'Comment' tab in ticket not availlable for all
Dear support can you please help me figure out how I can add the tab 'Comment' to the departments? I'm not sure if this depends from dept or agent or what, but I've a situation in which 1 out of 5 dept can use comment to collaborate with customers and the others not. I would like to extend the comment functionality to everybody. Thanks for your help BR Diana
Timing Restriction
Hi All, I want to add a control time function into Zoho Survey form. Use case: We are using CRM Plus. User to do a survey form with a time limitation is 15 mins. After 15 mins, system to automatically submit the result and ending the survey. Regards, Thuong Nguyen
Keeping webcam on screen when sharing PPTX
How do I keep my webcam on screen when sharing a PPTX slide show in Showtime?
Customer Experience (CX) - Word of the day #23
Customer experience describes the perception a (potential) customer gets after and while engaging with a company, its people, its brand or its assets. This engagement can include interactions with employees of the company or simply brand elements (company website, social media channels, whitepapers, etc.). Check this quick video where Zoho President, Raj Sabhlok, explains the importance and approach to digital customer experience: Previous 'Word of the Day': Ad-hoc Reporting Next 'Word of the Day':
What's New - March 2020
Hello everyone, At Backstage, our purpose has always been to help event organizers plan and host their best events with minimal hassle. With the COVID-19 pandemic rapidly evolving and the world moving into uncertain times, our priority, like always, will be to have your back. In the last month, along with our current projects, we also worked on building features that we hope would make the current situation a little easier for you. Our goal is to offer you immediate solutions while continuing to
Zoho Backstage: Looking back, moving forward
To know more about the features we released in the last year, please visit our What's New page.
Are you able to add ASAP widget into a Zoho Creator Application?
I am creating a custom application in Zoho Creator. I thought it would be really cool if I could add an ASAP widget into that application so I am able to create articles on how to use the custom application. More so, it would be cool to the ASAP add-on to other Zoho applications so I am able to provide training documentation for my company in a separate internal application using a separate help center. Doesn't appear possible at the moment but I thought that would be a cool integration when Creator
Enrich your Sales data by integrating SalesIQ with Leadberry
You can now integrate your SalesIQ account with Leadberry to get information on the visitor's company. This would ease the process of your sales team to narrow down your target by reaching-out based on their company profile. Why Leadberry? Leadberry, when integrated with SalesIQ gives you the ability to view information about the visitor's company when they land on your website by analyzing their email and domains. The data from Leadberry, in addition to the features provided by SalesIQ, can speed
I have Account ID. I want to update Deal to have new account based on Account ID. How do I do it?
When I choose an action of "Update Module Entry" and select to update Deal, I can update the Contact using Contact ID. I can update the Owner using the "Owner ID," but to update the Account, I have to use Account Name. Can there be an option to use either Account Name or Account ID? We have some Accounts that have the same name, so I can't reliably use Account Name correctly link an account to a deal. But I can more accurately put an Account ID to map a specific Account to Deal. How can I update
Search option disappear
How do i include search option in zohomail? It seem the search option disappear at my tab
Cut and Paste removes logo in email signature
I've been using an email signature for more than a year without issue. Today I changed the email signature to add another social link. Suddenly, if I cut and paste anything into the body of my email it will make the logo disappear. Thinking it had something to do with the new signature, I deleted it and put the old signature back in. Now the same thing is happening with the old signature. If I type in the body of the email, the logo stays where it is. It's only if I cut and paste some text above
Third party access to unattended computers
I'm looking for a way to get my clients whom I have remote support installed on to gain access to their own computers while we are all working from home. At present they have their computers and I can access them but they can't from home. I am looking to have a way to enable this. Adding them as a technician within our subscriptions would be far too costly of a solution and we wouldn't want to grant them that amount of access anyway.
