External Workdrive users can't create folders
When I start a project, I create a folder in workdrive, and then share an external link with the client so he can upload files. I just noticed that my clients can't create folders, so the only way to upload files is all mixed up in the main folder. Is there a way to allow folder creation inside a shared folder? If not, could you add it?
Disabling Email Template: Acknowledge contact on receiving a new ticket
Hi Everyone! Depending on how you use Zoho Desk, it may or may not be necessary to have an email sent at the time of ticket creation to the contact/customer. However, I'm not seeing a way to disable that ability nor to disable the email from notifying when a ticket has been completed. Has anyone encountered this or found a way to deactivate?
How to put attachments with CASES
Dear Team, In automated response in CASES, we need that with - We should be able to attach documents with CASES. To get the ATTACHMENT uploaded in the Template so that , when the automated response is emailed , the email contains the respective attachment (of that relevant case only). Kindly assist asap.
Añadir campo Facturación en una plantilla de correo
Hola, me gustaría saber como podriamos hacer para en una plantilla de correo meter el campo de si se factura o no, para que de esta manera cuando nos llegue el aviso al correo con una plantilla que tenemos creada veamos de un vistazo rápido si esa incidencia es a Facturar Si o No. Ahora lo podemos ver por qué añadimos un campo personalizado y sacamos la variable de ese campo pero no encuentro como sacar el valor del campo ya creado en Desk Billing o not billing. Gracias. Saludos.
ZOHO flowやzapierの難点
数日前より ZOHO flowやzapierで特定のフローにエラーがでるようになりました 具体的にはSQUAREなんですがどうやらSQUAREに原因がありそうで 仕様変更などがあったかもしれません 時間がなく原因の特定に到っていません それはともかくフロー系の処理や最近流行りのRPAは どうしてもこちらでは対応しきれない仕様変更があるわけで ＡＰＩでもある程度同じだとは思いますが フローやRPAはあくまでも補助ツールと思っていないとエラー時にあたふたしますね SQUAREに関してはＵＳは対応しているので日本でも ZOHO oneでキャッシュレス決済まで対応して欲しいのですが ガラパゴス日本では期待も薄いです なので最近国内よりもグローバルな業務の方がZOHOも効率的に使えるかなと思っています 話変わりまして それで先日ご紹介した 台湾の会社に声をかけてみましたら 台湾zoho 電話してみました。 去年9月から代理店始めて セールスフォースとzoho 両方導入してます (現時点 S38例/Z15例) コンサルタントなのでツールはお客様の選択。 ということで外国の会社は素早いですね 我々も負けないで積極的にいきたいものです
Dashboard component that shows the number of tickets open more than 7 days
I'm trying to create a dashboard that contains all of my metrics that I need to report to my boss. One of those metrics is the number of open tickets more than 7 days old. I can get a component that lists all the tickets but I haven't been able to find one that just shows me the number. I've created a custom report but I have to run it 4 times to cover the 4 years of Desk tickets we have (users often reopen old tickets instead of creating new ones). Is there a component that will do this?
Community Digest: un resumen de enero de 2020
Community Digest, enero 2020 ¡Hola, miembros de la comunidad! El mes de enero ha supuesto un mes de nuevos comienzos y planificación para el año 2020. También para nosotros, con la preparación de los meet-ups de principio de año, o de nuestro evento estrella, Zoholics España, que se celebra este próximo junio. En la comunidad hemos podido disfrutar de nuevo contenido, en forma de consejos y trucos de CRM, y por supuesto, de vuestras propuestas, ideas y consultas. A continuación un resumen de lo que
Multiple Ticket forms?
Hello, I'm looking at having multiple ticket "forms" with different fields based off the type of request. For example, we would like to have a form requesting onboarding for a new hire. Some specific information is required and wouldn't be needed for a standard help desk ticket. How exactly would I accomplish this?
Is it possible create record on Zoho CRM from file (e.g. .csv) via deluge script?
Hi I'd like to know, how create record as batch from a file, like .csv. As deluge script, get all elements info (key-value) of record from file, and create record by zoho.crm.createRecord. It is my expect. Is it possible? If possible, can someone share very simple sample program? Best, Kunio
Custom Views are gone
Somehow this ended up as a "request" no idea what that is, I wanted this to be a public ticket I didn't archive the views. I still want to use them. What changed????? How do I get them all back? Why did they get archived in the first place?
zoho.creator.getRecords (Using creator name fields)
I have been having a problem for a few days trying to use the function zoho.creator.getRecords in order to pull creator records into zoho CRM. The problem seems to be that conditions entered into the function will not work if they are asked to use a field that was created using the name field in creator. The syntax for the function is given in the help page here: https://www.zoho.com/deluge/help/creator/get-records.html I followed this exactly and found that it worked fine for everything until
Zoho events - automation rules
Hi - is this automation going to be specific to a particular contact if the event was booked with them as an attendee? Or is this going to apply to any contact in the CRM on every single event? I am trying to have a field update be triggered to let me know an event was booked, which then creates a task, once a particular contact books an event....
