Force update of calculated field
Is there a way to force the update of a calculated field of multiple records? Thanks Oliver
Add comment shortcut "Ctrl+Enter"
Hello, it would be g useful to an option to "Add comment" on a project task simply by pressing "Ctrl+Enter". Is there any plan for this feature?
Online invoice payments via ACH bank transfer!
This is a great feature available in Quickbooks Online. The best thing about it is that they only charge $.50 per transfer! That's inexpensive convenience for you and your customers. How about it?
Outlook Add-In
I move from Zendesk to Zoho Desk, and I love Zoho Desk. The only thing I miss from Zendesk was the Outlook add-in. It was very simple. You opened the add-in, were able to change a few fields like title, priority, etc, and hit create ticket, and boom.
Emails From Gmail Not Delivering
Not sure if you've been through the same - emails from any domain other than gmail.com forward properly to Zoho Desk and appear as tickets. Any idea why? Thanks
Record Template - MICR Font
Please add MICR font to Record Templates. This will enable users to issue checks from Zoho Creator.
Help
Is it possible to change "Account name" to "Account ID". Labeling this a "name" does not make sense as you can only at this time use numericals. Anyways hope its possible, thanks!
Tip 4: How to dynamically display images in a live form.
Hi everyone, We hope our previous tip was useful to many of you here. We are back with a new tip that would help enhance the user experience of your app. Yes, that's right. Today, we will look at how to display an image in a live form that is already uploaded using another Zoho Creator form. That is, we will auto-populate the image within the Add Notes field based on input in another field. The logic behind this is pretty simple — just store, fetch, and display. To get a better understanding, let's
Timesheets for Administrative Employees
We currently use Timesheets in our Projects (with partial success), but the owners want employees to start turning in timesheets as well. My question is, how are you guys doing that For example, an employee has the daily job of answering phones, setting
Timesheet SOP
Hello Community, Does anyone have a SOP for entering timesheets that you would share with me? I want to make sure I don't miss any features. We have been using Projects and timesheets for almost 2 years, but there has been a lot of push-back and lack
Search by Ticket number in WhatsApp
Hi, I am currently using the WhatsApp business API beta on the Zoho desk. Is there any possibility to add an option to search chat by its ticket number in the WhatsApp module? Now we have the option to search chats based on the text, contact, and agents.
Enter key not working in Linux
I just started a few test sessions. My support computer is a linux machine using Firefox and Chromium. The test computers, the ones which share the screen, are Windows and Linux Machines. From Windows machines I download and start join.exe end everything went well. But from Linux machines, where the java app is executed, some keys sent from the support computer aren't working, like the Enter key and Backspace. In some cases, e. g. in a x-terminal, pressing ctrl+m can be used as a replacement for
Unattended Assist Issue with Grey Screen Flickering
When I connect to a windows 11 computer with unattended assist, i keep getting a grey flashing screen every like 20 seconds or so... it is making it difficult to do my work? anyone have a solution??
So Disappointed in Zoho CRM DMARC Efforts
I have been struggling with a sizable spoofing problem from my domain and implemented a DMARC reject policy in my DNS. After going round and round with Zoho on the correct SPF and DKIM records for CRM and Campaigns, I could never get my CRM emails to
Multiple modal forms for one record with prev/next buttons
Hi, I've made multiple modal forms with prev/next buttons for data entry for one record. The modal forms are opened as a pop-up. The one problem I have is that I can't close the modal form that is open when clicking the next or previous button. So that
Third Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?
%SO_Reference% suddenly appears on packing slip
All, out of a sudden, the %SO_Reference% field from the sales order is printed in the header of a packing slip. Where there recent changes or where is it coming from? How can we disable this field from being printed on the packing slip?
Zoho Books Bills not showing as an expense option
I am quite new to zoho books and looking at the tutorials there should be an option to add an expense like a bill but I have no options showing under the expense tab to do that? Is this because it's still on the free version or am I just doing something
Total Receivables and Total Payables on the Dashboard should include credits
Hello, When you create credit notes for customers or receive vendor credits from your vendors, these amounts are not taken into account in the information displayed in the "Total Receivables" and "Total Payables" widgets on the Dashboard. This is preventing
Contact Exports Improvement
Suggestions for improving the contact export so that it can be used to review/audit data: - A column indicating if "Show tickets from other contacts" is enabled - Because the system defaults this to on, we need to regularly audit this to make sure folks
Singapore DBS Ideal & Maybank2u Connecting to Zoho Books
Hi, I have been trying to search for the answer here in the community about connecting Maybank corporate and DBS Ideal Corporate bank a/c to Zoho Books but to no avail. Here are the screenshots of the error I got while connecting Maybank2u using my corporate
zoho books API, cannot get new version of postman oauth 2.0 working
Hi, I am a long time Zoho books user. I have written some API code for timesheet reporting for my own company. While I am able to make my own code work, I am unable to use the Zoho books collection in Postman. It looks like Postman may have updated
What is Live Chat meant to do?
