Search Function Isn't Working
The search function on contacts or anything else within Zoho CRM has never worked and I've always had to scroll down to manually find the desired record. Now our database is to large to manually search and we need the search function to work as it should.
Zoho Backstage in Zoho One Licence
I understand that Zoho One licence only allows one event licence for ZOHO backstage and unlimited "free events". How does the 1 event licence work. Once I have finished the event can I then reuse that licence for the next event. Ie only have 1 event at
Cannot Create Pivot Chart in Zoho Creator as an AppAdmin / Developer. Any idea why or how to solve?
Trying to create a pivot chart in Zoho Creator and no matter which form I select, or which account I use (App Admin or Developer Account), I get the following error message: Please, if anyone has a solution or any idea how to solve this it would be greatly
Using Same Custom Field in Multiple Departments
We have a custom field of type "Pick List" with over 50 options in it. We want this same list to be available for more than one department. In the other departments, none of the values we have setup for this field exist though. So my question is: Is there
Ticket Field Permissions
Hi, I seem to have found an issue/oversight with field permissions for tickets. It seems you cannot have different permissions for the same fields across different layouts/departments. My specific use-case is we have a department for our internal staff
Dead link to the slave merged ticket
Hi Zoho When we merge tickets we lose the possibility to access tickets that were merged as slave. Please associate the slave URLs to the corresponding masters. Regards, Andrey
Migrate to Office 365 - 'Invalid credentials(Failure)'
Hi, I am trying to use the o365 IMAP migration tool to migrate one of our companies from Zoho Mail to Office 365 but it keeps on failing with the following error message: Error: MigrationPermanentException: The username or password for this account is
What's New—November 2021
Hello everyone, This month we spent time continuing to improve the Backstage experience for you by adding some useful features. Here are the latest updates for November. Speakers can be notified from Backstage OnAir to join sessions or rehearsals.
No puedo configurar mi correo en outlook
El correo de la entrada no entra pero si sale. Iniciar sesión en el servidor de correo entrante (POP3): El servidor de correo electrónico ha rechazado su inicio de sesión. En la cuenta. El servidor respondió: -ERR Servicio no disponible
Quick events now span on one more day than selected
When I add a quick event, for exemple "10:00 take some coffee", it will start at 10:00 the day I clicked on, but will finish the nex day at 10:30 Clearly there seems to be a miscalculation in the date, and now quick add is unusable because after adding
recipients/clients not receiving emails
Every now and then recipients of our emails, mostly our clients, do not receive the emails we have sent them for a period of time - for days at a time, sometimes weeks. Unfortunately we do not get any messages stating they have not received them, and
Sender address based report
Is there a way to get a report based on sender address? Would want to know which campaigns we used this sender address for.
Consolidation of the list of sent / received emails in Zoho CRM
Hello, In Zoho CRM, it's possible to see all email associate to contact and account. But, the source of email must be, from CRM, from IMAP, From IMAP user XXX, from IMAP user YYY It's difficult to see all interaction beteewen the customer, and all
Ticket information add address in contact header
Hi Zoho Desk Team, Is there a way or is it possible to add the contact or the accounts name's address / country in the ticket information?
Using the API to write/read data to a Custom field collection
We when create our tickets, we are selecting from a dropdown list of values. We would like to using the API add more values to the list so they can be selected. For example this is the ticket data. from https://desk.zoho.com/api/v1/tickets/394 .....
Adding a career site to your job board
I have a second career site that I want to add to my job board options. Currently, only the default is listed. I want to push separate jobs here and I need to embed this code into on my company website. How do you get the career sites to show up in job
CRM Related List - How to View in Desk
I have the Desk / CRM integration enabled. It seems to work fairly well, with agents able to pull up basic CRM info from Desk. However, one of the key pieces of information that would be helpful for agents - what product(s) the customer bought and when
Interview kit - show assessment and related job
In the Interview Kit - could you add 2 more tabs - where you have Details and Resume to show the completed assessment for the associated job and the associated job ? It would assist the recruiter when doing the interview to have easy reference to these details.
