Integration with Zoho BugTracker and JIRA
Hi. Is it possible to integrate Desk with both, JIRA and Zoho BugTracker? We need JIRA integration to add issues related to tickets to our development department (they work on JIRA mainly) but from the other hand we would like to use integration with BugTracker for other departements (they work on Zoho Projects and Sprints): Is that something
Insert rows in Subform not Working
Hi, we're having problems inserting rows into a subform dynamically; We have this instruction that suddenly stopped working: input.Notes.insert(newNote); the syntax is correct based in the docs ( input.<subForm_linkName>.insert( <variable> );) and it was working fine until today. Now is throwing the following error: Hope you can help us. Thanks
email dont send
https://mxtoolbox.com/domain/gulfacademy.org/ my email don't receive any email
2 Companies
Hi I like to know if it is possible to have 2 companies in my account. One is RedRock and the other is Newredrock. My goal is to build up a new Soho for Red Rock Solutions. Is that possible? Regards Hassan Jacobsen
problem in My mail
I have Problem in my e-mail info@gulfacademy.org
Vendor Purchases Summary Graph
Hello, Currently the Summary Graph on the Contacts (Vendors) profile shows only purchases that classify as expenses. It would be easier and much better if it actually included all purchases regardless of their classification. It is a pain to go to the Transactions tab and select the specific type of transactions from the drop down menu to see the purchases. The summary graph is much better and easier. So can you please add it to the requests. Thank you
Zobot settings
Hello Who could help me, or guide me to make this flow in my Zobot? First of all I need you not to ask me for data to start the chat Welcome message -------- I choose 3 options, only 1 is chosen ---- Option 1 Ask me my name --- enter name. Ask what is the phone? --- enter phone. What service interests me? --- service entry. Attach a file ---- Attach file. Give a message of thanks and then another message with some link and end the chat. (I don't want a lead to be generated). option 2 Ask me my name
Scan hard copies of receipts and convert them into spreadsheets
While getting tables from books or numbers from reports into spreadsheets means you get to visualize and analyze the data better. However, digitizing data from hard copy sources can be overly time-consuming. Manually entering the data from receipts, bill books, or invoices into spreadsheets is tedious work. Human data entry errors and mismatching are almost impossible to avoid when manually copying information. Zoho Sheet's iOS and Android mobile applications are now available to help you easily
Set-up a approbation workflow
Hi everyone, I can't find a way to enfore an approbation workflow, here is the use case: --> If a sales assistant wants to change the account type from Active Customer to Old Client --> this trigger a request for approval to the account owner --> if the account owner approves, the change is made. Thanks for your help, Tony
GCLID CODE
Hi, I have to add gclid code on zoho form so that I put one field at zoho crm name with GCLID but when I trying to add this field I can not see. How Can I add gclid field in webform for google ads.
Zoho Integration Script show response INACTIVE_USER
Hey, I'm having a problem with Zobot SalesIQ Script, especially in the Zoho Integration script section. When i'm use this script : email = answers.get("email").get("text"); crmdata = zoho.crm.searchRecords("Leads","(Email:equals:" + email + ")",0,0,Map(),"zohocrm2"); info crmdata; the info show me response: {"code":"INACTIVE_USER","details":{},"message":"inactive user cannot access the api","status":"error"} So, can anyone help me where i must fix the problem, please?
How to create custom function script for autonumber in Zoho CRM ?
hello, this is my used case: When the DEAL is WON, I want to generate automatic number which will be saved in the custom field I created. The custom Field Name is ProjNum. I cannot use the Zoho autonumber field because I only want to have autonumber when the DEAL is WON. Autonumber should be activated only when Close Won.
NOT RECEIVING SMS TO VERIFY DOMAIN SETUP
Hello there! I have been trying to setup atmpartsng.com for over 24 hours now and no luck. This is because verification code via sms is not being delivered to the phone number I provided. I have tried several numbers from different providers still not working. Please assist. Regards
Renaming an Application
Hello I created a Creator App named "App A". Everything is perfect. Later I renamed in the Settings, "App A" to "App B", and updated the URL accordingly. From the Application, it looks the renaming went right. But in our Zoho One dashboard, the application is still displayed as "App A". In the Admin dashboard, the application is also displayed as "App A". When click on Edit, The display name can't be change, only "Display app to users" checkbox can be checked. BTW I'm the administrator of the app.
