Chart.JS library
Hello! Is there a possibility to integrate a java Script library to Zoho Survey like Chart.JS? https://www.chartjs.org/ Thanks!
Individual Reports
Hello! Is it possible to calculate out of a likert scale different variables? Like the mean of questions 1, 6, 11, 16 are the new variable extraversion. The mean of questions 2, 7, 12, 17 is the variable openness... And then use this calculated variables
Likert Scale & inverse questions
I Found this post from 7 years ago - I have the same issue. Is there a solution now? "Hi, I really like the look and feel, and ease of use of Zoho Survey, but need to reverse score a likert question, then total and average a number of non-consecutive
553 Relaying disallowed
Hi, i have a problem whit only one email, every time i try to send an email to our email support on zoho that is the only address its rejected and show me this message. Help.
Road Map Software
I wanted to reach out as I had a few questions and also a recommendation for your services. Does Zoho have any plans of adding a software to create a road map for websites? My customers are requesting me to be able to add a road map to my website and It would great to see Zoho offering such product or services. Looking forward to hearing from your product managers soon
Webhooks
Hi I want to know if you have in roadmap webhooks to send notification to external applications like Hipchat or Slack. Thansk
Search Data Template Information
When searching Workdrive, the metadata information input into data templates does not appear to be searchable via normal search. That doesn't make any sense. Isn't the point of associating metadata with a file to be able to search for it? Even if you
Plugin / Extension Architecture for Zoho Apps
Has Zoho ever considered implementing a way for developers to package up custom functions / workflows / fields, etc. into a plugin or extension that users could deploy extremely easily? From a UX standpoint, I'm thinking along the lines of Wordpress plugins
Tip #7: Different types of Reports in Zoho Projects
This week, we shall see the different types of reports that are available in Zoho Projects and their usage. The reports that we have are... Gantt chart Resource utilisation chart Planned vs actual Task report Timesheet report Project summary report We have consolidated and given you easy tips as to how to land quickly on these reports and make the best use of them. Gantt chart : A gantt chart is a visual representation of the overall status of the project in terms of time and milestones. To view
Home Pages
Hello All, I've just started trying to embrace home pages. As the admin, I'd like to have access to the standard company home page that we use for all of the reps within the company. For some reason, I can only access the admin home page from my home
Create contacts with the "Reply To" email address With From address "Name"
Hi, Now by enabling "Create contacts with the "Reply To" email address" checkmark in Setting>channels>Email>Other, the contacts will be create by 'Reply-to' field, is there a way to create contact by email from 'Reply-to' field and contact name from 'From'
How to use grouped aggregation formula and calculate the percentage based on some condition in Analytics Plus?
I'm trying to calculate a percentage. The numerator should be the sum of sales of the states that have more than 10 customers. That is to say, I have to group the data by State first, then calculate the number of customers in each state and find the
How to show total sum and the name of each category in Pie chart?
I want to show the sum(sales) and corresponding percentage of each category and the name of different categories together in the pie chart. However, I can only drag one column into the Text. Is there any way to show the name, percent, and sum together
Transfer data between two different Zoho CRM accounts
Hi can we transfer data between two different Zoho crm accounts, please advise.
Zoho Bank feeds down
Our bank feeds from 22nd of August till now have been frozen. We are a Australian company with australian banking. Any ideas anyone?
"Zoho Extension Reloaded Itself Too Frequently" - Suggested fix for this?
Hi, This is the first time I'm using Zoho's suite of solutions. I've only encountered this issue today and hasn't been a problem the past 2 weeks.
Ticket Based & Workflow Solution
Hi, My name is Pablo Toledo and I'm looking for a software solution to process customer requests. Basically, my customers can pick from a series of services that we offer and as they do that it should trigger a series of events / workflow that includes
Move Emails tab composition on the upper part of the screen in Contact Detail page
Hello, is there a way to move the Emails tab to the top of the Contact detail page (see attachment). Also: is the following tab showing up only in live environment and not in sanbox? Thank you
Amount in Zohobooks and amount in bank
Is it just me or does everyone experience very delayed and even inaccurate amounts in Amount in Zohobooks and Amount in the bank? my amounts have not changed in 7 days, even refreshing feeds, and its difficult to run a business with stale financial information.
Record Summary Footer Problem
Hi All, I am using record summary to generate invoices. My problem is the footer doesn't act like a footer and doesnt appear at the end of the page when I generate a A4 size PDF. so if you just put the footer without other records it will appear at the very top of the page acting like a header:) I have mentioned this issue to support a month ago and still waiting... its crutial for me right now, is there any work around for this? Also wouldn't it be nice to have deluge scripting or some more advancements
What to do if I have more than 200 participants?
