Parent-child Ticketing Extension
Hi guys, Do you have any idea on how we can track the parent-child tickets relationship in a dashboard or in a list? I figured out that this extension creates a new column ''Associated Type'' but i am wondering if is it possible to create a ''Parent ID''
Cannot install Zoho WorkDrive client on MacOS
I started using Zoho WorkDrive in October 2019, but cannot get the application to work on my Mac. The program prompts to login, but never completes. I've tried later versions of the client, and even upgraded to the latest MacOS release, but the problem persists. I've had Zoho support login twice now to replicate the problem and do some debugging. Then... silence. I've chased numerous times, but all I get is assurances that this is being treated as a "high priority". It obviously isn't because otherwise
Static Report API
I want to access report from: Analytics -> Reports -> Response Time... Is there any api for this...
Related Lists for Composite Items
Composite items really need to have related lists available, just like regular items. It might be even more important for composite items. The pressing use case here is for people who are using the Zoho ecosystem for manufacturing. One of the shortcomings
En panne depuis 2 semaines avec la synchronisation Campaign CRM
La synchronisation telle qu'elle m'a été présentée permet désormais de relier les champs des comptes et deals au contact. Ce qui est une énorme avancée et que j'espérais depuis des années. Faire de la segmentation en B2B sans le comptes semble de toute
How can i use zoho calendar event search api?
The documentation of zoho calendar api does not gives a good idea about how to use these api's. I'm using zoho calendar api for my travel booking app, so I need to search an event with particular tilte so I used search api wich is giving me response "No
Endless Loops of Redirect
this is weird... I have done absolutely NOTHING.. all this was done automatically by Zoho and I am rather ticked off. First the SSL certificate was dropped by Lets Encrypt (as we are a non profit) yet I do have a secondary SSL cert by DigiCert, Inc (
Chatbot from Sales IQ causes trouble with website
Hello Community, Does anyone know what this error message is and how I can fix it? (Please see screenshot) Since we installed the Chatbot from SalesIQ, the website became very slow, and we had a very high bounce rate. Since we have temporarily disabled
Deprecating the departmentIds query parameter
If you use the "List Products" API to fetch a list of products from your help desk portal, this announcement is for you. This is to inform you that we've decided to permanently deprecate the departmentIds param from both requests and responses presented
Introducing Expo management
Hello everyone, Associating yourself with brands that align with your event's theme can help you increase your event's influence and make it more tangible. Invite these brands or businesses to be exhibitors at your event and allow them to showcase their
How to implement Popup Survey to our website?
Anyone, knows how to implement Popup Survey to our website. There's error zs_intercept is not defined? i have plannig, to implement this popup to our web (using Nuxt).
Initiate Read-Only State at Stage Change?
I've found a couple similar questions, but no answers (if there are answers that even exist). I'm just going to see if any of you smart people can figure this one out. :) And thanks in advance for any help! Pretty simply, I need the Gig Name (we've renamed
Can I add several tasks to several users?
Hello, currently I got some processes running outside zoho that I would like to add. Is there any way to load a batch of tasks to certain users? For example: add 50 specifici processes to 5 specific zoho users. Thanks in advance.
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Template Email Responses Rather Than New Email
I'm new to Zoho CRM and I've been playing around with the Email Templates as a lot of my email conversations are very similar. Whilst I think it's great to be able to send templated emails to leads, I was wondering if there was a way to send templated
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
Introducing Zia Similarity Recommendation
Dear All, Hope you are well! We are here with an interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation. Let's go! Zia Similarity Recommender is a handy tool that compares your record with other records present in the
Custom Functions in Zoho Bookings Not Working
I have a custom function in Zoho Bookings that whenever an appointment is booked, a lead is created in Zoho CRM. However, when I tried testing out the function, there wasn't any lead created even though it said 'saved successfully' and 'executed suc
How to modify CRM right panel in activties
In the activties detailed view there is a right panel with contact informaiton, i would like to edit this to display more contact information but i cannot find it in the regular module modification sections.
Need more details about how item querying works.
I'm implementing a search function with API on my platform. And for some reason it works differently than in Zoho UI. Let's examine querying for Estimates in Zoho system. This is how Zoho search looks like in their UI: https://books.zoho.eu/api/v3/estimates
Invoice customization
Hi , I need to get the invoice customized as per the attached format i m unable customise from given templates pls help regds rakesh 9953662439
Tiny Tip Tuesday #38
What's new in display logic? In a previous tip, we've already discussed what logic means in a survey and how using logic conditions can help you gather the most accurate data possible. While there are different kinds of skip logic options available in
Numbers in dashboard are not colored
Hello. We included the rapport "Pijplijn van werving" to our introduction page. However, some numbers are not colored. How is this possible?
