Unable to create new Zoho Connections in Power BI
I am no longer able to add new connections into Power BI for automated refreshes. Existing connections appear unaffected as they are still functioning.
Prefix per pipeline
Please look at a ticket number prefix option per pipeline - why does the prefix have to be same in all pipelines eg - sales pipeline could be S 12345 - job pipeline could start with J 45678 etc etc
Snippet - Ticket Field Variable
Does anyone know if Snippet supports ticket field variables or not? Example: Order # {{ticket.replacement_order}}. Tracking Number: {{ticket.replacement_tracking}}
Hello i need To Extract Only ticket Body text. how can i acheive this
Hello Guyz! i am facing a issue on Zoho Desk in Ticket i want to integrate Zoho Task and Want the Ticket as Zoho Task Description. Any Guidence Please!
Email option for blog subscribers to get posts
I would like to see Zoho Sites add the ability to allow blog followers to subscribe by email as well as by RSS. I presently host a blog at Wordpress.com. It has over 1,300 subscribers. Most of my subscribers use email, and don't have RSS accounts. I would like to move my blog to my site on Zoho, but I fear I will lose most of my subscribers.
Does Zoho have a feature to create virtual membership cards for clients? Or any ideas on how to achieve this?
We are establishing agreements with companies to obtain discounts for our clients. We want the clients who wish to participate in these agreements to have a type of membership or affiliation card that they can present at these companies to receive the
No option to set up Zoho OAuth Connection like in Zoho CRM and Creator
In Zoho CRM we use the Zoho OAuth connection to build connections for actions that require scopes from multiple Zoho products (ex: Mail Merge in Zoho CRM V5 require scopes from both Zoho CRM and Zoho Writer). These scopes do not exist in one product alone
Modules not loading Zoho One
Nearly all modules in Zoho One are not loading. Anyone else having issues across the platform?
Wrong website configuration | x-frame options or a content security policy
Sometimes there is an error that is visible in the screenshot. I have translated the content of this error. The problem has been persisting in the Firefox browser for a while and is due to a misconfiguration in Zoho Desk. This error is also occurring
Finding and cleaning contacts that never open a ticket
I was automatically adding the records in CC to the contact list in my tickets. However, when I wanted to find the relevant contacts and send them an e-mail, I saw that there were many unnecessary records in my contact list. For this, I want to list the
Custom field formating
When I create a custom field, whether I select Currency or decimal as a field type I have two issues; 1- the system will place the entered value to the left of the field 2- if the entered value is "2.00" it will change it to "2" not "2.00", also if the
Issue Fetching Data Zoho API
I am trying to fetch these records using zoho api but it returns only first 10 records, but there are 24 of them that can be accessed by pagination This is the url https://www.zohoapis.eu/crm/v3/Matter_Categories/547619000000662695?fields=Solicitors and
Add contact to Help Center
Good day, Can the contacts be added to the Help Center so users can search for a contact when they log in? Thanks Rudy
Integrate Timesheets from Projects and Support into People
Are there any plans to pull timesheet info from Projects and Support into People for consolidated time reports per staff person? That would be very handy for preparing payroll. Bruce Letterle Creative Web Technologies
Zobot - schedule a meeting in Google Calendar
Hi, I'm trying to configure zobot to setup a meeting feature for salesIQ. So far, I manage to setup the flow and now wanted to build a plug with script to collect Name, email ID, phone no., and date and time for scheduling an event in Google Calendar.
Regularization request for leaves
Hello, is there something similar to Attendance > Regularization request but for leaves? Let's say an employee requests 2 hours of leaves but in fact he/her only usa 1,5 hours. I'd like to give user the ability to request for this kind of regularization
Tip #30 - Cloning a project
Sometimes, you'll want to use the same data from an existing project to create a new one. This is usually done by cloning an existing project. We have a simple work around wherein you can create a project template in Zoho Projects and save time recreating the wheel. Using this, it is possible to duplicate the data from an existing project into a new project. When creating a project template select the option "Choose from Projects" and select the project which you want to clone or duplicate to reuse
US Home-Rule State Tax Compliance (again)
Ow... I think my eyes just rolled into the back of my head. If we were to read the above text word-for-word when the above text states, "Zoho Commerce is compliant with all state taxes in the USA.", and ran it through the truth-o-meter... well... then
Zoho Sites Builder not saving changes - I LOST SAVED CHANGES
Hi I am building a new site and I made a bunch of changes in text and paragraph in a table etc. I used one of the basic standard templates. No code or advanced stuff or out of the normal stuff. Everything just vanilla. AND I SAVED IT and it said saved. Then I published it and it kept going with the little bar for ever. So I am thinking it could not publish but surely I must have all the changes and will just need to try publish again. Then I hit the back button to go back to the site builder. And
How to set Validation Rules on Lookup Fields???
