What are 'Attachments' for in a Zoho Desk ticket?
* When a new ticket with attachments is created, the attachments stay in the email thread. * If we add documents to the 'Attachment' section of the ticket, They do not show available when trying to attach to an email. 1. What would I use 'Attachment'
MacOS CalDAV account not added
I used this guide to integrate with the MacOS Sierra Calendar https://www.zoho.com/calendar/help/user-guide/synchronize.html#CalDAV-OSX But I got an error message that is unable to unable to verify the account. The credentials is ok, I'm not using the two factor and I tested the credentials in Zoho Mail.
ZIA auf Deutsch?
Wann können wir mit ZIA auf Deutsch rechnen?
Vertrauliche Dokumente schützen
Wie würde man Vorgehen, wenn man ein vertrauliches Dokument zur Signatur versendet, dass die übrigen Zoho Sign Benutzer nicht einsehen sollen / dürfen. In den Administrationseinstellungen gibt es den "Admin" und "Nutzer". Muss darüber die Einschränkung
How to find more than 200 records of account using C#? API
Dear all, What I found on the Zoho website about fetch is: The page and per_page parameter is used to fetch records according to their position in the CRM. Let's assume that the user has to fetch 400 records. The maximum number of records that one can
Filter Help Required
Hi all, I need to filter my leads using info in 'Description' [large 32000 characters multi line field] and then be displayed in my view. That option is not present. What do i do? Regards Akash Kedia
Feature Request: Folders for Workflow Rules
Would be good if you could add the ability to organise workflow rules into folders.
Hide departments from visitors in chat widget?
Is there a way to hide departments from visitors using the chat widget? I have custom code for routing and don't want visitors to see a selection of departments. I found something in APIs that sounds like you can, but I don't see any such settings in
Is there a notification feature for notes
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes content Regards Ram
Product Updates: Navigation Menu, List View, HIPAA Support
Dear users, To enhance your experience with Zoho Bookings, we’ve made some changes to the user interface. The Navigation Menu and the Calendar List view get a fresh new look. Scroll down to take stock of what's changed. Navigation Menu You’d have felt
Error uploading attachments
Today the following incident occurred, when attaching a file it threw an error. Attached evidence of the error. It is also not possible to attach files in the notes section. Hope you can help me, Thanks,
Tinder style app for CV's
What I would really like is an app that allows me to swipe left or right so that left sends the CV away and swiping right put the CV in the job association pile.
Chat not routing correctly to the correct Zobot inspite of filter criteria
I have just implemented the SalesIQ chat via React Native SDK in my mobile app. I have 2 chat options on the app - one for general support and one for advice. I initiate the 2 chats separately and set the department name before initiating the specific
Recruit - AI Functionality
Hi Everyone We are very interested to hear from anyone who is using the AI functionality within Zoho Recruit. Any useful ideas, or links to information that might help us plan ahead on how we can optimise AI to improve what we do, efficiency and save
Response time for unattended access increases when no monitor attached
I want to run a headless Linux machine. When I have a monitor plugged into it, the response time with unattended access is great. When I unplug the monitor from the machine, lag time goes to 5-6 seconds. Has anyone seen this before? Thank you.
PDF Export Header and Footer for Pivot Table Not Able to Editable
Hi, want to understand why I can't edit the header and footer for the PDF export for my pivot table? Thanks.
Schedule Email
Is this feature of scheduling emails going to be implemented in a near future? Seems like a mandatory one.
Scheduling emails, read emails and moving emails between inboxes.
Hello, In our company we are quite in need of these features. Are they going to be implemented any time soon? We would be very grateful if so. The rest of the app seems to work great! -> Scheduling emails just the same way Gmail or Outlook does. -> On
[Integration Enhancement Update] Supporting Debit Notes data in Zoho Books - Zoho Analytics integration
Dear Customers, We are glad to share that the debit notes data will be supported in Zoho Books - Zoho Analytics integration from 16-January-2023. As debit note is an integral part of invoice module, we will be importing the debit notes data in the Invoice
Nothing Happen to my other email that link to zoho mail.
HI, When I import a few/previous company emails into Zoho Mail, nothing happens in the inbox (except zoho mail) why did sync?
