Agents are seeing notifications from everyone.
In the Notifications in the upper right of the web interface, is there a way to make it so each agent only sees notifications for tickets that pertain to them? Right now whenever an update happens to a ticket it's showing up for everyone in the Not
Email for assignment and remiders for task not showing in Zohodesk
I have not been able to receive Emails for assignment or reminders for task in Zohodesk. I can confirm that I am able to receive them on our email server but I cannot see them in ticketing system. I am able receive all other emails just fine.
Part invoicing from a Sales order
When you create a sales order for 10 items. 8 of them you have stock of, 2 are not in stock. We only want to invoice 8 and 2 can only be invoiced when the new stock arrives. How can this be automated so that the new sales order for the 2 items can be
Using a form for generating a link to a form with filled field alias
Hi, I was wondering if there's a chance having a form where you fill in some "field alias data" to generate a link to a form filling those field aliases. Let's say you have a prename (p) and name (n). The form allows to send this with ...LINKTOFORM?p=...&n=...
How to grant other Roles (other than admin) the right to regenerate a pivot report ?
Is there a way to grant other Roles (other than admin) the right to regenerate a pivot report? Maybe I am completely missing this in the Roles/Permissions back end.
Yahoo blocking mail from Zoho Mail
Yahoo has been randomly blocking email. Is anyone else having this problem?
New Features in Zoho Projects
Zoho Projects has added new features to enhance project management. Here is a quick rundown of some of the features. Import users from a CSV file. Portal users can now be imported from a CSV file. This feature is a beta release, and you can write to us
How can I allow group emails be sent without waiting approval from a mail moderator?
Im new- and when I send a group email I noticed I have to approve a group email?? In the mail moderator folder it has two options - approve and bounce back - Will bounce back allow the group email to be sent??
Any advice/expertise as to Sage 50 (UK) integration with Zoho One apps
Hi there; My organisation is looking at integrating Zoho Books/CRM with our Sage 50 (UK) accounting. I've been shopping around and there seemingly a range of services available. Was wondering if anyone here had experience to share with these third party
How can I automatically add people I email to safe senders list?
Hello, Right now it often happens that a reply email from people I have sent an email ends up in the spam filter. That's annoying because I want to give those people an answer immediately. How can I prevent this from happening? Thanks!
"Invalid Ticket Id" error message in Zoho recruit.
I'm trying to use "updateRecord" in deluge through Zoho recruit but I keep getting an error that says "Invalid Ticket Id". candidate = Map(); candidate.put("Owner",zoho.loginuser); zoho.recruit.updateRecord("Candidates", recordId , candidate); I also
Convert Closed Won deal to A Custom Module
I am trying to figure out the best way to accomplish this task as I need to convert closed won Deals to a custom module im going to name Post Sale, we have various tasks that will be completed after the fact and I felt that going with a custom module
Sending recurring surveys from Campaigns and sending survey reminders using Campaigns
Hi! We are planning to use Zoho Campaigns to send out an internal survey that needs to be sent monthly. 1) What is the best way to schedule the monthly campaign in Zoho Campaigns? 2) How can I set up reminders for ONLY those who have not yet completed
How can I trigger a task on competition of a task
I want to trigger 3 other tasks on completion of a particular task and so on. Sometimes 2 tasks got triggered by completing of one task. But I can't find any particular setting to manage that. As well as the project statuses are useless at I have to
ID for picklist value in record API
Picklist data field type returns a simple string value via get record REST, i. e. /crm/v2.1/Conctacts/1306462000000888026 { ... "id": "1306462000000888026", "CustomType": "foo" // 'CustomType' is my custom picklist field ... } CustomType picklist
Datums-/Kalender-Darstellung bei Eventserie
Szenario: Ein Event findet über mehrere Tage statt, sagen wir mal von Donnerstag 20. Januar von 9:00 bis 12:30 Uhr und am Freitag 21. Januar von wieder 9:00 bis 12:30 Uhr. Eine Serie. Aus der Eventliste ist dieses nicht zu erkennen, deshalb schlage ich
Signature copy works only in Firefox and Safari
HI, I noticed today a problem during a demo I did of the email Signature Campaign. I shared the sigature to myself, received the mail with the link to the signature to be copied: I tried all of the tab (except outlook, I'm on Mac), to copy the the clipboard.
Record Project Task Status Changes (Status Timeline)
We need to track the average business it takes to complete a tasks with some exclusions. We use Projects to track incoming orders. Before the order can be entered into the system several steps need to be accomplished. The process has a general order
Tip 50: Customizing fields and layouts for time logs in Zoho Projects
Dear users, We received many feature requests regarding customized timesheet fields from you. A few of them are highlighted below: "We would like to add a dropdown in a time-log with some custom values in it, preferably connected to a field in a task/issue that sets a default value but can be overwritten." "We have a few projects wherein we want resources to clock hours against specific items. We have multiple sub-projects under a specific client project and would like to capture hours for sub-projects
Wordpress - Administrator access only?
