ZOHO CRM integration
HI IS there any plan to integrate ZOHO crm so we can see the tasks in kanban like boards within Connect. Or any plan to upgrade the tasks/activities in CRM to look as pleasant to look at as Connect?
connect analytics
I am wondering why there is not analytics for connect. I would like to see the following (non exhaustive) items: login data of users page views post views number of downloads (files) Number of times sessions opened in a week/month/quarter/etc. (activity) key word searches key words without results Avg. Session Duration Pages / Session Top Pages by Visitors Sessions by Device Type Sessions by Browser
Is there a way to integrate Zoho Connect with Zoho Books?
Looking for a way to integrate Zoho Connect with Zoho Books. Earl Rudolfo
"Zoho Connect" users should be able to use "Zoho Creator" apps in the "Custom Apps" section
It seems that Zoho Creator users should be able to easily import/use those apps for the "Connect" users, instead of having to create them from scratch again. Or at least import the setup of an App already created in the "Zoho Creator" module into the "Zoho Connect" module, as they both seem to use the same code structure etc. Also once an App is built inside the "Zoho Connect" module it is not very user friendly in reporting, as it only allows single entry viewing of information. No ability for
Following Everyone in the Network?
Is it possible to have it so everyone in our organization is automatically following each other by default? Seems laborious to have to ask everyone to find and then follow everyone else in order to make sure that we all see each others' posts. When a new user joins connect for the first time they arent following anyone. Howare they supposed to be "connect"ed?
Initiate a Forum Discussion via email
How can we start a forum discussion via email? THis seems like a basic feature. And appears to be missing. Even though I can post to the Wall / Feed via an email address (which strikes me as far less useful).
Will you enable external networks?
Hello, I have a Zoho One subscription. I am a soloprenuer who does not have a use for the internal groups, but I definitely could use the external groups to connect with clients. However, the features are not enabled for external. Will you please enable this? Also, it seems I do not have Enterprise enabled either.
Add Screenshot Capture Option in Text
Hi Add Screenshot Capture Option in Text . by this team will easy shared screenshot.
Offline support for the desktop version
Hi, Not sure if this is planned but it would be nice to have offline support for the desktop application. I travel quite a bit and always have issues getting Wifi and mobile signal especially on trains and it would be nice to be able to use connect and have it sync up when the connection is available again. Maybe using a progressive web app ?? Rgds Jon
'Archive Section' option is no longer available on Boards
I was able to "archive section" in my Boards up until a week or two ago. Did this get moved or removed? I really would like to archive my board sections again. Thank you!
Task Boards
Can you clone a Connect Task Board so each board has a consistent feel over the entire team? We have several Kanban newbies!
Garbage pasted from Outlook text copy/paste
If we copy and paste a text in a Zoho Connect post from an Outlook email, it is adding some garbage, like this: Normal 0 21 false false false ES-CL ES-CL AR-SA MicrosoftInternetExplorer4 [here it will display the copied / pasted text] �? This should be cleaned in by Zoho Connect app, since copy/paste from Outlook or MS applications is a very common activity (for example we also use Basecamp and we can copy text from Outlook emails without garbage pasted). We'll appreciate this could be fixed. Best
Moving uploaded files from one group to another group
Hi, we started using Zoho Connect this week and we like it very much. One question: how can we move the folders and files that belong to one group to another group? It is easy to copy/paste files and folders within a group, but we couldn't figured out how to do it from a group to another. Best regards, Juan
Publish Manual to the World
Manual, is great feature in Zoho Connect. But how can we publish it to the whole world (like we do in Zoho Docs)?
deleted files?
In zoho Connect, at Files, when you delete some folder/file it says it has sent to trash, but where is the trash? I've search it but i've not found it... also I've gone to Zoho Docs of my profile if deleted files go to my personal trash instead the collaborative trash, but not. Can someone show me where deleted files go? i'm new in zoho :-(
Adding subtasks to the Task Manager
It would be great if we can create relationships between tasks as main task and child task in Zoho Connect. Thanks for reading this!
Speedy work in Connect ... is it possible?
Since there are apparently no keyboard shortcuts for 'Connect', is there any way to work faster in Connect? Example: I just tried to delete (or at least make disappear from the list) some daily repeated tasks that have not been checked off for a while. Normally (in other software), in order to bulk delete, you can check the top one; hold shift; and check the bottom one in order to select the whole lot in between. Then you proceed by selecting what you want to do with the selected items: 'delete',
How do recurring tasks work?
Hi, I have created a number of monthly recurring tasks but when I tick to complete the task it doesn't seem to replicate for the following month. Just seems to complete like any other month. How does this work? I have a task set to repeat every 1 month on the 12th. When I tick it as complete I can't see it appear on March 12th. Any help would be appreciated. Regards Jon
Keyboard shortcuts
I have looked and made searches everywhere, but I could not find any information on keyboard shortcuts in ZOHO-Connect. Does that mean they don't exist? If not, is it not time they are being implemented? I miss the speed, handiness and ease that some clever keyboard shortcuts bring. Having to abandon the keyboard to grab the mouse and click slows down the flow and momentum. Especially on the Kanban-style task boards, keyboard shortcuts would help tremendously!
