Expanded Channel Access for administrators in Cliq Integration
Dear Zoho Flow Support Team, We are writing to request an enhancement to the Zoho Flow - Zoho Cliq integration. Currently, to access and utilize a Cliq channel within a Zoho Flow, a user must be a member of that specific channel. This limitation restricts
Form , HTML Snippet in a Page integration
Hi I have a Page Named Page-1 Page -1 Containts the below Form-1 -> Stateless Form With Two fields Result-1 -> HTMl Snippet My Query is as below When i enter a data to search in Form-1 , i want the result to be displayed in the html Snippet-Result-1 i
How to configure subtasks to automatically assign to the same Owner of the parent task?
I'm trying to understand how to get newly created subtasks to automatically assign to the same owner of the task (parent task) in Zoho Projects. Can you please advise?
Can import knowledge base articles from .CSV file to Zoho One?
When I exported the articles from the previous provider, it sent only a .CSV file of our CaseFox software articles. So, can I export the articles through .CSV format?
Accessibility options
I regularly use your survey platform to conduct research involving a diverse range of participants who all live with chronic and severe illnesses. Over time, I’ve received consistent feedback from respondents indicating that they encounter difficulties
Separate Signature for New & Reply Email
Hello This drives me crazy: I tried to setup 2 different email signatures for my new and reply emails. And I connect these 2 signatures separately in the settings. (see attached) No matter how I set it up, the signature is always the new email signature
Account doesn't receive confirmation email
I am trying to set up a new company email server at ZOHO. However, I do not receive the confirmation emails for the primary email in our account. Any thoughts?
Automatiser les tâches quotidiennes et accélérer le recrutement des meilleurs candidats
Il arrive que le recrutement donne l'impression d'être une tâche énorme. Et si vous pouviez le simplifier et vous concentrer sur ce qui compte vraiment : trouver et embaucher les meilleurs candidats ? Voici les workflows multiconditionnels de Zoho Recruit
Anypone document a jdbc for databricks connection?
It seems it takes hours to find a fix to every problem and once I find a fix there is a new issue, have not even gotten data into Zoho yet and there is no documentation on the topic. Anyone attempt to connect to databricks using a jdbc driver and have
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
Mailing address validation
Could you not integrate some sort of auto-completion for address fields like City, State and Country? I wouldn't expect to see every city of every country in there but maybe just the ones from North America, which are well documented. It's otherwise very had to keep control on how addresses are entered by every one in the system...
Need a working ODBC/JDBC driver to get Zoho Data into Crrystal Reports XI
Need a working ODBC/JDBC driver to get Zoho Data into Crystal Reports XI William
Importing contacts into Bigin does not connect to company
I imported companies first. Added the same company name to the company name field in my contacts csv file. When I import, there are no company assignments. It's behaving as if company name might not be the match field. So do I need to export companies
Does Zoho Books work well for non-profits?
I run a nonprofit and am looking into Zoho Books as we are just starting out. Is there a version of this that is tailored to non profit organizations? If not, are there any suggestions for how to use Zoho books if you are a nonprofit? For example, how
Assistance Needed: Adding Company Logo and Phone Number to Printed Report
Hello, I’m using Zoho Creator and need assistance in adding my company’s logo and phone number to a report I’m printing. I’ve attached an image of the report, which is primarily a row in the Report section. Could you please guide me on how to do this?
Custom Status for Bills
We can create custom statuses for Sales Orders. However, can we please create custom statuses for vendor Bills too? eg ON HOLD - when a bill is disputed and should not be paid
How can I set the task layout when creating a project with Deluge
Hi, I am automatically creating a new project in Zoho projects with Deluge. I cannot find any documentation on how to set the task layout, which needs to be set at the project level upon creation, as far as I can tell. I can see the response when the
Connection through IMAP failed
I cannot connect to Zoho Mial through IMAP. I receive a message: "Login to server imappro.zoho.com with username [user@domain.eu] failed." I get additional message: "Alert from account [user@domain.eu]: Your account is blocked contact https://zoho.com/mail/help/imap-access.html".
Zoho Desk - Max number of Webhooks
Hello, Is there any way to increase the number of webhooks available in Zoho Desk ? In Zoho One as in the different plans, the limit is10. If no option exists today, is there any plan to increase the limit please ? Thanks
Automation #2- Create recurring tickets using Schedules
This is 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. Creating recurring tickets for
Email notifications to knowledge users
I need to notify users of knowledge by email that new articles have been published. The idea is that when a new document is published an email is automatically sent announcing it.
