Can't create a ticket via API
Hello, I am using a post service (Servistate on Chrome extensions) to quick test creating a ticket via Zoho Desk API before writing code. I am sending a POST request to https://desk.zoho.com/api/v1/tickets with correct authorization and orgID (They work because I tried other get/post requests successfully like retrieving customer ID, and search for customer via email) I also provided the three required parameters: subject, departmentId & contactId as mentioned in the documentation here https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Createaticket
ZOHO CRM API Update Not Working As Intended
I have creates and delete working as they should but when I attempt to update a record using the API nothing happens. It gives me a success message but does not actually update the record. I am sure I am missing something simple. Any assistance you can provide would be greatly appreciated. Here is the code I am using to do the update. <?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.com/crm/v2/Contacts/XXXXXXXXXXXXXXX", CURLOPT_RETURNTRANSFER => true,
App Spotlight: Klenty Email Automation for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Klenty Email Automation for Zoho CRM Klenty is a powerful sales engagement platform that helps sales teams send personalized emails and schedule automated follow-ups, calls, and tasks with prospects. Integrate Klenty with Zoho CRM to automatically sync contacts, set automated workflows using triggers, and more—all in a way that scales effortlessly with your business. Get the extension
Sent Emails Stuck in "In Queue"
Can you tell me why most of my outgoing emails are stuck in the "In Queue" status since Oct. 6, 2020? It is just not sending it out. If I try to forward the same email to the same email addresses it will just get stuck in the queue as well. The issue is not with the recipients' email address because sending the same message to the same email address through Gmail works fine. Regards, Mc Gee Acebedo
how to stop a workflow about unanswered emails
Hello, i created a workflow, that reminds me via email about outgoing unanswered emails. Question: How can I stop these reminders.../ workflow ;) it should only be executed once, so that I get only one notification and not every following day... Tha
Continuity Between Leads, Contacts & Accounts Modules
Hi, I seem to be missing something here while customising the CRM. I am trying to sort out the Lead > Contact > Account process, (aka simply converting a lead into Contact & Account). In the Leads module, I've customised the standard layout exactly as needed including custom values in the pick lists for 'Industry' and 'Lead Source'. Is there any way to copy the layout from Leads to Contacts? If I have to recreate the layout in Contacts, manually; then the entries in the picklists for the same named
The new interface. First impressions:
Playing with toys from the HTML5 box, just because you can... It doesn't mean you should. The colour schemes are depressing, and the flat paper look is hideous if you're not using windows 8 or 10, because it does not fit in with the computer display scheme, at all. Grey on grey, or lighter charcoal on dark charcoal, which is what all of the options seem to come down to... Do you have an aversion to white? There seems to be no way to change the pane layout for the window. You can have your messages
Where is the calendar app in mail?
This may sound ridiculous, but I can't find the calendar app. Screenshot attached. Surely it should be accessible from the panel on the left, of some icon somewhere? I've looked in both the client and the web version.
Zoho Mail Landing Folder
When I open Zoho mail, I land to the last used folder. This creates privacy problems. PEASE restore the INBOX as landing folder, or - at least - allow the user to chose a landing folder. Valid for both web and android app Zoho Mail. Thank you.
Getting "553 Relaying disallowed as xxx@site.com"
Hello, I sat postfix on my server to work with zoho smtp, all records are pointing correctly. So I set postfix to use eg info@mydomain.com this email is part of the group support@mydomain.com My contact form is trying to send from support@mydomain.com but I'm getting the error: Final-Recipient: rfc822; xxxxxxxxx@xxx.com Original-Recipient: rfc822;xxxxxxxxx@xxx.com Action: failed Status: 5.0.0 Remote-MTA: dns; smtp.zoho.com Diagnostic-Code: smtp; 553 Relaying disallowed as support@mydomain.com Also
Openning an application from Zoho One
Hello With all my PC and a different site I can't openning some application like CRM from Zoho One. I can open Zoho Books but not CRM or ShowTime for example. Could you help us? Regards Etienne TOurnier
White background on object I want to animate
Hello, I'm new to Zoho Show. I picked this as an alternative to MS Powerpoint and I'm in it to make animated videos. I can't figure out how to get rid of this white background on the object I'm trying to animate https://drive.google.com/file/d/1Wz6XFyeWV7-9NwalRw_VjrSODB_fonTW/view?ths=true. Is there any way to get rid of it? (Just so you know, the object is a PNG file.)
