Can't activate chat
I can't activate chat. Here is the error:
Duplicated email address found while adding your sender address.
I am trying to add michael@rmm-i.com to our sender list and I am getting that this is a duplicate email address. Please Help!
Automatically moves tickets to another department
Hi, Are we able to set an automatic workflow to move tickets to another department? I've tried workflow and the list of actions does not provide "moves ticket". The closest I get is "share ticket" but this action doesn't show/moves the ticket at the relevant
Trying to setup automation for filling up timelogs into zoho-people
Hi Team, We are licensed user of zoho desk and willing to automate timesheet filling using postman or any other client which would take input from one form or file and Add time logs and saves it for further verification and submission. I was refering
Where can i enable tracking first response time per ticket.
Hello, I've had a request come from above about some supplying reports on the performance of the Help desk, and one of the required is Mean Time To Response I can see there is a field from the data export files which is called "Time to Respond" however
Reorder Subtasks within a Task List Template
Love having Task List Templates! They are a great way for us to embed our Standard Operating Procedures within Projects. Use Case: We try to make the order of our tasks and subtasks represent the order in which tasks should be done. I have a situation where we need to add a subtask to an existing Task List. When I do, the subtask is added to the end of the list of subtasks. However, I need to reorder my subtasks so that it's higher in the list instead of at the bottom. I do not see a way of doing
Notebook list view
Colourful covers are nice, but they reduce the number of notebooks you can see at a glance, which is especially annoying on a smartphone screen. A list view option would solve the problem. Besides, the cover arts could still be visible as backgrounds
Custom chart on zoho crm homepage showing daily created deals
Hi, i want to create custom chart, that need to show on homepage of zoho crm, showing how many deals was created daily. It is bar chart, This chart also will show distribution of who (name of person) created those deals, would be something like this:
Sync multiple email accounts?
Is there any way to connect more than one email account to BigIn to sync emails in? Seems like a pretty common use case for people who run multiple businesses or have two separate email accounts used for work e.g. on different variations of the domain
About My Untouched Deals in Home
Hi Experts, I would like know how many time is required to show a value in My Untouched Deals Component located in Home , I have created deals and avoided updating its since more than two months ago and I do not see the effect in this component. Please
Cant succed to create a contract from the api !
Here is my input values { "source": 1, "inputfields": [ { "metaApiName": "contract-type", "inputs": [ { "inputApiName": "contract-type", "inputValue": "software-as-a-service-agreement" } ] }, { "metaApiName": "title", "inputs": [ { "inputApiName": "title",
ZoHo Desk - Custom Function - Retrieving Latest Comment
Hello All, I currently have a custom function that searches the most recent thread within a ZoHo ticket for specific keywords. See below excerpt where latestThread is defined latestThread = invokeurl [ url :deskURL + "/api/v1/tickets/" + ticketId + "/latestThread?include=plainText"
Does anyone else find the Zoom Phone (VOIP) integration entirely uselses?
We were told that Zoho CRM Plus had tight integration with Zoom Phone - the ability to route incoming calls from Zoom with SalesIQ to a member of either our sales or support team. We have the integration between Zoom Phone and Zoho SalesIQ working, but
Suggestion: Remove checkbox for E-sign disclosure
This single suggestion could increase how many people use Zoho Sign by a significant margin. Not changing it may be costing you a lot of business. If anyone agrees, please speak up! I highly recommend you remove the checkbox next to the "I confirm that
Trial: Project Status Overview Report Not Showing All Projects
We use Zoho Projects to track our teams IT projects. I'm currently evaluating Analytics to get better reporting capabilities of our projects. Unfortunately, when I run the "Project Status Overview" report, only 2 projects of the 8 projects currently open
Disabling automatic popup of zoho chat window
Is it possible to disable the automatic popup of Zoho chat window?
Zoho SalesIQ quick help - Getting a message "choose department" even though i never set this up
Hi there We started to use the ZOHO SalesIQ feature, and have an issue: I want that the bot will work like this: User clicks on the chat icon - he should get But instead - whenever a user sends a message to the bot he gets the "choose department" message
Access Token Expiration
I am using the Zoho Expense API and the OAuth 2 flow for authentication. I request an access and refresh token and after an hour passes, the access token expires. I make a POST request to /oauth/v2/token to refresh my access token, but it always comes
SalesIQ - how can I have Zobot jump in as soon as a chat is opened?
At the moment, we're forced to use a pre-chat form, but these feels a bit redundant now there is Zobot. There needs to be a toggle to turn this off (which there currently isn't) - to allow a bot to jump straight into a chat. Like every other live chat
Introducing Document Download APIs
Exciting news! Our Document Download APIs are available now, providing easy access to the signed contract documents and letters for seamless integration with your workflow. For example, you can now automate storing the signed documents in your cloud drives
Issue with function → no lookup
Hi there, i have an issue with a function that is renaming all entries within a module (Feedbacks) following a certain naming convention. everything runs fine except, it doesn't add the account name. i believe this is due to the fact, that account should
How would you...
