Shared Snippets Everyone

Shared Snippets Everyone

Hi,
Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :)


I think there is only one thing missing that should have been included in the design,
What I think is missing is the ability to share to all (Everyone)


Some snippets should definitely only be shared with specific agents while others should be global.

for example a "Greetings" snippet is something that can be global
"HI {Contact.FirstName},
I have taken over your ticket and will be assisting you.
Will look over the details and get back to you as soon as possible
"

While the Sales Team might have a "Quote" snipped
"Hi {Contact.FirstName},,
I have received your request regarding your first step of becoming a superhero.
Can you please supply me with all your contact details(Phone, Mobile, Facebook etc) and I will be in direct contact
to get your flight started :)"

So I would really really really like for the shared snippets to be extended to support share snippet to Everyone and it would also it would be great if it could be shared with a Team

Best Regards,
Valdi Hafdal


    • Sticky Posts

    • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

      Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
    • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

      Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
    • Zoho Desk Cheat Sheet For The Year-End

      Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
    • Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

      Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions
      • Recent Topics

      • Custom Module

        I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the
      • How to merge duplicate products?

        merge duplicate products
      • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

        I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?
      • 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
      • Foreign Currency Bank Account

        I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
      • "Trigger flow for each entry" not working

        I've read this article on how to trigger a flow for each entry in my array. https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/webhook-trigger#Trigger_flow_for_each_entry I cannot get the flow to run for each variant in this JSON
      • migrating from Zoho Invoices (CRM) to Zoho Books

        Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
      • Edit specific job page on carreer site

        Hey, I was wondering how I could change the layout of a specific job page? (when you go to the carreer website and then click on a job listed there). When I go to customization I can edit the carreer website but I seem to be only able to edit the first
      • CRM - Clearing a Subform

        I seem incapable of working out subform functions without assistance.  I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it).  There are 4 fields on the subform: Field Name Original Value New Value Update Update is automatically
      • Automatically add a retainer to every estimate

        Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,
      • Planning Sales visit to local lead, contacts

        Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
      • Force Sync Contact/Account from CRM to Books

        Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially
      • Workflow for "Expenses" module?

        Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
      • When is partial reimbursement going to be launched?

        Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
      • IP Address List > Sigma

        We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform
      • Zoho CRM Canvas Copy Original Layout

        Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original
      • Trying to integrate gmail but google keeps blocking Zoho access for integration??

        hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or
      • ZOHO Nightmare

        I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
      • Approval system in Books/expenses

        Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?
      • attaching pdf to a bill using REST api

        I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
      • How to Open .mbox file in Gmail with Attachments?

        Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
      • How to create comparison time periods like these examples

        In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected
      • Custom fields for calls and an enhanced call creation form

        Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes
      • Customize user data collection with User Layouts

        Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the
      • Zoho Sites with GoDaddy DNS

        We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to
      • Integration with Moodle

        Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
      • Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?

        I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set
      • How to present an Analytic on a CRM dashboard and filter it on loginuser id

        How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
      • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

        Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
      • Pre-fill TO and CC fields for Email Templates

        This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.
      • Payroll In Canada

        Hi, When can we expect to have payroll in Canada with books 
      • Why can't we associate a contact to mulitple accounts?

        This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company
      • Easy way to delete attachments

        I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
      • Calendar Bookings in Recruit

        Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based
      • Multiple Vendor SKUs

        One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
      • How to Use Branch-Specific Templates for Invoices Created via Zoho Books invoice API?

        I am using the Zoho Books Invoice API and I am sending the branch_id when creating an invoice. The invoice is being generated, but it is using the default template rather than the template that corresponds to the branch I specified. In Zoho Books, when
      • Automatic Department and Employee Sync Between Zoho One and Zoho People

        Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
      • Delete Unactive Users form Directory

        Hi, how to delete all unactive users ?
      • Manual Journal entry problem

        Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
      • Changing Related Modules in a Report

        Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
      • Next Page