zoho desk extension to insert value in custom fields
I have created the following function Zoho desk in extension ZOHODESK.set("ticket.customFields", "customFields":{"second phone":"123456799"}.then(function(response){ //response returns the name of the account associated with the ticket }).catch(function(err) {}) I get and empty error. The same function it is working for the normal fields - I need to know what I need to change in order to set value for customFields from Extension.
Invalid Ticket ID in custom functions
I'm getting an invalid ticket id in my custom function, but I'm not using the API, so I don't have anywhere to insert an authorisation token. interview = zoho.recruit.searchRecords("Interviews","CANDIDATEID|=|" + candidateId);
Function to SPAM when Phone field contains letters
Hello, I have some issues with spam in my webforms. Could you please provide a function that moves to trash the contacts automatically when the phone contains letters? Thank you
Zoho Projects API - Create Task 6500 - BUG
Hello, Would you please check my logs for create task requests? They are returning 6500 although the request is formed exactly as the docs require. Please patch ASAP.
What's New in Zoho Subscriptions - October 2020
Hello everyone, From sending out automated SMS notifications to staying up-to-date with your subscription metrics on the move, this month's update brings features that can keep both you and your customers notified about activities in Zoho Subscriptions. Let's dive in. Introducing the Twilio SMS Integration You can now integrate Zoho Subscriptions with Twilio to send your customers automated SMS notifications about new invoices, payments, and payment reminders. Learn more. Invoice Attachment Preferences
Is there a possibility to display more than 10 kanban buckets?
Hello, I want to use Zoho projects for my annual planning. But only 10 buckets are displayed on my kanban board. Is there a way to increase the number of buckets displayed on the board? Kind regards Stefan
Photoshop (.psd) files violate the policy of Zoho's mail servers
My customer recently tried emailing some .psd files ranging from 12-17 megabytes to me, but the emails never came through. My customer, saying "the email violated a content policy at the zoho mail servers," resorted to emailing to my gmail account to get the files through to me. Is it possible to allow large .psd, .eps, .zip and other archive files (all commonly used in my industry) to come through, or should I go back to using gmail?
Email merge field to insert Products from a Deal
Group: I am once again knocking on your door in search of the wisdom of the Zoho community. I am putting together an email template to send to a contact that includes the details of a Deal. I'd like to include the Product that's been added to the deal, but Product doesn't seem to be an option in the list of Merge Fields. Any idea how to get a product indicated in the native Related List within the Deals module to populate in an email.? I understand that we can add a Lookup field to the Deal that
Showing only the newest stage history in a report
I'm trying to incorporate stage history in reports and it's surprisingly difficult. 1. Adding the Stage History table appears to do a join on that table and Potentials, which makes sense. How do I get Zoho to show only the rows where the Stage modified time is newest for each Potential? I don't want ALL the history, just the most recent. In the report I want to show the current stage and when it was last assigned that stage. 2. Why does the "Stage (Stage History)" criteria option force me to type
Zoho Sheet + CRM + Workdrive
Hello, I am looking to use a button/link to open a Zoho Sheet Template in the CRM and store it in the current record's Workdrive Folder. I have end users that love to work out of spreadsheets and would love to save them a bit of setup time. Any help would greatly be appreciated even if only part of this process is possible.
Zoho Flow - email attachment to payment (or API)
Is there a way to reference an attachment to a payment? Ideally, I would like to include it as an attachment to an email sent via Zoho Flow. Or download it via an API. Right now I have to generate a link in Zoho WorkDrive and then add that to a custom
Clearbit Extension for Zoho CRM is great - can we auto populate fields in CRM ?
The Clearbit Extension seems quite useful as it appears inside of the Contacts, Accounts and Lead Modules, just under the Business Card spot. I'm just wondering if anyone has managed to get that info to auto populate CRM fields such as Image / Logo ( 'Accounts Image', 'Lead Image', etc) Description Social links URLS ..Or even maybe found another similar solution for enriching data within Zoho CRM? Thanks
Change "Accept estimate" button in customer portal
Hello, in the customer portal the customer can accept estimates. Is it possible to change the text of the button? In Germany by law the button has to say something like "Accept and place order". If it just says "Accept", the contract has no legal capacity. Sunny regards, Artjom
Leads Module
"select all leads in this view" option is not available anymore in my Zoho CRM but its still showing in the Accounts and Contacts modules.
