This Week in Zoho News - CRM Zen Show Episode 105
Click here to listen to the podcast. Zoho News Zoho Touts 15 Million Users on Zoho WorkPlace More than 25 percent of new Zoho Workplace customers have made the decision to switch over from G Suite and Microsoft. Zoho Launches TeamInbox - Shared Inbox Collaboration Say goodbye to endless CCs and BCCs for good. Zoho TeamInbox gives you a well-organized, clutter-free inbox and a transparent workspace, which teams need now more than ever. You can request access to the Beta by clicking here. Zoho Campaigns
This Week in Zoho News - CRM Zen Show Episode 108
Click here to listen to the podcast. Zoho News The Zoho Marketplace Passes 1000 Extensions It keeps getting better and better. Zoho Meeting Improvements Improved host controls and performance enhancements Zoho Backstage Automates Event Cancellation A sign of the times. But a very nice feature. API Metered Credit Usage Changes To sum up the post, I think this formula explains it best: E = mc² ÷ CRM+Zoho1 Zoho Workerly Update For companies who calculate their temps' pay in terms of a full day or
List of Attendees Is Missing
(NOTE: I put this under Zoho ONE because I did not see Zoho Meetings on the drop list) I just sent out my third Zoho Meeting invitation and since the new interface, I no longer see the list of attendees. What am I doing wrong? Thanks, Bobby
Zoho CRM Email Template or Zoho Campaign email with a CALCULATED merge field.
Hi folks, I wish to send a small number (12-16) of emails to staff (users) that contain merge fields that is date-based. Basically, I need to month (eg. August) and year (e.g. 2020) as text within the email. The month and year will always be for the CURRENT DATE. (E.g. if the email was to be send on 2nd August 2020, then the month merge field would be August and the year merge field would be 2020. For example, I would like to have the following in the email: "Please note that your research paper
How many Books autoscans do I get with my Zoho One & How do I purchase more?
How many Books autoscans do I get with my Zoho One & How do I purchase more?
Adding Accountant on Zoho One
Hello, we are using a new contract accountant and need to add them to Zoho One for Books access. We did this once before and You added a no-charge seat to zoho one for this. Please add in: Jaime Cenir jaimecenirjr@gmail.com
Some users have invalid CRM and creator licenses
Yesterday, an employee of our company who licensed Zoho ONE informed us that the Zoho CRM and creator licenses were suddenly invalidated. In response to this notification, when I checked the application assigned to the target employee account from my administrator Zoho One administrator panel, CRM and creator were invalid. CRM could be activated, but creator cannot be activated with the message "An error has occurred." Please tell me the reason why the above phenomenon occurs and how to activate
This Week in Zoho News - CRM Zen Show Episode 107
Click here to listen to the podcast. Zoho News Zoho CRM Kanban Is Finally Getting an Overhaul The screenshots look pretty nice. It will be here “In the coming week”. So if that means 7 days from the post, we should see it before August 20th. Oddly, this will NOT apply to activities. Zoho Mail Adds Integrations with Todoist, Wrike, Monday.com, and Insightly CRM Zoho Mail’s extension widget (eWidget) currently supports 25+ applications you can access directly from your Zoho Mail account. Zoho Books
Zoho Recurit rights to non users
How can we share our consultant profile to non user of zoho and only the view rights.
Zoho Marketing Hub Process & Integration
I want to send out an email campaign, that links to a landing page, that holds a form, that when filled, feeds into the CRM as a lead, and associates it against a campaign in Zoho Marketing Hub. Once the first email is triggered, after some days, I want to trigger another automatic email to the same lead, which is sent to the user once an action is complete from our(website) end. I want to build all of this within marketing hub, how can I do it?
