How create ticket in Desk with JS?
Need to create ticket in desk.zoho from API with JavaScript Thanks
Filter invoices by user in invoice view
All users need access to all of our invoices. Is there a way to create a view based on the user so that it filters the invoices that they are the sales person on?
Zoho Projects: Quarterly Updates | Q1 2022
We would like to share the quarterly updates for the period January to March. User Hierarchy: Users can enable Hierarchy settings to maintain a tree structure based on user roles. You can assign reporting managers and approve Timesheets based on the reporting
How to get the agent response to ticket
I get tickets details with Zoho Desk API, I cant get the "First agent response time for each ticket", How can i get this info ?
Per-Row Slide Number Specification in Sorter View
Hi, Devs! Just another small idea of mine on improving the already-great Zoho Show app even further... I believe it would be useful if you could specify, when in Sorter View, how many numbers of slides you'd like to see in a row. I understand you can
Zoho Books shows the name of the custom field and the value on an invoice. How do we only show the value?
When adding a custom field to the header it shows both the value in the field and the name of the field. How do we set it to only display the value? For example Our invoice includes a custom field: ${invoice.cf_date_sent} On the invoice it shows up as
How can I create a list of dates between start and end dates?
I have the Start_Date and End_Date variables. I would like to create records for each day between those two dates. Is there any workaround to create the list of dates and then iterate it? I would really appreciate any help or workaround you may know.
Name of Deal module can't be changed back
I changed the name of the Deal module to Opportunities but it improperly showed the proper amounts on the deals screen. I then changed the name of the module back to Deals but it won't stay named Deals. It will revert back to Opportunities.
Zoho Mail view/layout on mobile browser is unusable. Not using the mobile-friendly view?
This is the view I have and I can't scroll left or right, it's just stuck looking at this corner of the page. I can select emails and it tries to present them but as you can see it's in a tiny section. I couldn't find the option to switch to a mobile-friendly
Manage whmcs tickets with zoho
Hello I hope you are well. I have a question about Zoho disk module can it handle WHMCS tickets Thanks .
Zoho is selling your information
I just registered a new client in Zoho One in the Philippines with a brand new domain name, email address, etc. Setting them up in Zoho One from the get go. ,A couple of days later I received an unsolicited direct marketing email from Devtac (A partner in the Philippines). Literally nobody has that email address, and it’s never been used for anything except registering for the new account. Zoho provided/sold my client’s info to another partner without my customer’s consent. This is a terrible practice,
Forms do not add a new contact to Campaigns on submission
When I fill out the form, the data does not get added to my campaign contact list. What might I be doing wrong?
Publish to Org
I have a template that Iwant to share with other form creators. I go to the template - click Publish to Org. The template now has an unpublish icon but the template doesn't appear in the Organization Tab of templates? What's up?
Ownership while creating new contact
While creating a new contact or deal, my users can choose who will own the new contact from the list of all users, including super admin. I want to turn off this setting so they can just create their own contacts and deals, and not be able to choose another
Zoho Projects task fields definitions
Hi all, Is there any place that I can find a list of definition and/or example about existing task fields in Zoho Projects? Some are obvious, but not all for me... For not editable or calculated fields, I cannot always see where does the information come
WorkDrive link marked as spam
Hi, just tried sending an email containing a link to a file on WorkDrive and it's been returned by the server as spam. Reason is below: SMTP error from remote mail server after end of data: 550 A URL in this email (zohoexternal . com) is listed on https://spamrl.com/. Please
Hand off from Zoho Bookings to Zoho Subscriptions for charging
Hi there, I have a service-based business with customers booking appointment slots. I currently set the cost of all my bookings in ZHBookings to 'free' as the products people can buy may not relate to only one booking. e.g. I try to upsell customers
Customer Portal Zoho Desk | Ticket creator name visible on ticket details page
Hello, How can the name of the ticket creator be displayed on the ticket detail page? If I set "Team Tickets" in the overview page, I can see the name: On the ticket detail page you see only the e-mail address of the contact person, but the name must
Inconvenientes con el limite de combinaciones con zoho writer
Buenas tardes Quisiera saber por que desde hace unos dias no puedo utilizar la combinación de documentos de zoho writer, tengo la integración de zoho form con zoho writer y zoho recruit, este mes hemos registrado 84 candidatos y tengo dos combinaciones
Zoho People Newsletter - August 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our August newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many
PRINTING
Hello, I would like to seek a guide on how I can print any type of receipt on a one-page slip using a thermal printer on Zoho Inventory. I have tried all I know I can do but all receipts printed comes out on separate pages. So, if I had to print a very
How to resend campaign to newly added contacts within its list
My campaign has already sent its email. My campaign is synced to Zoho CRM leads. I imported about 700 new CRM leads ZOHO Campaigns synced those new leads into my campaign's contact list. I need to resend the campaign to only the campaign list contacts
Track all customer and prospect interactions in Zoho CRM
Hello, I would really appreciate an help in understanding hit to the with the problem that we have many different ways a customer/prospect can interact with us: Zoho salesiq chat, forms on our website, social, trial, etc. We are really struggling in
Bounced Back Emails_Zoho CRM
Hello Everyone, We've set up a workflow rule to automate sending Renewal Reminder emails to our clients, with this, bounced back emails are inevitable. What could be the possible ways to prevent this from happening? Is there a way we could solve this?
