Show all tickets in the Help Center
Is it possible to show all of the tickets from a department within the Help Center instead of just the tickets that have been raised by the customer? For example we forward tickets to Zoho Desk from another piece of software, can these also be shown in the help center?
Connecting to a third party database
Hi everyone, I've been testing Zoho Desk for a few days and am quite satisfied with it so far. Question: 1What do I do to connect ZD with third party database. It is our custom database where we keep the track of the clients' projects and payments. I need ZD to connect to our database, fetch current user's record (identifiable by user's email address) and show some of the variables on particular places (say custom account fields). I need this in both agents/admin portal and in customer's portal ("Help
Installing workrive on desktop computer
i am unable to install workdrive to my new computer. tried multiple times with no success. Tried pausing the anti-virus before downloading and installing doesn't seem to work either? Any suggestions?
account blocked
Hello, i get the message "Your account is temporarily locked from sending emails. Try to unblock now unblock now" I use my account for issuing abuse reports towards hosting companies about abuse cases reported by clients of mine. I use this for White-Hat reportings. Please help and unblock or tell me how to do it. John Ambridge
Chase Credit Card Feeds are broken?
All of our Chase Credit Card feeds are broken. Is this a known issue?
Cut and paste photos or screenshots?
I'm new to Notebook and when I am taking notes, I sometimes will do a screen grab of a Webex and paste into my notes to go along with my typed text. Notebook won't let me paste what I copy from Snipping Tool to paste in the web version of Notebook. I also use on iOS and Mac platforms, but at work it's a PC.
Dependant drop down
Hello evryone I have a vehicle data base with year,make and model column approx 7000 vehicles. I would like to set up a form to filter through year make and model. When I select year I only want to see all of the makes available in that year. When I select model I only want to see the vehicle year and make that I specify. I want each drop down to be depenant.
Delays on Send/Receive causing duplicates on IMAP
I seem to be getting delays on my users send receive using Outlook 2016. Which seems to be causing duplicate emails to be created. Example: Item comes to Inbox, rule sorts email to a folder, or it gets deleted. Another email shows up in the Inbox 1-5 minutes later. This could be repeated a few times. We noticed this issue starting around 2pm Central Time March 12th 2019.
I need refund my money (Two licenses) I'm frustrated now with your bad and slow support.
I have days calling to support, writing emails. And you never have a solution. So I lost my patience, time and also money with your service. I don't want know more about Zoho. My issue was because you only allow me to add 1 license but I paid for two!!!. You received from my bank account the amount of two licenses. So, really you need a lot of time to solved this issue ?. So what happened with all the time that I lost ??. I was only trying that you enable another license that I paid already. But
Need to be able to set a Predecessor dependency on a Closed Task
I often need to add a follow-up task to a completed task. Unfortunately Projects will not allow using a closed task as a predecessor to this new task. This is an annoyance that requires opening the predecessor task, then set the dependency and then close the task again (remembering the proper previously set completed date). Is there a technical reason for this limitation?
Email and Domain help please
I am so frustrated right now. We have personal email addresses that we have had for over 15 years. Our host had gotten so bad that I was having problems with emails bouncing etc and it only had 50 mb of space. So I paid to change my domain to wix but I do not need a website. I just needed a domain hosted so we could have our emails. Well, now I can't access emails because I have to have an $11 a month domain hosted plan. I do not want gmail. I wanted something more secure that values our personal
Strange error updating register (problems with map)
Hi All! I'm starting with Zoho creator and handling an strange error here.... Can anyone tell me what i'm doing wrong? >.< Function Parameters : accountId, accountType PORTAL_NAME = "xxxx"; AUTHTOKEN = "xxxxxx"; DEPARTMENT = "xxxxx"; SLA_MAP = Map:String(); SLA_MAP.put("CLIENTE","88184000000020031"); SLA_MAP.put("IMPORTANTE","88184000000020029"); SLA_MAP.put("CLAVE","88184000234882025"); SLA_ID = SLA_MAP.get(accountType); if(!SLA_ID == null) { REQUEST_MAP = Map:String(); REQUEST_MAP.put("associatedSLAIds":
Zoho Vault ideas and features request
Dear Zoho Corp., as our company is migrating towards Zoho One we're also migrating all our passwords to Zoho Vault from 1Password for Mac. Although we like the integration and we're enthusiastic of the Zoho One suite, we should recognise that Zoho Vault still needs some adjustments before being able to be compete with 1Password. Therefore, here are some ideas we'd like to share hoping a revamped version of Zoho Vault will soon come. 1) UX Although we appreciate the simplicity of the iOS app, we recognise
Auto populate mandatory field in Accounts module on user input
So what I'm trying to do is auto populate an account name when creating or editing a new account in Zoho CRM. Basically I'd like it so that when a user types in the Account address and City it would auto populate the mandatory Account Name field to the user input on those fields. Thank you
ZOHO CRM IOS @mentions push notificatons
I am trying to get push notifications sent to the ios app. The feature is listed here : https://www.zoho.com/crm/help/mobile/zohocrm-for-iphone.html I want to be able to add notes in a record and use the @mention feature then trigger a push notification to the IOS zoho app.
