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Internal vs external thread
Hello, I am curious if anyone has found a solution to this. In our organization we have both internal and external communication. Meaning we converse with the customers through Zoho desk as well as sales reps on our team who work with the customers. We
no puedo crear un nuevo correo
Buenas tardes, estoy intentando redactar un correo y este no me deja crear uno nuevo ni reenviar, me podrian ayudar por favor y gracias, mi correo es marlidis.molina@movistar-corp.com
"maximum of 3 levels of Query over Query tables only allowed" when saving 3rd level query
I am getting the mentioned error when trying to save a Query Table that's 3 levels deep. My setup: Table A is an actual table, created importing CSV data Table B is created with: select extract( YEAR_MONTH FROM "date") AS "ym",site_id, count(1) as t from page_views group by extract( YEAR_MONTH FROM "date"), site_id Table C (the one that breaks when saving) is: select * from "Table C" where t >= 3Actually the only reason I have Table B is because I can't use the "t" column in the WHERE clause.
How to add portal user as approver?
Im struck in the process of creating a Approval Flow . I want to make portal user as approver but approval page is not showing to portal users . so, how do i add portal user as approver?
W9 Tax Form
Hi Team, I hope you are doing great! Can you please help with with your W8/W9 Tax form? My accouting team is asking me for that. Thanks Juan
Sync Outlook Contacts
How can I sync my Outlook contacts with Zoho CRM, so when I add or edit in one database, the change will be made in both databases? Note - I am using Microsoft Office for Mac software.
Displaying an image from a subform on a record template.
I'm trying to display images from a subform in a record template. It is working however I would like the images to shrink to fit on a the A4 page which I've set the record template to show. I'm pretty sure I need to edit the HTML on the record template
Multiselect to choose who receives email notification
I have a multiselect field to choose which email addresses to include in email notifications. Unfortunately workflow doesn't seem to recognize the multiselect for criteria. Is there another way other than to have a separate notification for each?
Some text input under Product Description cannot be seen
Under "Quoted Items", we have a long description under Product Name. When viewing on my desktop (windows), sometimes I can't see the text that's right at the bottom. I can see it on my mobile app. It happens with certain quotes; probably those with more
Large Forms Use Case
We have a site where we collect lots of form data on many forms. We'd like to come up with an integration solution that stores all of our forms and form submission data in zoho. What would be the best tool for this use case?
Desk and CRM section on chat disappeared
Hello, We are setting up SalesIQ for our departments and it is integrated with Desk and CRM but we can not see the section that shows these integrations while agent is in a chat. How can we put that section back? It was showing on the chat window, right
FUNCTION NEEDED: Delete all open activities with a custom button on a record
Hey Zoho masterminds! I need a custom button that deletes all open activities on a record. For the sake of the example, how can I write a function to delete all open activities associated to a lead record? Thank you!
gmail extension really needs a link back to the original email!
Please add a link back to the original email into the zoho projects gmail integration so that once the task is completed the relevant email can be easily found and replied to to update the client of the progress/completion or ask for additional information. Todoist does this brilliantly in their gmail integration and I used their task management because of this seamless email > task > email with a single click without leaving your inbox feature. I am now trying hard to migrate my businesses to using
Zoho Connect - le réseau social de votre organisation
Une communication efficace entre les personnes au sein des organisations conduit au bien-être organisationnel. La communication doit franchir des obstacles tels que la surcharge d'informations, les problèmes de fuseaux horaires et de localisation, les
my notecard is locked
My notecard locked as I forgot passcode. I have already signed in and have sent mail. Received reply for change in passcode . I reset it still not working. Please help
Changing Page Orientation in ZOHO Notebook
I have tried to change my notebook into landscape from portrait. I have not found any options Please help with page orientation options.
Date & Time Stamp
How do I add a date stamp and a time stamp to my notes?
Sender Address Blocked 554.5.1.8
Hi My email address is blocked with following error code pingping_test1234@zohomail.com Authentication failed:554 5.1.8 Sender Address Blocked I tested the appearance of the letter to see if there were any changes that needed to be made. Test and press
[Product Update] Discontinuing some fields support in Xero - Zoho Analytics integration
Dear Customers, An update in the Xero - Zoho Analytics integration. The following fields will be discontinued from 31-January 2023 due to some technical limitations in Xero and Zoho Analytics. 1. 'Quantity On Hand' field in the Items module. 2. Field
Adding split row in subform?