What is this Live Chat button meant to do ? Because mine does absolutely nothing...! I thought it was meant to be to get support from Zoho Desk - it's getting frustrating having to create so many forum posts every day just to ask 15 million questions
Sort a list of key-values elements
Dear community. I have the following question. I have list called list_values: list_values = {{"name":'Carl',"age":6},{"name":'Adam',"age":8},{"name":'Bob',"age":9}}; I want to reorder the list values based on the name key of each key-value element, the
Woocommerce + Zoho Campaigns
Hi I want to integrate woocommerce with Zoho Campaigns but I have got some issue. I have installed the official plugin but it says there's no active installation of woocommerce, which is not true. while I keep troubleshooting, could you please tell me
Bills and Payments
I have customized our CRM system as a property management system. I want to add the monthly rent as a recurring bill, the rent payment as a bill payment, and a running ledger showing bills and payments. Is there a CRM module available I can customize
Zoho Desk automate sending tickets externally
Hi, The business I work for plan on moving to Zoho Desk for it's ticketing shortly. However one of the departments has risen a concern that they send most of their tickets externally to be resolved (to retailers). They currently use Service Management
How to add analysis across n:m modules into a dashboard?
Hello, let's assume we'd like to get the total amount of all potentials, that are related to campaigns. I'd like to filter by campaign name / start & end date in a dashboard. Then, I'd like to have either a widget or something else to display the sum
Getting Ticket Details by Status and Date
Hello, I'm trying to pull in all Active tickets that were created after a specific date. The URL I'm using is the following: https://desk.zoho.com/api/json/requests/getrecords?authtoken=MyToken&portal=MyPortal&department=MyDepartment&created%20time=05-Feb-2017&Status=Open&selectfields=all
How to set the width of the columns in a script
Dear community, hope you all are doing great, I'm creating this thread to check the following: I have a deluge script that creates a PDF file with a table and I'm strugling to set the width of the columns. Here's the snippet of my code which creates this
Assigning Tickets in Zoho desk
Hi Team, I am trying to assign a ticket to another person from another department. Although, the ticket has been assigned to his/her queue they are not able to see the ticket in their list. When I searched by providing the ticket# in their department
Link Smart Elements (Zoho Show) to tables in Zoho Analytics
It would be GREAT if you could create a feature that can connect the Smart Elements in Zoho Show with tables that exist in Zoho Analytics so the Smart Elements can automatically update themselves in the same way that Widgets do in Zoho Analytics
Session Word Count
I know there is a word/character counter at the bottom of the page, however, I would love to have a daily word count feature that keeps track of how much I added to my manuscript each day. I've used other programs that had this feature, but none of them
Zoho CRM - Importez des entrées de formulaires
Bonjour à tous, Les sous-formulaires ont toujours été essentiels pour associer des données supplémentaires aux enregistrements CRM. Et nous avons apporté quelques changements pour rendre votre CRM encore plus complet : les entrées de sous-formulaires
How to add a generic "From" address to use in Flow?
How can I add a generic email address such as "notifications@mydomain.com") as a verified "Send From" address in Flow?
Le Reply Tracking et ses limites dans Zoho Campaigns
Aujourd'hui, Zoho Campaigns vous permets de suivre les réponses de vos emailings grâce à la fonction "Suivi des Réponses". Vous pouvez conserver un enregistrement des réponses reçues pour vos campagnes. Avantages : - Vous savez qui a répondu à votre campagne - Vous avez une analyse comportementale de la réponse - Vous pouvez faire une "Campagne de suivi" pour ceux qui ont répondu Inconvénients/Améliorations : A ce jour, il n'est pas possible d'utiliser le "Reply Tracking" dans un workflow ou dans
How customize ZOHO Docs styles
HI, Please let me know how to modify the Styles in Docs. There are Normal, Header1, Header2, etc. styles each with character and paragraph properties. How can I modify the "font size" of Normal style to get such size everywhere in the document where the style would be used? Kind Regards
New Features rolled out on Mar 11, 2022
New Business Application Connectors We are happy to announce the following new Business Application Connectors. Advanced Analytics for Google Search Console The new Advanced Analytics connector enables you to deeply analyze data from Google Search Console.
EOMONTH Function
Does Zoho not support an EOMONTH function? I keep getting an error code. Is there a workaround? SELECT "Act. Gds Mvmnt Date", "Shipping Value", "Plant", "Name of sold-to party", "Network", EOMONTH("Act. Gds Mvmnt Date",1) AS "End of Month" FROM
Case Pack option for FBA Inbound shipment in Zoho Inventory
Requesting the send to amazon feature for FBA replenishment include the ability to : 1. Choose casepack as well as individual products 2. Choose who labels and preps 3. Choose the ability to ship via small parcel or LTL This would greatly enhance this
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