Community Digest: Samenvatting van Juli 2022

Community Digest: Samenvatting van Juli 2022



Beste Community leden,
 
De maand Juli is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze maand is gebeurd binnen de Zoho Dutch Community.
 
In Juli hebben we weer verschillende Tips & Tricks mogen delen. Lees meer over de introductie van het zoekveld voor deals in de Facturen Module van Zoho CRM. Daarnaast hebben we een aantal van onze eigen favoriete apps uitgelicht die beschikbaar zijn in Zoho One.
 
Afgelopen maand hebben wij de 13e editie van onze Europese nieuwsbrief The Zoho Times mogen uitsturen. Lees hier meer over onze product updates, case studies en evenementen.
 
Heb jij ons Case Study video al bekeken? Wij zijn langs geweest bij Van Doorn - Buitenruimte specialist voor een Zoho CRM Klantencase. Zij vertelden meer over changemanagement die komt kijken bij de implementatie van een CRM systeem. 
 
Inmiddels is de Zoholics Early Bird Verkoop geëindigd. Het is nog wel mogelijk om een ticket te reserveren voor het grootste Zoho event van het jaar. Tijdens dit event kunnen jullie meer leren over Zoho producten, Zoho experts spreken en netwerken met mede Zoho gebruikers. Via deze link kun je een ticket reserveren: ZoholicsBenelux
 
We zien jullie graag allemaal op Zoholics. Tot snel!
 
Met vriendelijke groet,
 




      • Sticky Posts

      • Welkom bij de Zoho Dutch Community

        U bent van harte welkom bij de Zoho Dutch Community. Deze Community is gericht op Zoho gebruikers uit Nederland en andere Nederlandstalige gebieden. Wij zullen hier de nieuwste updates en verschillende Tips & Tricks over onze diverse producten met u delen.

      • Community Digest: Samenvatting van December 2022

        Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren

      • Community Digest: Samenvatting van November 2022

        Beste Community leden,   Het is alweer December, we gaan de laatste maand van 2022 in. We kijken graag samen terug op de maand November en wat er in deze maand is gebeurd binnen de Zoho Dutch Community.   Tijdens de Zoho Creator Meetup hebben onze gebruikers

      • Community Digest: Samenvatting van Oktober 2022

        Beste Community leden,   De maand Oktober is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze afgelopen maand is gebeurd binnen de Zoho Dutch Community.   Na Zoholics zijn wij direct aan de slag gegaan met het organiseren

      • Community Digest: Samenvatting van Augustus 2022

        Beste Community leden,   De maand Augustus is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in afgelopen maand is gebeurd binnen de Zoho Dutch Community.   In Augustus hebben we weer verschillende Tips & Tricks mogen delen.

        • Recent Topics

        • Stop adding Default ID column to xls exports

          When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

        • Zoho Creator Upcoming Updates - December 2024

          Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

        • Delete Field that is used in a Zoho Flow connection

          I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

        • 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>

          Please help me with this. Sending of mails is blocked.

        • Profile stitching with Zoho Marketing Automation

          When it comes to marketing, knowing who your audience is and tracking their interactions is vital. That's why Zoho Marketing Automation has taken a significant leap forward with its enhanced profile stitching feature. With this update, you can track your

        • I want the currency in my account to be Mexican pesos.

          Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

        • Is the Contacts sync between Campaigns and CRM bi-directional?

          Is the Contacts sync between Campaigns and CRM bi-directional?

        • Year-End Wrap: Don't rewrite―Switch to Email Templates

          As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

        • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

          Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

        • How to view shared mailbox in Outlook

          How to view shared mailbox in Outlook or in another software

        • Clear String field based on the value of other field

          Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

        • Contacts Don't Always Populate

          I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

        • Necesito el código ZB para mi cuenta

          Hice cambio de servidor y no encuentro el codigo unico de cname.

        • Privacy error

          Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

        • Using IMAP configuration for shared email inboxes

          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

        • Email with attachments saving attachments into Zoho CRM from Zoho Mail

          Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

        • Unable to load your extension. Please check your plugin-manifest or Resources.json.

          Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

        • Bug - OTP (email) and No Duplicates

          Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

        • Customise Search Bar in CRM

          Is there a way to customise this search bar in the CRM to add fields?

        • Bulk create tasks - Zoho Projects API

          Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

        • Counting downloads of a file

          Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

        • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

          When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

        • New Search Function

          Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

        • New permissions for accessing emails sent via Zoho CRM

          Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

        • Mind Mapping

          Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

        • Unable to send emails

          I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

        • Request for Alerts on Workflow and Function Changes.

          I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

        • Overwrite Option for custom modules

          Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

        • Transfer Amount from One Vendor to Another Vendor

          One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

        • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

          it is really annoying.

        • How to make Branch compulsory in Zoho Books invoice?

          How I make Branches compulsory in Zoho Books invoice?

        • Regarding GST Report Issue in Zoho Books

          Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

        • Function #57: Automatically group items in invoices based on categories

          Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

        • Fixed asset management

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

        • How to hide Predefined views

          Hi,  I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best, Pawel

        • Deleting Views

          How do you delete views? Please syd

        • Suppress "spreadsheet will not be saved" message on published sheet

          I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

        • Zoho Forms Unable to Save Account Numbers with a Leading Zero

          We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

        • Next Page