Questions Answered
? #1 (0:52) I’m new to Zoho Projects but have been using CRM for a while. I’ve run into a problem with Projects that I have to think has a simple solution I’m somehow overlooking.
The problem: I’ve created a project template for a standard project my company goes through with most clients. I’ve enabled the default Task Automation Workflow Rule “Assign Task to Project Owner by Default” and left the task owner for all of the tasks in the project template as unassigned. However, when I create a project from the project template, the task owner is not being updated to the project owner. I’ve tried playing around with it a bunch, and it’s still not working properly. Is there something obvious I’m missing?
? #2 (2:41) For quotes, we have product variants of each service and optional offers that can be added. By default, in CRM, we need to add a product for each variant to the products module. Having no physical products but services, is it worth using Zoho Inventory or a custom module to make it easier for users? Or will product categories help in this?
? #3 (7:30) I am putting together our workflows into Zoho Projects. We do digitization of large archives, and our projects involve numerous people and departments…etc
I would love to see some examples of how other people have used Zoho Projects blueprints…etc and how tasks are bests handed from one person to another…if anyone has learned some lessons to share
? #4 (12:45) Is there a way to make each Deal in a CRM become a Milestone in a Project? The use case is wanting to have a single Project match up to an Account or Contact in CRM…and then have each Deal associated with that Account/Contact match up to a Milestone in the singular Project. I’m looking to avoid having 10 Projects for a single Account/Contact. Most of our Deals will have 95% of the work done within the first couple of months, and then it’s basically an annual checkup/revisit after that. Because every year after that there are a few annual tasks, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account/Contact. (Let me know if my thinking is off here!)
? #5 (15:14) Wow! You guys are amazing! Can you guys also answer my follow-up regarding sharing notes with a non-family contact (i.e. CPA, realtor)?
? #6 (19:57) I am trying to setup this integration base on what Tyler has suggested (IT admin submitted a ticket to the server manufacturer about some hardware issue, later a campaign is sent to this IT admin to share further news about the server etc). The only place I can enable the integration is from Zoho Campaign. There is no further configuration that I can find after enabling. Then I go over to Zoho Desk and there isn’t any configuration that I can find.
So how can I enable this use case between Zoho Desk and Zoho Campaign. Previously, I was able to trigger a Zoho Survey (with ticket ID) once a ticket is closed but I am very keen to know how I can enable Zoho Campaign when the ticket is closed?
? #7 (22:35) Hello! Your content about GPT and cliq was very helpful and easy to follow. I just want to thank you for that. We just noticed that the GPT bot we have in Cliq had strange responses. Is it possible that Cliq Bot is accessing an earlier version of Chat GPT? Thanks!
? #8 (28:55) Does Message media have an IOS app?
? #9 (29:49) Can I sync Google sheet data to Creator?
? #10 (32:27) I am having problems setting up the field rules. I have hidden a field, but when I try to set up the conditions it doesn’t come up in the options.
When the user presses Yes it’s supposed to change the field from hidden to shown as per how you did it at 14:53 … it’s not bringing out the hidden field as an option for me.
? #11 (34:32) Howdy, I’m using Zoho Sites as a Customer Portal for a client facing tool.
The issue I’m running into is that the default “CRM Integration” is extremely lacking. It’ll only create a new contact (not in the database) and mark their source. Existing contacts are able to create an account but short of a daily manual import I can’t figure out a way to mark the folks that already exist in our database when they sign up.
I’m thinking that Deluge/Zoho Flow has gotta have a better way of doing this but I’m stuck.
Alternative solutions/questions:
Is there a better Zoho tool than Sites for creating gated content?
Is it possible to make my Zoho Sites “Sign In” an embedded Zoho Form?
? #12 (38:51) Greg’s answer to his question during Question 2: Can you add a lookup field to a line item on sales orders in the CRM?