how to create report with PRODUCT in tickets
Hello, We use the "PRODUCT" field in ticket forms , and I would like to create a report to summarize how many ticket we had for each product. But the issue i'm facing is that i don't find "Products" in the available fields for ticket : Did i missed something ? /BR Stéphane
Zoho Desk - Custom Extension - whiteListedDomains
I am trying to use the ZOHODESK.Request function with a connection to Zoho CRM via Sigma. When I attempt the method call, I receive the message: "No entry found in plugin-manifest whiteListedDomains for requested URL" This is despite populating the plugin-manifest-json: "whiteListedDomains": [ "https://*.zohoapis.eu", "https://127.0.0.1:5000", "https://mydomain.com" ], I have added multiple domains (mydomain.com = custom Desk domain) as I have tried multiple combinations and I am unable to
Tiny Tip Tuesday #30
Response Bias in Surveys - III In the previous few tips, we discussed common kinds of response bias in surveys. The third type of response bias is desirability bias. Desirability bias is the tendency of respondents to respond to a sensitive question in a way that's desirable or favorable to a majority. These biased responses can lead to an over-reporting of "good" behavior and under-reporting of "undesirable" behavior. Response bias tip #3: Dealing with desirability bias Make your surveys anonymous,
Business Hours and Automation
We have Chat prompts launch on our website based on the URL (automation). For normal chat, we also have business hours defined (i.e. 0900 - 1700). Does automation initiate chat respect the business hours? Unlike a user-initiated chat, we do not capture information - is there a way of prompting for this after the automated chat is launched? What is the easiest way to include a 'company name' field on the normal chat interface? Can this be done via the JS API (we are using the SalesIQ Wordpress plugin)
Print record template as pdf and attach to Zoho CRM
Hi, Is it possible to print record template as pdf and attach it to a Zoho CRM record via API? What would the code look like? Thank you!
Why does the Paypal sync record the Paypal fees from a customer payment with the customer as the payee of those fees. Wouldn't Paypal be the Payee of those fees? What am I missing?
Why does the Paypal sync record the Paypal fees from a customer payment with the customer as the payee of those fees. Wouldn't Paypal be the Payee of those fees? What am I missing?
Customer Type / CRM Integration
What is the importance of the Customer Type field in Zoho Books? What are the ramifications of treating an Individual like a Business or vice-versa? Am I reading the tooltip shown in the screenshot correctly? Do customers of the type Individual not get synced with Zoho CRM?
Zoho CRM: assign task to user in user field
Hi, I would like to assign a task to a user in my Deal module which is not the Deal owner, but rather a user assigned to a custom "User field". What would be the function to: 1- Fetch the user ID 2- Create task and assign to user 3- Relate task to Deal The API name of my user field is: "User1" Thank you!
Different Organization profiles for Zoho books and expense. How can we merge them?
We had setup Zoho expenses earlier and its is associated with an Organization profile. Some months later our finance department signed up for Zoho books. Now Zoho books and expenses do not integrate as they have different organization profile id for the same Organization. We have few months of data in the Zoho Expenses and a months of data in Zoho Books. How can we merge the expense Organization Profiles with books so that the expense data is not lost.
Accidentally deleted sync account
Hello, We accidentally deleted the user account that was used to generate the Zoho Services Communication key for syncing between desk and CRM. When we try to delete the sync integration to build a new one with a new ZSC key, it tells us we need to enter a valid ZSC key, but the person who generated that key is no longer with the company and his account has been deleted from Zoho. Any idea how to fix?
Facebook Business Page Integration
Sorry if this has been covered - I have searched and cannot find information. I have connected Facebook to my Zoho Support setup. This appears to have connected to my personal Facebook page. I would like to connect to my Business Page and monitor/collect posts there. How can this be achieved?
