Segregate the Admin Settings from Personal Settings
I am the Super Admin user for my org. Settings page is quite confusing. On this page it's not obvious what is a personal setting (for managing my own account) and what is an admin setting (for managing my organisation). Everything seems to be mixed up. User Management section - seems to be an admin setting. Password Management section - seems to contain both personal settings (like Import Passwords) and admin settings (like Password Policy). Admin Configurations section - seems to contain admin settings.
Context menu
Need a right-click context menu on password items (secrets) for actions like edit, delete, share, clone, move, copy username, copy password, copy URL, go to URL. It would also be useful on folders (chambers) for actions like manage, rename, delete. Need this in the online vault, small browser extension and (the upcoming) full page browser extension. You have left click to select an item, and then you show copy options for various fields. And you have left click icon for launch, edit, share, menu.
Vendor module - multiple email addresses per vendor
We have recruitment agencies wherein multiple people from that vendor company would be emailing us. I guess this is quite normal practice. Currently the vendor module treats one email address as one vendor. That's not suitable. The vendor module ignores anyone else from the same agency! It should allow multiple email addresses/users from the same vendor. This is for tracking of emails, sharing of jobs, portal login etc.
Hotel Management Built in App issues
Hi, 1. There are many flaws in the Hotel management bulit in app.we are not able to completely use it or refer it to cumstomers. 2.(Eg) in the subform the "Mandatory Fields are Hidden" . When I fill the form and Submit, it throws an error that fields should have value. In this scenario how can an user fill the forms?. 3.This app is not full fledged and ready to use. 4.Have you completely tested it and checked or not?
Incoming calls on iphone
Hi Community Has anyone been able to solve the problem of iphone not being able to pickup incoming calls in the Zoho CRM app? I know it can be done if you have a PBX system, but I just have myself and an iphone. Surely there must be a way to do this. I don't believe it's because "Apple has locked it down" as Zoho states, otherwise the PBX systems wouldn't work either. Who is the guru who can solve this?
How to sort result set from getRecords
Anybody have a code snippet to show me how to sort the result set from a call to getRecords() Here's my working function call: records = zoho.crm.getRecords("Articles_Press",1,100); return records; it would be ideal if getRecords could take a CRM View as parameter, and also specify a sort column, and sort order as parameters.
Using Added Time in a Pivot Chart
I am trying to find a way of using the Added Time field in a pivot chart. I thought you could previously create a pivot chart on a view (which contains the auto Added Time field) but it seems that now I can only create charts on forms. Can anyone help with how I can achieve this?
Is there a way to reset A/B data?
I'd like to know if it's possible to reset the values of a paused A/B campaign, so I can start it again with empty values for conversions and visitors. Thanks
My LinkedIn account through Zoho Social is not sorting by date.
Hi, my Published posts for my personal LinkedIn page in Zoho Social is not sorting by date. My company Zoho Social LinkedIn Published page works fine and is sorting by date correctly. It's not a problem in my Buffer account for LinkedIn personal pages. Please check and fix. It doesn't seem to be a LinkedIn issue.
How to use Lead Scoring in CRM
We would like to introduce the use of Lead Scoring by including some logic that will depend on the value of fields in Contacts and Leads. I am in doubt what module/function to use for this. So far I have found this: 1) There is an option to install a "Lead Scoring Module -> Score Criteria Builder", but it does not work and says that it is down!? 2) There is something called "Scoring Rules" under Automation in CRM. 3) There is a module called "Lead Score" in my ... menu in CRM What should I use
How to convert a number to a string of the month name
Hello, I am using the .getMonth() function that returns the number of the month of a date field. How do I convert that number to a string of the name of the month. Example, how do I convert the return value 1, to display "January" as a string? Thanks in advance!
