Escalate the ticket internally based on sales owner in the zoho crm
Hi Zoho Team, May I know if we can create a field(escalate the ticket internally to our sales service owner) in the Zoho Desk back to our CRM module called "Our Services"? For example, a customer raised a ticket to our Zoho desk and we want it to be
Adding search in more fields
Hi I have noticed that in product, we add a new field Part numer, and also supplier part number, but we have noticed that the Search functionality, are only searching in the Original "Product Name" How do we change so more fields are searchable? Br David Edited; This is both in lookup search, but for example, in lookup search, when I add a Products to Account, the Search function, does only search within the Product name, and not Product code or more fields. in attached files, "leads" are used in
Update Deal Name in Quotes Module
I have a workflow that automatically creates a new Deal for a quote when there is no Deal linked to the quote. I need to create a function as part of the same work flow that takes the Deal Name of the newly created Deal, and updates the Deal Name lookup
Creating sub-accounts to a standard account
I am new to Zoho Books and currently I am preparing the Chart Of Accounts for my organization. I wonder if we can create sub-accounts to a standard account in Chart Of Accounts and do simple addition calculation to these account? For example, A and B
How should I change my base currency for my particular scenario?
Hi guys, I have enabled integration between CRM and Subscription today. After sync is completed, I saw duplicated records in Subscription in my base currency. These accounts have been created automatically in Subscription using my base currency. As
What's new on Zoho Marketplace for March 2021
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in March 2021. Maqsam for Zoho Make calls right from your browser with the Maqsam integration for Zoho
Is there any way to get a usage report for Reports?
We have a large number of reports but cannot determine which are still used and which are not? Is there any usage reporting in Zoho?
Broken Bulk Write API
We are trying to bulk update our client accounts; I think this is the first time we use the Bulk API. I tried 2 SDK versions and in both got the same error "INVALID_FIELD_NAME" invalid mapping. invalid api_name Available_Balance. despite that this is
Multi-Select Reporting
I'm newer to deluge and I've seen this question mentioned here before but nothing I have tried will work. I have a application that contains two items at the moment. List of Employees List of Training for Employees The form for submitting a training
Zoho sender blacklisted
Hello, Since we switched over to Zoho campaigns we have noticed that our open rates have dropped significantly. After investigating the issue, we have found that the IP Zoho is using to send on our behalf has been blacklisted. Furthermore, not a single campaign we have sent has made it to my personal inbox since the transition (Both Gmail and Outlook accounts across 6 months). These go straight to my spam folder and I imagine most of our subscribers are experiencing the same thing. We have our
Customer Portal URL
I added the domain in the Customer Portal URL area. But when accessed by the new domain, the application does not appear.
Multiple twilio (or any) SMS outbound numbers in Marketing Hub
Smart friends - please help! We have a few different sales groups geographically. in CRM, each of our sales teams has its own local area code twilio number for outbound SMS so customers get messages from a local number. In marketing hub, we have setup
Cliq and crm
we use zoho crm and cliq and I cannot understand how on the app to message a zoho crm contact or event.. you can link to the phones contacts but that is not what we need. Any ideas
SDK exception "file system limitation"?
Using the C# SDK, I am trying to simply call GetRecords for the Accounts module. Usually it works fine, however occasionally it throws an exception with the message "The requested operation could not be completed due to a file system limitation" IsSDKException
Notice board
Although I made this request many years ago, let's try again..... The notification provided for oAuth is something that would be beneficial to most users, why not make it available as a general & individual user notice? We could use it to : Congratulate
Problems with querying subform
Hi all, I am trying to troubleshoot an issue for sometime now and still unable to resolve it. I have a Module "Sales Orders" with a SubForm "Ordered Items" (SalesOrderModule.jpg) Problem Statement: When I query with zoho.crm.getRecordById to my "Sales
increase the column layout more than 2 columns
I want a 4 column layout in my lead form. My existing lead form does not look nice because number of fields are more. Please suggest me some way..
Email Forwarding
When trying to set email forwarding, Zoho says 'Operation not permitted.' Please advise how to fix. Thank you!
What's New this March 2021 in Zoho Invoice?
