Introducing My Area Ticket Filters in Help Center
Hello all, With our constant efforts we are enhancing our help center feature in a timely manner for a better customer experience. We are excited to announce that the option to filter tickets in the My Area section of the help center is officially up
CountIf formula for multiple stringtypes
I am trying to calculate the amount of times I made contact with someone. The results require counting multiple string values. This is what I am trying. count(if("status"=('stringvale1,stringvalue2,stringvalue3'),1,Null)) Normally I would do a COUNT(FIND_IN_SET(status, 'stringvale1,stringvalue2,stringvalue3')) What should i try? Sincerely, Josh
How to use COUNTIF with a NOT IN operator
countif("Tickets"."Status"!= 'Completed' or"Tickets"."Status"!='Closed' OR"Tickets"."Status"!='Service Call Completed'') countif(NOT("Tickets"."Status Group" IN ('Completed','Closed','Service Call Completed') I have tried this in multiple ways including
Zoho Products are moving very slowly
Good day, Our Zoho suite of products are moving very slowly. Cliq will not load for most users, mail loads very slowly, books is taking very long to download invoices. Please note this is happening to users not in our office and are working from home
Using Deluge to get Accounts with no scheduled calls
Hi I need to use Deluge to pull accounts with no scheduled calls ( they will be scheduled against the contact for that account if there are. Once I have that list I will create a button to schedule calls for those accounts ( this part I can do) I just
Process auto-renewing payments with the Zoho Subscriptions - Paytm integration
Hello everyone, Zoho Subscriptions is pleased to announce enhancements in our Paytm payment gateway integration! India has seen massive digital payment adoption in recent years due to a combination of factors like a favorable policy for financial inclusion
Change creator of a Department
Hi, we are facing an issue, that our nearly finished configured department was created by a user, which does not exist anymore. Therefore we want to change the creator of the Department. The problem is, that if a notification is sent from this department,
Send an email to our internal support email address anytime a ticket is created
I'm sure this is simple and I am just missing it in the KB, but We want to set it so anytime a ticket is created it sends an email to our own support email address as a notification. I can't seem to find the setting that will allow this.
Access Contact Fields from Ticket Template
Hello, I am synchronizing my CRM Contacts -> Desk Contacts so that I can have more useful templates to respond to customers. The issue is that I cannot seem to access any of the Desk Contacts information as a placeholder when I am creating the email template
error on activate several workflows
Hello, when I try to activate several workflows one after the other, I get this error message: In the network tab in the chrome devtools I get the following response when I try to execute the action: {"errMsg":"URL_ROLLING_THROTTLES_LIMIT_EXCEEDED"} With
Creating a report to group tickets by days open
Hi there, I'm wondering if there is a way to create a report to show tickets open by a certain amount of days i.e having visibility of tickets open for 20 days, 25 days, 30 days etc. I know you can add ticket age to the report but it displays in hours
Automation / Supervise / Time-based Rule - not sending?
My time-based rule is not sending emails as designed, please advise on what I have missed: Name: 36hr reminder Business hours: Calendar Criteria: Status / is / Awaiting Customer Hours since agent responded / is Greater Than / 36 Actions:
Is there a Sheets API to Publish a Named Sheet as an external view-only link?
I want to publish an external link to a specific worksheet within a workbook. I've reviewed the Sheets API and do not find this capability? If there is an Early Release / Beta api that offers this, I would like to use it.
Does a new IMAP Mail account sync all custom mail folders as well as INBOX
If I have an email account hosted on a 3rd party service and I add a new mail account to my Zoho Mail as an IMAP account, should all the custom additional folders that exist in the original mail account sync across to Zoho MAIL account? On having done
Engagement Rate Discrepancies between Zoho & native data
While pulling data for a monthly report, our team noticed some pretty big discrepancies between engagement rates reported through native data, versus Zoho. For example, the top LinkedIn posts in November yielded engagement rates below 1% in Zoho, while
Arrange articles in Help Center
Hello, is it possible to show the articles in the help center with a custom order? The only options I see are: Order By: oldest first/newest first Sort By: created time/modified time Thank you
C# Zoho mail Integration
Not able to integrate ZOHO mail , I'm trying to send mail from C# code. Getting below Exception "The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required"
free zoho mail doesn't receive emails from Gmail
I added MX records correctly and I'm making sure that's everything working fine I'm sending emails to my Gmail account and it receives correctly but when I send from Gmail to Zoho nothing happens and when I send an email from a Zoho account to another
Checking what custom functions were executed
Is there a way to check through deluge code what specific custom functions were executed for a specific invoice? It would be like the comments & history section but in deluge so I would get a receive a JSON message. Is this possible through a record fetch
ZOho CRM API : Unable to connect even following afficial documentation step
Hello, I'm facing issue when i try to connect to api from Oauth2. Even i post request with correct parameters like id and secret i and client id, have only error message like : invalide code or invalide url redirect url even if it the same like set on developper console. could you please check it why is no t working ? Thanks,
Unable to verify DKIM
when I click on verify It shows this message Unable to verify my domain www.italhachaudhary.me
Resizing/ Adjusting the content size
How do i resize/ adjust the size of the contents on my website? ie; The paragraph,The Headline, as you can see here in my site www.technigentlanka.net the text is touching the border, I would like to make it to center. Please help asap.
