Embed Videos in KB Articles from Gallery
Hi, I'm currently writing articles for our new KB with Zoho. There is a gallery feature which also lets you upload and show videos. I uploaded some tutorial videos and wanted to embed them in the corresponding articles. It turns out that you can not embed
Dispatch Scheduling
When will zoho desk build in dispatch scheduling, as an MSP we have to schedule on-site visits, currently we have to use Outlook or another system to schedule..... Thank you
Zoho Desk Limitations
Hello, 1. We have 100 landingpages and wanna map each form from website with an specific zoho desk team. But i see in desk plan a limitation: Supervise - Time-based Rules -> max. 30. See also my attached screenshot. Question: Is it possible to map each
add Products to modules sitemap
is there a way to add Products module to the main zoho #desk sitemap, similar to standard modules - tickets/kb etc., so that to get to the products one would not need to go to the Setup-> GENERAL-> Products, but rather directly from the menu? Thank
New fields are now supported in the latest version of the Sprints Android mobile app.
Hello All, In the latest version of the Sprints Android mobile app (v1.1.32), we have brought in support for Percentage, Currency, Lookup & Multi-User Picklist type fields in Add Item, Edit Item & Item details modules. Also the mandatory default fields
Unable to upload image due to special characters
I'm trying to upload my company logo to set up campaign content. However, when I tried to upload it keeps giving me an error that I have special characters in my image. I have uploaded my company's logo to many different websites but I have never encountered
Default addresses when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Not able to download attachment...
Facing Below problem while download document, may i know the reason ? This webpage is not available The webpage at https://projects.zoho.com/portal/elantechnologies/saveAttachment/Project1.doc?file=04006ac1f66b7a9a95d71a784b47c87ac0cad0b1ebc388b22a0ab2c2ee84d32760811bb3bc3a4777b2cb84e94a5990d8might be temporarily down or it may have moved permanently to a new web address. Here are some suggestions: Reload this webpage later. Error 354 (net::ERR_CONTENT_LENGTH_MISMATCH): The server unexpectedly closed
Service hours provided vs available in Zoho Desk
Hi, The use case is the next: A company sells service hours, for example sells to 10 hours of "X" service of service, I mean the customer has 10 hours available to request "X" service, the client generates requests, the agents attend them and record the
Google Ads GCLID field mapping
Hello, I have integrated my Google Ads and Zoho CRM account. I have a form created with Contact Form 7 in Wordpress. The issue is that I can't pass the GCLID information to Zoho CRM. To map the fields I use the Zoho CRM Lead Magnet but among the fields
How to add auto incremental number in formula
Hi there, I don't know if this is possible but here it goes: I need to create a custom field for Deals so every time a Deal is created it has its own unique code, which is made of the first three characters of the Account name + an auto incremental number. Let's say the Account name is John Doe, the first Deal to be created would have the code JOH0001, the if another deal using the same account number is created, its code would be JOH0002, and so on. If another deal is created but form another account,
Print template in list view.
Hi, is there any special way to use a template when printing in list view? I have followed the online examples, but can only get it to work in summary view so far
How to create and assign task in Zoho CRM after submission
I know there is a way to create and assign a task in Zoho Forms, triggered by a submission. But is there anyway to create and assign a task in the CRM? Zoho Flow doesn't give the option to create or assign a task. Thanks in advance for any help.
Integrating Data from Zoho Mail in Creator JS Widget
I have an HTML page in creator app that pulls emails from Zoho Mail. I'm recreating this page as a JS Widget. Is there an easy way to connect to the Zoho Mail Api to pull the same data through to the widget? Thanks
Delete Facebook and Twitter Messages
Is there a way to delete Facebook and Twitter messages which have been responded to? I have even removed the messages from Facebook via the Facebook Business Manager and they still appear in Zoho Social. Thank you.
Where is 'Customize Working Hours"? See screenshot
Where is "Customize Working Hours?" This person is a manager but the "Customize Working Hours" checkbox is absent.
Creating invoices in French and in English
My Zoho system is set up in English, which is my preferred language. However, I would like to be able to send some invoices in English, while others in French. Can you please let me know how to create invoice templates in different languages? Thanks
How to automatically refresh a custom Contact field daily?
