Change Zoho Desk Super Admin
Hi Zoho support team, May we ask on how we can change our super admin for our subscription? Currently, the person in our company primary contact and account administrator is different from our super admin This is because we are trying to enable the chat
Guided Conversation Widget - Can it Auto-Start?
Finally got our guided conversation to work like we hoped and create tickets. Doing some testing this morning of how to lay it out on our website and rather than getting an active chat dialog, I'm presented with this (relatively hideous) thing I've never
Zoho CRM Group Records
Hello, It would be a great addition if we are able to group records by a field, not only sort them. For example lets say I have a field Account Status - a) Potential b) Customer Currently I can sort all the records, but it would be nice if I am also able
Amending Bounced Email Contacts so they Become Active
I have a few bounced emails that I can amend by correcting or adding the new email - how is this best done so they can become active again? I sync with Zoho CRM so if I change in CRM, will this be reflected in Campaign contacts? Just need a way to amend bounced contacts in Campigns with correct info and re activate them? Thanks
Cannot Edit Zoho Creator Apps
Hi. I have been unable to edit my creator apps. When I click “Edit Application” it goes into a loop.
Zoho Project - Report showing 24h avability
Hello, I'm trying to standardize how our projects works and working with defining the workload but some some reason all of my staff seems to be available 24/7 and i absolutely can't find the option to change this. Where would that option be?
Bigin IMAP Email attachment view - expand to see full filename
Hi there, Is it possible to please update the way that Bigin shows attachments when in the IMAP Email area. Currently there's no way to distinguish between different files as the names are truncated. I'd propose that an improvement would be for example
Condition d'affichage dans la vue détaillée d'un rapport Creator
Bonjour, Dans mon application Creator, j'ai un formulaire avec un champ liste, et selon le choix fait, j'affiche telle ou telle section. Exemple, choix dans la liste : A, B, C et D. Si je choisi B, j'afficherai la section B du formulaire. Chaque section
Invalid oAuthToken
I'm trying to query the Zoho Sprints API using the PostMan collection but when I query the endpoint I'm getting the following response: { "code": 7601, "message": "Invalid oauthToken", "status": "failed" } I'm querying the https://sprintsapi.zoho.com/zsapi/teams/
How to carry over module name to another module with automatic generated number
Hi there, i want to be able to from a module called sales order, automatically put the name into Delivery order, however there is a workflow that automatically generates the name as the delivery order no. picture of delivery order name and no. in this
Introducing Open Shifts (beta) in Zoho Workerly
We are excited to introduce Open Shifts (beta) in Zoho Workerly, which allows businesses to easily manage last-minute staffing needs. This feature is designed for industries with unpredictable shift schedules, such as healthcare, retail, and security.
Speak your Customers' Language: Azure AI Translator for SalesIQ is here!
We're happy to reveal the all-new integration of Azure AI Translator with Zoho SalesIQ! With this integration, visitor messages in foreign languages can be translated to your operator's language for easy, quick support, breaking down language barriers
CRM Developer Connection
I want to change an developer admin account to a non admin on production. This account has connections created under it, is there a way to transfer ownership of the connections or will I have to recreate them?
Writer not saving
Twice in the last week I have had problems saving Writer documents. Any work done during that session was lost. The problems occurred on two different machines, both using Firefox. I did get an error message indicating that I should copy my work before exiting. Foolishly, I didn't follow that advice because when I tried to save it again, it appeared that it was saving it. Arthur
Favicon not showing
I cannot get the favicon to show for my Zoho site. I've purchased the business add-on. Does the business add-on need to be purchased in order for the favicon to be displayed, or is there an issue that I am missing? The .png file I am using is sized 64 x 64.
Meeting color coding - determined by filter
Hello, the meeting color coding is great! I have an idea, can the filter setup screen have an option that says "Field that determines calendar color coding". Since the filter being used at the time still determines that only 1 picklist is driving the
Can I Create Check Box Fields Instead of Multi-Select?
Is there a ways to create a field that has several check boxes to choose ? ..Not Boolean For examples, Field Name "Areas Of Pain" -Neck - Back - Shoulder I want a check box next to each so person can check one or all.. I know I can use mult-select but
Quotes - Products - Discount percentage does not work
Team, I have a layout in Quotes with Products to estimate the budget The thing here is that I've added Discounts to the grand-total (that works fine) and also possible per line. This one does not work: everytime i choose a product, and select the price
Changing Web form Button Color
Is there a way to change the color of the button on the web form? When I embedded it into wordpress , my buttons turned blue. Help how do I fix it ?
