Help Desk Community Per-Forum Posting permission based on role
Background: My Company is setup that we have 1 department in Desk and thus 1 Community Forum Category within that category we have multiple Forums (sub-categories). We would like to make some of those forums (sub-categories) a forum that delivers official
Can We Use Campaigns or Marketing Automation to Email Trending Desk Post
Hello, Has anyone setup a way to email customers a Zoho Desk Community Post Digest or Trending Post Email? Basically what i would like to do is email my customers on a weekly basis with a list of new or trending zoho Desk Community posts so that my
Believe Workflows don't execute on more than 3000 records
Hello, According to this help page: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules#Execute_Based_on_Date_or_Date_Time_Fields_Value "You can set an activity to recur every month
Want to be able to add a task to all open projects or specific project groups
Would like to be able to add a global task to all open projects or groups. We deal with a lot of task lists that are the same for each project and want to add a task to all the open projects in that particular group.
Search and Update a sub form
I am creating a simple sales, product and inventory app. Issue is each product has multiple sub items to track and update Forms: Products Boxes Inventory Sales My "Sales" form is calling the "Products" form to get a SKU and what box it is shipped
unblock
Hi. Please unblock my mail: sap@datelligence.com Is there another way to unblock in the future diferent from wrinting here? thanks a lot, Sonia Ardila.
Cannot change/add industry names in Job Description Tag
Hello there. I have an issue with changing/adding industry names in the job description tag. First issue is, that the predefined industry names are in Japanese although the account itself is set to English. This would not be an issue if I could just change
getting internal server error
i am trying to get roles for my web application successfully created the access token from grant token and it is refreshed and is working (not expired).
Job Openings - Required Fields
Hello, could you please remove the required field validation from the address data. I'm asking cause as an stuffing agency, some of our customers don't want the location to be shown on the career page. Neither do we want to show the exact location. So
Zoho commerce unsuitable for both B2B and B2C at same time
Hello any expert here that found solution to bypass zoho commerce restriction to not be able to work with several payment terms depending customers I have been in contact we support and apparently we cannot do it (which is completely non sense for me).
Zoho WorkDrive Refresh Token Revoke or Deletion
The documentation here https://workdrive.zoho.com/apidocs/v1/oauth2authentication/revoke-refresh-token says that to revoke a token requires the refresh token. However, what if you lost it/don't remember it? What do you then? Can Zoho Support/Engineers
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown.
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown. How ?? Let me know if required any details...
Custom Form to Marketing Automation Action - CTA Download eBook
Would like to setup a custom form that triggers a marketing automation sequence. The marketing goal is to generate leads by downloading an eBook. Custom form would lead to automated email sequence in MarketingHub. The problem I'm having is the forms in MarketingHub are SignUp forms with a predefined email automation sequence.
current live event following updates
I have noticed that the printable version is only available with new event I have a few pre update events which don't have this feature since it was introduced. Is there a way of updating these without creating a new event as this is very time consu
File Transfer issue
In Zoho Assist, To transfer a file or folder, I click on the Files and Folders tab at the top and the send/receive box pops up. I can then transfer the file....but if I need to transfer another file, I have to close down assist completely and then log
Email Delivery - Multiple To Contacts
Dear Zoho, we just found out that when we are using the Zoho email send functionality and sending to multiple contacts. The email will be sent as a separate one. For instance: To: john@doe.com, jane@doe.com CC: xxx@doe.com It will generate seperate emails
Deleting duplicates/sending mass email to accounts
Help please :)
Zoho Books category API
Hello everyone! Are there any API calls to manage items categories?
Bulk Update of Currency Exchange Rate History
Hi, Is there any way to bulk update of currency exchange rates (via screen or import or api etc.) ?
Charts in the new Reports Module
The new version of the Reports module seems to have removed the ability to add a simple Chart to a report, which means the only method for visualising Data is through Analytics, which still has a limit on how often you can refresh the data - every 3 hours
Add merge fields into workflow task creation
It would be vice to have merge fields available for in the creation of new workflow tasks. Example. I have workflow task setup to be generated when a new case is created. Like the e-mail template, it would be nice to have the ability to insert merge fields in the description section and the subject line. This way, when the new task is created it will have a few bits of information concerning the case it is related to. I know that the task will have a link to the case, but as a quick view, it is convenient.