自動で商談名を「取引先名＋様＋作成日付＋商品･サービス」にするコード
自動で商談名を「取引先名＋様＋作成日付＋商品･サービス」にするコード です。 需要あるか分かりませんが、必要な方お使いください。 例：「＊＊＊＊様 20200213 ワッペン」 関連タブ 商談 SHODAN_ID = 商談.商談のID 以下はDelugeコード dealDetails = zoho.crm.getRecordById("Deals",SHODAN_ID.toLong()); newdealname = ifnull(dealDetails.get("field19"),""); mp = Map(); mp.put("Deal_Name",newdealname); update = zoho.crm.updateRecord("Deals",SHODAN_ID.toLong(),mp); info mp; info update; 「 field19 」は カスタマイズ ＞ タブ＆項目 ＞ 商談 ＞ 項目 ＞ 商談名自動生成；数式（文字列） 「 field19 」の数式は「Concat(${商談.取引先名},'様',' ',Substring(Tostring(${商談.作成日時}),1,4),Substring(Tostring(${商談.作成日時}),6,7),Substring(Tostring(${商談.作成日時}),9,10),'
Ip addresss tracking
Hello Zoho Forums, Does anyone have any idea how to automatically save the ip address of a visitor who is tracked on salesIQ? I'm trying to save the IP addresses of unique visitors but the only report that gives any information on it doesn't give me any addresses and furthermore I don't want to sit on salesIQ all day to manually save the addresses either. Regards, William
Issues with Zoho mail
Hi there, I had a free account, but now I have upgraded to Mail Lite. I have my own domain Before I using Zoho, I used to read my emails in Gmail with Streak plug in - which allows us to track if email has been read, open and how many times. From my understanding, Zoho mail doesn't have this feature so I wanted to do either use an external app like Mailspring or Gmail again. I have downloaded Mailspring and I followed instructions with IMAP setting, but I keep getting errors even though my password
Zia Data Enrichment is not supported in Marketplace
Dear all, We have discontinued support of Data Enrichment feature as a plug-in from Marketplace. It will soon be available as an in-built feature under Setup > General > Zia. Once rolled-out the Data Enrichment tab will be displayed for all the customers under Zia. Existing users' data has already been migrated and they can view it under the Data Enrichment tab in CRM. Kindly refer to our help doc for more details. Regards, Anumita Gupta
Show discount percentage instead of discount amount
Hello, when I print a PDF quote I need to show the discount with percentage and not with amount in euros. Is it possible to do this? Thank you, Ll.
Product in Opportunity
Hi, So any idea's on what I am missing here, statement of need: Within an opportunity to add multiple products (from the product module) and provide a quantity so we can cross reference products and qty's as an order becomes more mature, to aid factory forecasts. Methods attempted: Related product list, this only allows us to place one product at a time into an opp and does not allow qty's to be added, as its one by one, its very slow (especially as we have 2-3000+ SKUs). It can also only be done
Please explain the differences between Zoho CRM and Zoho Contact Manager
We currently have Zoho CRM, but are not using all the features available. Can you please let me know the differences between CRM and Contact Manager? Maybe contact manager is all that we need? Please let me know. Thanks,
Edit pick list
I can't find out how to edit the pick list for the 'Industry' field in the 'Accounts' module. Is this facility not available in the free version?
Offline Access - Not via mobile!?
Hello, I'm looking at Zoho Creator for creating a sales tool. This is so our sales team can generate quotes on a bespoke level when in a face to face meeting with the customer. Our sales team will not have internet access during this meeting, I see you can get offline mobile access, but our sales team use laptops. Is it possible to get offline access via a web page of some sort? Thanks Danny
Emails Not sending to Gmail Accounts
Getting an error message when trying to send email to Gmail accounts
Kaizen #18 - Ruby SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the Ruby SDK. What is the Ruby SDK for Zoho CRM? Ruby SDK allows you to create client Ruby applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middle ware between Zoho CRM and a client Ruby Application. What can you do with the Ruby SDK? Exchange data between Zoho CRM
Remove Tags via Custom Function
Hey Guys, How do I remove tags via custom function? I can't find the API name for Tags in the Deals module. I know there is a workflow to remove tags but it forces me to choose the tags that needs to be removed. If my agent creates a new tag, it won't be included in the workflow. I think the better way is to write a custom function to remove tags once a Deal reaches a particular stage. Any custom function to do this? Thanks in advance!
Help Center not working
Why am I getting this blank page using the new themes on some computers when I try to go to our Help Center page? On exactly the same PC another Help Center with the old theme is working perfectly.
Spotlight 18: CRM for Backstage – Centralize your attendee database
You've probably made a lot of connections at your event and have a lot of people interested in your product or service. However, for an event to truly succeed, you need to be able to build on those connections, to make your attendees your customers and
Authentication Token
Our Developer is working on custom functions to exchange data between Projects and Desk and we have Blueprints set up in Desk and need to invoke transitions from Projects. Our Developer needs an authentication token, preferably the same token, for Projects, Desk and Blueprints in Desk Is this possible? I raised this as a ticket request 28 days ago but have had no response.
Web clipper on iPhone app
Hi. Web clipper gives the impression of having down its magic when I use it in safari on my iPhone (a ‘tick’ appears) but then nothing at all actually appears in any of the notebooks I have. Am I doing something wrong or is it in fact that web clipper isn’t functional in iOS 13? Thanks in advance
Ticket Template - Send Email To Customer
Hello Is there a way to send an email to the customer which contains the Description set up within a Ticket Template? We have set one up and the Ticket Template populates the relevant fields and adds in the description text however the customer only gets the "Acknowledge Contact when a new Ticket is received" email with no description included. TIA
Batch ticket update
Hello, I need to update a large number of tickets of every user of my zoho deks platform. For this task I wrote a console app scheduled in windows server (without user interaction) that read my work report in the business manager software and for every closed work I will update the relative ticket. I used AuthToken for login but when I tried to read organizations and tickets the api send me unauthorized result. I think I can't use the OAuth2.0 because I need an auth ticket without expiration (not
Can I get the average ticket reply time from Reports Overview in another dashboard?
