Changing the account associated to the ticket
Hi, Is there any way do not associate a account with an email address of the sender? Very often in organization, some (non-helpdesk team) colleagues forward our clients' request to our helpdesk team. E.g. Key Account Manager forwards an email he received
Name Field includes a comma after every input (Title, First, Middle, Last)
Name field is treated the same way as the Address field wherein every field should include a comma after it.. kindly remove this feature ASAP since it's not applicable to names at all..
Custom Views for Analytics Reports
Hello, Is there a way to customize the view of the tabular report that is created when we click on a graph in the Analytic section of CRM? For example, I'm in the Analytic tab here. If I click on the number "20". I get here. I only have 2 columns, my
[Webinar] 5 Growth Drivers a Modern Analytics Platform Delivers
Hi there, With a massive explosion of data across sources, businesses have embraced analytics to extract meaningful insights out of their data. While many organizations have adapted to modern BI platforms, some are still in their very early stages of
Default to the correct Category and Subcategory on first login
When I log in to a Zoho forum, and I create a new topic, the Category and Sub Category defaults to the wrong category (it defaults to Zoho One >> Tips ). As far as I can see, this happens only on the first login, and not after you have accessed a few
Forum Question Follow-ups
Hello, I'd like to make a request that there be a more concerted effort to communicate problem resolutions or answers to questions back to the forums once the question or problem has been resolved. I say this because it seems all too often that I read a question or a problem that someone's having, and the response by Zoho is a request for a phone call or email by Zoho's staff to take the question offline. I can understand where this may sometimes be necessary, but this is rarely followed up with
Question timer - Word of the day #23
The Question Timer allows users to restrict the time learners spend on each question in a quiz. The course author can enable the Question Timer option in quiz settings and set a time limit for individual quiz questions.
Desktop/browser notification on new Tickets
i am trying to figure out how to setup the system so i can get a browser notification each time a new ticket is created in our system. (ie status is open & ticket owner is empty). i see these two threads https://help.zoho.com/portal/en/community/topic/one-hour-notification-for-new-tickets
Social integration issue
Hi Zoho Desk Support, I am having a problem during my integration with facebook and Instagram, During selection of page once Done button is clicked, system will delete the page instead of integrating it. Also screens that keeps on showing and not loading.
Email sent limit
Hi Zoho Desk team, is there a max count of email sent (per day, hour etc) for zoho desk?
Job Post URL
Having the address bar on a job listing will allow us to have people directly send to the job post. Now we can only direct people to the job board.
Removing terminated agents from the main help desk email
We have one main email that is sent to Zoho Desk, which then is relayed to agents' emails. IT was not set up by myself, so I do not know how it was done. However, three of those agents are no longer with the company, and even though they were removed
Calculate between days of Leave
I calculate in between days but the problem is it also get the weekends. numberOfLeave = input.Beginning_On.daysBetween(input.Ending_On); daysofLeave = numberOfLeave + 1; input.Number_of_Days = daysofLeave;
How does a customer change their preference to accept marketing?
Hi, How does a customer change their preference to accept marketing (if they had previously checked the box not to opt-in) ?
Image use in Zoho Campaign
What is Image library for? Where can we and where we cannot use images uploaded in library? This is so confusing and so restricting. I uploaded some images in images library. Now I want to use these images to create an email template and also use in the
Can't use facebook Lead Ads
Hi, we're using Zoho CRM and Zoho Social in Zoho One plan. We have already connected our facebook account with Zoho CRM and Zoho Social, but we can't find the Facebook Lead gen button in zoho Social, looks like it is not available. We want to display
only selected Item type values must be shown in Item names in subform
Hi Guys, I have created a sub-form with field names - Items (lookupfield) and Item names (lookup field) . Now my Question is If i selected any name in Items Field then whats are the names present under that items name only that items name only it should
Enrich Data Function
Hi Everyone, Hope you are all well in these strange times! I wnated to reach out to see if anyone has got any feedback on the enrich data function. We are only using the free version at the moment but are getting some good results but also a mix. We
Zoho Flow dont sent to Slack
Hi, im trying to sent data from Google Form to Slack, the test can read the content and the output too, but dont sent the information to Slack. What can i do? Thanks.
Zoho Sign Webhook - Receiving Response Using PHP
I'm creating a script that will receive response from Zoho Sign Webhook. I use the following condition to trigger the Webhook : greenuptown I am able to receive the hit into the Callback URL by saving every response into the database. I'm using a simple
Notebook Linux App signs out several times a day
I don't know exactly how often it happens, but possibly hourly the Linux Desktop Notebook app signs out. It's a hassle to sign back in several times a day, plus it doesn't notify me that it logged out in advance, it only notifies me halfway through making
Update ticket Field in zoho desk
I'm a beginner at using Custom Function on the Zoho desk; I'm trying to update a field in the ticket template. I have 2 fields in the ticket template [KM, COST]. The cost should equal 2*KM. For example, if KM = 100, then Cost = 200. I created a workflow
Is there any way to create a parent/subsidiary relationship in the Leads module?