Clone / Copy A Dashboard
I have an existing Dashboard I want to copy/clone and then modify. It currently returns results for All Users , I want to create version for specific individual users i.e. same widgets and reports but only shows results where Potential Owner equals 'Tom Smith'. Is this possible if so how? Thanks Roger
Webinterface: Contacts are not loaded properly
It happens for me both on the browser client and the Linux AppImage (Which is Web-Based anyway) Problem: When composing a new mail or searching for mails by contact I used to be able to type the receivers name in the address field and get hints for the correct e-mail address / contact. Since recently, I don't get anything anymore. In the search field, there is no hinting anymore and search works considerably worse because of that. I have contacts in the contact Tab and I even exported, modified and
How to populate a field value to another field before new value
Hello, On the Leads Module, is it possible to capture the value of a field before it is changed and store the previous value in the same module before it is saved? For example. Agent = "Joe" Previous Agent = "Frank" The record is then updated and the Agent name changed to "Bob", so we would like to store Agent to Previous Agent before overwriting with "Bob" After Update: Agent = "Bob" Previous Agent = "Joe" I have started creating a function but I am unable to get this value before update. Any help
How to Query Deal based on Auto-Number Field
We have an "Auto-Number" field in our Zoho Deals Module that we label "Contract ID". This number is automatically generated on each deal. This is also the number that we hand over to our clients. What we are hoping to do is for our customers to register on our website, they have to type their "contract ID" and also their Zip Code (also a field on the deal) on a form. Then the form would query all deals and if it finds that there is a deal that matches both on the Contract ID and the Zip Code field,
Phone fields
Hey Everyone, I was wondering if it is possible and if it makes sense to create a subform for contacts which consists of labels and phone fields. The reason is, we have ofter customers with a big variety of phone numbers and I dont want to create 10 more "other phone" fields, especially as we would need individual labels. Question now: are there any downsides of working with a subform? if i integrate later on with my phone system /PBX, which fields are used to lookup for contact information? Does
Layout of page shifts when I print
I created a mail merge template in Zoho. It looks fine on the screen. When I go to print it shifts the entire page over to the right and up. What could be causing this? Thanks, Ken
Your favorite presentation tool is now available for Google Drive
Hi Everyone! Want to access your Show presentations from Google Drive so you can work faster? Show is now integrated with Google Drive, helping you easily access your slides and collaborate in real time. With this add-on, you can now work on your presentation anywhere with any device. Our Google Drive integration allows you to create, import, and store presentations in your Drive workspace. With Drive's large storage capacity, the platform also offers steps for authentication and verification.
Client submission
I was informed that once you send resumes via client submission that it stays in the client portal. Is there not a way to hide past client submissions when the job is closed. I had a client that went into client submission and went as far back as 2 years ago asking for names of those candidates. How does anyone else deal with that? PS. and if you close the job the names are still present.
Add volume slider to a custom checkout button or pricing table
I'd like to customize the checkout button embed widget and include with it a slider or something that would allow for the user to quickly change the quantity and see the price change. Then, they could press the subscribe button and that quantity would be passed over to the Hosted Payment Page in Subscriptions. If I can't do it all in Subscriptions, is there a clever embed widget with a "checkout" button that I could build in Forms or something and have that pass along the quantity in the URL to the
Can I select a saved template when I am creating a Purchase Order?
On this page (https://www.zoho.com/us/books/help/purchase-order/po-createsend.html), I read that I should have the ability to select a predefined template when creating a Purchase Order. I have two templates created yet I can't seem to find out how to select the template I want to use. is this no longer a feature?
Blocked account
My account (tm @ thomasmaresca.com) has been blocked. I frequently use a VPN and am not certain if that is the reason. I tried unblocking on the admin page but I am greeted with a pop-up saying to contact support. Sent emaills, but no reply or acknowledgement. Please unblock my account.
How to add Information in Zoho Form for the users to follow
I want to add some information in Zoho Forms like below one field I want to give a youtube tutorial link before they fill the form. Please help me.
How to calculate the date of the first and last meeting
Is it possible to automatically calculate (using a formula field) what the date of the first and last meeting in Events and the interval from today to the first/last meeting? or would we need to write a custom function?
Hiding old sales orders
Hi, In my sales older tab of the CRM I have hundreds of sales orders sorted by date, is it possible to hide the old ones, so I dont have to scroll all the way to the end to find the orders for the current date?
WorkDrive - Work network drive
I am using Windows server 2012. Clients access the shares to add "Work network drive". Thus, they can access shares like drive C and D. Now I have uploaded my data to WorkDrive. And I deleted the data from the windows server. How can I create "Work network drive"?
Capture responses in CRM
Hello Zoho community, I have the following problem: I would like to send an email to a group of people and would like to be actively confirmed that they have read the email. It would be nice if the email recipient had to press a button and thus confirm the receipt. I would have preferred if I had a field in Zoho CRM in which the date and time of the confirmation were recorded. We use ZohoCRM Plus and have access to - CRM - Survey - Forms - Campaigns What is the best way to solve the problem?
UI issue in Zoho Projects - Upward arrow for expanding the "Add Description" content
Namaskaram Zoho Projects team, We have found an issue with the UI of Zoho Projects that the arrow should be upward to show the content expanded and it should be downward to show that the content has been collapsed. But this has been reversed in adding Description for Subtask in Zoho Projects. Please refer following images. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Integration
Hello, Can we Integrate Zoho forms and Zoho Creator?
