How to capture the agent details first responded in chat
Hello, We're looking to run a report in Analytics against Desk that will identify the agent who responded first to a customer in Chat. Is there a way to extract these details from the tables linked from Desk to Analytics? Thanks for any advice, Ajee
People - Leave Tracker
I need to create a report that contains the leave tracker of the people in Zoho Analytics, but when integrating People I do not see the table with the information.
Image Display in HTML Page in Portal
I have an HTML page that displays an image from the database. It works fine when outside of a portal. I want to put that HTML page in a portal but I cannot get it to display the image. I get the broken image symbol when I try to run it from inside the portal The code that works is below. The input.property is the record ID of the record that I want to display and comes across from a stateless form that is used to open the page. I moved the stateless form and the HTML page into the portal and
Subject encoding
We have this issue since we've started using Zeptomail instead of Zoho email, in order to send email through SMTP. We use greek in subject and some characters (not the whole text) are shown as below. We had no problem while using Zoho email, with the
ZohoBooks WhatsApp Integration - 160,000% markup?
We have configured the WhatsApp integration on ZohoBooks and utilised 10 credits priced at £16.00. Upon further examination, I found Meta charges $0.015 per conversation, resulting in roughly a 160,000% markup from Zoho. Is this correct, or am I misunderstanding
WooCommerce new order email not received
The WooCommerce new order email is sent to 4 email addresses, all of them are Zoho emails. Only 2 of the 4 people received the email. The other 2 people don't get the email at all. I checked the DNS records and they're verified. I'm not sure how to troubleshoot
Updating a Multiselect Lookup Field
I'm currently trying to update a multiselect lookup field in a record, but it's giving me the error {"code":3001,"data":{"ID":"3268991000041877010"},"error":["Invalid column value for Staff"]} . I've tried the list method and the collection method. The
How to match colors for same label names in different charts on the same dashboard?
Hi, I'm having trouble with matching colors between two pie charts on the same dashboard. The issue is that I would like both charts to use the same colors for the same label names ("books", "crm_and_desk", etc), but I'm not able to do so neither using
More than 100 contacts in Sheet View
I have about 500 contacts in Zoho CRM and need to do some manual manipulation (eg tidy up address fields). Sheet view does exactly what I need it to do as long as all the records can be listed on the one page (or the first 100 records if more than 1 page)
Create subdomain mailbox in tandem with subdomain stripping feature
Since theres the subdomain stripping feature and its working great, is it possible to create a mailbox on a subdomain? I use the subdomain stripping feature mostly for incoming but sometimes once in a while i may need to send/reply too. Looking at current
Enhance Activity Reminders with Custom Actions and Workflow Integration
Dear Zoho Desk Support, We are writing to request an enhancement to the activity reminder feature within Zoho Desk. Currently, we can set reminders for calls, tasks, or events as pop-ups, emails, or SMS messages. While these options are valuable, they
Customize Colors of your Customer Self Service Portal
You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme. Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
Sharing ownership of a form
good day myself and my Ops manager are working on the same form. how do we share the ownership of the form. currently i have to change the owner each time we want to work on it which is a pain.
default calendar sharing
Hi, in Zoho Workplace is it possible to enable all users calendars to be visible by other group members by default? Or does each user have to enable this themselves? Thanks Chris
Domain Mapping issue in ZOHO Desk
Dear All Our Domain is Controldesksolutions.com .We are trying to do domain mapping and its asking for add CNAME entry in DNS site . we have already add CNAME to our hosting site . and add subdomain support.controldesksolutions.com but we want to map
CPQ in Zoho CRM is now supported in sandbox
Dear customers, We're excited to announce that CPQ is now supported in sandbox environments. CPQ (Configure, Price, Quote) functionalities help businesses streamline their sales processes. Features like Product Configurator, Price Rules, and Guided Selling
Auto Blog post on Home page
I want auto published last blog post on home page with tag & categories. some rss feed is working without tag & categories. But I want auto post on home page with selective categories or/and tags
Closing of Account User ID : 741583073
Hi Team, Please be advised that my organisation is no longer exist and hence I want all the subscription to be cancelled with immediate effect. My User id is : 741583073 Organisation Name: Nexgen Wealth Management Services Thanks Sandip
[Free Webinar] Creator Tech Connect series - Active Directory and SAML Authentication
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Zoho Sprints - Q2 Updates for 2024
Hello Sprinters! We started this year with a bang with the release of Zoho Sprints 2.0. We've tried to match that energy with a great deal of new features and enhancements in the succeeding quarter. There have been quite a few feedback from our proactive
Tracking Mentors and Mentees Match in Zoho CRM
I am developing a system for a mentoring program where we match mentees with mentors and track the match in cohorts. There is a new cohort every semester. A mentee can participate in multiple cohorts, and a mentor can be matched with more than one mentee
Feature Request - Populate project name field on invoices when generating from Zoho Projects
I noticed that when I create an invoice from Zoho Projects, the Project field on the invoice is always blank. It would be great if this could be populated with the project name automatically. It would also be great if the subject field could be populated
Zoho CRM Cadences - Is it possible to add steps on cadances once active?
