Monitoring agent responses
In order to do quality checks on agents' responses to tickets, I would like to be able to see all outgoing e-mail responses. Not like Review, which will need my approval for every e-mail sent, but just a list of all answers per agent, that I can check
Why is zoho sooooo bad at designs
MY Goodness. I've been with Zoho for years now, and I'm still in shock every time I see a poor design, which your applicatins are littered with. You understand the need for these applications and their features, but it's like you WANT people to only work
How can we send a record template in a new CRM record as attachment?
When I submit a form I would like with the zoho.crm.createRecord to create a new record which will predefine some fields in CRM (using Map). We are OK until now... Is it possible to add a PDF (record template) in the zoho.crm.createRecord so when the
How can I add single point of contact to multiple accounts?
Hi guys, I would like to add a single contact to multiple accounts. Here's the scenario: I have 2 accounts in my CRM and Desk as well. Such as; Company A and it's sub-company called Company A2 There is only one contact for these both companies. Contact
(no) regional variants?
how many differences do have zoho accounts? I would like account/accounts free of them, because I have to marry in Japan So I dislike my email address in .eu domain!
Bulk Update to Card Transactions - i.e Category / Tax etc.
We have card multiple transactions - such as software subscriptions that repeat monthly, some have multiple charges in the same month. They have the same tax category, same category, and most are the same amount. It would be great to be able to 'bulk
Paste non-ascii text from some apps on Mac
Hi, When I paste cyrillic text (and other non-ascii letters) from some applications (Telegram for instance) to Notebook app on Mac OS X, I get question marks instead of the original characters. Please see the screenshots. Is it possible to fix that? P.S.
How is "Email tagged" trigger supposed to work?
Here's the Flow: I don't need any additional filter, but it only triggers when a Filter is set. Is that correct behavior?
Where as admin can I cancel a registration of an individual in a group booking
For whatever reason I find the Bookings app incredibly difficult to navigate for basic housekeeping functions with different options seemingly only available from certain views. Can someone point out to me where you would go to in order to cancel a customer
Importing Opportunities to Zoho CRM
Hello, I am trying to import my company's previous records to the system. While importing Opportunities, although there is a section in my file for different "Opportunity Owner" representing each user, system automatically assing me as the owner for all
Cold Call Cycle in Zoho CRM - Marking Tasks as Complete
Hey everyone, I'm trying to set up an SDR call system in our Zoho CRM. I've just created a blueprint where all our SDR call cycles will process through. We're currently using Phoneburner as our dialing integration. When I'm assigning leads I'd like to
POP3 authentification filelure
hi, since a few weeks for the address robert@.... I have a problem with: authentication error. This applies only to this account on the zoho website and in the mail for OS. The account on android devices does not extinguish the problem. request for
Storage and external share settings in My Folders
Storage limit in My Folders Zoho WorkDrive offers a single shared storage for your entire organization. This means no separate storage for My Folders, Team Folders, or users. If you wish to restrict your team users from using a large storage space in
Zoho CRM users... What calendar do you use?
I use the calendar built into Zoho CRM. I am curious what other Zoho CRM users use for their main calendar app. I recently wrote this blog article about pros/cons of using various calendars (Outlook, Google Calendar, Zoho Calendar, etc...) with Zoho CRM.
Fetch attachment from mail
We receive mail with attachments inf different formats. We would like to automate by fetching these attachments from the mail and store them in Zoho Drive or in a folder that I create. Can we have it done using Work Flow or can any other mechanism be
SMTP not working
Hi, I am using PHP Mailer to send automated emails. If I use gmail smtp, it works great. But, if I use smtp.zoho.com, it does not work nor does it give me an error message. The settings that I am using are: $mail = new PHPMailer(); $mail->IsSMTP(); $mail->Host = "smtp.zoho.com"; $mail->SMTPAuth = true; $mail->Username = "xxxxxxx@yyyy.com"; $mail->Password = "xxxxxxxxxxx"; $mail->SMTPSecure = "ssl"; $mail->Port = 465; $mail->Send(); Thanks in advance
Cannot get the Payment Surcharge Option in Zoho Books Sales Order
We are syncing data from CS-Cart to Zoho Books. We are in a situation where we are unable to sync a COD Surcharge option under Sales Order. CS-Cart is having the Surcharge option as shown in the attachment but unfortunately in Zoho Books->Sales ORder
TCS under GST for sellers on Amazon/Flipkart
Dear Team, Please help me with how I can record the TCS deducted by Amazon/Flipkart under the GST Act while accounting for sales in Zoho Books. At present, I am using Govt Free Software Scheme. I added TCS CGST SGST & IGST as a sub-account under TCS Receivable
Login error on LG Lollipop model
A login error is occurring in the LG Lollipop model. The synchronization operation did not proceed first. And after logout or erasing the data, can't log in again. The same problem is occurring in LG Gpro2 and G2.
Tip of the week #2: Creating a new event in Zoho Calendar.
