Agent Notification: Response from Contacts in the CC
Hey, I have a use case for the notification being sent to Agent when multiple contacts in the ticket respond. Agent always gets email say Contact Person{Case.ContactName} who raised that ticket have responded to the ticket even if the second or third
Auto remove corresponding record from subform report
I have a main form with a subform in it. So lets say I make an entry in the main form, and make two entries/rows in the subform and hit submit. Now, the subform report should have two entries in it. But now, if I go back and edit the main entry and remove
What does this error mean?
Can someone explain what this error means when I try to update my deluge script?
Filter with zoho.crm.getRecords or zoho.crm.searchRecords
Good afternoon, I am trying to create a filter using fields within the "Events" module. Is this possible? I am using the following code: zoho.crm.getRecords("Events", 1, 200, ("This is where the query using the field would go")). If this is not possible,
Collapse/expand groups en report view
Hi! We suggest adding the indicated functionality through a report configuration option when defining grouping criteria. Thanks, Eduardo Santander
Bug in Rendering Field Label name in Custom Module for Specific User
We have encountered an issue where one of the field names in a custom module is displaying its API name instead of the field label name in the layout. Notably, this issue is only affecting a specific user. Issue Details: Expected Field Name: Invoice Date
Zoho Campaigns says No Workflows
Hi, I am trying to connect an Elementor form to Zoho Campaigns via Flow. However I am getting the error in title when setting up the actions of Adding contact to a workflow. I have an active workflow in my campaigns app. Why the workflow is not showing
Using the Zoho Expense Report API, why can't I see all the expense reports in my organization?
Hello, When I make a request to the Zoho Expense Report API, even though I am an admin in the expense module, I can only see my own expense reports. However, when I open the module in the browser, I can see the expenses of other employees. Upon reviewing
The "Pay via Bank Account" field in the customer record
We've decided that we would like our customers to be able to setup payment via ACH. Is there a way to easily change the field "Pay via Bank Account" to enabled for all of our customers? If not, is that something that your team could do for us? Also, is
"Voice to Text" typing software for Notes within Zoho CRM
So, is there a Ai, or Software that might be Free that could be used to take Voice to Typed Text and then be pasted into Zoho CRM Notes, Comments. Is their Ai to provide spoken instructions to Zoho ?
barcode
we are small business dealing in handicraft products, is it important to have a barcode for us?, if yes then how accepted is barcode from zoho in national markets and what exactly is barcode type and barcode data?
Set Task Dependencies for Improved Project Management
Task dependencies refers to the relationship between tasks, where the start or finish of one task relies on the start or finish of another. These dependencies are crucial for the successful completion of a project, as they help to ensure that all tasks
Upload files via API
I want to upload files via API to sales order module or package module. there is no API enabled. What workaround do we have? regards, JS
Creating Multiple column in the layout?
Hello I am looking to create 4 column to enter data in the layout. I am able to go maximum upto 2 columns. Can anyone suggest me the options for it. Rajat
Formulas inside a template?
I would like to use a formula inside a quote template. Basic arithmetic. Is this not available with your product? This seems like a really basic function. Since the template cannot go backward and fundamentally change the database of prices and products, what's the harm in allowing me to render the information on the page the way I choose?
Understanding Guided coniversation in Zoho desk.
Hello Zoho developers, Understanding Guided coniversation in Zoho desk. Guided Conversations, also known as GC in Zoho Desk is a way to implement your self-service strategy. It is a GUI (Graphical User Interface) based, low-code, self-service platform
Customize the Quote Template using formulas
Hi There, Is it possible to customize the Quote Template with a formula so that when I have the "${Quotes.Grand Total}" field I can do something similar to "${Quotes.Grand Total}*6,3". This is the quote's total, times 6.3 (my customer's local currency
Adding a multi-line field as variable in Zoho Flow
I am trying to set up slack notifications for one of our custom modules and want to create it so that it includes 'Notes' [a multi-line field] in the slack notification message. The 'Notes' field isn't showing up as a variable I can include though...