Delete all contact list
Hello dear i imported the contact list many times and that's caused duplicated for records more than 4 times for each contact i tried to select the contact all and delete them manually but couldn't find this option and it's possible to delete them one by one so how can i mass delete the whole contacts and import them again !!
Searching in the knowledgebase
Searching in the knowledgebase is not working correctly. You need to search twice to get the correct results. Please see video. https://www.dropbox.com/s/73ya1sl0vcr12ko/searching.MP4?dl=0
Revamp your institution's admission model with the Edubot!
Students always have numerous questions and they need immediate assistance with respect to that. Assigning a dedicated human staff to address this may not be as effective because human resources definitely have certain limitations and they can only meet with a handful of students every day. In this case, it becomes crucial for educational institutions to improve their student communication process, especially during the admission season. Zobots can remodel your current admission structure and enhance
Zoho creator compare dates
I'm trying a few weeks ago to do the following without success, if anyone can help me i will appreciate your help. I have 3 forms one is for the employees, second are a list of projects and the third is where I assign an employee to a project. My problems is that when the user try to assign an Employee two time in same dates i need to send an informative messages to the user, without use cancel submit (if i use this line i can see the message but can't save the record) In this form (Assign Employee)
Custom Client Portals
We implement quite a lot in the Building and Construction industry and we had about 200 builder clients. This is where the idea started, but then we had some finance companies that wanted to also display data from custom modules. The key requirements are to 1. Create the portal access from a custom module, client and subcontractor access. 2. Pull data/fields from custom modules. 3. Enable or Disable records from appearing in the portal from CRM. 4. Have attachments associated to the portal, so
データサービス【2月13日（木）,20日（木）無料セミナー＠東京】 Zoho CRMをもっと快適に、スマートに！ カスタマイズ事例紹介セミナー。～皆さまの「こんなことできませんか？」を実現してまいりました～
データサービスで来週、カスタマイズ事例紹介セミナーを開催します！ 「こんなこと、できそうだけど設定方法がわからない。」 といったお悩みをバシッと解決してまいります！ 奮ってご参加ください。 セミナー詳細 お申込み --------- 中小企業のZoho CRMのご担当者様、管理者としてお使いの方に向けた、 データサービス初の事例紹介をメインとしたセミナーを開催します。 Zoho CRMの拡張性の高さは好評いただいているところなのですが、 「見積書を自動で作りたいのですが...」 「人手をかけることでなんとか乗り切ってるけど、本当は自動化できる部分があるのでは？」 「カスタム関数ってどこまで、何ができるんでしょうか？」 といった、モヤモヤを抱えたままお使いの方もいらっしゃるのではないでしょうか。 弊社がこれまで、導入支援やサポートサービスを通してお問合せをいただいているお客様からも そのようなお悩みをよくお伺いしております。 今回のセミナーは弊社が実際に導入支援をさせていただいたカスタマイズの事例をもとに、 「こんな用途でこんな機能を実現できました」という形で紹介いたします。 せっかく高い拡張性を備えたZoho
Delay Automated Emails - Going on a Holiday!
I have numerous contacts and leads under my name, which have workflows tagged to them. However, I will be going on leave soon and I am afraid that they would receive emails from me during the time that I am away. I can't stop the workflows as my colleagues are also using them. Any solutions?
Exchange Activesync Not Sending Emails
I've been having an issue since Tuesday where none of my Exchange connected devices can send emails (2 Apple IOS devices, and Outlook). It was all working fine until then. There aren't any error messages. I send the email, it acts like it was sent, and just never shows up in the sent items folder. I've tried this against all of the mail accounts I have setup in Zoho, it doesn't work in any of them (verified against email accounts I have with other providers). Anything I send through the Zoho website
Zoho Mail Customer Service (704) 764-1190
Find contact information for Zoho Offices, sales enquiries, technical support, press ... Not sure where to start with Zoho? ... Email: cn-sales@zohocorp.com
Create invoice in Zoho Books gives "Invoice Number can't be empty" error
Hi, I get the following error when trying to create an invoice in Zoho Books through Zoho Flow: "Vous ne pouvez pas continuer si le champ numérique Invoice est vide. Entrez un nombre Invoice valide.",(screenshot 80), which would translate as: "Can'T create invoice if the invoice number is empty. In Zoho Flow, it says that "Invoice Number is mandatory when Ignore Auto Number Generation is True". My Ignore Auto Number Generation, however, is set to False. (Screenshot 81). Thank you for you help!
Move record from one report to another
I wish to know how to move a record from one report to another? We have a Documents/Contracts form which contains a file upload field, a status, and a type. These documents update often so whenever we change the status to "Archive" we'd like the record to move to another report. I know we can set filters however we also have an "Account" form and report that we most often refer to. In the "All Accounts" report some entries have many documents/contracts and we wish not to have old expired documents
Insert iframe into page
Hi there! I know this is probably super basic... sory, i'm a basic user. How do i insert and give name to an iframe into a page, so i can then use that iframe as a target to show a report based on the user imput in a statless form inside the same page. I have created th statless form and placed the open url code in a button. That part works great. What i can't or don't know how to do is to create the iframe in th same page and name it.. Thanks!!
