Recent Topics
Cohort - Zoho Analytics
I am developing a cohort analysis in Zoho Analytics for Tickets/Service Desk, which tracks the number of tickets created each month and when those tickets were closed. I have added a user filter for classification. When I change the classification using
Function #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
Helper Functions and DRY principle
Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to
Automation Issue with Email Templates in Workflow
Hello Zoho Support Team, I’m currently facing an issue with the automation setup in my workflow for following up with applicants. I have configured the workflow to send out emails with different templates, which work perfectly when sent manually. However,
Disable Private Reply.
Is it possible to disable the option to do "Private Reply" for tickets? The reason is that sometimes we click on reply or "reply all," but the system automatically selects "private." Am I doing something wrong? Thanks Rudy
Zoho Books | Product Updates | October 2024
Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting
Merge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
Failures installing Unattended Agent using Microsoft Intune
Hello, I configured Zoho Assist Unattended Agent using Microsoft Intune, following the steps outlined in this article, using a .MSI installer. I added a pilot group of users and for 6 of them it installed correctly and I see their computers in Zoho Assist
Getting list of calendar events over api for zoho mail calendar
Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let
Crear tarea CRM con recordatorio desde Zoho Flow
Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}
Recurring Bookings
Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to
Zoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org
Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros
Add an option to start zobot when user clicks the Chat with Us button
I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized
Ticket list sorting is now supported in the latest version of the Desk Android mobile app.
Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view. Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app either
Mass delete leads
How do I mass delete leads in ZMA? I want to delete leads that have not opened emails in 6 months. But I can only select 200 at a time - there are thousands.
Creator v5, v6 and v8 for Zoho One
Greetings, I hope find all doing well and safe. I was browsing the Zoho One page, where the details of each application's plans are outlined (https://www.zoho.com/one/plan-details.html?prd=zcreator). I noticed there are three versions available for Creator
Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled
Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes
Customer Account Statement
Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment
move or clone the custom layout
Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR
How to restart the timer for the 'First Response' field associated with an SLA.
Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.
Invoice filter issue
Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combination
Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."
I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address
Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?
How to delay automatic retainer invoice
Hi, we would like to use the functionality that there is a retainer invoice created automaticaly, when the customer accepts the offer. The "problem" is that the mail with the retainer invoice is sent imediatelly to the customer, which is kind of "impolite".
Refresh token not appearing
Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,
Quote item header via api
Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quote
Decrypting Secrets Returned by Zoho Vault API
Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",
copy the row to the end of table if under condition
Hi, my table is created from zoho forms entry. Lat's say that column 3 has value 1 or 2. when the value is 1, no action is needed but when the value is 2 I would like that entire raw was automatically copied to the next row - it is the end of the table.
my seo title , keyword and discription are not reflecting
I added seo title, description, and keyword on my products but they are not reflecting. Please resove this problem.
Integrate WhatsApp and ZohoOne
What is the most recommended application or tool to integrate WhatsApp and ZohoOne? That allows, for example: - When a new lead is generated in Zoho CRM, the lead automatically receives a message by WhatsApp. - In line with the previous point, schedule
Allow Zoho Cliq Admins to Manage External Channels Without Joining
Dear Zoho Team, Greetings! As a Cliq admin, I can create external channels, but there is currently no way for me to invite external users to these channels without being a part of them. There are scenarios where, as an admin, I only need to set up the
Invite External Users to Channels via Zoho Cliq Mobile App
Dear Zoho Team, Greetings! Currently, Zoho Cliq allows us to invite external users to an external channel through the web interface. However, this functionality is not available in the mobile app. We kindly request the addition of this feature to the
Deluge help - Looping in Zoho CRM
Hi! I am trying to create a function and struggling as I cannot get the function to repeat without. breaking. Trying to write a function (currently doing through schedule) to run daily. Searching for tasks that are 90 days or more overdue. If task is
Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos
Assistance Required: Email Authentication Issue (SPF/DKIM) for Domain clearskyaerials.net
Dear Support Team, I hope this email finds you well. I am experiencing an issue with my email services after linking my domain clearskyaerials.net (hosted on Zoho) to WordPress for website building. I am unable to send or receive emails, and the following
ZOHO MAIL not loading
Hello, My zoho mail is not loading. Both my desktop version and in google chrome. It opens but then doesn't load any charts. Are there any issues and how fast will it be resolved? Rafal.
Zoho Storage Limit in Account where Multiple Emails are Accessed
I have a main email account but also access three other email accounts set up in Zoho regularly so I set them up under my main account. Each account should have its own storage. However, I recently got a notification that my email was reaching its storage
Not Getting Emails
I am not getting any emails. All DNS is correct. I have been waiting for over an hour for my test email from my personal Gmail account to arrive into my Zoho Mail.
Unable to receive emails from WordPress website contact forms.
MX records are set up correctly, and email routing is set to remote. I am using WPForms on my website, which has been configured to send notifications to my Zoho mail. When I configure the notifications to my gmail account it works perfectly but I want
Next Page