Solution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of Zoho
Assign a Lite Agent or Regular Agent to Account
We need to be able to assign an Agent (preferably a Lite Agent since all we will give is read \ view access). We generate Monthly bill reports for Accounts that are emailed via Advance Analytics. When the accountants see a charge and want the details,
Set Status when replying
When sending an email reply (to a ticket), is it possible to automatically set the Status at the same time i.e. with one click? I previously used Zendesk which did this by providing options like Submit as Open; Submit as Pending, Submit as On Hold
Zoho Desk Autumn Release - 2024 — Post 2
Continued from Zoho Desk Autumn Release - 2024 - Post one Automation Reply directly from the IM channel during specific blueprint transitions Agents can respond to a ticket through an IM channel right from within the Blueprint. For instance, if a customer
Zoho Sign - Radio Button
It would be extremely useful if Zoho Sign had radio buttons as an option. Hopefully a relatively basic request that could be really helpful.
Ability to collapse sections within modules
Some sections are not as necessary for me to see all the time. I'd like the ability to collapse or hide sections for my personal view. Moderation Update: We have an active thread capturing the votes and feedback for supporting collapsible sections. Please
Filter leads by multi select lookup field
We have modules `Leads` and `Marketing Events` and they are connected via a Multi Select Lookup. All is well on that front. `Marketing Events` have a `code` field that is commonly used internally, it is much shorter/easier to use and is unique to the
Voici Bigin 360 : une version optimisée, proposant de nouvelles fonctionnalités
Nous avons le plaisir de lancer une nouvelle formule tarifaire : Bigin 360, l'édition la plus haut de gamme, qui viendra compléter les éditions Express et Premier. Depuis son lancement, Bigin a conquis de nombreuses entreprises qui nous poussent, par
Any way to refresh publish page?
I have published page that include: 1 - stateless form (published) 2 - report (published). the stateless form has a field for user input and a button. I've created workflow for the stateless form button click that do some updates for the records showing
Saving more Local Hard Drive Space?
I'm trying to off-load local storage to workdrive. However, I'm now sure how to make sure it off loads and only keeps the files online (on workdrive). I'm very low on local disk space and even though I've moved lots of folder to workdrive, it doesn't
I cannot verify a sender address, although I have successfully set SPF and DKIM records!
Hello Zoho team, I'm trying to use the Zoho email marketing campaign. The problem is that even though I have set the SPF and DKIM records for my domain and get two green tek in the zoho panel, the email campaign setup does not accept any of my emails,
Video Interview Email Template & Notification
Hi there, Does anyone know how to edit the Recorded Video Interview Email Template that is sent to the candidate? Its not listed in the email templates. Also is there a way to create a workflow to notify the recruiter of any completed recorded video
Mass creation of tasks.
Is there a way to creating a single task and apllying it to multiple leads. e.g. The task of "Contact lead" to be added to 100 identified leads? Thanks for your time and assistance.
Annual Leave ..
Greetings For Annual Leave we have policy as 30days per year from date of joining , credit only when employee finish one year of joining .. if we have employee joining date => 1/3/2023 ... employee at 1/3/2024 => will have 30days .. ( 2.5days every month
How to change the ticket layout when manually opening it?
I need to change the ticket layout displayed while opening it. I already have the ticket field I want to be filled, but I cannot display it during the ticket opening process. Just to be clear, I am referring to the ticket opening process inside the Zoho
WhatsApp and Desk ticket integration not working
Good morning, We have integrated WhatsApp for Business into our Zoho Desk and we are able to have conversations with our clients without any problems. We are also able to raise a ticket from a WhatsApp message, however this is where the integration seems
Zoho incorrectly interprets incoming email Content-transfer-encoding when charset is not UTF-8
In nordic countries (Norway, Sweden, Denmark, etc.), Microsoft Outlook default setting is to produce email headers like this: Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable or Content-Type: text/html; charset="iso-8859-1"
Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! Product
All-Channel Combined Reports
Is there a way to create/view a report that combines all the data from each channel to provide a view of ? For example is there a card or feature where I can look at my total social engagement, total views/impressions, total reach, across the entire brand?