SOLVED - Please explain how 'Wait' work in Automation > Workflow
Hello I have been using Workflows for a while, but still not sure I understand how the Wait option works when checking 'Enable specific wait period'. 1. The following is obvious 'wait an hour before doing the action' 2. But what about this? Is it a) wait an hour and then, on Monday at 12:30 do the action, or b) wait an hour from 12:30 on Monday and then do the action, or c) wait until 13:30 on Monday and then wait an hour before doing the action? Thanks
Getting started on the PHP SDK
I was attempting to authorize the test app, but every time I send the cURL to get my initial refresh token. I keep getting "error":"invalid_code". I have followed all of the documentation. I found the three reasons for this in the documentation but the
Timesheet Export Fields
Hi, Is it possible to specify what fields are included when I export timesheets? I would like to be able to see the Task List name for each line since that is my way of grouping the related time charges. Thank you, Kathy
Duplicate tickets in Zoho Desk
Hello, We have always a dupicate message when a customer answers to a ticket. I don't know where to set up this
duplicate taxes and authorities
I have already setup my tax authorities, taxes, and groups in books. When I enable taxes in commerce it adds it's own tax authorities, taxes, and groups in books. How can I have commerce associate with what's already there? This is going to mess up my
What's New in Zoho Inventory - May 2021
We've made some essential enhancements to the shipping and tracking modules of Zoho Inventory that'll aid your fulfilment process. Read on to learn about the new updates. Third-Party Billing for UPS Editions: All Subscription Plans: All Zoho Inventory
Unblock IMAP Access
Hello, my IMAP Access just got blocked. Could you please fix it.
Automatically link sent emails to Zoho CRM, auto BCC?
Hi, we need a solution for emails sent to be automatically linked to Zoho CRM. Is there a way to achieve this via auto BCC or similar? This is a standard feature in Front and Helpwise and preventing us from migrating over. Thanks!
Zoho invetory Items import - Initial stock
I'm trying to import items as a CSV into Zoho inventory. However even I do match the correct fields for Stock Account, initial stock Purchase price and Purchase account, my products are added without stock tracking and purchase tracking enabled, and the data is nowhere to be found.. Anyone had a similar issue?
API limit on Zoho Recruit
Hi there We are just bought a Zoho recruit (3 users) and get some trouble in understanding the situation 01. According to the information I found, there are only 250 API calls/day/recruiter. Does it mean we only have 750 API calls per day in total? 02.
Massive Security Breach
I want to know why I am forced to give contractors full Administrator access and rights to be able to use extensions such as maps or phone or sms in ZohoOne? I don't want subcontractors being able to export our data and customers in one go. This is such
Duplicating a Site Update
Any other information on duplicating the original site? So that I can edit the "new" site after it is duplicated. I'm half way there with -New Site >> Start from scratch >> pick the same template >> upload custom html and css from original site... Stuck I need to import my body content, forms and menu pages (13 pages and subpages) Any ideas. Its really strange not to see an answer out there on google or youtube (or anywhere else for that matter) There's got to be other creative programmers out here.
Pos and Stripe terminal
Now that Stripe Terminal is up and running has anybody managed to integrate terminal to Zoho books so that we can use it as a POS.
Typing mistake at Zoho Writer Blog
At Zoho Writer Blog there is a mistake in the title of a post in the word paragragh instead of paragraph.
Trying to connect my Zoho email to an external email client using SMTP and IMAP
I am trying to connect my zoho account to Klenty, however it keeps failing. I am using the SMTP and IMAP setting on the support pages. Do I need a paid account to access these features? Thanks for your help in advance.
Workflow - Value
Hi, I'm creating a workflow where I can receive a notification for employees with greater or equal than 2 years etc. What value should I put in here?
what is the difference between sales item report and product sales report?
I see a difference in the units reported by Zoho Inventory sales item report and product sales report, the latter one showing a bigger number for some of the items, for the same period. Can someone please explain? Which report needs to be trusted?
Please consider adding User-Response choices to the Alert function
In some cases we'd like to give an Alert message but allow the user to confirm/cancel. Example: "We normally do not delete Comp records unless they are duplicates. Are you sure you want to delete?". Could this be added to deluge? Perhaps a new message type "Prompt" and maybe with simple choices Yes, No, Cancel (or ideally configurable texts for more complex needs such as "Delete / Mark Inactive / Cancel") and maybe even more deluxe features. Following the prompt, the deluge script of course would
Request: Create Task Lists based on picklist/checkbox selection on Project fields
It would be a life saver and a valuable automation feature if task lists could be automatically created based on checkbox/picklist type field selections on the Project layout. Carrying over the order of such task lists from the project layout would be
Interview Invites
When i book an interview, an email with .ics is sent out to interviews. not everyone uses outlook. For non users it's a great pain to follow a series of steps to download and import to google calendar Open Google Calendar. In the top right, click Settings Settings. Click Import & Export. Click Select file from your computer and select the file you exported. The fileshould end in "ics" or "csv". Choose which calendar to add the imported events to. ... Click Import. Currently, this how an interview
Elegant Comparator - Compare Among Users - Select Current Logged In User
Hi, I want to add Elegant Comparator component - With Compare Among Users and in the Select User Option, I want to Specify Logged In User. Please help. Thanks
More Custom Lookup fields
I need more than 5 custom lookup fields. I see that in the past you could have 10 - but that was reduced to 5 so that you can have 5 long integer custom fields. I do not need the integers, just the lookup fields. How can I get more?
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