Meeting vs Zoom and why we are moving

• Topic Participants

• Tim Sparrow

• Kavitha V

  

• AC Design Solutions Ltd

• Darren Burn

• Peter Koch

• Sticky Posts

• 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

• New and Improved UI for Online Meetings in Zoho Meeting

  Hello there, We hope you're enjoying our video conferencing feature for your online meetings. This month, we are glad to present our revamped UI for online meetings. We have made some useful changes to make features contextual and easy to access. In addition to this, we have also added some interesting features and enhancements to make your online meetings smooth and hassle-free. Let's take a look at these changes. Better visibility and access to main features The main menu has been moved to the

• Improved host controls and other enhancements

  Hello there, We hope you're staying safe and healthy. As we continue building Zoho Meeting into a complete, feature-rich web conferencing solution, we're making big and small feature updates and enhancements every month.    Here are a few of our latest updates:   Common updates for meetings and webinars Invalidating the keys of past meetings and webinars: This is an important security update. We're in the process of invalidating the keys of all of our users' past meetings and webinars. This prevents

• Latest updates in Zoho Meeting | Create departments, Share PDF files

  Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

• Create Instant Polls, Broadcast Messages, and Enable Co-organizers to Launch Webinars

  Hello, Following our previous updates with the iOS webinar app, Raise Hand, Allow to talk, and Give control in Mac OS, we have added some new features and enhancements to Zoho Meeting's webinar module that let you create instant polls, communicate with attendees through messages, and have better control over launching webinars. Let's take a look at what's new. Features Co-organizers can now launch webinars Co-organizers, who are members of your organization, can now start webinars just like the organizer. This

• Recent Topics

• Batch tracking updates

  I applaud the Zoho team for their recent updates to batch tracking information and even though I have 'chatted' to the Zoho team, I'm still batteling to understand the reasoning on the below. We buy stock in bulk and it is received into the Bulk Warehouse.

• How to increase number of contacts shown in CRM Campaign ?

  Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there a

• View more than 10 members of a Campaign at a time?

  First off, I am new to Zoho CRM so I may be missing something, but - I have several hundred contacts attached to a campaign, and on my "Campaign Details" page, I am seeing only ten of them listed with no option to show more than 10. For my immediate task I have several contacts that I need to delete from this campaign and it would be nice to see more than ten contacts, or be able to remove more than one at a time. Long-term, I am guessing that at some point I will need to produce a list of everyone

• Shopify to Zoho Books Integration

  I have had to go ahead and disable my Shopify integration entirely.  When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it.  As you are not able to edit a Sales Orders that comes in from a Marketplace,

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• No Updation of manual journals in case of Accrual basis of Accounting

  Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis

• Missing Modules such as RFQ, Purchase request and Store room

  Hi, I wonder why zoho doesn't add Purchase requests module e.g. ( a lower level staff wants to request for provision of something) which can be approved or rejected by his/her manager. In case of approval, same request can be converted into RFQ. Secondly

• How to re-subscribe a unsubscriber that changed their mind?

  We have a customer that unsubscribed by accident and is requesting that we add them back to our email campaigns. I've tried finding a method to do this but my searches are coming up empty. Any tips on how this can be done?

• Leadchain

  I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Lookup Fields - Needs more than 5 Link

  The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?

• Zoho Inventory API Purchase orders

  Hello, I'm using zoho inventory API to push items as POs, my script looks like this record_value = Map(); record_value.put("vendor_id","4267431000000087479"); //"item_id": 4267431000000080270, line_items = []; items={ "name": input.Product, "description":

• Introducing Bot Filtering for Accurate Email Campaign Analytics

  Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

• Zoho Books and Zoho Projects Task Status Update

  How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.

• Unable to retrieve inline / embedded images using Zoho Email API

  How can i retrieve inline / embedded images in the email using zoho API?  Also, how can i retrieve multi part emails using zoho API?

• POP3 emails does not get deleted in Zoho Mail after being popped

  Dear All, Although I'm currently receiving updated emails from the servers, and i "unchecked" leave a copy in the server. The popped mails do not get deleted and I've to remove them manually into the trash Thanks Adrian

• Zoho CRM - best way to search an account and assign to a deal

  Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

• Enhanced Placeholder Preview for Templates

  Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,

• View details about when/how a contact was added to a campaign

  Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I would

• Allow Zoho CRM access in firewall

  I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )

• Off cycle pay run 10 day

  How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they are

• Zoho Commerce - Mobile Application

  Does Zoho Commerce have a mobile application for customers to place an order?

• Zoho Mail for ARM64 Windows

  Hi, I am a fairly new client of Zoho and first of all I would like to share my appreciation as services, apps and pricing are fantastic! I would like to ask if there is maybe a plan to release Windows ARM64 client? Although Zoho Mail works fine on Windows

• Quick editing of fields in a report view...

  I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report so

• Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

  Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

• Microsoft Phone Link

  Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

• New key install (zoho databridge

  We have a problem installing Zoho Databridge We downloaded the setup and installed it. But we need to reinstall the software and lose the key. How to get another key? We need to connect to a MySQL database

• Sending a Slideshow as a scheduled email

  I have created a slideshow for my dashboards - is there anyway of automating or scheduling it to send to users ?

• Mapping of Zoho CRM Lookup field to CRM

  Hi, I have created a Zoho CRM Lookup field on a form for a client. The population of the field works great in the form however I cannot seem to get the data being entered in the form back into CRM. For example, the form is for new clients to fill in their

• Function for SUM of two currency fields in Deals to be populated in third currency field

  In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue field

• Tips: Using Zoho Books retainer payments for Law Firms trust accounting

  Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid, create a email trigger wth a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operatingl account for invoice payment.

• integrating Zoho CRM vendors with Zoho projects

  In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

• Rollup summary for custom module

  Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

• How to send binary data in invokeurl task?

  Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

• Allow standard layout to be used/edited as a starting point for canvas

  Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

• Conditional layouts - support for multi-select picklists

  Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

• Parsing Emails to save attachments

  Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?

• Best way to integrate tasks across CRM (Activities), Mail, Projects?

  Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of you

• Change Default Coutry in country field

  Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...

• Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?

  Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named

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