Customer Portal - status figures break down per Account
Hello, I would like to suggest an improvement on the Customer Portal Currently status figures for Open, Closed and On Hold, are only filtered when selecting in Created by : You, Team or My CC'ed tickets Right now when selecting a specific Account, the
Disappointing video resolution
We have been doing some live webinars and the picture quality seems really poor - when a presentation is loaded the small video seems better but not the best as we predominately do presentation free webinars. The situation is that we have the main camera focused on the trainer and the resolution become poor. our speeds are pretty good (40Mb upload and download speeds) (Chrome) Is there anyway of improving this for the attendees?
Adjusting CC field in Ticket Layout, Default Contacts
Hello, I was hoping to be able to add and adjust the CCs field to my ticket layouts, but it appears to not be an option. I was also hoping that I could set a default CC contact for tickets submitted to a particular department; a contact who is not an
Organize your discussions with Threads
We are happy to launch Threads! Threads help you create organized, focused discussions around any specific message in a channel. Say, for instance, in a channel, the manager asks for an update on a particular work. Meanwhile, other members may also post
Delay the initial trigger of Zoho Flow
Hello. I have a problem. I created a workflow that calls a function that populates a new event (Meeting) with information from a Deal once the event is saved. I created a Flow that triggers when a new event (Meeting) is created in Zoho CRM. However, there
Will Zoho Lens be included in the Zoho One subscription?
Hello, Zoho Lens looks like an exciting product that I hope to be able to use for my business. Will this be incorporated into the Zoho One suite? Thanks, Bryan
Error "553 Relaying disallowed. Invalid Domain"
I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked the following : MX verification failure DKIM ok, SPF Records have been pointed successfully
Send Email to Co-Worker when Field is updated
I am wondering if anyone has any advice on sending an email to another person in another department when a field is updated. What I want done: We have a price comparison section in the account page in the CRM. When a salesmen uploads customer's invoices
Behavior of roles
Hello, I have two questions concerning the behavior of roles. Unfortunately I can't test this myself right now. 1. What happens if an employee who belongs to Role1 switches to Role2. Can his former peers in Role1 still see the Data he entered while belonging
ZOHO CREATOR RECORD Template
how do you view a record template with custom function. I have a services report and add a button to view i used openUrl but dosen't seems to work.
Fuzzy string matching / approximate string match
Does anyone have Deluge code that does a decent job at fuzzy / approximate string matching?
Mutt SMTP: Interrupted system call
I'm trying to set up Mutt to send email via zoho, and I need some help. I've added this to my configuration: set smtp_url = "smtp://$my_user:$my_pass@smtp.zoho.com" where my_user is set to username (full email address), and my_pass to (correct) password. When I send the message, I get "Could not connect to smtp.zoho.com (Interrupted system call)". Does anyone know how to fix this?
L'intégration des applications et extensions Marketplace avec Zoho One
Bonjour à tous, Dans cet article, nous allons découvrir le Marketplace de Zoho One. Zoho Marketplace est une plateforme en ligne d'applications métier proposant plus de 1000 extensions et applications personnalisées prêtes à l'emploi qui renforcent les
** It is now turned off, thank you!!** How to turn off "Today" "Yesterday" "Last 7 Days" sections in Mail view
How to turn off "Today" "Yesterday" "Last 7 Days" sections in Mail view. This just showed up this morning in my mail view, is there a setting to turn this off? Its not needed and annoying to look at. Thanks.
Can't find Marketing Apps in Trial version of Zoho One?
Can't seem to find Campaigns App, Forms App, or MarketingHub app in our current trial version of Zoho One. What am I missing?
Lookup field filter
Does anyone have any advice on what I am doing wrong here. When testing separately, the first part of the filter (Head Coach) is working, but the second part (Day/s) is not.
Getting a Oauth token from c# SDK
I hope this makes sense. I am using the c# SDK examples to write records to the CRM Leads. While calling While this is not all my code, I'm hoping its enough to get some help. While calling recordOperations.CreateRecords(); it fails after trying
Is there a way to filter items by category when adding items in bulk in books estimates?
Hi, when i create an estimate, i cant see a way to filter by category when adding items in bulk. ie my construction company might have 50 categories for different material types, say concrete, timber, roofing, fixings etc, and will have hundreds of line
How much of Manage Engine ADSelfService Plus is inside Zoho Vault
I just read this article and now I wonder, how much overlap there is between manage engine services and the zoho vault offering - and all other zoho offerings for that matter. https://thehackernews.com/2021/09/cisa-warns-of-actively-exploited-zoho.html
Advice for best practice
Looking for advice on how best to handle a common business activity for us and likely for many others as well. We are a distributor of capital machinery and we also sell spare parts to customers. The spare parts activity is the focus of this question.
