Development Cycle of Desk?
While I'm sure COVID put a hampering on anything productive as it did with most companies, I'm kind of getting worried about the lack of development/fixes/feature requests when it comes to some Zoho products, but more Desk since myself and our team are
CC'd users receive reply from help center?
Hello, Users who are a CC on tickets are not receiving replies sent by another user from the help center. Scenario: User creates a ticket through the help center with 2 CCs on the ticket. User later replies all through the help center. CC'd users do not
Restrict voting in Community
Hello! It's possible to restrict the posting and responding in a community category (very nice). I would like to also have the option to restrict the voting. For example, all users can see the posts and vote but the posting and responding is restricted
Downgrade from Enterprise to Professional
When I downgrade, what happens to any Custom modules I have created, do they stay in CRM or are they deleted ?
Creating record in Zoho CRM and upload file
Hi, I'm stuck on this issue, and I don't find the problem. i have a Zoho creator form with several fields : This application is linked to Zoho CRM, it creating a ticket in Zoho CRM. Everything works fine, but I can't upload document to Zoho CRM. Here my code : //create the CRM vs Creator fields map to push data to the CRM module. myFieldMap = Map(); //add values to the map. CRM fields first and then Creator fields ( without the quotes ). Creator field’s deluge name is used here. myFieldMap = Map();
Zoho Not Working With Phpmailer on Server but working on local
Hello To send mail i used phpmailer with zoho , perfectly working on local environment but not working on server. gives me error coundn't authenticate. $mail->Host = 'ssl://smtp.zoho.com'; // Specify main and backup SMTP servers $mail->SMTPAuth
gmail imap is TRAGIC
This is the 2nd time in a month or so that gmail IMAP stuck, I had to remove it and re-add and now takes effin ages to see the emails, I did this on Outlook.com just to check and all went smooth and quick, so I assume your IMAP access is just RUBBISH
Zoho WorkDrive API - Share Files/Folders to Group Members
I have been able to make successful use of the Zoho WorkDrive API with the List Files/Folders inside a Folder API or request which can be referenced here https://help.zoho.com/portal/en/community/topic/zoho-workdrive-api-problem. However, I am having
"You have crossed the maximum number of contact persons that can be added."
One of my clients has changed her email address but I need to add her new email address to the "Email to" at the bottom of the invoice page. But when I tried to add her new details to the "+ Add New" I get the following message: "You have crossed the
Zoho WorkDrive API Users
I notice that the Zoho WorkDrive API makes reference to "external users", 7 instances of it to be exact. What is Zoho's definition of an "external user" in the context of the Zoho WorkDrive API? Is it someone that must have a Zoho account? And can you
Tip #3: Save your time by replicating formats
Formatting helps to create more visually appealing spreadsheets while keeping data organized. Selectively applying formatting options to your work, such as applying fonts, currency formats, or colors, can be time-consuming and repetitive. Replicating formatting guidelines for your work can help remove the burden of applying these menial tasks, which improve overall productivity in your workflow. Let's say you are collaborating on a spreadsheet with your team and you have to create a combined report.
Track Your Social Media Channels with Zoho Social
The world that we live in today is being directed and operated by social media tools. Since these tools connect people across countries and continents, they are being used to maintain personal interactions, expand businesses, and stay in touch at every
Desk Help Center Community Post Link to KB Articles
As a support agent who is monitoring the community for my company. i want to be able to respond to posts and post comments with resolutions. however, often times the resolution to a post will already exist as a knowledge base article. I would like to
How to use Java script in HTML Snippet (or on a page?)
Want to add some java script to a page. Any way to do this? Basically need to drag one image to another spot. Will also need to update a field in the record... but that will be the next step (and extra credit if you provide pointers on that!). For now, just need to get the drag and drop to work. <style> #div1, #div2, #div3 { float: left; width: 100px; height: 35px; margin: 10px; padding: 10px; border: 1px solid black; } </style> <script> function allowDrop(ev) { ev.preventDefault();
Contacts report to include mailing address from Account
Hi all, I want to run a report for all contacts in my DB for mailing purposes. I want the report to pick up the mailing address from the account each contact is associated to, unless the contact has their own dedicated mailing address. Can this be done?
New on Zoho Marketplace for Europe region: Quarter 4 '21
Zoho Marketplace houses 1,000+ extensions to help improve and enhance the functionality of your Zoho products. In the last quarter of 2021, we released 60 new extensions for various Zoho products, including 32 extensions for Zoho CRM, and 10 new telephony
Assigning Tickets not working
This is a new issue in the last few days… We open a newly received ticket and in ticket properties, nothing happens when we click Pick and same issue when we try to assign the ticket to someone by clicking their name. Please advise.
Zoho Desk Integration Problem - Validation "Failed - Data is invalid due to validation restrictions"
Is there a way to see the logs of what "Validation requirements" are failing exactly? I have a form with 40 questions, it is taking forever to go through every individual question on both forms and zoho desk to see what is failing. How do I see what
Telephony Integration between Zoho Desk and Wildix
I activated the specific integration. It would be really useful if it would work not only with Zoho CRM, but with all the component of the Zoho One suite. Are you going to extend the integration and may you gave me an exitated time of this extension? By the way the po up regarding the inbound call should appear ONLY when a Lead / Contact / Account exists with a phone number associated to it that matches the calling number, otherwise the pop up is a noice. Best regards Paolo Bocci
Release notes - How come they are nowhere to be seen?
