Questions Answered
💬 1. (0:40) If we want to use Zoho Analytics data only for Zoho One users and not third parties, how would we share it, if we don’t want to allow making views public?
💬 2. (3:26) Do you know if there is a way to have some of the knowledge base articles directly on a WordPress site?
💬 3. (7:24) Is there any way to do a static meeting room (like zoom) in zoho meeting?
💬 4. (8:23) Are [CRM native attachments] searchable using the global search in the top right corner?
💬 5. (10:30) I realized I can’t delete a Zoho Projects admin from any project. So whoever is admin can’t be restricted from accessing projects that might be restricted because of an NDA. Whenever a Zoho specialist needs to modify Zoho Projects they can’t be restricted from accessing all projects. How are you handling this?
💬 6. (15:41) With Projects I could associate a team folder with all customer folders in it but it does not allow sub-folders to be associated with Projects. So in Workdrive I could not even have a team folder “Projects” with subfolders for each project. The only solution support gave me was to have a team folder for each project so Workdrive would have hundreds of folders on the top level without structure. What do you suggest?
💬 7. (20:00) Does [the WooCommerce Integration with Zoho Inventory] do two-way syncing? if I update prices or inventory in Zoho, does it reflect in WooCommerce?
💬 8. (22:52) I have a custom module in CRM and I actually need to send out a W-9 to people in that module. I have all their info except their SSN and I would like to use a TEXTBOX or FILLABLE FIELD to allow them to enter their SSN on the form. But I can’t figure out how to integrate all the fields I have in CRM on the form and ADD the ‘fill by them’ field for the SSN. All I can seem to figure out is to add their signature/initials to the CRM template. Any ideas?
💬 9. (27:17) Are you willing to share the script or how [the Zoho Books to Stripe POS Integration] was implemented?
💬 10. (29:17) Is it possible to apply proper capitalization [in Deluge] if the first letter of [a string] isn’t already capitalized?
💬 11. (34:24) When testing my [Campaigns] workflows, I typically use a plus sign in the email so that I can sign up a few different users with the same email. However, these Leads/Contacts are skipped in the Zoho Campaigns sync due to “Invalid Pattern”. Is there a way to change this, or a different method for testing live flows?
💬 12. (36:58) I have a number of workflows that [update Lead] status. However, these leads aren’t entering [a blueprint associated with a related status]. If I manually change the status then the BluePrint works perfectly. How do I get the Workflows to daisy chain and make the Lead enter the Blueprint?