Hello! We have started playing with the recently launched feature in Zoho CRM - cadences. We have in the past used the mass email functions to send emails to a group of clients to try to reactivate their interest on our services. For example - sending
Bypass Blueprint
Hello. I'm creating a new blueprint. I have a lot of different deals on different stages. Since the blueprint is new, all of them will be at their first stage of the blueprint. I need to manualy set the blueprint for each deal. Is there any way I can
How to edit HTML on Quote template in CRM
I notice that the ability to edit the HTML on the templates has been removed or moved to a different area. How do we now edit the HTML?
Zapier Zoho CRM Create Task Module who_id or what_id not associating with the lead
It looks like the Zoho CRM integration with Zapier was updated beyond 1.0.49 and it changed the Create Module Entry for tasks by removing the Parent ID. Now it asks for either who_id or what_id. I would assume the who_id would be the same parent ID of
Help with Workflow to include subform attachment
I have a Form Release_Drawing and another form Drawing_Files Drawing_Files has a file upload field named File_Upload I am using the Drawing_Files as a subform in Release_Drawing form. The name of the subform is Drawing_Subform The user typically fills
Seeking Advice on Implementing Subscription Verification in Custom Zoho Creator Application with Zoho Subscriptions
Hello Zoho Community, I am currently developing a custom application using Zoho Creator and Zoho Subscriptions and need some guidance on managing user subscriptions effectively. Current Workflow: Users create their password. Users complete their individual
Blueprint Delay (leads created though API)
Has anyone else experienced a delay with leads entering a blueprint, specifically on leads created through the API? I am noticing a 5-10 minute delay on my end.
How to find all docs with assigned template?
Hi, I would like to remove some old templates for Quotes/Estimates but it is not possible as they were used many years ago. So I thought that I'll find the docs and change the templates to the actual ones but it looks there is not possible to find the
Trying to send a non-marketing email and its ignoring all contacts
What should i need to do? trying to send a camping, added contacts and its not allowing me to send them its a non marketing email
Zoho email app on Android not working
I have been using zoho email for 5 years. I use it on Google pixel 7PRO and OnePlus 12. For last 3 days it is not syncing, hanging all the time. I have disisnalled and re installed it, but change. I can see the pop up message, but when I open the app,
How to add Addmonth() in zoho crm using client script
Hello Community, I have one requirement in Zoho CRM. There is Plan duration dropdown field. For ex, I have selected 1 month plan, when I entering date in Plan Start Date, Plan End Date field should automatically filled with Plan Start Date + addMonth(1).
How to duplicate récords from a form
I need to duplicate some records from a form. I didn't find a button to duplicate records. any ideas?
Bigin app update - Android
Hello everyone! In the Android version of the Bigin mobile app (v1.6.3), we have introduced support for Caller ID functionality. With this feature, you can now view contact details and access them by tapping the Caller ID banner, which will direct you
System.Net.Mail.SmtpException: 'The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required.'
I'm trying to send a email through a C# application. Here's the code: using (SmtpClient smtp = new SmtpClient("smtp.zoho.com", 587)) { smtp.EnableSsl = true; smtp.UseDefaultCredentials = false; smtp.Credentials = new NetworkCredential("from", "password");
Writer desktop app crashes at launch
Hello: I just installed Writer desktop 2.0.6 on Linux Mint 21.1. It began to launch, then crashed. I re-installed it, same thing. The log files are attached but their content is brief so I'm copying it here: LOG 2023/04/17-17:01:26.444 6323 Recovering
How to add followers to Contacts within Tasks
Hi I've seen that the Contact pane of a Task shows a Follower count. However, clicking on it does nothing, and I can't see a way to add myself (or anyone else) as a follower to a contact. Is there a way to add oneself as a follower to a Contact record?
Export current and previous sprint content
Does anybody know how to export the contents of a Sprint from Zoho? The export feature appears to work only from the Backlog view and as such I have only managed to create an export of either unallocated tasks or tasks in future sprints, but not tasks
CHAT FOR WEBSITE
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