Qntrl Product Updates | Q1, 2023

Qntrl Product Updates | Q1, 2023



Dear users, 

We had some exciting feature updates released for this quarter while we are also working on revamping the product that will have quite a few new features and enhancements. The product revamp is currently in progress and we hope to release it very soon. Stay tuned!


Trigger Hourly Schedules using Custom Functions   

You can trigger custom functions at predefined intervals using Schedules. Using this, you can receive automated updates, weekly notifications, monthly reports and much more in an organization.
 
Earlier, you could trigger custom functions daily, weekly, or on a monthly basis. We have now included the option to trigger custom functions every hour.
 
For instance, the sales manager wants to track sales on an hourly basis to forecast the trend and find out if they are on-target. In such cases, you can script a custom function and trigger it every hour using Schedules. 


Easy Installation of Bridge   

We have now simplified the procedure to install Bridge. You can now download the Bridge agent in Windows in just a single click. Click the Download button on the Windows tile. To download and install the bridge agent on Linux, click on the Copy buttons on the Linux tile.

 

Learn more about Bridge installation process.
 

Cluster in Bridge   

Bridge agents can crash due to power outages, restarts, network issues, etc., causing associated tasks to fail. To avoid this, we can group multiple Bridges in a Cluster module, allowing another Bridge to take over and complete the task if one fails.
 
Learn more about Cluster in Bridge.
 
We have overhauled and enhanced the visual appeal of the email templates triggered by Qntrl.



We are also working on a few other features/ enhancements such as Connected cards, My requests, New portal permissions, Custom field changes, and much more!
 
We hope these updates are useful to you. Follow our community to get instant updates and also engage with your peers! If you have any questions or suggestions, please leave a comment below or email us at  support@qntrl.com.
 
                             
                                    Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos  | What's new


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Orchestly is now Qntrl

            We are excited to let you know that Orchestly now comes with a brand-new name—Qntrl and a bunch of futuristic features to help you upscale your enterprise.   Qntrl is a workflow orchestration platform to design, automate, and analyze all your business
          • A walk through Orchestly's 2020

            Among the numerous technologies that stood resilient during this pandemic, cloud and automation make it to the top spots. Orchestly, being a cloud-based automation software, has been able to support customers to adapt the changes quickly, ensuring efficiency
          • Beta feature: New fields in Layouts

            Orchestly provides a set of custom fields that can be added in layouts to capture different organizational details. In addition to these existing custom fields, we’ve introduced 3 new fields: Date, Checkbox, Radio button, and Line items.   Note: The new fields are currently released as Beta Features. If you’d like to try it out, please email our support team.  Date Field Orchestly supports Date as well as Date & Time fields. You can either choose to capture only the date or both date and time from
          • Orchestly Product Updates | Q1, 2020

            We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass!  Inspite of the challenging times, we’ve been up to a
          • Q3 updates for Orchestly- what's happening, what's next?

            This quarter has been quite productive for Orchestly with the release of major features. Meanwhile, we’ve been working on a list of brand-new updates for the next quarter too. Here is a rundown of our recent and upcoming updates: Parallel Transitions

          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

                                  • Scheduling Calls in CommandCenter / Blueprints

                                    I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
                                  • open word file in zoho writer desktop version

                                    "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
                                  • Adding contact role to a specific deal js sdk malfunctioning

                                    i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
                                  • How to invite friends on other social media platforms to one of my group chats in arattai?

                                    Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
                                  • Zoho PDF editor has a lot of issues.

                                    Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.
                                  • So we ran with it for the week

                                    In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
                                  • link to any Belgian bookkeeping software?

                                    Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
                                  • Client Script | Update - Introducing Subform Events and Actions

                                    Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
                                  • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                    Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
                                  • how to use validation rules in subform

                                    Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
                                  • Global Sets for Multi-Select pick lists

                                    When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                  • stock

                                    bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
                                  • Zoho sheet desktop version

                                    Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
                                  • ZOHO SHEETS

                                    Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
                                  • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                    Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
                                  • Zoho Books - France

                                    L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                  • Using Zoho Flow to create sales orders from won deal in Zoho CRM

                                    Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid
                                  • Is Zoho Sheet available for Linux ?

                                    Is Zoho Sheet available for Linux ?
                                  • how to disable staff selection Zoho Booking integrated to SalesIQ?

                                    currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
                                  • Zoho Bookings No Sync with Outlook

                                    Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
                                  • End Date in Zoho Bookings

                                    When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                  • Custom confirmation message

                                    How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
                                  • Issue showing too many consultations in my workspace link.

                                    Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                  • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

                                    Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders
                                  • Improved RingCentral Integration

                                    We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
                                  • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

                                    I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
                                  • Zoho Learn & Zoho Connect

                                    Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
                                  • Addin Support in Zoho Sheet

                                    Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                  • Allow syncing Activities from other applications

                                    Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
                                  • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

                                    My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho
                                  • how to add subform over sigma in the CRM

                                    my new module don't have any subform available any way to add this from sigma or from the crm
                                  • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

                                    Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
                                  • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

                                    Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil
                                  • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                    Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                  • How to upload own video?

                                    How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?
                                  • Support new line in CRM Multiline text field display in Zoho Deluge

                                    Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
                                  • A couple of minor enhancements to Workflows

                                    Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"
                                  • Announcing new features in Trident for Windows (v.1.32.5.0)

                                    Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or
                                  • How to render either thumbnail_url or preview_url or preview_data_url

                                    I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
                                  • Next Page