End user stuck on "initializing remote session"
For some reason as of this week all remote support sessions, whether sent by emailed link or when the session ID is entered into the pre-installed app, are getting stuck on a popup that says either "initializing remote session" popup and do not progress
Zoho Flow is not updating when we add new functions
I am having an experience for the second time now and it has gotten to the point that I cannot deal anymore. We have a flow that was built, when we go in to make changes or replace a current function with a new function the flow is still calling the
Managing Ticket Responses in the Help Center
Hello Again! Welcome to the series unveiling amazing codes to customize your Help Center with ease! This week, we’re revealing codes to hide two additional tabs on tickets in the Help Center. By default, Help Center tickets offer users the options to
Find next upcomming date in report (calendar or list) with workflow
I have a web store in which I want to force the delivery date of the order to be the next upcomming date of another form (a form that states the available dates for deliveries). Any type of script like "getthenextdate" exist in Deluge ? Also, is it possible
Zoho Vertical Deluge internal_zohocrm Connection Missing
Recently and unexpectedly, all new subscribers added to my organization's Vertical are unable to execute the Deluge functions published by the Vertical. Any `zoho.crm.*` record operations are failing for what appears to be a missing `internal_zohocrm`
Understanding Schedules
I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each at
About Zoho CRM education and Certification
Hello, I manage our Zoho CRM system where I work. I want to improve myself with online resources on Zoho CRM. I want to have advanced knowledge. But when I searched the internet, I came across many different websites and resources by Zoho about Zoho training
Introducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, and
Wix form submissions to new lead entry on Zoho CRM
Although it works flawlessly with Zapier transferring my Wix form submissions to CRM as new leads, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services.
Edit Format of Subject in Helpdesk Mails
Hi all, is there any way to edit the format of the subject in desk mails? Currently it's looking really ugly. I would prefer to have the Ticketnumber at the end and also a space after "Re:". Current Format: Re:[## 104 ##] Test Ticket Preferred Format:
directing contract form to my email
Morning I've creating a contact form and embedded it. How do I get responses to come to my gmail inbox please?
User level log in data
We have given roles and access, but when i am logging in using login user id, i was not able to see the exact related data of myself, it is showing me all the details.
Can We Remove 'API capacity limit of 100 calls' for ZOHO Projects ?
We want to remove 'API capacity limit of 100 calls'. This is what's leading us to have to wait to mass delete/add new projects. But there are no resources helping us in the process if this can be done, Please guide me at your earliest convenience.
Zoho Books API - Returned Terminated because API Call is taking too long to respond
Zoho, We have been heavy Zoho Books users for 6+ years. We run thousand of API calls/day to Zoho Books, many of them through Zoho Flow. We are continuing to see a degraded experience with your API. In particular, we are sending API requests to create
Line application won't create a new Ticket
Previously, when we resolved a customer inquiry through Line chat, we would close the corresponding ticket. However, starting last week, we encountered an issue where customer queries within the same chat were not assigned new case numbers or marked as
ZOHO RECRUIT - module CANDIDATE - RATING
Hi , pleasse can solve the problem with adding rating stars to candidates? It does not work and it is urgent for us. Please let me know, whats wrong and please ressolve with priority. Thank you for understanding Lukas Prusak, Prušák Group
How to dynamically display a list of Companies from Bigin to a (WordPress) web page
Hi All, I believe I have, what should be, a super simple technical challenge. I'd like to be able to dynamically (on-demand) READ a list of Companies from our Bigin account, and display their names on a web page. It's all read-only server-side stuff,
Feature to route calls from telephony 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
Bigin - Locale is set correctly but emails are showing a time stamp that does not match locale.
Why are email time stamps showing as though they are reporting from a different time zone. My locale is setup correctly under the organisation settings but the timestamp is not correct.
