Tips And Tricks - Announcement

• Topic Participants

• Sasidaran K

  

• Vanessa Fox

• Storytelling BeanCounter - www.storytellingbeancounter.com

  

• bilbox

• Josh Lucas

  

• Sticky Posts

• Tip #4 : Refer and Earn Workflow system for your Subscription Business

  Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

• Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

  Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

• Tip #3 : Send SMS Reminders for your Subscription Business

  Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

• Tips And Tricks - Announcement

  Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

• Tip #6 : Accessing external URLs from Zoho Subscriptions

  Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

• Recent Topics

• Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

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• FSM Improvement Idea - Show an Import button when there is no data

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• Timeline Tracking Support for records updates via module import and bulk write api

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• How to change position button transtition of Blueprint?

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• UI Improvement - Ability to Collapse Flow

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• Create New Tasks Layout in CRM

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• Whatsapp Connection Status still "Pending" after migration

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• Meet Canvas' Grid component: Your easiest way to build responsive record templates

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• Multi file upload

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• Using IMAP configuration for shared email inboxes

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• Auto-sync field of lookup value

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• Zoho Recruit Subscription

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• Keyboard shortcut M key

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• Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

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• Ensure Consistent Service Delivery with Comprehensive Job Sheets

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• Automatic Portal invite

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• Marketer's Space: Why mobile optimization deserves a place in your email strategy

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• Enhancements in Canvas

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• Introducing Dark Mode / Light Mode : A New Look For Your CRM

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• ABN with Legal Entity Name

  Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto

• Text snippet

  There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

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• Prepopulating Fields

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• Unify Overlapping Functionalities Across Zoho Products

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• Can we add custom fields to portal community profiles?

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• Start Workflow from Deluge Script

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• Issue: Ticket Export Does Not Include Ticket Threads

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• Pushover Notification Module

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• Forward - no Ticket Number

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• Checkout: Adding Images

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• [solved] #original_sender trick not working for us

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