Add sorting and filter for table "Associated users" in CRM | Setup | Security | Roles and Sharing
Hi, for a better overview in this security relevant area a filter for user status | confirmation status and sorting option by name | email adress is needed. kind regards Biocrates CRM Team
Prepaid Expenses (Long term)
Hi I have some prepaid subscription plans that runs for 4-5 years. I would like to put them in the Prepaid expenses account. However, there is no option to create an expense that puts the expense in the prepaid expenses account. I want to be able to create
Looking for help with Pivot tables.
Good day everyone, I am playing with some test data now, and I have a question. So I am using data that comes from Zoho Projects. I made a SQL query to combine 4 tables together and it all work fine. Now this is an image of the test data. I got all the
How to Reactivate Terminated Employee in ZOHO Payroll
Dear All, We have a scenario where we terminated one employee in Jan 2022 and again that employee joined our organization this month.employee email address is same but we are not able to enable the portal and getting the error that email id is duplicate
Deprecation of Google Drive and Google Sheets in default connections
Starting from August 15, 2024, Google Drive and Google Sheets services will no longer be available as default services in Zoho Desk. Reason for deprecation: Google has identified sensitive scopes within the Google Drive and Google Sheets connections,
Improvements require in canvas layout
I think there is lot of scope of improvement required in canvas layout in terms of layout adjustment because in most of the cases i have issues in adjusting the layout design for small and high screen sizes. Take a look at the below example Look at the
How to integrate the zoho sheets with your Application
Hello Zoho Developers, Here are some tricks and ideas for Zoho Sheets. Zoho sheets. Zoho Sheet is an online spreadsheet application that's part of the Zoho Suite. It allows users to create, edit, and share spreadsheets in real-time, similar to other spreadsheet
Microsoft Outlook add-in for Zoho CRM
Is there a reason why attachments cannot be directly added to a lead/contact? I can add a note even a whole email, but no attachments. This would be a useful feature. And we would also need to get access to custom modules directly from within outloo
Arrange or remove images when using Customize Content
Hello, when adding more than 4 images to a post via the Customize Content feature, it is possible to easily remove or rearrange the firts 4 images. Is there a way to remove or rearrange the images from position 5 on? Thank you
Calls module deleted on CRM, Sync Failures on Zoho Analytics
Recently the calls and meetings module was removed on crm side. Since it was removed, our zoho analytics sync is resulting in failures. I tried removing calls and meetings from the data sources edit setup menu but neither of them show up. Do I need to
Break out rooms for meeting / webinar - feature or feature request
So I run a face to face user group, which is now virtual. One of the things I am missing is the informal break out sessions between formal sessions. I know zoom & houseparty have the concepts of rooms that can come off of a meeting. I want some sight
Invoice report
Please help me my report of sales person is exporting just one row with "others " in name and total amount I need report of each sales person with name and invoice paied and invoice unpaid It's available??
Making email templates/ snippets available in the Description field, in template layout
Hello, I would like to request the a new feature for email templates/ snippets to be made available in the Description field, in Ticket layout edit screen, just like it is in the agent email editor. Agent email editor Template layout description Use
3 Column layout (image+text) Breaks on Mobile.
I try to use the 3 column layout on Zoho editor but it breaks on mobile preview. Zoho hasn't fix it yet?
Cliq Notifications for the Activities modules - Send message to cliq channel for Agent Unavailability
Dear Zoho Desk Team, We are writing to propose a new feature that leverages the existing integration between Zoho Desk and Zoho Cliq that send Cliq Notifications for the Activities modules. We recently learned about the "Cliq Notifications for Activities"
Transactions not flowing into Books from Credit Card Bank
We've been having an issue with Books in that the credit card transactions have not been flowing into Books..and the few that do, go to the wrong credit card. I've been "working" with Zoho support for 3 months (!) and it's still not resolved. Has anyone
Change default channels selected when creating a new post?
Hi Team, I am trying really hard to get into Zoho Social - I believe it has so much potential and it is great, but its little things that are really frustrating. In this case, is it possible to change in settings or somewhere the default channels that
Pin or Flag Comments/Emails
It would be great if you could pin a comment or email on a ticket. The interface could then have a tab that displays the pinned notes/emails for the case. From this tab you could unpin the note, or share the pin with another Agent. This could be a way
fix the launch issue
I have moved Zoho work drive to another hard drive and the sync or the launch whenever i open it launch for seconds and disappear.
Updating an existing record through an email link click
My application tracks tasks assigned to individuals. It sends a nightly digest email with each individual's open tasks. I'd like to include in that email a simple mechanism for the user to click a link and mark the task as done. Ideally they'd not have to see a Zoho form; e.g. the link would be a call to a web service, with parameters preset with the task ID. The receiving service would simply select the task by that ID and update the value of the field called "Complete." If the only way to do it
Canvas View for multple module
I have created a canvas view for the account module and lead module has account lookup. In the canvas view, I'm able to show general fields of associated leads, but can we get leads(associated/related items) and account fields visible on one page?