Sandbox API access
I have created a Sandbox environment. I have got the Postman Rest Api collection as per https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html I added a "Self Client" at https://api-console.zoho.com/ and then generated a Code (and selected
jpg receipt and pdf attached to charges in bank accounts
We used to be able to scan a receipt and then have the choice to add it as a jpg or pdf to charges in a bank account. We no longer have that option as I see it. I would like to be able to add a jpg file opposed to the pdf. When you attach a pdf to a charge
How to auto-remove columns that no longer exists on data source?
Hi! I have a table like this on BigQuery: id | name | description | unit_price | quantity I imported it on Zoho and created a calculated column. Now I have this: id | name | description | unit_price | quantity | total_price Then, I rename some fields
Custom field
setting - Preferences - items - Custom field - Add Values When I click on add another option, I have to scroll down every time to find the blank space to enter the value, It is very difficult to scroll down again and again, I want the blank space should
CRM Products don't sync as inventory trackable items
Hello Support, We haven't been able to use the finance suite within CRM because we have too many features we use in CRM Quotes and Sales order that finance doesn't offer. I tried creating a deluge to send CRM Sales Orders to Books. My goal was to then
Zero response from support despite multiple attempts to contact
Is there another way i can reach support? I am at least hoping someone from zoho is monitoring these forums...
Zoho People Experts / Partners
Are there any Zoho People Experts? Or certified Zoho People Partners? We've been using Zoho One for 2 years now and have managed to figure out most apps on out own via Youtube, Zoho webinars, developers, etc. We've even taken a paid training from Zoho.
Update purchase scheme in sale scheme
I want to update purchase scheme in sale scheme … like i purchase 100 quantity of item A and got 10 quantity free it should be automatically update in sale also for that item like when i sale 10 quantity of item A - it should pick 1 quantity as free ..
STICKER PRINTING
we need stickers to be printed in inventory having the following 1- product name (available) 2- product part code (available) 3- Barcode (available) 4-product Qty 5- product storage Location 6- Date & time Currently the sticker printing in zoho is
Item Colours
Is it possible to give Different Type of Colours to Items Name, And it will show while searching of an item also .. see the attached file
Referencing cells from another sheet not working anyhmore. Strange behavior.
I have just noticed that referencing a Cell from another sheet in Zoho docs no longer works. It shows "#NAME!" error. It was very easy to test: 1. open a new Zoho sheet 2. create a second sheet: "Sheet2" 3. In sheet2 in on cell type the value: ='Sheet1'.A1
Data Backup
Hello, My back up is set for one a month. I'd like to change it to twice a month. I have never received a notification that the backup is ready for download and believe that the alert may be associated with an email of a former employee. I need to get
Deluge API - to set Tax
Hi, Has anyone managed to update VAT rates through the API using Deluge? Thanks, Andrew.
Help taking subform data and placing in a new variable to use in Desk task
I have a subform collecting 4 fields. Using Deluge, I plan to pass the subform fields to a description field in a new Desk ticket. I plan on using a variable to store it to use in a create ticket task. I know how to create the ticket, but how do I pass
How to automatically pre-fill several fields in Creator App based on CRM integration
Hi, I have several fields (like Birthday etc. or some custom fields like "Course name") in my creator app, which are integrated with the CRM module "Contacts". How can I automatically pre-fill other existing fields in the creator app, choosing only the
Display issues inside outlook
There are display issues with the customer happiness rating buttons within the Outlook Desktop app. The problem does not exist within the web app, which is nevertheless critical, since Outlook as a desktop app is very widespread and is used almost everywhere
Zoho One pour l'opérationnel
La gestion des opérations fait partie intégrante de toute organisation, quelle que soit sa taille, son secteur d'activité, qu'il s'agisse d'une entreprise de services ou de fabrication, ou qu'elle soit à but lucratif. La gestion des opérations consiste
Marketing Automation Reports Help
We are new to zoho and working with marketing automations. When we send email campaigns the reports are confusing me. We want to export all report info into in one spreadsheet - clicks, opens, rates, etc all in one. I'm able to see number of opens or
Desk API - Reports
Hi, Is it possible to download the contents of a custom report through the Zoho Desk API? We need to be able to export all of the ticket data (header, threads, comments, resolution, time, etc.) so that the data can be used in our 3rd Party Reporting product.
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