Share Sheet / Invite non-Zoho Member to join
Hi Zoho - great product(s)! I'm new to Zoho myself and I'm trying to organise some testers to collaborate on a project. I've set up my spreadsheet and now I want to share it with them, but Zoho is telling me I can't because their email addresses are not Zoho accounts. How I'd hoped it woud work would that Zoho would detect that an take that opportunity to grow it's userbase Facebook style by sending them an email: Mr X has created a spreadsheet in Zoho and invites you to collaborate. Please click
ASAP - Automatic Reply - Teaminbox
Hey, I am at business trip and trying to find auto reply. This is Murat and I hope you're well. I could not find an automatic reply e-mail on teaminbox (personal mail), Could you please help me for this? Kind Regards. Murat
Introducing APIs for Bigin
Dear customers, I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch
Not checked Checkboxes in clientscript are undefined
According to the console a checkbox appears in client script as undefined when its not checked. The expected value would be false, no?! const NotCheckedCheckbox= ZDK.Page.getField("NotCheckedCheckbox").getValue(); log(NotCheckedCheckbox); console: undefined
How to create Sales order attachment in Zoho Books with using Sales Order attachment API?
I will try lots of way to solve this issue but no any work if any one have solution? Try 1 <?php $file_name_with_full_path = 'c:image_path_here'; $request_url = 'https://books.zoho.com/api/v3/salesorders/1111122222233333/attachment'; if (function_exists('curl_file_create'))
CRM - Grouping in Reports
I have a Deal field that can have any number in it 1 - 100. I would like to create a report that groups the Deals based on a range of those numbers. 0-24, 25-49, 50-74, 75-100. Is that possible in Zoho CRM?
Free Webinar: Using Zoho Sign to virtualize employee onboarding and lifecycle management
Hello, Getting physical signatures on offer letters, onboarding forms, policy documents, NDAs, and other employment-related documents can be a cumbersome process. Zoho Sign's integration with our human resource (HR) management apps like Zoho Recruit and
Email send but wont receive
When someone send me an email, it gets an error that the domain could not be found
How to create the official site's email at zoho?
I have gone through a you tube video where I have learned about connecting a site mail through zoho. I have a blog and I have created a mail, now I want to add some zoho recods into my cloudflare. How this will all happen ? Thank you so much.
Pay opening VAT creditor
I have entered my opening balances. Including an unpaid VAT balance (last quarter’s VAT prior to setup). I am unable to post a bank payment against the VAT account balance. Please can you let me know how to resolve this.
Mail system not working, MX record problem
hey, I can send emails but cant receive even though I have corrected the MX records, please help!!!!
Introducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are opening
Have ability to lock an entry
During CRM integration, it is great to be able pre-populate certain Survey fields from CRM data. BUT, if the customer decides to edit/change any of those fields, they also get changed in the CRM....which is not good to have your internal information possibly being changed without you authorizing it. The request: allow for fields to be in the survey but "locked" from user input. Therefore the CRM data is there, but the user cannot change it. Thanks!
Zoho People Leave API Limitation
I've scavenged everywhere and found no practical solution. So I'm coming here hoping that Zoho People team will take my suggestions into consideration. Firstly, when fetching records using getRecords method in the Leave module, we are unable to search
Dates are shown backwards
Hi All, I've been having a problem with Zoho Mail for as long as I've bee using it. My date preferences are set to dd/MM/YYYY however some popups still show dates backwards with the month first. The problem is repeatable and it seems like there are a
Survey Email Distribution: Method to select eMail address based on field in the CSV
Using an imported CSV to create an eMail list, can a column form the table be used to select which eMail addresses are send an invite for a survey? i.e. Column labelled "Member type" and we want 100 invites sent to each type: "Type 01", "Type 02",
Export of survey definition
Hi, Is it possible to export the definition of a survey (for instance in XML or CSV) I need to have a file with: - All questions - All possible answers (of a boilerplate, checkbox or multiple choice etc.) - Type of question So NOT the responses but a
Custom function for Inventory
Hello, Anyone know how i can create a custom function inside Z Inventory in order to delete both the package and shipment (Mark as undelivered) ? A lot of the time we get customers ordering and picking up products straight away, before they even leave
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