Question about: Zoho Backup - Attachments (via download link)
Hi @all i wonder how exactly is it when you get a backup from Zoho Desk. The documentation says the following: So the file you download does not contain real files but only links to the files that are still stored at Zoho. What if I actually want to own
Sending Forms from Zoho Desk
We have a scenario where we create a ticket within Zoho Desk when an issue is reported to us. Currently the person that is assigned to investigate the issue would be contacted and then complete a form via a third party application we use which is then
Add New Values to a Drop Down Field in a form using deluge.
Hi, Here is what I am trying to do. I have an API that returns a list of names. This API is triggered when An Input Field is Created or Edited. Upon calling the API, I want to display the names as a drop down list on the form. Is there a way to do this
Allow a single record associated to a single CRM Contact
Hello. I'm building a form which I need to restrict to create only a single record for each CRM contact. Once I add the Integration field on the form. It loads all Contacts but I need to have available those contacts that doesn't have a record created
Creator record failed to save due to invalid date format
Hello. I'm building a Flow that should create a Zoho Creator Record once a CRM contact is created or updated in CRM. I have a check that search if Creator already have an associated record created for that contact and tries to create one if not. The problem
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
Zoho Sites - 2.0 Licensing and Zoho One
Hello All, We'd like to test the new features of the new / future Zoho Sites 2.0. It is now in trial. The pb is we don't know what the licensing will be when you have a Zoho One license. If it does not fit our interest, we're not going to invest time
Traoner Central not accessible ...
Any Chance to fix this problem within the next hour ... if not, I have to cancel my session ... thanks for a quick response Ignaz
Change in Side Thumbnail Pane Behavior - A Feature or A Bug?
Recently I noticed a change in the side thumbnail pane behavior and I am wondering if this is a feature or a bug. When you double-click on a slide in the sorter view, that slide is opened in the normal view. I believe the side thumbnail pane used to get
ANSWERED: Open SalesIQ Chat window on button click
I am using the Javascript API and have created buttons on my site so people can easily enter chat. I.e. I have buttons that are quick canned questions so users dont have to enter in text,and can enter chat quickly. Here is an example: <a href="#"><img
Any update on removing Spamhaus block?
This seems to have been going on all weekend but it's still blocked. I'm having to send emails from my GMail account. This is getting a bit frustrating. Especially when we have a paid account. I'm assuming the people who are running spam and phishing
Auto-refresh of Zoho mail in dashboard
Hi there. I just wanted to ask if it was possible to have the Zoho mail panel on the dashboard auto-refresh when an email is received rather than having to manually refresh. Thank you
Help! Existing chatbot On new website
My team is building a website for a new product, but the chatbot from the existing product is embedded on this new site. Although a new chatbot has been built for the new product, the old one is still showing up instead of the new one, despite changing
Zoho Contacts imports CATEGORIES: but only the first one
I use the CATEGORIES field in my contacts. ZOHO Mail supports them. You can create CATEGORIES in ZOHO mail and slide a contact into as many categories as you like. I love it! So far so good. But when you import contacts, ZOHO assigns the contact to only one (the first) category, and skips the rest. Thus, if you have a contact like this: BEGIN:VCARD VERSION:3.0 FN:Aaron Aaronsky N:Aaronsky;Aaron;;; EMAIL;TYPE=pref,internet:aaaa@aol.com TEL;TYPE=work:617-555-1212 CATEGORIES:Group1,Group2,Group3,Group4
Missed Chat Notification?
When we miss a customer chat (or we are away from the chat), we do not get any kind of email notification that we missed a chat. We have to physically open SalesIQ to see what we may have missed. Is there a way to have any missed or unanswered chats sent
Améliorer votre expérience de support client avec l'intégration de Zoho Assist et Zoho Desk
Optimiser le processus de support et augmenter la satisfaction des clients exigent des outils robustes qui fonctionnent de façon transparente. Zoho Assist et Zoho Desk sont deux solutions performantes de Zoho qui permettent de mettre en place un système
Keeping Project Notes permanently
I have been using "Feed" to keep our project notes as it is very easy to use and access all projects in one place. Recently found out that Zoho does not keep this feed consistently over all projects. Some of the feed is kept in Activity Stream, some not at all. I need an easy to use space to keep each entry of notes I place with a project. Zoho Notebook is not an answer as far as I can tell because it is not project specific. Creating a document has too many steps for the 85 projects I keep
Disable 'Export Deals' option in List View using Client Script
Hi, Is there a way to disable the 'Export Deals' option in the Actions dropdown using a Client Script?
Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
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