Blueprint transition buttons in list view
We could save a lot of time by being able to trigger transitions directly on a list view rather than opening a task only. When we have a lot of tasks, I'd like to see buttons here. For example, you could view the available buttons by hovering over the
Zoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.
Billing Cycle
Hey Zoho team, I've seen my billing like at end of May, but now cannot to find my billing center and my credit card information. Can you send me a link where I can locate it. Thanks, Lola
Sandbox data
Another useful feature would be to migrate the data from production into Sandbox. Otherwise making up test data in the Sandbox is a very very tedious job to say the least.
Creator Simplified #3: Iterate a set of code "n" times
Hey Creators—we're back with another edition of Creator Simplified! Objective Generate subform rows with serial numbers based on user input in a field. Use case Assume an event is being organized in an organization, and HR needs the list of participants
how to get users from a group id using API?
Hi, let say I have a group id, and that group has 10 members. which Zoho CRM API that I can use to get those 10 user ids?
Power of Automation:Automatically add a row in Zoho Analytics when the status of a bug is updated to 'Reopen'.
Hello Everyone, 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 using the Workflow / Business Rules (be it Tasks / Project) and associate the custom function to
How to List All Sales Orders in Zoho Inventory with Pagination
Introduction: While working with the Zoho Inventory API, I encountered the limitation of retrieving only 200 records per API call. To overcome this, I implemented pagination by tweaking a solution initially built for Zoho CRM. Below is the solution I
Decisions in Blueprints
We would like to have Decisions in Blueprints, just like they are available in Kiosk Studio. That would allow us to build more complex flows, without it being too messy and hard to maintain.
SalesIQ - Chatbot fails to assign user id to tickets in Zoho Desk
I've run into this issue where chat bot when associating a ticket for zoho desk can create the ticket just fine and pull the information until I add an assignee ID. then it always fails. Is there something i'm missing? i've attached setting that does
How to Disable current Date
If you open the booking link, the current date needs to be disabled. Is it possible to do that?
Display problem in customize layout PDF
Hello, I've built a customized layout in Books. However I have a problem, when the items table flows to a second page, or worse, when one items it between 2 pages. The problem is that the table header is displayed beloew the rows ! the item table is a classic HTML table, so it should be a problem. I also forced to jump to next page only between row. Here is how it is currently. How can I solve this problem ? Thanks !
Filter setting for SALES ORDER UPDATED trigger : Field to look for new updates
Hi there. I have a flow that is supposed to run on ANY update to a sales order but it's currently being filtered, presumably by [field to look for new updates]. What value is required in this field to allow the flow to trigger on any update to the sales
Counting number of records from related module
Hi, I have a field called: 'Number of unsolved issues'. I want this field to contain the number of records (from module 'Debiteuren') which are not solved. How can I do this? How can I update this field? So in this case, the field should display the number
Can I set contacts' score to zero?
In my Zoho CRM, after 4 weeks leads are marked as 'Expired' if the account manager has not processed them by that time. At this point, they are synced to a Campaigns list for these expired records. Is it possible to reset each contact's score to zero
Set visibility of default views
Hello, Requesting ability to set visibility of default/pre-built views. For custom views, you can set it to "Only Me", "Everyone", and "Selected Users". For the default views, we have some examples where we don't want everyone to see these. For exampe,
How to pause smart pop-ups migrated to Marketing Automation 2.0
Hello, I've just migrated to Marketing Automation 2.0 and I can't seem to pause the existing pop ups made in version 1.0. Can you please help? Thank you!
My data from Zoho Tables VANISHED, NO FIXES 10 DAYS
BRO, I contacted you 6 times. You fix another person data in 2 days. But mine has been 10. I am tired. I spend 70$ extra for a back up with Microsoft now. Costing me time, money and labor. Fix my stuff bro.
Is "Agent" as broken as it seems?
I just want to pass this by the community because I'm certain I'm missing something here: Out-of-the-box, Zoho Desk has two pre-defined Roles: CEO and Manager. It also has a few pre-built user-types (each of which have a pre-assigned and uneditable Role
How to send reports data in Slack integration alerts?
Hi, The data alert with slack integration is just sending the predefined message with link to view the report. Is there any provision to send the report data in the message body in Slack. For example, if the sales exceeds 10k, I would require to share
OTP authentication using Whatsapp
Hi this is Arun with account ID - 60029727527. I had deleted my whatsapp channel for OTP AUTHENTICATION but i am not able to link it again as the page is not showing my whatsapp number only. help me out on this please
Tip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).