Minimum hours not submitted notification
We collect hours from each of our employees once a month or twice a month depending on the employee. There is a minimum amount of hours required for each employee (typically 40, 50, 55 hours a week)). Is there a way to send an alert from Zoho People with a person has not submitted the required amount of hours from the past pay period? For example: A - Suzy's time must be entered on the 15th every month. On the 16th of October, 2020. She is required to report 40 hours of work each week. There are
Zoho Inventory without a physical inventory; Dropshipping
Hello, we sell physical products but we don't have a physical inventory. For each order from a customer we create an internal order for our supplier. The products are send directly to our customers. How can I reproduce this in Zoho Inventory? Zoho Inventory wants me to provide an inventory setup for each product. In fact the inventory is infinite from our perspective. Sunny regards, Artjom
Ask the Experts - Zoho Inventory #22: 6 hours of live discussion on the integration between Zoho Inventory and GoCardless
Hello everyone! We are back with another episode of 'Ask The Experts - Zoho Inventory,' and this week, we will be talking about the Zoho Inventory and GoCardless payment integration and how it can help you with your everyday customer payments. Managing payments have always been a tiresome job. Receiving timely payments, matching them with the right invoice, making the process convenient for customers, categorizing payment transactions, reconciling statements etc. are just some of the major challenges
How Can I list 1 items all inventory transactions order by transaction date?
How Can I list 1 items all inventory transactions order by transaction date? I can't find any report or functions in zoho inventory?
How can I check the transaction history about item had been bundled?
Hi , If A had been created bundle from B and C. I can check bundled history from A. But for B and C. I can't find any info to show the bundle transaction. Could you give me a advice ?
Hack: Fixing broken email with Zoho CRM-ShowTime integration
I'm running a bunch of online learning sessions in Zoho ShowTime, for which I need to send follow-up emails when someone attends/finishes a quiz/signs up but doesn't attend. As those of you who do this (I'm sure I'm not the only one...) know, if you try and open up the ShowTime attendee record in ZCRM, sending an email errors out. While I "kindly wait for [Zoho's] development team to look into this", as the support folks always say, I've come up with a good workaround that gets the job done pretty
Editing Gallery appearance on Site
Hi, Is there a way to size of the Gallery when it appears in the Site Builder? I.e. I am using the Gallery style> Filmstrip and want to decrease the width of the filmstrip. Thanks in advance! Mel
Read Only & Hidden Fields Problem with Custom Functions and Formula Fields
Hi, so I am having a huge issue which technically shouldn't exist: We use several custom functions and formula fields to make calculations for our prices. Thus, certain fields should not be visible or editable since they are filled automatically on creation. BUT, if a field is set as "hidden" formula fields can't "see"/access their data either, which is kinda ridiculous. AND, "read only" fields can't be populated by functions. Please correct me if I am wrong. If not, please adjust in near future!
Using "greater than" comparator in API V3
Hello, I'm trying to get all invoices created after a given date. Currently, if I provide the date value in the query of api/v3/invoices (https://www.zoho.com/books/api/v3/#Invoices_List_invoices), I get all invoices created on that date, because the default value of the comparator is "equal", as stated in the api response : How can I set the comparator value to something like "greater than" ?
blueprint - multiple checklist in a transition
this idea would be able to have multiple check list during a transition. some stages we have long checklist: example - we are reviewing legal documents, we need to check multiple sections of a document, now our checklist is 30+ items spanning multiple sections. these checklist do not make sense as multiple stages because its all one document review, and/or they are not linear in nature. Current Check List Example schedule a - check this item schedule a - check this item schedule a - check this
Help - CRM - with filtering and limiting user access to leads/contacts etc
New user here so apologies if I've missed a resource or previous post. I've searched these forums to the best of my abilities (with my current CRM knowledge), and have attempted several solutions with no success. We are a business group with one main office and five locations. I have a Zoho One account with six user accounts. First I have a "Master Admin" user for our main office. I then have five other user accounts for each of our locations (Location One, Location Two, etc). I have the CRM module
CRM User Table
Respectfully requesting you add the ability to sync the entire CRM Users Table including Custom fields as part of the CRM - in other words, under Data Sources, Edit Setup, please show the User Module and let me select the fields to sync. Thank-you
Conditional IF between two modules syntax
Hello, I am trying to write a conditional statement with deluge to speak to two different fields in two different modules within the CRM. Is this possible and what would be the exact syntax to use. Below is an example of what I am trying to accomplish: variable1 = zoho.crm.getRecordById("Module1, module1id); mp = Map(); if("module1_field_API" == "Yes") { mp.put("module2_field_API","Yes"); } update = zoho.crm.updateRecord("Module2, module2id, mp); info update; info mp; Is this totally wrong? Any suggestions
Tasks - Workplace
We have started using workplace extensively among a small team. While Tasks is good, I don't see a place or tab for ALL tasks - It would be great to see everything at one place. Currently I have to keep clicking all these tabs.
