trigger a blueprint transition
is there a way to trigger a transition to happen automatically? ie, if i update a field from NO to YES, then the blueprint will automatically transition to the next status, along with automatically update a few fields. or if not, is there a way to bulk change blueprint transition among multiple tasks?
Image from email signature is stripped
Hello, I have zoho corporate email account and have set a HTML signature for all my outgoing email. The signature contains inline image with <img src="data/png:......." /> When I compose the email, i get the signature by default. So it makes me believe
Access user email from control panel direct
Hi Team I am looking for an admin feature in zoho control panel that you can access a mailbox direct for administrative purposes without the normal way of resetting the password for a user and then login Normally if a user resign, as part of the handover
Zoho ToDo Tasks do not appear on zoho calendar
As the title says. Got plenty of tasks on Zoho ToDO but they don't show up under the calendar. Any way to get this integrated? Zoho ToDo seem to be super powerfull because of its simplicity but it lacks integrations. Thank You.
X-Zoho-Virus-Status
What does this header flag define as? If there are more values, please describe? Those are the two I have seen thus far. X-Zoho-Virus-Status: 2 X-Zoho-Virus-Status: 1
Integrating ChatGPT with Zoho Mail: Enhancing Email Management Efficiency
Hello fellow forum members! Today, I'd like to share an idea that has been on my mind lately: the integration of ChatGPT with Zoho Mail. As we know, ChatGPT is a state-of-the-art language model developed by OpenAI, capable of generating coherent and context-aware
Export Ticket information
Hello, Is there a way to download all the ticket data, including the subject, content, contact name, etc., into an Excel file? If so, could you guide me through the steps?
Admin Control Over Agent Preferences in Zoho Desk
Hi Zoho Team, I’d like to request a feature that provides administrators with control over agent preferences in Zoho Desk. As it stands, agents can freely adjust settings under Settings -> Personalization -> Preferences (such as Auto Suggestions, Time
Nodemail with Zoho returns "535 Authentication Failed"
I'm trying to send an email from nodemail to a gmail account through zoho. I've done this by using the following settings for the transport: nodemailer.createTransport({ host: "smtp.zoho.com", port: 465, secure: true,
VIRUS DETECTED PDF DOWNLOADS - URGENT
I am trying to send a pdf download to a customer but it is blocked "virus detected" Please help.
CRM integration error - "Record Id not available to update the record."
Hi, I am trying to synchronise my Survey with the records in my CRM but when I look at the CRM sync status it shows me that none of the records are successful with the cause of failure to be "Record Id not available to update the record." - Screenshot
ASSET REGISTER AND DEPRECIATION SCHEDULE
Hi Team, Kindly assist us how to have ASSET Register in zoho books. We have clients who have lots of property, and we need to monitor their assets using asset register.
Subscription Events
Good day, I'm working with web hooks and I am curious if there is a documentation for the `event_types`? Like a detailed list of events and event orders, life cycles. Is there something like that? I couldn't find any.
Overdue Tasks accounted for in workload reports
Hello I have a question: If a team member did not complete a task in time, it will show as overdue. I'd like to know if there's a way for this overdue task to be counted as part of the workload report for the next period, without having to change the
Nuevos tiempos en Zoho Community en español
¡Hola! Os saluda Elsa Perpiñá Subiñas, la cara visible de la comunidad en español, y encargada de crear y mantener esta plataforma como un lugar donde conectar y compartir con otros usuarios. Os doy la bienvenida a una nueva era en esta comunidad, en la que las publicaciones, contenido, preguntas y respuestas estarán escritas en español, y realizadas especialmente para vosotros. A partir de esta semana podréis encontrar: 1. Nuevos subforums en los que encontrar información y realizar vuestras consultas,
Deals page sub-forms fields not showing in webhook
"Can we include sub-form fields as parameters in webhooks sent from Zoho CRM to external systems? Right now, the data from sub-form fields isn't supported in webhooks, which limits our ability to integrate Zoho CRM with other systems and automate data
Ticket customer to be created as CRM Leads
Hello, We noticed that when we create a tiocket or a ticket is created from salesIq Chat, the contact name use in the ticket create a contact inthe CRM. Our process is that it should create a Leads instead. There re no way I found to change this behaviour.
Is it possible to create a Zoho CRM lead from within Zoho Support?
Hi, my client has a group email address enquiries@domainname.com. They're thinking about linking that to Zoho Support. This would work well for customer service emails but I'm wondering how they would handle new sales enquiries. Is it possible to create
can not access the form
hello, I can't access the web form that I made. I was able to access it yesterday, and it just happened today. it looks like all the accesses to "https://forms.zohopublic.com" are denied because of the security reasons... I tried firefox, google chrome, and internet explore, but all of these browser had the same result. I am wodering how I can fix it, and am also wondering that if it is because of the security program in my computer or the security level of my browsers, the same problem may be happening
Disable Project Data Export
Is there a way to disable a user's or group's ability to export project data? I want to prevent users from exporting project data at all. It looks like you can prevent users from exporting analytics reports data, but when I look in the projects module
Help with pagination and getRecords
I need to list the unpaid invoices, it works like this: search_map = {"status":"unpaid"}; invoices = zoho.books.getRecords("Invoices",organization.get("organization_id"),search_map,"conn"); The problem is when there is more than 200 results, in the results
Webhook using JSON Simple Example?
