See Calendar When Creating Meetings On Record Page

See Calendar When Creating Meetings On Record Page

It would be a great user experience to see you calendar while you are creating a meeting on a record page.

Here is how I imagine it could look:


    • Sticky Posts

    • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

      Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
    • Function #37: Create a Purchase Order from a Quote

      Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
    • Function-2: Round-Robin assignment of records

      Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
    • Recent Topics

    • Deluge help - Looping in Zoho CRM

      Hi! I am trying to create a function and struggling as I cannot get the function to repeat without. breaking. Trying to write a function (currently doing through schedule) to run daily. Searching for tasks that are 90 days or more overdue. If task is
    • Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

      ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos
    • Assistance Required: Email Authentication Issue (SPF/DKIM) for Domain clearskyaerials.net

      Dear Support Team, I hope this email finds you well. I am experiencing an issue with my email services after linking my domain clearskyaerials.net (hosted on Zoho) to WordPress for website building. I am unable to send or receive emails, and the following
    • ZOHO MAIL not loading

      Hello, My zoho mail is not loading. Both my desktop version and in google chrome. It opens but then doesn't load any charts. Are there any issues and how fast will it be resolved? Rafal.
    • Zoho Storage Limit in Account where Multiple Emails are Accessed

      I have a main email account but also access three other email accounts set up in Zoho regularly so I set them up under my main account. Each account should have its own storage. However, I recently got a notification that my email was reaching its storage
    • Not Getting Emails

      I am not getting any emails. All DNS is correct. I have been waiting for over an hour for my test email from my personal Gmail account to arrive into my Zoho Mail.
    • Unable to receive emails from WordPress website contact forms.

      MX records are set up correctly, and email routing is set to remote. I am using WPForms on my website, which has been configured to send notifications to my Zoho mail. When I configure the notifications to my gmail account it works perfectly but I want
    • Zoho Support is Dysfunctional & Don't Know Their Own Support Hours

      Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through
    • Not receiving emails; sending fine

      I got my last email at 5:09 MST this morning, but I'm not receiving any right now. I've made no changes to my MX records recently, and when I check them, they point to Zoho mail.
    • Unable to parse JSON field in New Query Table

      I have a multiple level JSON field which I am unable to parse. "Complete Blocks"."EVENT_SCORES_JSON":"OverallScore" as Score The above line returns the full "Complete Blocks"."EVENT_SCORES_JSON" field as a Text type field i.e { "OverallScore" : XX, ect...
    • Can Send Emails But I am not Receiving emails in Zoho Account

      I have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need
    • Canvas List View Not Saving

      Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message
    • tidak dapt menerima email

      saya menggunakan email zoho gratis melalui DNS RUMAH HOSTING, semua instruksi MX, DKIM, dll saya sudh ikuti sesuai petunjuk,,,namadomain saya poyakumsahira.org , mohon bantuannya
    • How to lookup What_id to create a task in Zoho CRM?

      I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I
    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
    • Improve Payoneer integration with Zoho Books

      Payoneer integration with books need to be improved, it doesnt work if your base currency doesnt match with the currency of payoneer account even though base currency has nothing to do with payoneer account's specially when we're integrating payoneer
    • Blueprint and SLA violations reports on Zoho Analytics

      We want the Blueprint and SLA violations reports to be placed into the Helpdesk Reports folder on Zoho Anaytics by Zoho. We don't know the rules behind these dashboard kind of reports on Desk so it would take us a lot of trial and error to create them on Analytics by ourselves. Please help us out by directly creating the templates for these reports on Analytics.
    • Possible to freely prompt/query CRM data using Zia?

      Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an
    • [Webinar] A recap of Zoho Writer in 2024

      Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. There
    • Act on your customers' voices in Zoho CRM

      Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerful
    • SMTP Error

      After changing the password of the SMTP, the "Could not authenticate your account" error is appearing. How can we resolve this? Please help, this is really urgent.
    • Free webinar alert! Overcoming Hybrid Work Challenges with Zoho Workplace

      Hello everyone, Are you facing challenges with hybrid work setups? Whether it's maintaining collaboration, efficiency, or security while working remotely and in-office, we've got you covered! Join our free webinar to discover how Zoho Workplace can help
    • Empower Your Team with Kiosk Studio in the Professional Edition!

      Hello Everyone, We are thrilled to announce the introduction of Kiosk Studio for all users on the Professional edition of our CRM. With Kiosks, you can streamline the data collection process, customize CRM capabilities, and make them available for all
    • IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE

      I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD
    • Export as MP4 or GIF

      Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon
    • Invoice an upcoming subscription renewal in Advance

      How can I auto create and send an invoice for an upcoming subscription renewal in advance.  Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).
    • Customer Statement Template not matching when sending

      Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default
    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
    • What's New - November 2024

      Hello everybody, Discover the latest features and enhancements we've rolled out this month to help you deliver better event experiences and manage your operations more efficiently. WhatsApp Integration (New feature) Transform your attendee communication
    • ¡Zoholics vuelve en 2025! ¡Apúntate esta fecha!

      ¡Que levante la mano quien echó de menos Zoholics este año! ¡Nosotros también! Si nunca has estado en Zoholics, te lo explicamos aquí para que no te pierdas esta oportunidad. Te alegrará saber que los planes para el gran regreso de Zoholics en 2025 ya
    • ¿Qué es Zoholics y por qué no te lo puedes perder?

      ¡Reúnete con el universo Zoho en nuestro mayor evento y construye el modelo que lleve a tu empresa al éxito! Zoholics es el encuentro de usuarios de Zoho donde nos reunimos con nuestros usuarios cara a cara para ayudaros a comprender mejor nuestros productos.
    • Validation rules for fields used in blueprints

      Dear community, I'm designing a blueprint for me leads nurturing process and I've noticed an issue with the validation rules applied for fields. I've applied a validation rule for the "PHONE" field and it's working just fine when I insert a new phone
    • Canvas View - Print

      What is the best way to accomplish a print to PDF of the canvas view?
    • Zoho Sign "Create" Template button no visible. Admin

      I just recently got promoted to Admin access for Zoho One, and in our Zoho Sign account; the create template button is no longer available to my view? I've tried multiple browsers and even Windows and Mac. Any thoughts?
    • Change/reallocate different key combinations to enable the Zia Search feature in Zoho Projects

      Hello, Typically the cmd + "/" or Ctrl + "/" keys combination is used for commenting a code line. However, in the custom function module in Zoho Projects (specifically), the key combinations triggers Zia Search widget which distracts during coding and
    • Live webinar: 2024 recap of Zoho WorkDrive

      Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.
    • Streamline appointment booking for patients | Kiosk Studio Session #3

      Hello everyone! You may be using kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on.
    • Function #46: Auto generate list of lapsed customers using Custom Button

      Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,
    • Help Needed to Recover Emails After Deactivating Zoho Account

      Hello Zoho Community, We deactivated our Zoho account two days ago but unfortunately did not properly transfer our email services before doing so. As a result, we’ve lost access to our Zoho emails and data. Is there any way to reactivate our Zoho account
    • Automatically update date field based on the pick-list value of another field

      Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that we
    • Next Page