How to trigger 3 tasks on competition of a task in Zoho Projects
Problem is very simple, How to trigger 3 tasks on competition of a task in Zoho Projects User should have get an notification in projects as well as through project bot in cliq. I'm not talking about email notifications here, those can be discarded. In
E-mail Templates
Hi, It would be great if we could create e-mail templates with the ability to set users to be copied in CC and BCC. Thanks, Fabio
Insert link on picture in signature not working
Hi, I have tried adding a link to a picture in my signature, however I always get the "Selected text" field popping up, instead of just the web address (reference : https://www.zoho.com/mail/help/insert-images.html#alink3) I tried from Chrome and Edge, and I have the same behavior. I have made sure that I have selected the image before clicking insert link, to no avail. I have attached a screenshot showing the sequence of actions that leads to the problem. Thank you for your help. Stephane
Fetch Creator Record
I am trying to fetch a record from Creator but it does not seem to be working for me. Please see below that shows the invoice id is not carrying from the “Payment received” output over to the "Fetch record” input.
Can a notification be raised if an account raises more than X tickets in a given period of time
Hi ZohoDesk, We would like to raise awareness that a particular customer has raised X amount of calls in a short period of time. We have had instances where Account Managers, End Users and Technical Staff have all logged calls and different members of
Podcast RSS Feeds Aren't Fully Compatible With The Tags
Problem It seems that the RSS implementation made some assumptions about the format of RSS. Of course, being nothing but XML, "Extensible" is an important term - to the point that I feel the tags are too limiting. Situation Many podcast RSS generators
Unsupported function used in query
In the image below, the highlighted line of text is what is causing the problems Basically, what I want to do in this query is return the "DeptEstEnd" (which is a date) AS "Capacity End Date" when this date in the query is greater than or equal to the
Conditional Formatting
Hi All, Can i do a conditional formatting based on another column in pivot report?
Edit Recording Name
Please add the ability to rename a completed recording. There are two main situations when this would be helpful: Currently, when creating an impromptu meeting, it's named "{Username} Meeting". EVERY TIME!!!! I have 15 recordings with no indication of
Anyone getting "Unable to reach the server in Zoho Mail"?
I am trying to log into my email but when I look in my inbox, I get "unable to reach the server". Anyone know how to fix this?
Link Upload Subform Record to Main Form via Deluge Scripts
Hi, I have a main form (MainFormA) that contains Sub form (SubformB) as I need a record to group the records in SubformB via MainFromA as an entry records. I created a scripts to be executed when records in SubformB are imported via on success and the
Neue Druck-Icons in Angeboten
In Books haben jetzt auch die Angebote (Kostenvoranschläge) die gleichen Icons wie in der Rechnung. Szenario: Um das Ergebnis eines Angebotes zu sehen, also mit Logo, Seitenlayout, etc. war es sinnvoll das Druck-Icon anzuklicken um die Druckvorschau zu
Subform- Report
I need a report with the subform data, and I can not. how do I do? can I create a report in html and using data from a subform?
Zoho Suggestions
Hello, please consider the following Allocating a salesman to a particular business customer Giving users the option to commit stock or not because many customers request a quote then never buy, so if a salesman does not follow up the stock remains committed.
Is it possible to change the associate template for an existing SHOW presentation
If I have a SHOW presentation that was created with either no template or an existing template, is it possible to change the underlying template for that presentation? I know I can create a new presentation based on the new template and then copy the
Introducing Custom Emojis😀 and Stickers in Cliq
Hi all, The much-awaited feature is now live on popular demand. Zoho Cliq brings you "Custom Emojis and Stickers" to keep your conversations interactive and lively. The users now get to add custom emojis and stickers and share them organization-wide.
Missing Table View
I'm an admin in my org & I mainly use table view in Zoho Desk. Yesterday afternoon I noticed that I no longer had the option. Anyone have any ideas?
Reports / Analytics Components needs a way to join Leads and Converted Leads (Contacts)
Currently it is difficult to get a monthly or quarterly snapshot of total leads because when the lead is converted, it moves out of any Leads Report or Analytics Component. I want a dashboard where I can report on the total # of Leads by Lead Source,
Customize Module "Leads" to add products and add book download as hidden form
I'm a consultant. I have a free ebook download. When someone fill out my "Free Strategy Session" form, I promise them to automatically email them my ebook. My "Free Strategy Session" form has 4 visible fields and one hidden field to track which form
In CRM app telephony Norway
Hey! Are there any telephone companies in Norway that integrate with Zoho CRM? We will have a main number to our business that will be routed to our mobiles and answered and logged in the CRM app.
