CRM Lead to Desk Via API
I'm trying to create a new ticket in desk when a new lead is created in the "Leads" module using a custom function in Workflow. I'm using the Desk API and postURL function to do this, but keep getting the following error message: { "responseText": { "errorCode": "UNSUPPORTED_MEDIA_TYPE", "message": "The given content type is not supported. Please provide the input Content-Type as application/json" }, "responseCode": 415 } And here is my code: lead = zoho.crm.v1.getRecordById("Leads",
How to set up time zone?
How to set up time UK time zone?
Incoming Mail Disabled
I need my incoming mail enabled immediately!!! It started fetching thousands of emails from my old account and my incoming was disabled numerous times. It now says I've reached the daily limit. I need this unblocked and I need the mail to quit fetching any more email. Please help!!!!! I run the business and am missing important emails.
Cannot save a page or publish a site
Dears, This morning I found a problem in zoho sites. After change some pages and press the save button, the sitebuilder don't save. No messages are show. Then, I try publish and the sitebuilder freeze with the message "please wait...". I wait about 10 minutes and reload the page. Then i noted, all changes are not saved. I repeated the process (edit and save) then I reload (without publish) and check that changes are not saved. Please, can support check what is happening? The page link is: https://sitebuilder-638690283.zohositescontent.com/builder
Learn about
How can I learn more about zoho campaigns?
Full Unsubscribe Link Shows Up in Footer
Weird little problem — in my footer, it includes the entire, ugly link to unsubscribe. Anyone ever seen anything like this?
How to move Opportunity Stage backwards?
I am trying to move the Stage for an opportunity backwards from "Stalled" to "3- Confirmed Interest". The field is locked both on the view page and edit page for the opportunity so I cannot set it manually. I can't seem to change the permissions for that field either. The transitions seem to only move the Stage forward, not backwards, and I cannot figure out how to edit those transitions. Any help would be appreciated.
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.511 Access denied, banned sender[185.20.209.248].
Hi- today i am unable to send messages to microsoft and of course when i forsward the message as requested that gets bloked too. Please help! INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.511 Access denied, banned sender[185.20.209.248]. To request removal from this list please forward this message to delist@messaging.microsoft.com. For more information please go to http://go.microsoft.com/fwlink/?LinkId=526653. AS(508) [CO1NAM04FT018.eop-NAM04.prod.protection.outlook.com] Thanks Lizzie
Error on email template removal
Dear Zoho Support, there is an error in browser console when we try to remove an Email Template: vendor-bf39d39c35e553df04a911945d4c5749.js:1261 DELETE https://books.zoho.eu/api/v3/settings/emailtemplates/40885000000511344?organization_id=XXX 400 (Bad Request) (I have replaced org id with XXX). What we do is just click on remove/trash icon for an Email Template (Books > Settings > Automation > Email templates). Then we confirm the popup about setting the default template for the contact related with
How to make a field unique?
There's a feature in Zoho CRM that helps a lot in preventing creation of duplicate entries. You can mark a field as unique, which is very useful. Mainly to avoid conflicts whenyou need to create some user with the API at the same time the same user creates
Forwarding notification to external mail
Hi I have a problem I would like to receive notifications about the new ticket and the reply to the ticket, to the gmail mail I would also like this ticket to be sent to gmail mail Is it possible?
Feedback and Question on Billable Expenses
When employees enter expenses for a project or customer, they often don't know every detail of a project and what is and isn't billable, so we just want them to enter them as billable and then the project manager can sort it out. Is there any simple way
Understanding the layers of Zoho One.
