Workflow /Assignment Rules for Instant Messaging
Hi, is there a way to configure Workflows /Assignment Rules for Instant Messaging? For example when click on "End Chat" botton in IM then mark asignee as unassigned? Or when click on "End Chat" it will close the related ticket? Thanks
Recalling sent Unread Mail
Hi Zoho team, Have you added the unread email recall option yet? I have sent an email that has a wrong attachment that Inned to recall straight away. I have used this option on MS Outlook many times. regards, Frank
Is there any way to delete multiple clauses at once?
Am I correct that there is no way to delete multiple clauses at once? Zoho Contracts comes with over 170 clauses, all of which don't pertain to my practice, however, I see no way to select multiple clauses and delete them. Surely Zoho doesn't expect users
Lite Agent to account
Is there a way to assign a lite agent to an account? I needed to give view-only access to lite agents for specific accounts, in other words, the locations manager to view the tickets for the location. Thanks Rudy
Can't Use Templates - Zoho Email
Hi, I cannot set up templates in my IMAP account for an external email address. When I go to save an email as a template it says there is an error - Oops something went wrong - try again later ! If I try to reply and then add in "template" the template
Sticky note can't be moved -- sticks in the middle of the page
On both Chromium and Firefox in Linux, the sticky note is positioned right in the middle of the screen and can not be dragged away. That is, if you click and hold on the little handle at the top of the sticky note, it will not let you drag it to the side.
Switch from iphone to android
All of my notes did not sync over to my android any idea how I can fix this?
Where do I find the Whiteboard feature?
It's listed as an available feature on the upgrade page, which also implies that it can be used without the subscription as well, but I can't seem to find an option to use that feature anywhere on the mobile, desktop, or website versions.
Report on Candidate record's School
We are running a Campus Recruitment drive and one of our main requirements is to filter candidates by Educational Details : Institute/School field. I cant seem to be able to add this field into a filter. Neither do I find a report to filter candidate records by the Institute/School they belong to, how do I do this. Anyone help please?
Folders for Notebooks
I have only just converted to Notebooks and am delighted by what I find. It is professional yet fun, efficient but not complicated. There's just one thing I would like to see added to the software, and that is an ability to assign notebooks to folders,
Zoho web mail horizontal preview not scrolling
Today when I opened Zoho web mail, I found that I can no longer scroll the email when using the horizontal preview mode; I can only see the first few lines of the email and can't scroll to see the rest. This is happening on Chrome, Edge, and Brave browsers,
Ayuda zoho people
Buenos días amigos de zoho, Estamos configurando projects con people y lo más pronto que se sincronizan estas app es cada 3 horas, pero existe la posibilidad de darle al botón de importar desde zoho projects para que se creen los projectos seleccionados:
Polish language
Hi, I'm considering Zoho Desk as a helpdesk system for my company but the problem is that it has no polish translation. Do you have any plans to support it in the near feature? Best regards, Jacek
Setup an automation for Membership start date and end date
I am looking to create an automation or work flow that if a membership start date exists , it should automatically set an end date for after 16 weeks ,but send a reminder to me on Slack at week 14 , to talk to a client. It would be great if someone can
Emails Settings Under Company
I would like the emails to and from the contacts associated with this company. However under Modules there is a default emails module that auto populates with settings that do not allow us to view all. The settings are defaulted and uneditable. The first
How to divide values from two different tables to create a ratio in a dashboard
Hi there, My name is Carolina and I tried to search on the community and online how to do a simple division in a dashboard, but I couldn't find an answer for that. For example: What I need to do is divide the Total Installations (134) by Total Appointments
Deluge function failing field update using Deal ID
I'm receiving this error with my function and cannot understand why. Value given for the variable 'id' does not match its type at Line Number: 1 This is my function. Essentially I want to get 2 date fields from a Deal record and populate a third field
Merging Cells
I wonder if someone could help me with this problem? I have looked through the forums and noticed that someone posted the same question as I'm about to last year, but it was not answered. OK....I have created a table with three columns and a number of rows. I would like to merge cells but can't seem to find a way to do it. Can anyone help with this?
Zoho Invoice 2.0 - Automated Reminders - X day(s) before due date and at least Y day(s) after invoice date
Greetings ZOHO Developers, I must say I was very excited to hear about the release of ZOHO Invoice 2.0. It includes some feature requests that I submitted myself. One of them being the ability to set automated reminders to send X days BEFORE the due date instead of AFTER. However, I see that when I set an automated reminder to send "Before due date" I am presented with the option of setting it to send "X day(s) before due date and at least Y day(s) after invoice date." What exactly does this mean?