Page Layouts Not Showing Custom Fields Data With ApiMethod "getRecordById"
Hello, I've three number of layouts in Deals 1. Insurance 2. Banking 3. BroadBand All of above three layouts contains different text fields and we store data in those fields. Now try to understand my scenario. Deal 1 POTENTIALID : 2389429384212154 Name : abc Stage : abc Layout : Insurance Tenure : 10 years Premium : 10,000 Deal 2 POTENTIALID : 238942932121545 Name : efg Stage : efg Layout : Banking Loan Amount : 1,000,00 Bank Name : SBB Deal 3 POTENTIALID : 238942938429384 Name : hij Stage : hij
How can I deleted a user using Remote Authentication API Key?
Hi, I am singing up users to zoho with Remote Authentication API Key. Can I remove user from Support Portal using this key? And is there any guideline/documentation out there for that? Thanks
Outgoing emails bouncing back
Dear all, I am experiencing problems to use one of my email accounts with Zoho as sign up and contact form point on my website (built with Wordpress). My email shows the following error message: 5.4.4 DNS error:NXDOMAIN. Domain not found :firewlk.com I have 5 email address in total with Zoho but only one is working to send/receive messages from my webpage. Can someone please assist? Thanks, Alex
Rounding off
How to I round off the amount field in invoice or bills? Is there an option available? Else kindly provide such option. It is a much needed option as amounts are rounded off very often. Thanks
Live Chat
Is Live Chat working?
Problem with CLIQ windows 10 app
Hello, Problem with windows 10 desktop app. when I click the page opens and disappears immediately making it inaccessible. Is this a known bug. How can I fix this issue. I don't want reach my phone to reply to messages. Thanks
Can't specify index and range for tasklogs.
I'm using the GET method of the Zoho Projects API to get the tasklogs of a specific task and I'm facing some trouble. It seems that tasklogs are not responsive to the "index" and "range" params, as its length is allways 99, no matter what values I pass to these params. Please kindly let me know how can tasklogs "range" param can be set. For more clarification, bellow you can find the steps I followed in python: import pandas as pd import requests import json url = "https://projectsapi.zoho.com/restapi/portal/+portal_id+
Custom fields
Callback function not working number or text type. Please help how to work for callback function $zoho.salesiq.customfield.add( { "name":"Phone", "hint":"Phone Number", "type":"number", "required":"true", "visibility":"both", "maxlength":"10", "callback":function(value){ alert(value);} });
i cannot receive email send from another account
Hello Sir, I can send email, but cannot receive email to this email address ? Best Regards, Nisar Chenganakkattil
BCC Dropbox email address format will be revised
Hello everyone, We are in the process of revising the format of the BCC Dropbox email address. The new format will be effective from October 31st 2019. The current email address is displayed in this format: ******@mails1.zohocrm.com. We will update it to: ******_*****@mails1.zohocrm.com. The users are requested to regenerate the BCC Dropbox email address before the mentioned date, to continue receiving the emails sent to the leads/contacts in their CRM account. Note that "@mails1.zohocrm.com", is
How can I get ledger statement for a particular contact?
I am trying to fetch the ledger statement for a given contact id but it returns the response in the form of pdf, so is there any way to get the response in text (json) format?
Is there a way to edit the sectiong between the header and footer in the helpdesk user portal
We are wanting to edit the ticket submission portal so that either the ticket submission button is higher up on the page instead of the bottom, or edit the text of "Search our knowledge base or submit a ticket.earch our knowledge base or submit a ticket." Is there a way to edit this, or is that limited to the header and footer?
See All Cases
How do I see all cases in Zoho Desk? This link says to talk to my admin..I am the admin!! https://desk.zoho.com/support/businesshangouts/ShowHomePage.do#Cases
Replying through email by client in Zoho API
Hello, I'm working on integration with Zoho Desk API. What we want is that customer creates a ticket in our portal, we can reply to that ticket in Zoho, and then customer can reply to this in our portal. How can we make customer email reply through API? Kind Regards
C# .net Zoho CRM V2 API sample?
