Tiny Tip Tuesday #53
Recently, we've seen how survey end pages can increase your survey’s response rate. In the same way, survey introduction pages play a huge role in carrying out your survey’s purpose. There are three parts that make up a great survey introduction page:
CTI integration similar to SalesForce.
Hi, We want to integrate our CTI connector into zoho CRM. The connector is a web based application and requires following - 1. iframe in the CRM which can be opened and closed using some button in the status bar 2. JS sdk to send requests for screen pop,
Admin accounts to transfer fully to a user account
Hi, I am a super admin and I transferred over 50 accounts to a new user [salesperson]. She only had access to the account view, not the contacts, emails, etc as it seems tasks and information is still under my name eventhough I transferred the account
New Modül
Hello I opened a new operation module, I want to convert my patients from the deals module to the operations module, how can I do this?
how to restrict a lookup field
Hi, I have a lookup field in order form for customers. I'd like to publish the form, but I do not want customers to see the list of customers behind the lookup field. Is it possible to do it? Thanks a lot! George
Count with Multiple Conditions
Hi Everyone, I have simple DAX formulae which I have been trying to implement as an aggregate formula in Zoho Analytics. If anyone could give some inputs for the same. Attaching the DAX which I created in excel: 1. Formula I: 2. Formula II : Any help
Zoho Creator Report - Including Multiselection type fields.
Hi, I have created a table which captures information about client companies. One of the field, "FieldA", offers a selection of 5 options. Now when I try to create a report, this field does not show up on the left hand side of the screen which list the other fields. I also notice that a checkbox field also is missing from this list. Is this a limitation with the report module? If not how do I include these fields in my report. Thank you. Prabha
553 Relaying disallowed. Invalid Domain
Hi everyone I was trying send a email but Zoho showed the follow error notification: Unable to send message;Reason:553 Relaying disallowed. Invalid Domain So, could you tell me how can I fix this?
Zoho mail group
I have created an email group (eg group@domain.com) and added a user to it (eg user@domain.com) I want this user to access all group emails through an email client In order to do this, in the mail client configuration, I used the group@domain.com email
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お世話になっております。Zoho コミュニティチームです。本日は、9月開催のイベントについてお知らせします。 ━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトの開催について ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ 今月も、Zoho ユーザー同士で交流をしながら、サービスに関する疑問や不明点を解消できる「Zoho ワークアウト」を開催します！ Zoho サービス
Zoho Forms availability in Zoho Flow
What determines if a zoho form appears in the list of available form in zoho flow? I have a form that is not showing.
Custom Query Editor: Selected text is automatically removed when clicked on
Hello, in the Query Table Editor the selected text is automatically removed when clicked on. Repro Steps: 1. select text 2. click on the selected section (somewhere on the purple highlighted area) 3. the selected text gets deleted This is very critical
Uh oh We couldn't attach that video.
I just upgraded our subscription this morning, and for some reason I can't upload a video to a post now. I keep getting this error. I emptied my cache, logged out and in again, and can't get it to work.
Salary - Exchange Rate
We are an international company with employees working all over the world. Our head office is based in Canada. We have been using the Salary form for a few weeks, and we have a line for each employee with the latest data. It shows the local amount with
Bank Feeds
Hi Team, Every Day I have to refresh the bank feeds and update the date for the Bank Feeds to work. Why are the Feeds no longer working?
Automatic logout
I hate, I really hate so much the idea of my email account being opened all the time. I have been looking for some provider offering the option of automatic logout after 15 minutes. Is it possible with zoho? Is there any other provider offering this
URL's to Tickets, Attachments and Reports with Scheduled Reports
Hello, We created a scheduled report to be sent out to manager at the end of the day about the tickets that are created 'TODAY'. However we want them to be able to click to the URLs of the tickets to view or URLs of the attachment to view/download or
Track support requests by my organisation
Hi, does Zoho allow for Admins of an organisation to have visibility of support request that usera of the organisation open under their account? E.g. recently the admin of one app open a support request and after a few emails, I had to be involved for
Any existing integration with Zoho Calendar?
Hi there! Is it possible to send data from Zoho Calendar to Zoho Creator? I mean, directly via an integration made by Zoho, or if the only possible ways at this time are through third-parties, such as Zapier, Make, etc. I tried to find the answer to my
Modify popup message?
