Searching for a value entry in one of my Lead layouts
Hi there, Below i have attached some small screenshots of a code i created where I initiate a search of a record by ID in my "Property_Enquiries" module and also in my "Leads" module. In both of these records I search for a particular field - which is the email field. I verified that these two email entries match by executing a simple conditional function. However, I would like to take this to the next stage and I would really appreciate some assistance as i am a quite a beginner in deluge. What
Tracking campaigns in Backstage
How can I track what campaigns are driving registration in Backstage? Thanks
Convert one time backstage ticket to subscription
I want to make it easy for people to convert their backstage registration ticket into an annual subscription. Any easy way to do it without asking people to put they credit card info again. Thanks
Use External URL for KB
We have an external knowledge base KB URL that we would like the customers to be able to access. I could not find a way to do that. I'm not a coder - plug and play type. Regardless of my skill set, is there a way to point to an external URL for the KB?
IMAP - Word of the day #80
IMAP (Internet Message Access Protocol) is an email retrieval and storage protocol, which syncs with the servers and maintains the status of messages across multiple email clients. Zoho Mail can be accessed via IMAP on any standard IMAP client using the configuration details provided in this guide. Log in to your webmail and Enable IMAP Access for your account before you configure IMAP in the email client. (You might require an Application-specific Password to set up the account for other devices
Remote authentication error
Hi, our customers can't login via remote auth anymore. I'm passing the correct timestamp (ts) at GMT+0 in the request, but i'm always recieving an error: {"result":"failure","cause":"E105 - Request Delayed"} This is preventing our users from checking their tickets. Please check the timezone set in your response servers.
POP - Word of the day #79
POP or Post Office Protocol enables you to access the emails in any email client of your choice. POP performs one-way email retrieval and there is no sync between the email clients and server. That means, emails are downloaded in the client and deleted from the server unless "Keep a copy on server" option is provided. Zoho Mail can be configured in any standard POP email client providing the POP and SMTP server settings. Here's a knowledge-base article on setting up POP account. Previous 'Word of
Connect Website Form Leads to Zoho CRM
My website has pop-ups & form already created, I want to record the leads which fill these forms directly into Zoho CRM software. Please let me know how this can be done.
Phishing alert message in replied messages
replies from Zoho Support have this warning
Where does "Email Moved From Spam" put the message?
Hello! From the mobile app in the spam folder is the little circle with the line through it icon in the middle bottom. When clicked it says "Email Moved From Spam" but then I can't find the emails anywhere. It's not the trashcan "delete" icon so they should be moved somewhere, but where???? Thank you! Kevin
Unable to add inventory adjustment
Hi Team, I am trying to create an inventory adjustment using API. But getting this error response from server "message": "Non-inventory items(s) are involved in this transaction." please find below the JSON string used to POST via API. { "date": "2020-01-02", "reason": "Transfer to Office assets", "description": "Ram For Abdul system. Existing single 16GB of ram failed", "reference_number": "97", "adjustment_type": "quantity", "line_items": [ { "item_id": 519558000002109060, "name": "CORSAIR MEMORY
Gamification module
We use zoho support extensively, a lot of other support products out there have a gamification module to create a competitive environment amongst the support staff. We would love to see a feature like this added in the near future.
Installing Cliq integration with Zoho Desk
When installing the Cliq integration with Zoho desk, this warning comes up. What does it actually mean? How do I know if my users will lose access to Desk? This message isn't clear enough and I cannot risk my users losing access just because I integrated it with chat. Your Zoho Desk account will be converted (if not already) into an Org account, to install Zoho Cliq. Once converted only Org admins can perform user-related operations in Zoho Desk.
Zoho Forms / Document Merge
i have many records or entries on my zoho form. i want to merge these records onto the same merged document to create a list from these records. Name 1 Name 2 Name 3 etc is this possible?