Dealing with both B2B and B2C customers
Hi, our company sells to both companies and individuals. This becomes a problem when converting leads into accounts because the Company Name field in Leads cannot be re-named and it is mapped directly to the Account Name field in Accounts, which is a
Use makro for more than 25 tickets simultaneously
Hello, since the functionality of Bulk Updates is severely limited, see this post "Bulk update not possible - field is used in a validation rule", I would like to know how to solve the following problem with macros. Let's assume that the macro is to replace
Multi-select fields don't add items, they overwrite
Hello, For Action Leads/insertRecords? When I choose duplicateCheck =2, it finds the same email, and updates the record. Fine. But don't you think that all Multi-select fields should have Items added to the list, rather then replacing all the options
CRM to Campaigns Integration
Hello Zoho Experts, Anyone who has an idea how I could integrate Zoho Crm in Zoho Campaigns? I have this workflow rule created in Zoho CRM for our renewal process that will send an alert email to the clients reminding that the Service they availed is
Cliq messages get autoread without opening the chat
Hi. Cliq messages are getting autoread without me even opening that chat. It becomes difficult to keep a track of all such messages to ensure nothing goes unaddressed. I have to frequently open pinned and recent conversations to ensure I have not missed
Users
Hi there, With Zoho Learn, do the users of the course all have to have a paying Zoho Account?
Round Robin Exclusions Based on Days of the Week
I have a team that works regular shifts. Rather than have them mark themselves as offline, would it be possible to create an assignment rule based on days of the week? For example. Agent 1 - Works Mon-Fri Agent 2 - Works Tue-Sat Agent 3 - Works Wed - Sun Can I create a series of rules that excludes these agents from round robin based on the days that they work?
Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
Zoho Bookings Payment Integrations / Improvments
First, I just wanted to say I love everything Zoho does and how they products are constantly improving! Zoho Bookings looks to be pretty new app? 1) Payments - There does not seem to be any payment integration to get the data to your accounting app (Books or Invoice) available? - If Owner adds an appointment for a client, there is no way for the client to Pay for the appointment from either their portal or for the Owner to take payment. I cannot see this working in any fashion for anything other
Clear Task Dates
How to clear (remove) task start dates, due dates when a project is cancelled? I know it's doable manually but if there are 100 tasks in a project then I have to perform 200 activities to clear start and due dates, I want to get that done by automation
Do I correctly understand Stage History in Analytics?
Here's a 1:05 screen recording to illustrate my question. https://workdrive.zohoexternal.com/external/3d1ad810a1d8ba1739e4724f52b4c54d6403f452a4b004044447f9be4b582d97
RENEGOTIATING when providing the RCPT TO
I am having a problem sending an email, where thunderbird finally fails with an error of «Sending of message failed. The message could not be sent because the connection to SMTP server smtp.zoho.com was lost in the middle of the transaction. Try again or contact your network administrator.». Tired of that one, I went to debug if the error had more details by performing a command line connection: > openssl s_client -connect smtp.zoho.com:465 -crlf CONNECTED(00000003) (SSL information skipped from
Search records API - Sorting
Hi Is it possible to use sort_by and sort_order in Search records query? I tried using it and it works but it's giving me inconsistent results. https://www.zoho.com/crm/developer/docs/api/v2.1/search-records.html Thanks.
Notifications in Cliq client for Linux
If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible
Bulk update not possible - field is used in a validation rule
Hello, we have a custom field inside (checkbox) a ticket layout and want to update this via bulk updates. But inside the drop down „Select Field to Update“ the custom field is not there. The field to be edited is used in a validation rule. If I remove
Nothing Showing in All Projects Feed (Only Showing in Project Specific Feed)
Hi there, Currently, I can only see feed information if I select a specific project. If I choose "All Projects", nothing shows. Is there a setting I need to make to show project feeds in All Projects?
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