Viewing tickets by incoming support email address
OK so I'd like to view tickets by the incoming support email address so that I can decipher between company has emailed me. I have a set of 3 different support emails so company1 company2 etc etc. I'd like to create a view so that all the ones which have
Secure hidden fields and automatic emailing based to different departments based of info selected- layouts
Good morning, everyone I have a silly question I'm trying to find a answer for and not sure how to word it in Zoho speak. i have created a few layouts for making tickets within the Customer facing portal and it's been wonderful. i am looking to create
HELP! I cant add campagn with deluge. ERROR 500
Hi, I try to add Campagn but i got error 500. My code: head = Map(); head.put("Authorization","Zoho-oauthtoken " + token); head.put("Content-Type","application"); listkey ="3zca9967dc594a810a86d3990cdefecbb2f9c3596561bef762abeb0fdecebbab89"); param =
Email pinning or sticky?
Hello, Any thoughts on allowing emails to be 'pinned' so they remain at the top? Kinda like "sticky" threads on forums? Don't recall seeing this feature anywhere (gmail, aol, etc.), so not sure if it's possible. Also not sure if those other services have
Send later, custom date and time -- not working
Hi there, When I try to schedule an email to be sent later, using the custom date and time option, it brings back an error message: "Sorry, we are unable to process your request." When I use one of the pre-set date/time options (eg. "Tomorrow morning
Code Snippets not publishing in blog posts
Code Snippets in my blog posts are not rendering. Where the Code Snippet should be I see a message that says "Snippet with be rendered in the published site." even though I'm on the published site. This happened a week ago and I found that if I went to
Spark cannot connect with Zoho email
Hello. I have made a new Zoho business email and configured it properly. I do have 2FA turned on, and have generated an app-specific password. When I enter the appropriate information into my email client (Spark, Mac, newest version of software and OS)
"For Agent-forwarded emails, use original sender as Contact" function
Hello. I wanted to use the "For Agent-forwarded emails, use original sender as Contact" function, unfortunately it does not work.Tell me, what can I do wrong? I'm attaching screenshots.
Desk REST API - tickets attachments SCOPE_MISMATCH error
Hi there, We are trying to add file attachment to Zoho Desk Tickets using /attachments REST API. We have created a token with scope Desk.tickets.ALL Was stated in your API documentation. When using this token, we are still getting { "errorCode": "SCOPE_MISMATCH",
Blocker due to connector and access token is not available in external backend service
Hi Team, We're developing an extension in the zoho desk. For authorization we're using Zoho oauth via connections. From frontend we're hitting the zoho desk rest api using request methods with connections. Docs link: https://www.zoho.com/desk/extensions/guide/request-method.html
2MFA in ZOHO Creator Portal User
How can I implement 2FA (Two-Factor Authentication) for Zoho Creator portal users?
Meetings not showing up under contact or deals or any other place besides the meetings tab
Meetings not showing up under contact or deals or any other place besides the meetings tab. I would assume it should appear under open or closed activities as that's where i can create it from. Please advise as we are trying to use this feature more.
Profit & Loss report for Projects
We want to see the Profit & Loss report for all projects at once with dynamic filters, similar to the example below: Columns or rows can be shuffled. Thanks & Regards Prashant Sharma 91-9928566566
[WEBINAR] Discover what's new in Zoho Books (Kenya) this year-end
Greetings Kenya! We are all set to help you prepare for the upcoming fiscal year. In this webinar, we will cover everything from setting up tax filing, e-invoicing, and generating VAT return reports to showcasing our latest feature updates to help you
Help me! Error {"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"}
Hi, Good mornig , I have a problem with add data to creator API and I don't understand for why. The same process be have correctly excute the last week. {"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"} I need your help. Thank You
Unused and Deleted Stages
Hello, I just started a new company and started organizing the pipeline. I have one challenge left, deleted and unused stages still appear in the All Pipeline tab, and it affects the report and charts in the dashboard. How can I delete or hide it?
How yo upload a file to workdrive
Hi, I need to upload a file from a Zoho CMR attached field to a Zoho workdrive folder. This is the function: map sube_pasaporte_WD(string xurl, string myurl, string carpetawd) { fichero = invokeurl [ url :xurl type :GET ]; info fichero; response = zoho.workdrive.uploadFile(fichero,carpetawd,myurl,true,"zoho_workdrive");
function with external api fails
Hi, I'm trying to check of an existing customer number based on the domain of an Account. But I get the following error message: No. of arguments mismatch for the built-in function 'get' Line Number: 24. I highlighted the line 24. // Parameter: account_id
Sender-based alerts
Hi, I enabled the sender-based alerts in the admin panel. The alert is showing in zoho web but not in outlook. Any idea on how to fix this? We need this to display also in the outlook. Thanks
How do I move a task to a different task list automatically by setting a rule?
I've a Task list A1 which has a set of Tasks, When i'm moving these tasks to let say the column (Dev Complete - Which is an 'open' task) i want them move automatically to Task list A2 column (Staging Open).
