Update a look up field on a module with function and workflow
Hi I am desperate for some help. I have a custom Module (Onboarding) that creates a record in another custom module called (Amazon). When the new record is created the look up on (Amazon) is completed based on the current (onboarding record). I need
Limit for users in trial account
Hi, Is the limit for agents in the trial account just 3? I am testing something that needs 5 agents, can you help me with this?
Tip of the week #9: Create recurring events for meetings that occur on a daily, weekly, monthly, and yearly basis.
Recurring Events Recurring events are events like milestone meetings, conferences, team-lunch, etc., that occur repeatedly based on a specified pattern. Zoho Calendar makes it simple and easier to create such recurring events. Instead of creating an event
Working Time diferrent for each department
Hai Zohodesk team, I want to ask about business hour in zohodesk. if i want to setup different working hours of each department, for example, in my case one department working Always (24x7), but in anothers department let say working in Monday - Friday
Self-enrollment - Word of the Day #06
Self-enrollment allows learners to enroll themselves in courses that interest them. Learners can find courses that are open to all hub users and enroll themselves without needing an invitation from course admins. The course admins can enable self-enrollment
Licença
Olá! Tudo bem? Estou testando o programa e precisaria de mais alguns dias de teste. Vi que meu plano vai até dia 21/07/2021. Será que poderiam postergar alguns dias apenas? Obrigado!
User Tips: How to Disable Cloning of Records - Workaround using auto-number field and layout rules
How can I stop my users cloning records? I see this question popup a lot so thought I'd post up my simple workaround that stops people cloning records but still allows them to create records. Steps involved. Add an auto-number field to your module layout
Agent Limit in Trial account
Hi, Is the limit for agents in the trial account just 3? I am testing something that needs 5 agents, can you help me with this?
Can postUrl be used to make a POST that contains a JSON body?
I am trying to make a POST to a Google Calendar API and I need my POST in the following format: URL TO POST TO https://www.googleapis.com/calendar/v3/calendars/someone@example.com/events?key={YOUR_API_KEY} HEADERS Content-Type: application/json Authorization: Bearer MyTokenMyTokenMyTokenMyTokenMyToken REQUEST CONTENT (BODY) { "end": { "dateTime": "2014-04-19T17:30:00.000+05:30" }, "start": { "dateTime": "2014-04-19T16:00:00.000+05:30" }, "summary": "Trial Event" } Here is the ZOHO Creator code
merger ticket zohodesk
can you help me for merger ticket, an example of a telephone ticket being merged into an email ticket.
Average Ticket Reply Time by one channel
I can see the Average Ticket Response Time, but this is from all channel. what if I want to see the Average Ticket Response Time by one channel?
save customer contact
Customer data such as name, telephone and email will always be saved without having to re-enter if the same customer sends an email again.
ISO Zoho Desk Consultant - Help with Training
Our Company just switched to Zoho Plus and the team member responsible for project management of all the modules just resigned. I'm looking for a Zoho Desk expert to help us with training to get our Customer Care team up and running on the platform.
Is there any way that I can trigger ticket receipt confirmation email per my contact group type
Hi Team, Is there any way that I can trigger ticket receipt confirmation email per my contact group type, for example if client is from region UK then send them this ticket notification for ticket creation and if Australian then trigger this ticket creation
Error de verificación de MX
Hello I added my MX Records i the right way , the the panel says I the are wrong, as you can see I added th same values you gave m, but I dont not why I'm getting the error : " Error de verificación de MX / Error in MX verification" I follow your
Using Pivot Tables with Bi-Directional Relationships
Dear All, The context - I have 2 forms (VOWD, and Project) the relationship is 1 to many (1 Project, Many VOWDs) - I have created a Pivot Table based on the Project form - Using this Pivot Table (Project) I want to access the data from the VOWD forms - To do so i have created a bi-directional look-up field (Multiselect) in the Projects form the result is that I amnot able to view the VOWD form entrys in the pivot table! If i change the lookup field to "dropdown" instead of "multiselect" then it works
Zoho Desk Community Digest - June 2021
Product Enhancements Added a "Discard" option to the Article List and Article Detailed view page. You can also view the time that the article was last modified in the Article List view. Added Telugu to the list of languages supported in the multilingual
Zoho CRM and its Integrations
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
Introducing the all-new Webforms
We're happy to announce the release of Zoho Recruit's enhanced Webforms. We’ve listened closely to your feedback and incorporated your top requests into the revamped feature. Listed below are a few enhancements that will make you want to move to the new
Webinar: Learn how to instantly clean your spreadsheet data
Hello! Do you find it tedious to get rid of duplicate entries, inconsistencies, and missing values in your data? Join our webinar and learn the trick to clean up your data in an instant. In this session you'll be introduced to the smart data cleaning tool in Zoho Sheet followed by a live demonstration. In this session, you'll get to know: What's new in Zoho Sheet About a smart tool to clean your spreadsheets in an instant How to find and remove duplicate records from your data How to get rid of
Effortlessly implement and manage SalesIQ for your business with Brands!
