Zoho Desk Autumn Release - 2024 — Post 5
Continued from Zoho Desk Autumn Release - 2024 — Post four SDK Flutter SDK support for mobile app developers Integrate the ASAP SDK with Flutter for cross-platform mobile app development, expanding support capabilities across different mobile environments.
Form to Contact Comments Integration
I need to insert the info of the form in my web page as a comment of the contact, is there any way this is possible? I know there are integrations to transform the form content into a lead, but that's not what I need
Complete reset
How do I reset the whole program and redo all posting of invoices etc?
Allowing end users to deactivate their end user profile
Most of my customers have requested the option to allow them to deactivate their end user profile(account) on their own without having to submit a request to do so. With that said, I told my customer(s) I would pass the feedback over to the team Looking
Custom Report - Formula Row - Option to Show Percentages in Correct Format
In a Customized P&L report I added a formula row at the end to show Net Profit %. In the formula I attempted to input: As can be seen in the screenshot above, you cannot add anything that is not selectable from the dropdown. Without being able to multiply
How to generate oauth access token with the help of api only , No redirections and two steps ?
I need to embed zoho tickets api in an application so i am using tickets api in my rest api but the main problem is token generation. Other companies provide one token which we can use it everytime when we make request but here in zoho we have to go through two step gui process to generate auth token which is not feasible if i have to show tickets in my admin panel because oauth token have expiry time and refresh token can only be used 10 times , I guess ? So i basically want to know that if i can
Automation #1 - How to manage Approval process using Blueprint
With numerous ways to automate different workflows and use cases in Zoho Desk, we thought why not collate the common ones and start a series for the benefit of our community! So, here we are with the first topic in our "Automation" series. This will be a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. This month, we will discuss how
Resume Parser
Hi, i am using trial version of Zoho recruit. I want to use resume parser feature through an api call. The output should be in a JSON format. Can anyone help me how to setup this api.
Hiding Empty Reports in Dashboard
I'd like to create a dashboard which summarizes all information related to an individual. As an example let's say there are 20 tables each with 1000 rows, person X appears in 5 of those tables. I've learned how to setup the dashboard with a url filter
Unable to connect to my zoho mail admin account
using my current admin credentials, I am unable to connect to my zoho admin account,
Unable to receive emails
Please don't reply and lock the thread. I'm not able to receive emails for several days now and the MX records are set up as you indicate. Yesterday it worked for some minutes and then stopped working, the reason I say this is because the MX records showed
Is it possible to display formulas in cells instead of calculated results?
I want to export my Zoho sheet as tab separated text without losing the formulas. In excel, I would use the settings Options - Advanced - show formulas in cells instead of their calculated results then save as tab separated values. How do I do this in
Exclude a user from spam policies
Hi can we exclude a user from organization spam policies?
Accounting on the Go Series-50: Auto Arithmetic Calculation for item rate in Zoho Books iOS app
Hello everyone, We’re thrilled to reach a milestone today—our 50th series! 🎉 We hope you’ve found these updates useful and look forward to sharing more tips and tricks in the future. This week, we’re keeping it simple yet effective with a nifty feature
Facing some issue with ZOHO people and payroll
We are contacting you from Surge Productions! This mail is to bring to your attention that we have been facing some issues with Zoho People and Payroll! ZOHO People Issue I am the HR who is an Admin in Zoho People, but I unable to view the team data.
Functionality to set correct heading size, numbering and indentation
One of the most commonly used functions in MS Word when writing a contract is first setting up (or re-using) a style guide to define Legal heading attributes (i.e. size, numbering style and indentation). It would be helpful if there was a method via the
VERY BAD WEBSITE TOOL IN THE MARKET
Unfortunately, there’s no undoing this problem. It's not something you can fix, but if I don’t write it down here, my anger won't subside. I don’t know what kind of update you made with Zoho Sites, but for the past two weeks, we’ve been constantly struggling
Campaign not triggering on list entry
I have created an automation that triggers on list entry. However, despite contacts being entered into the list successfully, and the appropriate topics associated, the contacts are not being put into the workflow. They are being enrolled into this list
Automatically calculating pricing
Hello Zoho Community, I am trying to automate the process of updating a currency field with a product's price based on selections made in three different lookup fields in Zoho Creator. However, the workflow doesn’t seem to be working as expected, and
Zoho Mail: Search not working.