Creating a lead from a slack message
Hi, Is it possible to create a lead from a slack message in Slack?
Slideshow from Zoho Analytics no longer displaying on TV screens
Hello. I hope you can help. We use the Analytics module to general company dashboards that are displayed on smart Tv's throughout the company. We have found recently, that they are no longer displaying when the browser on the TV goes to the URL of the
Secondray user has no own Calendar and cannot be added to Staff in Bookings
Hi Zoho Team, I have a free mail license where both the primary email-address and the secondary email-address are hosted by my local provider, where I changed the DNS record to Zoho, so that both addresses could receive email on the Zoho- email platform.
Unable to switch the contact layout based on a flag in the leads module during lead conversion to contact.
We have a "Lead Type" flag with values X or Y. When X is selected, the contact should be assigned to the X layout, and when Y is selected, it should be assigned to the Y layout. Is there a way to achieve this without using Deluge?
How to set related lookup field from Deluge function when creating a task
Hi, I've checked numerous posts on this topic but it seems I am missing something here. I'm trying to create a Zoho CRM task from within a function. Here's the relevant code: // // Get Departure and related Participant records // relParticipants = zoho.crm.getRelatedRecords("Passengers","Departures",DepartureID);
SEO meta tags - where to access??
I can't find where to enter in meta data (title, keywords, etc.) in Zoho sites. I see instructions everywhere to go to "Manage >> Settings >> SEO"... but there is nothing there for me to access in my control panel. Under SEO I see "Robots Text, Goggle Tools, etc." but I don't see anywhere to enter title and keywords for each page. If I click on SEO in the list on the left of the screen it only expands the drop down menu (to access Robots Text, Google Tools, etc.)
create a unique autogenerated referral code for each Accounts in ZOHO CRM
Hi, I want to create a unique autogenerated referral code for each Accounts in ZOHO CRM. And when a new customer come to use the referral code they get, they will get specific rewards and benefits that we defined. I also need to create a referral program
Multiple Purchase Receives with one Bill ?
Hello, On many occasions, our supplier may only deliver part of the PO and bill us for the whole order. How do we manage the PO with multiple purchase receives and only one bill? Currently, im unable to merge 2 purchase receives into one bill? Any
How to edit site in mobile view in zoho commerce
How to edit site in mobile view in zoho commerce
Inventory allows "document attachment" as a custom field type. Can Commerce do the same?
Being that Inventory allows attachments as a custom field (I think it allows up to two), can this same functionality be supported in Commerce... both to enable a customer to upload documents and pics (e.g. a contract or photos for a custom request) that
Question: Mail sending delays
We are experiencing mail sending delays for more than 15 minutes or more. Are more experiencing this issue? [at] Zoho Is there anything known which causes this issue?
Copy value from one field to another
This must be the single most simple task for a Custom Function, yet it is neither explained in the CRM documentation (help), these forums or any YouTube tutorial videos. I have spent about half a day searching for it. I'd also like to point out that users have been asking for this to be implemented as a more simple workflow automation for years ( https://help.zoho.com/portal/en/community/topic/can-i-use-a-workflow-to-update-a-field-with-the-value-of-another-field-or-of-the-current-date ). So in order
Filtering option by subform fields?
I have created a custom module where I have done two test implementations in the layout to experiment with input values. See the attached screenshots. Method 1 was creating a few pick lists (in the section called "IRL values"), and method 2 was using
Issues with the Zoho CRM Mobile App | Manav Gangwani New on Zoho
Hello people, Can anyone explain how can I resolve syncing issues with the Zoho CRM mobile app? Thanks & Regards, Manav Gangwani
Sending encrypted/password protected attachments via ZeptoMail?
Hi, I'm trying to send password protected PDF files via ZeptoMail but I'm getting the following error: 552 5.7.1 virus Heuristics.Encrypted.PDF detected by Zoho Mail. Is there a way to bypass that error? Or, are there specific types of encryption allowed/disallowed
Extract clauses from Zoho Contracts and display them in an HTML via API
Hi, how are you? I have been reviewing the Zoho Contracts API documentation and I have the following query: I would like to extract clauses from a contract using this API and display them in an HTML form in order to create a contract from that form. I
Manage Topics missing from Actions drop down menu
Would appreciate anyone's help. Been trying to set up tags and every guide says to access tags through the "manage tags" button in the Actions drop-down - here it is in the Leads module. As you can see on the screenshot, that button is missing. I am the
Formsのルールについて
Formsのルールで、以下を設定したいのですが、できないので、やり方を教えてくれないでしょうか。 ・ラジオボタンの１つを選択すると、表示のルールで、別のラジオボタンの質問と、複数選択の質問を表示させたいが、表示候補に、複数選択の質問が出てこない。 どこから選ぶのでしょうか？
ZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the
How can I not overwrite data during a mass import
Hi have some new contact data I will be importing as part of a campaign. Some of the names in this data already exist as contacts within Zoho, and many don't. In the data, I have a column/field for 'source' which I will give a value denoting this campaign
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