コミュニティダイジェスト 2023年6月

• Topic Participants

• Junya Nakano

  

• Sticky Posts

• 【ZOHO】コミュニティユーザー自己紹介のトピック

  日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました！ 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。（オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません） スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前（ニックネーム）】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】

• 【ZOHO】オンラインフォーラムのご利用について

  こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。 　製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 ＜製品に関する質問に対し、確実にZoho側からの回答が欲しい場合＞ ・ご購入前：sales@zoho.jp

• Zoho Japan Community オンラインフォーラムの利用案内

  この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。

• Recent Topics

• Zoho Bookings <> CRM integration

  Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

• Cannot reject empty expense report

  Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

• Use of Zia within Forms

  I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

• Default in fields on Form B based on the user selection in Form A

  Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

• Auto-sync field of lookup value

  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

• Last activity time is acting like last modified time

  When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

• Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

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• HEX/RGB Color Input in Visual Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

• CRM and Campaigns- tags not integrating?

  Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

• Maximum limit of rows exceeded

  I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

• Can't change form's original name in URL

  Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

• Tip #7: 5 formas de mantener tus listas de correo electrónico

  Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

• Mail Merge related Lists

  When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

• create-a-purchase-receive API issues

  Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

• Zoho Pagesense really this slow??? 5s delay...

  I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

• Heatmap: Missing Content Elements - Zoho Page Sense

  Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

• Marketing Tip #3: Use social proof to build trust

  People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

• Writing by Hand in "Write" Notes

  Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

• Make CAMPAIGNS email look as simple as possible

  Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

• Zoho Sign Reminder email template

  Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

• Preview an upload PDF or File

  I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

• How to filter emails by Reply-to field?

  I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

• How to invite friends on other social media platforms to one of my group chats in arattai?

  Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

• Line spacing

  I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

• Google Fonts Integration in Pagesense Popup Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

• Control Position of “X” (Close) Button in Popup Editor

  Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

• Add Standalone “Save” Button in Pagesense Popup Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

• Text Direction Control in Pagesense Popup Editor

  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

• Autosave in Pagesense Popup Editor

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• Billing frequency is not displayed correctly.

  Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

• Creating Secret via Vault API

  Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

• Zoho CRM custom fields not showing in zoho creator

  Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

• Is It Possible to Hide Menu Option from Main Navigation?

  Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

• Unleash the power of detail, with Table View.

  What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most

• Kaizen #126 - Circuits in Zoho CRM - Part 1

  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

• 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

  Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

• Multiple clients in one project

  Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

• Support Bots and Automations in External Channels

  Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

• Workdrive on Android - Gallery Photo Backups

  Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

• Rendering PDF to view on page

  My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

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