Channel Ticket Incoming
Hi Team Zoho, I have several channels on Zoho, such as telephone, email, and whatsapp. I want when there is an entry ticket to zohodesk then the ticket is in accordance with the channel. what I mean by this is the channel in the layout field, so our agent
See the number of votes in community dashboard
Would be great if you can check how many votes were given per week/month/year in the community dashboard.
Ability to create checklist templates for work items according to status & the ability to have sprint types associated to work items statuses
Hi, a. It would be great to have the ability to define a checklist template for work items so that people can tick off completed mandatory items according to the status. This will enable having a template checklist for each stage of the development cycle
What's new in Zoho Cliq - April/May 2021
Hi All, Here's a set of new features and enhancements that Cliq underwent in the month of April/May. Enable Telephony integration for Cliq to get on quick calls You can now invoke a call from a Cliq message through Zoho Telephony. Smart suggestions
Add frequent links in Connect
In Connect where can I add a link to a Dropbox folder we all share? I'd like it accessible on web and mobile app. I tried a web tab but it said it wasnt supported.
Extremely Slow Email Delivery
My outbound emails are taking a long time to send. Especially those with attachements. Any suggestions or internal issues?
Related Report - Average response,handling,resolution time
Dear Team Zoho, I want to find a productivity agent, so I want to need : Average response time, Average handling time, Average resolution time per ticket created each month Thank you
SalesIQ one minute website visits
We just started keeping track of visits to our website using SalesIQ and there is a very high rate of direct traffic with time spent on site just over 1 minute. It comes from all over the globe. Anyone know what this is? Does not seem natural and seems
Zoho Social Reports: Cards keeps re-arranging automatically
The feature in Zoho Social where I can create my own dashboard under the reports tab keeps re-arranging the cards automatically. I have been using Zoho Social for almost two months now and I was able to curate a number of reports with the cards being
Analysis of projects costed against bills
Hi there Within the Bills module we can see the analysis of the accounting posting within the Display Journal dropdown. Is there an option to see the project/s the bill has been coded against? A Bill can be allocated to one or more projects but this information
Accounting for Accrued Income as per IFRS15
How do we account for accrued income as per IFRS 15 in Zoho Books?
Scheduling "Send as Email" Ticket
We have to send reminder emails to clients first thing in the morning. We are currently doing it in GMail and cc'ing our internal operations email address to create a ticket in Desk, however, this creates a ticket for our internal operations and not for the client we are sending the reminders to. We are then manually having to go in and change the client name for each ticket. Is it possible to schedule "send as email tickets" the night before to be sent first thing in the morning? Thanks!
Retainer hours burn down
As an IT service provider, I bill customers for 10 hours monthly. We allow them to pull from the next month if they go over, or roll over hours to the next month if they have a balance remaining. Is this possible with Zoho Books?
The contact form in my website has stopped working!
Contracts in Desk
What is the purpose of contracts in desk? I can't associate tickets to contracts or time. Unless I am missing something. Any ideas?
Address not found
I am facing an issue that whenever I am sent an email, the sender is getting the attached message. Please can you help urgently as this is a major issue. Many thanks, Jake
Does setting up ZMA's SPF and DKIM disable other systems like MailChimp?
I am converting a customer from MailChimp to ZMA. They will be using both systems while they get setup on ZMA and used to the way it works. If they setup ZMA's SPF and DKIM records, it won't stop MailChimp working or affect it in any other way, will it?
Zoho Docs for Ipad
Is there a zoho docs / Zoho projects for ipad? ? I am currently using myzpc on ipad and is working fine , just wondering if there is apps in the pipeline?
Integrate surveys into client portal, vendor portal ,candidate portal, Zoho people and other zoho products
It will be good if there is an option to push surveys into candidate, client and vendor portals. Is there anyway to integrate Zoho surveys into Zoho recruit and other Zoho products? It will be good to gather the experiences Sudheer
Duplicate A Site
It would be really great if when I create a site to be able to copy an existing site. Also, if this was available I would need to have more than 6 sites in my account. Bruce Letterle Creative Web Technologies
Today's Date Widget?
I love the new in-line e-mail feature, but before I'm ready to start using it for my company, I'm hoping to solve one thing: When I send the PDF version of my weekly dashboard, I've embedded a little iframe in the title that simply pulls in "today's date." So, today's dashboard will say "Dashboard for the week of September 18th, 2015" where the date is pulled in via and styled with HTML. Is there a way to achieve this with a widget or other method? The iframe doesn't survive the e-mailing process.
