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Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
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Can't lock timezone in new Zoho Bookings
Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-personHow to import subform data - SOLUTION
To all trying to import subform data, I might have a solution for you. First of all, for this solution to work, the subform data needs to be an independent form (not ad hoc created on the main form). Furthermore, this approach uses Excel sheets - it might not work using CSV/TSV. If this is true, then follow these steps: Import the subform records Then export these records once more including their ID Now prepare an import file for the main form that needs to contain the subform records Within thisCan we customize the default client-facing icons?
Is there any way to customize the client-facing icons that display in the Zoho Bookings UI? For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service." The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons toreCAPTCHA
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Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your financesZoho Notebook suddenly running very slow on long notes
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Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate ForMultiple team members to access one office PC
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I am a long time calendly user and want to make the switch to bookings. I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link? I can add it to the emails no problem, but I would also like it to display on their calendar. Is there some work around I can do to get it on the calendar? Also am I able to modify the calendar event title?Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchBookings page very slow to load
I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?Zoho Bookings: How to set a limit for maximum bookings per day?
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Hi there, I have been testing and looking at the Zoho booking API for the Assigned Agent update from Zoho CRM for a long time. There is only a Fetch service request, but no updated Assigned Agent options. Does anyone know how to do that? PS: I can useZoho Accounts and Book Keeping candidate required
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Dear Zoho Bookings Support Team, We are writing to request a new integration between Zoho Bookings and Make.com, a leading automation platform widely used by Zoho users. Current Integration: We acknowledge the existing integration with Zapier, anotherIntroducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
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Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash KumarCan't verify DKIM key?
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