How can we disable the option to select a department when submitting a ticket on helpcenter?
We recently created a second department on our system, which caused some of our customers to select this department when submitting their tickets. We don't want our customers to be able to choose a department for ticket-submitting purposes. There is an
Ticket view screen
How do I see All tickets that are not closed??
An orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.
Getting a hyperlink for PDF
Hi, How can I get a hyperlink for PDF that was uploaded to my site? Sometimes, I want to use those files only for confidential marketing purposes and don't want to publish to public. In this case, I can't reach out to hyperlink anywhere (even from Files
Can I create a ticket for a customer, but without notifying the customer
Hello, We have a few customers who prefer to call us. For certain reasons, we want to track their requests through tickets on Zoho Desk but do NOT want them to receive emails about the tickets getting created or opened or closed or anything. Is that
Blueprint Lead Status
Hi, I have created the blueprint for my business. But after each stage of lead status, i can't edit it. It displays as ready only. Please suggest a solution for this. Thanks in advance Best Regards, Sapna Priyanka
Ideas for automated testing of workflow rules and custom functions?
I'm new to developing web application software, though I used to develop mobile application software for years that went to millions of mobile devices and am familiar with different types of testing (unit testing, exploratory testing etc.) and what each
"The above query cannot be saved, a maximum of 3 levels of Query over Query tables only allowed."
Did this ever get fixed? Since we can't nest select functions, I need to do different group by clauses in separate queries to get data into one table. For example, I need the 6mo aggregate average and another calculation to get another number based on
Open Url in a custom button
Why is it that the open url in a custom button cant seem to work with the "Same window" parameter. it always open a new window. am i doing something wrong here.. url=" https://crm.zoho.com/crm/EditEntity.do?module=CustomModule1&id=" + currentid; openUrl(url,"Same
How to set reminders in Meetings module using Deluge?
Hi, I'm writing a Deluge function that adds a reminder to a Meetings record, so participants get emailed before the event. I've been using Postman to inspect the contents of the Meetings module, and saw that reminders were formatted like this... "Remind_Participants":
Kaizen #151: Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs
Hello everyone! Welcome back! In this week's Kaizen Series post, we will explore how to leverage ZDK CLI (Zoho Development Kit CLI) with a VCS (Version Control System) to reuse components across different Zoho CRM orgs. Consider the scenario of a large
writing checks
hi - i know payments made OUTSIDE Soho can be "recorded" or "entered"....... but how do you WRITE checks FROM Zoho? using a standard tri-part check remittance form (top part is the check itself, the middle and bottom parts are the vendor's and my remittance
Account for Owner's Draw
I have a single member LLC. I am trying to figure out how to account for owner's draw. Has anyone here done this?
want to know more about sales order and sales management only
Dear sir i try trial soft wear to see how i can menage my sales orders with beach wise and can make part sales from same beach kindly help me if anyone can explain or give me training
Add Categories in Commerce via API or Integration?
Hi, we are using Commerce as a Storefront and Creator as a Product Information System. The products change daily so we need to import the data with a workflow and we need to add Categories while adding new products. Unfortunately we can not find a working
Auto update Currency field depending on Contact Country / Workflow / Custom Function / Whatever
Hi, I wonder if there's anyway to automatically update the contact currency base on the contact country. My sales people always forget to change currency when they convert so I need this to be automatically. Thanks
Sales Iq Triggers
Hi, I have sales Iq on my website, however, when i go to a specific page (which I have set up a trigger) it does not pop up my chat question? Can you help?
Generating Pricebook for Distributor
I have multiple distributors with their own pricebook for my products. The pricing model is Fixed. I cannot figure out how to export the pricebook to give to the distributor. I've tried generating reports and I also do not see how to view it in the pricebook
Redirect to Zoho One
Hi ， Why when I try to enter to crm.zoho.com. It will redirect me to zoho one page? May I ask how to setup if I dont want to redirect.
sign into Zoho kiosk error
Good Day I am trying to sign in from the Zoho kiosk on a android tablet. After i enter my login details it keeps on telling me something went wrong. I am able to login from a web browser fine from the same device.
