Follow lookup field link in subforms or reports
What am I missing here - there appears to be no way to drill into a record linked to as a lookup field, either in a subform, or as a column on a report. How is a user supposed to be able to quickly navigate through related records? Please add a magnifying/drill into button next to lookup fields, or make lookup fields displayed in reports a clickable link. Please refer to the attached screenshots - as you can see I can create Master/Child set up but then there is no easy way to drill into a child
Ticket for a lead
Is there a way to create a ticket for a Lead vs a Contact? We have prospects that need assistance while using a demo of our product. It only seems to let you choose from Contacts and if you put in the name/email of a lead it will create a Contact.
Escalation Process - Improvement
Many thanks for a helpful UK User Group Meet Up Session today. I think it was clear that there needs to be a better understanding of the escalation process. Please share the information on the escalation process, you mentioned an email/link that we should
Is there a way to have zoho connections use the logged in users information instead of posting as me?
For example in my Creator App I have a few OAuth Connections that I created to link different Zoho Apps. The "System Connections" perform as expected, where the Logged in user is the one who posts the content. However, for any non-system connection everything
Custom action or link in related block in detail view
Hello. I have a detail view of a report where the subforms of the main form appear as related blocks. I would like to create a button with a custom action for each record in the related block or a link that would open the report for that record but it
Metrics
Hi All, Need your expertise to guide me how to create new metrics (Creating Formula) in the report (analytic)?
INSERT IMAGE IN FORM AND WRITE ON IT
Hello, I have a vehicle transport company and I want my drivers to be able to use Zoho and complete a photo of a vector vehicle. The idea is that they can put symbols or letters (X damage, E dent, B Dent) on the image. Do you think its possible. How to
How do I get a hot link to and an updated field to be send via email
So when I new record is created there is a url shortcut to the new added record, thanks :)
Auto Assign based on first reply
Is there a way to automatically assign a ticket based on the first agent to reply via email? Example: Client sends an email to help@mycompany.com All agents receive notification email First agent to reply to that email will be assigned task Also, why
Twilio Phone Integration - Sub Accounts
We have been using the Twilio phone integration with Zoho Desk to manage inbound support calls for our clients. However, after moving some of the client's phone numbers from our main account to a sub-account in Twilio, we have stopped receiving calls
Names displayed in lowercase
When a ticket is submitted via email, Zoho Desk picks up sender's name, but displays it in lowercase on the ticket. Is there a way to prevent it and displayed it properly? Example: Email is sent to our support email address with: From: John Smith < johnsmith@example.com>
Video MP4
I"m trying to add a video MP4 to post on social but I am having some problems.
Deluge in Zoho Services #3: Zoho People
Hello everyone, In today's post, let's explore the ways you can use Deluge to achieve more with Zoho People. In addition to supporting connections, Zoho People supports Deluge in the following four areas: Validation Workflow Scheduler Custom button
Creating two dashboards from the same dataset with one extra filter
Hello everyone, I'm new to Zoho Analytics, so perhaps my approach has been overly complicated but hopefully somebody can guide me in the right direction. I have a dataset of names and each name has 5 values. I have created a chart with a look up filter
Issue fetching Line Items in Zoho Flow from JSON Response
I'm having trouble fetching product details (line items) from the JSON response in Zoho Flow. While I can access other details, I'm unable to retrieve product information. I can't access the "Line items" data in Zoho flow. Any advice how to resolve
Item 0 Stock update to Sold out.
Hi, can anyone help me with this? Is it possible for an item to be automatically marked as sold out or unavailable for checkout while still being listed on the website when the stock reaches zero?