Zoho Mail: Mail Search not working. Simply not working. - Totally inconsistent. For example it finds mails with the word "plan" but not the word "paint" -- even when some emails have the both words in them. - When searching for a name in an email, it seems to pull up my contacts list -- don't really want this -- but when I choose a name, then it does not find emails with that name in them, neither in the address nor in the body of the email. Did work. Does not work now. Todd
Child/Parent Beta
Is there a way to create a workflow based on if a ticket is a parent/child? IE: A parent ticket has a comment added, notify owner of child ticket(s) or vice versa?
Sudden disappearance of all articles in the knowledge base
Hello Zoho Team About two hours ago the tab in Zoho Desk started showing that, basically, all of a sudden all of our articles disappeared. It is not possible to access them even through their respective URLs. In addition, the trash data also no longer
Webinar 2: Supercharged customer support for growing business
Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you: Understand your customers better and their journeys to proactively support and engage them even before they ask for help. Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
Headings in Contracts Clauses do not match the font size of the numbers
When I set a line in a Clause to be a heading, it bolds it and numbers it according to the heading level, but it does not change the font size to match the numbering font. For example, Heading 1 is a 14-point font, which I have to adjust manually every
Send meeting availability through email template (CRM)
Is it possible to create an email template that my sales reps can use to send prospects a link to their meeting availability, allowing the prospect to select a time that works for them?
Search for Zoho WorkDrive Team Folder using API
I'm trying to create a function that uploads a PDF to Zoho WorkDrive Team Folder. Each Zoho Project has a unique Team Folder, so before uploading the PDF, I have to search for the Team Folder. I used this function (https://workdrive.zoho.com/apidocs/v1/search/searchteamfiles)
I am not part of any CRM service orgs. What does that mean and why is navigating access the Zoho APIs a game of guess the setting.
What does this mean. How is it solved. Using ZohoCRM.modules.leads returns an message to the effect that it is an invalid scope. Is this a guessing competition. This is your documentation.
Cierre de Sesión en Zoho Catalyst
Alguien con conocimiento en Zoho Catalyst aquí? Estoy intentando crear una página web para alojarla en Zoho Catalyst. Al intentar crear un cierre de sesión, siguiendo la documentación, recibo el siguiente error: ReferenceError: Catalyst is not defined
SKYROCKET YOUR BUSINESS PERFORMANCE
What's the one thing you wish you could change or improve about your Shopify store, and how do you plan to tackle it?
Zoho Desk API Custom Module not all data is showing up
When i get a record by id for my new module: responseDetailed = invokeurl [ url :"https://desk.zoho.eu/api/v1/cm_tickets_CM/" + record.getJSON("id") type :GET parameters:"" connection:"desk_connection" ]; The response doesnt contain all fields, the field
API for Zoho One
Namskaram Zoho One team, Zoho One is the centralized place for managing Zoho application users. When we want to manage users through script like Adding user to an application, Deleting user and so on. There is no API for Zoho One. It will be nice to have API for Zoho one to manage users through script. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Internal Tickets?
What is the best practice for "Internal Tickets"? I want to update tickets for things like router upgrades, server maintence, etc. What is the best way to do this? Do we create a generic account that is the "customer" or is there a better way?
Creating a title to replace link in email templates
For some reason, when I create anchor text to show in place of an actual link, it doesn't replace the link with the text I am placing as the title when creating an email template in zoho CRM. This happens both when placing a standard web link and when
Sync Zoho notes+tasks with Thunderbird
Hi all, I can't find info how to connect/sync Notes and Tasks with Thunderbird. I've already managed to sync calendars/emails and chat but not the above. Is it possible? If yes, I will appreciate a link with setup details. Kind regards
Send Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) Deluge
Job Costing
Dear Zoho Books team, We are using Zoho Books, and it is a great product, however we are stuck in something and hoping you can help us in it. Our company carries out around 500-600 jobs per year, and we need not only to send Estimates/Sales Order / Invoices
Revenue Budget - add amount to the revenue budget
I just realized that only the Revenue Budget gets to sync over to Zoho Invoice, and I was informed if I have already sent out invoices then I can't add/add additional amount to the Revenue Budget, UNLESS I delete the invoices first, add the amount to
Google AdWords Information section in every module but not integrated and can't delete
Hi. Could I please have some assistance? The Google AdWords Information section is in all my modules and I can't delete them even though I haven't integrated that, please see attached screenshots - I'd like to get rid of that section throughout all the
Is it possible to create an alternative account name field which is clickable on the custom view?
We have created a custom field on the "Accounts" layout called "Short Name" to record the short names of the companies so that the "Account Name" field can be hidden and not take much space on the view page. Our first surprise was that the "Account Name"
sync calender
can i sync zoho calendar with outlook calendar on android ?
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