Questions Answered
(1:17) 1. Now I will have true data secure. Btw, is it possible to limit printing data from Zoho? Previously, at one of my jobs, we had a situation where sales interns literally printed several hundreds of pages of confidential data and stole them. 😀
(3:39) 2. Amazing video. I have one question though. If you have a post you did a year ago and would like to repost it, can Zoho Social go back and find that post and repost it on all channels?
(5:24) 3. Hey Team – I’m using Cliq’s Bot to bring ChatGPT into Zoho. Is there a way to use GPT 4? It looks like it uses 3.1 and I am an Open AI paid subscriber.
(9:10) 4. What happens when I want to import a list of contacts that ALSO has a list of associated “deals”? In other words – I am a lender and I have clients, and clients have loans. Some clients have more than one loan. So I can import clients, but then when it comes to importing their associated loans – how do I associate the loan file with the proper contact? Thanks so much!!! You guys are the best.
(10:53) 5. It’s a custom function? I’m building a referral program for my business. Forms to contacts opting in and getting their own pre-filled zoho forms link so I can track who referred who and determine type of reward based on 1-2 criterias. I can manually get the link :with a pre-filled url (zoho forms alias) but I would prefer a workflow giving them their link. They send it by sms or email and we get the referees as new leads. Very simple, but I don’t know functions (although flow is ok) and I lack the experience… Any straight answer? Also, I see developers talking about creating a custom module for more data, but nobody differentiate it with just having a lookup in leads and related lists in contacts.
(13:57) 6. Does this still work? (Referring to the YouTube video called Sending Embedded Loom Videos via CRM Formula Field)
(14:43) 7. How do I fetch related records with Zoho Flow? For example, I am trying to fetch a Contact module entry and then update the related Account to which that Contact belongs. For example: Fetch John Doe who works for Zylker Corporation. Update Zylker Corporation with a value in a custom field. I tried to use the “Fetch Contact” action, but then the output includes both the Account Name and the Account ID in an array format. Another example would be if you want to update a Deal for a specific Account. Do you always have to fetch by “Deal Name” or can you somehow get the Entry ID when you Fetch Account? Thanks!
(16:37) 8. Hello Community, I need you to be honest with me. Has anyone ever been happy using Mail Merge to create and edit documents? We need Travel Expenses Documents in Zoho People. As I am trying to edit a document based on PDF templated imported and when I try to place and move the fields, it just wears out my patience. In the past, I gave up using Writer to manage documents, but I thought after 2 years they would have it solved. I tried using both in Chrome and Firefox. Is it just me? Has anyone in the community succeeded using Writer to create and edit documents? Here is a piece of the result I am getting. When I try printing it, the fields appear out of place. Any Alternatives to using Mail Merge?
Here are the links to the help articles discussed:
Question 3: https://club.zenatta.com/c/code-share/zoho-cliq-chat-gpt-3-5-turbo-bot