Virtual Community Meetups - Canada
Greetings everyone! We welcome you all to join a one and half hour virtual session to discuss and learn how to use email marketing as a tool for consistent customer engagement. Also, email marketing automation will be the major topic of discussion in this interactive virtual session from May 5th to May 8th, 2020. Now, let us take a quick glance into the agenda: Email marketing in the world of contextual engagement Email marketing automation for behavior-based engagement Ecommerce email marketing
Connecting Zoho community page with Facebook
Hi all, Is it possible to connect our zoho community page with our facebook? I would like our clients to be able to use our facebook group page/chat and raise discussions where it also feeds in back to our community page in zoho and vice versa, that way end users are not tight only to community but they can raise the discussions in any other social platform.
Ad-hoc Reporting - Word of the day #22
Ad-hoc reporting is a functionality of business intelligence (BI) tools. “Ad-hoc” literally translates to “as the occasion requires,” meaning reports are usually created for a specific user’s or situation’s purpose. Ad-hoc reports can be as complex and customizable or as simple and plain as desired, and are therefore often utilized by non-technical users. Ad-hoc reports can also describe “one-off” or one-time reports that are created in a quick, unprepared or improvised way. Check this slide deck
BCC should trigger Last Activity Time change
Hi. I just started using BCC - much more user friendly than Outlook plug-in and more convenient than using email within Zoho. It seems to me that when using the BCC feature the "Last Activity Time" is not triggered to show the lead was emailed. This gives the impression that leads are not being managed when looking at this list view. Is there any way to have the Last Activity Time show that the contact was emailed? Thanks. Cheryl
Searchable serial number registration
Hi, I've been searching, but haven't been able to find a solution yet. I'm looking for a way to enter serial numbers in a way we can easily search for the number and instantly see the associated Contact/Account. I'd think this is a basic requirement, but it seems to be harder than I expected. If we enter the unique serial number in a note, whether associated with a Contact, Account or Sales Order, we can search it. However, the search result doesn't show the associated Contact/Account, only the note
getSearchRecords with filter on UpdateOn field
Hey guys, I'm trying to develop an incremental loading process from ZohoRecruit.Candidates and I've stumbled across the fact that I cannot filter by the Update On field. This is the call that is failing : https://recruit.zoho.eu/recruit/private/json/Candidates/getSearchRecords?authtoken=xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx&scope=recruitapi &version=2&newFormat=2&selectColumns=All&searchCondition=(Updated On|>|"2020-04-05 02:00:00") I am doing something wrong? 10x, Bogdan
Candidate Portal - Skills - Where do they show up in Recruits?
In the Candidate Portal there is a section for the candidate to add there skill. Where do these show up? For the life of me I cannot find them in the candidates profile. As a recruiter I would like to see what skills they added from the portal. If I look in their profile I cannot find the skills they entered. Where does the following information show up in Recruits? thanks
小学校プログラミング教育
こんにちは 突然ですが2020年は小学校プログラミング教育スタートの年でした（コロナでいつ始まるか・・・） ZOHOではプログラミング教育はどのように考えてますか？ 私からの提案があります ZOHO CREATORは割と簡単にWEBアプリができますね マウス操作で割と簡単にアプリができます たとえば「学校のクラスのアンケート」とか「席替えの席予約アプリ」なんていうのもできるかな？ でもさすがに小中学生には用語も難解です そこでZOHO CREATORのメニューなどを子供向け用語に変えたりできないかな？ なんて考えています たしかCRMには設定に翻訳という項目があって、これはどうやらCRMのメニューをカスタマイズできるのですね？ 実際に試していないので確かではないですが・・・ これと同じものをCREATORにも実装していただければ、小学生向けや中学生向けCREATORができて プログラミング教育に使えると思ったのです。 ZOHO社員さんだけでなく、プログラミング教育になにかいい案が他にもあればご意見いただきたいと思っています。 よろしくお願いいたします。
Add Private Comment via custom function
We want to use a Supervise rule to input a public comment on a ticket after certain days of inactivity. Can you please help provide with the code to create and input a public comment on a ticket?
Mass delete may have you delete unwanted records?
We recently imported around 20k contacts into Zoho CRM from a CSV-file generated by Salesforce. Around 4k of those had a field 'ISDELETED' that indicated whether those contacts were deleted in Salesforce. We mapped this field to a new field in Zoho in order to be able to delete them later on. Afterwards, I attempted to use the Mass Delete functionality where I used this field to filter the results. After browsing to the last page of results, I checked all contacts to delete and deleted them. The
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