Manual Purchase Order / Sales Order row entry - remember last search term
Currently, when adding a row on the manual purchase order or sales order screens, the search term needs to be entered each time. Zoho should remember the last search term used, bringing up the same filtered list. Example:- Add Orange T-shirts Current
Boolean operators
Why can't I use != (not equal to) when comparing 2 booleans?
Tip 33: How to create custom forms and reports using widgets
Hi folks, In this month's tip, we're going to talk about how to use widgets to create custom forms and reports in your Creator application. But, before that, let's cover a few basics. What are widgets? Widgets help you extend the capabilities of your
Get form name?
Hi Zoho, Is there a way to get a form name (to be used in the "On Success" script)? Something like the formdata function, but for the form name... Thanks! Ravid
Zoho Vaultからのメールが届かない（復旧済み）
特に弊社側で設定変更等は行っていないのですが、10/28以降Vaultからの各種メール（承認依頼、自動承認、終了等の通知）が全く届かなくなりました。25日までは届いていました（26日,27日は週末のため利用がなく不明）。 そして、同じく特に設定変更等は何も行っていませんでしたが、31日よりまた届くようになりました。 これはクラウド側の問題と考えてよろしいでしょうか？ もしそうである場合、そういったトラブルの情報はどこを確認すれば分かりますでしょうか？それともどこにも告知はされないでしょうか？
Simple Question...Is it possible to delete cancelled appointments?
During the testing, setting up and later where some customers had trouble, has caused quite a few cancelled bookings to clutter up the List View. Am I missing something in not being able to find how to delete these altogether? Thanks
Can I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is there
Creating a local text file with deluge script
Hi, I'm looking to find a way to create a text file on my local disk with deluge script. Just want to put text field in a sample.txt file. Anyone has a tip on that ? Thanks, Pascal Veilleux
How to change name of the portal user
Hi Team, I am not able to change the portal user name. By default, it is taking the email prefix. Is there a way to give or update name of the portal user?
Increase or reduce the number of columns when creating a form, depending on the value of a field from another form.
Hello, I'm wondering if it's possible (via Deluge, Workflow, Blueprint or whatever) to make the number of columns, when creating a new form, depend on a value entered in a field from another form. In this way, with the same field, you could decide to
Microservices Missing in Zoho Creator
I'm listed as an admin for Zoho Creator but I can't see an option for Microservices. I need to manage connections and from the kb articles, it would seem admin permission is sufficient for this. I'm an organisation admin in Zoho one if that means anything
How to fix this error
// Get the selected user from the form selectedUser = input.Meeting_With; // Fetch the email of the selected user from the User list attendeeEmailList = Users[Full_Name == selectedUser]; // Check if a valid email was found if(attendeeEmailList.count()
Adding a customer specific record to customer subform
Hi, Can anyone point me in the right direction I have customers as a form with all their details on it. I also have separate jobs, tasks & assets forms that I can also fill out, now when I create one of these records let say for Customer A - I fill out
Date & Time slots Problem
I am trying to use this Date & Time slots card but it won't late me save it I get the following error what am I missing?
can we protect the data entered into the initial value so it can't be changed in zoho forms?
I have an Agreement set up in Data Forms and have put the terms and conditions into the Initial Value field, I am wondering if I can protect this field so it cannot be changed when using the form. So some fields require entry others are providing information
Journey send email action
Hi, Can someone tell me what this means (in picture) please ?
Domain Renew - My Domain
Hi, I cannot able to renew my domain and it is expire on 18/11/2016. I tried in Control Panel --> Domain but I cannot able to see "Renew" button, please help on this Thanks
Zoho People - Leave Type
Hello, I have been struggling with the permission settings in Zoho People for a long time. My permission settings are not getting organized. Different results are being given for 2 people with the same criteria. Do I need to delete leave history to fix
Support for WebP image format on Sites ?
Hello, Do Zoho Sites support WebP image format ? What is the best image format for Zoho sites ?
I keep getting a max number of requests error in my function
There was a change in how report automation is made and it caused us having to create a custom function in zoho expense. I'm trying to grab all expenses of the month from each user and create a report. However, I'm getting too many API Calls error. How
Force Uppercase
Is it possible to force a field to be uppercase? In particular the city and state fields. Cheers
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