How to tag leads from Zoho Landing Pages
Hi, I would like to know if it is possible to add a tag to the contacts that sign up through a Zoho landing page. In my case, Zoho Landing sends all leads to zoho campaigns, so it would be great to be able to put a tag on them to identify all users coming
Do Embedded YouTube Videos Still Play Fine?
It seems that some of the YouTube videos that I had embedded in my Zoho Show slides that used to play fine in slide shows no longer do. All I get is what appears to be a rotating circle in the middle of each video region (see the attached image -- it
Design of collectian and items NoteBook Zoho
Hi Currently, the design is not uniform across collections and items. Thus, in collections there is a dark bar below to display the title, notes appear at the top without color highlighting, attachments appear at the top but in gradient. Taking the idea
Zoho webforms in react external form
I have created a web form and created a custom form in react which matches all the fields including the hidden fields. On form submission, i can see the form adding record to the Leads, but this won't update Form submission related analytics. Form submissions
Count # of files uploaded in upload field
I have an upload field in one of my modules, i have enabled the option add maximum 5 files. Is there a way to know the # of files uploaded in taht particular field in each of the records of the module
REST API in ZC Widget
Hi All, How can i run REST API in Widget. I have tried executing but an error is occurring. I have attached screenshot of error too. Here's the code: <html> <meta http-equiv="Content-Security-Policy" content="default-src * self blob: data: gap:; style-src
Issue with Link Redirection in Zoho
Hi, Zoho Team, When I tried to post the link below, it does not direct to the correct page: https://bionauts.jp/?p=3908 For some reason, it redirects to https://bionauts.jp/, which is the tope page of the website. It seems that the Zoho site omits everything
Multiple Issues with Message Media
Good morning, I want to formalize a complaint about the service we are getting from Message Media, the app that currently integrates with Zoho CRM and Zoho Campaigns to send SMSs. At the end of last year, we were told that Zoho CRM would not integrate
Tagging Clients by SLA
Hi Guys, I have CSM agents that are handling clients with different SLA, some are on Pilot and some are with Regular SLA, Is there a solution for somehow tagging or showing to the agents who is ON SLA=PILOT thanks
Dynamically pass multi-select values to a chart/gauge criteria; Or, get sum total of multiple counts from a for each loop
I want to use a multi-select field in a form to dynamically show results in a gauge/chart/graph. I would assume that when passing the multi-select values to the page variable, the page variable should be of type Collection..? When I try to set my gauge
Pivot Regenerate button not visible to portal users
we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
Agents don't have access to Help Center Users
I have set these permissions under the Agent profile, according to help documentation this should allow Agents to access and edit the User accounts (end users) for the help center. However, agents get this message: This are the settings in Agent information:
Reply email with the same information of ticket
Hi, For example, when I create a ticket, the status option is automatically set to "Open." But if I change it to "Approved," as shown in the green box in the image, at that moment I need to reply an email with the information in this ticket, as shown
Unlock New Possibilities: Discover What’s New in Zoho Desk’s August 2024 Release!
Hello Enterprise Community, We’re thrilled to share some exciting updates with you! Earlier this year, in February 2024, we introduced a range of powerful features, from process orchestration to enhanced ticket management and self-service options. You
Change the Domain address in Zoho Desk
Change the Domain address in Zoho Desk from avisolarenergy.zohodesk.com to enermantech.zohodesk.com
How to extract the return value from a Client Script function call to a standalone CRM function?
I want to extract the return value (String type) from a Client Script function call to a standalone CRM function. How do I do that? It has been frustrating as I can't find any documentation of this object datatype. Please provide the link to the documentation
Tagging a Group of People in Zoho CRM
Hello, I would like to tag a group of people within a record in Zoho CRM (for example, in a remark on that record). One way I thought of doing this is by creating a Zoho user linked to a shared mailbox. This way, if I tag this user in CRM, the email will
Accountant Access
Is the only way to give an accountant access to use a paid license for them? Thanks
any news about Canvas in RTL languages?