Backup Log Sorting
The sorting in the Data Backup log is odd. It should be sorted newest first or allow sorting defaults. It's currently all over the place and hard to figure out when it was last backed up.
The format of the "Total Response Time" data is strange
I'm trying to create an "Average Reply Time" KPI on our Zoho Analytics account but can't achieve it because the data collected by Desk seems to be very strange. The "First Reply Time" data is very clean and neat compared to it. Could you please take a look at this data and tell us why we are seeing these strange values with more than 7 digits in them. The data columns that we are looking at are named as "Resolution Time in Business Hours", "First Response Time in Business Hours" and "Total Response Time
Pin Comments in Zoho Desk
Hello, I'm writing to ask if there is a way that we can add a "pin" option to comments so that a "pinned" comment would show at the top of a ticket for review? Also would like to suggest if there could be a tab at the top section for "comments" section
Workdrive API search is not returning enough results
Hello, I have a parent folder with 2 subfolders ("Legalización" and "Legalización - automática"), but my search is only returning 1 ("Legalización - automática"). The parameters search[name]=Legalización and filter[parentId]) should return the 2 subfolders
When creating a new module it is turned OFF by default for all Profiles
Currently when you create a new Org Module it is turned ON by default for all profiles. So once you create it you need to go over all profiles to take away access. It makes a lot more sense that when we create a new module it is turned OFF by default
Re-Open a Task without Re-Opening All of Its SubTasks?
Is it possible to re-open a task without re-opening all of Its subtasks? There are times when a previously closed task needs to be reopened and have a new subtask added to it. But when you repopen the task all of its subtasks are also automatically reopened, even if the subtasks shouldn't be reopened. This is confusing and makes people think that all of those previously closed subtasks all of sudden need work done to them. The system also sends an email when it does this. There needs to be an option
How to reduce sync time between ZOHO CRM and Books? Can't Accountant do Manual Sync?
Can we reduce the Sync time? Apart from Admin who can all have access to manual Sync? Also, can we have a button on the CRM or Books to Sync CRM and Books?
Add seconds to projects timesheet
When timelog in seconds is added to via API, the timelog often return error because the start time and end time are the same in such instances. That is, the start time and end time passed as params are in hh:mm and as a result the timelog reads 00:00.
Emoji support
Hello, I found Cliq support a small subset of emoji characters. specifically the flag set is completely missing. It was one of he first set available when the Unicode group released it. Is there a roadmap to support flag emoji and possibiliy update the existing emoji sets ? Thanks :)
Delay timer for submiting form
Hello, Another bizarre question : is it possible to have a workflow that gives a delay for submitting a form or else it send the user to another page ? The purpose is that I have a customer form folowed by a subsciption form (or an order form) and if
Add Image to the Description Field
Hello Zoho Support, I’ve created a Zoho form and need users to be able to paste photos directly into the Description field of the form, rather than saving them to their computer and uploading them to the ticket. Could you please guide me on how to make
Due date field in tasks module (ZOHO CRM)
Dear community, I'd like to know how can make my due date field from the tasks module into a date/time field. I have a few situations that the task is opened in the morning and it has 3 hours to be done, so the current field type (only date) do not fulfill
Bigin - What is the email poll frequency?
Can anyone give me the email pool frequency from Bigin ? I have O365 setup but cannot see where the poll frequency is set if at all. At what intervals does it fetch new emails?
Introducing edition-wise Data Storage limits in Zoho CRM
Last modified on September 25, 2024: Here’s the latest storage availability for Zoho CRM editions. To learn more about managing your data storage space, click here. Edition Base Storage for an Org (<200 users)* Base Storage for an Org (>200 users)* Additional
Fetching subform for sales orders modules using COQL
I'm using the sales order module, I am trying to fetch a list of orders that belong to a customerId using COQL. While fetching the order, I am not able to retrieve order items(which is a subform). I am using v3 of coql. I tried using the following thing:
unable to connect Bigin to IMAP
I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. Any
Image problem between Zoho Desk and Zoho Project
Hello, We have a problem on image transfer between Zoho Desk and Zoho Project with Zoho Flow. When we want to retrieve the ticket content to create a task, the image does not work. What can we do? Example : Ticket content : Task content : Flow :
Improved communication with bulk WhatsApp messaging
Dear Desk users, We have added the option to send WhatsApp messages in bulk to multiple contacts. Agents can select multiple contacts from the All Contacts View list and send WhatsApp messages to all of them at once. This action is useful especially when
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