Mass Update of Product Unit Prices in Price Books
I would love to know how I can maintain my Price Books in Zoho CRM. Is there a way to mass upload and mass update products? Is it possible to have a separate Zoho Sheet for each Price Book? or a unique and filtering the specific one?
Hide SMS option in ZDialer when SMS is not enabled in Zoho Voice
Hi,When making calls via ZDialer — whether through Zoho One or directly in Zoho CRM, Zoho Desk, or Zoho Recruit — agents see both a call option and an SMS option. There is currently no way to hide or disable the SMS option. For organizations that have
Apply updated queue messages to callers already waiting in the queue
Hi, When a queue message is updated while callers are already waiting, those callers continue hearing the old message until they disconnect and reconnect. Only new callers hear the updated message. This is a significant operational limitation. A real-world
Show live wait time for calls currently ringing or waiting in queue in Live Calls view
Hi, In the Live Calls view, there is no way to see how long a call has been waiting or ringing. This information is only available after the call is completed in the call logs. This is a standard and fundamental feature in any call center management system.
Hide or clearly mark agents who are off-shift or on vacation in the Users list
Hi, When using the Agent Status Schedule, agents who are off-shift or on vacation are automatically set to Offline — but they remain visible in the Users list alongside agents who are actively working. This makes it difficult for supervisors to get a
Zoho Desk iOS app update: Filter and Timeline feature on the Tickets module
Hello everyone! We have introduced a Filter option in the ticket module to help you to refine the ticket listing based on specific criteria. You can now create and edit saved filters to easily manage frequently used filter configurations and access them
Error al enviar factura VeriFactu a AEAT con retención del 19% en factura de alquiler
Hola, Estoy intentando enviar una factura a la AEAT desde Zoho Books mediante VeriFactu y recibo el siguiente error: El envío de la transacción a la AEAT ha fallado debido a las razones siguientes: El campo ImporteTotal tiene un valor incorrecto para
Tips & Tricks Series - #1 Creating Pretest in Zoho Learn
Hello everyone! We’re excited to kick off a new Tips and Tricks series. This series is focused on helping you discover the hidden features in Zoho Learn and how to make the best use of them. Today, we’ll be discussing pretests. A pretest is an initial
Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters
Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
Add Pause / Resume Option to Zoho Quartz Recordings
Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are
Tip #78- Exploring Technician Console: Multi-Monitor Navigation and Pop out- 'Insider Insights'
Hello Zoho Assist Community! Welcome back to our Technician Console series. This week we're tackling a scenario every technician knows well: the remote machine has more than one screen. Meet Multi-Monitor Navigation. Picture connecting to a workstation
Tasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
Zoho Assist Feature Update: December 2024
Streamlined remote support with Wayland compatibility for Linux Assist Now is compatible with Wayland, the secure and modern replacement for X11. Wayland enhances display management and communication for seamless remote support when connecting with Linux
Zoho Assist Feature Update: November 2024
Multiple department admins Building on the existing department admin feature, we’re excited to introduce a new update: Admin privileges can now be delegated to up to 15 team members within each department. Department admins have full control over their
Zoho Assist Feature Update: October 2024
Set up unattended access from native viewer: This feature, previously available in the web viewer, has now been introduced in the native viewer. This enhancement allows technicians to install unattended access on a customer's machine with just one click
Zoho Assist Feature Update: September 2024
Advanced session audit for Windows This feature allows technicians to customize session auditing processes to match their organization’s needs. They can choose specific events to log in the audit report to meet the organization's security and compliance
Marketer's Space: Why your custom return path matters
Hello Marketers! Welcome back to Marketer's Space. This week, we'll discuss custom return paths. Let's say you handle email marketing for Zylker Coffee, a growing online coffee business. Your campaigns look sharp, your subject lines land, and your list
Writing by Hand in "Write" Notes
Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
Zoho Assist Feature Update: August 2024
Bulk download and deletion of session files Users can now download or delete session files in bulk. This feature enables users to manage files effectively and maintain an organized system by deleting outdated files. Additionally, users can share multiple
Zoho Assist Feature Update: July 2024
Remote script execution for Linux devices The Execute Script feature, previously available for Windows, is now extended for devices using the Linux operating system. Technicians can easily execute Bash scripts to update, install, or uninstall software,
See a list of all records enrolled in a cadence?
