Zoho Developer Community Monthly Digest - July 2024
Hello everyone, We're here again with July month's digest packed with exciting events, resources, updates, and community discussions to empower you as a Zoho developer. Dive right in! Upcoming Events To stay on top of the upcoming developer community
Send and update status in the Tickets module
Hello everyone, We're excited to introduce the Send and Update Status option in the Tickets module, available alongside Schedule Reply and Send and Close. Overview of existing options Schedule reply: This option enables customer support teams to schedule
Deleting Attachments from Zoho Support Ticket
One of my coworkers asked me if there was a way to delete attachments from a zoho support ticket but couldn't find an obvious solution. Is it even possible? If so perhaps a permissions issue?
New Search UI
Just seen that the search UI has been updated.... I think downgraded is a better description though. Our customer information is in a custom module. If we search for a name, the custom module no longer shows at the top so you have to scroll... or do another
Remote server returned an error -> 553 Relaying disallowed
I connected my Zoho with shopify, sometimes it works, receiving and sending emails, and after a while it stops working and i cant send any mails to my domain
How to add a custom button the opens up "schedule a call" (deluge?)
I thought creating a custom button to auto open schedule a call would be easy, but not so. Can anyone help? Is there a function? TIA
Send Email Reply Action in workflows use the agent to created the work flow even if it was triggers by a different agent
Hi team, Would just like to ask for assistance as i recently made a workflow that is triggered on when a ticket is edited. What it is supposed to do is that when Agent A clicks the "Acknowledge ticket" transition, it would trigger this workflow that sends
Optimize your Knowledge Base for enhanced visibility with meta titles
Let's dive into why a meta title is crucial to your article. Imagine a talented content creator named Elena. Elena had been working diligently on a knowledge base article for her company's website. She knew the article needed a captivating meta title
Zoho Developer Hangout (ZDH) - Episode 13 | Zoho CRM and Zoho Creator Integration
Hello everyone, Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM,
Are the "you are required to upgrade" emails legit?
Hi I received two emails today one in my spam and one in my inbox saying that I was "required to upgrade" prior to Zoho doing an upgrade tomorrow Aug. 7th Are these legit? Thank you !
Email Domain Verification strangeness
Hi there, So it appears that, in order to send emails from Backstage with a verified email domain / address etc. we have to use a premium license. What's strange about that, is that we have that feature in just about every Zoho program under our Zoho
Postman Recruit Bulk Write API
Hi, Does anyone have experience with using the Recruit Bulk Write API from Postman. When trying to make a bulk write call to a Custom Module receive the following response; { "status": "error", "code": "INVALID_FIELD_NAME", "message": "invalid mapping.
Can we add Merge Field Fallback values?
I can't seem to find documentation on how to create a fallback value for merge fields. For example, if a particular lead does not have a Company Name, I would like the value ${Leads.Company,} to have something like ${Leads.Company, fallback="your company"}
Automating WhatsApp Response with Team Selection in Zoho Desk Blueprint
Hello, I’m setting up an automation using Zoho Desk’s Blueprint to handle incoming WhatsApp messages. My goal is to send an automatic response to users, asking which team they want to speak with (Team X, Team Y, Team Z) and then route the conversation
Moving closed ticket to another department but keeping the close time
How can I move a already closed ticket from one department to another department, while keeping the close time the same? At the moment, when I move a already closed ticket to another department, the ticket will re-open in that department and I need to
Edit Call Disposition in Logs & Export
Hello, It would be very helpful to have the following features: 1) The ability to edit the call disposition after closing the call window/popup. The current UI does not allow re-opening the window after you exit the call wrap-up. However, it is possible
Paste Excel Range into Mail body and retain Grid
Hello, A very popular and often used feature for our organization is pasting in a range of cells from Excel into an email and sending that to our client. It saves bandwidth by not sending the entire file, makes your point more clear by including more
Outlook email integration in CRM - not all emails are shown
Hi! We have configured Office 365 in Setup | Channels | Email | IMAP Integration. The Emails from the inbox are sync and also matched to the correstponding leads and contacts. What we do not see are emails, which are structured in folders, as many of
Email ID with Plus (+) character
Does Zoho Desk support emails with a plus character in them? I ask this because we are currently using the Desk Remote Auth feature and receive this error message if we attempt to add a new user with a plus (+) symbol in their email: GET Request: https://support.XXX.com/support/RemoteAuth?operation=signup&email=me%2Bdev%company.com&ts=1629831165191&loginname=me&fullname=My+Name&utype=portal&apikey=XXYYZZ&redirect=0
Track Email conversations by record in CRM
My organization is using CRM as a means of tracking litigation. It is imperative that we are able to keep track of email history between our lawsuits (Deals module) and any outside communication with counsel outside of our organization. We use a Microsoft
Department Selection in Zoho Desk Webforms
Dear Zoho Desk Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho Desk. Currently, when a customer submits a webform, the ticket is automatically created under a predefined department. To improve ticket
ZOHO RECRUIT - EXTERNAL JOBBOARDS NOT REFERRING TO CUSTOM URL COMPANY'S website
Why has this been changed? the external jobboards are not referring to the custom url jobsite of the company anymore, but now an ugly zoho recruit page appears with an ugly webform that we didn't configurate. this is absolutely not the brand of herfurth,
Start a Project from a Sales Order
There has to be an easier way to start a Zoho Project based off of a Sales Order AND if the Sales Order is over a certain dollar amount. Once the Sales Order is confirmed it would be great if I could go to the Sales Order, click on create, and start a
Workflow - Send template and attach document
I have a file upload field on a custom module. I have a template that I send via a workflow. Is there a way that I can attach the uploaded file to the template before sending it? Moderation Update: A similar case is being discussed in another forum post.