I'm new to Zoho (and JSON) I'm trying to create a webhook using JSON. The webhook creation interface appears to be very rudimentary. On the Webhook creation screen under "Parameters in the User Defined Format(XML, JSON, etc.)" The insert is just a one line text field. That seems like not very useful for building a JSON request, especially for someone just learning the JSON format. Can anyone show me a simple example of how a JSON request would look inside that text field for just say, posting
Update on PDF Download Issues Caused by Antivirus Software
Hello there, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Simple Function Help needed, Proper case lead name
Hi there- I am very new at this, and I was wondering if someone could help me. I need to proper case "Lead Name" I understand I need to create a workflow and a custom function...and I am thinking I need to pull the "Lead Name" to a variable and then use
Client script setVisibility() of a field in Canvas Detail page returns unsupported action
I'm trying to hide a field on the Canvas Details page when the page loads. This should work as per the docs: https://static.zohocdn.com/crm/9254769/documentation/ZDK-1.0-M2/Field.html var fieldStatus = ZDK.Page.getField("Status"); log(fieldStatus.getValue());
Reports on Emails received
Is there any way out or procedure to make a customized Report on emails received ? I am only able to make report on email sent using my account in CRM It must show subject, date , time of the emails received [email Received could be either a fresh email
Custom rollup fields for work items
We’ve been receiving requests from our valued customers to introduce rollup fields to automate calculation in work items. Here are some of the requests we've received so far: Is there any way to have task estimation points roll up to the story (parent)?
Download speed/processing time of meeting recordings
Hi there, We usually send a link to our customers of the recorded Zoho meeting. In the past this would only take a few minutes (approx 10) to process (see below screenshot) but it is now sometimes between 40 minutes to over an hour. Can you tell me what
Cannot Import Invoices from Wave
I am trying to import from Wave. The invoices import wizard keeps throwing a date format error. I have tried everything to fix this, even going to the extent of altering the date format in my organisation profile and then changing the date format from
Simple way to add Support Contact to CRM Leads/Contacts on New Ticket
Case Scenario: Support WebForm is used as contact form on company website. Visitor is not yet customer of company, and is not listed in company CRM. When form is completed, Support is updated with contact information, but CRM is not... therefore potential customer cannot be located in the CRM for follow up or automated responses/workflows etc. I've been looking through the documentation and there does not seem to be any automated way to create a CRM Lead based on a new support ticket creation (by
Remove space/ in the end of the email
Hi, I imported the Candidates in Zoho and in several records in the email space, after the email it is found an space or " ". It bothers me because I cannot use the aumation tool to send emails or the button send email properly, as then it doesn't show the email as it should. Meaning, if the email is maitee.santiago@gmail.com; it shows maitee.santiago@gmail.com (https://recruit.zoho.com/recruit/EntityInfo.do?module=Candidates&id=316132000001195304). Is there any way you can delete the
My email is LOCKED! Please help!
Task ' info@NorthernColoradoRentals.com - Receiving' reported error (0x8004210E) : 'Your mailbox is temporarily unavailable because another e-mail message is being delivered to it or another mail application is accessing it. The server responded: -ERR
How can I see the run time of the data sync with my google cloud db?
I'd like to get a sense of the time needed to sync the various tables of my Zoho Analytics data from my google cloud db. I can only see the last time the sync ran. Is there any way for me to see how long each table takes to fetch? I probably need to optimize
Update signatures for each user through the REST API
Hello, We are Scribe (www.scribe-mail.com) an email signature management SaaS. We are integrating Zoho to our product so that our common customer can use their branded Scribe signature in their Zoho Mail. We already have the oauth client working and we
Zoho Form Advance Approval
Not Able to Approve zoho form via App in case of Advanced Approval ?? it is asking to approve via Web browser ??
Direct Download Links for Image Uploads in Zoho Forms Integrated with Google Sheets
I’ve integrated a Zoho Form with Google Sheets so that any new record is automatically added to the spreadsheet. The form includes an image upload field, and currently, the uploaded image is saved in my Google Drive, with a link to the image appearing
'Unable to scan for virus'
When we try to attach a document to an email , we het the following message: and are unable to send the attachment with the mail. Can this be resolved please
Prefill question with CRM information
Hello, I have a Zoho Form in which one of the questions is a subform that must be filled with information in our CRM. This info is inside a multi text field. Is it possible to prefill this data maybe identifying the record with the incoming url parameters?
Suggestions to Enhance Translation Features in Zoho Creator
The localization capabilities in Zoho Creator are great, and as a partner who heavily relies on them, I’d like to suggest a few improvements. These changes would streamline workflows, save valuable development time, and enhance the customer experience.
Bazı mail adreslerinden mail alamıyorum
Bugün bir insan kaynakları yöneticisi ile görüştüm. Takvimi mail göndereceğini belirtti. Ancak 1-2 saat içinde gelen bir mail olmadı. Kendisine yazdığımda gönderdiğini belirtti. Bende Gmail adresimi paylaşarak ona göndermesini rica ettim. Ona anında geldi.
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