Hi! I have a Deluge-function that updates a checkbox field from false to true for every participant in a project. The problem is that the function only updates the first 200 records. What should I do to update the rest of the records?
Resolution of "Last Activity Time"?
What's the resolution of Last Activity Time? I have a report using Last Activity Time greater than date as a filter. I get multiple returns of the same result because I modified a note twice in the same minute! How do I avoid this? Can I set the
No puedo enviar mail zoho problema 554.5.1.8
No puedo enviar correo zoho 554.5.1.8 Ya el año pasado nos habia pasado lo mismo, y entiendo q es por mandar correo masivos, tenemos una compañera nueva que no sabia que no se podia hacer y eso nos bloqueo la cuenta. por favor necesitamos q nos rehabiliten
Auto populate multiple fields in Contacts from Accounts
Hi all, We're brand new to Zoho CRM, and I need to be able to copy data from an account to the contact. We need to do this because of how we want to group contacts. E.g. We send targeted emails to All contacts with a tenancy in Building A, we also use the Business Type to target contacts We have the fields in the Accounts and Contacts, and I need to push this to the Contact so that I can group on it (since I can't group contacts by an account field). From: Accounts Fields: Buildings, Business Types
searchRecords by a lookup field
Hello. I'm trying to search a record by a lookup field, but it does not seems to work. Here is the code line that doesn't works : response = zoho.crm.searchRecords("Contacts","Premier_propri_taire :equals:" + EmploID" Where "Premier_propri_taire" is a
text link turns to image
I send email campaigns it goes well, suddenly one of the clients complains the link is not clickable while clicking the link it shows an image instead actually, my code for the button is <div style="Margin-left: 20px;Margin-right: 20px;Margin-bottom:
Site24x7 reports a Disk is low when there's no such Disk...
Hi, I'm monitoring CLN-A052C and it has 2 Disks. Site24x7 warns me Disk E is low. Please see the attached PICs. What should I do? Regards. Stefano RIVOLI.
Report download limit
Hi, I'm getting this error, can the limit be removed? Thanks Cannot ExportYou can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports that has less than 2000 rows.
Google Chrome
Are you guys aware that this particular forum is not displaing at all in Google Chrome? I am on Version 104.0.5112.102 (Official Build) (64-bit) and I can't view this forum on it. Edge and Firefox is fine and even Vivaldi is fine. Thank you.
Automating Multiple Follow-Ups in Desk?
Curious to know what others are doing or what best practices are. We're using Desk for customer support. Most of our tickets are taken care of right away, but there are certain ones in which we follow up with the customer after- usually one week after
Is there a way to export my tickets to a spreadsheet?
I'm using Zoho Desk professional version and I'm wondering if there is a way to export a list of my tickets that I have in the system? I'd love to export to a spreadsheet - other ticketing systems I've worked with have this ability and it would be super helpful to my workflow as the technical manager to grab a list.
Blocking to Connect Any Contact's Deal to Other Contact Quote
Hello, The system allows to assign any deal which belongs to different contact person deal on quote creation page. For example, I can assign X contact's deal into Y contact's quote. I don't know mention of this process but it's not suitable for our business
Common drop-down lists
We want to use the same dependant drop-down lists (industry > submarket) in more than one module. From time to time we want to change or add to these. So far I have separate lists in accounts, potentials and cases that should have exactly the same information.
Telephony integration UK
Has anyone successfully integrated BigIn with a UK-based telephony provider? Which did you get working? I'm struggling ... CallHippo's registration form hangs Can't get Zadarma to work even though both systems say they are connected RingCentral looks
How do I find "My Requests" in Zoho Community?
The tab "My Area" isn't showing all the requests that I have submitted. How do I find "My Requests" (open and closed)?
Help Center customization for buttons not working
Hello, The ability to change colors/customize buttons through the Zoho Desk Help Center customization portal has not been working for us for a couple of weeks. Last week, I worked with support to try to resolve the issue on our end but they were unable
Inbound email log?
We have several inbound emails that are not creating tickets. I need to search the Zohodesk inbound log to find out why. Where can I find this log?
Problem sending mass emails
When I send a mass email I receive an email saying how many recipents i have added but that zero or a very small number of emails were successfully sent. Why is it that barely any emails are sending? Am i doing something wrong when sending them? I have
how to add footer for confirmation email
We have created here an footer: https://desk.zoho.com/DocsDisplay?zgId=4241905&mode=inline&blockId=df0l15d92449c6ca742e69ff2c136f3169294 But how to add it to footer of subscriber confirmation email?
Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk
Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-related
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