Using the new control panel, removing someone from the an email group ends up removing another user
Using the new control panel, removing someone from the an email group ends up removing another user. Steps to repro - go into a group. Check a user and remove them. Refresh the page - another user, apparently the user at index 0 has been removed.
Report Idea: Ticket Assignment Metrics
Hello, We are in need of a way to build a report in the manner it is explained below. Report details in English words: We want to know how many tickets each person is taking from the unassigned queue and assigning (to anyone) and then we want additional
Shopify and zoho email problem
I have set up an email with zoho and entered the zoho code into my shopify site of which I own the domain. However can send emails but not receive them using the zoho mail. Please help? I'm stuck.. Thanks
Desk API Bad request
I have a problem... im doing this call : curl -X GET https://desk.zoho.com/api/v1/tickets -H "orgId:701841XXX" -H "Authorization:Zoho-authtoken 96610365260fac105f279882e741fXXX" And i have a 9 Tickets... but ever its the same response: {"errorCode":"BAD_REQUEST","message":"Bad
first name placeholder ????
I have email templates saved in desk and want to update these templates to include ONLY the first name in the greeting line (ie. Hi (contact first name), ) I've tried the place holders listed and the ONLY one that even works includes the persons first
jounal
As per below your report its include journal entries?.. Also payable & receivable are not an bank or cash transactions, as per our request we need Organization inward amount & outward amount total, for example Customer payment (its fund inward our organization)
How to turn on voting for community forums
I'm having trouble finding how to turn on the Vote option for a post on the community. I posted an idea in testing but my test user can't upvote it.
View on work time calendar in Zoho Desk
Hi, Desk is briliant platform who has so many features but at first contact with zoho desk i was confiused because i have not found tools which I can check daily activity my people on the calendar view. I sended screenschoot shoot from extension from
Display Group Description under the Group Name
Hi, That would be useful to display the Group Description under the Group Name when we are in a group tab : we could put there some useful information for our users (why the group exists, etc.). Joffrey
Integrating POS system to Zoho
Our company is trying to import data from our Lightspeed Retail POS system to Zoho one, for both CRM for targeted marketing and analytics purposes. As many of you are aware, there is no native connector to Lightspeed POS so we are exploring other options
Layouts and Fields editing values
It seems there is no way to edit a dropdown value within the Layouts and Fields. Any suggestions? This the best thing to create a new value and delete the old value. When I do that can I link or update the application where the original value was us
Outlook CRM Add-In for Zoho CRM - Functionality lacking!
Hello, We have just installed the Zoho CRM add-in for use on desktop Outlook versions and the functionality seems to be very low. Will there be improvements to this? I would like to be able to search for records that we want to associated emails to.
Email notification previews and test mails look nothing like the final result
I've just spend (wasted?) a fair amount of time designing email notification formats I like. But when I see a 'live' email they look a real mess. screen-1422: This is the way the design looks in the template editor. screen-1423: This is how a test email
Sending mass email to a list of more than 100 recipients in one go?
I'm not sure if this is just me, but if I want to send a mass email from a contact list (for example) that has more than 100 contacts, I have to open multiple tabs and have contacts 101 - 200 on a separate tab to then select them, as if I select all on the first page then click to go on to the next page of 100 I get a 'Unable to process your request'. Does anyone else have this issue, and if so; do you have an easier work around than opening multiple tabs to send to list of more than 100 recipients?
Emails appearing in Inbox after being deleted
Hi There Emails are remaining in the Inbox after being deleted- I have to keep refreshing the Inbox to make sure it is up to date but this is counterproductive. Can you advise how to rectify this?
i am using zoho expence to autoscan receipts but its not showing paid by owners equity
i am using zoho expence to autoscan receipts but its not showing paid by owners equity
Tip of the week #5 - Creating and managing email templates for teams
Responding to emails should not be consuming a huge part of your productive time. Create email templates for common requests so your team does not have to write the response from scratch every time. You will also make quicker replies by this. The time
CRM / Desk / Finance Integration and Historical Information
TL;DR I have two main issues: How do I get a view (on Desk preferably, but CRM as a fallback) for CS agents to be able to quickly see at a glance what products customers have bought and when? How do I integrate these historical purchases on a new implementation
Keep track on past tickets from zoho desk in the zoho crm
Hi Team, I would like to ask a question whether if it is possible if we can keep track of all the past tickets being opened by our customers in the Zoho desk via the Zoho CRM of that service. Our customer is using the reference id(Example: BWID-27).