I cannot find the option to setup a Validation Rule on a Lookup Field. Here's my use case: We're in Real Estate so we sell Homes/Units We have a custom module called "Units" On the Deals/Potentials, I have Lookup Field called "Unit Selected" that looks
General Notes Report
We're trying to create a report that gives notes from any module (Accounts, Deals, Contacts). I was able to create one before the report editor changed to the current version. But now I don't see how I can do this. I can run a report on with the primary
Need help regarding the token refresh time
Hello! I have a website where a costumer can book himself a meeting via Calendly. Once the meeting is booked the costumer information is sent to the Zoho CRM and a lead is created. My website is hosted on Heroku and the Zoho CRM token which i need in
Dashboard shared to everyone with all data
Hi everyone! We made a dashboard that shows the deals statistics, divided by territory. This works nicely for the administrators, but since other users are only allowed to see THEIR own deals, for them the dashboard comes up with limited data. How can
Updates to Accessibility Controls in Our Help Desk!
Hello everyone! Accessibility controls in Zoho Desk are essential tools designed to ensure that agents of all abilities can effectively engage with our platform. These controls play a crucial role in removing barriers and providing a seamless experience
Unique tags per project
Currently an organisation shares the same set of tags across all projects, which becomes unmangable when you're working with a lot of different projects and management types. It would be great if Zoho Sprints (and Zoho projects) supported the option to
formulas don't work
Good afternoon, the formulas in the table do not work, I can provide access and screenshots if necessary
if a payment is recorded on 6th April but is showing as processed on 1st May what could be the reason ??
I recorded a payment on April 6th, 2024. However, during reconciliation, it appears as processed on May 1st. I've verified the date accuracy, and everything seems correct, yet it's not reflecting in the month of April
Is it possible to export all stories and their respective info into a csv or excel sheet?
I want to export all stories past and present along with epic and release information into a csv or excel sheet. I have read that you can export the Project Backlog and active Epics but I would like to be able to export everything that been created all
Move items between projects
Hi, Is it possible to move epics / stories / tasks to another project? I'm just starting to set up our Sprints, and am wondering how other people handle it if they split or combine projects down the road? Regards, Marius
Set a default email template for quotes
How can I set an email template as default, so I don't have to select the email template manually everytime I email a quote?
Report criteria pattern out of order?
Can someone explain why Zoho CRM doesn't like this criteria pattern? ( ( ( ( 1 or 2 ) or 5 ) and 4 ) and 3) The error message is "Please check the pattern at 5" which isn't very helpful.
Predictive Lead Scoring
What is the best practice to implement Predictive Lead Scoring in Zoho CRM? Thanks & Regards Prashant Sharma
No Zoho Commerce Updates since August 2021? / No Big Customers
We use Zoho One and are very happy with it. We think Zoho Commerce could be something for our company but then we saw in relation to Zoho Commerce several issues: LACK OF CONTINUES UPDATES: 1. Even you are back behind your direct competitors which feature
Specify purchase_rate on line_items which aren't from Items
Hi, I'm creating repair invoices with API with line items which aren't in Items. They're computer parts I get from a supplier's API, and it's literally thousands of them, so I'm just adding them ad-hoc, with just SKU, name, description, tax id and rate.
i cant send email on my server
i try use swaks 2 web site all it not work send by zoho mail === Trying smtppro.zoho.com:587... === Connected to smtppro.zoho.com. <- 220 mx.zohomail.com SMTP Server ready March 27, 2024 8:52:12 PM PDT -> EHLO server-194-63-140-32.da.direct <- 250-mx.zohomail.com
How to integrate with custom ecommerce?
Hello, I'm seeing that you have added integrations with shopify and zoho commerce. However, my company has custom ecommerce site, and we would like to integrate too. Is it possible to add API to integrate custom ecommerce? Or maybe current Zoho Campaigns API has everything to integrate ecoomerce functions with custom website?
Client Script: Edit page onChange doesn't fire when selecting "-None-" value.
I have a client script using the onChange event on the standard edit page that updates another field based on value selected in a pick list. This works great except I just realized when you select the "-None-" option in the pick list if you wanted no
Zoho Recruit API Formatted Job Description and Job Requirment
Does anybody have any idea how I can access the Job Description and Job Requirment fields with html formatting. Currently I am receiving a single line of text with formating removed and both fields appened to each other eg: Venue Manager Duties and Responsibilities:
Increasing response versatility
Quality always takes center stage when it comes to Survey responses, but there are two more components that deserve to share the spotlight: quantity and versatility! The more diverse the sample is, the better data range we receive. Today, we look at a
Conversion from Zoho CRM Plus to Zoho One
Hello Team, Has anyone ever moved from crmplus to zoho one? If I paid for the crmplus for a whole year, will the amounts be applied to zoho one?
Next Page