Adding Domain is RESTRICTED
I have experienced this problem so many times. This time, I can't add the domains CareerRenegade.com and FashionPlot.com because of This Operation has been restricted. Please contact support@zohomail.com for further details I already sent emails to support and have not received any reply yet. Please fix this ASAP.
Auto populate a feild from another form
as above
How can I divide an invoice into regular payments
How can I send an invoice for a total amount that will break down to monthly payments so the client can receive a montly voice that will be applied to the total? For example, total due: 1000 jan balance due: 250 Remaining balance: 750
Firefox Web Clipper Annotation Not Working
Hi, When you take a screen shot using the web clipper in Firefox none of the annotation functions work. Could you take a look when you get a minute. Many thanks. Jon
Can a Workflow Condition evaluate based on a blank/null/missing/empty date
Within a Workflow Rule I want to trigger and email X number of days after a start_date field, but only if the expiration_date field is blank/null/empty.
How can I collect in Zoho CRM email enquiries from different emails?
How can I collect in Zoho CRM email enquiries from different emails? I will explain. We have 3 different email addresses to which the appeal comes. I want to import these enquiries automatically into Zoho CRM. Tell me please is it possible to do this.
Access_token not obtained
I get the token according to the operation flow of the help document, but an error is reported during initialization.Here are some screenshots of my operations in eclipse.
Page break detection for table in Print Template
Hello, is there any option to stop table made of subform values, to be cut on end of page ? I mean it would be best if it will finish on row before end of page and continue table on next page with new header
Restore deleted Campaign
Hi Team, I by mistake deleted a campaign that was sent on 05th Nov 2019. Can you please help in guiding me as to how can I restore it?
"Locate stores near me" integration
Our goal is to be able to input a delivery address into Zoho CRM and pass the address to the store locator for looking up the delivery distances. We want the locator to indicate the delivery cost and container pricing for the location. We want the ability to pass the information back from the store locator to the CRM. Example: Customer calls and gives us a delivery address. 123 Suzie Lane, Los Angeles, CA This address gets input into the CRM. We click the webtab and the store locator pops up with
Adding URL field in Projects tasks
Hi, I use Sharepoint as a repository for my documents. As there is no option to use it like Docs or Google Drive, I want to use as a workaround a link from the task (or Project) layout. Recently, I found a new field called URL. I have added to my task layout but it is not working. I just behaves as a standard text line, no hyperlink in it. Any help? Thanks in advance. Regards.
Unusual sending activity detected
Hello, I'm using my Zoho Mail to send emails using the NodeMailer on my nodejs app and I'm always getting the this message that my email has been blocked. So my question is: is there a way to use my email in this api without having blocking issues?
Sender names not being displayed in the "From" field.
I have just started using Zoho mail, and so far, I love it. One of the things I noticed it is that, when I get an email, it will sometimes display the sender's email address instead of the sender's name in the "From". This usually happens on newsletters, and emails from companies. Although I understand this is to prevent display name spoofing from spammers, this has inconvenienced me greatly because I do not instantly know who the email is from. If I want to see the name of the sender, I have to
Assign different Timesheet Settings to different projects
Timesheet Settings are only Org based and different type of projects require different approval process, log period and log restriction. Please consider adding the possibility to define this on project level as well.
A question about an email template
Hello, I am setting up the email template that goes out for "Notifying an agent when they are mentioned in a comment" for Zoho Desk. I am trying to format the template so the greeting uses the agents first name. The below template is what I am using, but I am not seeing a place holder for using the first name of the agent that is mentioned in a comment. Can anyone tell me if there is a place holder for that? Hi ${Cases.Recipient Name}, ${Cases.Recent Comment By} mentioned you on ticket #${Cases.Request
PhoneBridge API for 3rd party integrators
Hello, I called support and they stated that the PhoneBridge API used by 3rd party integrators for other phone systems is in development and is not currently available. Is that true and when is it expected to be available?
While adding Customers through webrequests, some information are not being registered.
