zFlow Concern Adding zDesk Ticket Comment
Hi Zoho Team, I would like to ask how can I properly call this ticket comment based on certain condition. As what you can see below, zDesk ticket comments was being reiterated. Or Am I missing something? zFlow: [Trigger] zDesk Ticket Status Change to
Zoho Desk - Search Account
Good morning, in Zoho Desk is possibile to show account address instead of phone number (img 2)? We have multiple account with same name and phone number is an useless information for identify right account, address is more usefull and a more readable
Emails not sending in Zoho Campaigns and Marketing Automation
I was setting up a new email to send to our clients in Zoho Campaigns, and I sent a test message to check the formatting, but I never received the test email. I tried several emails in our account but none of them came into my inbox. I created and sent
Mail not being received from Zoho Campaign
Hi I sent a campaign out yesterday to our club membership, of which only 50% have been opened. Previously I felt this could be an issue of engagement, however it turns out many people are not receiving the emails. I can attest to it, as even I didn't receive the email from my own campaign (my personal address being a Yahoo account which never previously had issues receiving campaigns). We have asked people to check their spam etc, but it seems it cannot be explained this way. The campaign indicates
How to change sheet alphabet color ?
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CRM/Reports Multi-select Lookup Fields
Hello, Is it possible that multi-select lookup fields (recently added to Zoho CRM) will become available within Zoho Reports? I have looked at adding them through Data Sources - Zoho CRM, but they do not show up under the modules in setup. This feature would be highly beneficial, as I need to create reports based on these fields and must currently export to a third service rather than doing all reporting within Zoho. Thanks! Kayla
Contact Roles: Option to customise columns
When converting a Lead one of the pick lists is to select a Contact Role. I can not find where the values for the pick list for the Contact Lead are maintained. Answers in older posts don't match current screens. Once a Contact Role is selected, how is
Site without www
Hello, pls help me, to make the website recordedia.ro work without www. tks
Fetch Jobs from ServiceM8 and Create Leads in ZOHO CRM
Hi, I am trying to get all the jobs from ServiceM8 to create them in my ZOHO CRM Leads module through deluge using API. when I use the API like this response = invokeurl [ url : "https://api.servicem8.com/api_1.0/jobcontact.json" type : GET headers: header_map
Edit Department notification "To" properties
I'm looking to edit the Department notification that alerts all agents of a given department when a ticket is moved to their department. Rather than notify all agents, I'd like to only alert the Support Administrator(s) of the receiving department. Is
Responsive Problem
Hello I'm having a problem with the responsiveness of my campaign. I created my HTML file on my side. With a mobile version and a desktop version. The responsive is done via tags in the head. By importing my campaign in Zoho, the responsive doesn't
Tip of the week 04 - Know about your recipients' 'prime open time.'
In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's
Converting an Account to a Vendor
If I have accounts that really are not accounts but vendors how do I get them from my accounts to a vendor?
Zoho Campaign Test Email Looks distorted
Hoping someone can help. I have created an email from a template in campaigns with images and text. It looks just the way i want it to in the campaign creator. So far so good. The issue arises when i send out a test email. The formatting is distorted. Text which was in a column below an image is now next to the image, and the 2 columns of images now appear as one long column. Can anyone advise on whats happening and how i can resolve this? Interestingly this happens when the test email is sent
Any good resources for scripting custom functions with deluge
Hello, are there any good resources for someone to start diving into scripting custom functions for automations with Deluge in Zoho Desk. I've read the articles in the KB, but when I want to write on my own I struggle. Basically I'm looking to automate
No keyboard shortcut for mute or unmute?
I would not use Zoho Meeting until there is a way of muting from the keyboard, which I do dozens of times per hour of meeting. Also, the voice confirmation for mute and unmute sounds awful and would be very annoying if frequently muting/unmuting.
How can I add Contact "Title" to the "Contact Roles" list inside the "Deals" page?
When I am looking at deals I'd like to see the Contact's title. How can I add the Contact's "Title" to the "Contact Roles" list inside the "Deals" page? Thanks Ted
Accounting on the Go Series-35: Leveraging CallerID to Display Customer and Vendor Names in Zoho Books mobile app
Hello users, Welcome back to our "Accounting On-the-Go" series. Today, we'll see how Zoho Books makes managing calls a breeze. We all appreciate a bit of peace and quiet, right? Yet, a barrage of incoming calls can disrupt that peace. It's easy to miss
Generate a payment link to post on my website
Does anyone know how to generate a payment link that I can add to a registration form on my website so that customers can click and pay a deposit before they are added as a customer in Zoho? or must I first add them and then invoice them? Thanks for any
Autofill Date & Time of Response not working in Offline Kiosk Mode
I created a hidden Date & Time field on my form and selected the option to Autofill Date & Time of Response so that I could automatically capture the date and time someone completed the form but this does NOT work correctly when using the form in offline
Downgrading within a yearly subscription
How do you treat billing if someone downgrades from a paid plan to a free plan before the annual time has elapsed? Thank you.
