Dynamic Filtering Based on Field-to-Field Comparison in Zoho CRM

• Topic Participants

• Ram Freedman

  

• Max Tyack

  

• Sunderjan Siddharth

  

• Sticky Posts

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

  Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Consumers are talking about your business. Are you listening?👂

  A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

• Recent Topics

• Tip #17: Easily share spreadsheets with non-Zoho account users

  With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not

• Work seamlessly with Sheet's shortcuts without affecting the browser

  Navigating your worksheets and performing specific actions should be a quick and easy process. That's where keyboard shortcuts come in. Shortcut keys help you accomplish tasks more efficiently, eliminating the need to move away from the keyboard. What

• Zoho Sheet for iPad: Improved UI, external keyboard support, and more!

  The portability and capabilities of the iPad have made it an essential device in the business world. With this in mind, we had launched an exclusive Zoho Sheet app for iPad, with device-specific improvements and enhanced usability. Now, we're improving

• The new Zoho Sheet for Android: Seamless UI and advanced features

  At Zoho Sheet, we know mobile apps have become the go-to platforms for creating, sharing, and storing information. And we understand the importance of an efficient and seamless app experience. We've been working hard on improving the overall user experience

• Zia in Zoho Sheet now makes suggestions on conditional formats, picklists, and checkboxes

  Zia, Zoho's popular AI assistant, has been helping users succeed across Zoho applications since inception. In Zoho Sheet, Zia helps users efficiently build reports and analyze data with recommendations about data cleaning, charts, and pivot table. Also,

• VBA attached to button no longer works on external shared sheet

  Hi - we have a Sheet that our clients use, which requires them to press a button once they've entered data. The button then triggers a flow via a webhook. The button works fine when editing within Zoho Sheet - however when shared externally it no longer

• can I use zoho sheet for survey?

  Hi I wanna use zoho sheet for my ARY to know consumer better so i wanna have permission to do so

• How to Avoid Impacting Other Users When Hiding Columns in Zoho Sheet

  Hi Team, We’re experiencing a challenge with the column-hiding feature on Zoho Sheet during collaborative sessions. When one user hides a column, it becomes hidden for all users working on the file, which disrupts others' workflows. In comparison, Excel

• What are the benefits of procurement software in a growing business setup?

  I’ve been exploring tools that can help automate purchasing and vendor-related tasks. I keep hearing about the benefits of procurement software, especially for businesses that are scaling. I want to understand how it helps in streamlining operations,

• Object required error

  Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

• What formula to use in computing total hrs and decimal hrss

  So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou

• Replacing email ID,

  In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.

• Latest Enhancements and Bug Fixes in Zoho Meeting

  Hello there, We hope you're doing well. The latest updates from Zoho Meeting include enhancements like adding names for instant meetings, renaming participants, enabling text notifications for participant entry/exit, viewing details of bandwidth optimization,

• Multi-video feed in webinars, custom domain options, and our integration with MS Outlook

  Hi there, We hope you're doing well. With your help, we have been able to release many useful features and enhancements in 2020. We, the Zoho Meeting team, would like to thank you all for the feedback, support, and encouragement you've given as we worked

• Add co-hosts in meetings, manage webinar registration and other enhancements

  Hello all, This month's updates allow you to add co-hosts while scheduling meetings. You can also control your webinar registrations better by allowing or blocking registrations from the domain or country of your choice. Read on to learn more. Meeting

• A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees

  Hello all, We're excited to share our new, refined UI for online meetings.  Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations

• I Can't Clone Webinar that I Co-Organize

  How do i get our account admin to give me permission to clone our webinars? I am a co-organizer

• Latest updates in Zoho Meeting | Calendar view, Zia integration with OpenAI, edit the recurring pattern in a recurring meeting, device error notifications revamp, and more.

  Hello everyone, We’re glad to share a few updates and enhancements in Zoho Meeting, including the Calendar view, being able to edit the recurring pattern in a recurring meeting, revamped device error notifications, and other enhancements that you’ll find

• New enhancements in the latest version of the Zoho Meeting Android mobile app.

  Hello all, In the latest version of Zoho meeting Android mobile app (v2.2.6), we have brought in support for the below enhancements. Close account: Now users will be able to close their Zoho account directly from the app. Unmute toast message: If a user

• Share material, Lock Meeting and revamped feedback UI in the latest version of the Meeting iOS app.

