SalesIQ Zobot - Open third-party URL
Hi team, We are creating a Zobot in SalesIQ and we have 2 button texts. Chat with AI Assistant Chat with human What we want to happen: - as soon as the visitor clicks on the "Chat with AI Assistant", a third-party URL should open in a new window. We're
How to work on separate files created on different dates
I have different set of tables updated on different dates Table 1 - Location 1, Work Done %, Date A - Location 2, Work Done %, Date A - Location 3, Work Done %, Date A - Location 4, Work Done %, Date A Table 2 - Location 1, Work Done %, Date B - Location
Webinar | How to execute and schedule test cases with Zoho
Hi team, The second webinar of the Zoho QEngine 101 series is here and we are excited to pick up where we left off in the previous webinar. Recap: Webinar #1 In Webinar #1 of the Zoho QEngine 101 series, we introduced Zoho QEngine and all of its important
My Z Mail keeps loosing the TXT verification on my domain
I have configured this a few times now on my web site and they keep being disconnected. I've had similar problems with Z Campaigns as well. setting up the SPF and DKIM and all verified only to be told that it needs verification. Is there something I'm
Problems.... Always problems with ZOHO!!!!
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within
Zoho CRM Webhook - Passing subform data
I want to use a webhook to pass invoice lines items from subform a subform from one of our custom modules to Zapier. I cannot see how to access the subform as a parameter? I can pull the data using a deluge function and it's just an object, but I cannot
Document scanner issue
Hi, I have been using Zoho Notebook from initial release actually with my work account. Document scanner was not great so I use it with another scanner app. But after latest updates and of course Pro edition with OCR scanner make it my only scanner app!!
Allow Contacts to enter Workflow more than once!
After spending much time to set up our CRM & Campaigns accounts, we were shocked to learn that Contacts can only enter a Workflow once. While this is a nice option to have for certain Workflows, having it as a standard limitation for all workflows severely
Why do I need to check for null fields when excluding fields with certain content?
If I get all records and use WHERE "Lead Source" != 'Webinar' my report removes all records where Lead Source is Webinar or is null. It removes null fields. If I want to just get all records where Lead Source is not Webinar, I need to use this WHERE ("Lead
Creating a drop down of sections depending on a previous sections amount of numbers selected.
Hi, I am looking to create a drop down defendant on the amount selected in Zoho CRM. So, in the section 'amount of items' I select #2, then 2 sections show, 1 for each item to be filled out individually. If I select #10 items, then 10 sections show and
Auto Assessment Upon Applying
Hi Team, Is it possible to have an auto assessment sent upon receipt of an application? I would like this automation to trigger automatically. I have tried to do it, but when it sends the assessment link, it always sends a broken link. Is this something
Get Related Contact ID in flow triggered by Deal Stage update
I have a flow where when the Deal stage is updated to a specific stage, I want to use Zoho Flow to trigger follow up emails to the Contact associated with the deal. How do I fetch contact, what do I enter in the Contact ID field in order to find the related contact?
PATHETIC SERVICE BY CHEATS AT BIGIN
I had a subscription for five BIGIN licenses when I was repeatedly prompted to upgrade to ZOHO ONE with a free trial offer. Despite my reluctance, I opted for the free trial, which I did not find satisfactory and allowed to expire. Subsequently, without
ZDK client script code snippet to find all Open Deals for a given Account ID?
Looking for a ZDK client script code sample snippet to find all Open Deals for a given Account ID Trying to work with this, but I don't think it's gonna get me there. var leads = ZDK.Apps.CRM.Leads.searchByCriteria("((Last_Name:equals:Burns%5C%2CB)a
Importing Contacts - Company Name
I'm trying to upload an Excel file to import contacts, and I have all the fields mapped except for Company Name. I don't see a Zoho field for Company Name - does one not exist? Am I looking in the wrong place? I would think this would be a standard field.
How do I combine/merge two Zoho Projects into one project?
Hi, How do I combine/merge two Zoho projects into one project? Thanks, Jeff
Automatic task status update when timer has started or Vice a versa
We want to start the timer when the task status has changed from Open to RUNNING. In order to keep the track time logs automatic. And when the task status is updated to CLOSED we want to stop the timer. This will give the accurate log of timer. With current flow we have to go and click on several places to achieve the above. Also, at the time of task status update. The current time should get noted to someplace. Which can then be used in reporting. Rather than just an activity log. The similar
Printing event details
I am new to this calendar, but I would like to know if it is possible to print the calendar agenda and the details of each event? Google calendar cannot do this without removing all line returns, and it's a deal breaker. Thanks!
Note cards on Windows 11 desktop?
Hello, Is there a way to copy note cards to my Windows 11 desktop? Kind of like a "sticky note"? If not, it sure would be a great feature. Thanks!
Introducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,
IMAP stopped working after installing a VPN
I recently installed a VPN on both my computer and mobile, I had a few notifications from Zoho mail about unrecognised IP's logging into my mail account and then the after a couple of days IMAP stopped working on my account completely. I can still access
Connection to smtp.zeptomail.in:587 has been closed unexpectedly
We tested the file attachment email service in the our project. When I uploaded arround 20 MB image, it was successfully sent. However, when attempting to upload a 24 MB image, I encountering the error 'Connection to smtp.zeptomail.in:587 has been closed
Sync Notes and Activity to CRM
Hello All, We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working. We've noticed a real pain point of not being able to see
WhatsApp Integration
This integration empowers you to provide live support through WhatsApp, right from within Zoho Desk. When customers message your business on WhatsApp, your agents can choose conversations and respond to them without leaving their help desk. Agents can reply to customers, send attachments, and resolve issues, all in real time. Zoho Desk helps you keep track of these conversations by logging them as tickets. If you tried the beta feature, please share your feedback below. Your feedback will help
zoho desk ticket permission issues
If I want to set up a desk account for sales, with the purpose of allowing them to see the status of tickets opened by contacts they are responsible for, how should I divide the permissions? Because no matter how I adjust the sales settings, they may
Zoho Survey limits in Zoho One
Zoho Survey lists a limit of 7000 response a month for Zoho One users, but on particular months (March and November) I would need around 11000. Would there be way to pay for overages those 2 months?
Duplicate tickets when department emails are copied
We use Zoho Desk and have four separate departments with four separate workflows. If a ticket is moved or someone CCs a department email in a different department, it creates a new ticket in the different department and creates another new ticket in the
Different Ticket Templates
When will it be possible to have multiple ticket templates / layouts? We different types of requests that require us to collect different types of data. Some fields on some tickets would not be relevant for other types of support requests. We do not want to flood the ticket with fields to cover every kind of support request. It would be really helpful to be able to customize a ticket template or layout depending on the kind of service request.
Modify Layout of Accounts module - clone Attachments segment
We would like to have several types / groups of Attachments for our Accounts. How can I clone / modify Attachments in the Related List under Detail View?
Filter Due Date on Zoho projects using API
Hey team, How can I filter the due dates for the ticket/bugs in my zoho projects using API calls in POSTMAN ? For example : I want to fetch all the tickets/bugs whose due date was yesterday or today .
EMBEDDED CALENDAR NOT WORKING
I am using the embedded calendar on my website and it is working fine. However, on my mobile site I am using template #7 embedded in an iframe. Both have been working flawlessly, until today. I noticed that the one on my mobile site, using Template #7, is only showing events now for two of the six calendars I display. In addition, Template #7 is not showing the current day's events. The latter was an issue a number of months ago and you were able to fix it, but it is happening once again. For what
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Client script error on searchByCriteria()
The error message for this code is: <!doctype html><html lang="en"><head><title>HTTP Status 400 – Bad Request.....etc.. product_id is correct. module api name is correct. product_id = reservations[i].Product_Lookup_Id.trim(); log(product_id); var ledger_entries_for_product
Merge Pivot Table Columns to count as one column
I am new to using Zoho Analytics and I am trying to run some simple pivot tables. Basically I need to know how I can merge columns together so I can count them as one. We use Deal stages to track a record progress. Some deal stages need to be rolled up
Cannot send chat transcript
Hello, We cannot get SalesIQ to send automatically or mannually a chat transcript. We have tested it with personal emails and looked in the the spam folders. We are able to send emails from Desk and from CRM. We are also not getting any reports such as
Zoho Creator Upcoming Updates — February 2023
Hello all! A very happy new year to all of you! We're back with the very first monthly update of the year! Your support has made Creator's journey in 2022 both momentous and remarkable, and we'll be striving hard to make sure 2023 is even more incredible.
custom domain
Hi, I had configured my custom domain (mandarmarathefineart.com) for use with Zoho COmmerce store. Due to some problem at the domain registrar end I need to remove the custom domain and recreate it so that I get the CNAME values to be used in the DNS
Zoho Domain Registrar?
Can one transfer their domain name to Zoho? I thought I read that Zoho was going to become its own registrar.
Email templates in CRM are now responsive on desktop and mobile devices
Dear All, We're thrilled to announce that the email templates in Zoho CRM now follow responsive design for both desktop and mobile. Responsive design refers to a method in which pages are designed to render well on all devices, whether it's your desktop,
Is it possible to change the Zoho Books Account Types?
Is it possible to change the Zoho Books Account Types? Account Type Asset Other Asset Other Current Asset Cash Back Fixed Asset Liability Other Curret Liability Credit Card Long Term Liability Other Liability Equity Equity Income Income Other Income Expense Expense Cist Of Goods Sold Other Expenses
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