Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields

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• Harshini Dara

  

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• Set Custom Business Calendars and Holidays for Global Teams

  Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

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• Restore Trashed Records Anytime Within 30 Days

  Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

• Organize and Clone Task Custom Views

  We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:

• Flexible Milestone Invoicing

  If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider

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• Multi column open text questions that allows respondents to add rows for additional information

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• API for Task Entity in Zoho Books

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• Custom Buttons for Mass Actions

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• Add inventory_valuation_method to items endpooints

  To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

• Use Zoho to send sales receipts for Gocardless transactions

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• Zoho - Gocardless sales receipts

  I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

• Introducing Rollup summary in Zoho CRM

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• Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

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• Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

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• Cooling-off Period Just Got Better: More Coverage, More Control

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• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Revenue Management: #7 Revenue Recongition in Construction & Real Estate Industry

  If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones

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• Email Integration - Zoho CRM - OAuth and IMAP

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  How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

• Restrict Employee mail deletion

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• 554 5.1.8 Email Outgoing Blocked.

  Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.

• Zoho IP blocked by SpamHaus

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• File Upload in Creator's Subfrom

  Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

• integarting attachments from crm to creator

  when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

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• Trigger workflow base on email clic

  Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,

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