  Hello all, In the latest version of the Zoho Meeting iOS mobile app (v1.6), we have brought in the below enhancements. Share material in meeting: We have introduced share material during meeting that allows participants to view supported materials such

• Latest updates in Zoho Meeting | New chat feature between an organizer and co-organizer in webinars, recording consent for webinar co-organizers and attendees in the Android app, and more.

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: A new chat feature between an organizer and co-organizer in webinars, recording consent for webinar co-organizers and attendees in the Android

• Latest updates in Zoho Meeting | A new Files tab to manage all your PDFs, PPTs, Video files and recordings, live transcription , ability to lock settings and adaptive echo cancellation.

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: A new Files tab to manage all your PDFs, PPTs, Video files and recordings, live transcription during sessions, ability to lock settings and

• Latest updates in Zoho Meeting | Meeting Rooms , Pin video feeds and customize from and reply-to email addresses

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Zoho Meeting Rooms, an immersive solution for teams to connect over virtual meetings in video conference rooms. You can also pin

• Latest updates in Zoho Meeting | New top bar video layout, a revamp of our in-session settings and now import webinar registrations with a CSV file

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's are some of them : We have moved audio, video, virtual background and preferences under a single settings pop-up for better user navigation. You can now upload a CSV file containing

• Important update: Changes in email sender policies

  Hello, This is to announce important changes to email sender policies from Google that may impact your use of Zoho Meeting. Restriction on public domains Effective February 1, 2024, Google is implementing policies that will affect the configuration of

• Camera access

  My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please

• Chat for webinar session, schedule meeting session for 24 hours - Zoho Meeting iOS app update

  Hello, everyone! In the most recent iOS version of the Zoho Meeting app, we have introduced the chat functionality for the webinar session. To access this feature, the Organizer should have the 'Public chat' option enabled on the Zoho Meeting desktop

• Invoice Copy 2005116990189

  Please provide the invoice for the trancaction 2005116990189

• Darshan Hiranandani About

  Hi, I’m Darshan Hiranandani, a dedicated software developer with a strong passion for creating efficient and user-friendly applications. With a degree in Computer Science and several years of experience in the tech industry, I specialize in full-stack

• Latest update in Zoho Meeting | On-demand webinars

  Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility

• Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

  Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.

• Zoho Meeting app update.

  Hello, everyone! In the latest Android (v2.3.7) and iOS (v1.7.1) versions of the Zoho Meeting app, we have brought in support for the following features: Report Abuse option. WorkDrive integration. Report Abuse option You can now report to us any deceptive

• Zoho Meeting Android app update - v2.4.0

  Hello everyone! We are excited to announce that we have brought in support for the following features in the latest version of the Zoho Meeting Android app(v2.4.0): 1. Start Personal Meeting Rooms 2. Revamp of the schedule meeting screen and meeting details

• Introducing Zoho Desk integration and a few minor enhancements

  Zoho Desk Integration We've now introduced an integration between Zoho Meeting and Zoho Desk to efficiently manage meeting-related customer inquiries. With this integration, you can track, respond to, and resolve meeting-related tickets directly from

• Zoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.

  Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:

• Zoho Meeting Android app update: Breakout rooms, noise cancellation

  Hello everyone! In the latest version(v2.6.1) of the Zoho Meeting app update, we have brought in support for the following features: 1. Join Breakout rooms. 2. Noise cancellation Join Breakout rooms. Breakout Rooms are virtual rooms created within a meeting

• iOS 12 update: Introducing autofill passwords and Siri Shortcuts in Zoho Vault

  With this iOS 12 release, Zoho Vault users can now autofill usernames and passwords on Safari and other third-party apps. Users can enjoy a seamless login experience to their everyday apps without compromising security and also access passwords stored in Zoho vault with Siri Shortcuts by adding personalized phrases. How to enable autofill password on your iOS device? First, you need to update your device to iOS 12.  Apple recommends you to take a backup before you update your device to the latest

• Zoho Vault: A look at what's new for iOS, iPadOS, and macOS

  Hi everyone, At Zoho Vault, we constantly aim to improve your security experience. Based on both internal and external feedback, we have recently rolled out updates across our iOS, iPadOS, and support for macOS platforms. Introducing the desktop app for

• Biometric Access Support on Zoho Vault Desktop App

  Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this

• Free webinar: Learn the benefits of migrating to Zoho Vault's new interface

  With remote work becoming more and more common across the globe, productivity and time management are now pivotal concerns for every organization. With the number of business applications employed by companies constantly increasing, a password manager like Zoho Vault saves a lot of productive hours for your team. Vault's new interface has been carefully designed to address these pressing needs, helping users increase their productivity while improving their overall online experience.  This July,

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