Tip #24- Optimize remote connections for better performance and lower data consumption- 'Insider Insights'
Hello Zoho Assist Community! This week, we’ll be focusing on improving the performance of your remote sessions and reducing data consumption. Let’s dive into the details of the Performance settings under Preferences and see how these adjustments can make
Zoho Integration with Stripe Payment Gateway
I have done the Stripe integration as one of the Payment Gateways. however, Under my Stripe account, I have 2 sub-accounts are created which both are belong to the same company. How can I connect both Stripe sub-accounts to Zoho?
Can I generate a Zoho Access token using ClientCredentials flow?
I have a "Cron Job" that runs every hour. It will update 1 (to many) Zoho CRM 'accounts'. To do this, I need to use an access token in the 'Authentication' header. Now I can manually do this via the "api console" (https://api-console.zoho.com/) and manually
Zoho Notes Search
Is there any plan to add a search option for notes within a record? the global search for notes isn't great at connecting the notes found to a specific record and as far as I can tell you can't specify a record to search for notes within. I've tried some
Get records from zoho CRM (Invalid Request)
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.eu/crm/v2/Subscriptions 400 (Bad Request) widget.html?serviceO…F%2Fdesk.zoho.eu:88 { "code": "INVALID_REQUEST", "details": {}, "message": "unable
What are the differences between Z RPA and Z Flow?
Dear Zoho team, What are the differences between Z RPA and Z Flow?
Migration from ACT
We have been in the process of migrating our data from an existing ACT database for several months. The migration was imported incorrectly and now we are told nothing can be done to fix it. We call customer service in Texas and the call gets answered by an agent in India. We cannot get any local support and now are six months into the project without 50% of our data. Please do your homework before migrating an existing database. ZOHO is fine if you are starting with a clean slate.
ACT to Zoho migration
We are looking into switching from ACT to Zoho CRM. We'll have over 5 users so we understand that Zoho will migrate out database for free. We are concerned about the ACT Notes. They contain rich text formatting. Does this need to be cleaned first?
Zoho Desk - Account Owner bulk trasfer
Hi guys, I have a Customer Success Manager who is leaving his job, i recruite a new CSM to replace him, On the old CSM agent , there are roughly 200 accounts (the clients he was managing), i want to bulk transfer the whole accounts from his account ownership
Is Cliq down?
Facing issues across our org with Cliq. Haven't heard anything from Zoho support or the status page. We are getting reports that Ciq is returning errors, not loading, not refreshing, failing to work on Mobile app and some channels are now mistakenly marked
Lookup field to be visible in help centre
I'm building an internal helpdesk and want end users to be able to select their Line Manager from a lookup to the Contacts module.... I can create the module, but can't get it to be visisble in the Help Centre How can I do this ?
Tax Agency from Shopify to Zoho Book
Sure, here is the translation: Anyone out there having issues with the taxes in Zoho Books from Shopify? I need to create my tax report. I'm having trouble generating it. With the integration of Shopify to Zoho Books, Shopify creates the taxes by itself
Azure DevOps <-> ServiceDesk Plus Integration
I'm trying to figure out how to make this integration work. As of right now, the way I'm doing things is having each individual SDP Request Template trigger a flow to create a Work Item in ADO. Same way with communication from ADO to SDP. I have them
"ROUTE_TO" function not working when the user is in the context of "All Departments"
Hi, I'm trying to load my extension side panel automatically when the agent navigates to a ticket, using the background widget. I'm using the following code: ZOHODESK.invoke("ROUTE_TO" , { entity : "extension", location : "desk.ticket.detail.lefttab",
Verify User on Last Record with Current Submission
Not sure if this is possible, as I am not sure when the Added User field can be verified during submission or after. I am attempting to make sure the user who is submitting form is the same person that was on the last Record. I have it set up that fields
Feature Request: More Paragraph Formatting Options!
Dear Zoho, Notebook is a wonderful bit of software and by far the prettiest notetaking app I've come across. The only thing that would keep me from recommending it for general use is the lack of paragraph formatting options. Just a little more word processing
i cant import pdf statement of bank statement
i cant import pdf statement of both bank and credit card statement it will be very helpful if the credit card statement will be uploaded in the pdf format itself converting is a time consuming process
Excess money received from a one time customer
One of my customers paid me 5 Rs excess than the invoice value. It is a one time customer and never going to comeback for this 5 Rs. I have already allocated the credit to the customer, but the 5 Rs showing as excess always. I want to remove this 5 Rs
CUSTOMER STATEMENTS
It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaid
Payment option after zoho books invoicing
Its a very very important to change as soon as possible. When my clients pay their invoices and use the "pay now" button on the email i sent them through zoho books, they have the possibility to pay through visa card (since i connected stripe with it).