Quote Template - Need to add a 2nd Pricing Table
I love the ability to have a pricing table in a quote template that allows for products to be added to a quote. However our business is a SaaS business where we have 1-time charges for setup or training and monthly recurring revenue for the subscription.
Making Connections Between One Accounts Zoho Creator App to Another Zoho Books
For one of my clients, I need to make a connection between their Zoho Creator account and our Zoho Books system. I am a new developer, but I have read the Oauth api. Theres nothing, as far as I have read, about connecting external Zoho accounts. Does
Darshan Hiranandani : How can I configure my email system to automatically open the next email after I archive or delete the current one?
Hi Team, I’m Darshan Hiranandani, currently transitioning from Gmail to Zoho and am having difficulty with a specific workflow. In Gmail, I could quickly move through my Inbox by archiving emails and automatically opening the next one, which was very
Integrating Phone System
Hi all, Our company has various Franchises around the UK. We are looking for a phone system where people can call and say for instance the first three characters of their postcode and be directed to the right Franchises, but one that also integrates with
Deprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As a
Using BCC Dropbox - Retrieve Firstname and lastname
Hi, we tested the BCC dropbox function, but currently it is not really helpful. Is there a possibility to configure the BCC dropbox? We would like to - fill in the firstname/lastname fields if the email is defined as "Fname LName <something@somewhere.com>"
Adding new Classification and Inquiry /Complaint type and New Agents
Hello Team, I want add new Business Classification, Inquiry/Complaint and New Agents for the new Business in our Company
Ajuda! Não é possível enviar mensagem; Motivo: 554 5.1.8 E-mail de saída bloqueado.
Por gentileza desbloquear meu e-mail contato@cezimbraeng.com.br! Preciso dá continuidade nas minha atividades de trabalho.
DESBLOQUEAR MEU EMAIL
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Zoho Mail Lite App for Mac not working
It happened just recently. The Zoho Mail Lite for Mac kept logging out and not working at all. Is there anyone else also have this problem? See the screenshot I took.
Maak kennis met de baanbrekende functies van Zia in Zoho Projects
Ervaart u ook het bijhouden van deadlines, taakopdrachten en voortgangsupdates als een eindeloze strijd? U bent niet de enige. Projectmanagers worden overal geconfronteerd met deze hindernissen, die vaak leiden tot stress, vertragingen en inefficiëntie.
【開催報告】 福岡 ユーザー交流会 2024/8/2（金） 10以上のZoho ツールを使っている現場のリアル
皆さま、こんにちは。コミュニティチームの中野です。8/2（金）に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 ※Zoho セッションの資料共有はございません。 今月の開催会では、リクト 山口さんによるZoho One の活用事例、Zoho 営業部門のZoho CRM / Desk / 電話連携活用法を解説するセッションに加え、「Zoho サービス同士の連携」をテーマに参加者同士でZoho
Bug: Can't Customize CRM Modules
Has anyone else experienced the inability to modify CRM modules and fields. It just pinwheels. Zoho is working on it, but it is now day 2 and I still don't have access.
Marketer's Space: WhatsApp Marketing - The Basics
Hello marketers, Welcome to another post in Marketers Space. This week, we are kicking off a new series on WhatsApp marketing. We'll start with the basics in this post and dive deeper in the following weeks. What is WhatsApp Marketing? WhatsApp is the
How can we add products using a wizard?
Hi Team, I'm Darshan Hiranandani, planning to create a wizard for adding products, but we’ve encountered an issue: it seems we can't use the products module when designing the wizard. Could anyone provide insights or suggestions on why this might be the
Zoho Books Support
Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.
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