Naming New Visitor Without Email
I often know who's on my site at a given moment (for example, they're on the phone and I direct them to a web page) but do not have their email yet. I'd need to name that visitor for spotting later but although the system assigns them a numeric name to their IP (e.g., 983567) with no other data needed, I cannot change that name to the real one. Why would the email be required in such case? It wasn't there to start with... Can it be made optional in that form, please? Later, if I get their email,
Duplicate tickets when second department is CCd
Hello, We have two departments with their own email addresses. However customers often CC the other address, which is effectively creating a new ticket in the other department: 1. If a new email - will create one new ticket in each department 2. If a
Using Google Drive with Zoho CRM
I like the concept of storing all my documents in Google Drive and have two questions related to its use with Zoho CRM: 1) When I add a document to a contact in Zoho and choose Google Drive, it fetches a master list of all my Google Drive documents regardless
Merge two organizations in zoho Books
I need to close one organization in Zoho Books and export the information to another organization under my control. Can this be done? Thanks.
In "Configure add record action" how do I set the value to whatever was entered in the form?
I am attempting to use data entered in Form1 to create a record in Form2. I simply need to set the value of Form2.Field1 to the value that was entered in Form1.Field1. Unfortunately the "Configure add record action" only seems to allow me to specify a
Grammarly and Zoho Creator
Hi there, I cannot get Grammarly to work on fields in Zoho Creator - this is especially important when we're writing important client documents. I have run the tests suggested by Grammarly, all of which pass (https://support.grammarly.com/hc/en-us/requests/new#/resolve-a-technical-issue/grammarly-browser-extension/i-don-t-see-the-grammarly-icon-in-some-text-fields/) This needs resolving as a matter of priority. See from the screenshot there is no Green icon in the bottom right of the text box.
Maximum number of contacts and campaigns in Campaigns?
Hi there, my company has a Zoho One annual subscription plan for each member of my team (21 people). How many contacts can we add in Zoho Campaigns and how many campaigns can we send? Thank you for your help! AM
CRM Integration owned by user from a different Zoho Customer?
Hoping someone had similar issue, as we are at a dead end trying to resolve this with support. We created a demo crm plus account a few months ago, converted to paid, and we have been battling an issue where desk will not integrate to crm, and desk will
First Citizen Bank Bank Integration issue
We have Zoho Books USA Premium Version, facing issue in First Citizen Bank Integration (Bank Feeds fetching) We have Open ticket with Zoho books team , Ticket no is 76522012, we are chasing since May 22 , lots of back-and-forth Email, screenshots,
bug tracker and project manager
I have been using 2 products before signing up for zoho one. The first is Zoho bugtracker, how can I add bugtaracker as a part of zohoone, oinstead of paying for it additionally and separately ? For projects I use smartsheet. Does zohoone have an equivalent?
Designate Bank Account as Clearing Account
It would be nice if, in the Banking section, users were allowed to designate a bank account as a clearing account. We have several e-commerce sites, each with several payment options. I currently have 12 clearing accounts, all set up as bank accounts.
Why does the 'Last Emailed' option only shows up when creating workflow rules for Candidates or Contacts module in Zoho Recruit?
Hello community, I am trying to create a workflow rule for a custom module, and I NEED to set up the trigger on the last day we sent an email to the record, in other words, let's say we send an email automatically based on a blueprint, on this custom
Leverage Social Media for Getting Leads | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Collections, Lists and Strings, Oh My!
Has anybody else run into the issue? You pass a collection of string elements to a custom function. Then iterate through using for each and Creator interprets each variable as string that includes the quotation marks. So a string "Dog" isn't actually
What's new in Zoho Calendar!
Hello all, Greeting from Zoho Calendar! Hope you are all doing well! We at Zoho Calendar are constantly striving to improve our Calendar to enhance your overall calendaring experience thanks to your insightful suggestions and feedback. In the last few
Zia (Chatbot) not working in Chat in the ASAP React Native SDK
Hi. I created a basic POC app using the ASAP React Native SDK (react-native-zohodesk-portal-sdk), the official sample app (Zoho-Desk-ASAP-React-Native-sample), and following the Working with the ASAP SDK for React Native guide. Chat is not enabled in
Which Backstage licence comes with Zoho One?
Hi I'm seing a lot of messages telling me I can't use a feature because it's only available with "higher plans". I'm a Zoho One subscriber. I thought Zoho One gave you Enterprise level to its apps. Am I wrong? Many thanks Steve
Zoho Booksの請求書にインボイス制度で求められる登録番号：どの対応が簡単でしょうか？
インボイス制度の施行が近づいていますが、請求書に記載すべき登録番号（適格請求書発行事業者登録番号）をカンタンに追加するのは、どの方法が簡単でしょうか？ 組織情報で税金IDを入れて、請求書のテンプレートで、組織の住所の形式に入れ込めば簡単かと思ったのですが、デフォルトで選択できず、組織IDの関数不明で出来ていません。 すでにご対応されている先人の方がいらっしゃいましたら、ご教授いただけますと幸いです。 よろしくお願いいたします。
Automate Getting Authorization Grant
Hello dear Zoho Community, while I generate an Authorization Grant I need to go through the Signin process in order to get the grant. Is there any way I can get rid of that process? Thanks!
