                                  • Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

                                                                                                    Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=
                                                                                                  • Kaizen #166 - Handling Query Variables in Zoho CRM

                                                                                                    Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data
                                                                                                  • Automate User Invitations on Zoho Desk with API

                                                                                                    Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable
                                                                                                  • Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

                                                                                                    The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin
                                                                                                  • Email with attachments saving attachments into Zoho CRM from Zoho Mail

                                                                                                    Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different
                                                                                                  • Fixed assets recording

                                                                                                    Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal
                                                                                                  • Multi-Select lookup field has reached its maximum??

                                                                                                    Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
                                                                                                  • Zoho Sheet-Pulling in Data

                                                                                                    I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generate
                                                                                                  • Can't get ZFS file ID of a field via specific module record

                                                                                                    I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //
                                                                                                  • Contemplating moving my site from WordPress to Zoho Sites

                                                                                                    Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
                                                                                                  • 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 each
                                                                                                  • Allow a brand to connect multiple facebook pages at the same time

                                                                                                    Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.
                                                                                                  • Whatsapp reply not reflected under Tickets for offline agent

                                                                                                    Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to
                                                                                                  • Next Page