Rewinding Qntrl's 2021-- What's new? What's next?

Rewinding Qntrl's 2021-- What's new? What's next?

It’s been a busy year for all of us with juggling the idea of hybrid workspaces or going back to offices. With this in mind, we wanted to do our part to help our customers ease their interaction with workflows—be it from their home or office.
 
User experience has been our top priority this year. We hope our interface revamps have opened up a refreshing and simple experience with the product. Let’s take a look at all of Qntrl’s major releases in 2021.




    • 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
    • Recent Topics

    • Zoho CRM - best way to search an account and assign to a deal

      Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally
    • Zoho Rating

      When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an email
    • Zoho GC Flow is not showing in IM Channels

      I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned these
    • Sharing Knowledge Base articles across multiple departments

      It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install
    • Contacts marked as Spam are shown as Contacts in tickets.

      Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically
    • Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter

      Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo
    • Real Estate CRM

      How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.
    • Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report

      In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our
    • Is there a Kanban view of Tasks across all Projects?

      As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.
    • Set recurring tasks in Zoho Support?

      Hello,   We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically?   Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,
    • Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?

      Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are
    • Schedule a regular backup

      In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.
    • Limit who can submit a support ticket to your site?

      Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to
    • Is there a way to request a password?

      We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,
    • Allow us to disable the Reopen Ticket button after a ticket is closed

      Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business
    • How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

      Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed
    • Admin Control for Default Email Templates in Zoho Desk

      Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally
    • Lock out of account after password update

      This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,
    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
    • Multibrand Help Center - Share knowledge base catgories between multiple departments

      Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we
    • Unable to upload document error on zoho sign

      i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');
    • Cloud to cloud folder migration from Sharepoint to Workdrive

      I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder
    • Zoho Sign / Prefill By You - Editable by Them!

      Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them
    • Kiosk Studio wrap-up | How our community used kiosks in 2024

      Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community
    • Zoho Crm - Inventory Integration

      Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.
    • Inventory Valuation Method Feature

      Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
    • Where is the customization and extendibility of zoho inventory?

      After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we
    • Organization Variables - Restrict Access

      Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
    • Zoho takes too long to load...

      I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?
    • Modules are continuously loading

      Hi! We are not able to open the task modules, it keeps continuously loading
    • Execution failure when fetching a Name field from another app

      In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;
    • Accessing Subform Data using getRecordByID

      I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,
    • Allow customer to select meeting duration

      I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.
    • Can you internally tag/categorize posts for campaigns?

      Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).
    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
    • Connect multiple Facebook ad accounts to Zoho Social

      Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several
    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
    • Creation of Path and subpath

      In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and
    • Assign task owner using Deluge

      Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where
    • Meta and Facebook data report discrepancy

      I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
    • Next Page