I have set a workflow to block agents from closing a ticket if there are empty fields (Ticket Type and Category). Doing so skews our reporting. However, when agents select "Close ticket" they get popups stating “Status has been successfully updated”.
Creating & closing tickets with emails
We use an RMM package called Atera and are attempting to use it to automatically generate tickets when a machines/resource goes down. Generating the tickets is the simple part, but I'd like to be able to automatically close tickets if the issue resolves
On-Premise or Cloud
What is the difference between Zoho Analytics On-premise or online? Under what circumstances it is better to implement on-premise or online?
Error 550 5.0.350 Remote server returned an error -> 553 Relaying disallowed
HI Team, we have the error message and cant recieve emails from external, what is the issue... we need urgently support. Attached you´ll find the original message. Thanks Chris
Tip of the week #29: Configure default event settings in Zoho Calendar.
Zoho Calendar provides you the options to set your default event settings. This default settings will save you time by not requiring you to enter the event time, participant permissions, and so on each time you create an event. The following default event
How to save all Zoho contacts to Zoho CRM?
Hi, I'm trying to add all my email contacts to Zoho CRM. Is there a way to do this? Thank you, Tan
Using a Function to call info based on entered variable
Hi all So heres my case, any advise is appreciated. Im making a calculator for Duty/Tariff rates USer inputs the HTS code, and i need the system to provide the Duty ad Tariff rate. I want to make a single function (or maybe two, one for duty and one
Log a call
Help, under Leads, I click on add new under open activities and select log a call when the box opens, outgoing call status as completed when i need to see the other options as my calls are all showing completed when I need to call them back. my status
Report Run
Hello Thank you for answering my question. I think I didn’t phrase it well. So, I want to run a report of my closed chats with a specific (tag or Keyword) and then narrow it down by country. Example: Lead/Contact comes into Chat and asks a question
IntegrateZohodesk with third party calling app
Hi, we are looking for API CTI integration to connect our SIP-based Call solution to Zohodesk. We need at minimum basic functionalities such as a contact popup on incoming calls, click-to-dial, call logging, and similar. We already have our phones and
Automatic field update
Hello, In Zoho CRM we are using a custom field to specify a customer "Account Type" with 3 options : - Active - Not active - Prospect We are using Creator Application to make reports on a specific Account that is selected by a lookup field. When an Account
Outgoing Mail Daily Limit
Hi, I've been searching about the current outgoing mail limit per day as a free user inside an organization that has 3 active users. All the answers I've found are at least 6 years old and I don't think they're up to date. Thank you!
Social Channel login credentials used
I'm trying to see what login credentials are in ZOHO Social for the social channels we have connected. How can I find out what credentials were used?
Any way to force delete items without having to delete first every referred occurrences?
Is there a way to force delete items (forms/fields/other) without having to delete first every referred occurrences? If not, is there any existing features in Creator that could help with locating those occurrences faster and more easily? I mean, besides
SalesIQ issues
Hi there, I have recently integrated SalesIQ chatbot to my website. I have a few issues. I dont want email address to be a mandatory field for the user. I have hence created a Zobot flow which doesnt ask the user for the email address at any point. However,
Error: This domain is not allowed to add.
I want to set up Zoho with my Freenom domain, mateitudorproductions.cf but it says that the domain is not allowed to add. Please help!
Delay an end card
In my SalesIQ Zobot flow, I have a point at which I want the user to click a URL. The next step post to this, is an End Card. This is my flow - User is asked for options (using buttons), 1. Request Call, 2. Start Whatsapp chat, 3. Request Quote. My
Sheet Superscrpt/Subscript
Why is there no superscript and subscript available for Sheet. It is available for Writer; however, this option is quite necessary when work with mathematics--particularly statistics.
Articles you don't want to miss!
Hello Everyone, I hope all of you are doing well! We are delighted to share our monthly blog updates with all of you! This time, we have interesting blogs and infographics on several essential HR topics including, training management, HR chatbots, feedback,
How to display custom module fields in a Vendor portal?
Please see linked video for a complete illustration of my question. https://workdrive.zohoexternal.com/external/3e6455ef555b2e482989af96d3d58c26ec7b225812781059c568617c8e175f08
Autotranslate KB Categories in Zoho Desk Help
Hello, is it possible to autotranslate KB categories in Zoho Desk Help Center? Thank you
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