It seems difficult to understand why there seem to be no access to release notes. I can understand that Zoho are publishing lot's of new stuff on all their applications, but there seems to be no indication of that. As an administrator, I need to be on top of things when it comes to new features available, because apart of actually making use of them, we need to make sure that all the staff is educated and aware of any new things... even for minor features.
SalesIQ Facebook Messenger Integration-If an operator is not available what happens to the information from the chat?
I just set up the integration for the SalesIQ and Facebook Messenger. The messages are connecting with no problem. My questions is where does the information from the chat go if there is not an operator available? Attached is an image of what I am seeing
Facebook Personal Profile
My business requires Posting to Facebook Personal Profiles? Is Zoho currently working on allowing posting to a Facebook Personal Profile?
Introducing Integromat, Github, Microsoft QnA Maker, and 13 more extensions for Zoho Desk
Deliver stellar customer service and win customer loyalty with Zoho Desk. In addition to the 200+ existing extensions for Zoho Desk, we released 16 new extensions in the last quarter of 2021. Connect your favourite business apps with Zoho Desk in a snap
Working with ranged values Zoho Deluge
Dear community, I'm creating this thread because I need help to archive the following: I have a system that must receive the numeric value "requests" and based on this value, it must give me the output telling me on which plan this number of requests
Zoho CRM and Dropbox Custom Functions and Usage
Hey all, Looking for input and advice with Dropbox/Zoho integration. I'm looking to do more than just create a folder every time a lead/deal/contact/account is created. I'm looking into custom functions to use with dropbox, like moving, deleting, and combining Dropbox folders and items for customers. Anything I can get for insight on the basics of function writing for Dropbox is welcome. A few goals I'd like to accomplish: Move a Lead's Dropbox items to their new deal folder once a lead is converted
How do we preserve client email exchanges when a client changes their email address?
We are losing our external email communications when a contact changes their email address. So our Account Manager emails the assistant to Client #1 - we'll call her Lauren. Lauren's email is associated with HER record and all those emails between our
Publishing a page with a widget in it causes the widget interface to error
I've just done a test publish of a page that contains a widget, however in the console log it tells me that the authorisation token has expired. What is the correct way to publish a page with a widget? What we want to do is allow a customer to review
Can't add user to Ring Central integration
I have one user, a new user who I can't connected through the Ring Central integration. When I go to Manage Users and add another user, her name doesn't pop up. I have checked and double checked her security settings and they match the other 5 users just
Introducing Dialpad, Xoxoday, Elevate, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Workflow rule : Updating the
Hi All, Initially, my plan was for the sales rep who disqualified any of the leads; the leads will automatically go to another sales rep which I put customer service as a sales rep so that the sales rep cannot claim their leads anymore. However, I also
Webinar alert! - Take engagement to the next level with the SalesIQ Mobile app
In the era of WFH, working time flexibility is reaching its breaking point, where household chores overlap our work hours, where we engage with customers from the comfort of our bed with the TV playing in the background. It is necessary to provide the
Save/Resume email with link - how does it work?
I've enabled Save & Resume on my form. I've also enabled Allow Respondents to receive saved form's link via email. But in testing I only get the pop up with the option to copy the link. No email is sent How is this supposed to work? Should the person
What's new on Zoho Marketplace in December 2021
Zoho Marketplace offers 1,000+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in December 2021: Telephony extensions We recently released five new telephony extensions. These extensions are supported
Zoho form integration with Zoho projects
I am unable to integrate zoho forms with zoho projects, as the marketing department we get campaign briefs from other departments via a form, how can the form populate in the projects so we do not have to do double entries? all my form fields on zoho
Zoho People Newsletter - January 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our January newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many
Can't delete user
Account has 2 users. I am trying to delete the one that is NOT the super-user. Each time I try I get: O112:Oops! Something went wrong. Try again later
Transferir masivamente las cuentas a contactos
Sres. alguien me puede ayudar como en CRM Zoho puedo transferir las personas contactos de las cuentas a la pestaña de contactos. Muchas gracias Saludos
How Do I Add Project Users, Clients, Viewers, and Followers?
When a project is created and the tasks are determined, you definitely need to assign roles to your team members for effectively hitting the headway. Thus, the importance of stakeholders comes into play for expanding and elevating the project stand to the next level of excellence. The four different types of project stakeholders are: Users Clients Followers Viewers Have you ever thought about the significance of adding viewers, followers, users or clients to your projects? Here we go! Convert viewers
Custom Item Quantity Rounding
Is it possible to apply quantity validation rules for specific items that trigger the quantity to be rounded to preset ranges? Example: Item A's quantity auto-rounded up to the nearest even number. Item B's quantity auto-rounded up to the nearest number
Sample angular service for zoho widget api
After a week of frustration getting this to work (granted I'm still a newbie at web development) I thought that I should share the fruits of my development. Below you should have the basics of an Angular service written in Typescript that you'll be able
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