Zoho Desk now integrates with Trello
The customer service team is tasked with taking good care of customers and helping them when they need assistance. When there is problem, they manage communication with the customer, while operations teams fix the problem behind the scenes. In order for both teams to be effective at what they do, actionable information has to flow between them regularly. When that doesn't happen, it can create a communication gap between what a customer wants and what internal teams actually understand. If you use
Shopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'
Books API: Search invoices by custom fields.Variants: custom_field_startswith and custom_field_contains
I understand that part of this syntax is params = map(); params.put("custom_field_startswith", "zcrm_potential_id"); but how is the remainder of the filter specified? Is it another item in the set of parameters?
Articles you don't want to miss!
Hello Everyone, Hope all of you are doing well! We are super excited to share our monthly blog updates with all of you! This time, we have interesting blogs and infographics on some very essential HR topics including, recognition, training and development,
New Features rolled out on November 22, 2022
Support for Zoho Cliq To enable easy collaboration among the members of the organization, we have now integrated Zoho Cliq messaging service in Zoho Analytics. You can also create a Cliq group for each of your Workspace Groups. Click here to learn more.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My outgoing messages are blocked. Kindly mention the reason and unblock my email id genero@megacharcoalindonesia.my.id
Is there a way to tag contacts when using Zapier?
I'm not seeing this as an action when setting up a Zap, and it's extremely frustrating to not be able to add tags when someone purchases a class. I don't want to set up a separate topic list for every single class I sell, nor do I want to have to go in
What's New in Zoho Inventory - October 2022
Hello customers, We hope you’re doing well. This month, we've released a new edition of Zoho Inventory, enhanced the shipments module, and added powerful extensions that will supercharge your inventory experience. Here's what's new in Zoho Inventory
Highlighting
Hi!, I have regular problem with the use of highlighting: B,I,U The toggling to activate these highlights not taking place...Many times we have to click several times these icons...Can you check? ---Srinivasan N K
4.7.500 Server busy - Unable to deliver emails to Outlook accounts
I'm unable to send emails today. I received undelivered messages for every email I try to send. I'm attaching the screenshot of the message. It is only happening when I send emails to Microsoft/Outlook emails. Now considering that most of the businesses
How to turn off Keyboard Shortcuts?
After a recent update, the Zoho mail app has an annoying bug whereby the list of Keyboard shortcuts pops up every time one types a question mark (?) character. How do we turn this off please? On a standard US keyboard (in common use where I live in
Recording Whiteboard
I am trying to record the video and it show my whiteboard. I recorded and the camera is only on me. Is it possible to show the whiteboard in the recording itself after I share my screen?
Referencing product fields in sales order fields
In the Zoho Creator app and have created an app in sales management. Wanting to reference a custom field I've added under Products in a Sales Order. The field is Hard_Cost and want to multiply by the quantity under the Sales Order, but it can't be found.
Yesware integration
Hello. Yesware is the missing link I've been looking for in email / crm / erp. It tracks opens and clicks - that is, for those who use Gmail or hosted Gmail. http://www.yesware.com/product-tour Yesware integration would be great. Yesware already has
Joining Two Tables - Error says "Same display columns presents in multiple tables..."
I am trying to write a query, but also join two tables to extract two columns from a different table The query below works perfectly without the "JOIN" at the bottom. My goal with the join is to join "Eagle_AllHoursReport" table to "Eagle_SAP_PlanHours"
Generating Public Link One-way video Interview
Hello, When a candidate is finished with the recorded video interview (one-way), is there any way that the video can be shared with outside sources? It would be nice if someone who does not have a recruit account can still play the video so generating
Deluge: How to get the application/octet-stream response using the 'invokeUrl' method?
I'm in the middle of setting up a 'scheduled email notifications' Flow, but I am unsure if this is the best path to do it. So alternate title for this post is "What's the best setup for emailing an inventory feed to your customers." The setup is simple,
InvokeURL variables from another form
Hi, I'm hoping the answer to this is easy and I'm just being dumb... just can't get the syntax right I have an InvokeURL task that works, but instead of making the same task for each company lookup, I want to substitute values from another Form. ie. I
[Upcoming Webinar] Automate your data pipeline and time to insight with a modern BI platform
Hi there! Businesses worldwide, small and large alike, are rapidly adopting automation across their workflows. Automation has become a key enabler to transform regular tasks into value adds for businesses, helping them focus more on revenue generation.
Track Einstellungen werden verdeckt
Wir möchten die Farbe des Tracks (die Übersetzung im Deutschen ist falsch, dort steht "Verfolgung") ändern und kommen nicht an das "Hamburgermenü", erst wenn wir einen weiteren Track anlegen. Siehe Bild.