I have a need where we have a custom module where we book in demo's of equipment, this works well and puts the demo on the calendar etc... However we have got to the point where we want to create demo form, that is a form our user fills out when the customer
Add a new payment gateway
Hi, Can we add our payment gateway integration in Zoho Subscriptions? If it's possible where we can found the documentation to implement and config our payment gateway? Thank you, Sandra
Bienvenue à Zoho Learn 2.0 : renouveler votre façon de former et de partager les connaissances
Nous sommes ravis de vous présenter Zoho Learn 2.0, une version enrichie de nouvelles fonctionnalités conçues pour améliorer vos expériences de formation et d'échange de connaissances. Portails personnalisés : expériences d'apprentissage personnalisées
E-mail opt-out filter
In our last e-blast sent with a synced list from our CRM, I was reviewing the opt-outs. In the lead or contact record the opt-out shows in there record under campaigns. It does not show in the filter for "e-mail Opt-out". Why?
Reply doesn't work (intermittently)
Since a while, the reply (and reply to all, edit as new) buttons don't work most of the time. The 'compose' button still works fine. The strange thing is, once in a while the buttons work perfectly well for a while. Closing and restarting the Zoho tab, the browser, or even mij computer doesn't seem to make any difference. Could you please look into this and solve it? Thank you!
Zoho One Home Dashboard
Good Day, I would like to know how one can add a dashboard they created to be viewed on the Home Dashboard? I have a dashboard I created in Analytics. How do I get that dashboard to display on the Zoho One home Dashboard?
Predicted Achievement in forecasting is badly wrong
I've recently set up the Forecasting module in Zoho CRM but the Predicted Achievement seems wildly wrong. In our current quarter which ends in 9 days, it's predicting us to achieve £55k over our target, despite there being only £43k available in the pipeline.
Zoho report aggregate function issue
Hi, I wanted to write a formula connecting 2 tables. But currently im facing this error Alert Message Sorry, you cannot create a formula column involving columns from multiple tables. This is my formula. Can you help me with a workaround. Infact, i have
Is there a way to remove the border color of widgets on a dashboard?
I have a dashboard with a multicolor theme. There are four pivots with detailed information, and Zoho auto-assigns a fill color to each of the headers. I added a widget that has summary information for each of the four pivots and made the fill color match
Simple math return wrong result, or I am wrong somewhere?
Guys, please see below, am I wrong somewhere?
Zia Skill Set keyword extraction when parsing resumes in Zoho Recruit
When parsing resumes the skill set key word extraction is way off. Most keywords Zia is automatically populating are non applicable keywords associated with the candidates profile. For instance it pulled the keyword "Corona Virus" as a skill set for a
Deals created this month kpi in home dont show due to permission problem
Hi, i want to see "Deals created this month" in home section of zoho crm, but it not show. It show message: "You do not have permission to view this component.". When i click information, it say: 1. The corresponding module or field may have been disabled
Cloning Items in Inventory App
Is there a way to clone items easily so that you do not need to recreate a new item with very similar attributes and values? For example, If I already have an item in my item list, and I just want to add a new variation based on this existing item, there should be an easily way to just clone this existing item, make the modification to a specific attribute, and then just save it. It would save people a lot of time.
Compare differences between data in different groups (year, year/month)
Hi, I need to compare data in a pivot table. I found articles related to the % of, however it seems that this only allows comparison with values within the same group. Let's say I have my data segmented by Year, then Year & Month. If I want to compare
Display a Sign-up form on first logon
Hello, I am working on a customer portal and would like to somehow conditionally display a form (can be stateless) to a new user only on their first login or until the complete the form to collect more information about them, which I would then use to
Signed documents will not be listed in any of the bulk actions.
Dear All While we are trying to sign digitally in single page invoice its working perfectly . But when we are trying to take 3 copies (original, duplicate, triplicate ) print out after clicking digital sign tab ,its not working not in a single page .All
SubTotaks for Item Headers in Estimates
Hi, Apparently, one can add Item Headers in Estimates in Zoho Books. Is this feature like an Estimate section with a SubTotals for each Item Header/Section? Or is the Item Header just a Title and cannot be SubTotalized? Thank You
Daily back up of Books of accounts
According to Rule 3 of the Companies (Accounts) Rules, 2014 (‘Accounts Rules’), books and records in electronic mode should meet the following conditions: Amended Rule 3(5) requires companies to maintain the backup of the books of accounts and other relevant
MSME Flat for Vendor
Is there a way to flag a particular vendor as MSME and pull out periodical reports? Reason being in India, we need this type of report for compliance pusposes
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