Invoicing Accounts for time logged in Zoho Desk by Agents
I am trying to work out the best means for invoicing my client accounts for the time spent by agents in servicing tickets logged in Zoho Desk. In the reports there is not even a report available to show time spent by account on each ticket with the details of the type of support provided. If it is possible to invoice, which of the Zoho apps is able to pick up on the Desk timesheet entries? I would also want to be able to pick up any tasks assigned to an agent that they work on. Is it possible to
Allow my clients to create account without having a "company"
I deal with individual clients who are not part of or representative of a "company" - it's just a person. When I invite them as a contact and they go to create their account, they're forced to create a "company". This can be confusing and make them feel out of place, as if they don't belong. I'm hoping there's a way my clients can create an account without having to create a "company". I have this problem in Zoho Projects as well - I don't need a client company... just a client!
Deals Migration Problem - "Parent record not found. - Contact ID. The following mandatory field(s) were left empty: - Company ID."
This skipped 100% of my data. Having this problem when importing deals. Some deals only have contacts or accounts.
Can the interview location address be auto-populate with the client address when scheduling an interview?
When scheduling an interview for a candidate for a client, is it possible to lookup the client address (rather than having to type it in a single line)?
Jayanth P R is a ROCK STAR in Customer Support for Zoho Books!
Jayanth P R is a ROCK STAR in Customer Support for Zoho Books! He was extremely patient with me, and that couldn't have been easy. He answered every question with solutions that a beginner requires. I had so many questions and issues due to my lack of knowledge with Books. He's an amazing Customer Service Representative! Warm regards, Cheryl
How do I hide a Dashboard widget from certain users?
I have a sales dashboard with several widgets that show the monthly sales by product line and a user filter so each user can see only their data. A subset of my users do not sell one certain product line, so I would like to hide that widget from their view. I do not want to create a copy of the dashboard for only those users. Instead, I would like to have one dashboard for all users, and those users only see the reports and widgets relevant to them.
Enter value for input arguments
What does this mean? "Please enter the value for the input arguments." Room and Bed Registration is the name of the form I am trying to run this schedule on. I don't know what it is looking for. Thanks so much to all you who understand these things
Setting up Security and Compliance
Hi, When I got to the Settings -> Security & Compliance, I try to edit the Data Protection -> Confirmation Prompt settings, however when I click on the gear highlighted for any of the options such as the "File Transfer", it just takes me back to the top of the general settings page.
What's the best way to start building my shopping, inventory and accounting stack?
I am planning to migrate from another inventory system and online shopping cart. I plan to move to Shopify and use Zoho Inventory and Zoho books for my inventory and accounting purpose. However, I don't know whats the best way to start going about it. Is it better to build the Zoho books first, then Zoho inventory then last is Shopify? Or is it better to build Shopify then Zoho books then Zoho inventory? I hope you get my point and tell me the best way to build this. I have over 1000s of products
Customizing Themes
Is it possible to make slight customizations to the css that drives the themes? On the hosted payments pages, the field tooltips are very close to the background color, making them hard to read for some users.
people are sending me emails but im not getting them,
people are sending me emails but im not getting them. Can anyone help?
Instagram: Are you sure you're logged in to the Instagram account that's connected with this Brand?
One of our collegues logged into his instagram from the main brand channel settings long time ago...now that we're actually trying to go live (we purchased this licence for API testing purposes only) when I hit disconnect from his instagram profile it says "We'll let you know when the account gets disconnected". It took ages so I kindly asked him to do a manual instagram un-authorization directly from his mobile instagram app and he did...he sen't me the screenshots. Now I click reconnect and login
Making an Archive of all Email Campaigns Sent Accessible to our Readers
Readers ask for access to past email campaigns. If we had a link that the public could go to to read our email campaigns, this would be helpful
How to add new Lead to my CRM - php
Hi, I want to use php to auto insert leads. is there a sample how this php file should look? what do i need to include and configure? got lost when i was trying to figure it out. pls assist.