Community Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:
Zoho task notify creator when completed
I would like Zoho to complete the communication loop when we assign tasks internally. We are using “Tasks” to assign certain steps in our process to others internally who oversee that function/work product/etc. The Task owner receives the task and an alert by email. Once he/she completes the task they “close” it in zoho. What I would like to have happen is when they select “Close” in the task when closing the task signifying it’s completetion I’d like ZOHO to send a notification to the task creator
Impossible to link a Zoho Desk ticket to a Zoho Sprint
Hey there, We were used to creating a Zoho Sprint card from a Zoho Desk ticket. It's impossible for a few weeks. Could you please check ? Thanks
Zoho CRM Calendar attendees availability check
Hello, does Zoho CRM Calendar checks the availability of attendees? Thank you Antonio
Date Auto-update in Email templates
While I create an email template in Zoho CRM, I insert a merge field with my opportunity closing date: ${Potentials.Closing Date} I would like to know if their is a way to auto insert this date + or - 1, 2, or more days? I could therefore auto scale the
sync ical with calender Zoho
Is there a possiblility to sync my ical with the calendar of ZOHO? If not, will this be possible in the near future? I guess this would be great for mac users. Thanks for a reply. grt aj silva
C# ZCRMSDK link contact to account
Hello everybody We’re using Zoho ZCRMSKD to code an application in C# who synchronise the Accounts and Contacts between our ERP System and Zoho CRM. At the moment we’re facing a problem we can't solve by ourselves: When we add a new Contact in Zoho
Sync multiple Google Calendars (personal + org calendar) to Zoho CRM
Hello, I've integrated my personal Google Calendar into Zoho CRM. As we also use an Organization Calendar, is there a way to sync events from the Org Calendar on Google to Zoho CRM Calendar? Thank you
Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
Update a contact
My main contact is no longer in a customer company however, all of our projects show him as a contact. Can I do a group change to update the contact to someone else? I don’t want to lose the comments, but I believe they should be attached to the project,
Categorizing bank transactions to a liability account
We use accrual based accounting. I need to be able to apply a bank withdrawal to the accrued payroll liability account ie. Credit Bank Account, Debit Payroll Liability. Is there a way to add that liability to the category dropdown in the "categorize
Mandatory Last Name Field
The LastName field in Contacts should not be mandatory and unchangeable. I often meet people, know their Firstname and Mobile number but not their last name. Andrew Scott
Unable to integrate Zoho Meetings with Zoho Campaign
Firstly, I am an administrator on all the apps / account. Secondly, when I try to integrate Zoho Meetings in Zoho Campaign by following the integration steps here: Webinar integration in Zoho Campaigns , I eventually end up with a screen that says "only
Adhoc Meeting Ability
The business I use Bookings for is not my full-time job, so my schedule is a bit restricted. There are times that I can create an appointment that isn't in my normal hours for a client. Right now, I have to either send a Zoom separately, or go into bookings,
[Workaround] Uploading large files to workdrive in subfolders
Hello, I'm building a Form which requires to upload 2 files. A video (less than 500MB) and a related PDF, and the name of the company. I like to save these file in Workdrive under a folder named after the name of the company Basically in Workdrive TEAMS
background change in email campaign
Is there a way to upload and use your own background when using an email campaign template ?
【Meetup 開催報告】 9/16（金） オンラインMeetup 2022 vol.3
みなさま、こんにちは。ゾーホージャパン コミュニティチームの中野です。 9/16（金）に、今年3回目のオンラインMeetup（ユーザー交流会）を開催しましたので報告いたします。今回は50名を超えるZoho ユーザーさまから参加のお申し込みをいただきました。 今回は「複数サービスの組み合わせ・連携強化で活用の幅を広げよう」をテーマに、ベテランユーザーさまよりZoho サービス連携・API連携を駆使した事例をお話しいただきました。 また、選択制のセッションでは、Zoho CRM Plus 内のサービスに関する相談会、メールマーケティングのノウハウ共有会、Zoho
importing contacts from social media platforms and phone contacts
Hello I'm looking for way to import phone and social contacts like facebook friends or linkedin connections to zoho mail as contacts, after doing some research i find that zoho mail allows importing contacts from other mail platforms like outlook and
Zoho Books - Support for payment gateway indonesia
would love to see integration using payment gateway from https://veritrans.co.id/ one integration would open up your software to a massive market + make me happy as I'm already using zoho books :-)
Enhanced notifications in the latest version of the Zoho Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (3.5.4), we have brought in support for below enhancements. Now user can see the push notification with a concise description of the information in an easy-to-read format If push notifications
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