Tiny Tip Tuesday #41
Audience Research We all know that surveying is the primary method for gathering honest and open feedback. However, understanding and targeting the right audience is critical to achieving relevant data. Before you start working on your survey, it's necessary
Associate multiple sender addresses with your inbox
Hello all, We have recently made changes to the inbox creation flow in Zoho TeamInbox. You can now create and associate multiple sender addresses with your inboxes to use them while sending out emails. Why should you associate sender addresses with
Filters on Sidebar that apply to all records
Before I deep dive too much into building this app I'm trying to determine if filtering on a sidebar that applies to all record views is possible. After entering projects, I'd like to be able to select a checkbox for 1 or multiple projects essentially
Home page
Hi, i'd like to know please, how to recover my deleted home page ?
How to calculate by month
I'm wanting to output totals from 2 months ago, 3 months ago, etc; but when I use "Previous N Months", it's a cumulative total. How do I get a total for ONLY the single month 2 months ago, and ONLY the single month 3 months ago, etc? Current code: <panel>
How can I display dynamic days of the week?
I have a snapshot monitor for our company to see what is coming up. I'm OK with the top 2 fields showing "Today (not visible in my screenshot)" and "Tomorrow" - easy enough. But, I would like the bottom boxes to be able to change as the week moves. If
MX Records Keep Failing
I configured my domain: themodernelephant.com to utilize Zoho's MX records and it continuously keeps failing. I have waited over an hour now and it still keeps failing. The TXT record verified very quickly so I'm a little confused..
Multi-branding | Help Center for each Department | Cannot Hide Field with the same Field Label
Good day Zoho team! I have an issue encountered for the Help Center. Our client requested to separate Help Center for two departments. Each Department have the same Field label Description and Category. We already enabled and configured the Multi-branding,
Improving Zoho Sign to navigate regional regulatory landscapes
Hello everybody, In our recent announcements, we said that the adoption of e-signatures is at an all-time high. This is primarily due to the acceleration in digital transformation across businesses due to the global COVID pandemic. But as its popularity
Time Zones
There is BST (British Summer Time) GMT + 1hr in your list. I have to select other GMT + 1hr (Amsterdam etc.), which shows up as CEST, which is wrong. CEST is GMT + 2hrs. This could confuse people when I send invite etc. Rajavel
How to display Zoho's Ticket Timeline's 'git-like' chart inside of Creator or the Creator Widget
Hello everyone, I was wondering if there is a way to display the Ticket Timeline chart inside of a Creator application or the Creator Widget. The Creator app doesn't seem to allow for svgs or nth types, so it wouldn't be able to highlight the current
Convert a Draft into a Library template in zoho campaigns
Hi I was designing a template and accidentally i clicked "Save and Next" instead of just Save and close. Usually when I do this the template converts itself into a draft and it does not appears on my template library. How can I transform or convert or
Add a delay timer for ticket is closed
Our users get the ticket closed message first before they get the reply. It would be good to add a 5 min delay timer to the closed message. This way our customers don't get confused on why their ticket was closed because they got the reply last.
Invoice details report problem
Hello, Since August we have a problem when running the invoice details report in Books. The tax amount and amount without tax are not reported as in the invoice, but in the report the total amount of the invoice is devided by two. In some cases where
Run as Service mode not starting after user accepts prompt
Hi, I have seen this issue twice now on windows 10 machines, when I elevated to Run as Service, put the admin details in, the user accepts the prompt on their end and then nothing. it doesn't flip over to Run as Service mode. You can try different sessions
Examples of Brands / Products / Topics / Lists / Segments in Zoho Campaigns
Hi We're trying to make the best use of the Brands / Products / Topics / Lists / Segments structure for our Email Preference Page and struggling a bit to see how best to do this. It would be really useful to have some examples and/or discussion of how
Line Item Detail from Sales Orders
Hello, I am looking to access line item detail on our sales orders in Zoho CRM via zoho flow. Essentially when a new sales order is created, I want to be able to fetch the "Ordered Items" detail and return it to a google sheet. I have been able to add
Is Zoho Vault Free Plan good for commercial use?
Hi, Can Zoho Vault Free Forever plan be used for commercial case?
How Do I Add My YubiKey?
I got a new Yubi Key and want to use it with my PC. I went into Zoho, disabled MFA and then re-enabled it. No option to add a Yubi Key. Please advise. I am an individual and have 2 PCs, an iPad, an iPod, a Pixel 3XL phone, and an Amazon Fire Tablet. Have
Zoho Vault Extension Quit on Chrome
Several of our users can no longer access Zoho Vault's extension via Chrome. We've tried uninstalling Chrome, the extension and nothing is working. We continue to get this error: manifest is not valid json
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