How to add a Watermark on q Quote Template
Hello everyone. I am currently facing an issue. I want to add a watermark behind my quote template. Any ideas how I can solve that issue? Thank you.
Email not sending only receive
Hi I just renewed my domain estudiothiagodrummond.com.br and lost the txt, so I put it again as seen in other topic but still not work for me, can you help me ?
Cess
Can i adjust itc cess amount to cgst & sgst
JSON not well formed error
Hello. Can anyone tell me why I always get a JSON not well formed error with the following command? I can not find the error. zoho.books.createRecord("contacts", "12345", { "contact_name" : input.first_name, "company_name" : input.account_name_company, "contact_persons" : { { "salutation" : input.salutation, "first_name" : input.first_name, "last_name" : input.last_name, "email" : input.email, "phone" : input.phone, "mobile" : input.mobile, "is_primary_contact" : true } }, "billing_address" : {
Sort Kanban by due date
Hello Team, Is there a way to sort the tasks based on due date?
Building a system for award judging.
I need help building a system inside Zoho to judge awards. I think Zoho has all the right "plumbing" but it's hard to know how to hook the pipes together. The system I envision has 2 parts... 1. Collecting entries I want to build a form or a Creator application
Mark event participants as attended/not attended, using Event Date in Workflows, sending participants emails
I can create events and add leads are participants. Is there a way to mark a lead as having attended the event? They are marked as having accepted but I can't see a way to denote whether they came to the event. Is there a way to use Event Date that
Zoho One Subscriber - Successful migration from Google to Zoho Mail & TeamInbox
Hi, We are a Zoho One subscriber for past many years. We are also a Google Workspace Legacy User. We are about to make the transition from Google Mail / Drive to Zoho Mail, TeamInbox & Workdrive. Is there anyone who has done it successfully or can share
Zoho User Group Meetups - March 2022
Hello everyone, We're elated to announce that we're hosting the Zoho User Group (ZUG) physical meetups in the Middle East region next week. In addition to Dubai, we're starting Zoho User Groups in Manama and Doha. In case you aren't aware of Zoho User
Zoho People: How to disallow access to deleting a timesheet after it has been approved
A user created a timesheet. It was approved. They then deleted it and resubmitted a new one. Is there a way through access control in roles to restrict users from deleting their own timesheet?
Integrate formula field in ZOHO FORMS with CRM number field
Hi everyone, I have a formula field in the form wich calculates the age of a person. The output is a number without decimals, I have a field called "age" in my CRM lead module, it is a number field. The problem is that Zoho forms doens´t allow to integrate
Careers Site & Jobs
Hi, Is it possible to categorize job advertisements in the careers site into two categories? E.g. at the top of the page we have 'Active Jobs' then at the bottom we have 'Past Jobs' or something similar. Instead of inactive or past jobs being removed
Which notification disables these cc emails?
See this screenshot - how do you disable these cc email notifications? Or if it is not possible, where can you edit this email template?
Zoho auto blocked user even if login is not suspicios
Hi, How do we remove the auto block feature? One of our employees recently travelled and accessed his email on different countries, Zoho flagged it as a suspicious activity and blocked the user. After unblocking, can he still receive the emails sent to
Zoho Desk - Invoices integration for client's portal
Hi Zoho Team, I have been looking around for a while now and I have not found any solution to this: There are many Customer Portals. For example, the Zoho Subscription has a customer portal, as well as Zoho Desk, Zoho Analytics and etc. What I need to
Building Extensions #9: Create widgets with the JS SDK bundle in Zoho Desk - Request API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we introduced you to creating widgets in Zoho Desk with different APIs. We also gave a
Desk ASAP Widget Should Include Push Notifications
BACKGROUND: My business delivers SaaS based products to end users, who pay per license to access a password protected website (standard SaaS product model). My Web Application uses the ASAP widget to deliver tech support through chat and knowledge base
After 3 years, ZOHO CRM Contact and Accounts STILL not syncing with ZOHO Desk
Zoho, you know this continues to be a problem (ZOHO CRM contact and accounts not syncing with ZOHO Desk) and yet you do not fix this. It is unacceptable that so many people have asked you in the past to fix this issue and your response continues to be,
How Can Pass Stock Market Accounting Entry in ZOHO Books??
Dear ZOHO Team, How Can Pass Stock Market Accounting Entry in ZOHO Books?? > Shere Purchase & Sales > Brokerage > Stock Kindly advise..with an example
CRM integration to Desk
Hi - I am trying to sync CRM to Desk. Is there a way to only sync a subset of 'Accounts' to Desk based on particular criteria? In the 'Accounts' module, we have a field to differentiate what type of account they are. (ie: Prospect, Customer, Former
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