Hello, On the stock Quotes module there is a subform with a split row where the product name is a lookup field and immediately under it is a field looking up the longform description of that product. I'm trying to recreate this subform layout, but I can
Zoho WorkDrive API - Pagination not working for Get list of files and folders (/api/v1/files/<id>/files)
I'm not clear as to how to enter pagination parameters for Zoho WorkDrive (get files). (I don't think it matters but I'm using Postman.) In the documentation it states: Note: For pagination - We can pass below query parameters with encoded url. page[offset]=0,50,100... page[limit]=50 filter[type]=all I've tried many different methods including: https://workdrive.zoho.com/api/v1/files/abc123abc123abc123abc123/files?offset=0&limit=50&type=all https://workdrive.zoho.com/api/v1/files/abc123abc123abc123abc123/files?offset%3D0%26limit%3D50%26type%3Dall
How to Set up Zoho CRM Custom Services Connections with OAuth2
I am trying to make a connection to zoho writer so that i can have a custom function make a merge document when a deal is created in zoho crm. I followed all of the steps here for setting up oauth 2 for the authorization. I managed to do all of that without
How to add a Job ID to a tickets subject line in ZohoDesk?
Been trying to add a custom field's content to the begining or end of a a tickets subject line with no luck. I've been trying to do it with a merge tag but it only pasts the merge tag not the data in the macro. I don't have any programming experience
migrating from zoho docs to WorkDrive with a paid zoho mail account
When I logged into zoho docs today: https://docs.zoho.com/home#allfiles I was met with the following banner: Zoho Docs will be discontinued on Feb. 15, 2023. Migrate all your users and data to WorkDrive. Learn moreMigrate Now The Migrate Now links to:
Convert Maildir to PST in Batch Mode at Once
Users can rely on CubexSoft Maildir to PST Converter to import multiple Maildir files into PST at once. As there is no data loss or error that may incur while converting from Maildir into PST for sure. This Windows OS-supported application supports all
Tag Management
Hi there, We currently use another ticketing system and use Tags for tickets. In our current ticketing system, we can manage tags which includes; Merging tags Deleting tags Adding tags It's also important for us to limit agents from adding tags (which
Share Template between Campaigns + Marketing Automation
Is there a way for me to share a template between Zoho Campaigns and Zoho Marketing Automation?
Zoho Desk not receiving email from outside domains
Hello, We have a few different support inboxes. We've recently noticed that one of them does not seem to be receiving emails sent from addresses outside of our domain. This issue does not appear to be happening with any of the other inboxes. I just tested
Loop with other ticket system
Hi! Could someone tell me what should I do when our Desk system sends mails back and forth with other ticket system (e.g. Freshdesk)? What is the best option here? After half of hour we received over 40 tickets... Is there any way to avoid those kind
Need a solution to navigate or create dynamic links for long forms
Novice coder. I am using creator to customize an app for a particular project. The forms required are extremely long. How can I shorten the forms or make them easier to navigate?
Images Stored in Zoho Workdrive not displaying in Sheet after putting the image URL
I have generated a form from which images are uploaded onto zoho workdrive & the image URL is stored in a ZOHO Sheet. Now when i try to Display the image it shows a broken image link. When I try to go insert Image from the insert from URL, in the dialog
Zoho WorkDrive / ZohoDocs & Zoho Projects integration
Hi, Is it possible to integrate either Zoho WorkDrive / ZohoDocs into Zoho Projects? The ideia, is when I update a file from my PC, it shall sync immediately to Zoho Projects documents tap. The current documents tap on Zoho Projects, require a manual update of each file, which is not efficient.
How to report on Potentials that have changed to a specific stage within the last 90 days
I am trying to create a report that will show all potentials that have moved from any stage to a specific stage within the last 90 days. I cannot for the life of me figure out how to achieve this.
How to add a Trendline to a chart inside sheet?
Hello Zohos I am very please with the improvement of Zoho Sheet since I used it last time Im still missing one thing that I easily have access to in MS excel : Add trend trend line I found a way to calculate the regression line by: =FORECAST =SLOPE =RSQ But I'm pretty confused how to get the line on the chart with the data. Are there any solution to this?
Divide invoice total into monthly or quarterly payments
Hi all, I run a property management company, and I invoice property owners for their annual communal fees, that pay for items such as a shared pool and the gardening etc. Usually, I have invoiced quarterly. I calculate the annual fee and divide it by
No muestra las concordancias de correo
al momento de escribir el destinatario no muestra las sujerencias
email address autocomplete
Hello, My email address autocomplete has stopped working. Can you please suggest how I can fix it as I rely on the auto complete to email different people? Thank you
Composite Items: list of Articles to be ordered
Hi Zoho Team, one of our customers has a need for it: with the order of several Composite Items, some products are not in stock and need to be ordered. The customer wants a single list of all the Articles to be ordered to be produced and not a list for each single Composite Item. Example: we have a SO for the Composite Item "A" and one SO for the Composite Item "B" when we create the bundles we discover that for the Composite Item A we need to order few Articles and the same happens for the Composite
Tip #44: Organizing your Notes in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences. Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status. However, each person may prefer to read them
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