data type of inventory line item
In Flow, I can fetch an invoice, along with many components of that invoice. However, I can't see quantity, serial numbers, and I'm interested in pulling those out via Flow. When I grab an invoice, here's the LineItems debugging when I email it to
HTML Blocks
It would be nice if we could add html blocks of information/help text to layouts, controlled by field entry. I am constantly needing to add help text or additional information based on field inputs for my users. Case in point, I am trying to weave in
Zoho CRM Webhook not Firing
Hello, I am currently using Zoho Finance module within Zoho CRM and I am trying to setup an automatic workflow whereby when a sales order gets converted to an invoice, it will push to Zoho Inventory automatically. If this invoice gets updated in CRM or
Modified Web Form not posting to Zoho
I am trying to make some changes to my webform. Specifically, I am trying to implement a Datepicker that does not allow manual/typed entry (user must select date from calendar). The form now looks and functions exactly as I want it to; however, the form
Edit Page Layout Two requests - 1 - Layout Blank for formatting - 2 Can create page show "missing fields to keep formatting"
Hi there Two requests please. These relate to any Edit page layout for any [module] 1. Blank Space or Spacer for the edit layout. Firstly It would be great if in the edit page layout we could drop in a blank (field label) or a spacer block so that we
Stripe Integration Migration
Hi guys, I can't edit my base currency in Subscriptions, that's why, have created another organization and started migrating the majority of data including customers, invoices, subscriptions, products, etc. My main problem here is in my previous Subscription,
Creating an Estimate using PHP/cURL problem
Hi, I've trying to debug a problem adding an estimate. My PHP is below, I've reformatted it a bit to make it simpler to read, the code is only a proof of concept. This generates a HTTP 400 response indicating a bad request or bad ID. It's based on this: https://www.zoho.com/invoice/api/v3/#Estimates_Create_an_Estimate
How to create Zoho Invoice for a paid order
Hi, I am new to Zoho. I am using Wix for my ecommerce site. I want to know how to generate an invoice for an order thats already paid through Wix site? Under invoice in Zoho I see Terms where it gives options like Due on receipt or Net 15 etc. Shall I
Submit Button
How do I add a submit button to a Zoho Form I have created? Thank you, Marcus
Link Zoho Docs file to CRM Module via Flow/Deluge/API?
Hi, I'm trying to gather user requirements trough Zoho Forms, which is working quite nicely. In order to process these requirements I want to link the output to a Account, Deal and Project in Zoho Projects. I can easily to this by going to Zoho CRM, into
Why am I not receiving the password reset email from Instagram? Its not even on the spam folder
I have tried several times to get my instagram password reset email to my Zoho email address, but I never get it. can you please help me solve this, Its really important I recover my instagram details
Unable to sync Zoho CRM and Zoho Campaigns
Newly signed up for Zoho One. Both Zoho CRM and Zoho Campaigns are new to us. We're migrating from Salesforce and Mailchimp. All of our CRM data has been successfully moved to Zoho CRM. I'm trying to move our current email list from Mailchimp to Zoho Campaigns. I've exported our contacts from Mailchimp but before uploading to Campaigns I'd like to try and sync Campaigns with CRM. Steps I'm taking: 1) In campaigns I'm clicking "Contacts > Sync Services". Zoho CRM is the first choice and it says "Accounts
Does Anyone have experience appending data from zoho forms into zoho crm?
I see only that I can create a new account or contact, skip or overwrite the existing field data, and would like the option to append. We would use this for collecting updated discovery data for our existing clients.
chaining the reference point for upsert from Zoho forms - Zoho Recruit ( candidate)
Hi Guys, i have had a number of issues over the past few days but i have been able to overcome them with a bit of lateral thinking and determination. one issue i cant seem to get past is the mandatory mapping field when integrating a Zoho form to Zoho recruit, the issue that i have here is that is forcing us to use the last name as the point of reference. the issue with that is we have so many people with the same last name, so many times it just creates a new candidate record which is 100% not
criteria in zoho.inventorygetrecords dont work
im trying to get a package by package number, but i cant get the right record, i always get all the records. code: query_param = Map(); query_param.put("package_number","PKG-5537"); info query_param; resp = zoho.inventory.getRecords("Packages",org
How to add a record to a related list from Deluge?
Hello, I have a custom module called Applications. In my Contacts module, I have added Applications as a related list. How can I add entries to the Applications related list of a Contact, using Deluge? Thank you.
Chart of Accounts are not cloned on creation of new organisation
When creating a new Organisation and selecting 'clone', the COA (Chart of Accounts) are not cloned. For example; Locked (system) accounts revert back to their original name(s) AND all primary/sub account relationships are lost. A Clone is an identical
Is it possible to create prompts when closing a ticket?
Hi, My company is new to Zoho, and we're trying to establish a good working practise of entering a resolution before closing a ticket. Is there a way to create an automatic reminder/prompt to enter a resolution when you close a ticket? Or alternatively, make entering a resolution mandatory for a closed ticket status? Thanks, Claire
Snooze Emails
This is becomming common on other services (gmail, etc.). Would be great to have this option!
Notebook sorting when saving a web clip
When selecting which notebook to place a clip in, how can you change the sort order for the notebooks? I have them set to "name" in the web app and on my devices, yet when using Google or Firefox, when slecting the notebook from the list, they are in
Viewing own time spent by Agent
Where does an agent view their own time for the day/week?
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