Replying to a missed chat in Salesiq
If we miss a chat, can we set up an auto reply after a certain time period asking the user to leave their phone number or email so we can reply? Or Is there any way of re-opening the chat on our part?
Contains operator in Creator REST API
Hi, How can I use the "contains" CompOperator from the REST API ? If I do http://creator.zoho.com/api/csv/dvd/DVD/view/matchall/Title=Heroes/apikey=... it will work for exact matches. But how can I search for fields which contain the string I specify? Many thanks, Richard
Duplicated holiday events when syncing to Google Calendar
Hello, we use a shared Google Calendar to share the leaves of each employee. This way the holidays of each employee are synced to Google Calendar, resulting in duplicate events in the Calendar. I.e.: for Christmas: Is there a way to exclude holidays sync
Chatbots vs. Assistants virtuels : une vue d'ensemble
Chatbots et assistants virtuels - ces deux formes d'IA transforment la façon dont nous interagissons avec la technologie. Mais il est facile de s'y perdre, car ces deux formes d'IA sont en plein essor. Comment se différencie un chatbot d'un assistant
reset administrator password
have forgotten my administrator password How do i reset it? urgent create a cname on the server to prove that I am the owner
Mass Status Change for Candidates
I asked this a few years ago - It is quite annoying only being able to mass change candidate statuses in the job openings section. Why is it not on the Candidates side?!?! i.e. I import 10+ applications for the same job, already knowing they are unqualified.
Trying to calculate days since Stage changed
Hello, trying to calculate days since stage changed so we can display on Listview and Kanban. This is for the Deals module, which we renamed to Jobs. I first made an automation rule that edited a "Current Stage Date" field anytime we changed stage. That
Round Robin Load Based Order
HI, when I set up a load based order assignment rule is a way to set what agents in a team receive the tickets first, thanks.
How to find time difference between Date-Times and set to Time field of Creator
STEP 1. FIND TIME GAP using `timeBetween` startTime = zoho.currenttime.subHour(2).subMinutes(24).subSeconds(4); endTime = zoho.currenttime; timeGap = startTime.timeBetween(endTime); STEP 2: Structure Time String for Time Field There's an issue with the
can't get predictive text and auto caps to work in app
Even after turning on functions in phone settings, can't get either to work in this app on Samsung Galaxy A14 phone. Help!
Zoho People 5.0 where is the client screen?
How do I get to the client screen in Zoho People 5.0? It used to be in time entry but I don't see it any mroe.
Marketing Automation Journey Can't find my Zoho Form
Hello, I'm creating a welcome journey - lead source being a zoho form, and the trigger of the journey is that form submission. Integration is set up as I've connected the form, but journey doesn't recognise the form. What is the best thing to do!?
How to Change the Layout of an existing Contact?
After creating a contact in Desk, you need to change the layout because the incorrect layout was selected during creation. Even though the field is Read/Write by an appropriate profile, the layout field is not able to be changed. Is this not possible?
How to add tag on zoho Notes
How to add tag on zoho Notes?
Zoho Landingpage
Hi, I had posted a question about Leadpages (#83838784) Someone named Gokul asked a followup question and closed the ticket. How is that logical? How can you close a ticket when you want more info from me (inspite of question being very simple)? I am
M365 Blocking emails from Zohodesk as Phishing
Introducing Canvas Record Form in CRM
Hello Enterprise Community, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data.
Custom Logo in ZMail is Pointless!
Dear Zoho, Having a custom logo option is completely pointless at the recommended size. In order to maintain visual quality of the logo most users will maintain there aspect ratio and keep it within the maximum height recommendation, this will often result in the logo being unrecognisably small. Is there any way you can offer more space in your layout to the logo as you do with Zoho CRM? This will give Zoho Mail a more corporate feel. Many thanks, James
Automated import for Zoho CRM?
Is there a way to automate the import of contacts in Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. Zoho Analytics can pull csv files from a FTP source and import into a table. Is there a
Importing Text with Line Breaks into Multi-Line Text Field
I'm importing into a module that has a multi-line text field. Using a CSV file, do I need to remove the line breaks within my text before importing? If so, is there some special code or character sequence I can use in the text so that I can preserve the
Auto-charge is not available
Hi, In zoho billing, i am using paypal as payment gateway. I am getting this notice in red "Auto-charge is not available". My business is aiming to get subscription with auto recurring payments, is this a problem i should fix? If so - please explain how
Possible to create a "Meeting Note" record from a "Meeting" record?