Trello cards/ Lists ► ZOHO-Connect cards/ Lists
Is it possible to create some kind of automated integration between Trello and ZOHO-Connect? (perhaps through third-party app?) I would like to have cards (and lists) created on a certain Trello-board automatically become cards/lists on the boards in ZOHO-Connect. The current "integration" does not do that - it only notifies when a card/list has been created, deleted, etc (depending on which items you select) in Trello.
Hyperlinks to OneNote
I am trying to organize myself and my business. Therefore I am setting up a 'Manual' in ZOHO-Connect to collect and consolidate important information for my businesses, which includes links to relevant websites/pages. However it turns out that a hyper-link (to a MS-OneNote section on my computer) does not work. Is there a work-around? Is that a feature in the making?
error when creating new group
I have just signed up with ZOHO-One a little while ago and just activated 'Connect', but so far I have been unable to create a group. I keep getting a message saying " Error occurred while processing your request". What to do?
hidden manual sections
Hi, I am currently in the process of writing customer instruction manuals for our software products. What we are looking to achieve is the ability to have certain sections of the manual text as conditional permissions, thereby reducing the need for dual manuals. Use Case Scenario: A product instruction manual released to the public for the latest version of software. Public Version - explains the new features and instructions on how to use Developer Version - everything on the Public version
Connect with ZohoBooks Software, FREE Manage Order, Inventory, Customer data, Tax, Shipping, etc…
Zohobooks solutions for All Business, Satva Solutions provides zohobooks service like zohobooks API integration, zohobooks connector, zohobooks installation, zohobooks repair service, zohobooks enterprise solutions, zohobooks desktop solutions, zohobooks online solutions, zohobooks support, for all small business, accounting firms, ecommerce, online stores, ERP, Accountants and Bookkeeping enterprise businesses and CRM systems. http://satvasolutions.com/services/api-integration-services/accounting-integrations/zoho-api-integration-services
Get details for setting up Paypal account for receiving money !!
Users can easily set up their paypal account for receiving money withy the use of these steps that are mentioned below. The account can be created in two ways including the business account or a personal account. Business account is for the user who are processing the money for any business transactions and on the other hand, the personal account is for the user who are getting money from their family or friends. So, mentioned below are the steps for creating paypal account to receive money : First
Duplicating and moving manuals
I'd like to be able to move a manual -- it's in the wrong group and I don't want to recreate it all over again. Likewise, many of my planned manuals have identical chapter/article structures and headings. It would be great to have a "Master" manual template and duplicate it for each project or group. Same for tasks -- this would eliminate a lot of repetition to create new boards.
Task notifications in iOS apps
Hi, For me, its important to have notifications for the tasks. I have checked the notification setting in the app, but there is no reference for Task Notifications. Is there any way to do implement this?
External Network - partners, vendors, clients
Dear all how are you? Do you know how can I add partners, vendors or clients my external network? many tksPVU
No Support for Tasks in Tablet or Phone?
When will Tasks be supported in the mobile versions soon We are using the Tasks Boards with great success...but we are unfortunately left in the dark if we leave our desktops?
Unable to add user to group
Unable to add Diana Ortega to the group "GMU Fall 2017." When I click on "Add" it just displays the other names in the network that are not already in the group, it won't let me add her. I am the sole admin in the network (Network=Adopt an Inmate). Please advise.
Sorting of Task Activities?
How about allowing the user to support the Task Activities by Date descending? When there are a lot of activities it would be great to see the recent Activities first.
Non-Task Owners adding Checklist Items?
As group we want to be able to collaborate about the list of items (checklists) needed to complete the tasks. Unfortunately it appears that only the Task Creator (not Assignee's) can add checklist items. This defeats the spirit of collaboration. Have I got this wrong?
delete users
I can only make users inactive, but I can't delete them. Is there any reason why you cant delete a user?
New Android Version Available
FYI, Zoho has released a new version of Connect for Android Mobile. (It's possible that there is also an iOS release too, but I don't know for sure). This new version includes Tasks and looks to bring the mobile version in synch with the desktop web version.
Restrict Task Archive ability?
Is there a way to prevent users from Archiving Tasks? We would like to have the Network Admin archive tasks, not users.
Task character limit 200?
All of the sudden we are getting character limits (200) on our tasks! We usually have much longer content was not a problem. What happened? Only allows very small task handling which is useless to us right now. Please provide status ASAP so I can let our team know how to proceed.
Is it possible to view / check Task on iOS app?
I cant see any icon / shortcut in the iOS app that let me go to TASK section of Zoho Connect. Is it possible to do that? If not please, implement it asap, please!
Link task with a second task?
It would be great if we could reference another task from within a task. Such functionality would allow showing dependencies or related tasks to the current task.
Integration with zoho CRM
How may I import Contacts and Leads from Zoho CRM to Zoho Connect?
File structure to Import Tasks to Connect?
Where can I find the file structure required to import tasks into Connect?
Next Page