Set Reply-to when creating ticket through API
I am creating tickets through the Desk API. I assign these (based upon some criteria) to a specific department. This departments has a couple of ReplyTo email addresses defined. How can I give the ticket the knowledge of the correct ReplyTo email address?
Zoho Sign: Product Updates - Year-end, 2020
Hello! The end of 2020 is finally here. As we look back, this year has undoubtedly been a challenging ordeal for both businesses and households. We hope that you and your loved ones are in good health and that this holiday season brings you nothing but
How do I unlock the text boxes to use as image frames?
I spent a long time battling with Writer to get it to allow me to design a photo template for multiple images on a page for a report (which took me much longer than should as you are unable to copy/paste the text box format to duplicate it across the
Ask the Experts 01 - A live Q&A on Zoho WorkDrive Features
Join the WorkDrive experts for our first ever "Ask The Experts" session! We are delighted to launch the first edition of our new "Ask the Experts" community series, conducted by our WorkDrive panelists. Our WorkDrive experts will be available to answer
Questions around Zoho CRM integration with Zoho Campaigns
Hello Campaigns Community, We had a few questions about the way campaigns work in conjunction with CRM. When an email bounces in Campaign's why doesn't the CRM show it? Normally if CRM detects a bounced email, it puts a yellow exclamation point (!) near
Can we map custom fields in the accounts /contacts module with Zoho Campaigns?
Can we map custom fields in the accounts /contacts module with Zoho Campaigns?
Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something other
add project tasks into estimate zoho projects
Hi, My googling hasn't yielded results on this, but is there a way to select the tasks in a project as the line items in an estimate? I can create line items for products etc in Invoices and they show up for selection in my estimate draft in Projects ( i have linked them) but i cant seem to find a way select the project tasks. Is this possible? Thanks.
Setting dropdown contents on programmatic row creation
How do I set the options for a child dropdown list in a subform row when I create the row based on a template from a parent row. I've tried a few methods, but it seems like the UI for the row just doesn't exist until the function exits. e.g. for each
How to capture AMC kind of orders in ZOHO
hi, i provide AMC (annual maintenance contract) services for my equipment buyers. This requires me to capture the price of the AMC, the number of visits required, whether the visit happened or not, etc. Which zoho tool can i use for this? Regards, S
Adding Email Recipients from Contacts in Linked Custom module
Hi, We have a use case that requires sending email notifications on defined intervals from Deals module. The Deals module has a lookup field linked to a Custom Module (Group). Each record in Group module has some fields linked to Contacts module to represent
Calculate Value - Distribution
Hi, I am not sure how to exactly explain this but I am needing to take an input value and allocate it based on a number of lookup values. Input Value: $100 Select Team Based on Team Name lookup, there could be 1 to 10 subvalues to look up.
Display an image on a page
Hello All, How can I do something so simple? Help please. I do not get why I cannot even find documentation about this. I upload image from a form in an image field. How do I display it on a page? Thanking you in advance, Apologizes for being a newbie
Error code 3605 on Recruit Candidates/changeStatus
This call to Recruit Candidates/changeStatus... curl -v -H "Accept: application/json" \ -H "Content-Type: application/json" \ -X POST \ -d '{"authtoken":"AUTHTOKEN","scope":"recruitapi","version":2,"candidateIds":"442809000000660546","candidateStatus":"Interview-Scheduled"}'\ https://recruit.zoho.com/recruit/private/json/Candidates/changeStatus ... returns Unable to process your request.Please try again or contact <a href='mailto:support@zohorecruit.com'>support@zohorecruit.com
Has Zoho Vault's New Web User Interface Been Officially Released Now?
Hello, I wanted to ask if the new web user interface is now officially out of beta, publically released, and the default or only interface for users now? In the top-left of the new web user interface, "Beta Interface" was written there. However, several
Rewind with us – Zoho Analytics in 2020
As we close out 2020, a year that has been challenging in many ways, we felt it would be a good time for some retrospection. Join us as we take you through some of our top moments from 2020: https://zurl.co/Q0ht
Image Upload setting in mobile apps and web different
I tried setting of image upload field with camera only. But, why if tried it
Multi-currency option for bank accounts
Hi, I have a number of transactions in multiple currencies in my business which go through my pre-paid debit card. I'd like to add this card as a separate bank account in Zoho and wanted to check if it's possible to add a card that where transactions
Multiple products to one vendor
My business is expanding and I need to handle products and vendors. Since I am a happy customer of Zoho Books, I looked no further than Zoho. Zoho CRM Professional is offered with these features, so I happily started my free trial to set things up.
Lead Scoring - Reducing score over time
I have lead scoring set up. I have selected that the score reduces by 25% each week if there is no activity from that record. The issue is, the score isn't reducing. So my visitor scores in CRM are a mass of records and I can't tell which ones are recent and which ones are old (and just cluttering up the module) Any ideas?
