Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community

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• Kinjal Lodaya

  

• Sticky Posts

• CRM - Astuce #5 : Effectuer des actions en masses

  Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

• Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

  Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

• Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

  Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

• CRM Blueprint #5: Glossaire

  Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

• CRM : Ajoutez de la couleur à vos balises CRM

  Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but

• Recent Topics

• Selling a product consisting of several components

  hi all,  I have a small issue with inventory items, I am a perfume company, and my product consists of many items,  how can I manage this, from purchase the items and convert them to be one item ready for sales  - using ZOHO platform ..

• How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

  Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

• [Zoho Flow] Problem using "Send document for signing"

  Hi, I get the error "Zoho Writer says \"An Internal Server Error occurred while processing this request.\"" cant understand what exactly the problem is. Any ideas? Thank you KR, Victoria

• Fusion d'un champ image avec Writer ou Template CRM

  Il semble impossible pour le moment de fusionner dans le CRM un champ de type image vers un template. Par exemple : fusionner une image située dans le champ devis du CRM vers le template 'inventaire-devis'. Impossible également de réaliser cette opération

• Gestion de suivi des expéditions

  Le suivi des expéditions est un élément indispensable à une gestion réussie de la chaîne d'approvisionnement. Aussi bien le fournisseur que le client peuvent bénéficier de la transparence et de la responsabilité apportées par le système ; ce dernier fournit

• Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

  Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

• How to drag and drop documents from Workdrive to Outlook

  Does anyone have an idea on how to drag and drop a document stored in workdrive into an email as an attachment in outlook? Similar to how it is possible to drag and drop documents from File Explorer stored documents straight into outlook as a static attachment.

• Enhance Delay Configuration in Zoho Flow

  Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

• incoming email not blocked

  I am continually having to add emails and domains to my blocked list, but Still get an occasional email that is on the lists but does not get blocked. Suggestions?

• Showing Amount Achieved Towards Target on Zoho CRM Dashboard

  I thought I'd create this post to stick a flag in the ground. My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets. The problem: After several

• Reports for "current user"

  <Note: Topic relocated from "Start a discussion" to "Ask a question". Former post deleted.> Is it possible to specify an advanced filter for "whoever is logged in", instead of having to pick a specific user? I want to create one report the can be used by all members, but will only show data that belongs to the person logged in. When setting up the report, I want to use an advanced filter that is something like "Lead owner" "is" "${CURRENTUSER}". So the generated report will be specific to the member

• Global Subforms

  Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approved

• Add Subform Field based on Record Field

  Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include

• Where are scheduled emails stored?

  After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

• Sheets are unbearably slow

  I'm doing some extremely simple sheets. Like 2 sheets each with 200 lines and 10 columns and a simple vlookup. ABSOLUTLY can not wait 20 secs to flip between sheets. What's up? anyone else having this trouble? Been this way for about 4 days now. Both

• Rich text support for Notes

  Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: The votes for supporting Rich Text for multi-line fields is captured in the

• Colour Coded Flags in Tasks Module List View

  I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due

• Notes formatting

  I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASE

• Linking records from different modules

  Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the

• Quickly send emails and sync conversations with custom email addresses in CRM

  Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

• Business_hour (by minute)

  Hi Zoho Team business_hours formula can only give the difference of time or day between two dates. (In the time calculation, it can only calculate the exact time. For example, it can give the difference between 16:30 and 16:55 as 0.) I want to calculate

• At transaction level Discounts for Zoho books UAE version

  Dear Team, Please add transaction level Discounts for Zoho books UAE version. I have been requesting Zoho team past 3 years, Transaction level Discounts is a mandatory option required for our business needs. Zoho books Indian version has the option then

• Where do Review Questions appear on the Performance Assessment?

  Hi, I want to create a Performance Assessment including only compentencies with a multiple-choice format, and a final open-text question after the competencies asking for justification of the previous objective questions. Can Review questions work for

• Exit details not linked on employee profile

  Dear Team, The exit details that were filled in are not appearing in the employee's profile, and it seems the data is missing entirely. Please advise on how to proceed. Regards, Preetika

• Client Script: Any plans to add support for multi-select field with onChange

  Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

• Versioning of Quotes and Invoices

  Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)

• Banking - User Roles - Access To Single Bank Account

  Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts

• Does Zoho US Payroll now support employees in multiple states?

  Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.

• Help! Unable to send message

  Help! Unable to send message I have this email sales<at>teadvancehydraulics<dot>com, but I couldn't send outgoing email. (Reason:554 5.1.8 Email Outgoing Blocked.) Can you please help?

• CRM Mail merge issues

  How do you configure the page on mail merge, from ZCRM??. I have written a template and structured the filters. the print preview is on one page.  I merge the document.  The merge reformats and then the document formatting moves higher and higher until by page 5 you have two half letters!!!  Very frustrating. Does anyone know if I need to insert a page break or how to correct /format this so it doesn't happen?? Help.  L

• New notecards not syncing across devices

  Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there's

• Power of Automation :: Auto update a custom field based on Parallel transition under Blueprint

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Push error with Zoho Books and Zoho CRM

  I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.

• Sales Tax Rates

  Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilities

• Feature Request: Ability to copy notecards to Windows desktop

  Hello, Please consider adding the ability to copy notecards to Windows desktop. Thanks!

• Add RSS Feed Feature to Zoho Desk Communities and Knowledge Base

  It would be very useful to be able to get updates on content which is relevant to me from Zoho Desk Communities through RSS and also push my own Zoho Desk Community content to other platforms through RSS.

• Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

  Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

• Add customer to account based on domain name.

  I generate reports based on a the account field, i.e. companyX. In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates

• Zoho One Apps is not populating once clicked

  Hi Support, The Apps Menu button (corner right next to my profile) is not loading. It keeps flashing but nothing is showing up. When I type quick in the search bar to locate quickbooks, it continues to flash with no apps shown. Thanks

• Tablet Pencil + Fillable Form

  Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing

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