Problem with loading of the editor at Zoho Learn
The editor of the content at the Zoho Learn app is very unreliable. Sometimes it loads infinitely. Sometimes when clicking to edit existing content it loads an empty page.
MX Verification failure
I've had verification problems for 2 days, now, I've tried contact the support but no one answered, feeling hopeless here and desperate now since there might be costumers who tries to contact me from my webstore.
Deleting Accounts record without deleting Contact Information
We have a B2B and B2C side of our business. In Zoho CRM, we use the Accounts module for our B2B side of our business, but for B2C customers we only keep them as records in Contact Information module. Periodically someone accidentally creates an Accounts
Crunch your spreadsheet data better with 7 new Zoho Sheet functions
Spreadsheet functions help you quickly compute, analyze, and visualize data. Zoho Sheet supports over 400 functions, now including TOROW, TOCOL, HSTACK, VSTACK, TAKE, DROP, and NUMBERVALUE to help you reorganize data as per your convenience. TOROW With
SHOW TIME SPENT IN HELP CENTER
Hi, I want to know if there´s a way to show the time spent in each ticket in the help center.
How to filter Values in a Dropdown List
I have a form to collect equipment category name. eg. Dryer, Heater, Cooler etc.... Form Name - 'Add Equipment Category" Field Link Name - "Equipment_Category" Then, I have a form where equipment names are being collected and each of them are being mapped
How to setup a email notification when an agent reply to a client?
Hello , when agent reply to a ticket I would like to send automatically an email notification to client with template like: “Dear Customer name, An agenti reply to your ticket. Read and reply Link ticket Have a nice day” How can i setup?
Custom URL Scheme Zoho Desk Knowledgebase
Hi, I want to know if it's possible to use a custom URL scheme for inserted HTML in knowledgebase articles inside Zoho Desk. Why? We specialise in support of macOS. But in the last few years, Apple has made it difficult to provide remote support because
Bigin Dashboard Drill Down Function
Dear, Dashboard information in Bigin CRM cannot be drilled down to see the actual data. For example if a KPI is added to see the number of deals that are in negotiation stage, we do not have the function to click on the result and see the detailed data. We have to go to deal module and filter it to find the desired results. Hope i am not missing anything. Please advice.
Syncing/Copying Data from Different Modules
Hi, I am trying to automatically copy data from one field in one module(Deals) to copy that same text to another field in another module(Companies) i.e. At the end of the deal process, user needs to add the account number as a final action. Once added,
Zoho DESK slow from 14:55 - 15:15
ZOHO desk is slow everyday from 14:55 to 15:15, this is everything from creating a new ticket, performing a blueprint transaction, or sending emails. I have asked our internal IT team to checkout anything that could cause slowness on our machines or
Writer spell & grammar check within the extension
Hi Writer team, Just an idea... a browser extension for the Writer spell & grammar checker? Maybe built into the Writer extension? The idea would be that we could check spelling but more importantly grammar in text boxes on websites. Just an idea :) Rgds Jon
How to change boarder colours
Hi Can someone please advise me how to change a boarder colour to transparent? Thanks
The most awaited Client Portal is now live!
Hello, We're here with one of the biggest features for Zoho Workerly— Client Portal. While many still feel emails and video conferencing tools are an excellent way to communicate with clients, the nuance of email and the consequent loss of productivity
Auto replies sent to my email during a campaign
We noticed a lot of out-of-the-office auto replies being sent to the email address we used for a recent campaign that we launched. Of course this are quick useless to receive in this context. Is there a way I can prevent those from coming to me? Also,
Zoho SMTP: Too many recipients / Server busy. Please try again later from [185.172.199.249]
Hello when replying on a ticket we are receiving this error message from the mailer-daemon: THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Mon, 21 Nov 2022 09:55:52 +0100 from support@**.zohodesk.eu
Publish spreadsheets, sheets, or ranges with specific customizations
Publishing a spreadsheet allows you to share your reports or data with a wider audience. To expand the publishing capabilities for your spreadsheet, we've revamped the publish controls in Zoho Sheet. New look, extensive options With the new publish
Associating a website visit to a lead.
I have the SalesIQ javascript installed. How do you manually associate a website visit with an existing CRM lead?
ZOho account through Outlook Just stopped working on all my devices
Never had any issues. Went in today on my desk top and my lap top and it will not bring in the email. It keeps asking for user name and password and I know I have the correct information there. What's up?
Zoho Campaigns API returning empty response
Hello, I'm trying to create a campaign via api. The campaign was created successfully, but the response provided is blank so I can't detect whether it was successful or not. Can you help me? Thank you!
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