Twilio Link for List All Tickets
Hey guys, I'm wondering if their is a way to get the Twilio link that is associated with a ticket through the List All Tickets call. Thanks Corey
calendar report print template -- use information from other forms/reports
Hi, Is it possible to use information from other forms/reports in a "print template" of a calendar report? I have created a custom print template that i would like to use other information for. Or what is the best way to create such reports? thanks!
Some HREF protocol is not working as must be.
I try to put on my email signatura a LINK to call me like this <a href="tel:+1800229933">Call us free!</a> But the wysiwyg change my html code, putting a "http://" before the href data, like this <a href="http://tel:+1800229933">Call us free!</a> give me a error when the peoples go to link.. Any solution for this important issue i think? Thanks
I can't log in to my account.
This account is fine but I can't access my other Zoho account. Here's an account detail that having a problem. https://cl.ly/320cfee8feb7 I am the admin of the account and using zoho mail as primary email. So basically, there's no way to log in to my account. The reason is the OneAuth app, used for 2 FA authentication, keep crashing. Please help me unlock and disable the OneAuth feature. Thanks
How can I export bugs from Zoho
One of our clients that we have been tracking bugs within Zoho Projects for are moving to Jira. I know about the Export function but that does not export the bugs and all the commnets within the bugs. Please advise if there is a way to export to a CSV file to then provide to the client. One additional complicating factor is that obviously we have multiple clients in our instance of Zoho and we are looking to export only one.
Resource Management
First of all there should be user level other than those that are there. For example a Project Manager and then developers and PM can choose what developers to be on which project. Also, PM can see the remainig or pending tasks for any dev or subordinate he wants. Also, there must be resource detail as to what time and date he is busy and with what task or project.
cant get auth
when i trying to auth token, it displays web_login_required message. Can any one help me solve this issue.
Bug tracking: Kanban view mode
Hi zoho team, Can we show more information on zoho Kanban bug viewer? Like the number of bug/item in column (Open/Close). Regards
Critical Path in Zoho Projects
Hard to manage tasks within your project deadline? Not sure of the task delaying your project? Critical path is here for the rescue. Using critical path, you can focus on tasks that need to be prioritized and manage your resources based on the critical and non-critical activities. Learn more on Critical Path If you have any questions, do comment below or mail to us at support@zohoprojects.com.
associate tasks with other tasks
I love the feature, where you can associate documents to a task. this saves us from having to upload files again in to a task. instead, we are able to just associate a document that has already been uploaded to a project, which saves us time and storage. being able to do this is important to our employees out in the field. they open a task, and see a file that is relevant to what they are doing at the moment. I think it would be tremendously helpful if we could do the same thing with tasks. allow
Solution for integration of Banking into ZOHO
Hi there So far I could not find any integration of EUROPEAN / SWISS banks (e-banking interface) into Zoho Books. Is there any solution to wire payments from Zoho Expenses / Zoho Books (payables) directly to recurring customers or employees? Brg Seb
Feature request: auto-group notes by create date
With the recent improvements to Notebook, and realization that Google Keep ain't gonna do what I need, and ios 12 bringing more "shortcuts" to my iPhone -- I am using Notebook more. I use it for my "brain dump." Everything I think of to do, or remember, or follow-up on goes into Notebook. My notebook would be a lot cleaner if I could automatically group all notes by creation date. That way, I can go in and deal with all yesterday's items, or last month's items, all at once. Just an idea... Thanks
How to search tickets by product id and product name?
Hi, In the former version of the API (https://support.zoho.com/api/json/requests/getrecordsbysearch), it used to be possible to search for tickets by product id or product name (using the searchfield and searchvalue request parameters) According to the following page: https://help.zoho.com/portal/kb/articles/migrating-from-xml-json-apis-to-our-new-rest-apis, the aforementioned API should map to the API described in: https://desk.zoho.com/support/APIDocument.do#Search#Search_TicketsSearchAPI i.e.
Calculator of labor benefits
Hi, i´m trying to making a calculator of labor benefits but i don't know how to put the formula to get an especific date like Year(Date_1);12;30 . Where 12 is the month (December) and 30 is the day.
Legal invoices
As you may have noticed several countries like Peru, Chile, and Colombia have started to standarize a similar invoices format so I was wondering what would be the format for integrating that with your ZOHO Invoice platform
Dashboard Column Mapping for Date Fields
Howdy, The Column Mapping feature with User filters is very powerful, but it only appears to work with string values. It would be great to have the column mapping available for date values, too. Is this possible?
Website recording
Dear PageSense Support, Are you all planing on adding a real-time recording feature, like mouseflow.com does? Thanks,
No image zoom
I built a simple survey which allows users to select between 2 different product images. However when I preview the survey and hit the "+" buttons next to the images the image that pops up is the exact same size as the image preview. I have tried multiple images with the same result.
How to have the Preview Pane at the bottom in the Zoho Mail
Hi, Is there a way to have the email Preview Pane at the bottom instead of the right hand side default? Thanks
Mobile application, lookup field, add new - doesn't work, for complex form (iOS, Android)
Lookup field, can't add, new record in "add" or "+" for complex form. Android, iOS mobile application "Zoho Creator" -> sample application "Order Management" -> "New Order" -> "Customer" -> 'Add' or '+'->fill form "Add Customer" return error: 'An error occurred. Do you want to report this issue' hit OK 'Content is not allowed in trailing section' or in other apps: ' The element type "value" must be terminated by the matching end-tag "</value>" ' Record for Customer is created but it's not available
Map(Added_Location) problem
We enabled geo tag in our application. But some of the records are not showing expected result and we can not see the results in the map. Please take a look at the image.