Form merges to Writer but there is no way to use the File Upload field in Writer?
Everthing in the Form gets captured in Writer but there is a FILE UPLOAD FIELD in Writer but I dont see a means to actually use it. I want to add a second pdf to append to the completed merged document
Item Dependencies: How can I structure the team work?
We have sprints with a lot of items, several people are working on. Sometimes, dev1 has to wait for dev2's finished item before he can finish and test his own work. Certainly, dev1 could work on other stuff in the waiting time, but here, Zoho Sprints
Sharing data with SQL Server
A client I am working for has a microsoft access 2010 database that is used for daily reporting and other project monitoring purposes. Currently it is single user. It has standing data but on a daily basis data is downloaded from Zoho creator and uploaded into this access database. The task I am charged with is to move the data from the MS Access database into a cloud based SQL Server database on Azure and allow the users to continue to use their MS access front end connected to the SQL Server database
Zoho Deluge Help - Search Records on custom field value
I have created a function that searches for tasks on Zoho Desk based on a custom field. When executing the code, it fails with the following: {"errorCode":"UNPROCESSABLE_ENTITY","message":"Extra query parameter 'cf_ticket_scheduled_date' is present in
Default task list | external vs. internal
From reading through the discussions here, it's my understanding that a default "external" flag cannot be set on a project level. That being said, is it possible to change the default dropdown selection to "external" whenever someone is creating a new
How do I schedule time for an issue?
When an Issue is raised in Zoho Projects, I want to schedule time for a Developer to work on the issue. That usually involves an initial meeting with the requestor. Then, after the developer understands the number of hours involved, the developer needs
Zoho Sign API - How do I get action ID for actions?
I have a template document. I need to create a document from the template and send it to the customer. The api requires an action section for each recipient with action_id. How do I get this action_id? I need to add the recipients dynamically since
Pdf Gantt Chart
i cant get the Gantt chart in full view "task list and bar chart" for all tasks list when i export it to PDF And i am asking about how to hide the unscheduled task column from the Gantt chart view and how to set start the Gantt chart view with the project
ZOHO DESK guided conversation responses
Hi I have been using a block with customer rating for our whatsapp integration. It works, customers can rate us... But what can I do with those ratings? Is there any way to link it to the actual customer satisfaction module? Or is there any way to have
Getting a notification when a new article is being posted on KB (Knowledge base)
Hello Community. I've been using Desk for some weeks now (with great pleasure ;-) ). I've been asked by my people if it was possible to get an email notification when a new article is being posted in the KB. Is that possible ? I don't see an option. Thanks
Building Extensions #5: Configuration setup while building extensions - Part 1
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. With our series of posts so far, we have introduced you to our development environment setup (Sigma) to build
Zoho Contract, Contract Letters language
Hey everyone, We started playing with Zoho Contract and we are having an issue with the Contract Letters. The first issue/question is that for the life of me can’t find how to add/create new contact letters template. This is the 4 that came with the install
Guided Conversations: A catch up on self-service
From ordering food by scanning a QR code to booking an appointment at the doctor's office without having to talk to anyone, we all appreciate being able to get things done independently. This is why it's an unspoken requirement to make customer service
Retrieve comments on customer happiness in Zoho Analytics
Hello there, I would like to receive the customer satisfaction rating comment from the customer in the Zoho Analytics standalone app. How do I do this? Best regards, Sven
Parsing nested array into a Json
Hello, I have some inquires I would like to make in reference to the code below, We are using Blancco API, to populate reports from Blancco into our form, after mapping out the key values, we are using the get() function to populate the data; Example1:
Ship labels are incorrect
Please please help our shipping labels are not formatting properly. It is pulling the sold to company name and it flips the address 1 / address 2 lines each shipment - so all our labels ar looking backwards and we have to sharper black out the company
Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,
Billing for Fixed Fee Projects
Hello Zoho Community! Hoping someone could shed some light on the best way to bill clients (in multiple installments) for a fixed fee project. We are a professional services firm and many of our projects are billed on a fixed fee basis vs billing for staff time (i.e. time and materials, or T&M). It seems very straight forward in Zoho Projects to set the billing method as either bill based on "staff hours" or "project hours," but how do you bill for a fixed fee? I also need to make sure that the invoices
Multiple Target Meter - Zoho Analytics
Hi Team, In Zoho Analytics, I require a Target Meter similar to the one available in Zoho CRM to enhance the efficiency of my work.
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