We need static "Authorization: Zoho-oauthtoken" to integrate Zoho apis
We are developer. We have created a form into our website and need to capture users' information from this form into ZOHO CRM as LEADs. We have found api to insert into LEADS, https://www.zohoapis.in/crm/v2/Leads. We need to set header to access api. $headers = array( "Authorization: Zoho-oauthtoken 1000.d402d1455512bce0a1abeb90e6b4d0fc" ); Problem is with authorization token. To create auth token, we found this way. Click on <a href="https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.modules.all&client_id='.$client_id.'&response_type=code&access_type=online&redirect_uri='.$uri.'">Get
Correos desaparecidos
Hola! Me acabo de dar cuenta que me desaparecieron todos los correos que recibí desde junio 2018 hasta enero 2020 inclusive. Yo no los borré, solo desaparecieron todos los correos de ese año. El mail es info@catba-psicoint.com.ar ¿Cómo los recupero? Gracias!
Workflow Rule Limits
We have a workflow rule that sends out a series of e-mails, tasks(lead owner) & letters. Once we hit the limit of 5 timed actions we can't add anymore. What we have done is in the last (5th) action it does a field change in "lead status" to long term. We added a second condition "if lead status = long term" it will begin a series of other timed e-mails. It appears this isn't working. If this can't work this way what would be the best practice solution.
Marketer's Space - Template editor elements - Using a non-default theme
Hello, In the previous post, we looked at a hack to paste text into your campaign. Today, we'll move ahead to a hack about setting up a specific theme for your campaign. A default theme, as the name suggests, is the theme that will be automatically set for all campaigns sent from your organization. In certain circumstances, though, the default theme that you've set might not blend with the context of your campaign. In such cases, to set a header and footer theme that's relevant to a campaign
Insert Lead using API V2 does not set fields to default values
I have a custom field in the lead table which has a default value. Using the old API this field would be set to the default when I created the lead. It appears that in V2 API the default value is not selected and the field is set to null.
Moving and updating on demand videos
Hi, Couple of questions... I have 24 on demand videos lined up... if I wanted to change the order do I have to delete all of them and then add them all again in the order I want? Second... If I need to update one of the videos do I need to remove them all and then add them again? I'm using videos added from Workdrive... If I upload a new version of the file in Workdrive will this new version automatically be used within Showtime? Many thanks for your help. Rgds Jon
Campaign in Review
How long does a review take before a campaign can be send out?
Are the Tasks & Activities Modules the same?
Within Zoho documentation and our own CRM account, I feel like the terms "Tasks" and "Activities" are used interchangeably for that Module. So I am confused: Are the Tasks & Activities Modules the same? If not, what is the difference? In the chart at the top of this page, "Activities" is used. But in the Table of Contents and Body, "Tasks" is used. In the top of our account, "Activities" is used as the Tab Title. But "+ Task" is used on the button. In our "Customization > Modules and Fields" section,
Set Automated event
This code doesn't seem to be working to get an automatic event created once Preferred_Visit_Date is entered, it doesn't seem to be working, can someone please help me out with this. DealDetails = zoho.crm.getRecordById("Leads",lead_id); //info DealDetails; startdate = ifnull(DealDetails.get("Preferred_Visit_Date"),"").toString("yyyy-MM-dd"); enddate = ifnull(DealDetails.get("Preferred_Visit_Date"),"").toString("yyyy-MM-dd"); eventmap = Map(); eventmap.put("Event_Title","Visit Scheduled"); eventmap.put("$se_module","Leads");
UI Issue in Zoho Connect - Night Mode
Namaskaram Zoho Connect team, In Zoho Connect, there is an option for changing the theme to 'Night Mode'. While hovering on it, it shows the option as 'Night Mode'. But after changing it to 'Night Mode', It should be changed into 'Light Mode' or it should be 'Light Mode off'. Instead of this, it is being same as earlier. Please refer following images. Crafted with ❤️ Zoho Gurus | Zoho Connect Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Workflows with translated dropdown fields on mobile
Hi, I tried translating the values of a dropdown field to sapanish and found that my existing triggers related to the options chosen on that field still work while using the web but fail when using the mobile version. Is it a known error? Thanks!