Zoho desk is slow on Mac but not on iPhone
Hello dear Zoho team, We started using Zoho Desk in August, and it has been very slow since. For example, it can take up to several seconds for openning an email in a ticket. However, I noticed that it is very fast on the iPhone app. My IP address is 77.231.127.106 Our domain (I guess) is filoventzohosupport.com François Lillet Filovent
Smaller font issue
Hello Zoho, As I said many times, our replies to client portal from admin area are always sent (and displayed) in a smaller font. Smaller than clients messages. It looks not nice and weird. Please check it here as an example: https://support.marketmixer.net/portal/ru/community/topic/%d0%bf%d1%80%d0%b8%d0%be%d1%80%d0%b8%d1%82%d0%b5%d1%82-%d0%bf%d0%be%d1%81%d1%82%d0%b0%d0%b2%d1%89%d0%b8%d0%ba%d0%b0 I would fix it by CSS if I could, but I cannot find thу way to fix it properly. Please could you let
Zoho Desk Virtual Meetups: ANZ, October 2020
Adding to the ongoing series of Zoho Desk Virtual meetups, we are now opening the registrations for our customers in Australia and New Zealand. The meetup is planned for: Date: October 14, 2020 | Wednesday Time: 9:30 AM - 11:00 AM AEST At these meetups,
Not working? Data Type: Attachment field - Image
When creating a custom attachment field for my estimate Data Type : Attachment it says we can Attach files of the following types: docx, pdf, png, jpeg. So to test this Data Type custom field I added the placeholder in my template ${estimate.cf_attachment} Then I uploaded a jpg image. But when I print out my estimate or convert it into a pdf I just see the name of the file I attached I expected to see the image or a url How is this supposed to work please? I would for instance like to add images
Sales IQ Script Smart Bot Development
We are currently in the process of designing a smart bot and we have already created the structure, we are just facing some difficulties with linking it with our CRM. We have already started with developing the smart bot. Its purpose is to: Create an easy way for our visitor to be able to obtain the following quote (Care Providers, First Aid Paramedics and First Aid Training) 24/7 (whether it be during business hours or outside of business hours) What is left to be done When the user selected 1
Adding a New Row
It would be great if when you add a new row, it put the new row at the top of the sheet and not at the bottom. Thank you. Gloria
I don't want zoho form redirect
Hello! I'm new in zoho forum. My problem is this: I have a form zoho integrated in my website in a page that is processing data from another form and take the variables in the zoho form. <form action='https://crm.zoho.com/crm/WebToLeadForm' name=CANCELEDINTHEPOST method='POST' onSubmit='javascript:document.charset="UTF-8"; return checkMandatery()' accept-charset='UTF-8' id="formid"> <!-- campos editaveis --> <input type="hidden" name="First Name" value="<?php echo $first_name?>" /> <input type="hidden"
How to convert Estimate into delivery challan ?
Dear How to convert Estimate into delivery challan ? Thanks & Regrads Shamnad Jafer 9446005528
How about alphabetizing the forum names?
Hello, I've been finding it increasingly time consuming to find a particular forum. It would be helpful if they were sorted alphabetically. Thanks, Bryan
[Webinar] Setting Up and Migrating Accounting System
Hello folks! Switching from one accounting software to another can be a challenging task, so it is important to have a plan in place. If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. To answer all questions, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on September 24th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti
Relate a Connect Task to a Desk Ticket (Integration between Connect and Desk)
Would like to be able to lookup and relate a task in Connect to a Desk Ticket. We want to reduce the locations where our developers have to visit to keep notes on a issue or task. (We only use Project/Bugs) for large projects..but for Break/Fix we use Connect to track open tasks. Also, we would like the Desk Ticket to be related to the Connect task so Customer Support agent can see what is going in the process of resolving the issue/task.
Trouble Uploading a File Using InvokeUrl through Box API
I am having trouble formatting the parameters to upload a file through the Box Api using InvokeUrl. I have included a sample Box API request for reference. I'm not sure how to handle the "file" in the request. I have tried many variations without success. I have pasted the code I am using without addressing the "file" in the request. Any help would me much appreciated. I am getting a 400 error code from Box. /*BOX API UPLOAD FILE REFERENCE curl -i -X POST "https://upload.box.com/api/2.0/files/content"
OR option for "required" fields in layouts
I'm not sure if what I want to do is currently possible. My use case is this. I make a deal and I want to make the lookup fields required to match the deal to a lead, contact, or account. But I don't need, or want, to make all these fields required at all times. I need *AT LEAST ONE field required for the deal to validate. I've tried setting this up in blueprint, but that works off condition->trigger system which does not let me use the lookups as primary field for conditions. If I'm doing something
Sync list set to daily but last retrieval was on September 26th, and the next retrieval date keeps getting pushed back
Does anyone know what could be causing this issue? There have been new contacts added to the CRM so the sync list should be updating but no new records are being added even though the sync setting is set to daily. Thanks
Creating a Report with Sub Forms
I am trying to figure out the best way to create a report based on Sub Form data. Preferably a spreadsheet report. Here's my scenario. Say we have a form called DATA. The DATA form contains two forms as sub forms, let's call them OLD and NEW. I'd like to create a spreadsheet report for each entry in DATA that includes fields from each sub form , OLD and NEW. Is this possible? Thanks!
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