I would like to create a record to hold meeting notes from every scheduled meeting. I would like this record to import the details of the meeting, e.g. date, time, participants etc., that exist in the Meeting module, in addition to providing other fields
Subscription pro-ration when self cancelling
When we cancel a subscription for a customer in zoho subs, it gives us the option to cancel immediately or cancel at the end of the subscription term. If cancelling immediately, I believe that a refund pro-rated for the unused amount is created for the
Single Sign on for Customer Portal
I'm building an application and would like to use Zoho Subscriptions but digging through the docs have not yet seen a way to accomplish single sign on between the user accounts in my application and the Zoho Subscriptions Customer Portal for Customer Contact Persons. Is there any way to do one of the following to accomplish single sign on between my application and the Customer Portal? * Send Zoho Subscriptions a JSON token from my application, like Zendesk does when a user in the app attempts to
How to attach existing invoice to a Zoho Desk ticket
I have invoices already in Zoho Books but most recently I've setup Zoho Desk and imported all the previous tickets. How can I attach an existing invoice to it?
Sharing files
Hi, I need help understanding how to share files from WorkDrive. I work within a team (Zoho User ID: 20094101897) but can't find the share button or the different sharing options (public link, restricted link, etc.). Is this maybe a matter of admin privileges?
Add an "Issued" option/stage to Assembly Orders so that Assembly Orders can be sent to production, and once assembled, the AO can be completed.
Currently, an assembly order (AO) in Zoho Books is a single stage process (Create AO, Save, done). This does't always reflect how businesses operate in manufacturing/assembling. It would be good if we could 1. Create and assembly order (as a draft), 2.
Related List on Member Accounts Roll Up to the Parent Account
I have a related list that shows on the account (Machines Installed at Location, for Example "Zoho - Austin, TX" and "Zoho - Plesanton, CA") ... but I would also like the related list to roll up to the parent account as well (for example, "Zoho - Parent")
Como configurar um plug-in no Zoho SalesIQ para transferir automaticamente um chat ao detectar uma mensagem específica?
Estou tentando criar um plug-in no Zoho SalesIQ que transfira automaticamente um chat para um departamento específico ao detectar uma mensagem com o texto "Um vendedor da Macal Madeiras entrará em contato". Configurei um parâmetro de entrada chatid, mas
How to configure a Zoho SalesIQ plug-in to automatically transfer a chat when a specific message is detected?
I'm trying to create a plug-in in Zoho SalesIQ that automatically transfers a chat to a specific department when it detects a message with the text "A Macal Madeiras salesperson will contact you." I've set up an input parameter chatid, but I keep getting
PDF.co API for Word to PDF Conversion and Parsing
Hello, I am posting this topic here because the developer community has been so helpful in the past. We have been attempting to work with PDF.co to get an answer on some issues we're having, but there must be a time zone delay, and there's just been a
Missing Data
I imported my notes from Evernote a few months ago with no problems. Everything was fine until about 2 hours ago. I created a new note in one of the notbooks that was imported from Evernote & discovered that the notes disappeared. The only note to survive
Kaizen #143 - Assigning values to different field types using Zoho CRM SDKs - Part I
Welcome to another week of our Kaizen series! Today, we will discuss a critical aspect of working with Zoho CRM SDKs across various programming languages: assigning values to fields of different data types. Zoho CRM offers a comprehensive suite of SDKs
WordPress.org says "null" - Zoho flow connection failure
Hi during setup of my Wordpress site to Zoho flow at the "configure" stage - I get "WordPress.org says "null" ?
Problems receiving emails from Wordpress
I have 2 domains and I run a Woocommerce site on Wordpress, with emails hosted on Zoho. Everything was working well until a month ago when I no longer receive new orders/notifications from woocommerce. My emails hosted on Zoho also cannot access using
Trying to modify the Experience_Details" list via API
Hey there, I've built a candidate portal for my candidates to be able to update their experience themselves on this portal app, and I've connected it to my zoho recruit, via API. What I'm struggling to do is to remove an experience (called "Experience_Details"
Pdf saves with 2 pages and one is blank
When i save my sales receipt in pdf it saves 2 pages. One with content and page number 2 is blank. how can i remove this page number 2
Update status of Sales order created with ignore_auto_number_generation=true via API not working
Hi, when I try update status of sales order which was created with ignore_auto_number_generation=true https://www.zohoapis.com/books/v3/salesorders/{custom_order_id}/status/confirmed?organization_id=xxxxxx I always get "code":1002,"message":"Sales Order
Does anyone use Zoho Books in a situation where they have to claim gift aid from HMRC?
We are a Scout Group who have started using Zoho books. We can run our subs through Gift Aid. At the moment, we use OSM for our payments which prepares a Gift Aid report for us at the end of the year. We were hoping to move to Zoho to raise subs payment
File upload and send email
Hi I created a form on Zoho Creator and some fields are file uploads. I would like an email to be sent to me when the form is sent, with the form information and the file uploaded in the form attached. In Zoho Form, I've managed to do this, but I can't
Next Page