Tip #26- Enhancing privacy with the blacken screen feature in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! In this community, we love to share tips, tricks, and best practices to enhance your remote support experience using Zoho Assist. This week, we’re focusing on how to improve privacy during remote sessions. Maintaining privacy
Marketer's Space: Targeted messaging : Leveraging ZMA 2.0 for Effective Communication
Hello Marketers, Welcome to another post in Marketers' Space! This week, we'll look at targeted messaging and explore the power of multichannel marketing. Reaching your target audience with the right message at the right time in the right platform is
DKIM Verification Failure despite setup being correct
I have set up DKIM as per the instructions and domain registrar side is showing the record as working. However on Zoho's mail admin console it keeps saying verification was not successful. Can someone help? Thank you
Imap not working
Even following your guides and entering the right parameters does not allow me to add the imap account on my personal computer. Could you verify that it works?
How to forward email from Bigin to someone else.
I can't see an option to forward email from Bigin to a 3rd party. I can only see the option to Reply to the person who sent me the email in the first place. What am I missing?
Issue sending & receiving emails
Hi there Is there an issue with sending & receiving emails today? Emails issued are not showing in my 'Sent' folder & recipients have not received them. Likewise, I have not received emails that have sent to me today. Can you advise when this issue will
Items purchased history by customer
I have Zoho Inventory. My sales rep needs to be able to see a list of items purchased history within the customer details. Now we can only see a list of invoices that we can click on. How can I get Item History for the customer to display? Can I place
Issue with sending a Form via Campaign
I created a fairly simple Form in Zoho Forms...it's for a giveaway (enter to win). I just want to send the Form itself to a segmented list in Campaigns from my CRM and when I try to do so, it still asks for Content. I thought the Form was the Content...what
Archive
What is the usefulness of archive mails? Are they deleted in the future?
Campaign is not updating when the CRM information is updated
I have set up a synch for Contacts and Leads which is ok. In the contacts module I have a custm field for a newsletter that is controlled by a workflow that adds the contact to the list when the newsletter check box is selected. I also have a check box
Zoho Mail - incoming mail doesn't work
I don't receive any incoming mail. I tested with gmail and received information about the sent email from the client. E-mails do not reach the inbox.
Two-Factor-Authentification
Hi there, how is the Two-factor authentification memorizing me Browser. Via Cookies? In one Browser, I am always asked for the authentification, so the browser is not saved for 180 days. It is a bit anoying like that and cost zoho money, I guess. So any idea, what prevents that a browser is recognized again? Thanks for the help And
Error al enviar correo
Hola, les describo mi problema cuando intento enviar un correo desde mi cuenta de zoho, me dice "No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - micorreo@dominio.cl" si ingreso al portal de configuracion me dice que
Zoho Recruit's Chatbot: Now Integrated with Candidate Portal
We're thrilled to announce a powerful integration between Zoho Recruit's chatbot, powered by Zia, and the Candidate Portal! This exciting update simplifies the recruitment process for both recruiters and candidates, fostering a more engaging and efficient
Connections in Creator
A while ago, the way connections can be created changed so that ONLY the application OWNER can create connections. It makes it really difficult as a developer, because 1. the OWNER of the application rarely knows how to create a connection. 2. It is nearly
Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes
Negative opening stock balance and Value
While migrating from sage to zoho cannot enter negative opening stock balance and value. Please consider this and give me a solution.
Automation campaign not sending to entire list
I have designed an automation campaign to send a set of emails upon list entry, but when I activated the campaign with the list created and attached, it only actually sent the first email to one contact on the list and says it skipped the rest of the
api criteria Question.
https://creator.zoho.com/api/v2/customer.service_americaship/zoho-test-bed/report/Package_to_Shipment_Report?from=200&limit=200&criteria=Package_ID==“184063” && Shipment_ID==“83676” 在上面的链接中，&&条件不起作用，如果使用AND则不起作用。
Reorder blocks in Detail View
It's been a long time in coming, but I'd like to thank the Creator team for finally allowing us to drag and drop blocks within the detail view. It's not a great new shiny feature, but it's these little improvements that make working with Creator a more
Is there a way to use MS Teams / Zoom instead of Zoho Meetings for our Webinars?
Hey there... we're super happy with Zoho overall. There is one thing bothering us though: Audio + Video quality of our webinars. We host regular webinars and got consistant feedback on the lagging audio and rather poor video quality. I don't want to miss
Automatically assign the ticket creating user as contact of a ticket
Hi, as my topic suggests, is there a way to assign the user creating a ticket as contact of that ticket without me bing forced to look up my own contact "manually". This is for the cases where our own team members from other departments would create tickets
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