Zoho Developer Hangout (ZDH) - Episode 7 | Infusing Custom AI Functions into Zoho CRM

• Topic Participants

• Divya Krishnan

  

• Sticky Posts

• Zoho Developer Community Monthly Digest - November 2024

  Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!

• Zoho Developer Community Monthly Digest - October 2024

  Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming Events

• Zoho Developer Community Monthly Digest - September 2024

  Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and

• Zoho Developer Community Monthly Digest - August 2024

  Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcoming

• Extensions 101: Build Extensions for Zoho Finance suite

  Hello Developers! We are thrilled to announce our 5-day webinar series on building extensions for Zoho Finance Suite products. Our first session was a resounding success, introducing Extensions, Zoho Developer, Zoho Marketplace, and the Zoho Books Developer

• Recent Topics

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Send a formatted CV to multiple contacts at multiple clients - and have it associate with both candidate client

  I would like to send a formatted CV of a candidate to multiple contacts at multiple clients and have it kept on the record of all three; client, contact and candidate. I understand how to send an email to multiple contacts at multiple clients - and indeed I am able to attach the CV of a candidate through 'browse'. Obviously this does not associate it with the candidate though, only the contact it is sent to. Is there any way to do this? Thanks in advance.

• Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)

  Hello everyone, We have introduced two important updates in the Knowledge Base module: Permissions - A new permission called "Admin access" has been introduced under module permission. Permalink alert - Users will be alerted when an article with the same

• Language Field on Contact Person-level

  Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

• Zoho Books email notifications

  Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanks

• send file to ftp or another external service

  i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??

• Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

  Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A

• All notes disappeared

  I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

• Cost Center accounting

  Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If

• Impuesto automatico en cotizaciones

  Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

• Formatting of Gantt Chart for PDF export

  Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (show

• How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

  Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

• タスクを問い合わせテンプレートに追加

  タスクを問い合わせテンプレートに自動で追加されるようにしたいです。どうしたらいいですか

• Placeholder for Agent Signature in Email Templates

  Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at the

• Custom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk

  Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close the

• Updating existing values in a list

  Is it possible to update an existing value in a list? For example if I wanted to append text to an existing string value that I had previously added to a list is that possible? I'm able to extract the existing value (get() function) and append the additional text, but can't find a way to add the new value back to the list in the same index location. One work around I found was to delete the existing list entry and then add the new value, however this changes the index location to the last entry in

• Host not reachable

  Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis Fernández

• Zoho Marketing Campaign

  I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

• Zoho Marketing Automation APIs

  When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?

• Adding Folders in Android App

  Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

• Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

  I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

• Ability for customer to give feedback after receipt of an order

  Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Zoho Books | Product Updates | November 2024

  Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

• Spell check sucks

  Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

• How to send certain invoices for Approval based on condition?

  To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

• Signature image logo not displaying in recipient mail clients

  Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

• Sales Order, what are the statuses under Confirmed and Closed

  Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

• Notifications for calendar meetings

  So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

• Reusuable Sections & Universal Brand Settings

  Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

• Blockchain technology

  Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

• Este domínio já está associado a esta conta

  Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

• not able to hit inventory api

  when i hit the api with my account keys and the access is provide by the client

• 553 Relaying disallowed error

  Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

• !! URGENT My sent mail goes to spam

  I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

• Event Time Zone in meeting invites are confusing users

  When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

• Request For Quotation (RFQ) module

  Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

• Constant Sync Errors 🙄

  I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

• In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

  We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

• javax.mail.authenticationfailedexception 535 authentication failed

  Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

• Next Page