Spotlight #10: Collect files securely
Hello everyone! As part of our monthly Spotlight series, we are going to highlight another WorkDrive feature: Collect Files. Collecting files from people, whether within a team or from external stakeholders, is often a tedious task. File collection usually
Archived contacts?
Hello. I need to set some contacts as archived to not visible by searching, list of contacts in account etc. How can I do that?
Conditional formatting with function call
Should it be possible to have function call like this, here copied from Application IDE: conditional formatting ( "New Formatting" { condition = (Formula == thisapp.Sjekk_sub(input.ID)) fields = [Navn] format = "color:#ffffff;background-color:#e84c3d;"
Join us for a live webinar and learn all about Answer bots in Zoho SalesIQ!
Greetings from Zoho SalesIQ! This July, at Zoho SalesIQ, we are hosting a webinar that will teach you all about Answer bots and how you can configure one for your website. What are Answer Bots? The Answer Bot is a smart support assistant that uses the
Can I set default reply ticket template for ALL agents?
Hi there. I am aware that each Desk user can personally set their own template for a ticket reply. But, in a large organization, it might be important for the admin to be able to set the default template for everybody. Is there a way to do this?
my account is blocked from sending messages
i see this problem while sending any message and it's appear in the top of zoha mail Account Block Information Your account admin@nt3lm.com has been blocked due to security reasons. Block Type: Mail Outgoing blocked. Click here to read about our usage
Adding other Help Center Users on to a ticket - Adding recipient email addresses to a ticket response should NOT be the answer
Hello all, There are some great features in Zoho Desk, but the more I work with it, the more I find massive flaws that you would just expect to be there and apparently aren't. One of the things i am currently attempting to set up is a way for the users
Zoho Reports - New features rolled out on Nov. 12, 2013
Support to Control the underlying data visibility Till now, when you provide the permission to view the underlying data of a report your users will be able to see all the columns of the underlying table on which the report has been created. Now Zoho Reports allows you to select the columns that has to be listed in the underlying data. By default, columns used in the reports alone will be included in underlying data. You can select or unselect required columns. With this you will be able to set
Too many saved custom filters
I recently had a user who creates and saves many filters across many custom views point out that there appears to be an invisible cap on the number of filters you are allowed to save. If a user creates and saves more than X custom filters, they will not
Message Box?
Hi, Basically, I have a form with a lookup field. If the user selects an item from that lookup field that has a "*" or if the user selects an item that is not "online" I want Zoho to display a message box saying "You have selected an item that is not currently available, please go back and select one that is 'Online'". Is there anyway to do this? I was able to do something along these lines via Visual Basic using MessageBox codes, but I am not sure how to do this with Zoho Creator. I do not see any
ZOHO SITES | ZOHO DESK WEB FORMS CAPTCHA
Good day Zoho Team! I have a concern regarding the Captcha from Zoho Desk Web Forms to Zoho Sites. Please see the image below: When our contact us page loads (built using Zoho Sites), the captcha image is broken, visitor needs to click the refresh button
How to Control Browser List View Column Width in Creator 5?
Since I migrated to Creator 5 some, but not all, of my old reports no longer auto-adjust their column width (originally in Auto mode) properly in List View, jamming 3-4 columns to the left of the browser window and keeping exceedingly wide columns to the right of the screen (see attached screenshot). Any manual adjustments to fix it do not stay and are lost on the next screen refresh. In the Creator knowledge base there is an article on how to change column properties from Auto to fixed width, but
Fill Field From Multi-select Lookup
Hi, I want to fill a field called "Artists" (string) based on every-time I update a lookup field called "Artist_Name". So far I've tried several things similar to this: For every artist in Artist_Name{ Fetchartistname = Artist_Name [ID == input.Artist_Name_Lookup] input.Artists = Fetchartistname.Name; } All I've been getting is my Artists (string) field being populated with the same name no matter what name is chosen in the multi-select lookup field. For instance: The lookup field has "Judas Priest"
Is there any way to export data from Headquarters?
Hi, Headquarters (in "Tickets" module) has some data I can only find there - incoming and outgoing bandwidth. Is there any way to export it? Best, Jerzy
How do I use the filter in the Zoho Sheets Mobile App
When pressing on the filter icon in a Zoho sheet on a mobile app nothing happens. How do I activate the filter from on a sheet in the zoho mobile app?
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update
How to merge accounts if I can't select them both on the same page?