About managing Zoho backstage ticket buyers
初めて連絡します。 私の名前はアンドプラス石原です。 現在、Zoho Oneのパートナーです。 3月に当社が主催するイベントを計画しており、Zoho Backstageを使用してイベントページを作成しました。 先ほどそのページをリリースしましたが、チケット購入者をBackstageに反映させるのに苦労しています。 有料イベントの場合、PayPalで支払うことを選択しました。Paypal管理画面にはすでにいくつかのバイヤーがいます。 （購入者はPayPalからメールを受信しました） しかし、舞台裏ではチケットの購入を確認できませんでした... 無料チケットでバイヤーを確認できたので、なぜ支払わないのか、なぜ... このサイトはリリースされましたが、私はとても焦りました。 あなたが原因を知っているなら、教えてほしい。
How to enter one or more discounts when I receive a payment?
Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.
Cancel subform delete
I have a form with a table of subform rows. I need to allow users to delete rows but not all rows. The capability to delete a row needs to be determined by a value in the subform record. I understand that I cannot conditionally enable/disable the delete function but was wondering if there was another way to achieve what I want. The onValidate function of a form provides the ability to 'cancel submit'. A 'cancel delete' function in onDeleteRow could give me what I need but alas it doesn't exist. onDeleteRow()
Tiny Tip Tuesday #23
Using surveys in our day-to-day lives Tiny Tip Tuesdays are back after a short break! Let's take a look at a few situations where surveys can make your day-to-day lives much easier. Plan a dinner with your college friends Who wouldn't like to take some time out of their busy days and go on a dinner outing with college mates! Run a quick survey in your college group and decide on the time and venue for the meet up. Pick a farewell gift for a colleague When you have a large team working with you, it's
Menu - Sync Across Platforms
Hi, I've just noticed that my menu's are different across the different platforms. Is there a way to sync them all to my laptop view? Thanks
Dropbox Sync with project
Dear All I have noticed some issues with dropbox sync 1) when i put a new file in the dropbox folder even with continuous synch the file does not appear in ZOHO document even after 20 minutes I need to stop the sync and redo it So Zoho has duplicate all the document in ZOHO documents from dropbox wich is a bug it means that if you stop restart the sync then all gets duplicate Zoho sync needs to checkif document already exist and not duplicate it If i put a document in ZOHO it goes immediately to
Zoho People API Sign-In
I would like to create zoho sign-in, kind of like the one google has. I want to input email and password into an endpoint and get all the info from the people employee form. That way i can validate the role of the user/employee. I am just not sure if i can do it right now, the people API seems to be only available for admins.
Sample of ZOHO Analytics prediction function
ZOHO Analytics has a predictive function, which automatically predicts the number of new coronavirus patients. The conditions that can be predicted are quite severe, but simple data with few omissions seems to work relatively well. You don't know what the key predictions are without looking at future trends.
User Lookup
Hello, I'm looking how to create a lookup field linked to users. I don't seem to be able to select "Users" from "Lookup Type". Is there another way to go about it? Thank you.
Keeping track of externally sent emails in Zoho CMR
I'm trying to do the following scenario 1. There is a contact in Zoho CRM with email client@example.com 2. Send an email to client@example from Gmail (or any other email provider) 3. [Do something here] 3. Come back to Zoho CRM and navigate to Contact client@example.com 4. I would like to see email sent in step 2 under Emails section in the client Is this possible? I know some CMR's allow you to add a bcc email in step (3) that makes this possible. But if there are other solutions, that'd be great
Zoho docs sync
Ive synced a computer with my zoho docs account, but i want to keep files only in the cloud. How can i select the files i want to keep on the cloud and which ones on my computer too.
File extension showing on on demand videos added from Workdrive
Hi, Just a little thing I noticed.... when adding on demand video from Workdrive Showtime uses the name of the video file for the name of the video shown in Showtime complete with the .mp4 extension. To make it look a bit more elegant would it be possible in the future to set a specific name for each video or have the .mp4 file extension removed. Many thanks for listening. Rgds Jon
Does zoho support actually exist?
How long do they take to respond to "requests"? What is the best way to get support?
iphone pop failing
Giving Zoho a test drive. moved my test domain to zoho. Pop access in outlook works fine. Pop settings on Iphone verify when set, but when i actually check the mail, it fails, saying poppro.zoho.com is not responding. the settings app verifies everything is correct before it lets you exit, so have no clue why checking email is failing on iphone.
Integração TRELLO - ZOHO CONNECT
A integração do ZOHO com o TRELLO através do CONNECT permite uma sincronização bidirecional?
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