Hello there, For the formation of the company (and the interest to let it all be done into Zoho One) I am currently in the process of understanding all aspects of Zoho One (what a mega job is, the loads of features...holy moly..) Either way, I get confused about the layers of Zoho One after reading this: https://help.zoho.com/portal/kb/articles/managing-departments-in-help-desk If I understand it correctly from top to bottom: - Departments - Divisions - Teams So multiple teams can form 1 division
Linking 5 tables in 1 new query table :-O
Hi, I need to create a query table relating several different tables (all in the same database). This is the specific case: TABLE 1 columns (transaction data): - Transaction ID - Specific data columns TABLE 2 columns (client data): - Transaction ID - Specific data columns TABLE 3 columns (invoice data): - Transaction ID - Specific data columns TABLE 4 columns (paid transactions data): - Transaction ID - Specific data columns TABLE 5 columns (cancelled transactions data): - Transaction ID - Specific
Tip #10 : Customizing the checkout page for your billing needs
Hello everyone, We've been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about the different ways of creating a subscription for your customers. This week we will be looking at how you can customize the checkout page for your billing needs. Hosted Payment pages allow you to collect the personal and payment information from your customers. For any subscription business, say a box-type business (or)
ERROR: invalid element paid_through_account_id
Hello, I received this error when trying to add a billable expence on my Android mobile. invalid element paid_through_account_id It would save it, as long as it was not flagged as billable. Once I clicked the toggle, it came back with this error. I can make the expence billable from my chromebook and Win OS. I have the most updated version of the mobile app installed on my Samsung S9.
Custom Snippet tool for Zoho creator pages
Often I am making pages / dashboards which has a certain number of elements same (for example I created 5 pages all of which had 5 buttons which interlinked them together same). Now the rest of the elements of the page are different, but these 5 are just the same, so if there was an option to either make a snippet or a mini page sort of a thing which I could call within my application anywhere, that would be amazing. The biggest pain point here was that originally these were 4, so when I had to add
Span Tickets
Hi I would like to disable the anti-span in my Zoho Desk. What I need to do ?
Co-trainer Spotlight 02: Ensure continuous learner interaction along with your Co-trainers.
Welcome back to the next post in the Co-trainer spotlight series. In our previous posts, we saw the different ways that a Trainer can aid their co-trainers with pre-session collaboration. In today's post, we will explore the various features that you (the Trainer or Super Admin) can utilize to help co-trainers achieve better audience engagement throughout a live session. #01: Using open-mic to foster real-time communication Co-trainers can act as subject matter experts and add significant value
Creating a report
Hi, I need help creating a custom report in Zoho desk. If you could guide me I would really appreciate it because I just don't understand how to create the report with the tools provided. If I click on reports, I can easily download an overview report and change the date range. I would like to take that same overview report and add/remove a few columns if possible so It looks like this : However I just can't figure it out. We do customer service and handle mailbox for over 20 clients. Ever since
Add an icon field
Hi ZC team! It would be really great to see a icon field make its way to ZC with the ability to assign each icons to functions when clicking the icon. Currently, you can add custom action buttons to rows, but they take a lot of vertical spacing, can't be customized and in general, icons are preferable in terms of good UI design. I'm attaching an image of what I was able to do with a rich text field and some <i> tags pointing to urls. This allows for opening a comment module, an audit trail module
Cliq RTL (right-to-left)
Hi, You can add RTL feature to Zoho Cliq super easy. just add dir="auto" to the <pre> tag. like : <pre msgtype="msg" class="zcmsgcnt" dir="auto">سلام این یک test هست</pre> and <style> .nite-mode .currchatpanel .msgtxt pre, .nite-mode .annotate { text-align: left; } </style> It will solve a lot of problems. I would appreciate it if you it as soon as possible. Thank you.
Sync issues between Mac desktop, web and iOs device
I'm migrating between Evernote to Notebook. The Mac desktop has all the data correctly and works fine. However when I look at both the web data and iOS they're missing data. both the web and iOS show exactly the same missing data, it's as if the sync will no longer add the additional info. I've deleted the app on the iOS device and reinstalled but the same problem occurs Any suggestions please?
Grouping notes
Hi Zoho Notebook team, I am using Notebook mostly in a browser (Mozilla, latest version) to clip newspaper articles from the web. I have encountered an issue with grouping these articles. When I drag and drop one note onto a stack of other notes to group them, the browser reloads and an error page saying "server not found" appears. If I then go back to the previous page all my recent changes (i.e. the drag and drop but also changes I have made to names of notes etc) have disappeared. This happens
CRM / email
Hello Community! I'm using CRM and some reps are using the platform to send e mails I'm looking for a report on e the emails - who was contacted via e mail when - simple stuff. How?