New York User
Hi, I'm new to Zoho CRM & getting up to speed with sales automation. Are there any user / meet-up groups in the NYC metro area ?
Collecting Customer's Card Information
From what I was told by customer support, Zoho Books does not allow you to collect payment without disrupting the sales process. There is no way to collect it via API, there is no way to import it via merchant. You can either email the customer to enter
POST invoice vs. CRM ID
Hi, we're using Zoho CRM synched with Zoho Books. Now I want to do a simple POST call to create an invoice. First i tried to use the account id from zoho crm as the customer_id in the POST call, but it works only for a few customers. For the others I
What's New - June 2024
Hello everyone, Zoho Backstage has released a bunch of exciting new features and enhancements, alongside addressing various bugs to ensure a smoother experience. We're thrilled to share these improvements with you. Here's what's new and improved in Zoho
Stumped on map variable script error in Zoho Creator
Hello, The script below is simplified to the basics that include the error line for easier debuging and is used in Action Button in a report for Form "RCMfrm_Jobsheet_Tasks". Goal is to open the existing record on-click of button to update a signature
Sending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that says
bug api ?
Hi When I use the API to do any of the following request I keep getting 'The request could not be authenticated as the authentication value you entered is invalid. Enter a valid authentication value and try again.' Mark an estimate as accepted Mark an
Occurrences in rows
Hi all, need some advice! I have the table below with details on the attendance of people at a class. What I want to do is to add up how many people (ID) have been in attendance anytime in the last 5 months measured from May. Note this is not how many
[Zobot BootCamp - India] Hands-on chatbot training with expert guidance in your city!
We are excited to announce our upcoming Zobot BootCamps in your city, designed to help you build powerful chatbots for your business. This workshop is a unique opportunity to learn and build chatbots from scratch alongside experts using the Zobot platform,
Date Format - YYYY-MM-DD
Why in the work would Zoho Sheets not support the date format YYYY-MM-DD - pretty universal - no confusion - and especially for data in a spreadsheet - can be sorted properly Blows my mind that this setting does not exist, or I can't find how to turn
Zoho Writer - Signer Fields placement issue
Hello, I recently noticed that there seems to be an issue when placing signer fields in a Zoho Writer document. Indeed, Zoho does not let you put the fields where my mouse would otherwise clic and drag it. The field is still moveable, but it does not
Export CRM email template to HTML
Hello, I was wondering if it was possible to export the HTML of a CRM email template? Or at least copy/paste the HTML code? I can't seem to find the option anywhere. Thanks!
Trace Workflow Rule email notifications
I created a workflow email notification that triggers whenever a Custom Module is created. However, I noticed that there is one instance where it didn't trigger. How can I investigate the reason?
Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look at
Integrating Two-Way SMS Conversations via Twilio with Zoho Desk and Linking to Tickets
I am looking to integrate two-way SMS conversations into Zoho Desk using Twilio. My objective is to enable our support agents to send and receive SMS messages directly within Zoho Desk, with all SMS communications linked to the corresponding tickets.
[Upcoming Webinar] Fostering a data-first culture with enterprise analytics
Businesses today are fully aware of the importance of being data-driven, and there are countless companies catering to their needs. Technology and software vendors, specialized management firms, and more enable businesses to set up and maintain their
How can I change order of the template folders?
I would like to have our different email template folders in a different order. It does not work when using A, B, etc or 1, 2 etc. in naming the different email template folders.
Enforce upload of Pictures of finished job
We need to ensure our field techs take specific pictures and upload them, before they leave a job site. The pictures checklist varies depending on the type of job. What's the best way to prompt the tech and ensure they have uploaded the appropriate
Zoho Analytics - Line chart Axis
How can I hide the button displayed near the axis in the snapshot below? I do not want the axis to be visible to everyone.
Zoho Payroll: Product Updates - June 2024
As June brings the mid-year mark, we're back to share the latest updates for this month with you. Our latest updates for UAE and India are designed to make your payroll processes more efficient, helping you manage your mid-year reviews and adjustments
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