Hi All, I've followed the installation guides and have noted when trying to run tests that the chat window only appears on our website if I'm logged into Wordpress as an administrator? When viewing our website not logged into Wordpress, either from a
Unable to access related records for multi-select lookup via REST API
Given I have `foo` and `bar` data fields: Campaigns.foo - simple lookup field, linking deals module `Camaigns.bar` - multi-select lookup field, linking deals module I am not able to retrieve the multi-select one in the records list REST API: /Campaigns?fields=bar`
What are the best practices for sync and view set up, were are currently out of syncs
I work for a company that regularly goes to trade shows and when we leave the tradeshows we come back with a list of badges scanned in an excel document that we upload into Zoho and then use specific views for the specific trade show and have other syncs
[Resolved] Finding cancelled ticket
HI, I'm managing a Zoho Backstage for a client. We are 4 admin. For every ticket sold and cancelled I get an email notification. This time, the host of one event received a ticket cancellation (I don't). This cancellation seems to have been done by one
Index card as summary for printing
Hey, I've got the request to generate an index card which can be printed. This should have company data as well as all contacts and the notes. I've tied to generate a print template - but there is no possibility to add the notes into the templates. We
Creating a URL filter when there is a space in the criteria
I've inherited a data set where I can not change the contents. There a number of drop down values that have spaces in that I would like to use for filters in a report : https://www.WEBSITE.com/#Report:REPORT?record_owner=portal_username§ion="Buildings
Zoho CRM / Task View, defaults and custom views does not load anymore
Zoho "deactivitated" Activities and split into Tasks, Calls and Meetings. Since then I have switched 2 views but now module "Tasks" does not load anymore. It has worked until last Thursday. I cannot see even default views, this applies also to other
Notification that an item has been submitted for review
Hello all, I have set for a category that all submitted articles must be reviewed and approved by a specific person. I noticed the following things. If and what the reviewer has to do / to check, he must manually and actively gather. For example, he must
How to add Zoho Forms into the Desk Customer Portal
Hello, We would like to prepare a special customer form ( This form will be dynamic, so I need to use Zoho form, Advanced web form inside the desk is not suitable for us ) and to integrate this form to our desk help center. 1- The customer must sign in
CRM and Recruit Intergration - Converting Candidates
I am using Zoho One for my recruitment Agency. I am currently storing potential candidates and clients in the lead list on the CRM. Only candidates I have qualified personally and I have their resumes are going under candidates in recruit. Once I have
How to auto-start Cliq when Windows 10 starts?
I prefer to use the Cliq Windows 10 desktop client and I want it to start when Windows loads. I know how to manually add a short cut to the Windows start sequences but I cannot identify the Cliq executable from which to create the necessary shortcut. In which folder is the Cliq exe located?
#11 Zoho Books Digest
Hello Readers, We are back with the 11th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Solutions Talk series with Zoho Books Are you a business owner in the Middle East looking to streamline your
Error - When integrating forms with desk
Message: Layout is either invalid or deleted from your Zoho Desk account. Remove the current integration and reconfigure. I have setup the integration between forms and desk with all the fields mapped. When I am finished it says integration successful
Where to find the Custom fields limit?
Hi, I want to add custom fields in Zoho one edition but before I do that I need to know is there a way to check the allowed number of custom fields and the maximum limits for the different types of fields, especially for check-box and lookup fields? If
Zoho WorkDrive : une collaboration renforcée et une meilleure accessibilité
Bonjour à tous, Aujourd'hui, la nature du travail évolue d'un environnement à distance à un environnement hybride. Au milieu de cette transition, l'accessibilité des données et la collaboration en matière de contenu figurent en tête de liste des défis
Deactivated Users will accounted for the number of users?
Hi All, I have added a user to my apps, but unable to removed from the list of users and I can only deactivate the user. My question is will this user occupy my users count when it is deactivated? Thanks!
Calculate Business Hours for Contact Resolution
Hi, I've got a table that gives me a datetime expression for "case creation" and "case close". I would like to find how many Business Hours a case remained open for as contact resolution is one of our KPI's. Case Creation Example 2017-09-25 14:15:07.000000 Case Closed Example 2017-09-25 16:06:02.000000 Business Hours Monday to Friday 09:00 AM to 18:00 PM Is there a formula that would allow to do this? Thanks
Time Schedule Email
Hi! I love the time schedule feature to send emails. Can you add this feature to the mail app? It would be great to do on the go and not just from a desktop. Thanks!
Email Migration from GSuite to Zoho Mail
Zoho Mail is renowned for offering customers a much better business email experience. It offers a quick and seamless data migration process that makes transitioning from GSuite easy. You can easily migrate the mail, calendar, and contacts data from the
Subform content in email
In Creator, I have a workflow that's set to email the form submitter with all of the data they submitted. I'm using the "Include user submitted data". However, the email they receive doesn't include subform fields. It's critical that they see that subform
Notification Email not sent on ticket creation
I have enabled "Contact Notifications" -> "Receiving a new Ticket". My understanding is that this will send an acknowledgement email to the contact. Unfortunately, emails are not being sent to the contact on ticket creation. A look at history suggests that this is not being triggered either. "Contact Notifications" -> "Closing a Ticket" and "Department Notifications" -> "Creating a new Ticket" seem to be working fine though. Only "Contact Notifications" -> "Receiving a new Ticket" seems to be having
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