Zoho Desk Community Digest - October 2020
Marketplace Updates Building Extensions #4: Uploading new extensions and updating existing extensions in Sigma Other Enhancements Going forward, you can discard article drafts created in the Knowledge Base module. You can now check for duplicate entries
Workflow doesn't recognize field update from another workflow?
We have a client that is feeding leads from Formstack through Zapier into Zoho CRM Plus. We are attempting to automatically convert the leads upon receipt into account, contact and potential. The workflow for converting only works when there is a field
Zoho Desk to Aha Integration
Has anyone got an integration between Zoho Desk and Aha. If so how have you managed to achieve this? I would like to be able to push tickets from Zoho that are either ideas of feature requests of to Aha where they are managed by the product team. Thanks
ACH Processing and Zoho Creator
Anybody using an interface to process ACH payments through Zoho? I believe we could push to Zoho Invoice from Creator and do it that way....I was hoping for a direct option to push invoice data stored in Creator to an ACH processor. Any ideas or solutions?
Hide footer from campaign theme.
Hi, We are developing email campaigns for our clients and would like to hide the footer part of the campaign. This is the last paragraph that displays in the attachment below 'This email was sent by.....'. Could you please help? Thanks, Sujani, Inno
How To Display Zoho Forms in CRM
I'm trying to create a web tab in the CRM that displays an internal form and then routes it correctly using the form's integration. The form is integrated with Zoho Desk. It works great and we've been using it independently for a few months now so I really
Connect Airtable to ZOHO Analytics
Hello everyone, Excited to share a new tool we built to connect Airtable to Zoho Analytics - Sync Inc (https://syncinc.so). With a couple clicks, we'll setup a hosted Postgres follower database containing all your Airtable data. We keep your database
Zoho Expense and Zoho CRM integration
I would like to know if it is possible to link Zoho Expenses Report Fields with Zoho CRM modules to exchange information and get expenses integrated with Zoho CRM to calculate the Sales Cost. If not there is an API to develop such connection?? Best regards Rodrigo Pinto
IMAP & POP Access Stopped Working
My IMAP & POP access just stopped working 2 days ago. Been trying many ways but it's still not working. I'm using Zoho via my Apple Mail & iPhone. The error message is "Connections to the server “imappro.zoho.com” on the default ports timed out." Is there
Vcard Link Merge Tag: Is there a way to change the content of the VCF file ?
Is there a way to change the contents of the VCF file that is downloaded when someone clicks on the Vcard Link (that is added als a merge tag) in a mailing campaign? Right now it's composed of data from my user profile (even my personal mobile phone)
Customizing taxes with 3 decimals impossible!
Hi, in Quebec, Canada, there are 2 sales taxes. The first is 5% but the second is 9,975%. ZOHO doesn't allow 3 decimals in tax customization. I am not able to use the Products, Quotes, Invoices modules because this would mean many thousands of dollars
Restore the Deduplicate merged Contacts
I have used the Deduplicate option to find out the duplicate records and a record got automatically merged and some records had to be manually merged and resolved. Now, I want to restore those records back to the Zoho CRM Contacts module as some records
Multi Select Parent Dependency is not available
Hello, Our company is trying to add multiselect Parent/Child dependency but this is not available at the moment but the business logic requires it. Could you please suggest a workaround as how to implement it? I am attaching screenshots, so you can understand
auto number generation not working
Using the ZohoBooks API for submitting new sales orders the auto number generation is not working. The documentation says this: salesorder_number Optional Mandatory if auto number generation is disabled. However, when we leave it out, the API always returns
Default Reminder to be "Pop Up" not "Email"
Is there anyway within Zoho CRM to make the default reminder "Pop Up" and not "Email"? There doesn't seem to be any customization option on Reminders and there is no way to use a Validation Rule. Thanks.
Why Can I Not use Zoho Inventory as a Master Database for Shopify?
I am considering moving to Shopify for eCommerce. Unfortunately, product information stored in Zoho Inventory cannot be sent to Shopify. Are Zoho planning to allow product data stored in Inventory to be sent to Shopify? I so, when? This strange limitation
zoho community in Germany und Zoho support in Germany
Hi, I´m running a small company in Berlin, Germany, speazialised on training and learning solutions. We would like to find some ZOHO users in Germany to share experiences and we are looking for a trainer ZOH CRM trainer. Thanks for your help. Albrecht Kresse edutrainment company
How can I get all the Holidays without employee ID
How can I get all the holidays via Zoho People API without providing employee ID?. I tried this without userId parameter and it gives me an error. https://people.zoho.com/people/api/leave/getHolidays?authtoken=<token>&userId=<userId> My company has 2 locations and I want to get the list of all the holidays in both locations regardless of the employee. How can I achieve this?
How to tag a user within a message via API
How can we tag a user within an automated message when posting to a channel from within the CRM via custom function Scenario We have accounts who get put on credit hold when they don't pay. When we do this it triggers a custom function to post a message
Request: Lift 32000 Character Limit
I would like to build more advanced html templates but I am limited by the 32000 character limit. It would be a great feature to have the ability to build html without having to compress or character count. Thanks
Help with dashboard creation in Desk
Hi There, We currently use Spiceworks and I am now testing Zoho Desk as it has more features especially SLAs and reports. Attached is a dashborad we use quite a lot as our agents need to make sure they complete 8 hours or work Mon-Thurs and 6.5 on a Friday.
