SLA Hours
Is there any way to have any kind of business hours set? For instance if we receive an email after work hours the response rule flags it as over the response time even though we are closed at that time.
Attachments Rename
It would be great if you could rename, or make a copy of an attachment in the attachment area. Similiar to the del button.
Organization templates in personal inboxes
Hey All! I'm wondering, is it possible to set up some templates for all users in TeamInbox used no only for shared inbox but in the same time, possible to use by each user in their own e-mails sent from thirs personal inbox? Thank you in advance!
Canvas assignment rule.
I was wondering is it possible to assign different Canvas to different detail record page base on a field. For example, I have a field called Steps. I would like to have Canvas 1 show when it’s step1 and Canvas 2 for step 2. The Canvas we have are WAY
Is Zoho Sheet available for Mac OS ?
Is Zoho Sheet available for Mac OS ?
Zoho Sign API Tools "No valid action"
Hello Im performing all steps regarding the following tutorial: https://www.youtube.com/watch?v=KGIkyUUHJAI My code is the following: import requests import json def send_zoho_request(): url = "https://sign.zoho.com/api/v1/requests" headers = { "Authorization":
The Social Wall: September 2024
Hey everyone, This month, we've come up with some useful updates to enhance your journey with Zoho Social. Let's see what went live! Schedule bulk posts to supported networks from the revamped UI The bulk schedule feature in Zoho Social just got a revamp.
Rich Text Editor adding extra paragraph tags
Hello, I believe a Rich Text field adds extra paragraph tags that show up as extra spaces when rendered in PDF via a template. See the template's output.. it does perfect at first but starting with the bullet points, it makes a lot of extra spaces: Here
HotKeys for TeamInBox essential, in Zoho Mail, why not TeamInBox?
This is absolutely the biggest downfall for me with TeamInBox. First response to customer queries require the most 'hotkeys' for canned responses. PLEASE - Integrate this feature as a priority as I can't fathom why it is not the most important feature!!]
Hyperlinks in tables and summary views
I would like to have columns in my tables that link to a specified url but display custom text instead of the link itself. For example, in Excel, Google Docs and even Zoho Sheets there is a formula to display text with a hyperlink: https://sheet.zoho.com/functions#HYPERLINK
Route Calls to Cliq
We have telephony integrated with Zoho CRM, however, not everyone has business logging into the CRM. So, after analysis, we thought it would be great to have Zoho Cliq integrated with Telephony so that it can handle call transfers to individuals within
Team Inbox Error
Inbox cannot "fetch mail". Please resolve asap, it's a huge part of our teams workload! And also just keeps spinning and will not load. Alison Get My Refund
Dynamically populating picklist using v7 API is throwing INVALID_DATA error
Hi, So basically, I've tried all sorts of solutions but to no avail. This is the error I kept on getting: { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body", "status": "error" } And this is the object I'm passing
Your invoice
I opened an account for 5 users for a year, which calculates to € 54,-. I would like to know why you add the 25% Danish VAT, instead of the correct way (if you are EU registerered) of obtaining my Company Registration Number (CVR in Danish) and not apply
Sent emails disappearing
I saw a similar post with my problem from 13 years ago, but I'm moreso concerned because I know that my email was sent no longer than 2 months ago and it's nowhere to be found. Not even the person I sent it to can find it anymore, and they did read it
Expanded 'Stats' section
Hi team, Can you please update the 'Stats' section when in an agency or agent record to provide more detail. For now it only shows a summary of the Open or Won pipeline records. I would like it to show at a minimum Open, Won, Lost and Total records. It
Unattended Computers gone
Hello, I've been a paid user of Zoho Assist for a few years now and it works great for the most part, until recently. A few days ago, the Zoho Assist Desktop program suddenly lost all of my computers (and groups) that were set for unattended access. I didn't think much of it at the time as the computers still existed in the web/online interface (though all of my groups were gone). I was connected to a computer yesterday just fine but since I was in a hurry, I didn't have time to try and figure out
Introducing the inline translation feature in IM module - iOS18 feature.
In the latest version(v2.8.26) of the Zoho Desk iOS app, we have supported inline translation feature within the IM module, enabling real-time translation of text messages. This enhancement improves the user experience by facilitating smooth, multilingual
Cancel subscription
Why is there no are altho shows my account subscription and ability to cancel?