Zoho Backstage - Web Hook integration
Are there any examples of Zoho Backstage - Web Hook integrations that can be shared. I am trying to put all the attendees list in Zoho Sheets so that we can create a dashboard in ZOho Analytics on it. Thanks, -Naveen
App request notices won't go away
Paid for 10 Zoho One licenses. Despite taking action on app requests, the notices never disappear from my dashboard at https://one.zoho.com/zohoone/securonet/home#/myapps
How to know who filled in a zoho form from a workflow
I've got a workflow action set up to send an Email Template, associated with a Zoho Form. I want that workflow to tell me who it was, when it happens and give me in the notification, a link to the new record. The workflow is only set for new records. That part works fine, but I cannot get the workflow to notify me as the admin, when it happens and give me a link to their record. Is that at all possible. It's such a simple task, but I can't believe how difficult Zoho makes it. After the form is filled
Is this doable with Zoho Forms
So I am trying to create a form where someone can go through a list of deals and then update the payment status and the payment date so that it is a quick and easy process. I have a screenshot of what I am currently trying to build in Zoho Forms (I was thinking subforms could be made to use this). But another screenshot shows a report of daily deals and I am trying to make it look like the screenshot in that it displays all of the deals in a table like format and two columns on the right would show
Erro "Please fix the errors to proceed"
Hello. I have a survey integrated with Zoho crm. The survey prepoluate the values from Zoho CRM, but I cannot move forward. When trying to confirm the survey, this errors shows all the time "Please fix the errors to proceed"
Push Contacts to Shopify
Hi, I'm looking for an integration that will push contacts from Zoho CRM to Shopify. It seems that currently the integration that exists only imports contacts from Shopify to CRM but not the other way around. Appreciate the help! Jon
#6 CRM/QB to Books Migration: How can Sales Rep add new Ship To address via CRM Finance Module
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Summary My sales reps currently use CRM to generate quotes and send to clients. If the client needs a different ship to address on the estimate / sales order the Rep can input same within CRM. This feature does not seem to be available from within CRM. Query #6 How can a Sales Rep input a different ship to address from Zoho CRM while using the Finance / Books integration? Current CRM / Finance Setup - CRM Accounts & it's Contacts
This Week in Zoho News - CRM Zen Show Episode 106
Click here to listen to the podcast. Zoho News Zoho Backstage Adds Virtual Events with OnAir Webinar integration into Backstage with polls, analytics and more Here is a full rundown of all of July’s updates to Backstage. Zoho Has Launched an Events Blog Recently launched - The Green Room - looks to be a nice resource for event-related tips and discussions. Zoho Launches Another New Product - Zoho BackToWork This is a Zoho Creator application that will help companies ensure compliance and safety when
Setting up Zoho One for my business
I have yet to find a Canadian firm who understands the software that will do proper setup in small stages instead of asking for 15 to $30,000. We are NOT an Enterprise business mogul but would like the software integrated properly.
Zoho BacktoWork
There is an app for Zoho BackToWork for IOS and Android. You must complete the set up on the BackTo Work desktop app. Has this been released and how do you access? https://play.google.com/store/apps/details?id=com.zoho.creator.workapp
Best way to create additional mailbox for support@ sales@
Hi, I have Zoho One, it includes 1 mailbox per user. How can I create a mailbox (or at least a redirect) to create support@mydomain.tld to redirect to Zoho Desk? Thank you!
Disable Creation of ticket when sending new email.
Good Day, Is it possible to disable of ticket creation when sending new email in support email? but I will remain the replying in support email? Thanks, Jhon Paul Del Valle
Receive updates when note is added?
Hi all, I desperately need an option to receive an update if/when the notes in the pipeline are updated. Too often we forget to "@" each other and record updates languish. I've tried rules and feeds and nothing seems to work!
Using look up fields in public forms
Hi i had made a lovely form for customers to leave reviews for various members of our association. The idea was a customer would use the lookup field to find the relevant member, review them and the data would come back and be stored on the crm. We do need the customers details. I understand this is not going to work in a publicly shared form. I guess i could do a form for every member but that is a pain. Is there another way. The idea is our member could give them a link or even a QR code.
Automatic on-premise login for Domain-joined Windows 10
We run an on-premise Active Directory server and on-premise, domain-joined Windows 10 clients. I know there are various ways to integrate our AD with Zoho One directory using either SAML or sync tools, via Azure AD or directly. But what I am not clear about is if any of these will allow on-premise users who are already logged in to domain-joined Windows 10 to bypass Zoho login altogether. I have seen this achieved with some other SaaS suites' SSO solution, but not sure if it is possible with Zoho's
French in account and zoho forms
Hi, I would like to make my zoho account language French, which is not an option. I would also like to make the countries in the address module for zoho forms French. Is there an option for this? L.D.
