How to retrieve Ticket History?
How can we retrieve the History of a ticket?
Uploading file to Google Drive from blueprint
Does anyone know a way to add a file to google drive during a transition in a blueprint? We currently do not use the attachment feature in Zoho, we upload everything directly to the google drive folder associated with the record. So is there anyway to upload directly to Google Drive though a blueprint, or is there anyway to make a workflow that triggers when a file is attached to a record, it uploads that file to Google Drive?
Mails sent from Desk to Gsuite reach spam
472/5000 At Merlin Data Quality we use Zoho Desk. When a ticket is generated, an email is sent to our support account from the following account: "sup ... @ asesconsulting.zohosupport.com" It never reaches the inbox since it is marked as SPAM. I was consulting with Gsuite support and they told me that I can add the IPs of their SMTPs so that they are not marked as spam. Can you tell me these IPs? Thank you very much in advance. Regards,
converting files in workdrive to zoho office suite
How can I convert and excel file to zoho sheet? How can i possibly work at home without any access to my desktop through Workdrive, I have a trouble in opening the excel files because it requires me to convert it to zoho format other wise it will create another file without changing the original file. In addition to this, can we use the work drive simultaneously with my collegues?
Adding fields - Unable to process your request
Hi, I've been trying to add some values to a field I created some months ago. The field is marked as mandatory and it already has other values set, but when I try to add two new values, I always get the "Unable to process your request" error. The same happens, for example, when trying to set a field to non-mandatory or editing any value on any other field. The weird thing is that it only happens in just one department, and I have another 3 departments with a very similar configuration (similar fields
zoho web to lead without page refresh
Hello, Has anyone ever used jquery's form plugin with a web-to-lead form from zoho crm? I have been looking for some guidance as to how to allow my webpage to update with a thank you message upon successful completion and submission of the web to lead form without refreshing the page. It seems like the jquery form plugin is a good place to start. Does anyone have any experience with this that could be shared?
Trying to generate access code and refresh token with self client in sanbox
here is my request what am I doing wrong? I can get it to work in production but not in the sandbox method: POST url: "https://sandbox.zohoapis.com/oauth/v2/token?code={code}&grant_type=authorization_code&client_id={client_id}&client_secret={secret}"
Email is already registered.
Hello, Previously I had a self-hosted email server, then I moved to zoho mail, because I liked it. After creating and verifying the account with DNS. I was adding more users. But when I was adding rahul.bhattacharya@risklatte.com it was saying that the invitation is already sent with red background and the user was not added. I don't know what's happening. Please fix this issue as soon as possible.
Sending and Receiving Using Mailgun
What are the exact steps to have ZOHO mail/CRM use Mailgun to send and receive email. I can not find any walkthrough. Please help.
Associate task with Lead
Hello, I have to associate task with lead. Can anyone help me to associate the task with lead? I have checked the XMLdata for task. It has ContactId as parameter but could not find the LeadId there. Regards, Saurabh
How to reply to email via API?
Zoho Mail API listed here https://www.zoho.com/mail/help/api/email-api.html, doesn't have an option to reply to an email, based on message ID. One undocumented API url shown here https://help.zoho.com/portal/en/community/topic/hi-how-to-reply-a-thread-using-send-mail-api, is not working.
Cannot add an email alias, weird error.
I am trying to add info@ alias to an email address in my account, but I get the following error: The email address is already registered with another account which is not a part of this organization. ...not sure how this could be possible? Can you tell me how I might solve this?
Introducing Connectors for the Show Android app
Hi All! We at Zoho Show are pleased to announce Connectors are now available in the Show Android App. Connectors are lines that link two shapes using the shortest route in a slide. The ends of the line detect and neatly attach to objects to help you form connections and draw complex work flows in presentations. Using Connectors, you can draw flows for any scenario, including business, engineering, medicine, and software development. All you need to do is simply drag the ends of the line towards
Events module rename to Meetings has broken CRM to Analytics sync
Finally connected with Support as syncing Zoho CRM with Zoho Analytics has started failing today. Appearently Zoho's renaming of Events to Meetings has broken the sync functionality. In case you're seeing the same sync failures you'll know why. Mission critical for us so hope the patch of this major error comes soon!