This was my final JSONstring: {{ "contact_name": "AutomationTestingF_PrajwalRaj", "first_name": "AutomationTestingF_PrajwalRaj", "company_name": "Insta", "email": "xyz@abc.com", "phone": "9999999999", "mobile": "9999999999", "billing_address": { "attention": "PrajwalRaj", "phone": "9999999999", "mobile": "9999999999", "pin": "232423", "zip": "232423", "address": "grerte rt erte" }, "gst_no": "AAAAAAAAAAAAA", "gst_treatment": "business_gst" }} Here, Customer
Not able to post on Instagram, Account already connected
I have done already connected Instagram page, but not able to connect it.
Add option to select all modules and fields when importing data
When you want to add all modules and fields it takes a lot of manual clicking to add everything depending on different data sources. The example below if for Zoho Finance which involves a lot of modules and fields. Please consider adding a checkbox or some other way off selecting all modules and fields at once. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner www.mladen-svraka.hr
The Ruby SDK for Zoho CRM is released!
Hello everyone! Have you been waiting to integrate your Ruby application with Zoho CRM and use our APIs? Well, here's good news! We are pleased to inform you that we have added a new gem to our collection of SDKs—the Ruby SDK! The Ruby SDK comes bundled with all the necessary classes and methods to make API calls to Zoho CRM easily. All you have to do is install the gem using the below command and use the necessary methods to make API calls from your application. gem install ZCRMSDK Refer to our
Lead Management Best Practices
We are a small publishing company specializing in agriculture and healthcare publications in Central Florida. We are looking for a better way to manage are lead process. Current Practice: Sales staff enter a prospect as a lead. If they close the deal it is converted to an account. Problem: Sales staff spend most of their day arguing who should retain ownership of the lead. Dilemma: We are wrestling with how to manage leads. Our sales staff has no assigned territories or product/service lines.
Country codes in Zoho
Hi Team, I am integrating shipstation with zoho flow and it is working fine with custom functions. I am running into a concern where the country codes in shipstation is required to show the coutry information. It looks zoho does not save or have the country code information. So it looks I have to put 190+ if-endif conditions to check country name coming in invoice and add country code self in the custom function ? Thanks
Email forwarding and Group Email not working
I have an issue with a group email not working. When I send mail to this group, it does not distribute as it used to. This group is web@deepinks.com. Also, I currently have email forwarding setup for info@deepinks.com and it does not forward either. Please let me know how I can resolve this.
Cif en Factura
Buenas a todos, a ver si a base de colaboracion hacemos este foro el mas grande ;). Tengo una consulta para las facturas, tengo Zoho One y que aunque he aplicado un apaño, no me parece lo más correcto. Yo uso una de las plantillas de factura de Zoho books, y en ninguna de ella me da la opción de que se ponga el CIF automaticamente, hay alguna forma de hacer que aparezca? Mi solucion “momentanea” a sido que en el nombre de empresa, despues del nombre le pongo el cif, tipo asi. Nombre empresa SL.
PHP SDK token expires
Hi, My application has been integrated with Zoho CRM with the API. I created the client, and used the self client option to generate a grant token. Token persistence is set to file. I generate the access and refresh tokens within the time limit selected from the grant token. They are persisted to the set file. Requests all work fine. However after hour or so they no longer work. And I have to get a new grant token to generate new access / refresh tokens to get it to work again. From the documentation,
Just upgraded and Cannot Find 'SalesInbox'
Hi All, I'm new here but I just upgraded to the paying version of Zoho CRM, especificially because I really find the SalesInbox useful, but now I can't find the module. Can you please help? Thank you! RJ Jacquez
Zoho Desk Community Digest - September 2019
Top Product Announcements Introducing Goal Metrics for Zoho Desk Other Enhancements Grammarly extension now available in Reply and Help Centre editor Ability to restrict the Total Cost field Attaching files from Zoho Workdrive is now possible Ability to generate reports with the comments and contracts module too Ask the Expert Session Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts
Reports are not tracking emails properly
Lately my sales team is unable to show accurate numbers for emails sent and received in Zoho reports. I was told by Zoho that we have to physically respond to every email in Zoho CRM. Dashboards, Email Analytics, Emails and calls analytics report all shows different numbers. I just need to know how many emails my sales team is sending and receiving on a daily, weekly basis. We use Outlook. Is anyone else having this issue? Does anyone know how to combat this issue?
Set default field value when adding new records
Hi, we need to set default values to some standard fields when adding new records within a custom module, because of these fields are marked as mandatory, we must fill in whatever value but in our case, anything is valid. In order to automate the process, is there any chance to set a default value?