Categories vs. Collections
We have Products that span multiple Categories. Product 1 can be in Category A, Category B, and Category E. Not all of the Categories but sometimes more than one. If we set up the Products with Tags we can bypass the Category functionality and have Collections
Muli-week calendar
Hello, I would find great if Zoho Calendar could be displayed in a multiweek way. Three weeks would be the best for me. The week view is too large, one cannot see a whole day at a glance. And knowing what's happening the next week is of high importance. The month view is too small. This month for example, six weeks are displayed on the month view. The boxes are then way too small to display enough and one must always click on "+x more". Thanks for the good work, Nicolas
Change menu text colour in footer
Hi, I have just updated the menu in the footer of my website and the colour has automatically been set to a deep red shade. I wish to make the text in this menu white, but I cannot find the settings to change this. Is it possible to change the colour
Warehouse with Multiple Branches
I have a client that wants to use the Branch feature in Zoho Inventory (particularly for the reporting), but they can't as you can only assign Warehouses to a single Branch. This is difficult when several Branches draw stock from a main Warehouse. So,
Ayuda
como busco los audios que grabé en las notas?
PGP within iOS Zoho email app
Sending and receiving PGP-encrypted emails works perfectly with the Zoho browser/web client but I can't find any way to encrypt/decrypt these messages within the Zoho iOS email app. When I attempt to open an email from a contact whom I've exchanged keys
Linking multiple emails from Outlook to a specific Deal record
Hello, can someone help me with a procedure that would allows to link multiple emails from Outlook to a specific record in the Deals module in one action? Thank you, Karina
Word Count?
Is there a way to view the word count for a note?
Group Email out of office
Is it possible to set up an out of office for a group email?
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Zoho Api returns HTTP response code 200 but not updating custom field value
I am facing an issue in updating my custom field id value via API using zapier. While i have also tried it from postman for testing it gives me response code: 200, but values are not updating
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Invoice on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction IP Velocity
Multiple values in API
Hello. I am trying to filter invoices by draft,send,unpaid,partially_paid. it returns me an error due to wrong values for status. is there a way to filter with multiple values?
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Checkout on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction IP Velocity
Kaizen #163 - Extension Widgets in Zoho CRM
Hello Developers! Welcome back to a new week of Kaizen. This week, we are diving into the significance, types, and practical uses of Extension Widgets in Zoho CRM. It helps in boosting business efficiency and creating customized CRM experiences. What
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction
How to Add Products to Leads in Zoho CRM using Zoho Flow Automation
I am currently working on automating the integration between WooCommerce and Zoho CRM using Zoho Flow. My objective is to streamline the workflow such that when a new order is placed in WooCommerce, a corresponding lead is automatically created in Zoho
Autocomplete stopped working for some contacts
Hi In Mail the autocomplete has stopped working for some contacts? Can not work out why. They are in the contacts section. Any clues as to why this has happened? Been doing it for 3 or 4 weeks now
ZylkerShop: Building a Thriving Community
Hello, everyone! This week, let's discover how Zoho Desk's Community module empowered ZylkerShop to get their customers talking. We’ll dive into the tools and insights that helped them connect with their audience on a whole new level! ZylkerShop set up
Missing record from multiple record creation
I have made a deluge to create multiple records based on date as below z = input.Total_Number_of_Sessions; x = z - 1; y = input.Interval_between; var = input.Start_Date_Time.daysBetween(input.End_Date_Time); iterationString = "".leftPad(x).replaceAll("
Twitter is now X on Zoho Social!
Hey everyone, Following the recent announcement about the popular social media channel Twitter being rebranded as X, we are here to inform you that Zoho Social is up to date with these changes. The Twitter logo has been changed from and the website reads
How to Pass the value for URL field to CRM from Creator by API.
Hello There, We needs to pass value for URL field in CRM from Zoho creator by using API.Please suggest the steps to achieve this. Thanks in Advance, Thisai Moorthy.
Recent Defeat of Zoho webform CAPTCHA
We've noticed over appx the past 2-3 weeks that the CAPTCHA field on our zoho powered webform is easily being defeated and the number of spam / junk submissions went from almost zero per day to up sometimes as many as 10 per day. This junk data shows up in our CRM and constantly needs cleaned out. All of the email addresses are registering from the "@mail.ru" domain. Is there a way within zoho and not necessarily on the server side to block this domain or any other creative ways to prevent this
I importing email templates from CRM into campaigns
I have recently subscribed to Zoho Campaigns. I have a few email templates in my CRM which I would like to use in Campaigns. Can I import these templates as they are or do I have to make new templates in Campaigns.
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