QuickbookOnline Zoho Inventory Integration - access to settings not working
Hi, I am currently facing issues with tax mapping between Quickbook Online and Zoho Inventory. For some reason, access to the settings is not available and an error message is saying to contact support. I have an ongoing ticket active with support since
Desk Transition Custom Action
Hello! I have been trying to add a custom action to a transition in which (after transition) the user would be brought to the Time Entry tab of the current ticket. I have tried using a function to open a url to the appropriate page, but could not get
Calendar stopped sending email notifications after Sept 24, 2022
We used to receive the Daily Agenda Notification emails, but they appear to have stopped. The last received email was on September 24, 2022. We have checked our email filter and tried to trace messages from noreply@zohoCalendar.com but there are no messages
Any software developers use Zoho Bug Tracker? Care to share your workflows?
Any software developers use Zoho Bug Tracker? Care to share your workflows and any feedback? I see two serious problems with running software development projects in Zoho Projects + its subordinate Zoho Bug Tracker add-on: 1. Issues (Zoho Bug Tracker records) cannot have time estimates, so they can't feed into the overall time estimates for the project. (ZBT does have "Affected Milestone" and "Release Milestone" fields and we really need these. But we need them in "tasks" too — not just in "issues".
Need help with auto populating and filling subform
PROBLEM: We have a form named "Add_Program" and within that form we have a subform named "Services". Within the main form "Add_Program" we have a dropdown field named "Program". If the user selects "Cleanup" from that dropdown, the subform should autopopulate
New Features rolled out on October 14, 2022
Introducing a Data Type - Duration Zoho Analytics now supports time Duration as a data type. This opens up a whole new category of time-based data analytics. Now you can get to know how long it took to accomplish something, to complete your projects,
Client Portal
Access to client portal and billing functions for temp staffing contractors.
Deluge Script For Updating Lookup Field When New Record is created
Hi There! I am attempting to build a Workflow in CRM, when a new record is created is fires a function. Essentially, I have another program that creates new records in a custom module automatically using Zapier. There's a field in this custom module that
Subscription questions
I have a couple of things I would like to accomplish: Sending a subscription item invoice with multiple subscription items on it. I see an option to consolidate invoices into a single one, however, the system seems to automatically send each subscription
Turning off daily ticket updates in Slack
Is there a way to turn off these updates? every morning at 9am and every evening at 6pm we receive an update from our zoho slack integration. Ideally we would only like this to happen when a new ticket has been created, but we will settle for it just
How do I create a subfolder in a team folder using deluge?
Hello--working on an app in creator creating a database of different records associated with different organizations. I would like to create a folder for each organization within a team folder I've created specifically for this app, then make another
Credit Allocation For Subordinate Staff
Hello, the way the system allows credit allocation does not make sense for all business'. My sales staff have "view" permission selected but cannot allocate credit, your support says they have to have the "create" permission active but in our business,
Replace Base Table
I have dashboards retrieving data from a table linked to OneDrive. I would like to change the table to an identical table with different name without reworking the dashboards one by one. How can I achieve this? This is due to an issue where I am unable
How does Zoho Social handle the separation between likes and follows on Facebook
I noticed going through daily reporting that sometimes the likes+dislikes are not the same as the change in likes reported. Is this due to the separation of likes and follows in Facebook metrics?
API How to Add Comments to a Customer?
I'm using the API to add Notes to a subscription which works well. However I would like to add "Comments" to the customer. I can do this via the Web App but can't see a way of doing it with the API. Is it possible?
Customizing Login Form ZohoDesk
Hi, Is it possible to edit the look of the login form in ZohoDesk? It is currently being loaded in as an iframe but I want to change some colors and I can't do it now. I also haven't found a way to do it in the settings
Why login to Zoho accounts required to get OAuth code
Hello, I am trying to integrate Zoho Assist in my web app to have unattended access of remote computers over internet. While using API, the first step is to get the OAuth authorization from my Zoho account with end point URI: https://accounts.zoho.in/oauth/v2/auth I use the code for this step: https://accounts.zoho.in/oauth/v2/auth ?response_type=code& client_id=1000.GMB0YULZHJK411284S8I5GZ4CHUEX0& scope=AaaServer.profile.Read& redirect_uri=https://www.zylker.com/oauthredirect& prompt=consent This
How does a ticket become "overdue"
Very strangely I cannot find any information on google or here what exactly makes a ticket become "overdue" and how we can change or modify what makes a ticket turn overdue. Anyone has any links to resources or an explanation?
No Dark/Night Mode for Zoho Workplace
I'm wondering why there is no Dark/Night Mode for Zoho when paying for Workplace, yet there is only when using the free Zoho Mail? Why would you give your paying customers less features? Please enable Dark/Night Mode for paying Workplace customers.
CRM Certification Procedure
Hi, Am in a position of Delivery Manager/Learning Manager of Race2Cloud Technologies a Partner of Zoho Corp, wish to know the CRM Certification Program as our developers want to know as few of the developers appeared in Creator Certification and obtained
Desk Web version is very different from Desk Zoho One version
There are a number of options that are different in the Web Version and Zoho One version of Desk In Web Version you only have Search / Notifications / Settings / My Profile But in Zoho One you have Search / Pending Activities / Notifications / Settings
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