Community Digest: Samenvatting van November 2021

Community Digest: Samenvatting van November 2021



Beste Community leden,

We gaan morgen alweer de laatste maand van 2021 in, en dat betekent dat het tijd is om terug te kijken op de maand November. Deze Community Digest is een samenvatting van wat er in de afgelopen maand is gebeurd binnen de Zoho Dutch Community.

Deze maand zat vol met tips & tricks voor verschillende Zoho producten. Allereerst begonnen we met de tweede tip voor Zoho Desk: Alle activiteiten onder één tabblad. Waarbij Zoho Desk als "krachtige applicatie" werd beschreven door één van de Top Contributors van ons Community Forum.

Heb jij inmiddels al een eigen BOT gecreëerd in Cliq? Naast het instellen van een welkom bericht, legden wij dit ook uit in onze eerste tip voor Cliq.

Daarnaast gaven we de 10 beste redenen om Zoho CRM te gebruiken. Met de nieuwste Canvas-functie kun je jouw CRM volledig aanpassen naar jouw wensen. Bekijk hier de Canvas webinar.

Sinds begin November hebben wij een eigen YouTube kanaal voor Zoho Nederland. Op dit kanaal delen we klantverhalen, webinars, tips & tricks en veel meer. Abonneer op ons kanaal voor meer Zoho video's

Wist je dat je vragen kunt stellen en ideeën kunt delen via het Community Forum? Vorige maand hebben wij de eerste vragen mogen ontvangen, waarbij er al snel werd gereageerd vanuit de Community. Stel vooral meer vragen aan de Community en deel je Zoho ervaringen, zodat we van elkaar kunnen leren!  

Op 9 december organiseren wij een Virtuele Community Meetup, waarbij je meer leert over Zoho Analytics, Zoho Dataprep en Zoho Commerce. Meld je direct aan voor deze Zoho One Community Meetup. Tot dan!

Met vriendelijke groet,


    Zoho Campaigns Resources

      Zoho Desk Resources

      • Desk Community Learning Series


      • Digest


      • Functions


      • Meetups


      • Kbase


      • Resources


      • Glossary


      • Desk Marketplace


      • MVP Corner


      • Word of the Day


        • 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.

        Zoho CRM Plus Resources

          Zoho Books Resources


            Zoho Subscriptions Resources

              Zoho Projects Resources


                Zoho Sprints Resources


                  Zoho Orchestly Resources


                    Zoho Creator Resources


                      Zoho WorkDrive Resources



                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方

                                • Recent Topics

                                • Unable to upload document error on zoho sign

                                  i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');
                                • Is this link the transparent pixel used to track opens?

                                  Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks
                                • UI Arabic

                                  can i change the member portal UI to arabic in zoho community?
                                • Zoho Crm - Inventory Integration

                                  Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.
                                • Inventory Valuation Method Feature

                                  Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
                                • Where is the customization and extendibility of zoho inventory?

                                  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we
                                • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

                                  J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas
                                • Organization Variables - Restrict Access

                                  Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
                                • Values in multi pick list are not copied to copied deal

                                  Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
                                • Flow to follow up on trade fair contacts

                                  Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
                                • Zoho takes too long to load...

                                  I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?
                                • Modules are continuously loading

                                  Hi! We are not able to open the task modules, it keeps continuously loading
                                • Free user licenses across all Portal user types

                                  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
                                • Error 403: Forbidden When Updating Email Signature via API

                                  Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
                                • Execution failure when fetching a Name field from another app

                                  In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;
                                • Accessing Subform Data using getRecordByID

                                  I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,
                                • Easy way to delete attachments

                                  I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
                                • Allow "add new" option to picklists and multiselection fields from add or edit pages

                                  Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my
                                • Allow customer to select meeting duration

                                  I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.
                                • Kiosk Studio wrap-up | How our community used kiosks in 2024

                                  Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community
                                • Can you internally tag/categorize posts for campaigns?

                                  Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).
                                • Zoho and Hostaway webhok integration.

                                  I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends
                                • Function 56: Automatically enable the option for customers to pay via bank account

                                  Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
                                • Connect multiple Facebook ad accounts to Zoho Social

                                  Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several
                                • Custom service report or Zoho forms integration

                                  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
                                • Creation of Path and subpath

                                  In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and
                                • Zoho vault uses only password to unlock not a TouchID

                                  TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS
                                • Assign task owner using Deluge

                                  Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where
                                • Using AVG in SQL Query

                                  My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had
                                • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

                                  #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
                                • Meta and Facebook data report discrepancy

                                  I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
                                • Links in Instagram

                                  Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images
                                • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

                                  Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,
                                • Enter dates in tasks with just "tue" or "+10" or "5d" ???

                                  Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.
                                • Multiple time zones in zoho projects

                                  We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance
                                • Zoho Desk : Field for 'Layout'

                                  I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.
                                • Customize Zoho One Dashboard and URL?

                                  Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]
                                • Enable Sending Direct Messages to Self in Zoho Cliq

                                  Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the
                                • JOB Sheet can not send PDF as service rapports and more info needed other topic

                                  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk
                                • Tax Deduction at Source (TDS)

                                  I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure
                                • Next Page