A Couple Blueprint Update Ideas
Would it be possible to have blueprints applied to a task, even if they did not meet the blueprint requirements when they were first created? I.E. if they are updated and THEN meet the requirement, the blueprint is associated. I have a blueprint which is set to be applied when certain people are assigned a task. I tend to create tasks by clicking the "Add Task" button underneath each Task List in the Task List view. I just give it a title then hit Enter. Once the task is created, I click into it
Date Format Doesn't Convert
I'm importing data from Google Sheets I'm trying to change the date format of the "date" columns to mm/dd/yyyy. In my original Google Sheet, the format is mm/dd/yyyy. The initial date format in Zoho is 17 Apr 2017 00:00:00. When I change the Format of Date Columns to mm/dd/yyyy, my date column in the table preview is then changed to a Plain Text data type. If I change the data type back to Date and then create the source, I get errors on the entire Date column: "RESET : Invalid Date value." Is
Error: Missing configuration for Zoho OAuth service: refresh_token with Node.js SDK
I'm using Node.js Zoho SDK and getting "Error: Missing configuration for Zoho OAuth service: refresh_token" during execution of some get and search APIs. I've implemented the saveOAuthTokens(token_obj), updateOAuthTokens(token_obj) and getOAuthTokens() methods. I call ZCRMRestClient.initializeWithValues() method before test execution with values of client_id, client_secret, init_refresh_token and mysql_module. I payed attention, that once expiry time is reached and mysql_util.updateOAuthTokens
User in wrong instance (Solved)
Hi, A user on Zoho One went into Bookings app before we had chance to allocated them. Is there any way to remove them from their instance, so we can re apply them to the correct Bookings app? Thanks
Verification d'un domaine
Bonjour, Qui peut m'aider a verifier mon domaine. Je ne sais pas où modifier le TXT, CNAME et le HTML. Merci pour votre aide
Permissions Problems - Keep leads visible to Lead Owner
Hello, I am sure this is a common problem, so if someone can just point me in the right direction, I would appreciate it. I tried calling Tech Support, but they barely spoke English and did not understand my inquiry. What I want to do is to allow vendors to input leads into my Zoho CRM and give them full ability to track ONLY those leads throughout the entire process. Right now, when they assign a lead to me, it vanishes from their screen. So my permissions are being triggered by the Lead Owner.
Name format in zoho crm is Unique for users ?
Hi, 1. Is the name format unique for users in Zoho CRM? 2. The name format set by the super admin in Zoho CRM will appear for all configured users ?
How to make important website content stick
Sticky content is one of our newest features and allows you to fix certain sections and elements on your page so it follows as you scroll. It's a great way to help you emphasize important website information. Check out our blog to learn more.
Stars rating disappearance
Hello there! I already sent a message in private to Zoho but I hope I am not alone with the problem so I post my request here aswell. We used the stars ratings system for our customer's feedback and we were really happy with it. It was simple and really precise. It was one of the arguments for choosing Zoho. We then discovered the disappearance of the stars for 3 ugly smileys (yes, I know, I can change that). But it really doesn't go with our company's image, it isn't precise and destroyed our stats.
Trigger Email Template and Reverse Email
Hay , Want to Create one Certificate Template and Triggered to be sent by Email When the Invoice is sent . Certificate will be automatically populated by fields from the Invoice .( Pictures of the Service will be Emailed to Me after the work has been Completed , These Pictures need to be included with Certificate. ) How can we Automate this Process ? Thank You in Advance .
Zoho CRM Analytics / Dashboard components
How can I share or export dashboards or their components to a corporate intranet or similar for wider access to people outside of Zoho? This is from Zoho CRM I have found there is an Embed URL option against each component but I can’t find any instructions and don’t know how this works? Alternatively is there an API or JSON export?
transfer input of fields from leads to opportunity
How to get values from leads carried over/transferred to opportunities? We are using a field called "lead source" and want to show the data in the opportunity section after a lead gets converted to an opportunity. How can that be done?
Sending repost by email FROM the creator of the report
Hey, we have several reports that we would like to send periodically via email. I've set up an Email Schedule but the sender of those emails is either me (as the admin) or notifications@zohoanalytics.com. The user who created the report would like it to be send on his behalf, so he edited the Email Schedule and set his email address (and of course saved!). The email is still being sent on my behalf, and I don't even see the email of the user who created the report. How can we solve this? M.
Mailgun Integration
Is there an out of the box integration for Zoho CRM and Mailgun? We send a lot of transactional mail via Mailgun and would like copies of it in the CRM.
Not receiving mail from google gmail accounts
I set up my account, started testing from my gmail account thinking my email wasn't working. Turns out I can receive email from any other account I've tested with EXCEPT gmail. Any ideas?
Triggering transitions/statuses on Desk from the Bug Tracker task
Is it possible to trigger a blueprint transition or change the status of a ticket on Desk from a Bug Tracker task which has been linked with a Desk ticket?
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