Zoho Vertical Console Limitations
Hello there, At a glance, the developer console shows a lot fewer features than Zoho CRM. We are planning on developing a Vertical but we have some questions first regarding limitations. 1. Which Zoho apps can be integrated with the Vertical? Zoho Social Zoho Campaigns Zoho Sign Zoho SalesIQ Zoho Docs 2. Do customers have access to a Vertical Mobile App on iOS or Android stores? If yes, is it Zoho Branded or White Label? 3. Does Vertical CRM offer Workflows with multiple rules? We have more questions
Connecting Vertical CRM to Zoho Books
Getting this error message below when trying to connect and test Vertical CRM to Zoho Books "This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName is required for associating this user to a specific organization" Do I need to set up a new trial of Zoho Books to get this to work?
Zoho Developer Vertical CRM - Add Module
Ive just started to play around with Zoho Developer and Vertical CRM. I am trying to Add a custom module but when I click Modules from the menu on the left hand side - The menu pane disappears and I just get blank screen as per screenshot below with no option to add. What am I doing wrong?
Bluepring available in Vertical CRM?
Hi! We are starting to build a CRM for our Vertical and can´t find the option for Blueprint. We see it in the non-Vertical Zoho CRM but not in the Vertical Zoho CRM. Any help is greatly appreciated
Add features galore using Zoho Developer Widgets
When Widgets in Zoho Developer are put to good use, there are no limits to the extent and scope of the features that can be added to a VCRM (Vertical CRM). Mentioned below are some use cases to encourage you to explore the limitless possibilities that Widgets offer. We conduct weekly webinars and training sessions on Widgets. Please reach out to training@zohodeveloper.com for more details.
An Introduction to Widgets in Zoho Developer
What are widgets? Widgets are embeddable components that enable you to incorporate new functionalities into your CRM and extend the feature set of applications. Widgets provide contextual information from third-party software alongside your own application data. What can be achieved using widgets? Integrate third-party applications with your CRM software, eliminating the need to rely on different systems for information. Work in tandem with your application data and real-time data from a third-party product.
Developer Help
It is abundantly clear that Zoho needs dedicated support for it's developers. I can't get answers to basic questions about the platform. I have clients I am developing for that can't wait weeks for answers. Please provide information on how to contact support and have a reasonable expectation of an answer in a reasonable period of time.
I can't save any new modules and layouts.
I am using CRM for Verticals in Japanese. I can not create and save a new module. I can not save a new layout. Save and Save Layout button does not respond. Japanese is garbled. Can not you use it in Japanese? Is it a bug?
Import Data before Publishing
Hello, I was wondering if it's possible to import data using a module before actually publishing the vertical. For example if I wanted to create a module called Zipcodes and preload it with all the US info will this info be passed on to the final product or does the user have to create this. Anyone know? Thanks, Joe
End Customer Support
Hello, If I resell Zoho CRM under my own brand, would I have to do on-boarding\training\support etc. myself? Thanks
Cross Module Mail Merge
Hello Everyone, Im wondering has anyone found a solid technique to use all modules on a mail merge document ? I have the need to use related modules to the client in a merge document. For Example. The Client (Contacts) are related to modules such as : - Home & Investment Properties - Employment, Income & Outgoings - Non-Mortgage Loans Each of these have information that needs to be collated into one document and presented to the client to sign.
Vertical CRM & Zoho Books
Hi All, Having an issue with integrating CRM for vertical and Zoho Books We take the ZSC key from zoho books go to our vertical crm > Setup > Extensions & APIs > Zoho > Finance Suite Then we get error " Please verify your Email Address and ZSC key " This has been verified by email sent to our inbox and still no joy.
