Qntrl Product Updates | Q2, 2022

We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with new how-to videos. Here's a quick rundown of our recent updates:

 

Send emails to create cards using Email In

Qntrl now allows you to create cards and add comments to cards just by sending emails. Each orchestration has a unique Email In ID to which you can email the card details and create cards. Reply to the same emails to add comments to cards. You can also map the data in the email to orchestration fields. Learn more about Email In.

 

Collect phone numbers in forms

We’ve introduced Phone Number fields in forms that can be used to collect contact numbers with country codes. They can be configured to either set one specific country code for all the forms in the orchestration or allow users to dynamically select country codes when filling in the form. Learn more about phone number custom fields. 

 

Set deadlines for stages based on fields

Previously, stage deadlines could be set just in minutes/work hours/work days/weeks. Now, we support deadlines to be set as date & time fields or conditions based on these fields. Learn more about stage deadlines. 

 

Improved currency fields in forms

We’ve enhanced the currency fields to allow users configure the number of decimal places, rounding, and precision options for each field based on the business requirement. Learn more about currency custom fields. 

 

Search values in a table lookup

Table Lookups help list the data in a table’s column as a dropdown. Since the data listed can be vast, we’ve included a search feature that allows you to search for the value you are looking for from the dropdown list. Learn more.

 

Increased field limits

We received quite a few customer requests to increase the custom field limits and we went all out to double the field limits now. Visit our help doc to know the new limit. Learn more.

 

New how-to videos

We are constantly improving our help materials to help users get accustomed to Qntrl’s features at ease. Recently, we added a bunch of new how-to videos to this list. Visit our how-to video resources. 

 

What’s next?

• New dashboard: We are working on an exciting new dashboard that allows users to create and run orchestrations in simplified steps.
  
• Conditional fields: We are developing conditional fields where field values can be displayed based on values selected in other fields.
  
• White label: This feature will allow organizations to completely rebrand Qntrl to reflect their organization’s brand identity.
  
• Importing and exporting orchestrations will be supported soon.
  
• We are also working on enhancing reports, line items, Kanban boards, and much more!
  

We hope these updates are useful to you. Follow our community to get instant updates and also engage with your peers! If you have any questions or suggestions, please leave a comment below or email us at support@qntrl.com.

 

  Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos

 

 

 

• Topic Participants

• Saranya Baskaran Lakshmi

  

• Sticky Posts

• Orchestly is now Qntrl

  We are excited to let you know that Orchestly now comes with a brand-new name—Qntrl and a bunch of futuristic features to help you upscale your enterprise.   Qntrl is a workflow orchestration platform to design, automate, and analyze all your business

• A walk through Orchestly's 2020

  Among the numerous technologies that stood resilient during this pandemic, cloud and automation make it to the top spots. Orchestly, being a cloud-based automation software, has been able to support customers to adapt the changes quickly, ensuring efficiency

• Beta feature: New fields in Layouts

  Orchestly provides a set of custom fields that can be added in layouts to capture different organizational details. In addition to these existing custom fields, we’ve introduced 3 new fields: Date, Checkbox, Radio button, and Line items.   Note: The new fields are currently released as Beta Features. If you’d like to try it out, please email our support team.  Date Field Orchestly supports Date as well as Date & Time fields. You can either choose to capture only the date or both date and time from

• Orchestly Product Updates | Q1, 2020

  We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass!  Inspite of the challenging times, we’ve been up to a

• Q3 updates for Orchestly- what's happening, what's next?

  This quarter has been quite productive for Orchestly with the release of major features. Meanwhile, we’ve been working on a list of brand-new updates for the next quarter too. Here is a rundown of our recent and upcoming updates: Parallel Transitions

• Recent Topics

• Workflow Down/Bug

  We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,

• Service Locations: Designed for Shared Sites and Changing Customers

  Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.

• Can I re-send the Customer Satisfaction Survey after a ticket closure?

  Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!

• Filter contacts based on selected category in Zoho Desk ticket

  Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

• Assign Income to Project Without Invoice

  Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time

• Tracking Non-Inventory Items

  We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

• Profile Page View Customization

  I need to change the fields, sections from the profile view of an emplyoyee.

• Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

  Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.

• Accessing shared mailboxes through Trident (Windows)

  Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

• Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

  I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

• Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

  TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User

• filtering lookup field options based on information in another module.

  In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

• Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

  Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Does the ability exist to make tax on the customer profile mandatory?

  I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

• email association with CRM

  Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

• Fix the speed

  It takes ages to load on every step even though my dataset is quite small.

• Credit Note for Shipped and Fatoora pushed invoices

  We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

• FSM - Timesheet entires for Internal Work

  Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

• Add a way of clearing fields values in Flow actions

  It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

• Role Management

  I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• Announcing new features in Trident for Windows (v.1.37.5.0)

  Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

• Early Payment Discount customize Text

  Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

• Deprecation of SMS-based multi-factor authentication (MFA) mode

  Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

• Zoho Sheet - Desktop App or Offline

  Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

• DKIM Now Mandatory - Changes to Zoho Forms Email Policies

  Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

• Call description in notes

  When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into

• Email Address for Contact not Populating

  When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?

• New in CRM: Dynamic filters for lookup fields

  Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

• Why hybrid project management might be the best fit for you?

  Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

• Allow all Company Users to view all projects, but only owner/admins can change projects

  I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

• Fail to send Email by deluge

  Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

• Seeking help to be able to search on all custom functions that are defined

  Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally

• Totals for Sales Tax Report

  On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

• Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

  Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,

• Leistungsdatum in Rechnungen (Zoho Books)

  Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

• Zoho Trident Windows - Streams Not Visible

  Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

• Sales IQ Chat Widget is Only Displaying Last Name

  Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

• Next Page