Renaming Ticket Status / Blueprint States
Hello, I just ran in to a frustrating issue and wanted to share it. While creating a Blueprint, I went ahead and added a number of states, which I noticed actually get created in the Ticket Status page under the Customization section. After realizing that the name of some weren't ideal, I decided to rename so they made more sense. I then discovered that it isn't quite that simple... There is only an Add State option within the Blueprint editor, but no way to rename one once created. If you navigate
How to set up Validation Rules depending on multiple fields?
Hi there, Apologies if this question was asked before. Tried to search, but didn't find exactly what I'm looking for, and Deluge Code makes it even more confusion. I run a Mandarin teaching School, and we have the following issue: In Quotes, we have a
Here's how you can become our MVP!
The recently launched Gamescope functionality has helped our users interact with their customers better and reward them for their involvement. In that vein, we, at Zoho Desk care for our community just as much. So, we want to take a moment to tell you that your involvement is not going unnoticed. For every comment you add and every vote you cast, there are badges and points that will be added. That’s not all, the more badges you earn the higher chances you have to become our MVP! It comes with
SOLVED - Quote Number (Newbie question)
Hi Brainstrust, I am new to Zoho CRM and have edited the fields and one in particular is the Quote CRM Number. This is a Auto Number field, I have edited it's properties and said that the starting number should be 2101. But when I create a new quote,
Deluge {"trigger":{"workflow"}}
Hello, Let me try to explain this the best I can. I have a made a custom button in the quote module. The button updates the quote field "status" to "preorder configuration". This field update in the quote module triggers another workflow and a script
Chats forwarded by Zobots will now end automatically when left unattended!
Greetings from Zoho SalesIQ! The Zobot, when deployed on a website, is capable of forwarding chats to human operators, if requested by the visitor. Previously, when chats were forwarded by the bot and there were no operators to pick them up, chats were
Change 'Ticket Status' options even when associated with blueprints
I gave up trying to deal with this and just deleted my blueprint in order to use the new "on hold" feature on one of my statuses, because it is a big pain changing anything on 'Ticket Status' when they are associated with blueprints, and disassociate
Zoho Forms for Activity Recording
Not super thrilled with the UI and complexity of recording activities (tasks, calls, meetings) -has anyone here tried using Zoho Forms to replace the activity interfacing? I know it's possible to create related list items with forms so I'm curious if
Time entries for custom statuses on tickets
Hi, We're managing custom status values for our tickets, this way the Open status can have values like Open or In Progress, as well as On Hold status can have values like On Hold or Solved, because Closed cases are not the same as Solved cases in our
CRM Conditional Layout based on contacts age/birthday
I am using a formula field that calculates my customers current age based on the info from the DOB (date) field. This works pretty well other than the fact it does not auto-update and will only change if the page is edited. The problem I'm running into is that I'd like to create a conditional layout to only show a specific "section" of the "contacts" module IF the customer is over a specific age. In the conditional layout page there is no option to use my "Age" field since it is a conditional field.
Deal/Detail View/Business Card Options - Not all fields available?
In Settings/ Customization / Modules and Fields / Deals / Layout / Detail View / Business Card, not all of the fields from the layout are available to place in the 5 available places. As example, Expected Revenue is available, but Amount is not. I need
Want to upgrade but can't access my admin account
I signed up for a free account. My account is about to go over 5gigs and I want to upgrade to a paid account. The admin account is the only account that can upgrade. The problem is that I forgot my admin account info and I have been unable to recover
Zoho Books Default to U.S.A.
I run credit cards using manual entry to Zoho Books. Every one of my clients are from U.S.A. Is there a way to create this as the default country so I don't have to enter it every time? Thanks!
Already initiated payment(s) for this invoice?
A client tried to pay an invoice online with Stripe integration and said when she clicked the button "nothing happened". Since then, when we click the "Pay Now" button we see: "Looks like you've already initiated payment(s) for this invoice. Initiating
How do I change PayPal setup to be a cash account?
I use PayPal to receive payments through it in my business, so it is not a credit card for me but more of a cash account. But Zoho is assuming it is and only lets me match transactions as if it were from a credit card. Any tips to solve this? Thank
Import multiple Contacts into a deal
Hi everyone, We're just getting started setting up Zoho CRM and have run into an issue. I understand that only one contact can be associated with a Deal and we've been adapting to this by adding the other contacts through the Contact Roles related list.
Depricated auth token scope
Please help. I'm trying to generate an apiauthtoken in the following way: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoBooks/booksapi&EMAIL_ID=********&PASSWORD=******** but keep getting the following error: #
#Sun Jan 10 03:26:11 PST
Missing documentation for "related lists"
This question is related to both Zoho Books and Zoho Inventory. Under settings you can add something called "related lists" to a resource, like items. When I do this I get some sample code of how this is supposed to be implemented: /* This is a sample
Q: Need to Calculate a Value for Each Subform Entry
Hi, I have a form with a subform that represents x number of entries. I am needing suggestions on how to best calculate this formula for each row in the subform. for each row in SubFrom subForm Owner1% x main.WorkingInterest
It's been over 24 hours and I am unable to access my zoho business email
It's been more than 24 hours since I have been able to access my zoho email. I have tried multiple browsers on different platforms (desktop and mobile) yet I keep receiving this error in the screenshot below. " What could be wrong and how do I resolve
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