SEARCH ITEM BY DESCRIPTION WHEN I CREATE AN INVOICE
Good Morning I would like to know if this is possible to add a search bouton in decription field of invoice creation When I create an invoice, I would like to select my item with the description, not with the item name Thanks in advance for your help Best regards
Integrating Tasks of Desk with Tasks of Projects
Hi, We have been using Zoho projects for Projects. Each customer are considered as a Project. Recently we have started using Zoho desk. The problem is whenever we assign a task to our engineer from desk, we need to fill the same on Zoho Projects as our Project Management team and our Engineers work hours can be only managed on Zoho Projects. Please let us know if any workaround can be suggested.
Different User Emails Forwarding - Removing Duplicate Emails
Hello, I manage an email that receives forwarded email from different users within the same domain. I have this setting set up to manage the different projects and to minimize the number of streams and forwarded emails. This set up is very useful in my role, however, I find myself removing duplicate threads. Emails with the same subject line and content but with sent to addresses. I wouldn't mind having the separate email but I would rather have them under the same thread. What setting can I change
Migrar de Gmail a Zoho
Tengo una duda. Nuestro correo esta configurado en Google Apps y quisiéramos migrarlos a Zoho Mail. Esto es posible y como haría para no perder mis correo de GMail. Por favor si me pudieran ayudar con este tema.
Cant add Custom Domain to Showtime without adding www.
I am trying to add a custom showtime domain however when i try to add it without a leading www. the add domain button doesn't work. Is the custom domain requirement that it has to have the preceding www ?
Reconnecting Facebook Pages [API update]
Hey there, We're here to give you a quick reminder to reconnect your Facebook Pages to your Zoho Social account, following an API change that Facebook has initiated that's been in effect since June 30, 2020. Due to updates in the Facebook Message permission workflow, anyone using a third-party tool such as Zoho Social to access their Facebook Messages will have to reconnect their accounts to push these changes into effect. Failure to do this will result in Facebook depreciating the Messages feature
UK Address Format
I am currently customising the candidate fields in Zoho Recruit. Being based in the UK, I have my language and location settings set as UK. However there is a "Province" field which I can't rename - ideally to County. The following message comes up...what does this mean? And would adding a new field for County work? Remove Field - "Province" As the Province field is related to the Zip Code lookup, on deleting this field, the Zip Code lookup would become defunct. The field you are about to remove
I am having problem getting a flow to save.
An error message keep coming up to sayflow cannot save to and contact support. Some times it does save and sometimes it won't. I can't see anythin wrong
Time Value Calculation in Pivot Data field
Dear Team, I need Time Value Calculation in Pivot Data field in Time Format. Exmpl. our calling agent calls on leads for 10 to 15 Min. I need Σ summation of Time in Hour /Min format. is there possible to do so. Regards, Subhash K
Any way to require organization users to sign in to Zoho Accounts using SAML SSO ?
I have just set up authentication using SAML for our organization in Zoho. If the custom login URL for Zoho Mail is used to sign in, it automatically redirects to our SAML portal. However, if a user signs in by clicking login on the Zoho website and does not use the custom link, they enter their email, and then it prompts them to enter their Zoho Accounts password instead of redirecting them to the SAML portal. When entering their Zoho password, the user can click more options to sign in with the
Mail box not loading
my Zoho mail is stuck on the loading screen and i have urgent issues.....please help!
Purchase Orders Shipped in Multiple Shipments
Has anyone found a clean way to send shipment notifications to customers when an order is shipped in multiple orders?
Meeting host does not receive an update if he cancels the meeting
Hi, I noticed that if the meeting host cancels (Deletes) the meeting, the participants receive a cancelled notification but the meeting host doesn't. Can this be fixed?
"related lists" emails for sales orders
Hi, when I go to a contact on the CRM it shows me all the emails from the contact, under the "related list" When I go to sales orders, under the "related list" for email, its empty, even tho that sales order is associated with a contact, that under the contacts page has 10+ emails. How can I show those emails in the sales order so I don't have to click through to the contact? Thanks
Why don't you allow an invoication to be one word only?
Hello, I am trying to create my first action. I want to use it with a chat session. Many of our incoming chats start with a "Hi" or "Hello". Why can't I use it as an invocation? Thanks!
Facilitate My Domain Transfer!