"Move to Another Workflow" Process shows no trigger
I have a workflow (A) that when finished leads to workflow B. The "move to another workflow" at the end of workflow A shows no other workflows to move to even though my workflow B begins with an open trigger. I have the API key for the open trigger but
Can't receive emails into zoho mail:
I can see incoming email in my webhost's webmail services, but the incoming messages will not filter into zoho's inbox. MX settings are supposedly okay, but if someone can assist me I will be glad to give them my user info / password to make this thing work like it used to! Thanks! Veronica
Outlook integration for contacts: are deletions only sync'd one way?
When I delete a Contact in ZCRM it is also deleted in Outlook Contacts (which is good). But when I delete a Contact in Outlook Contacts it is NOT deleted in ZCRM. Is this deliberate? If so, can you explain it to me please? Many thanks Steve
Tip of the week #13 - Get instant peer reviews on email drafts
How many times have you wanted your colleague to have a quick glance at your draft before you send it out? Were there cases when you wanted your teammate to add a part to your email content? Sharing email drafts in Zoho TeamInbox comes handy in such cases.
Remove "Tax Inclusive" wordings
Hi, I would like to remove the wordings of "Tax Inclusive" from my Zoho Invoice. I have also selected "Excluding Taxes" under preferences but it still appears. Could you please advice. Thanks.
Zoho Books (Timesheet) : «The time spent for the day adds up to more than 24 hours. Please check and retry.»
I'm having trouble almost each time I try to star timer or log time, system says : « The time spent for the day adds up to more than 24 hours. Please check and retry.». I didn't even loggued time for this project since several days. What's th problem?
Walkthrough Breaks
Zoho Creator Walkthrough seems to be closing after step 2
Is it possible to create an invoice draft without adding Invoice Number until sent?
Hello! I know with a lot of time in advance when I will need to send invoices and its full details. However, there is no option to set a "Future sending date". I was thinking of creating draft invoices as soon as I know, but not assigning them an invoice number until they are sent. As this would mean that I would still need to enter manually in the system and "Sent the invoices/change them from draft to active", I would like this process to be as automated as possible (not manually checking what
Invoice Draft Number Problem
Good morning, i have a zoho invoice standard subscription, and i have a huge problem with invoices, if i create a draft of invoice the number of invoice is reserved for this draft.. but i need that the number is assigned when the status of invoice changes from draft to active.. is possible? An other solution in my case is to create an estimates from the projects time entries (not an invoice draft).. Is There any solution? Your sincerely, Marco
LEADS TO SALES: HOW ZOHO MARKETING AUTOMATION CAN GROW YOUR BUSINESS
Missed our webinar? We got you covered in this article on executing a lead generation strategy with Zoho marketing automation. Check out the link below. https://www.rfdmsolutions.com/blog/zoho-marketing-automation-grow-business
How to create a Bigin Deal directly from Zoho Desk?
Hi There, We use Zoho Desk and receive multiple quote request from potential leads. Some of these mails from customers we would like to track closely in Bigin. Is there a way to create Bigin deal directly from Zoho Desk?
Change email default view
How do I change the default email view under Contacts from "Sales Team" to "sent emails from CRM" This way I can see the emails I have sent.
Introducing Zoho Vault's revamped extension for Google Chrome and Firefox
Hey everyone, Following the official launch of our web interface in January, we're happy to announce that our new browser extensions for Google Chrome and Firefox are now live. The extensions work a lot faster and offer enhanced password autofill. The
Why are forms defaulting to wrong time zone?
We're in Eastern Time Zone and our company settings are set that way. When I create any form, it suddenly defaults to Pacific Time Zone on all Date-Time fields. Any idea?
Can I add an Overtime Request
Hi I have an issue going on I have these settings on a shift From this, we have eliminated unwanted OT and Deviation, since shifts are usually 8 hours. My question is, Is it possible to create a manual overtime request? Because this setup eliminates
Unable to send Messages in my zoho mail account .
Please Help me i Cant send Messages in my zoho mail account . Any time i try to send Messages In my zoho mail account.It will throw this error . "Unable to Send Message Email Outgoing Blocked ,Please Wat should I do."
Not all emails coming through to Zoho
Hi Zoho team, I am contacting you as I noticed that not all of the customer service emails we receive though our team@ email address are coming through on Zoho. The vast majority are but often there are 4-5 per day that don't come through to Zoho and
How to target a specific language for LinkedIn page posts?
I'm trying to use Zoho Social to schedule my posts on my LinkedIn company page. I do see a target option but only for location and job position. Is there a way to choose the language LinkedIn targeting option?
Designing a Contact Form a Public Website
I am trying to make a Contact form for the Public website. The drag and drop of the required fields is completed. but now when I try to Publish it says not applicable for free users. But I remember we had this facility earlier and the entered details
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