What's new on Zoho Marketplace for January 2020

Zoho Marketplace houses over 885 extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in January 2020.

	Client Portal Extension for Zoho CRM Select which Zoho apps are made visible to your customers while configuring the appearance to fit your website. Give your clients a single portal to manage all of their work with you. Click here to learn how it works.
	7Moor Telephony Integration for Zoho CRM Offer a better customer experience when receiving or making phone calls. With single-click dialing, screen pop-ups for incoming calls, and automatic call logging. Manage all your phone-related activities from within Zoho CRM. Find out more by clicking here.
	AloTech CTI Adapter for Zoho CRM AloTech is the world’s first call center powered by Google. Integrate this with Zoho CRM and enhance customer experience with AI speech recognition, blended inbound/outbound calling, and many other call management features. Click here to learn more.
	Brekeke PBX for Zoho CRM Work with multiple organisation accounts from Zoho CRM on a single server. Enjoy the ultimate multi-tenancy capabilities. Offer web chat and video calls on your website, allowing visitors to contact agents from their web browsers without installing special applications. Check it out here.
	JustCall Phone Bridge for Zoho CRM Make and receive calls from within Zoho CRM and automatically log all your calls, saving up to 375 hours per agent per year in time and effort. Enjoy features like click-to-call and screen pop-ups that will give you a gist of the customer profile before you initiate a conversation with them. Find out more by clicking here.
	Netelip Extension for Zoho CRM Boost your sales using the Netelip extension for Zoho CRM. Benefit from convenient features like direct and indirect call forwarding, click-to-dial, call history, and on-screen call pop-ups. Click here to learn more.
	Notes Filter Extension for Zoho CRM Filter and sort your notes by creating tags, and quickly find that one important note you recorded ages ago. Find out more by clicking here.
	Prospector for Zoho CRM Identify the best prospects by searching through an extensive database of UK businesses. Gain access to data on over 6.5 million businesses from within Zoho CRM and automatically update information such as company numbers, incorporation dates, SIC codes, turnover, liquid cash, current assets, and more. Check it out here.
	Zoho Survey for Zoho Desk Gather the information you need to improve your customer service. Create surveys and send them out to your clientele. Learn how your tech support engineers are performing, get ratings after each service request is closed, and keep improving. Check out the extension here.
	Play Store integration for Zoho Desk Fetch your Play Store reviews and create Zoho Desk tickets out of them. Reply to reviews directly from Zoho Desk, and your responses will be added as replies to the reviews in the Play Store. Find out more by clicking here.
	Advanced Ticket Filters for Zoho Desk Filter tickets with custom field values as well as default parameters like an assigned agent or due date. Select multiple filters at a time and increase your productivity. Find out more by clicking here.
	Adobe Sign for Zoho Projects Reduce the turnaround time on agreements by using the Adobe Sign extension for Zoho Projects. Send agreements, view their signing status, and even revoke the agreement without leaving Zoho Projects. Try out the extension by clicking here.
	Harvest for Zoho Projects Track task times in Zoho Projects easily with this extension. Start or stop the timer widget to record task times and gradually increase your team's speed and efficiency. Click here to learn more.
	Training Academy Management Created with Zoho Creator, Training Academy Management is the perfect solution for managing short, medium, and long-term programs or courses. Prepare timetables, record marks and attendance, manage student and trainer profiles - all in one place. Check out the application here.

• Topic Participants

• Reena Makwana

• David Haddad

  

• Bantock

• Sticky Posts

• What's new on Zoho Marketplace

  You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace

• Recent Topics

• How to get the Dashboard page to be the first page when you open the app

  So when it opens on a tablet or phone it opens on the welcome page, thanks.

• How I set default email addresses for Sales Orders and Invoices

  I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

• Notes Attachments

  Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

• Formula fields not refreshing until page is reloaded

  I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

• How can I setup Zoho MCP with Chat GPT

  I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

• Export Invoices to XML file

  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

• API ZOHO CRM Picket list with wrong values

  I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

• Group Emails

  I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

• Enable Password Import option in ulaa browser

  Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

• "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

  Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

• Client Script | Update - Introducing ZRC: Simplified HTTP request library

  Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho

• Selection Filed for Data Export section

  Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose

• Text wrap column headers in reports?

  Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

• What if I dont see contacts on the left side list

  My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.

• Comments Vs. Replies

  I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

• Transitioning to API Credits in Zoho Desk

  At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

• Add Custom Reports To Dashboard or Home Tab

  Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

• Resetting auto-number on new year

  Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

• Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

  Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.

• Microsoft Phone Link

  Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

• Voip Phone system that integrates with Zoho

  Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

• Removing Related Modules Lookup Fields Assignment / Relationship

  Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

• [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

  Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

• Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

• Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

  In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

• can I link a contacts to multiple accounts

  can I link a contacts to multiple accounts

• Rotate an Image in Workdrive Image Editor

  I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

• Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

  Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Open Activities view.

  I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

• Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

  I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

• Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

  I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

• From Layout to Code: Finding Custom Field IDs in Zoho Projects.

  Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

• Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

  Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

• How can I transfer data from Production to Development environment?

  Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

• Billing frequency is not displayed correctly.

  Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

• Calling Function via REST API with API Key gives 401 using Zoho Developer

  Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

• Session Expired

  I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

• Employee type and source translation

  In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

• Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

  Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

• Next Page