I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.
Add Zoho Quartz support for submitting screen recordings to Zoho Voice support
Hi, When reporting issues to other Zoho departments (e.g. Zoho One, Zoho Desk), we can use Zoho Quartz to record and submit screen recordings. This makes it fast and easy to show exactly what the problem is. Zoho Voice support does not have this so every
Immediate Offline Message When All Agents Are Unavailable (Queue Audio Profile)
Hello Zoho Voice Team, We would like to request an enhancement to how the Offline status condition is handled when a caller enters a queue and no agents are available to answer the call. Current Limitation: At present, when a caller enters a queue where
Immediate Queue Announcement Slot for Outage Communication (Queue Audio Profile)
Hello Zoho Voice Team, We would like to request an enhancement to the Queue Audio Profile configuration that would allow administrators to play an announcement immediately when a caller enters a queue. Current Limitation: Today, after the Welcome Greeting
After Hours IVR
The lack of ability to choose "IVR" for an "Off-Duty Handler" as part of Business Hours is not optimal, and in my opinion should be a standard feature. This functionality exists within any PBX that I've worked with in the past. Having to forward calls
Module Not available.
Hello Latha and Team, I have created a connection in Zoho Creator to link with Zoho FSM using the built-in connection. However, the issue is that this connector is not able to access the Services and Parts modules in FSM. To run my in-house application,
Building extensions #4: Creating seamless integrations with connections
Hello all, In our last post, we gave an overview of the fundamental features available in the Zoho Sprints developer platform and the capabilities they offer in building effective extensions for Zoho Sprints. In this post, we'll explore the feature Connections,
Create a Custom view that displays the current signed on support reps Tickets
Is there a way to create a custom view that has criteria that says Ticket Owner = [Current Signed on Support rep]?
Profile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.
Custom Functions
Hello Latha, Hope you are doing well. I tried to create a new automation, but when I attempted to save it, I received the error message shown below. Could you please help me understand what is causing this error? I also checked the Price Comparison section,
Improved UX design for Projects CRM integration
The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific
Zoho Assist Feature Update: June 2024
View multiple monitors on different screens You can pop out remote monitors to view each one on a separate screen, providing the capability to project two customer monitors on two technician monitors simultaneously. This enhancement is designed to increase
Zoho Assist Feature Update: May 2024
Chat session feature The chat session feature enhances portal functionality by enabling technicians to initiate sessions with customers via chat before downloading agents. This flexibility lets users tailor support based on specific requirements before
Zoho Assist Feature Update: April 2024
Session-ending option outside the Android customer app Users of the Android customer app now have the ability to swiftly end a session by simply exiting the app. Upon ending the session, a bubble head will appear on the screen, which users can easily
Zoho Assist Feature Update: March 2024
Assign sessions to internal technicians Admins and technicians can can reassign and modify the scheduled sessions to fellow technicians within their departments, enhancing collaboration and workflow efficiency. They have the flexibility to make initial
Zoho Assist Feature Update: February 2024
Geo Insi ghts Unlock tailored user care with Zoho Assist's Geo Insights! Strategically map and optimize support sessions across regions, enhancing your organization's ability to deliver targeted assistance where it matters most. Independent file transfer
Quotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it? Moderation update: This feature is now supported as part of the broader revamp of import functionality
Glitches on dropdowns
Hello I have a couple dashboard published. Some of my buttons and drop downs are not working - clicking on them does nothing. When I use the dashboard in the development space everything works fine, when editing and viewing. My dashboards are added to
Email automation in CRM
Good afternoon, Zoho Community: I hope you are all doing well. I am contacting you to request your support with an automation I would like to implement in Zoho CRM. In the Accounts module, we have a subform called "Current Contracts" to manage active
New Feature : Copying tickets with all the contents such as conversations/history/attachments etc
Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations
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