Questions Answered
💬 1. (1:50) [In Zoho Inventory,] can I add unique specifications per serial number? If so, where would that information appear?
💬 2. (3:59) Can we use aggregate functions in js in Zoho Creator?
💬 3. (6:28) I’ve been researching parsing tools for a future project and implementation and haven’t found anything turn key(ish) that works as a plugin. I tried finding something that would work w/ Flow as well, but not many apps that I see that Parse. Essentially, I want to take a standardized Invoice that is sent to us from a Vendor after they ship us a Purchase Order (or Drop ship a Purchase order to our customer) and parse out the tracking number, carrier, PO Number and ship date. [ … ] Just wondering if anyone has used anything they found somewhat pluggable but doesn’t require Zapier or another subscription outside of the Parsing service (if needed, not high volume at all, maybe 25-50 a month).
💬 4. (8:21) Is it possible to have an SMS as part of the [Scheduled Emails via Zoho CRM] workflow?
💬 5. (11:06) How do I analyze the Time Entry on each [Zoho Desk] ticket, Agent-wise, Month-wise or Week-wise?
💬 6. (13:35) I am running into some trouble with Zoho Calendar recurring invites. A co-worker was creating a calendar invite in Google, and, at one point, had a synchronization configured between the two calendar accounts. I’m not completely certain if there is still a sync configured or not. This person now appears to be configuring the calendar invites using Zoho Calendar due to complaints as outlined below. However, the problem persists. Some of our association members use Outlook as their default calendar within their organizations. Those folks are sometimes receiving two to three notifications simultaneously from our calendar invites which is causing complaints to come in.
💬 7. (17:28) We have a number of folks that seem to use different email addresses at different times. When we convert these users from Leads to Contacts, it pushes in, using one of the emails. When they come back the next time, conversions force us to choose one of those emails, so if we keep the original email this person will not be recognized again. The only way around this seems to be, to create multiple contacts for the same person to account for different emails. Any suggestions around this or how to have Zoho put this in their set of upgrades?
💬 8. (20:35) Thanks for the videos…! I have a question… if I have a sales form with a subform with the detail lines, when I save the sale, how do I go and update the stock in the inventory? and how do I make sure that all update operations are completed, if there is a failure that reverts the changes already made, as it would in other languages encapsulating everything in a transaction operation
💬 9. (22:59) 1. What version of Zoho Creator comes with Zoho One as of September 2023? 2. Can older Z1 subscribers upgrade to Creator V6 if that is what comes with new Z1 sign-ups? Mine came with Creator V5. 3.Can either version of Zoho Creator access Custom Applications created within Zoho Connect via API or any other way? I manage an Internal Connect network and an External Connect network. Please address both if applicable.
💬 10. (26:01) Is this a glitch that [a Deal’s] Contact Name doesn’t automatically associate [to a Blueprint created task] when setting up a Blueprint Process?
💬 11. (31:40) If you could choose any provider(s) for phone and SMS, what would your Zoho One/CRM/Desk/Recruit phone and SMS configuration be? What is Zenatta’s core recommendation for the best experience?