Columns too far apart
I changed a field to be size: Large instead of Medium. After this I noticed that there was a wide gap between the two columns. I switched the field size back to Medium but the gap didn't go away. I also added a subform, perhaps that had an impact? I've opened the form up for Zoho to edit/help. Is there anyone who can look into this form width issue? Here's a screenshot of my form next to what a normal form would look like:
Attaching File or linking ZohoWriter doc link to Desk Ticket Templates
We currently use CRM and are exploring adding Desk. We have MSWord and ZohoWriter form fillable docs that contain a specific series of tasks that must be completed for specific support cases. These tasks then must be reviewed and signed off by QA/QC. Can specific MSWord attachments be added to Ticket Templates so they are immediately available for edit once a template is selected? Can a ZohoWriter link be added to a Ticket Template so that a form fillable doc is available to the ticket once the
European date format
Hi, I'm using Writer from Workdrive. I'm wondering how i can set up the european or the international date/time format. The list doesn't seem to list any... Any suggestions ? European format (24 hours) : DD.MMM.YYYY hh:mm (https://en.wikipedia.org/wiki/Date_and_time_notation_in_Europe)
Auto attach files in tickets
Dear, Appologies in advance if this question has been answered already but i could not find the right answer myself. I'm new to ZOHO desk and i'm trying to set up a standard email template to reply with to certain tickets. I've managed to setup the email template however i want the email to auto include an attached file, is this possible? In short i want to be able to (manually trigger) a standard email with attachment to send as reply to a recipient. Any help would be greatly appreciated. Thank
EOL for Inbox Parsing | Resume Inbox
Hello all, This post is to inform you that as of October 30, 2019 the Inbox Parsing function of the Resume Inbox feature will be removed. After this date, you won’t be able to parse the entire content of your email account’s Inbox folder. We arrived at this decision because a lot of unwanted/personal emails are being processed by our parser as well. This started affecting the parser's performance as these emails were taking up too much space. To combat this, we've come up with a workaround for
PORTAL_URL in Email Templates
I'm working on customizing the Desk experience for our clients. I'm building email templates in MJML (https://mjml.io), and generating HTML with the email placeholders. I'm running into one issue. I want everything to look right and I can't customize the look of the portal button and portal url. The placeholder for it generates a complete button or link for me. I want a placeholder that just gives me the URL in text with no markup so I can place it in my own mark up. Is this possible? Thanks! Side
Suggestion: Auto Tag/Label/Assign new Requests learning from already closed Requests
Suggestion : Auto-labeling the requests or even auto-assigning the request will save lot of time and increase productivity Labels and assignee of new requests can be predicted from already closed requests.This can be achieved using machine learning. The output might not be full proof and it would result in some faulty predictions. In that case the assignee can change the status to unassigned. This would really solve much time in large teams where many team member needs to go through all the requests
New Agent does not receive invitation
Hi I added a new agent with a email that is working fine, but in the Zoho Desk the email invitation does not is arriving. I sent the invitating more than 10 times and nothing, the message informes that is ok, do not apear any error. There are any other way to activate the agent ? Thanks
Zoho Desk - Reports of a customer with time spent.
Hi I am trying to generate reports for one of our customer. I need to show information of time spent in each ticket and other required fields. I know how to do the report, but I don´t want to see all the details of the time entries, I need only the main detail of the ticket, with the sum of the total time spent in specifics tickets. I spent hours trying to fix the report, but I didn´t find the way. Sorry for my bad English, I attach a print so you could understand my require. Thanks. David.
Not able to see preview
Hi there, I am not able to see the preview for the pop-up response. I have allowed pop up for Zoho in my browser. How can I see them? Thanks Eric
Zoho Invoice Follow-up Automation with help of "Workflow"?
Hey Zoho Team, Can you help us how can we create a work flow for Zoho Invoice Follow-up. 1. Can we create a Workflow for Overdue Invoice Payment reminder to our client? 2. Can we add multiple Invoice in one reminder email sent to our client with the help of "Workflow" & "Automation"? 3. Can we exclude any particular client from the follow-up loop reminder from the on-going loop that has been set for everybody? Can anyone help us out in setting up the workflow?
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