Hello, I applied to transfer my domain from Zoho to Namecheap. While this has been done, it still shows that the domain name is still awaiting release from previous registrar (Zoho). Kindly facilitate so I can move forward with my project. Attached are screenshots for better understanding. Thanks in advance. Luthor.
Live Page
Hi I am working on a hospitality app which requires the kitchen staff to see all food orders on a screen and update the order with the press of a button from the report itself. The latter is easy but I just can’t find a way to keep the orders report up to date. Manual refresh of page is not ideal as the customer wants their big kitchen screen to show all the orders with their live status. Wondering if there was a way to make a ‘live’ report? I mean I could make an HTML page to visualise the orders
User filter for 2 conditions
I am trying to analysis Zoho Project by Zoho Analytics, i want to use user filter for 2 conditions, and conditions 2 show only the result of conditions 1. For example: Condition 1 is the Projects Name, Condition 2 is MileStones, after i choosed one or many project, i want the condition 2 show only the Milestone of the condition 1 results. Is this possible? Please see the picture for detail This picture show all of milestone in my organization, i dont want like this, i want show only the milestone
Spotlight 07: How your learners can access On Demand sessions from ShowTime's Viewer App.
Many of the best training systems allow trainees to choose the modality most suited to their educational needs, learning style, and personal schedules. With the growing need for on-demand learning, the use of mobile and tablet software to access these sessions is also quickly becoming the most convenient way to share knowledge between educators and students. Considering these trends, we now introduce our next community spotlight series focusing on how your trainees can connect to an On Demand session
Scheduled import interval issue
Dear Sir I have a scheduled Import group of html files from google drive. the scheduled interval time is 1 hour. but the scheduled not start every one hour. One import was finished then the finished time pluse 1 hour is next import time. ie the first import start at 8.00pm and finish on 8.10pm then next sync time is 9.10pm. how can i fix it every one hour that is 8.00pm, 9.00pm ,,,,.
Random "Status" field can't be deleted
We've just set up CRM and we completed a data import from Hubspot. In cleaning up the relevant contact fields, I came across a "Status" field (Single Line). This doesn't seem to be a default field (not in the list on the knowledgebase) but it also isn't a custom field (description text is in solid black), and when I hover over "Remove field" the popup says: "fields created through plugin will not get deleted". I'm not sure which plugin this relates to. I can't seem to hide / delete it, but I don't
Insert Accented characters shown as �
Hi, I'm calling a REST API function to insert record from Php. the accented characters like é è à ê are inserted like this � how to solve this ? Thanks
Custom Function To Create Task
Hi Zoho Community, Below is the Deluge custom function I use to create a new task . Problem is ; I can't set the correct task owner, it keeps defaulting to the admin user name. I need the task to be correctly assign to the Quote_Owner variable.... help. string Untitled_Function12 (string Quote_ID, string Project, string Quote_Owner ) completeDate=zoho.currentdate.addDay(3); mp=map(); mp.put("Task Owner",input.Quote_Owner); mp.put("Created By",zoho.loginuserid); mp.put("Modified By",zoho.loginuserid);
Community Restrictions
Is there a way to limit who can post to a community forum? We want to create one called Announcements and only allow agents and moderators to post announcements. I can lock it, but that does not allow anyone to post to it. Thanks Gerald
Ability to restrict users from posting in forums
Hi Desk Team, As of now I have checked on my account with Desk and I see that I can moderate a user or block them. I'd like to be able to restrict a user from posting for a certain amount of time (hours or days) which would be lifted by the system automatically like an automation. This would come in handy for users that post topics that are not welcome or posting lots of spam or abusive users. I have checked into other platforms and some of them have this feature. I'd like to see it in Desk in
Can the default date format be set to dd/mm/yyyy or yyyy/mm/dd?
This is essential for many non USA regions. Trying to work with the illogical american mm/dd/yyyy format is driving me nuts and renders Zoho Books almost unusable. Not to mention the fact that dates on documents become incorrect eg Invoice dated 10th May reads as 5th October in countries where we don't use the american format.
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