Added search and add ticket to software using ASAP - Is there a way to filter categories?
Hi, We have implemented the ZOHO Desk Knowledge base search bar and add ticket option through ASAP in our software application. This shows our full knowledge base including multiple categories. Only 50% of these categories (see attachment) are relevant to our software. Is there a way to filter out some categories in the ASAP option?
Sort contacts by Account type?
Hello, does anybody know, how do I sort my Contacts by Account types in CRM? I do not see that field in custom views for contacts. Thanks for your help in advance.
Access a job order from the candidate detail page
Often times we need to move from the candidate page to the job order that candidate is associated with. There is no way to simply click the link and instantly go into the job order detail page of the job that candidate is associated with. This seems like a fairly easy fix. If you could turn the job order name in the hiring pipeline to a hyper linke, or add a List to associated jobs at the bottom of the module that has a link to each job they are associated with that would be quite helpful.
Introducing Co-trainers in Zoho ShowTime
Zoho ShowTime is excited to announce the release of the much-awaited Co-trainer feature for your training sessions. Co-trainers can assist you, the trainer, in many ways to keep the training lively and productive. Co-trainers help answer questions and manage chat discussions when the session host is busy presenting. They can also contribute their relevant subject expertise by delivering a segment of your training. Adding co-trainers greatly helps increase the attendee engagement level during a
Zoho Mail service inaccessible!
Hi Zoho users, We are currently experiencing issues accessing Zoho Mail services. Our development team is looking into it with high priority. We will keep you updated on this. As of now there is no specific ETA. Apologise for the inconvenience caused. Regards, Barath KR Zoho Mail Team.
Ticket Acknowledgement Reply to Customers
Hello We have enabled Notification for contact when Receiving a new ticket, however, we are a Shopify App and receive lots of support request which is sent to our support email from noreply@Shopify.com, replyto headers in the incoming email is set to customer's email address and not to noreply@shopify.com but It looks like Zoho desk sends the notification to noreply@Shopify.com and not to the replyto email address, Is there any way we can change the Zoho desk to send acknowledgment emails to replyto
Print Preview and Page Breaks in Sheet
Have Page Breaks and Print Preview been developed for Sheet?
Custom Function: How to update a custom field in purchase orders with warehouse information
Hi, I am new to custom functions but have managed to write into custom fields based on certain criteria when purchase orders are edited/changed. My problem is how to access (get) the warehouse name after I have retrieved the warehouse_ID from the purchase order. It looks like I have a data type problem or just don't have enough experience. Here is my code (with missing statements). POID = purchaseorder.get("purchaseorder_id"); POdate = purchaseorder.get("date").toDate(); ORGID = organization.get("organization_id");
Basic Creator Form -> CRM Case
I've built a basic form in Creator that has 2 CRM Integration fields to find 2 different account profiles that will be linked to a case. We're using cases in this manner for requests between 2 different account types. Account A has requested something from Account B, for example, so both should be linked to the case. I've got the form set up no problem, but when I go to create the workflow to create a record in the CRM, the two CRM integration fields are not available for mapping. Any ideas here?
A Spreadsheet is enough to create and update your QnA bot. Check how!
There is an update on this bot, and it is not available for new implementations. If you have implemented it already, it will work as expected. Yes, now you can create and update your QnA bot with the help of a spreadsheet. We've built a Zobot that can
Temporary failure :smtp;554 5.2.3 MailPolicy violation Error delivering to mailboxes
Buenas tardes, tengo varios correos que han sido bloqueados por este problema, por favor me podrían indicar como resolver este inconveniente y como poder activar esos correos para que sigan recibiendo información: Saludos cordiales,
accounts with many locations
what are best practices for managing Accounts with many locations, e.g. franchises? Some customers are billed at headquarters and others are billed individually. - the Account Parent field supports the Parent Child Hierarchical Relationship. What is the best way to generate a drill down report of Account and their locations. Some users I noticed created a Custom Module, e.g. establishments. Is there a good business case for creating duplicate data and structures which could complicate Creator
Volunteer Hours in CRM?
Wondering if any other non-profits have used Zoho to record volunteer hours? And if so, how did it work? Did you use a form from Creator to let volunteers record hours? Something else? How did you report on the hours?