Let the visitors on your website know that your operators are away from work.
Do you maintain standard working hours for your employees? And, would you like to inform that to your visitors to avoid having a bad support experience. Business hours comes to your rescue. Business hours help you keep the visitor chat widget online during
Active Directory Integration
Right now i am running the demo of Zoho Desk. I am looking for a replacement for my Kayako old ticket system. Right now i have my ticket system setup with Active Directory integration for my users i support. This is very helpful as i have about 300 users to support in our company. How can i set this up here?
How to draw a flowchart?
How to draw a flowchart/decision chart?
Default Ticket View
I want to be able to default my agents or at least myself to the Table view for tickets. I cant seem to find a way to do this. This seems to be the most compact way to view tickets and most efficent for what we need.
Contact activity not updated with calendar event through Zoho Flow
I'm creating an automation with Zoho Flow to create a new contact & event when a new event is created in Calendly. I first create the contact then create an event with the contact's email address as a Participant. When I view the contact in Bigin, I don't see the event in the Activity pane for my contact. When I create the event through bigin manually it shows up in the activity pane. I believe this is a bug as it's working through manual actions.
What parts of Zoho do I need for our club?
I selected Zoho for my small non incorporated running club as it would be free or at the very least inexpensive. Web site https://www.algarvehashhouseharriers.com/. Our Zoho email account is the same. I really don't need anything fancy. I am not trying to grow a business, just run a simple club of some 100 members. We don't charge fees to our members, just costs to cover food and drinks so we don't have deep pockets to spend on lots of different, all singing all dancing modules. We only need email
Malformed Inventory adjustment approval link in email
Hello, We notice a bug in the email requesting an Inventory adjustment approval. The email redirects to https://books.zoho.eu/app#/adjustments/123456789 which rturn an error Page not found. The approval page is in fact: https://books.zoho.eu/app#/inventory/adjustments/123456789 I thought I could update the email template, but I can't see any way to do it. Regards
Importing Contacts through CSV with Multiple Categories
There seems to be an issue when importing contacts via CSV with multiple Categories. If I look at the format of an exported CSV, Zoho uses double quotes to list if the contact has been added to multiple categories. For example, the field will be "Category1,Category2". However, when I try and import this CSV file back into Zoho, it does not add the contact to these categories... it only adds it to one category. Is this a bug?
SMTP error
Hello, I would like to fix a problem which is i am not able to send emails form my wordpress hosted on aws. on the other hand i have zoho mail configured on my DNS (godaddy) and working. i am using "WP Mail SMTP Settings" as a plugin when i try to test an email i got the following: [ErrorInfo] => SMTP Error: data not accepted.SMTP server error: DATA END command failed Detail: Transaction failed: Invalid domain name: 'xx.xxx.38.73'. SMTP code: 554 [From] => wordpress@xx.xxx.38.73 Kindly can someone
Add more than a single email account to the email client
Hi, I'm a consultant for several customers, hence require to have several emails synced to my email client. This is possible in Microsoft Outlook, but how do I get this to work with the Zoho lightclient. I have a full subscription to Workplace.
Can I pass data to widget which open from botton click?
Hi I create a button in contacts view . The button will popup a widget. I want pass the contacts ID which I select to widget. Please show me how can I do? Kenny
searchRecords api method
Trying to understand why the following is happening. I have created 3 account in the CRM with the following account names Wonder Company Test Sample Company When I make the following call, I get all companies returned as the result https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken={My Auth Key}&scope=crmapi&criteria=(Account Name:a) I would of expected none to be returned, it in theory it is getting accounts that "Start With a"
Automation #8 - Auto Update Contact Fields
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing
Free Webinar on how to automate Exit Management
Did you know that your entire Exit Management process can be automated with Zoho People? Register for our free webinar this Thursday as we show you how to do this. Date: 21 September Registration link - https://www.zoho.com/people/free-webinar.html
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