Quarter 1 - Zoho Community meetups across Europe
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
Matching Multiple Bank Transactions to Multiple Expenses
Hi, I have a situation where I have made 3 bank transfers for 2 expenses which I have created in Zoho book. Is there way to categorize these 3 bank transfers to these 2 expense? Thanks Niran
Notice board
I have an external notice board with the info pulled via the api which gives me all of the relevant information I need at a glance. It would be great if Zoho would give us a feature like this where we can build reports & save them to this notice board which would update automatically. See attached ....
Anyone been able to connect Zoho Subscriptions with NetSuite?
Hi there, We are a SaaS arm of a larger company and would like to be able to use Zoho Subscriptions to manage our subscription revenue. However, our company HQ uses NetSuite for all corporate accounting. Our CEO is reluctant for us to use Zoho Subscriptions because we don't know of any efficient way to transfer transactional data from Zoho to NetSuite. I know NetSuite has its own, proprietary API, which makes connecting systems to it much harder that most other products. Has anyone done any research
Files shared to the new Zoho account are not visible / Sharing does not work
I am trying to move my data from a @zoho.com to a new @zoho.eu address due to legal issues. So I set up the new .eu account. Then I tried to share the important files from the @zoho.com to the new @zoho.eu account. When everything will be finished I intend to close the old @zoho.com account. When sharing I am already getting an error message like "Oh, oh! There was an error when sharing this document! Wait a bit and try it later again." - Well, I am getting this message for some time past, and I
Deluge CRM Attachments
Hi, I'm looking for a way to pull the list of Attachments for a Custom module with Deluge. Has anyone done this before. If so, care to share? Thanks!
Remove "Product Name" from new ticket form.
When a client submits a ticket in our portal (desk.zoho.com/portal/newurbanmedia), they are asked for a “Product Name”. Since we don’t really have “Products”, I don’t want this question to appear because it confuses our customers. How can I disable this question on the form?
Cuantos usuarios
cuantos usuario puedo tener en mi organización en la versión gratuita
Problema com e-mails duplicados
Olá, estou enfrentando alguns problemas com uma conta de correio. Acontece que sempre que envio e-mails pelo Outlook 2013, eles duplicam, vejo tanto na caixa de enviados do Outlook como do Webmail. O mais estranho que em alguns casos, eu envio o e-mail e o destinatário as vezes recebe mais de uma cópia do mesmo e-mail, já houve casos de o destinatário receber 8 e-mails. Reparei que em outras contas que eu criei no painel de administração não ocorre este problema. Uso toda a configuração como IMAP.
.zdoc and .zsheet files imported from Zoho Docs not opening in WorkDrive
Anyone else having this issue?
Unable to receive email
I am unable to receive emails in my zoho mailbox. Tried to sent a mail from another mail account, it bounced back and I got this error message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: gabriele.warnke@zoho.com: SMTP error from remote server for RCPT TO command, host: smtpin.zoho.com (204.141.42.120) reason: 552 5.1.1 <gabriele.warnke@zoho.com>
Two of three accounts with this error 554 5.1.8 Email Outgoing Blocked
Hi, Recently two users try sending mails from portal mail web and don't is possible by this error (554 5.1.8 Email Outgoing Blocked) and uin the bottom of screen appear a menssage: This account is bloqued for security reasons. I try change status in admin panel but a message said: This option is only disposible for pay users. I don konw why this happening.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
I am not able to send messages. Out going is blocked. Please guide me.
Screen Went Dark, Can't Read/See Emails
I think I clicked something wrong. But now my email is all dark except for a few buttons. And I can't see emails, can't see the account settings or anything to even change things. https://imgur.com/a/3u8fyz8
File Download
Hello Sir Please find the attachment and guide me how can I resolve this issue.
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