Meeting for Backstage: Present virtual sessions, captivate your audience
Virtual events have seen immense growth in the last few months—almost 1000% according to one study—and most event organizers and marketers believe they'll remain popular even in the future. This decision to retain virtual events is completely understandable
Email sync for all portal users
Hi, The funcionality of gathering all emails in a client CRM page is perfect but there is a huge problem. I have allready speak with Zoho support about this A company has not only persons - users of zoho but also emails for departments and alias etc etc. I need to be able to see all the communication from my company to a client. This means that should be a way to sync all emails, not only zoho use emails. i use for example Accounting@myorg.com cuctomercare@myorg.com and many others. How should we
[Live Webinar] What you can learn from analyzing your visitor's behavior
Zoho Webinar Hello, What's the one direct invaluable resource that can help you make the most of your website? The answer is simple, it's your visitor data. When it comes to website optimization, visitor behavior is a gold mine that keeps giving. The more you dig, the more precious material you can find to make your pages shine. Our next webinar "What you can learn from analyzing your visitor's behavior" will show you how exactly you can read, analyze, and utilize user behavior data. Join us next
Fetch Application Users List
Hi, Is there a way to fetch a complete list of all users in the application? I'm trying to develop my own approval process rather than using the in-built one and I need to send an email to all users who have the "Approver" role. Therefore I need to grab the list of users and loop through them using the thisapp.permissions.roleForUser function to retrieve their role. However, I can't find a function to list all users in the app. Any help anyone can provide would be greatly appreciated. Thanks, Harry
Lost Lead details when converted to contact by accident? How to get back details?
Had a Lead, entered details converted to contact now the details are gone? Where did the details go?
Creating P.Os to my suppliers, based on the line items in a quote
Hi all. My company supplies TV equipment to TV stations. So we'll prepare a quote for a prospect which has several line items in it, which may come from several manufacturers. Once a customer agrees to the quote, I need to then issue purchase orders to my individual suppliers to have them ship their products to the customer (we don't hold inventory, we do "just in time" shipping direct from the supplier). We're using Zoho CRM. I've written a function that will populate a Purchase Order Template based
Function-16: Send automatic updates on deal progression by stage to all the Contact Roles
Welcome back everyone! Last week, we learnt how to notify task owners when the ownership is changed. This week, let's look at a custom function lets you send automatic updates on deal progression by stage to all the Contact Roles Business scenario: The Deals module in Zoho CRM is designed to associate only one Contact per deal. Very often, B2B sales require touching upon multiple stakeholders, and the person you engage with need not be the decision maker. It is essential to keep track of all the
Auto-number Field - Word of the day #95
In the Zoho CRM module layout, the 'Auto-number' field enables you to associate a sequential numeric value to each entry your users submit through your layout form. The number held by this field is automatically assigned immediately after your users submit an entry in the module, thus the auto number is a field for which your users cannot enter an input. Here's a knowledge-base article on how to create an Auto-number field. Previous 'Word of the Day': Super Admin Next 'Word of the Day': Segmentation
How to link a Lead from a Google Ads Campaign to a Campaign in Zoho CRM
We configured the integration between Google Ads and Zoho CRM. The campaigns from Google Ads are automatically created in Zoho CRM, but we Leads are not being linked to the Campaign automatically. Does this integration support automatically linking the Lead to the Campaign record within Zoho CRM?
App Spotlight: Signitic - Email signature management for Zoho Mail
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Signitic for Zoho Mail Manage all your employees' Zoho Mail signatures from one single place. Design email signatures for all your employees with ease using powerful and user-friendly interface. Create templates to manage entities, groups, and users and spread your marketing campaigns to reinforce your brand image. Precisely analyze audience commitment with insightful campaign data
Candidate module
Hi We are an agency so we have made candidate module public edit delete read But that also gives all our recruiter access to all reports Where ever the candidates is reflecting of each other. Is there a workaround Thanks in advance
App Spotlight: GST Plus Leads Extension for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. GST Plus Leads Extension for Zoho CRM Enable your sales and marketing teams to validate the GST identification number of a business or company from Zoho CRM. Filter leads by business type, identify which promotion campaigns are suitable for them, and improve their ROI. Get the extension here Business needs Determining which potential leads are serious customers. Separating
Permission for certain groups of users - Help Center
Is it possible to create groups/roles for customers? I see that you can create groups/role for internal agents but I do not see where or if it is possible to set groups for customers using the help center. Some background. Our product users are grouped by role (Administrators and General Users). and we would like to give only Admin users access to the entire Help Center (Community, Tickets, and KnowledgeBase) and give General Users access to only the KB. The reason for this is that we ask General