Hi, I created a field that calculates the days since a certain date from a Contact record. However, this field (see attachment) calculates that number of days only when that date is created. I would like that number to be calculated daily, since the
Row spacing in template report
Hi all, Where can I find the documentations to configure the spacing between line/rows in the report template? The spacing on each rows using the templates is too huge, I don't know what parameters to adjust, any pointer is highly appreciated. T
Mail box deletion
Hi i have deleted by misate on of the user account, possible to recover the same ಅಭಿನಂದನೆಗಳು / Best Regards Ramprasad K A Aarohi IT Solutions Private Limited 1065, 16th Cross, 1st Stage, 1st Phase Chandralayout Bengaluru - 560 072 Mobile +91 99
Community Digest: Samenvatting van Maart 2022
Beste Community leden, Maart zit erop, en dat betekent dat het tijd is om terug te kijken op wat er in de afgelopen maand is gebeurd binnen de Zoho Dutch Community. Wij hebben afgelopen maand weer verschillende Tips & Tricks mogen delen over Zoho Desk
pop up reminder
HI there Hope someone will be able to help me I have a schedule set up for Birthdays. Is it possible to create a pop up (instead of sending an email) with all the schedules for that day Regards
New Users
Hi, I'm inviting 2 new collegues to Zoho Vault but they are not receiving the invitations
iPad not showing full screen
I am trying to use Vault on an iPad Pro, with most current iOS. The right-hand side of the screen is cut off, so I cannot see the actual password or read any notes. There does not seem to be any menu with settings, tools, or other options visible in the
OTP
Allow storing and generating One Time Password inside the vault, like 1Password offer.
Add custom field in a task
Is there any estimation on when this feature will become available. We are seriously considering to move away from zoho projects due to this limitation.
Zoho Vault App - Switch Users
I have two Zoho accounts...one paid for work and one free for personal. Yes, I know I could combine them, but my personal one is used by my whole family so I don't want to mix business with pleasure :). My question is does the app have a way of "switch user" without having to log out and back in? I haven't found a way, but thought I would ask the community. Thanks!
Left Justify template email
Is there any way to left justify a template when sent out as an email? My team's email signatures sit on the left side of the email/page, so when templates are sent out and sit in the centre they end up looking a little odd. The only solutions I have
Send Candidate data to backed Django web Application
Hello folks, I create the Extension in zoho recruit and create button in candidate details page when click on button how can i get candidate data and send to perticular URL?
Cannot remember which e-mail I used for a domain
Hello, I set up a zoho mail account for one of our domains - and I cannot remember which e-mail I used to setup the account. The domain is vitol-energycompany.com Thanks, JHL
WorkDrive Scribbles and Widgets
Have you ever had an interesting idea, but no way to record the images and words you need to share it? Have you ever wanted to send a colleague an important spreadsheet or slideshow file, but couldn’t because you didn’t have access to your computer?
Introducing Bigin Premier: Multi-currency, Advanced Workflows and more!
Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know.
Importing data (form and subform) from external platform to ZC
Hello, Could anyone help please, how I could automate data import from excel or csv (which is more reliable) to Creator? I have a sales form with a subform of sales details ( and there is a main form behind the subform). Currently sales invoices are entered
Editing CSS
I'm editing my website www.mundozoho.com and I wat to change the background colour of my left sidebar. I tried to change in Manage-Settings-advanced HTML/CSS the clour of my sidebar, but the button save does not do anything. Changes are not saved. How could I change the colour to white, or gray, or any other colour? To make sure I'm doing ok, I attach an image where I'm trying to edit CSS Thanks.
Advanced filter which support more character or excel file
Hi Team, We have the ZoHo enterprise version, and we have around 137K records in the lead module and it is increasing day by day. We have created one custom field called "Device Serial Number", Each record has a unique device serial number. as you can
Save More Time with Automation in Zoho CRM
Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency. Zoho streamlines the business processes and segregates
Domain Mapping
Currently I have mutiple domains mapped eight in total. When I add an addtional domain and get to the Apply Domain stage it states it will replace the original account domain. That is it replaces and deactivates the first domain name on the list (the
All forms APIs are throwing error
Hello, I wanted to find out "Erecno of the employee" to fetch leave details of an employee (I don't know why there is no flexibility of fetching details based on employee id, which would be much easier), so I tried to fetch the details using Fetch Record
Webhook is not triggering on editing of messages in any channel.
I have configured a webhook in my zoho cliq channel. When any message got sent to that channel. The webhook got triggered and sent the data of that message to my specified url. But when I'm editing any message, then the webhook is not sending any data
Apply Quick View Custom Layout on Custom Filters On Mobile Apps
Hi, I've created a reports with Custom Filters, but when I switch from the main reports to the filtered reports, the custom template did not applied on the Custom Filters UI. I don't seems to find away to apply the custom template on the filtered
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