Letter Font while sending mass emails
Hello everyone, I have been sending different mass emails through Bigin the last days and I noticed that the font is changing sometimes. Even if I see that the email is well written and at the desired font and size, the recipients are receiving it in
Catch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of Zoho
Line break in Conversations
I am trying to return a table like from the formatter in a Webhook to a Message block, all in a big string, but I cannot start a new line. I've tried with "\n" which produces "\\\\n" and newLine = hexToText("0A") which produces "\\n", making my message
Purchase Order - Pay bill before receiving goods.
How can I create and pay a bill from a purchase order without receiving it? I purchased an item this week that requires a serial number. I will not have said serial number until I receive the item. However, the invoice has already been paid as the biller
How to customize the font size on the introduction page?
I know we can customize the buttons on the introduction page, but it would be helpful if we could customize the title and text font size for the introduction page, since it is different than the rest of the survey. Should be applicable to the Survey End
Company Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.
Styling a Multiselect Lookup in a Report
Has anyone ever successfully been able to style a multiselect lookup in a report? These types of fields aren't available in the styler...
How to show only Uncategorized Expenses?
I just want to show a list of Expenses that are Uncategorized, but don't see a column or filter option to help here?
Deliverability
I have been doing a regular email weekly for the last 6 months. During this time, the open rate is consistently around 20%, representing 500+ opens on the list. It has been as high as 700. These last 2 weeks, this has dropped to 300, so almost halved,
Zoho CRM does not allow uploading attachments
Hi Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed". Does not raise pop up with additional indication Thx
Zoho One and Availability of New features added for each applications
Hello, Unless we're mistaken, There an ongoing issue to understand the availability of some features for the Zoho One plan. When a new feature is releases for one the applications, it often comes with an information on the Editions of that specific application
Georgian unicode
Hi everyone, I just started using Zoho Books' service, and I'm trying to make an invoice with Georgian letters in it. In the app, everything looks fine, but the PDF file received in the email does not have Georgian words. This screenshot is from a web
ZMA - Filtering special characters in emails ?
It's known that you can use the + symbol in gmail for creating an array of alternate emails connected to the original account : eg firstnamesurname+anything@gmail.com. I was using this format to test the routing on our webforms but it's not working now
Paypal business customer getting error message
I've had 2 customers try to pay their invoices via Business paypal and they are both failing. Both are US paypal customers:
How to use the Open Trigger in workflows? What is the API endpoint?
When designing a workflow, I want to use the Open Trigger ("ON USING API") It allows to generate an API key, but where is this API key to be used? What's the endpoint? I found this endpoint "Trigger Contacts" in the API docs, https://www.zoho.com/campaigns/help/developers/trigger-contacts.html
Track agent work activities and attendance with the agent attendance tracker extension
Hello everyone, In this post, we will discuss the importance of tracking agents' attendance, the current challenges that businesses are facing in this area, and the key benefits of monitoring daily activities. Managing agent attendance effectively is
Add a line to Account and Contact Default Address Fields
Hi all, I know this seems like a small thing, but it would certainly make my life easier. A lot of addresses we have to enter into the system now have multiple "Street" fields in their address. It would be amazing if Zoho enabled an "optionable" "Mailing
Best way to Sell a House Online with ZohoCRM as Back-end?
I want to sell some houses For Sale By Owner on our Wordpress Website and want to use the data in the "Accounts" Module within ZohoCRM to populate the details of the homes shown. Does an elegant way to do this already exist? If so, what solution do you
email templates not displaying to select from
Hello, I am a brand new user to Zoho CRM, I have created a few email templates, put them in a new folder and shared the folder publicly, however, I cannot see the templates to select them to send. I have even made them favorites but they still do not
Empty Values in Mandatory Field in Zoho Creator Report
Dear Zoho Support Team, We are facing an issue in our Zoho Creator application where a mandatory field in one of our forms is showing as empty in the report. Despite making the field mandatory and preventing duplicate entries, some records still have
WhatsApp messages and Calendar view for activities - Android & iOS - Bigin
Hello Everyone! In the most recent Android (v1.6.17) and iOS (v1.9.1) update of the Bigin app, we have included support for a list of fantastic features designed to enhance your productivity and user experience. Here’s what you can expect: Instant Messages:
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