I have a set of metrics I need to get every week and they are not all in one place in Desk. I'm trying to create a dashboard that will have all of the metrics I need. Average first response and Average Resolution time are 2 of the metrics I need and they are in the Average Ticket Reply Time section of the Reports Overview. Is there a way to get that data in a dashboard without having to create a new report?
Tip of the week 27 - 3 ways to engage customers via email marketing
Customer engagement is the most essential when it comes to business, yes!? The benefits of engaging customers, in Email Marketing, ranges from improving customer relationship to growing business revenue by creating a clean email list, increasing the email delivery rate, etc. Here's to encourage marketers to grab the essence in improving engagement strategies with customers. If you are ready, now is the right time to strike out the below "ARC". Appreciations - Foremost, closing your deals should
Multilingual Help Center : Category Sections are displayed incorrectly
A multilingual version of an article gets directly placed into the first section/sub-section/sub-sub-section (Category Tree Location) when it's being recorded. You then have to edit the article one more time and fix its location in the KB for it to be placed into the correct section location. Also the article is being displayed in an incorrect location when you later on try to edit it even it's being correctly published and located on the Help Center. PS : I haven't edited any original English articles
Mobile version of the website issue
I use chrome, firefox and opera mobile versions of the web browsers on my phone. When testing the site. When I scroll down. It skips down the page. It happens the most at the top around the bottom edge of the page image. I can't figure out why. I tested different elements to see if that made a difference. It still jumps down the page no matter what I use. This is on the mobile version of the website. www.techprospace.com
How to create Pareto Chart like this
I try to create a chart like this image: The Acc axis is "Running Total", but show as "%Accumulate". This is what I can do. My problem is : 1. I can not sort bar chart from Max to Min (Desc.) while line chart is sorted by Min to Max. 2. I can use "District Count - Running Total" for Acc. But it cannot show as %Accumulate. Do you have any idea for this case ?
Integrate Zoho Books EXPENSES with Zoho Desk
Hi, I have noticed that Zoho Desk integrates with Zoho Books for Invoices and Estimates. Can you please enable it to integrate with Expenses within Zoho Books? Many businesses like ourselves will need to either ship something or pay-out to our customer in regards to our tickets. I would like to be able to create an expense in Zoho Books that links to the particular ticket in Zoho Desk.
Spotlight #2 - Part 2: 5 Custom Features you shouldn't miss in Zoho Sprints
Welcome back, We are happy to write our next part on customization. This part will cover some simple yet interesting custom features that you can try. Using the first five custom features that we discussed in our part one , Helen has created a sturdy business process. Now, let us walk through how Helen uses the next set of custom features in her business. Quick Overview Helen runs a software sector and is currently working on an e-shopping website. Using the custom features, she has effectively
How could we retrieve desk notification mail sending list
We are trying to list the tickets which the system has sent notification mails to. Is there any method?
"Print Tickets for Zoho Desk" extension : The printout format is different than the advertised screenshots on the Marketplace extension page
Print Tickets for Zoho Desk Our printouts do not include any text formatting (such as line spacing, font size, font color etc) from the original ticket threads. The advertised screenshots on the extension marketplace page do show that the printouts also include almost all of the formatting including line spacing, images, font size, font color etc. This extension is a crucial one for us but the outputs make the printouts almost unreadable. Original Ticket Thread Printout Format
Register for our webinar on Intelligent Triggers and learn the subtle art of nudging customers!
Greetings! We hope you're in the pink of health! Every business has a customer base and every business owner is anxious about keeping this customer base engaged. If you're looking for a simple customer engagement plan to communicate with your customers and prospects, then this webinar on Intelligent Triggers is for you! Intelligent Triggers in SalesIQ are used to trigger actions to your website visitors at different instances and grab their attention. With triggers, you can perform predefined actions
Update email links clicked
Hi, I would love to know how can I update the links clicked in the email to my contacts? I understand that for the poll clicked, i can filter by expression and do a mass update in zoho campaign detail report, but where do I find the list of email address of who clicked which links that i've embedded in my email? I would like to tag / create a field to track and record on contacts clicked links also, is it possible that this 'poll clicked' field and 'link clicked' field to be added in zoho crm? by
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