Move the menu on the right?
Hallo everybody, in the personalization process, is it possible to move the menu (in every modules) on the right? :) Thanks
Better responsive functionality for different screen sizes
Hi, I use Zoho Notebook Windows & Web app in split screen quite a lot.... especially in my recording booth. I can have notebook scripts on the right of the screen and recording software on the left. The editing menu functions of Notebook cover the first line of the text which makes it difficult to read and you can't click on the first line to edit it. Is there a way to make notes full screen so they take up all the space available? I've attached a screen grab that may explain it better. Best regards
Video tip #12: 3 ways to share your work with the world
Hello everyone, We're back with another exciting tip for you all. Today's video shows you how to effortlessly share your work with anyone using WorkDrive. WorkDrive offers multiple ways for you to share files with both internal and external stakeholders.
'Sign in with Apple' is now supported in Zoho Sprints iOS mobile app
Hello All, In the latest version (v1.1.18) of the Zoho Sprints app, we have brought in support for an additional mode of gaining access to the Sprints app. You can now sign into the app using Apple ID by clicking on 'Sign in with Apple' option. It is easier than ever to go agile and deliver great products on time. I have attached a GIF below for your reference: Also, we have brought in support to add users with custom roles and profiles from within the mobile app. The custom roles and profiles
I need the community advice to use Paypal in Zoho Books: bank account? credit card? Paypal own bank account?
Hi. As there are different ways to track Paypal in Zoho Books, I would like to know which one are you using and is working best for you. I guess my case is similar to most of Paypal users: When I make payments using Paypal, money is taken from a credit card. When I transfer money from Paypal, money goes to a bank account. And when the money is in Paypal, it's not in any bank or credit card. So, should I create Paypal linked to my credit card (1) or to my bank account (2) ? Or should I create Paypal
Quickbooks vs. Zoho Books
Hello Zoho Users, We are considering changing our accounting software, Quickbooks, to Zoho Books. What challenges or unknown hurdles have you had or kept you from implementing? Any insight before we just jump in would be appreciated.
WFH Tip : 15 What are Zobot responses and how can they be used?
The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. It automates the process of interacting with your website visitors and helps you maintain the presence of a helping hand, even when all your operators are busy and can't respond. This post will talk about the different types of responses that can be used in the Zobot. Before we jump in and start learning about the different types of responses, let us build
Adding an admin, without being an employee ?
Hello, For managing People, we ant to add a new user as admin. But this person is an external resource, and not an employee. Is there a way to hae such a position ? so that thisuser doesn't count into the employee number, no time log, no payroll, etc... ? He is just admin. Thanks
ZOHO Reports - Advanced CRM Reports
1st Question Can I create auto-emails from the new Reports-Advanced CRM Reports module in ZOHO Reports? I have looked and cannot figure out if this is available. I want to send weekly emails out to the staff from this awesome reports module. 2nd Question Can I customize any of the ZOHO Reports - Advanced CRM Reports or are these 100% driven off of the data in ZOHO CRM? Thanks! Keep up the good work. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
'Created by' field
Hi. We need to make some analytics with data how many projects did each user create but I can't find a field with this information in Analytics, Projects nor CRM. There is a column named "Created Time" but there is not a "Created By" column. I am aware that there is a "Owner" field but in most cases we update it on later stages of project implementation so we won't find there information who has created that specific project. Thanks in advance!
Trying to get function that creates new record to be set in a custom layout
Here's the code I have right now: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name": "Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactDetails.get("Contact_Name"), "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee
Mapping multiple values in a subform - each a different row.