Edit page info keywords format
Is there a particular format for entering keywords? Do you use commas? example: keyword, it support, network, computers, is this the correct format? Or do you just use spaces?
How do you create a report folder in Zoho CRM?
This article is outdated and the instructions are no longer correct - https://www.zoho.com/recruit/helpnew/data-administration/reports-and-dashboards/create-report-folders.html I do not see a Create Report Folder button
Which API?
Hello Community, There seem to be a few different versions of the API and I just wanted to make sure I was using the right one. I have a bunch of backend applications that integrate with other applications and my sales team would like me to mash up some data and push it into Zoho CRM for them to use. What is the best practice? Thanks, JB
Tip of the week 22 - Why should you optimize your emails?
You might have put painstaking efforts in designing a perfect newsletter, but what if your subscribers don't get to see it the way you designed it? Test and optimize your emails before you hit send—that's how it is done. Subscribers view your emails on different devices, browsers, and email clients. That means, your emails should be optimized for varied screen sizes and devices so it looks all the same everywhere. Here's our tip on how you can optimize your emails, Features in Zoho Campaigns that
Outlook can't connect to IMAP Server.
Hi, The CEO of our startup wants to use outlook. I enter all the details as per https://www.zoho.com/mail/help/outlook-imap-access.html and it doesn't work. I get the following error:
Reduce selection speed on containers/elements plus drag and drop issues
OMG Zoho, the element boxes are moving too fast, it's INCREDIBLY DIFFICULT TO EDIT BC AS you try to select one element, another element has highlighted and you have to be very very almost still to select the right one. or example, elements of text vs column vs row vs sections, especially text column and row. and MOST ESPECIALLY columns. They either high light too fast at the wrong time or you can't even pull them up when you need them This is just another frustration that's really can be avoided.
Remove seconds from date/time field
I would like a date/time field to either not have the seconds show, or at least have the seconds set to "00". is this possible?
Moving files within Zoho Docs tab
1. To begin, is there an update coming for the Zoho Documents tab? 2. Does anyone know how to move a file from one folder to another? I haven't used Zoho Documents much because its not a great solution for a repository of information but thought i would give it a try.... i saved a file in a folder i created and now i'm trying to move that file to another folder i created but there doesn't seem to be an ability to do that. Anyone else have a similar problem or know what i'm not doing correctly?
Blog SEO Issues
When running an SEO site audit, the blog is causing many issues with missing or duplicate content, H1 tags, titles, descriptions, etc. Many times it is the author or category links. Is there any way to update these? If not, can you add it to your todo list? Bruce Letterle Red Lab Media
Error WorkDrive desktop permission
The permissions applied on the web WorkDrive are not reflecting on the WorkDrive desktop. It's only working online. See attached image There are 3 test foldersFolders 3 and 5 are Read Permission Only Working The folder6 that is within folders 5 and 3 is accessible for editing and does not allow. Another point is, were we able to apply user group permission to folders and subdirectories?
Timesheet with Balance Due / Formula
I'd like to create a timesheet for an employee, to keep track of their hours, total pay, and current balance due. Below is a screenshot with more detail. I'd like total hours to display all of the results B6:Bxxx. Total Pay will sum all of the values from C6 and onward. I'd like the "Pay Due" (C3) to show all of the balance due for those cells that don't have a pay date listed. With the example above, I'd like it to display "5" but then when a date is entered into the "pay date" column for that
Can't access my account. Website doesn't work. ERROR- ACCOUNT IS INACTIVE
Can't access my account. Website doesn't work. ERROR- ACCOUNT IS INACTIVE All of a sudden, I can't access my zohosites account. It says that my account is not active, though I've paid my subscription a couple weeks ago. Login: eurobinex@rambler.ru
Select multiple days on calendar report
I would like to select a range on a calendar report, then have the form open (as it currently does, on click of a date), auto-filling the start and end date. Is this possible? or is there a workaround that i can employ for this?
can we set cost submission rules depending on client or project?
current rules seem to be one employee to one boss. but can a submitter submit to a project owner? so the person to submit depends on the project of the expense. thx!
How to calculate number of days in service
Hi, I need to calculate the amount of days a truck's been in service. I plan to update this with a workflow or schedule every day. I could sum up all days, but I need to exclude the days in which the truck has been in standby were no shipments have been made by that truck.
Email CC Issue
Hi Zoho Support, Zoho Client Portal Issue # 1 - We would like to sort the ordering from the image above. Is there a way to sort it? Issue # 2 - For the CC feature, it will only allow to include 1 person in loop. We would like to add multiple emails in the CC. Zoho Desk Support Issue # 1 - Same as Issue # 2 for (Zoho Client Portal). This was previously discuss with one of your colleagues "Re:[## 24706324 ##] Ticket Layout CC Field" I understand that once tickets are created, we will be able to include
Is there any flexibility regasrding the layout and information shown in the preset approval process?
I have a client that is using the preset approval process for an app. We have ave been asked to edit the information shown to the approver in the mobile app, also to play around with the layout of the Approvals tab in the web app but have not found a way to do it. Any suggestions? Thanks Constantino
Help! Unable to send outgoing email
Hi Hi, We're having trouble sending outgoing email for @Clara-Sunwoo We went and deleted sent and trash just in case we have exceeded the limit. Any answers or fix? Thanks! - Mala
Email outgoing has been blocked
Hi Admin One of my team member just told me that his email has been blocked and not able to receive and send emails . his email is furqanul@mediatrenz.com Kindly check it and please make it unblock asap so we can resume our work as this is causing lot of problem since we are not able to receive any email. Looking forward for your response. Thanks Prabhat
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