This Week in Zoho News - CRM Zen Show Episode 104
Click here to listen to the podcast. Zoho News Zoho Analytics Updates According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works, I’m going to have Zia communicate with my kids from now. Zoho CRM Portal Enhancements Portal users can now edit records created by other users. A major update that has been long overdue. Zoho Social Updates Four new dashboard enhancements that went live in July. Zoho is Building a Hospital The 250-bed community hospital
Attachment via email while on iphone
I used to be able to send an email and attach a document from my zoho docs but when I upload it takes ages to upload and never attaches! Can someone help
post new job in job portal without api
Hi, i have 3-4 website but i dont have api without api i want to post a job pls help me
What if i want to send email on creation of Project or TaskList
I want to send email on event of creating Project and Tasklist. How to do it.
Zoho Quote / Product - Price rounding & tax issue
Hello, I have the following challenge: Unit price of a product is 325,2 EUR per piece net. I must apply 23% tax on it. 325,2 EUR * 1,23% = 399,996 EUR (gross) In Zoho Quotes - the Products Details section, when there is a 1 unit, the system is rounding up correctly the amount to 400 EUR. However when there are 5 units...this is what the system does: 325,2 * 1,23% = 399,996 * 5 = 1.999,98 EUR (gross) This is incorrect. It should be 2.000 EUR. Is there any way to correct it? Thank you in advance
Client Portal - Can Customer add a Credit Card to a Subscription?
Is it possible for customers to add a credit card to one of their subscriptions from the client portal? It seems that if there is already a card, they can edit details, but there is no obvious way to associate a new card with a subscription. Any help on how to do this would be greatly appreciated!
This Week in Zoho News - CRM Zen Show Episode 103
Click here to listen to the podcast. Zoho News Zoho Notebook Updates Notebook and Microsoft Teams Integration Microsoft AppSource Link Notebook Web Clipper Revamp A new user interface Tag Support Reminders Multiple screen capture modes Bigin Updates Some small enhancements to Bigin And it seems that Zoho CRM / Bigin Integration will be here by August. I have no idea what that will even look like. But we shall see soon enough. Zoho Creator’s New Cloud Functions To quote Zoho these are: “They are
Ability to have permissions on integration to others besides portal owner.
One of the things that small businesses need is the ability to allow other users to access certain portions of the Zoho administration without needing to be the portal owner. One of these is the integration with Projects and slack. I think it would be a good idea to allow the portal users to define who has access to integrations with other software. This will allow the portal user (who is usually the owner of the company) to give the permission to another person who might have the time to work on
Google Ads Conversions using different Stage name
Hi, Is it possible to rename the Stage Name from "Closed Won" to something else and still retain the Google Ads conversion push functionality? The help page (https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/push-data-to-google-ads#How_it_Works) states is pushes the value to Ads when "When the potential is won and closed, the potential stage is set to “Closed Won.”" but I would like to rename "Closed Won" to "Booked". Alex
How do I use Deluge to add a Contact Role to an Opportunity (Deal)?
We have a related company that we want to take contacts from and add them directly to our deal as contact roles. For example, we have a deal with the field Operator (which is a Account/Company) that links to the operator on the deal. When we add that operator to the deal, I'd like to have a deluge script that creates a Contact Role directly on the deal that for a specific person from that operator with the role "Operator". This way we can do reporting easily that shows the company of the operator
API to pull contact's photos from CRM
Hey there, We keep a list of contacts in the CRM and we would like to show those contacts as a list of profile on our website. We are planning to use the REST API to pull the data of those records from the CRM and display it on the website. However, according to the documentation of the Zoho CRM REST API, I see no option to pull the photos that we have uploaded for the contacts. Is there anyway or any workaround to do that? We would like to also display the photos that we have on the contacts. Thank
Why is there no task management and collaboration for clients?
Currently there is no task management or collaboration options within zoho or the zoho one package. This is quite poor at this stage. The purpose of zoho is to bring all apps in house instead of using many different software options. There should be a software option to share task lists and progress/milestones with clients and they can check these off as they complete them. This should be a private login. Projects is pointless as it requires a subscription for a user and when you have 100s of clients
automations within our Zoho One package
Hello I wonder if you could help. Im looking at setting up automations within our Zoho One package but I am confused which one to use as our automation would be cross the different options for example:- If someone is tagged as something in Zoho CRM then to be sent the campaign automation in Zoho Campaigns – if they are untagged then that automation stops. We would also need to flag to the CRM owner if a recipient of an email in Zoho Campaigns responds to something in the email i.e. clicks a link
Update Field process in Marketing Hub
When using Marketing Hub, I'd like to update a field in ZOHO CRM. After updating the field, I'd like to trigger a ZOHO CRM workflow process. Is there any documentation on how to do this with Marketing Hub?
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