Brands! Previously known as Websites, is the new smarter way to manage your business by categorizing multiple brands (websites) inside your SalesIQ portal to provide versatile support and engagement. An organization that runs multiple brands (websites)
Join us for a live webinar on the all new Codeless bots - the fastest way to build chatbots!
Hello everyone! We hope you are all staying safe during the pandemic. We are happy to announce the introduction of our all new Codeless bot platform in SalesIQ 2.0 that lets you build chatbots for your website with absolutely no coding skills! In the
Problem sending POST request
I'm using a desktop REST client to send a request but I keep getting: {
"code": "INVALID_TOKEN",
"details": {},
"message": "invalid oauth token",
"status": "error"
} I'm sending an Authorization header as follows: Zoho-oauthtoken 1000.54c1a8cbb00d2a0ed98350eed6.06b7f99a96ee9079291a2b5bea
Compliance Settings
I'm using the compliance setting of ZOHO CRM but have been facing some limitations. - The Conset Form is terrible, i had get the consent with other tools and upload trough API. How to upload consents from other tools (survey, forms...)? - Moving a contact
Telephony System with Call Recording applicable for Zoho One to be used with Zoho CRM for Australia
Hi, Just would like to check if there is a suggestion on which Telephony System we can use for Phone Bridge which is found from the Marketplace. We are using Zoho One and this will be used for Zoho CRM where in we would need to have feature to record
Beginner Issues with Validation Functions
Hey Zoho Community, I am new to Deluge, and Zohos functions in general but have a decent understanding of python, java, etc... I am having issues creating a simple validation function. I have tried many google search results and this one even shows some
Import contacts into Zoho mail from CSV file
Hi. I am new to Zoho mail. I'm trying to import contacts form a CSV file. I have many fields - more than are listed in the import contacts screen. For example, I have several phone numbers for each contact (work, home, mobile, fax). I see only one
Export all projects, tasks and documents
Good day! I need to make a backup of all our projects (all data, tasks, documents/files, etc), how or where to do this? Thanks!
Zoho Mail Contacts Sync
When I create a contact on my iPhone (iOS 14.6) I immediately see an "Others" phone number created. I will create the contact with 3 elements: Firstname, Lastname, and Mobile #. Once I save the contact on iOS I see the "Others" phone number automatically
Associate existing zoho projects task with a ticket
The new functionality zoho projects-desk works fine. We can create task from a ticket. Can we create ticket from a task? We use the ticket as communication portal with our clients and works perfect. the problem is when we want to say something to a client
Weather forecast function or API
Hello all, Has anyone been able to integrate a weather forecast in any way for Creator? With all the events management and planning and calendar / booking applications, I think it would be an excellent idea and fairly simple to have a weather forecast
Is there any option to directly download my spreadsheet in csv or json?
Is there any option to directly download my spreadsheet in csv or json? If yes then, how many requests per second Thank you
Clients unable to reply to my Zoho emails
I have had multiple clients this week tell me that they are unable to respond to the emails I send them from my email address. They can send me new emails, but can't reply to ones I send them. This is becoming a major problem as I am constantly trying
Subject drop down list
Whenever I start to send an email, I left click on the "Subject" line and a drop down list appears containing what appears to be titles of previous emails I have sent. Is there any way to turn this feature off. I have searched settings and elsewhere
APP Download page is not working
Hi the Zoho Mail Program Download page for Destkop is not working. I click on download and nothing happens, it looks like the page is in error. https://www.zoho.com/pt-br/mail/desktop/#
Auto reply filter
Hello, I have recently moved my mail to zoho,with my domain, but some people still sends mail to my old address... I have forwarded those mails to my new zoho address. Is there maybe way to extend 'filter' option on zoho to enable auto-reply to emails that were sent to my old e-mail address? I am able to filter those messages on zoho,and to move them to different folder, mark them as read,etc. but it would be nice to auto-reply to those mails, informing that I have new address...
Send Mass Emails - Automatically / On Schedule
I'm looking for a solution which will allow us to send Mass Emails to about 50+ contacts every Sunday at a specific time. Any idea how this can be achieved, workflow or function?
Workflow does not trigger if editing was made by another trigger
Hi, I'm having the following issue that hopefully someone could point me a solution to it: I currently have the following workflow: 1. Sale Order is created alongside a Purchase Order. 2. Purchase Order gets "Approved" by the vendor. 3. Editing the Purchase
Recebimento de Email
Boa tarde equipe Zoho mail, por favor necessito de ajuda com minha conta, não consigo enviar email e também não estou recebendo email no zoho, conferir meus registros MX e estão todos instalados, não sei mais o que fazer ,preciso que me ajudem. Obri
create custom button
In my CRM I have created a custom module 'Contracts', I want the ability to convert the Deal module to the Contract module and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number etc etc. Thank you in a
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