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.
- Go to Setup > Automation > Assignment Rules.
- Click +New Assignment Rule.
- Choose the module you want create the assignment rule for, give a name and a description of the rule.
- Click Next.
- Under Create Rule Entry, select Records matching certain conditions.
- In the first drop-down, select the "Created Time" field.
- 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
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
Shylaja S
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
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
Finding draft ticket replies
Is there a way to see all tickets which have draft replies?Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts onAble to change project on timelog entries
Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One
"La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados deHow do I stop getting notified about upgrading to Upgrade now and save big!
How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this aDouble opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submitBulk create tasks - Zoho Projects API
Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasksTask Due dates and Reminder Date & Time
I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If oneUnable to Access Admin Console and Email Sending Issues
Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screenTracking new lead response time
Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system. I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere. It'sGetting The Following Error.. 550 5.4.6 Unusual sending activity detected
I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?Printing on 80mm bluetooth Pos Printer
Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens theTrying to integrate gmail but google keeps blocking Zoho access for integration??
hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this orWhich attribute in Zoho books invoice api represent branch attached to the invoice?
Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. ThanksHow to Billed from two different GST Numbers
How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?How to hide Predefined views
Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,Deleting Views
How do you delete views? Please sydFixed Assets
Where would I manage my fixed assetsReport on Assets
Hi, Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?Purchase of Fixed Assets
How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?Where is the Fixed Asset Register?
I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and businessKaizen #168 - Incremental Authorization
Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopesConfigure Notes Title for Blueprint Transition
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for theAn update to improve email delivery | Email Authentication & Relay
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using emailStop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We haveZoho cases and remote work api
How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.Calendly does not show scheduled Meetings
I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to variousI want the currency in my account to be Mexican pesos.
Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican PesYear-End Wrap: Don't rewrite - Switch to Email Templates
As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make betterElevating Email Security on Zoho Desk: DKIM Now Mandatory
Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatoryHow to view shared mailbox in Outlook
How to view shared mailbox in Outlook or in another softwareNecesito el código ZB para mi cuenta
Hice cambio de servidor y no encuentro el codigo unico de cname.Privacy error
Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.Customise Search Bar in CRM
Is there a way to customise this search bar in the CRM to add fields?Counting downloads of a file
Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks EstelleIs there any way to prevent emails from being sent from zoho crm without pressing email opt out?
When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - whichNew Search Function
Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display whichNew permissions for accessing emails sent via Zoho CRM
Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email composeis 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 assignNext Page