Rapid changes in views by Zoho Statistics
Hello, I have noticed that during the month of February my views for the website www.tbilisidentist.com got average 280-300 views per day. However at the beginning of march these vies have significantly decreased to 8-10 views per day. Could you please tell me why this happened. Thank you in advance.
CRM Lead Magnet won't create an entry with a blank, optional field
Hi, Using the CRM Lead Magnet plugin with Wordpress and Contact Form 7 to send leads into the CRM. I have four fields: * First Name (required) * Last Name (required) * Company * Email (required) If all fields have data in them, then the form works fine and an entry appears in the CRM. However, If a user chooses to leave the optional 'Company' field blank then no entry is created in the CRM and no errors are shown. It's a bit bizarre. Anyone have a fix or is this a known issue? Thanks
Forwarding emails from Zoho Recruit
We often send emails to candidates / contacts from Zoho Recruit. These emails are customized so we don't generally make it into a template. While we do use mass email feature, sometimes we have to resend that same email to another set of people in Zoho (candidates and/or clients). Zoho Recruit currently does NOT have a feature where an email can be resent. Can this be added? Thank you
Need help restoring your customer base
I have created a database of clients on a demo rate Enterprise. when switching to the free tariff, the customer base was lost. How can it be returned ?
Send Email and Update Status after time has passed
Hey Everyone, Looking for a hand here on creating a custom workflow. Not sure how to do it. When a new lead is created by a customer entering their information using our webform they are classified as "New Lead" for their status and an automatic email is sent with some information and asking for a call to be setup. What I'd like to create is a workflow that automatically executes as such? - If they have been in "New Lead" status for 1 week, they will be automatically send "Email 1" and their status
How to get this function to return a currency?
I am using a column formula to create a report that shows what will be invoiced each month (projected out years in advance). For example, my August 2021 column contains this formula: if((iscontains( "Invoice Dates",'Aug21')), "Standard Invoice Amount",'' ) The "Invoice Dates" column contains all the dates that a customer will be invoiced. For example a row in the column might say, "Aug19; Aug20; Aug21", and the "Standard Invoice Amount" will be whatever the contract says the customer will be invoiced.
SPF and DKIM Entries
Can't get the DKIM and SPF entries working. May you please check my account to see what's wrong?
Einrichtung
Schönen guten morgen, ich habe am Wochenende sehr lange versucht mir das Telefon einzurichten, laut der angaben wird Avaya telefonie unterstützt, aber die einrichtung funktioniert nicht. Nun meine Frage, mit welchem Telefonsystem wird denn nun zusammen gearbeitet. Denn Avaya wird angeboten, aber es kann nicht eingerichtet werden.
Zoho Expense Mobile App
Why mobile application is working slow? It takes too much time to load anything.
Recurring Journals
Hi, Currently you can only post Journals individually. Is there any chance that in the future a recurring journal feature will be added? Thanks
Recurring Journals
Hi, would it be possible for you to have Recurring journals as an option please so that we can set up regular journals such as depreciation to go through each month. this would be a huge time saving option to save having to re enter each monthly journal. Also, for the UK is it likely that you will be adding features for the Construction Industry tax Scheme? And will you add the feature so that we can submit VAT returns directly through the software instead of having to send it through the Gov gateway?