Hello, everyone! The latest updates to Zoho Invoice range from a separate module for developers, to advanced analytics right within the Reports module. Read on to discover all the new features we've added in the past month. Developer Space We've added
Tiny Tip Tuesday #36
Terms and Conditions or Informed Consent In the previous tip, we discussed how a survey introduction or disclaimer can add value to the terms and conditions you mention in the survey. Surveys can be used to collect personal information, such as name,
Field input are not in BOLD anymore
Hello, We use to see the Fields Input are in BOLD font type, and it was very very comfortable. For some reason, it is now in regular font as the filed name itself. Why is that? and how can we change it back to be in bold? See the picture attached for
Back up for zoho subscription before an integration to CRM
Hi guys, We have been editing our data on CRM regarding how we record these pieces of information on Zoho Subscription. We have updated the customer name, equaled invoice amount on CRM to subscription amount on Subscription. We're planning to integrate
Capture Single Line of Multi-Line Field in Function
I am trying to capture each line of a multi-Line field and create a new note with title of the each line in the multi-line field: Example of Multifield: 42 13 19 FOG Heat Exchanger
43 21 36.10 Positive Displacement Lobe Pumps
43 23 13 Hot Water Pump
44
Daily ticket recap for each agent
Hello, I would like to be able to send a daily email to all of my agents regarding all of their open tickets. I tried using the guide at https://help.zoho.com/portal/en/community/topic/open-ticket-reminder but it juts sends at the set time from a reply,
Create A Report That Shows Date Spent In Certain Status
Hi there, I would like to build a report that lists the different tickets and shows the number of business days spent in a specific status, for example number of business days spent in "In Progress" status. How can I do that on Zoho Desk? Thanks,
Zoho Cliq API Authtoken - Deprecation Notice
Hi everyone, Time to say hello to OAuth 2.0 Zoho Cliq is deprecating the usage of Authtoken from 1st April 2021 for the authentication of API calls in an effort to notch up user security. Thereby we recommend you to consider converting your workflows
Email bouncing from a know valid address
When replying to certain emails, i get a hard bounce when I know that its a valid email. PLEASE HELP - Thank you This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its
Website Email Redirection Problem
Helo SUpport Team, My question is that I created an Email with the name of my website Chengwei Semiconductor, and redirect the Email to the Zoho email. But I have not received any email yet.
Candidate Module Custom Button, Web Tab Not using configured URL
I have setup a Web Tab for testing going to https://www.bing.com I have then gone in a configured a button on the candidate detail page. In the configuration for the button, i added "?q=${Candidates.Country}" to the URL. If i then exercise the button/link
How to 'restart' the chat? Users will reach the 'end' of the chat and even with operators available, cannot reach a person.
Scenario: user is chatting through SalesIQ to either bot or human operator. When chat is complete, the user is unable to start it again. If the user has another question and reopens the chat, they can only input their name and email to leave a message.
Use Gmail for SMTP
I hooked up a Google Workspace email to TeamInbox and incoming emails are working through POP, but the SMTP settings won't connect for outgoing email. When sending an outgoing email TeamInbox says, Verify to use this address as sender address. Verify
In zoho people, what is the form "disciplinary" used for?
In zoho people, what is the form "disciplinary" used for? It appears when configuring security settings, but I cannot even find it from the user interface.
Sync between browser and android app
Hi, I've imported some notes from Google Keep and Evernote into Zoho Notebook using the options accessed using the browser. However, these imports are not showing on my Android Notebook app. If I add notes to my original Zoho My Notebook then it syncs
When updating Lead personal info on Social, no update made in CRM
Hi there, Adding a Lead/Contact directly from Social to CRM is really awesome ! However, even if I put all Lead info in "Personal Info" tab on Social, when clicking to "Add to CRM", it is not collecting this data already filled-in. I have to fill-in again same info on "Add new prospect to CRM". Is there anyway not to type this information two times ? Another scenario is also : - Update info on Social for a Lead/contact in "Personal info" table, after getting info from the Lead through a chat - Not
Date of application
Hello, Could we have this ability to filter the candidat by date of application/association to a job (and therefore add this information as a column). We have the date of creation, date of modification, and so on, but not the date of application/association
Change value of a radio button (disabled in the form) based on the values of other radio buttons in the same form.
Hi, I have a form named "MANAGER" inside which I have 5 radio button fields with each 2 values: "OK" & "NO". I would like to configure in the same form another field named "STATUS" (disabled in the form) that would also have 2 values "OK" & "NO". This
Deploying Zoho Assist via JumpCloud
There does not seem to be a package for deployment of Zoho Assist. Has anyone been able to deploy Zoho Assist via JumpCloud?
All my emails are going to the Trash!
Why are all my emails going Straight into the Trash!? This is Very annoying & I've missed Very important messages & meetings already...
Working with freelancers
Dear ZOHO Community, we often work with freelancers and that too in several projects. Is there a way to integrate these users into Projects. We use ZOHO One. Is it possible to register more users only for Projects? Or any other ideas? Regards David
Is there a workaround for forms to update MH existing leads?
I've recently found that a form from Marketing Hub or Zoho Forms can only create a new lead in Marketing Hub. If the record's email address already exists, a new form entry doesn't update the existing record. Does anyone know of a work-around, because I'm flabbergasted by this? An example scenario is this. In January, jbloggs@test.com requests a handbook on Shoes; he records his job title as "Sales Assistant". In June he requests a handbook on Hats, his job title is now "Sales Executive. I can't
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