2FA - OTA verification
Hi, The OTA verification request of Zoho assist caused inability to login - due non arriving sms - many times before. FYI: At this point i am waiting to be able to log into my account since 4 days. As this is a recurring problem, and it seems you are
Zoho Desk Community Digest - August 2021
New Feature Multilingual support for the ASAP web widget is now available in Zoho Desk. You can now buy Zoho Lens inside Desk with 20% discount. Ticket Archiving - The Ticket Archiving flag is removed as the feature is now enabled for all accounts.
Average tickets per agent
In Zoho SupportI am trying to chart just the number of tickets closed per agent over a given period of time; daily through the week, through the month, etc. Can that be done?
Zoho Inventory Community Digest September 2021 - a monthly rundown
Hello all! Another month and here we are with another edition of the Zoho Inventory Community Digest. We have product updates, spotlights, webinars, and much more in our Community Digest for you this month. Let's check it out. 1. Spotlight Micro
Juan, 'The Cookie Man' and his journey with Zoho | Small Business Heroes E07
In the seventh episode of Small Business Heroes, we had a conversation with Juan Ramirez from Minneapolis ZUG, aka Juan The Cookie Man. Juan and his wife started a cookie business using Zoho services. Eventually he ended up becoming a Zoho partner, realizing
Sales Inbox Relation to CRM
I am wondering if there is any reason why sales inbox, or any time there is the social right panel/right panel information (e.g. Viewing Tasks, Sales Inbox Emails, etc.), it does not reflect the correct information regarding related "deals", which I have
Work Item Followers
Zoho Sprints has introduced a feature called Followers that allows you to follow or to be added as a follower to a work item. Once you're a follower, you will automatically receive notifications whenever there's an activity in the work item. David is
Need help getting my data out of Analytics into Mailchimp
OK so I have spent many many hours trying to crack this and just can't seem to resolve it - anyone able to offer me a solution? Will reward you with loving thoughts and, if you're close enough, beer. I make various sales on my website using a third party
Function: Populate Text Fields using Fetched Subform Values in Deals
We need help creating a Function that will auto-populate 4 text fields when the values are added in the first two rows of a subform. (photos included) So these four values: ...would go into these four fields as a result of the function: The first row
Date result based on date + number of months added
I tried to have a look at an example that was posted but I'm really sturggling with it and hope I can get some community assistance. I have a "Service Start Date" field in Deals and I also have a "Number of Months" which is simply how many months the
Expired
When trying to access my technicians get this message, what should I do
Dynamic content with 2+ topics in 1 letter.
Hello. I have a simple question about using Zoho Campaigns. If the Lead 1 subscribes to Topics A & B (2 from 10 available). Can we create a template containing dynamic content and include it in automated workflow? First newsletter: Hello, Lead 1. [TOPIC
PULLING RECORDS FROM EXTERNAL API DIDINT WORK
Hi everyone, I just want to ask if you have a solution for this. We already reach out to Zoho Support about this problem. They suggested optimizing the script and looping in the script and upgrade the current plan of the account, We already optimize
Some recent discoveries re Zoho Inventory in Australia ...
We have been using Zoho Inventory in our business now for the past two years or so. As an inventory based business, when I chose Zoho (One) as our software at the time, part of the attraction upon looking at the features was Inventory's possible integration
Create N Rows in Subform Based on Number Field
I have a number field to which I need to create N number of rows in a subform. For example, input.Number_of_Payments == 8 > on user input > insert 8 rows into subform. I'm capable of doing the entirety of the code, however, I'm having trouble conceptualizing
Annual Revenue - remove decimals?
Hi, I want to remove the decimals all together from the annual revenue field. http://monosnap.com/image/U019j71sTy9TvP3jFNUjrwbWL3syos How do I do that? Cheers
Spreadsheet
How can i limit the number of rows and columns in zoho spreadsheets? Thank you Bruno
Disable insert in report detail (related blocks)
How to disable the insertion of records in the subforms from the detail of the reports. I have several subforms and the "+" symbol appears in some and not in others, and I believe that the user has the same permissions configured for all of them.
Can we List the customer portal users in Dropdown list automatically?
I am looking for a way to fetch the customer portal users and automatically will list in dropdown menu. Is this possible?
Automatically ignore zohodesk email address.
Is there a way to get reply all to ignore the @....zohodesk.eu email address? It is messing with my workflow rules because Desk thinks that it gets an instant reply.