Looking for a ready custom app
For Traffic just daily mileage using GPS and features around this
Can no longer log negative time
Hi, We've been using Zoho Support (now Desk) for a while. We have customers who purchase a number of support hours from us. Previously, we have tracked this by adding a positive Time Entry for the purchased hours, then logging a negative Time Entry each time they use some, allowing us to track the total remaining. With recent updates, it's no longer possible to add a Time Entry with negative hours, which stops us from being able to do this. Is there a better way to get the same functionality we've
Launching Zoho BackToWork | Future-proof your workplace
Dear all, Since April, the Zoho Creator team has been working with NGOs / Government bodies / and other non-profit communities to help them fight the COVID-19 pandemic. As the fight continues, our interactions have led us to understand that businesses now face a paradigm shift in office culture. A robust, ready-to use solution is the need of the hour to help make the transition to this new normal. True to our vision empowering businesses, we made Zoho BackToWork, an application built on Zoho Creator,
ZOho Mail giving error in Outlook on mac
I was able to get emails in Outlook on Mac from Zoho Mail until 3 am today. Now, I get this error. I am able to login to Zoho Mail from the browser and it is working as expected. Not sure what changed. Thanks,
easy create a candidate/client/contact from an email
Hi would be great if on emails received, that we could just click on their name or address and have the option of creating a new file for them from there
easy follow up on emails
hi, if you put in asap in an email, it comes up with a follow up date box, would be good if we had a tick box or icon we can clinic when sending an email that we can create an easy follow up from
【8/28(金) 16:00-】Zoho Japan Community オンラインMeetup vol.3 開催のお知らせ
ついに梅雨が明け、暑い夏がやってきました。みなさまいかがお過ごしでしょうか？ 本来であればオフラインで開催するMeetup(ユーザー交流会)ですが、前回に引き続き、オンライン形式のMeetupを企画いたしました。 毎回好評のZoho ユーザー様事例では、「属人的BtoB営業の脱却としてのZoho CRM」と題し、Zoho CRMを活用して、属人的な営業やスプレッドシートの限界から脱却した運用方法についてお話しいただきます。また、「Zoho CRM 2020」の新機能紹介のセッションもございます。 詳細/お申し込みはこちら： https://www.zohomeetups.com/ZohoJapanOnlineMeetup3 日時： 2020年8月28日(金) 16:00〜18:00 参加費： 無料 オンラインのため場所を問わず、柔軟にどなたでもご参加いただけます。 Meetupでしか聞けない生のユーザー様の活用事例やZohoに関する情報を、ぜひこの機会に聞いてみませんか？ 日本中、世界中の皆さまのご参加をお待ちしております！ Zoho Japan Communityチーム
How to use fetch and update to calculate current wage
I am new to deluge and I'm really struggling to figure out how to set up my creator app, particularly when it comes to referring to fields in other forms. One example: I have a form called Add_Employee which lists all basic employee info including Starting_Wage. I have a second form called Enter_Wage_Increase which uses a lookup field for Employee Name. I want to have a field called Current_Wage that calculates the employee's new wage based on Starting_Wage + Amount_of_Increase. For starters, I am
No puedo configurar mi correo en outlook
Tengo problemas con configurar esa cuenta de correo contabilidad@canal6.com.ni, la cuenta se acaba de crear y al momento de configurar outlook me sale el siguiente error: Solo envia correos, pero, no recibe. Iniciar sesión en el servidor de correo entrante (POP3): El servidor de correo electrónico ha rechazado su inicio de sesión. En la cuenta. El servidor respondió: -ERR Servicio no disponible. Saludos
COVID-19 business resources: Navigating the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL)
Hello everyone, With the deadline for the Paycheck Protection Program (PPP) loan application just around the corner (August 8), small businesses across the United States are in a race against the clock to apply for the loan. As you might know, the Economic Injury Disaster Loans (EIDL) and the forgivable PPP loans are part of the US Small Business Administration's (SBA) economic assistance programs to businesses impacted by the COVID-19 pandemic. Over the last few months, we have written in detail
Marketer's space - Topic Management
In the previous post, we discussed the importance of managing your contacts' email preferences and the methods that can be used in Zoho Campaigns. Today, let's explore how Topic Management can help with this. Topic Management is a method that helps you improve your contacts' satisfaction by giving them the power to choose what they want to see in their inbox. Once you customize the topics and enable them, the previous setting (Contact Preference)—i.e. displaying the internal name you gave the public
How do I access the ticket identifier (the long one in the url) via placeholders in email templates?
Is there a way to access the ticket identifier (the long one in the url) via placeholders in email templates?
Only 3 left... order NOW! First come first served.
Maybe a big ask? however there may be a clever workaround I have not thought of, so here goes... We would like to have a form, where there are list of items for sale at a reduced cost. The item is selected via radio button, and on submit the item is paid for. Is there any way in Zoho Forms to limit the number of submissions allowed for any particular selection, is limited to a specific number? For example A Plate. We have 3 left. Only the first three people can select it, submit and pay for it,
Help with reporting stage duration :-(
Hi -- I'm having some trouble with two reports in the Advanced CRM Analytics. Here is what I want to run: 1.) An average of how long unsold potentials have been in their current stage. So if a potential was converted from a known opportunity to a proposal 5 days ago, I want it show stage duration of 5 days. Right now I can only see a report that uses closing date, but that is giving us inaccurate readings as the closing date is the estimated date a potential will sell. Therefore I am seeing a stage
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