How to add or update a Product Category
Under Organization you have Products. When you create products you have an option to add a Product Category. Currently my options are: Hardware, Software, CRM Applications. I have searched on how to change this and found this page, https://help.zoho.com/portal/en/community/topic/how-to-add-a-product-category-%3F
Tip of the Week: Numeric, Currency, and Date Range Filters
Zoho Analytics' chart filters allow you to filter numeric, currency, and date values on a range basis. When you add a numeric and currency column as a filter, the Range section of the Filters tab will allow you to filter data based on numeric ranges into
Zoho Assist Mac Depolyment
I found these instructions... https://www.zoho.com/assist/kb/unable-to-control-mac-devices-above-10.14.html However, they are very dated (10.14) and not working on Catalina / Big Sur. I'm using Jamf to deploy the script and PPP. Are there updated instuctions?
Downloaded files: A central repository for all the downloaded presentations in your Show Android app
Hi All! Locating files you've downloaded to your smartphone can be challenging and time-consuming. To help you effortlessly download and manage presentations from your hand-held device, we have introduced the "View Downloaded files" section in our
Customize Zoho CRM for Email plugin layout
I'd like to be able to change the Lead Details layout of the Zoho CRM for email plugin. I have it connected with my Outlook. I'd like to be able to see and change the lead status more quickly. Right now I have to click edit and then more fields and
Disable Two Factor Authentication
Hi We are zoho people user. can anyone tell us how to disable two factor authentication for a specific user.
listsubscribe giving back 'invalid scope' !! Tried all the mentioned scopes
https://campaigns.zoho.com/api/v1.1/[xml/json]/listsubscribe Trying to use this api to add subscriber from custom form from a php based web website to an existing list. No success !! every time it is saying 'invalid scope' Please help.
Problem add component in zoho crm dashboard
when we add a component in zoho crm --> dashboard we add the component name and select Source Report and click next button it display alert " Dashboard Item Name already exists" we add a new dashboard with different name and add component but it again
Die mobile App von Zoho Desk mit den wichtigsten Funktionen
Kennen Sie schon die mobile App des Ticketsystems #ZohoDesk? Diese App ist sowohl für Android als auch für iOS Geräte verfügbar und dient dazu, dass Sie den Ticketsupport für Ihre Kunden auch mobil leisten können. Im folgenden Video stellen wir Ihnen
Installed Product
I would like to suggest an enhancement - if there was the ability to create custom Modules, I would do this myself. The idea is that every time a product is sold to a customer, I need to know the serial number and the warranty expiry, for support purposes.
Zoho Campaigns changes not saving for social posts
Hi, I'm creating a post campaign using Zoho. Every time I type my copy in the box and "save and exit" it does save my hashtags or emojis, although it has on past posts. Not sure what's going on, so if anyone has helpful tip please share!
Sending email template in campaign
I am new in zoho crm and trying to run a campaign. I created one campaign and added some emails in campaign but how to start that campaign sending emails with template i created ? i set start and end date but still I am not getting emails.
Zoho People の 工数管理、業務＞作業項目の集計の仕方
Zoho Peopleを工数管理を主目的で検討しています。 入力（記録）に関しては、問題を感じないのですが、 工数のレポートで、プロジェクト別、メンバー別、業務別までしかみれなく、 せっかく入力した作業項目別の集計の仕方がわかりません。 細かく入力できるので、集計もできると思うのですが、 作業項目の集計方法についてご教示いただけないでしょうか？
Performance Appraisal & Skill Matrix
Reporting Manager by default is able to tag skills set/KPA etc however all the Managers are not able to do so although the permission is enabled for reporting to. We want to start the Appraisal however only the admin can tag. Exactly where do Reporting Managers create or tag the Skills,KRA,Goals as the managers don't have the settings option except the admin, We have tried to go under Teammates-->Appraisee view but we cant see any employees that they are managing. For Skill Matrix - unable to upgrade
Re-subscribe
In our internal testing we wanted to double check the unsubscribe feature. Is there a way to re-subscribe myself for future campaigns / testing purposes?
Zoho People Timesheet sync to Zoho Projects
Good Afternoon, I have been having issues with being able to sync timesheets created from Zoho People back to Zoho Projects. The Integration Report feature does not allow for timesheets to be pushed back to Zoho Projects unless the users have been added
Form in Knowledge Base that passes through the logged in user?
I'd like put a custom form in our knowledge based that logged in customers can fill out which passes through information about the logged in user. In other words, if they're already logged in to our help center I don't want them to have to tell us who
Expired domain renewal - directions weren't clear
Need help renewing my domain which expired on 9/30/16. Due to my oversight, I didn't catch this until now. My domain is www.longhornfin.com I looked on the Support pages, but the directions there didn't match what I saw on my screen. There was no "Renew" link or anything. And auto renew was not turned on. Could someone please give me some guidance as to how to do this? Definitely need my site back up ASAP. And I can't even update the credit card for this section. Please help! Thank you!
Can I prefill answers in a zoho form from the CRM?
We send a welcome email to all customers with a form link asking them to update all of the information. Is it possible to prefill the information we have so they only have to complete the empty fields? And also be able to verify existing information and update if needed? Currently we send them to the form and tell them to type their account name exactly how we have it in zoho, but that might change if the sales agent keys the name one way sends out the welcome email then the support tech finds a
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