Does anyone have advice or a sample of how to connect to V2 API from a C# .net application? My scenario is that I'm developing a Windows Desktop application that needs to lookup contacts by phone number in Zoho. Looking at the authentication APIs I'm confused in that it sounds like somehow I'm supposed to setup a web server but I can't see how I'd do that with a normal desktop application. Also, it appears that the third party .NET interfaces for Zoho are based on the V1 interface which is end
How to quote text in the message composer
Hello Zoho, What is the way to insert a quote into the message when an agent composes the reply to the client request? Now we have to do it manually and it is not very efficient neither from time perspective nor from the style. Is there a way to make quotes like this? Regards, Andrey
Custom fields for community user profile. More social fields & one for website.
Hi, Just wondering if this is planned or I've missed the settings... Currently comminity users can add Facebook & Twitter to their profile.... I'd like some custom fields for LinkedIn, Instagram and Website. Maybe even a short Bio box limited to say 280 characters like a Tweet. Is it possible or planned at all? Many thanks Jon
URGENT! ERR_TOO_MANY_REDIRECTS on Zoho Payments!!! 2 weeks ago with that problem and nobody give me an answer!
Hello Zoho Support. We cannot make a payment to upgrade my license on Zoho Desk (It's urgent). We cannot enter our partner area to upload a bill and reclaim our commisions! we always receive a ERR_TOO_MANY_REDIRECTS loop. We have this issue on Google chrome! Firefox, Safari, Opera...Same problem. I already wrote 3 tickets and nobody answer me. 2 weeks without feedback. Do we need to begin search alternatives for our Enterprise Software? Thtat's Unbelievable!!!! What's going on with Zoho Payments????
Sandbox Removes Custom Sort from Report Upon Publish
Anyone knows how to put Custom Sort back to their report in the live version? I changed the view of a report and make sure the report also have Custom Sort applied on sanbox, but when I publish it, it removes the cutom sort. This is really annoying since the status have Cancelled and Waiting for Resources and of course the Waiting for Resource is way more important than Cancelled. Cheers, Gabe
I can't open one of my document
Hi, since last Saturday i can't seem to load one of my document in zoho writer. At first i thought server or my net was down. So i waited until sunday. Still can't access. All i get is a white blank sheet where my doc has more than 50k words in it. So i try to access it from zoho writer apps on my phone. When i try to open it it says that i don't have the access for it when it is my personal document that i didn't share to anyone. I try again loading from my phone browser, still getting the same
posting with pictures asking for different sizes
What is the best setting or settings to take pictures . Each socail media ask for different sizes . I had hope that a service like this wold make it les time consuming . Is there a way so i can use 1 size picture for inst fb and twit or any advise on this matter ? thanks
553 Relaying disallowed
I was trying to use my domain account at zohomail to receive emails from the contact us page of my site. But the email fails giving the following error: The message could not be sent to the SMTP server. The transport error code was 0x800ccc6e. The server response was 553 Relaying disallowed How do I solve it ?
Items - Purchase information VAT
I have to check every VAT quarter, all of the purchases from the EU to ensure all of the correct tax codes have been used on bills so that the Box 2 VAT calculation summary is correct. This is very time consuming. Is there a way to ensure that any bills from EU registered vendors can be checked that the correct VAT rate is selected before posting the bill ? Ideally there should be a purchase VAT field for items or should the VAT field selected under Sales also apply to purchases & not working ??
Workflow - changing Product Details section
I decided to post my solution to this problem. Many forum posts suggests that Product Details section is uneditable, there is lots of misinformation in these posts as well as example 2 in documentation which suggest solution that doesn't work(link https://www.zoho.com/creator/help/script/crm-v2-update-records.html). salesRec = zoho.crm.getRecordById("Sales_Orders",salesID); productsList = salesRec.getJSON("Product_Details").toJSONList(); for each product in productsList { //Here you have to
MX records updated still not error message in Zoho control panel
I have updated my mx records still the control panel says my mx records are not yet connected.. Kindly help asap. thanks
Simplest skinniest curl based (REST) code to add a new lead
I am using PHP but I really hate the idea of adding over 600K to my project just to call Zoho. I need the skinniest example of how to add a new lead to an existing list that exists with a v2 (or later) supported REST (curl based if needed) call. The API options are far too confusing for a simple use case. I have an integration that needs about 2 K of code...probably less. Adding an entire SDK to my project is WAY too expensive. Do you have a solution I can refer to?
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