Tracking "Last Contacted Date" (emails, activities, etc.)
Hi all, We want to track the last contacted date for Lead records, including emails, activities, etc. The goal is to create: a report of leads that haven't been updated, a field within the record that clearly indicates the last contacted date, and. an automation that reassigns the Lead when it hasn't been touched in 30+ days. We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity. (Frankly, I don't think email is going to
Programmatically Show/Hide Fields in Deals of Zoho CRM
Do you know how to display and hide Checkbox fields dynamically in the Standard Layout of the Deals module? I’d also like to dynamically change the display-label of the checkbox fields too. For Example: if I have a Multi Select Lookup field of Contacts
Sub form not updating all rows of another subform
Hello, i have a form in creator that has two subforms in it. both subforms have a dropdown that i am trying to make related. i want to get the dropdown inputs from each row of the first subform and display them as options for a dropdown in the other subform.
Optimize your Knowledge Base with header tags for enhanced visibility
Let's dive into why header tags are crucial for your articles. Header tags and when to use them Header tags, ranging from H1 to H3 in our knowledge base (KB) module, are often referred to as HTML elements used to designate an article's headings and subheadings.
Update parent module based on child modules
Hey, I'm sure there should be a way to do this, but I am struggling to find a solution. We have a parent module called Sites, and a child module called Plots. We are looking for a solution that would achieve the following: When all Plots belonging to
Introducing the new Zoho CRM V7 APIs and ZDK CLI
Hello Enterprise Community, We have recently launched a couple of very exciting features for developers working in Zoho CRM, the updated V7 APIs and the new ZDK Command-Line Interface (CLI)! What does this mean? The Version 7 APIs introduce a ton of new
Spam Tickets
Hi Team, Last week, we discovered hundreds of messages from our customers in the SPAM Tickets Folder! Zoho Desk is classifying these messages as spam without sending them to my agents. I have turned off the Zoho Support SPAM filter, but the issue persists.
Nested Picklist - Search doesn't work
Hello, The search input in nested picklist doesn't work. There an exemple : The nested picklist in the layout : Here, the word 'absence' in the list : And the search : I tried to create a new pick list, i've got the same problem. The search only works
10 minute consults for multiple providers
Hi Everyone, I have been trying for weeks to find the right setting. I am a therapist, and we have 3 appointment lengths in our calendar: 50 minutes (which block off an actual 60 minute block), 45 minutes (blocks off an actual 45 minutes), and a free
App crashes after searching and finding a note
After i search and find a note the app crashes when i try to open the note from the search results. I am able to open notes without issue when i scroll through and find the note i need. I keep sending reports after each crash instance but this problem
Sync not working on two devices
I have a Samsung phone and a Samsung tablet. Zoho Notebook isn't sucing across the two devices and actions marked as done on the phone are not updated - does not sync - across to the tablet and vice versa. This is getting frustrating and Zoho tech doesn't
Focus calendar report on specific date dynamically
Hi, Is there any way to focuse a calendar report on a date using deluge? Thanks
Deleted expense retrieval
I accidentally deleted an expense. Is there a way to retreive it?
job list display
I'm looking for a clean, sortable list of job postings with column headers and a side bar of filters. I like the filter boxes in Zoho Recruit and I've found some Zoho Recruit sites that have nice presentation using sortable lists but it looks like these
Zoho Desk mobile app: key updates from January - July 2024
Hello Everyone, We are constantly working to make Zoho Desk better and improve its mobile functionalities. Over the last six months, we have introduced some exciting new features and enhancements to the Zoho Desk mobile app. Here’s a summary of these
Timesheet weekly view: Add a client field to the left of the Project column in order to filter projects by client
Please consider adding a "Client" or "Customer" field to the left of the project field that would filter projects associated with the primary client selected in the first column. I'm referencing this screen:
Effortless communication with individual contacts via WhatsApp messaging
Dear Zoho Desk Users, We have brought the option to send a WhatsApp message to a contact under the list of quick actions for ease of access. Now, agents can click the dropdown arrow next to the plus sign (+) from the top panel or use the keyboard shortcut
Watermark as a Background / Outter
I would like to be able to add a watermark image to the background of my zoho campaign. If I cannot do it to the entire "inner" background...can I do it to the "outer" background? It would help to dress up our campaigns.
Schedule a function that exceeds number of statement execution limit
Hi guys, I've got an error on a schedule that I'm running to update the age of my service users. It says the number of statement execution limit is exceeded. Each day I use a schedule to run the following function: void update_age() { for each rec in
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