Zoho Show - Amazon App
There is a problem with the Zoho App in the Amazon store I am using a firestick for display. My slideshow only is filled with embedded graphs. For some reason, after signing; when I display the slideshow the embedded graphs do not load, and instead I
Save our custom Forms to templates
As long as i know this feature is not exists right now and can save a lots of time. For example: on my customers projects the Customer Form looks the same the most of the times and if i could save the Form as a template for using it across my projects
Reply to address change or verify
Help can anybody advise - Error message: Error while processing the request! You need to verify the Reply To address to send emails using this account. Please verify the Reply To address. The reply to address is name.name@zoho.com not as in user profile name.name@companay.co.uk Any ideas
Unable to assign an activity to a record
When creating a call "to contact", it is possible to related it to a deal or other record such as a company etc. When creating the same call (or other activity) for a lead, that option is gone. What is the reasoning behind having this option removed?
C# API TOKENS TO ZOHO CRM
Hi I'm encountering this error, I'm still new in integration to zohoCRM My "ZCRMRestClient" can't be found in my Main() and "ZohoOAuthClient". I already set up the app.config. Main Class() App.Config()
Problem with Function to Auto-Populate Data
We have a custom module (Passengers) and need to auto-populate several fields in that module with data from contact records associated with each Passenger. Some of the functions are working properly but I am having trouble with others. I cloned/duplicated
Relaying Disallowed - Invalid Domain
Bom dia Não consigo disparar e-mails, estou com o erro: Erro Descrição: The message could not be sent to the SMTP server. The transport error code was 0x800ccc6e. The server response was 553 Relaying disallowed. Invalid Domain - contato@tueocara.com.br (conforme
Zoho Writer Template filled in by form to create new Zoho Writer document , then using a function to share and send link to the new Writer document to an email address
Hi folks, We have set up Zoho Writer template that takes a user input from a form and then created a new Zoho Writer document into a folder. This is done by using the Zoho Writer automation feature for Forms, and under the heading: OUTPUT SETTINGS
If field is empty - clear another field too
How would I add to the below scrip to say: if Enrolled_Classes field is empty (ie all classes have been deselected) clear any value in Type_of_Student field? if(Enrolled_Classes.Stream == "Cheer Advanced" || Enrolled_Classes.Stream == "Cheer Elite" ||
Fetch record error
Hi, Could anyone help with what I am doing wrong here?
Adding Accounts to Campaigns
I'm setting up a campaign and I need to add some existing accounts to the campaign. The campaigns page has "Add Leads" and "Add Contacts" but no "Add Accounts". I need to add existing accounts to the campaign and it does not make sense that I can't do this with Zoho CRM.
Phone Call History
How do I get phone calls to show up under leads/contacts/accounts every time I look? Sometimes when I view pages I see past phone calls, but for instance today I'm looking through leads, contacts and accounts and there is no section for phone calls.
Notes Not Saving
Trying to save a note in ZOHO CRM under a contact. Nothing will save. Now I realize that many notes I have been entering have not been saved over the last month. Some are there but others are not. When I hit save the notes disappear as well as the box
Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021
After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon. At this event, we will explore the topics which
Zoho Sign: Date format
Hi Is it possible to have the date format tweaked or user customizable? I am only able to change it in the settings but the format I need is not there I require dd-mm-yyyy due to the insurance forms I use Any help would be appreciated. Please see snippet
Zoho Sheet API problem with parameter json_data
Hi everyone, When I run the following Post request through Zoho Sheet API, I kept getting error. Could someone please help? https://sheet.zoho.com/api/v2/p5gob655bd7aexxxxa446c9a7bfe03109aade3?method=worksheet.jsondata.set&worksheet_name=Sheet2&json_data=[{"Name":"Joe","Region":"South","Units":284,
Webinar: Improve customer engagement with Zoho One's CRM-SalesIQ integration
Zoho One comes with an array of well-integrated sales applications including Zoho CRM, a dynamic customer relationship management software, and Zoho SalesIQ, a real-time customer engagement platform. This webinar will teach you how to leverage Zoho One's
SalesIQ Status sometimes shows as not available
I have been made aware that our SalesIQ service is not available on our website. When I check the status via the app shortcut on my works laptop, the 'Available' button is orange. As soon as I hover over it, the service is Available and the service
Translate to new language saving only the last translated section
Hi, I found a very annoying problem with language translation. When i translate my app to different language (in my case Hebrew), i have to translate a section, save it (window closed) and open again the translation menu. If i don't save after each section,
Mail Delivery Status Notification (Delay)
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sun, 26 Sep 2021 20:17:20 -0700 from info@woengineering.com [info@woengineering.com]
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