Looking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, which
Sort By Value Descending disappears when there are more than 2 Groupings
Hi - the Sort By feature in Table Charts is really critical and an excellent addition. However, when I add a second Groupings (i.e., Account Executive and Account Name), the option to "sort by value" disappears and only leaves "sort by label" - which
Bakstage to crm is hanging
Synced backstage with crm campaign. Got the correct license but when we go to crm the campaign is there but just hangs. Unable to add contacts and not fully loading
COGS not shown in P&L
Hello, my name is Lucas. I have a wholesale phone case company. I import products from China to my country. The issue I was havaing is to have my Cost Of Good Solds in P&L, because when I run the report they only show me how much I spend in goods, shipping
Importing (Customers & Vendors )
hi zoho team , how can i add opening balance date for vendors and customers if i got new system but i want record transaction with last 3 months. i tried to import or add the customer manually but opening balance start with this month thanks
How to Maintain Column Order When Exporting DataSets from DataPrep
I have a daily scheduled export of a Dataset that absolutely must maintain a consistent column order. However, I'm finding that the exported column order changes from time to time which breaks the pipeline upstream. Is there some method of ensuring that
Marketer's Space: Smarter Marketing with CRM Integration
Hello Marketers! Welcome back to another deep dive into smart marketing strategies at Marketers' Space! Today, we’re kicking off an exciting series focused on how Zoho CRM and Zoho Marketing Automation (ZMA) when integrated can transform your marketing
Zoho Payroll: Product Updates | October 2024
October is here, and so are the latest Zoho Payroll updates.This month, we’ve rolled out features that simplify your processes and provide valuable insights—so you can focus on growing your business, not just running it. Quarterly Pay Schedule: Make paying
Power of Automation: Streamline Deal creation in Zoho CRM automatically when a Project is created in Zoho Projects.
Hello Everyone, Here we are again with another requirement that was fulfilled utilizing the Project Custom Functions. A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger
Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearing
How to transfer uploaded file from one module to another
Hi there, I have made it so that when an enquiry is created, an estimate will be created using workflow. I want to be able to copy the file uploaded from enquiry to estimate module is there a way to do so? Enquiry estimate Moderation Update: We are locking
Add Headlines/Paragraphs/Text to Layouts
It would be extremely beneficial if we could create Headlines, Paragraphs, or other Text in module Layouts (specifically leads and deals). This would be extremely helpful with written instructions for the users, such as outlining a qualification process
SOC1 Bridge Letter
Hi, Can you please provide a bridge letter cover periods 12/1/2023-2/29/2024 for Soc1 compliance report? Thanks!
Page variable do not show decimals
I have a variable in a page for a currency amount. The original data is from a form in currency with 2 decimals, and the page variable is indeed a decimal type. But the decimals do not show in the page. The script is : input.FactureDecimal = Administration[Courriel_client
【Zoho CRM】入力規則機能に関するアップデートのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 「CRM アップデート情報」の中から入力規則機能に関するアップデートのお知らせをご紹介します。 今回のアップデートでは入力規則機能に新たな設定オプションが追加され、以下が可能になりました。 項目を検証してから保存 注意メッセージの表示／確認後にデータを保存 エラーメッセージの表示場所の指定 以下より詳細を確認していきましょう。 1. 項目を検証してから保存 アップデート前： 「保存する」ボタンをクリックしたときのみ項目の検証が可能でした。
Cannot edit some items, get error that transaction has been reconciled
Im posting this here as i hope someone knows how to handle, as i opened a few suppport tickets with no clear response what to do. We have some items that we have to edit the beginning balance or value on. These are items with no associated transactions
Add a Report Standard Filter that isn't time based
The current limits of reports requires a time based filter but in some cases we need to know everything from the beginning of time so these are not helpful. Please expand this to include all time or allow the standard filter for reports to be a non time
Formatting changes don't trigger a save in Knowledge base and Save As Draft doesn't actually save anything
Recently came across this issue While going through some documents and fixing some formatting issues like bolding some words, changing the list options such as bullets or numbering doesn't trigger a "change" and thus the document doesn't auto save. The
Google's Announcement on Deprecation of Less Secure Apps
Google has announced the Deprecation of Less Secure Apps (LSAs/Basic authentication) in Google accounts, requesting all app users to transition to OAuth for enhanced security and to prevent hacking of accounts and information. What does this mean for
Customer Data Integration between CRM and BOOKS not working
A new contact is created via WEB-TO-CONTACT and the information is not always available in BOOKS. Why is that?
Web Tab - New "Minimize" Banner Covers Up Website Functionality
The new "minimize" banner for websites opened in a Web Tab covers up any functionality of the website opened in the Web Tab that happens to fall underneath that banner. This is a real problem in some cases. For example, one of my Creator apps has an interstitial
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