The main use of business calendars is to create or add an event to the calendar. Sometimes we create event on the go just by providing the event title and time. Many a times we need to add participants, add conferencing, create a repeating or an all day
Who can view my name and surname?
what is the purpose of an user profile? it just contains name, surname, gender, nickname, photo, email, phone (am I wrong?). Compiling it is compulsory; but what do I have to don't show to anyone my name and surname and phone? and if possible would like
How to record prepayment on an hourly project
I had a client pre-pay for a job. I have no idea how to record this payment in Zoho Books. This is an hourly project. For hourly projects, in order to record a payment, I think I have to create a project, create a task, log some hours, create an invoice
Zoho One - CRM and Bigin Integration
Hi, I was wondering why Zoho CRM and Bigin are not integrated? Bigin seems like a big leap forward in usability for field sales reps. However, I was disappointed to hear that data in Zoho CRM wouldnt populate into Bigin. Whats the rational behind this? Is there a plan to make this happen?
Zoho Assist failed to use unattended link
I'm new and trying to use/test an unattended mode to be able to use remotely my Samsung android phone from my iPhone. I can send an activation link/email to my email, but every time the unattended activation fails with message below: This site can’t be
Older FB messages are shown as null
Hi, When i logged in to zoho social, I couldn't see the older messages. It shown NULL
Join us for a live webinar on the all new Zoho SalesIQ 2.0!
Hello everyone! We hope you are all staying safe during the pandemic. We are happy to announce the introduction of its all new and improved version - Zoho SalesIQ 2.0. We want to tell you more about this and so we are here with a live session that will
Community Digest: un resumen de mayo de 2021
Community Digest, mayo de 2021 ¡Hola comunidad! ¿Qué tal? Parece increíble pero ya estamos en el mes de junio. De hecho, tras dos meses de nuestro primer meet-up virtual sobre Zoho CRM volvemos con nuestro segundo: el meet-up virtual de usuarios de Zoho
Customise Help Centre footer
Since it's still not possible to have SSO and link my users to the KB, I'm trying to customise the footer in the KB so that the SUBMIT A TICKET button links to my site where they can contact us. (When they do this certain user information is also added
Community Digest - Résumé de mai 2021
Bonjour à tous, Que s'est il passé en Mai sur notre page Community France ? En plus de nos articles Trucs et Astuces, vous avez été nombreux a réagir, nous poser des questions ou encore publier vos propres conseils ! Vos les différents sujets abordés
How to link the ATTACHMENTS and EMAILS?
Hi, I hope everyone's doing great and in good health. A number of question regarding EMAILS and ATTACHMENTS. 1. Is there a way to link the ATTACHMENTS and EMAILS? Whenever we use the EMAILS, we always reattach the files that we already uploaded in
Create Ticket from Zoho Prtojects task
Hi Zoho Community, I have questions and queries. I want to create a button in the task template I go through the task template but I didn't get from where I can create such a button in the template. I want when someone clicks that button it should create
Zoho Mail
Hi, How can I restrict users from downloading emails in outlook or any third-party app other than Zoho mail?
Unable to process your request on Send document for signature API
I'm trying to send document for signature using API here's the json data that i send for the request : { requests: { actions: [ { verify_recipient: false, action_type: "SIGN", private_notes: "Please get back to us for further queries", signing_order: 0,
API Oauth v.2 with cURL PHP
Hi, I would like to know if first, is it possible to call this URL with cURL PHP url = https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} Note: I know for a fact the URL is working. If I copy and paste it in the browser, everything is fine. If it's possible, can someone tell me why my cURL call is not working and keep returning me this error Uh, oh! Server error occurred Looks like
Need migration status I requested Evernote conversion in late April - sent support request two weeks ago
Hello Zoho, I requested Evernote conversion in late April 2021 (about the 25th) and I followed other support threads here where people were wondering what was taking a long time. Many responses said to request support directly, so I sent a support request
Synchronistation impossible
Bonjour Impossible de me déconnecter sur android car synchonisation en cours permanente Comment faire ? Cordialement
Android Widget Font Size
Is there a way to change the font size of the widget on Android?
Text files become zip files in Zoho Notebook, and file name is replaced by number.
Hi, I would like to once again hilight a huge problem in Zoho Notebook: When adding files to Notebook, Notebook sometimes changes the file type to a zip file, and replaces the file name with a long number. Example: I use 2 mobile phones simultaneously.
Evernote Migration.. Again
Dear, I once completed the migration from Evernote to Notebook, and it worked perfectly. However, I would like to do the following: 1. Import everything again from the same Evernote account since I continued to use Evernote in the meantine, 2. Import business Evernote into the same Zoho Notebook account. is this possible. Kind regards, Milan
Allow checkboxes to be ticked/unticked in mobile app without entering edit mode
Hi, It would be useful when dealing with checklists in notes if the app didn't enter edit mode when you check-off (or indeed un-check) an item. A common scenario I'm sure is to create a note of to-do items, then work through them ticking them off as they are done. Ideally, you don't want the keyboard appearing as you check the items off! Edit mode should really only be activated when clicking on the text, not just the checkbox. Mark
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