File Transfer Dialog

Hi,

Just an Idea or recommendation that will make Assist more easy to work with.

When sending a file this dialog appears on the screen:

If we need to change the location where the file is going to be copy and press 'Change Location"

we get a dialog for that but behind this first dialog:

We then need to move the file transfer dialog to be able to select the location.

It would be less annoying and very nice that the File Location dialog appears on top and not behind the first dialog.

I hope you can work on this and make Assist a better system to work with.

Thanks

Javier

• Topic Participants

• Infopro Consulting LLC

• Ambrish V

  

• Sticky Posts

• Zoho Assist: Important Security Upgrade Notice

  Dear Customers, We're committed to providing safe and secure remote connections across networks and devices. To uphold this commitment, we're upgrading to an updated security protocol. This change won't affect our support for major operating systems.

• TLS v1.2 Upgrade and Changes to System Requirements for Zoho Assist

  As we tighten our TLS v1.2 security update, admins and users need to be aware that supported versions of operating systems and web browsers will change after October 31st, 2018. After this date, we will retire support for clients using TLS v1.0 and TLS v1.1 protocols. In order to support these changes and meet the updated PCI standards please ensure that computers configured for Unattended Access are updated to TLS v1.2 and use web browsers that support the latest update. What is TLS v1.2, and why

• Release Notes: Version 1.82, February 2015

  New Chrome Extension: Start a Session quickly! Recently, we have released a  Chrome Extension , which enables you to start a session instantly. You can simply enter your customer email address and start a session right from your browser extension. Make sure you are always logged-in to your Zoho account in your chrome browser so that you can avail the professional edition features if you are a paid customer. Supporting your Mac customers is much easier now! We have deployed a new Customer Console

• Release Notes: Version 1.1205, May 2012

  This version of Zoho Assist includes the following changes. Enhanced Mac OS support We have increased the support quality and connection speed for the Mac OS. This will suit its higher resolution and enhanced graphics and to provide a better screen sharing experience. Smoother keyboard synchronization Typing and working with remote keyboard is a breeze now, with the refinements made in keyboard synchronization. This will achieve smooth and consistent remote support experience, just like working in

• Please read this before making a post!

  Hello all Welcome to Zoho Assist forums. Zoho Assist is the remote support and remote access software from Zoho.  The sub-forums, 'General', 'Instant Remote Support' and 'Unattended Remote Access' that are listed in this forum are only for queries related to Zoho Assist. If you're looking for assistance or support on any other zoho products such as Zoho Mail, Zoho CRM etc., kindly check for the relevant product forum at https://help.zoho.com/portal/en/community/ Thanks in advance. Looking forward

• Recent Topics

• Automatically updating field(s) of lookup module

  I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

• Constraints on Tasks

  We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor

• Moving Project Dependencies Not Moving Precedessors

  Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting

• Can you set task due dates to be "x" days before the milestone?

  We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!

• Change script to add fields

  Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

• Integration between Zoho CRM and Zoho WorkDrive

  I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf

• Default ticket template in helpcenter

  Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

• Expanded data-capturing capabilities with enhanced tabular sections

  We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections

• Integration of Business Hours in Email Templates

  Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email

• Introduction of Robotics Process Automation in Zoho products

  It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding.   Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage

• Zoho CRM Calendar View

  Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

• Add Owner to deluge-created module record note

  Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));

• Blueprint - Field Validation Criteria (During)

  When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• Use image on img HTML tag

  Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,

• ZOHO Compain emails going to spam after authentication is successful

  Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.

• Security Policies

  To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling

• Zoho CRM functions editor is not in the programming language deluge

  I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.

• Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

  Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

  I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from

• "Age in Days" calculation in Advanced Analytics

  Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you

• Unused items should not count into the available number of custom fields

  Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.

• Automatically set quotes to "lost" if deal is set to lost

  Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!

• Subdomain

  How can i make subdomain in my zoho website

• A/R Aging Details shows wrong aging days

  In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.

• Global Choice List share ownership

  I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

• Domain Transfer

  I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.

• Project Templates & Reminders

  I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from

• Kaizen #126 - Circuits in Zoho CRM - Part 1

  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

• Create customized SLAs for your customer base with support plans

  Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending

• Zoho Flow or Schedules

  I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times

• Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

  Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December

• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

• Workflow - Execute Based on Date

  Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date].  Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly

• Can we set a BCC address as default to show while sending emails?

  Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC address

• Make collecting payments from your customers in Bigin easier with payment links

  Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets

• Basic Price List Functionality Still Missing

  I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that

• How do I hire employees????

  Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,

• Advanced Framing Techniques

  I'm a construction professional passionate about optimizing building practices, and I want to share my insights on Advanced Framing Techniques with this forum. When I first learned about these methods, I was amazed at how much efficiency they bring to

• Next Page