I am looking at accuonts under the customers module. If I want to merge two accounts but I can't see them on the same page how can I merge them? Let's say one begins with A and the other begins with F. I can't check them both at the same time and I can't
Recalculate aggregated stock
Hi, I was wondering if it's possible to create a field that based on a list of related products, calculate the cumulative sum of all the products stock. For example: If I have a list of car brands, such as Ford, Chevy or Toyota, and I want to aggregate
New Purchase rate compared to initial purchase rate
Hi, Lets take my scenario as below :- I purchased a perfume ABC on 1 August 2021 at a price of 10 USD and entered it in my item list. 10 days later, I purchased the same item from the supplier at the price of 12 USD. Suppose I sell the product at the
ZoBot
Hi I have 2 sites at the moment. I am trying to make it so that both have their own zobot. I have it set up so that I have 2 departments and 2 brands each one contains one of the brands that relates to the website and put the scripts that relate to
email template user
I created an email template for a workflow to send a form letter to new contacts. I put in user.First Name; user.Last Name and user.Signature so that each email would be signed by the person who added the contact. When I tested it myself, it worked fine
Zobot triggered via button onclick with custom action only shown once
Hi, I have a web page with a button configured like: <button type="button" id="download-sample-chapters" onclick="$zoho.salesiq.visitor.customaction('download-sample-chapters-onclick');">Download sample book</button> And I have a codeless zobot configured
Send Invoice by email on workflow trigger
Is is possible to send an invoice by email when an invoice field is updated with a workflow trigger? Chris
API query- how to construct
Hi, I have an API based import to Zoho Analytics from an external source. I've been able to get a query working for the /users API endpoint, and I have a working query for the /devices API endpoint- - but I cannot get the query to work in Zoho Analytics
Customer Statement of Account
can anyone help is it possible if PDC Cheques are segregated in SOA or showing Payment Mode and Cheque number in SOa.
Text formatting to black out some data?
To add some security to my I would love to be able to import (or display) only the first few digits of a data field. Is there an easy way to do this?
Search with report below
See attached image. I'm sure I've built this wrong, but it gives the idea of what I'm looking for. I built a page and put a search widget at the top - where it says "PO#" is a search box, with a report widget below. When I search, it takes me to the report
Sales IQ: Show status of individual and department
My organization updated to the latest version of SalesIQ desktop app. I have two issues: 1) My status is hidden. In the previous version, my busy/available status was at the top of the screen and I could change it in one click. Now I have to click my
Deletion of individual prices
I have , a sub form in main form with the general services, and medical services and their costs. their addition reflect in to total. sub form all rows addition shown in the grand total of main form. i am getting deletion of row. and i am not getting
Issue Tracker
HI Team, I have a question. I am using zoho projects and i created 200 projects in it. Now I need a common platform for the external users who aren't using Zoho. I mean to say i will be sharing a Web to Issue form to a non zoho user who will fill the
Août : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Et bonne rentrée ! Comme chaque mois voici un résumé de ce qui s'est passé sur Community et dans l'actualité de Zoho en général. La grande nouvelle de mois d'Août est l'arrivée de la fonction Canvas : le premier studio de conception pour
Tip #15: Envío de campañas de correo electrónico en lotes
Tips and Tricks #15 para Zoho Campaigns ¡Buenas, comunidad! Como profesionales del marketing por correo electrónico es nuestra responsabilidad asegurarnos de que nuestras campañas sean eficientes e inteligentes. Por lo general, cuando pensamos en una
Zoho Desk Community Digest - July 2021
Enhancements Finance and Pagesense integration for Marketing plus accounts. With multiple JS domain support for ASAP JWT Authentication, you can now add up to 5 domains. Important Community Discussions Create a contact with custom fields in a ticket
Date Field Calculation / Today Function in Creator
Hi, I am trying to calculate number of days items are in stock. so in excel formula would be: today() - Stock.indate. I have two questions: 1) Is it possible to use creator to reflect Current date field in a column of a view. So it will always show the current date 2) In Creator's report, can i do a date calculation similar to excel = today() - Datefield Can you please provide some guidance. Thanks, DC Zhong
Spotlight #5 Enrich your data from emails efficiently with Zia
Zia is Zoho's AI powered assistant that with high precision, recommends insightful suggestions to automate redundant tasks. Do you still spend time replicating the details from your email to the CRM account? If so, read on, as this spotlight series discusses
Productivité aux niveau des appels
Bonjour, Je suis embêté, j'aime l'idée de préparer des tâches d'appels qui pourraient une fois réalisées s'incrémenter dans mon tableau de bord d'appels enregistrés or sauf erreur de ma part, ce n'est pas possible. Pouvons-nous créer des listes d'appels
Protecting Unattended Access Devices
Is there an option to protect unattended access enabled devices with a password the tech has to enter before getting access to the device? In our environment, not all techs should have access to all devices.
Use Relative Reference feature inside the zoho sheet
I have 2 pages inside one of my zoho sheet spreadsheets. One of them is the factor of the customer and the other one is the database of all of the customers' factors. I need to have a record by macro that whenever I run it, the information inside the
CRM CHROME ESTENSION FOR GMAIL
Hi, I would like to change the set up of the modules that are active in the extension immediately after creating a contact. Currently the modules that are activated in my extension are: info - activities - campaign. Does anyone know the procedure? Best
Gmail integration (not for free edition?)
I a beginner to ZoHo, but very familiar with salesforce.com. Is there a way to get gmails integrated into ZoHo? Is that feature only available with a paid subscription?
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