hi, when will the Detail View work in Hebrew and arabic? Moderation Update: A similar topic is being discussed in another forum post and I request you to follow the thread below for further updates. https://help.zoho.com/portal/en/community/topic/en
Banking feeds not working properly since January 2022
We have problems with our HSBC feeds (UK bank) since January. The issue is that any non-GBP transactions from credit cards wouldn’t get through. Only transaction fees would. So for example, there was a 24.99 USD charge on a card, which got exchanged for
Zoho Desk Permission Level
Hello, We have a customer that has 8 locations. There is one individual the director of operations who needs access to see tickets for each location. However, he is not an employee or agent for my company. How can I set this up for him? I dont want him
Multiple survey trigger event
Can we have a Zoho Survey trigger event that allows us to select more than one survey? I have a series of 10 surveys in Zoho surveys that are all linked together and to my CRM. I want to create a flow that 1) is triggered when any of my surveys is completed,
Cannot change organisation information even if I'm a super admin
Hi, I'd like to add a company logo but, even if I'm the super admin and owner, all info seems read only. Am I missing something? Thx
Search in Mail does not work
I use Zoho Web Mail Today I noticed that search in Mail does not work. Circle is spinning but does not give any search result. Can you please look into this matter and fix. Thank you.
New to Zoho Creator needs some helps how to link forms
Hi. I have created an app that allows me to add things to do for example, Home > Garden > Cut lawn. I would like to improve it. I would like to add different locations e.g. Dads House and then more options like front garden, rear garden, shed etc. At
Function #31: Auto-populate warranty expiry date of items in invoices
Hello everyone, and welcome back to our series! Warranties play a vital role in influencing a customer's decision to buy a product. They represent a guarantee from the manufacturer or seller that the product will meet specific standards of quality and
Warranty End Dates
We have a module that tracks purchases and dates of warranties/maintenance (start date and end date), We have workflows triggered to automatically fill the start date based on the product and/or manufacturer. I need a way to autofill the end date based
New Zoho CRM mobile updates: date sync, Zia analytics support, and subform permissions
Hello Everyone! Hope you're doing great! We’re excited to share some new updates to the Zoho CRM Mobile app that are designed to make your experience even smoother and more efficient. We've included a summary of these updates so that you can take a closer
Zoho Resource Usage Dashboard
Hello, I would love to know if there would be a dashboard that I can build or that is readily available in Zoho Analytics to track the resource usage of our tables. Information like Who created which tables, how big they are and how fast they are growing
Field Type Via Client Script
Hi there! Does anyone know of a way to determine a field's type via a client script? I'm looking to create a static script that I can call from a Page Event (onChange) on a Canvas Form Layout to validate a few fields. If I could determine the field type,
Everything is gone!
I set up Zoho Analytics over a year ago to pull data from Excel spreadsheets that are saved to my onedrive. I created reports that calculated scores based on the data and then dashboards to display these results. It took a long time to set up. I run these
Zoho Project: Update on program level tracking?
I saw a post from about 10 years ago about the ability to track Programs in Zoho Projects. Has anyone found a way of managing associated projects as a program?
Populating a user pick list failing if user is not an admin or portal owner
I have a function that, until recently worked fine. The function essentially copies another project. One aspect of this copying was to take the value of a UDF that is a User Pick List, find the correct user id for that user, and populate the corresponding
Email Template - Hyperlink color
Hello, can somebody help me with the following. I want to change the LINK color in an email template. Also the visited link color. But do not know where to find this. Thanks Wilco
time log period settings - log past time - how to bypass restriction for portal owner and admin.
I am the portal owner/admin. i set the timesheet restriction for my employees that they can only log past time up to two weeks from the time they are trying to log time, to prevent people adjust their time and to have a good practice of logging time on
Function updates for read only fields
Hello, I wrote a deluge function for the Deals module to take 4 other fields, translate their picklist values into numerical inputs, then multiply them all together to get a rating. It is tied to a workflow automation on record creation or edit. The function
Zoho Desk 2024 Autumn release
Greetings Zoho Desk users! Earlier this year, in February 2024, we released an array of features ranging from process orchestration to ticket management, self-service, and more. Here is the announcement post for reference: February 2024 release announcement.
Zoho Desk Autumn Release - 2024 — Post 4
Continued from Zoho Desk Autumn Release - 2024 — Post three Integration Streamline field service operations with the Zoho FSM extension The Zoho FSM extension integrates field service management with Zoho Desk. For example, if a ticket requires on-site
Zoho Desk Autumn Release - 2024 — Post 3
Continued from Zoho Desk Autumn Release - 2024 — Post two Instant Messaging Mass WhatsApp messaging for efficient communication Agents can send WhatsApp messages to multiple contacts at once, which is useful for various activities, such as onboarding
Kaizen #153: Interpreting Zoho CRM GraphQL schema
Hello everyone! Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss interpreting Zoho CRM GraphQL schema using schema explorer in Postman. What is GraphQL Schema? A GraphQL schema is a comprehensive definition
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