How do I entry Unpaid Expenses in Zoho Books
Hi, I am Anil Kumar I have trouble regarding how to enter unpaid expenses in Zoho books, for example: I purchase machinery which will cost me 10,000. I paid an advance of 5,000 on 01/07/2023 and after I received the machinery on 20/07/2023 and after checking
Allow non-admin role to modify all employee's leave balance
Is there a way to a allow a non-admin role to modify the leave balance for all the employees from Leave Tracker > Settings > Customize Balance. Seems like only Admin can access and modify the settings of each module. Thank you Antonio
Image Crop option in Zoho CRM Mobile app
Hi Team, Using Zoho CRM mobile app we can add images directly from our camera or phone gallery. It would be great if you could add little more options like Image crop, Annotate etc., will there any updates on this?
Which plan has the multi currency deposit function
I am using free zoho plan, I have multi currency bank account, there is multi currency transactions in the bank account, but my current free zoho plan do not have the function, May I know which plan have this function
Reporting Abuse on Zoho
I've received a potentially unsolicited email but replied as there was some genuine information in the email but only really replied with a follow up questions regarding the nature of the email. I've since received another email about filing in forms
Workdrive Genie - Default App is not the one set in Windows Settings
Hello, I have just installed WorkDrive Genie so that we can open/edit our Office documents as we normally would rather than using Writer. That's all working fine for Word documents but when I want to open a jpg file it offers me MS Paint as the default
If you need help!!!
Hello I am here to help anyone that needs it.
Deluge script to set project start date to blank and/or a specific date
I want to be able to set the project start date to blank under certain conditions, or to the current date under other conditions. I have a map named "createproject" and I try things like this" createproject.put("start_date",""); or this createproject.put("start_date",null);
Issue with developing CRM widget
Hi all, I'm experiencing an issue with Zoho CRM widget development for our customer. The following occuers: Every account in CRM has multiple underlying modules with data. For a dashboard I want to load this data with a search query on de JS SDK. Example
サブフォームを他のタブで参照できないのをなんとかできますか？
私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。 質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。 朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、 顧客は「夜と土日祝」など、複数のプランを選択されます。 いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、 ①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）
use a prefilled zoho form to update zoho books customer
use a prefilled zoho form to update zoho books customer
Suggestion for Attachment Feature in Zoho Creator Report Comments
Hi Team, I hope you are doing well. I have a suggestion in the Zoho Creator : adding an attachment option to report comments. If this feature is available, it would be helpful for us. I have attached image for your reference. Best regards, Dhanasekar
Self-Client oAuth invalid_client
Hi, I'm developing a client that works with Symfony Console (PHP + cURL) for my employer. I've 2 accounts, a real one from the company and a personal (empty) one for testing purposes. I set a Self-Client ID/Secret on both accounts. I've been retrieving
Yahoo email delivery from Zoho intoleraby delayed
I send many emails daily with success except when I send to friends on Yahoo. I have two that were recently moved from cox.net to yahoo email. The emails I send them are delayed anywhere from 6 hours to 2-3 days. THIS IS UNACCEPTABLE! From other posts
Paramétrer TVA dans les factures automatique
Bonjour, Je suis nouvelle sur Zoho Books et inventory. Auparavant j'étais chez quickbooks, mais le logiciel a fermé en France. Je me suis tournée vers Zoho Books car je cherche un moyen d'automatiser ma création de facture via ma plateforme de vente Etsy.
I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and me
Zoho Mail - replaceAll() Regex Script
Hello! I am trying to apply the regular expression /<.*?\>/ in a Zoho Mail script with the replaceAll() function. It never seems to work even though I can do it just fine on for example JSFiddle. See sample here. My goal is to replace all occurrences
MOQ : Suggestion for Enhancing Reorder Level Functionality with Minimum Reorder Quantity
I am writing to propose an enhancement to our current reorder level functionality within the purchase module. Currently, when we navigate to Purchase > Vendor > Vendor Reorder Items, all vendors are displayed based on the reorder level. For instance,
Error from JustCall API
Hi Everyone I am attempting to use the JustCall API to send messages. I have the following that I am sending to the API: message_Map = Map(); message_Map.put("body","testing message"); message_Map.put("justcall_number","+61483942873"); message_Map.put("contact_number","+61413152929");
¡Aprendiendo juntos! Gracias por asistir al Workshop Zoho CRM Plus en Madrid
Agradecemos a todos los asistentes que participaron en nuestro Workshop CX (¡también a los que no pudieron unirse en el momento de la foto!) de formación de Zoho CRM Plus en Madrid, los días 20 y 21 de mayo. Fue un verdadero placer contar con vosotros,
Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?
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