Hi there, Along with zoho community forums help, I have created a workflow with a function that maps desired fields from my ‘Property enquiries’ module to my ‘Leads (buy / rent layout)’ module. The code is as follows: //Code starts propenrec = zoho.crm.getRecordById("Property_Enquiries",id); emailrec1 = propenrec.get("Email"); propid = propenrec.get("PropID"); searchleadsrec = zoho.crm.searchRecords("Leads","(Email:equals:" + emailrec1 + ") and (Layout.id:equals:xxxxxxxxxxxxx)"); info searchleadsrec.size();
Process Management - Word of the day #84
Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking. Zoho CRM offers some easy-to-use features that can help build flowcharts and create logical steps for the process to make it repeatable, productive,
Ring Central Meetings
Hi All We've just added Ring Central to our CRM and I was hoping to add "Ring Central Meetings" to it, similar to Zoom or Cisco Please see link https://help.zoho.com/portal/en/kb/articles/online-meeting#Schedule_an_Online_Meeting Is this something we can do, if so how can I achieve this Thanks
How do I get Zoho CRM to create a lead automatically when sending an email to somebody (who is not yet in Zoho CRM) from an IMAP-integrated Gmail account?
Hi there, I have integrated my Gmail account with Zoho CRM using IMAP. When I send emails from my Gmail account to people who are already Leads or Contacts in Zoho CRM, these emails are correctly attached to the Leads or Contacts. However, when I send an email from my Gmail account to somebody who is not already in Zoho CRM, no new Lead is created for that person. Is there an option somewhere in Zoho CRM that would, if enabled, would create a Lead automatically in this case? Thanks in advance for
Tickets Activity
Good Day, May I know if the Zoho Desk has activity/, ogs or actions within the ticket? Thanks.
Disable Calendar notification
Can you please give us the option to DISABLE calendar notifications for events from Google Calendar? Every event I create in my synced Google calendar is popping up as a notification :(
Account Receivable - Customer Credit balance - reclass to liabilities - How?
Hello, Based on IFRS and GAAP rules, for the balance sheet to represent the true view of the company's financial situation, all the customer accounts with credit balances (i.e. prepayments, overpayments) should be moved to liabilities in the balance sheet. Of course, rules are more complex than the above statement but this situation I want to explore. I want my credit customer accounts my vendor accounts to be shown in balance sheet depending on the account balance - or as asset or a liability.
option to remove people of a temporary search list
would be good to add a tick box to remove candidates off a temporary saved search list, so it comes off the list but not off the data base. Reason is that when using it as a working list as I go though trying to find candidates, I like to remove ones I have looked at and have the list saved to I can go back to it when I have time until I have compleated the search. Would be of massive help to recruiters
options for task reminder
Hi can we have options added for reminders as quarterly and biyearly on the drop down menu for options as task reminders? I use this for a call cycle or contact reminder?
First Call register
Hello good Morning. I have the following doubt, how can I make a query in zoho anayltics to get the first call made to my leads, or is it necessary to know the record of the first call of each lead in my zoho CRM.
Setting Up EMail Channel Zoho Desk
Hello, I am currently in the process of setting up Zoho Desk to be our ticketing system. Having followed the instructions here: https://help.zoho.com/portal/en/kb/desk/for-administrators/multi-channel-support/email/articles/setting-up-your-email-channel#Default_Support_Mailbox I am unable to set up a default e-mail address as the screenshot in the instructions is completely different than the options available to me. Here is a screenshot from the instructions: And here is what I ACTUALLY have:
Zoho Forms - Stripe Save Card
Using Zoho Forms, integrated with Stripe, when someone fills out a payment form, are you able to have them saved as a customer in Stripe, with Credit Card info saved too?
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ?
How to disable cut, copy and print (and their shortcuts) with keeping editing ability ? I could disable downloading but I need also to disable cut, copy and print (and their shortcuts) with keeping editing ability.
Client Portal - Can Customer add a Credit Card to a Subscription?
Is it possible for customers to add a credit card to one of their subscriptions from the client portal? It seems that if there is already a card, they can edit details, but there is no obvious way to associate a new card with a subscription. Any help on how to do this would be greatly appreciated!
Zoho Campaign Library
We have some users with images in collections within the Zoho campaign library. Even though all the permissions are set correctly (all the permissions granted) for the role and all the users are in the same role the users cannot see or add images to other user's collections. Not even using the standard admin account can modify other’s collections. Is there a way to share collections or to just give full access to all the users within a role to the other users libraries in the role?
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