Shortcut ls to select dates enhancement
In QBD, one can navigate dates with the following keys: Y - Beginning of year. Pressing it twice will bring you to the beginning of the previous year R - End of the year M - Beginning of the month H : End of the month T - Today W - The beginning of the
Delete after N days filter: how can I tell which emails are affected?
Greetings, I have a filter set up with two actions: move to a different folder, then delete the mail if it is older than 90 days old. I use this for low-priority mail, but sometimes I have a message that I want to keep. I then manually move it to a different
Gallery templates in Zoho Mail
Hello, Although email support (support@eu.zohomail.com) wasn't able to answer my question, I'm hoping for better luck here. I signed up for the 'Mail Premium Trial' plan and am very interested in its features. However, all email template categories are
Backups and undeleting of email
In large organisations (and smaller ones) there exists a need to have automatic backup procedures in place. It seems to me that Zoho doesn't have tools in place to deal with this How is email protected in the system? Is it possible for a administrator
what is the script to be activated after update the blueprint?
I need my client script to be activated after the user click the save button in Blueprint. I am using this configuration below but it doesnt activated as I want so what is the script to be activated after update the blueprint?
Mensagem do whatsapp em massa
Gostaria de saberse é possível enviar mensagens do whatsapp em massa (para vários clientes ao mesmo tempo).
More colors for email flags
Hi, Is there any way to add more colors to flags? Or can you give us color palletes - color hex so we can choose whitch color is for specific email . Thanks <3
Allowing users to insert dates into an email template?
Hi, I'm creating email templates for a sales cadence. a step has been requested for an email where the user can insert 2 dates of availability for the contact to choose from for a meeting? Can this be done? TIA arlene
Item Price Update Report
Is there a way to generate a report that will show the date of when my items have been updated?
Publishing a page with a widget
Hey all, I need some help with publishing a Creator page with a widget embedded (in the regular way, not as a snippet). The widget itself appears, but it can't access the record inside a report (which works when the app components are not published).
How to callculate number on record
Example, i have 1 form. And have field Total Peminjaman. I want to callculate with some criteria for Total Peminjaman on record. Im try using collection, just get result like this example: 1 2 i want that to be, 1,2 and i'll callculate 1+2 = 3 Please
Rename a template as PDF
Hello, Is it possible to rename a template when we send it by attachment mail ? For exemple, I've got a template named ""DevisJour"" and when I send it by mail I would like to rename it "DevisJour & N" Thank you for your help
Download attchments in shared folder
when downloading attachments from the shared folder the message: server error try again after some time. This error has been occurring for days
How to restrict embed URLs?
We have a Creator form that I want to only be embedded on approved sites. It looks like you can do this easily in Zoho Forms (here) but I'm not seeing a way to do it in Creator. We have had this set up for a long time, and it would be cumbersome to change
Which Biometric system integrate with Zoho People
Good Evening, I would like to integrate Zoho People with an attendance machine. I have contacted a lot of vendors for the same, but they are not sure if their machines can be integrated with zoho people. If you could suggest some machines, kindly let
Zoho webinar not loading photos and videos on our presentation when presenting during webinars
We use the webinar app quite a bit, and recently we have noticed that it is failing to load images within the presentation. What is causing this problem? This is a new problem as previously the photos had loaded (although videos have never loaded). Has
Webhooks logs and resend
Hi! I propose to add, within the reports section, the record of the sent webhooks with the details of the payload sent and the response obtained. Also, as a bonus track, it would be great to have the ability to resend the webhooks. Thanks in advance,
Insufficient access to post my instagram
Hi, this is such a pain. I tried reconnecting my account and now 2 weeks worth of scheduled posts have not gone out. Can you please sort this or tell me how. Paul
How do I record Unpaid Expense in Zoho Book
Hi Team, I have an query regarding booking of Expense in Zoho now i have purchased laptop and paid additional charges for its Maintainence and care so how do i record the same as i have not made the payment fro the same as soon as i record the transaction
Insufficient permission to publish on this page.
Hi, I am an Admin for our Zoho Social account, from our company Marketing department. I am having an unusual issue posting our content on LinkedIn. I have been able to post without issue throughout the year, but today I have received this notification
Next Page