I know this exists in Accounts module, but I want it in Leads module because the lead is not an Account yet. It hasn't progressed enough to become an account. If there's no way to do this, then is there a workaround? Or is the only workaround to convert
About set up Zoho Commerce linked with Zoho One items etc
Need much more details between on set up starting from books etc.. Products are form CRM or BOoks Are VAT rates and taxes be taken /copied from books ? About site template ; are template created with zoho sites ?
Planned Annual Maintenance EU Data Center, 15th and 22nd August, 2021
Dear customers, Our annual infrastructure maintenance for our Europe Data Center is scheduled for 15th August, 2021, between 03.30AM and 06.30AM CEST, and on 22nd August, 2021, between 03.30AM and 06.30AM CEST. This maintenance has been planned during
How to import a PDF file as a template in Mail Merge
Hello, I am trying to import a PDF file as a template and it does not permit me to do so. It's a fillable form. I converted it into a .docx file using Zoho Writer and when I tried to import it, the formatting went for a toss. Can one of you please suggest
Create Deal ID only once the record reaches a pre-defined stage
Hi, Was hoping someone can assist. We would like to create a workflow rule/function so that our deals (we have renamed them opportunities) generate a unique ID only after they reach a certain stage in the sales cycle. For instance; 1. create a deal called "Council asset repair" and set sales stage as "Notional interest" = No ID number created or shown 2. edit the sales stage of the deal to "submitted a quote or tender" = create and show a sequential ID number I have had the friendly Zoho chat people
NPS scores for Candidates, Employees, recruiters, clients, company and vendor in various Zoho products
It will be great if NPS scores can be captured in various modules. It will provide great customer, client, employee, recruiter and customer experiences
I keep getting "MX records are not pointed to Zoho Mail."
Hi there I am trying to set up my zoho email and have followed all the correct MX steps however I am still getting the message: MX records are not pointed to Zoho Mail. I have used https://mxtoolbox.com/ and everything looks correct: Any help appreaciated. Thanks
Drag and Drop Project Order
My company has a need to order projects in order of priority. A resource could be on multiple projects, but the priority of each project may change when a new, higher priority project is created in Zoho. We would like to be able to change the priority
Email Configuration For Standard Version
We have initiated a trial of the Standard version. Can we set up email integration with gmail during this trail period? I don't see the email settings under the personal settings area? Thanks!
A starter issue
Hi, i don't know if i can make this kind of question here, but, i almost start to using Zoho Analitics then i'm struggling on some point to use functions. I'm trying to use an agregate function that not work for some reason: count_if("VENDAS OI"."DATA
Populating a field in the subform dynamically in the main form
Hi I have a main form and a subform. In both the subform and main form, I have the same dropdown field called Status. I would like Status in the subformto dynamically populate the status in the main form. I will have several records in the subform but
Email from all accounts
I've been meeting Zoho for less than a week. I have 5 email accounts with my domain. To read my emails through the app on the mobile is easy, I log my 5 accounts into the app and I can view all emails from the 5 accounts simultaneously, without the need
How do you turn off "Learn more..." on external collections?
We're seeing all kinds of confusion with External Collections pages suddenly adding a link to "Learn more about file collections" on the bottom of the page. The pages are intended for collecting information from 3rd parties, but the link is a Zoho support
Can you add an expense to an approved report?
As an admin, I approved a report but now there is a late expense to add to that report. is it possible to revoke the approval and add another expense, then resubmit the report? Thanks Steve.
Is there any way I can see all emails sent?
We would like to see all emails sent using ZOHO desk (similar to regular email client). Is there any way to do it? Best, Jerzy
Zoho nameservers don't recognize my MX records from subdomain te.ua
I can receive e-mail but can't send them. Zoho nameservers don't recognize my MX records from subdomain te.ua But https://mailadmin.zoho.eu/cpanel/index.do#tools/checkmx tool recognize this servers. Dig tool doesn't recognize them
Tip of the Week - Adding a Target Line in Your Chart
How far have you progressed? Have you reached the target or are you falling behind? Want to mark your milestones in a chart? You can do all this easily using Thresholds . Zoho Reports allows adding up to four thresholds in a chart. With this, you can track whether your data trends between the expected ranges. To add a threshold to your chart, click Settings at the top right and then open the Threshold tab. You can specify a static value to mark the milestone in the chart as the threshold. You
Notes order in Canvas builder view
I'm experiencing a problem in the order of notes in Contacts with Canvas builder module view. In the standard contacts module you can choose whether ordering notes with "Recent first" or " Recent last". Once you select first or last you will see the chosen
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