Convert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. [Update | 16 Jan 2025] This feature has been released to all orgs in the supported editions and DCs. Editions: Enterprise edition
Cloud Backup Based on Document Type
Is there a way to use the document type when saving to the cloud back up? We want to save a certain document type to a GoogleDrive folder for our team. They don't need to go through every single document signed. It seems the back up to cloud is all files
Converting multiple leads to the same account
In our marketing we have multiple leads for the same organisation. When we convert one to an account/contact is there any way to be able to convert all the other leads that have a matching company name to contacts in the original Account. Currently I
Count based on criteria
I am using Creator 4 if that matters. I am a deluge and zoho creator beginner so I apologize if I use the wrong lingo. I've searched other community requests and thought I had my answer but it isn't working. I want a running total based on a drop down field. If one option is selected I want that one counted up and if the other is selected, count that up. I've tried this script in multiple places but it doesn't result in a count. Regular_Stay = Room_and_Bed_Registration[TypeofStay == "Regular"].count();
Split ticket option is not showing on the "More actions" menu
Hi Team! I want to report that the "Split as new ticket" option is not showing on the "More actions" menu, as showed on the documentation on: https://help.zoho.com/portal/kb/articles/spawn-a-new-ticket You can see this behaviour on our client the following
Sendmail to list of records
Hi, I searched but didn't find anything... I want to send an automatic email to a list of people in a form, based on a date of delivery. Here is what I did : CourrielFerme = "info@fermerondine.com"; Demain = zoho.currentdate.addDay(2); PointLivraison
AM/PM glitch for Social Scheduling
We continue to have an issue with posts being scheduled for AM switching to PM with no apparent reasoning. They even open as AM when edited, but then save on the calendar as PM. Please let us know if this is being addressed.
Zoho is Slow
Let me be clear, the speed problem that I refer to below is a Zoho problem not a network problems. Other web apps running alongside Zoho do not have these problems. This post is in regard to typical behavior of Zoho. Here in the US (Eastern Time), Zoho slows to a crawl. Forms that usually load in less than a second, are currently taking minutes to load. For customer who are in the software all day this is a huge problem and I have had customer refuse to use Creator due to this problem. When
How can I change the chat window design it look ugly with all that much blank space
all this blank space looks ugly I want it to look like that
Zoho notebook
Hi, We have Zoho workplace. Can we use notebook to draw, annotate, scribble, write with a stylus on our touchscreen lenovo laptop? If not, do you have another app for this? Thanks Ravi
Automatic emails are not working
When sending a new entry, the form is not emailed to the required email addresses set up. I have double-checked to ensure this was toggled on and it is. Can someone offer some insight if this is happening to them or if a fix has been found
conditional approval - Zoho forms
is it possible to assign approver on a zoho form based of certain condition? for example, if the department field's value in the form is "finance", then approvals will be finance manager but if the department value is "sales" then approver will be the
Zoho Desk layout Save
Hi Every time I try and update the customer layout and save it comes up with - Unable to process your request Please help
Link Zoho Projects Task to Zoho Desk Ticket
Currently the integration between Zoho Desk and Projects only works by linking Desk Tickets to Project Issues. This works fine, but we use Zoho Projects for much more than just issues. It would be very helpful to have the option to link a Desk Ticket
what does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, Lam
About Signatures
I have multiple sender email addresses in my Inbox. Can I change the signature each time I change the sender email address? 【Reason】 Because I need to change the sender email address for each customer and change the signature with it. Any suggestion
Search records API returning 204
when using the search API for finding records, the response is 204 no content. I have tried two options of GET https://www.zohoapis.com/crm/v6/Contacts/search?criteria=Email:equals:robert...@...com https://www.zohoapis.com/crm/v6/Contacts/search?email=robert...@...com
Unable to save target email address for Forwarding email
Within Setup/Mail Accounts, I am trying to enter an email address (a Gmail email address) into the field for "Forwarding address" - but the system keeps popping up a message saying "Access restricted. Please contact your administrator." I am NOT getting
Reverse Charge EG Erwerb Einkaufsrechnungen Deutschland SKR04
Wir überlegen derzeit einen Wechsel unserer Finanzbuchhaltung auf Zoho Books. Hier haben wir noch ein Problem mit den Einkaufsrechnungen zu Dienstleistungen und Waren aus dem EU-Ausland. Wir haben den Lieferanten mit "EU – umsatzsteuerregistriert“ eingerichtet.
Zoho CRM built-in Email validation
Hello, We're trying to do email validation before submitting the data to Zoho CRM to prevent getting the INVALID_DATA error We're just wondering what's Zoho CRM's built-in email validation (in regex?) for the Email fields? Thank you
After Embed Zoho Form on Website is Super Slow to Load. Heavy Zoho Files loads
I embeded Zoho forms (from pro account)(https://forms.zoho.com/) on my wp website. After Embed Zoho forms my website is super slow to load and decreased Pagespeed score by 50% . Without zoho form iframe or js Site loads normally. How to fix this ?
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