Introducing Custom Actions Gallery for Zoho Desk
Hello Everyone, We are delighted to introduce a new feature: Custom Actions Gallery for Zoho Desk. In addition to the actions that you can automate with a workflow rule, we provide some more actions to automate. For example, when you receive multiple
Connect two forms and send email to customer
Hi, I would like to collect data from our customers using this 3 steps: 1. In our shop, our staff fill a form with an order number and customer email. 2. The customer receive an email with a link asking him to complete all the data, like name, phone,
Customer Support in USA
Does anyone know the hours that Customer Support is open for the West Coast of USA? Thanks in advance.
Picklist History in Reports or Zoho Analytics
Hi there, I am trying to track our Lead-Funnel Stages with a Picklist. While I see the history through the stages I cannot find a way to access the history in reports or Zoho Analytics. is there a way to do this? Thanks, Hannes
send Alert to User Groups and not only per Email Id
Dear Team, How can I create an ALER message that will be sent to the specific User Group? We have 40 users who should receive alerts. It's really time consuming to add each email separately for each alert setting. Thank You , Ana Jeva
Report of the Week - Top N Items in Each Category
This week, let us see how to create a report that lists top 5 in each category. You can apply this in various scenarios such as top selling product in each category, top performing agents in each department, top customers in each region, etc., Let us
Unattended Access Requesting User Acceptance
Hello all, All unattended clients are now requesting approval before connections. The devices still show in the unattended tab, and I've reinstalled the agent on two problem PCs, to no change. Looking to get this solved quickly as I depend on it for day-to-day
After rebuilding Sandbox, Connections->Custom Service is not editable
I have just rebuilt my sandbox with production. Production has a configured connection-custom service that is used in some integrations (webhooks - etc). I need to edit the connection in the sandbox, but it appears to not be editable. The custom service
Zoho Cliq Networks : la collaboration externe facilitée
Zoho Cliq aide les organisations à rationaliser la collaboration interne. Mais qu'en est-il de la collaboration externe ? Nous vous présentons les Networks dans Zoho Cliq, votre plateforme complète de collaboration externe. Reconstruisez la façon dont
Nedbank South Africa bank feeds to updating in time
Good day, We have updated our banking credentials in order to have the automated bank feeds in Zoho Books, however the bank feeds are delayed by approximately 3 days. This is too long if the transactions have cleared in the bank account already. Please
Email Templates Placeholder for Task Comments
Is there a Placeholder for Task Comments in Email Templates? Not visible and could be entered manually? Cannot find a way to add Task Comments to an Email Alert with a Custom Email Template If this is not possible, is the Default Email Template editable
Error in zoho php sdk "Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:"
I am facing error in php sdk in zoho. : Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\utility\ZCRMConfigUtil.php(43) #0 C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\setup\restclient\ZCRMRestClient.php(42):
Adding 2 multiple users fields to custom module
Hello, I'm creating a custom module on CRM. I'm trying to add 2 Users field and I'd like to have both of them set to "Multiple users". Is there any limitation to this? In fact, I can't set the 2nd field to Multiple Users: Thank you Antonio
User filter contains
Hello, Is it possible to have custom made user filters ? We would like to have a user filter that combines Accounts which are containing a same piece of text in the Account Name. Example of some Account Names: Warehouse 1 Warehouse X Mini Warehouse West
Can I use ZOHO CRM for both clients and providers at the same time?
I'm new to this forum and I'm not really familiar with the forum interface. I don't know if here it's the proper place to post this. I'm not yet a user of ZOHO. I have a Travel Agency and we are considering choosing ZOHO CRM vs other alternatives in the
Maximum number of tags in the customer database
Hi there, How many tags can be created max in the customer database? Thanks in advance!
Disappearing cursor in description
I've been using ZohoCRM for about a year, but I just recently got a new computer and when I began using ZohoCRM on the new computer when I try to write in the description field, the cursor disappears, so I can not backup and delete portions of the text
Option to disable rate field in Zoho books purchase Order
Is there any feature to disable the option for rate editing in Purchase Orders? Because the purchase executive can edit the price/rate and that can be an issue. We need to verify the POs again and again and there needs to be a person to monitor the rates
Device Number Limitation of Zoho Desk Mobile Apps
Hi, i would like to know if there is any device number limitation to install Zoho Desk mobile app using single Agent account? For example, an agent may have a phone and a tablet which requires them to login twice using single account of the mobile app.
New ticket layout without "non-removable standard fields"
Hello. I want to create a layout for tickets without the fields that are set by default as non-removable. How can I achieve this? If the system can't work without those fields, can't those be set in the backend with a standard value and let me delete them from frontend? It's frustrating to be forced to work with fields that are not necessary.