ASSIGNE MULTIPLE SALES PERSONS TO ONE CUSTOMER
I've been using "Assigne customers Only" feature and I have a requirement of assigning many sales persons to one customer. As an example we have fans and pumps divisions and saperate sales persons are working on those divisions. We are now quoting to
Free Zoho education for all!
Hey all! I’m Peter, Founder of The Workflow Academy. Besides Zoho itself, we’re the #1 worldwide provider of Zoho education. We’ve been consulting and developing in Zoho for almost 5 years — almost immediately, I recognized that there wasn’t much of an
Input Box in custom module like that for stages in deals
I am trying to setup a custom module with a dropdown list that when clicked on a certain option and saved a input box pops up with a input field where i can give a reason why this option was chosen like that in the deals module when a new stage is chosen
Academic Research: Perceptions of Organizational Justice in the Technology Industry
Request to Participate in a Research Study https://survey.zohopublic.com/zs/pczG3f My name is Alexandria Simms, and I am a student at The Chicago School of Professional Psychology. I am conducting a research study on the perceptions of organizational
Can Zoho Mail copy these features?
Hi. I found https://www.hey.com/features/ last week, and I am amazed about the features they provide to manage the inbox mail. Some examples that I would like to know if the Zoho Mail team has considered to implement: Feed view: There is a "folder" for
I want to define a class in a client script and load it in a different client script.
Hello! I have created a class in CRM's Cleint script and I want to load it in another Client script. When I define the class, I put [export] at the beginning and I get an I get an error. Nothing is shown in the error message. If anyone has a solution,
Change Custom Domain on Zoho Social for Agencies
Hello Guys/Gals, We are rebranding our product and need to change the portal's custom domain. How can we do this, I did not see an option to do so, just change the name and the 'slug'. Thanks.
International Charactes is not handled correctly in search orders
Good morning ! I need all Zoho Management attention on this matter. I need a fix ASAP or you will loose customers and a also me delivering services. The alarming thing I would like Zoho to get fixed is the incorrect sort order for international languages.
Change in the nomenclature of the tickets
Hi, I have a big problem with a bug. Several times, after sorting and closing some tickets, the titles of these same tickets change to just one of the words used in the nomenclature of the ticket. I would like a quick solution to this, as it is causing
How to Save a Sheets File on Mobile Device
Just as the Title says, I can't find anywhere on the mobile app for Sheets to save a document. It doesn't seem to Autosave. Pls Advise George Lea
uploadDocument API call is not returning candidate ID
Hello! I am a Zoho Recruit Trial user and have built an API integration to call the POST uploadDocument endpoint. When do a POST call to uploadDocuments I get a 200 response but there is not candidate ID or error message. I tried manually uploading the PDF and it does create the candidate through the web. POST https://recruit.zoho.com/recruit/private/json/Candidates/uploadDocument?authtoken=<redacted>&scope=recruitapi&version=2 documentData=base64 of PDF fileName=abepark.pdf {"response":{"error":{"code":"null","message":"null"},"uri":"/recruit/private/json/Candidates/uploadDocument"}}
Accessing LandingPages
Hi there, I'd like to start using LandingPages, but when I try to access I'm told I don't have access to it. There is no obvious link to get access. I am the SuperAdmin for our ZohoOne licence. Additionally I'm not able to find LandingPages in the main
Your Phone (WIndows 10/ 11) Integration
Hi, We are using Your Phone app of Windows Operating System in Laptop and PC which is sync on our mobiles phone. Now, We are thinking if you have plans to integrate with this app. Thanks, Ron
Cliq having issues on laptop
Have issues on cliq all the time from my Dell laptop. Never connects with video or it keeps saying waiting for the device to connect. Other employees are able to connect right away but even installing the app on my laptop does not help.
Emails show delivered but they are not
I just sent two email campaigns. Both show up as delivered. I am a twice listed recipient on two separate email accounts but I never got the email and none of the emails allegedly sent to other email recipients were opened leading me to believe that Zoho did not deliver correctly. Any thoughts?
Canvas Issue Aligning Buttons
In the editor, the buttons line up perfectly with each other on the same horizontal axis, but then when viewing in preview and live, the 2nd button falls out of alignment and I cannot figure out a reason why or a solution. Any ideas? I've attached screenshots
Report - total number of deals
Hi, I want to generate a report but just couldn't get it. The report that I want is based on the total number of deals generated based on salerpersons and a specific time frame; across all stages including Win and Lose. E.g. I want to know how many deals each salesperson has worked on from 1/1/2018 - 31/6/2018 for all stages and types.
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