Merge Expenses in iOS
Is there a way to merge expenses in mobile? I have a credit card feed and scanned receipts that I need to merge for my mobile only users. I expected it to be in the Expenses List > Edit. Select the two expenses > Done. All I see are "Delete Expenses" and "Add to Report"
Option to Invite Users is Missing
Hi, I went to invite a user this evening, something I've done for a couple years now, and the option is missing under Add Users as indicated in this KB: https://www.zoho.com/mail/help/adminconsole/adding-users.html#invite I don't see that option any longer. Has something changed?
refresh_token grant does not give back a new refresh token
When i am requesting tokens the first time i get back an access_token and refresh_token. But when i use ther refresh_token to get back a new tokens only the access_token is provided. I do not get a new refresh_token.
Auto-syncing Projects and Timesheets from Zoho Projects
The Zoho People-Projects integration just got a lot more seamless. In Zoho People, you can now automatically sync your Projects, Tasks, and Timesheets from Zoho Projects. Learn More.
How to pull data from other fields from a lookup field record?
I have a custom module called Room as well as another custom module called Rehab Costs. I have a lookup field called Paint Costs in the Room module pointing to the Rehab Costs custom module. Next to that lookup field, I have a currency field called Painting Costs. I am trying to write a custom function to pull the Cost field value of the record of the Lookup field and populate the Painting Costs Currency field with that value. I have been searching and search and not able to find anything to
"Invalid entries found, please correct and resubmit." - on contact form for my Zoho Sites
Hi all, I have a persistent problem, I thought I had fixed it following the advice I got on unchecking the mandatory validation requirement and unchecking the geo restrictions. The contact form consistently informs a potential customer that "Invalid entries found, please correct and resubmit." Of course they have no idea what to do and just give up. This is not what I want. I want to reply to them, engage with them. Any suggestions? Thanks, Charlie
Zoho Campaign cannot sync/associate with CRM "Blocked a frame with origin"
I try to associate our CRM account with Zoho Campaign using a Google Chrome Browser. Whenever I click on the button "Continue" nothing happens, my javascript console throws errors:
Quicker Job Publishing
My recruiting department wants our job postings to be published immediately, or as close to it as possible. I read in one of your articles that it generally takes at least 24 hours for jobs to publish to job boards, but with an ATS that we used to use it was always less than 24 hours to publish. Zoho Recruit is a much better system overall, this is our one holdup so far.
Zoho mail app showing alert - something went wrong while updating your app
Hello, we are facing the following issue for last two days. Zoho mail app showing alert - something went wrong while updating your app Attached alert screen for your reference. Thanks
Default Department when adding Ticket
I am configuring a new Help Desk and only need two different types of Tickets with entirely different sets of fields. I also need more than a two level hierarchy in both Community Forums and Knowledge Base. While the KB can handle more, the Forum's cannot. The only way I could manage this was using more than two departments. The problem is that the the Add Ticket widget requires the selection of Department and the list not only includes several that won't have tickets but they are ordered alphabetically.
The whole team can't send emails
Hi, Me and my teammates cannot send emails since yesterday. The mails are stuck in the queue Could you please resolve the problem briefly ?
Accounts
Hi, I have a Mail Free Plan since many years ago. On top is an organisation and then we have two accounts in the organisation. It was said that we could have 5 accounts for free. So my question now is how do we add another user? I tried the Control Panel but I can't see where to add a user. Hope you can help me. Regards Georg
Add "CurrentTime" with HH:mm:ss in a Date field
Hello guys, As the title implies I'm trying to fill a certain field with Current Time data on our Bugtracker, nevertheless all we currently get to work is the Current Date Tag so I was wondering if anyone could lend me and hand a modify this Custom Function accordingly to get the Hours, Minutes at least. projectsDomainURL = "https://projects.zoho.com/"; portalId = "xxxxxxxxxx"; // portal Id correction done. projectId = "xxxxxxxxxxxxxxxxxxx"; authToken = "xxxxxxxxxxxxxxxxxxxxxxx"; dateFieldParamName
I can't see relationship diagram
I can't see relationship diagram I follow the instructions that appear on: Help > HomeApplication > SettingsManage > developer tools > Relationship diagram > View relationship diagram But I don't find that option, it's much more to make deep basques of data without this tool. This feature is broken ?
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