Shared material file upload limit and disk space available
Hi, what is the shared material file upload limit, and the space available
Query CRM database using deluge with "contains" condition - COQL API query
I am trying to find a way to query the database with a "contains" not "equals" (which can be done using zoho.crm.searchRecords) but I think a field can be searched based on "contains" using COQL Api Query. This is what I am working on but I don't have
How to edit / delete "Checklist Templates" for the "Checklist for Zoho Projects" extension?
Where is the Option to access the "Checklist Templates" for the "Checklist for Zoho Projects" extension? I need to edit / delete these templates as well.
Can I add a table in the response? If yes, how?
I am fetching certain details from the API call and now I want to display the same as a table is that possible to do using the codeless bot builder?
Unable to add DKIM
I've been trying to add DKIM, but so far have been unable to get it working. I get the message: We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again. Can you check if my configuration is right and that I just need to wait more time for it to propagate?
Additing addition email accounts - iPhone
Hi there. I'm trying to set up my new iphone and have downloaded the zoho mail app. I've managed to login to 1 email address, but I also monitor 2 other addresses and need them on my phone too. Every time I press "+ account", it says "fetching your account"
share folder to user group with filter criteria
Dear Zoho team, Could you include an option to share the folder with filter criteria? Problem: I have many reports in one folder, to save time and use the same filter criteria it would be much more efficient to share the complete folder directly rather
How to integrate Shoretel Web Dialer chrome extension in zoho?
So I have this code but it doesn't work. So this code is supposed to convert numbers into dialable links for Shoretel, but it doesn't seem to work and it states that the variables are not defined like phone and country. The shoretel web dialer extension
Why Grammarly doesn't work in comments or task descriptions?
Can you fix your input fields? supper annoying. It works here just fine, but not in Zoho projects. why, why, why?
Rollup of Invoices from Zoho Finance/Books
Hi, I am looking at taking data from Zoho Finance/Books adding them to an account within the accounts module Products purchased - and adding them via a related list Total GBP invoices paid (rolling up) everytime a new invoice is paid is this possible
Creating Different Invoice Number Prefix
As a company with multiple products, we differentiate the prefix for each product's invoice. A customer may have multiple products, but we do not send a single invoice. Is it possible to create different templates and assign different prefix values based on the selection?
A little help with zoho.crm.searchRecords syntax please!
I am trying to search Campaigns using deluge in crm. I am really frustrated that the only operators are "equals" and "starts_with".... shouldn't there be a "contains"?? Ideally this solution should be a contains search of a specific field. It's a function
Accessing Data for a flow
Hello - I have a field from a trigger that returns this date when I look at the test data: "contacts": [ { "emails": [ "xxxxxxxxxxx", "xxxxxxxxxxx", ], "lastName": "Chandler", "firstName": "Joey", "name": "Joey Chandler", "answers": [ { "question": "Phone",
How should I manage multiple mailing addresses at the Account level?
How should I manage multiple mailing addresses at the Account level? We need up to six different physical addresses associated with an Account. Should I do this as a subform or standalone module?
Sales person cannot be empty and Invalid values passed for Sales person ID
Greetings, Im helping a mutual client and trying to figure out how to solve the issue Trying to figure out how to solve these errors Where woudl the client locates the salesperson ID value inside of Zoho?
Posting to a Facebook group as a Facebook page
I haven't seen any recent posts here about this, so don't know if Zoho has made any changes to address this. I'd like to be able to post to our school's alumni Facebook group as the school's Facebook page - so that the author shows as Mayer Lutheran rather
Controlling external sharing of zoho analytics data
We face an issue where User A and User B, where both user A and user B are both present in workspace C are not able to share their own reports with each other to collaborate. Zoho support told me today that to allow user A and user B to share data, then
Overcrowded menu bar
With any opened email there is so much on the menu bar that if I want to flag it or mark it as unread, I am forced to reduce the zoom on my 12.5 inch laptop screen from 100% to 90% in order to see the three dots menu at the righthand end of the bar. This
Timedoctor integration in two directions
We use timedoctor for automated timeregistrations. I can see in Timedoctor how long an employee has been working on a task. But is would be very nice to see that time in Zoho Projects where i can set the hours to be paid by client or not and make some
How to add prefilled value to CRM lookup field?
Hi! I have an issue; I can't prefill a lookup field in Forms. First issue is that I can't add a alias to the field. I tried without the alias, but couldn't get it to work. The field is locked for public entry - but I should still be able to fill in the
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