Workflows is not triggered when a customer lodge the ticket from his end
Hi Team, I have setup the following workflow in my ZohoDesk Workflow - Aurora Westan Receive New Web Ticket https://support.westan.com.au/agent/westanaustralia/aurora-westan/setup#setup/automation/401042000000953058/workflows/rules/edit/401042000043983353
Focus Field
How do you do to open in a form enter the first field to fill? The perfector would be to be able to focus on the field that we would like. Thank you.
setting field focus explicitly
Hi, Is there a way to explicitly set the focus to a specific field upon loading a page, or when doing form validation ? Thanks, Zainul.
Collecting responses to better understand the request behind setting field focus
Hello App Creators! Thank you so much for your patience! We are continually working on your most-requested features and are happy to announce that we should indeed be able to release "field focus" as part of the 2023 Release Projection 2. We hope this
View sender's name in Inbox (and not the email address)
Hi there, I am starting to use Zoho Mail, and was wondering if there is way to change the way emails received are shown in the Inbox. Currently, it shows the email address, can this be changed to the names of the email address? Thank you.
Set default focus field in published page
I am working on a queue application for my organization. We have a touch screen kiosk in our lobby to allow for customers to check-in to the queue. Since the customers will often be checking in with a barcode, I would like to find a way to make the top
deluge scripting
Hello, I am trying to update a customer's details in billing from creator using deluge and i wanted to inquire if there's a way to update the customer's details by using the customer's email or phone number used in billing or creator instead of using
Introducing the first native integrations in your CRM's sandbox - Zoho Survey & Zoho Social
Hello everyone! Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which would
JVM error when executing Zoho Databridge for first time (Windows Server 2019)
Hi, I have followed the guide defined here https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/relational-databases/articles/zoho-databridge#4_Can_I_independently_download_Zoho_Databridge in order to install the Databridge (it's
【Zoho CRM】カスタム関数：商談サブフォームのカスタム項目を見積書サブフォームに反映する方法について
いつもお世話になっております。 昨日2/28のZohoワークアウトでご相談をさせていただきましたが、こちらでもあらためて投稿いたします。 【状況・やりたいこと】 弊社では、商談タブにサブフォームを設置して見積書のベースを作成し、そのデータをカスタム関数で反映して見積書データを新規に生成しています。 この仕組みを採用したのは、弊社がZoho CRMを導入した当時、見積書の標準機能では粗利を算出することができなかったためで、商談サブフォームに「仕入価格」（通貨項目）や「粗利」（販売価格と仕入価格の差額を出す数式項目）を追加することで、各商品や見積案件の粗利の妥当性を確認しています。
Zoho CRM Digest - January 2024
Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,
Sharing the Salesinbox
Hi, We are experimenting with using the salesinbox for our sales organization and ran into a problem. Our Zoho CEO user has configured our sales@ourcompany.com email in the salesinbox and emails are showing up perfectly. He set the sharing to public.
Best way to make API to Zoho Books from Client Script?
in Deluge there're shortcut commands to call Zoho Books. (e.g zoho.books.createRecord) How would that work in CRM / Client Script? (another easier way than using HTTP request, which requires creating OAuth token)?
Survey email language
Hello, I have created a multilingual survey, and I have made various emails through the Zoho Survey app to send the survey through; however, I don't see a feature to allow for the 'default' language to change depending on the email I am sending. Is this
Pay Retainer Invoice with ACH
is there any way for my clients to pay retainer invoices via ACH? This is becoming a problem for us. Currently, we can only figure out how to use it with Paypal and credit cards. We really need ACH payments on retainers. We use stripe and forte.
ERROR
Este mensaje fue creado automáticamente por el software de entrega de correo. No se pudo enviar un mensaje enviado a uno o varios de sus destinatarios. 554 5.2.3 Violación de MailPolicy Error al entregar a buzones No estoy seguro de por qué estoy recibiendo
Inactive Contacts on Detail View
Users are asking if the inactive contacts can be filtered out of the Account Related List for Contacts. See attached.
DKIM & SPF for Zoho Calendar when sending invites
Hi, I am seeing SPF and DKIM errors when event invite emails are send by Zoho Calendar. What do I need to add to the existing Zoho Mail SPF and DKIM records so these emails pass the checks?
Email from daviesprinting.com flagged as spam (541 5.7.1)
I am the geek for the daviesprinting.com domain. We host our own mail services. We are getting the error 541 5.7.1 Mail rejected due to antispam policy (in reply to RCPT TO command) whenever we send to the rochestertennis.com domain which appears to be
[BUG]Some zoho forms notification emails are not getting sent
Already has happened twice, clients submit a form, form info gets registered on zoho form but notification email is not sent
Tip & Tricks: Make your Chatbot personal with Criteria Router!
Hi everyone 🤖 Ever wished for a bot that understands your visitors' needs and acts accordingly? We got you! Meet Criteria Router card – your ticket to an intelligent, customer-centric bot without breaking a sweat or code! Let's sprinkle some magic on
Zoho Account : Ca***o.m***a@e*****e.a*
I need to reactive ZOHO for my company. Can you please give administrator access ? Moderation Update: PII detail (email) in topic subject masked. Please refrain from posting any PII details in open forum.
How to Fit the product images irrespective of the resolution.
How to Fit the product images in Zoho e-commerce irrespective of the resolution and size of the image uploaded? Product image in Zoho E-commerce
Zoho billing deluge fetching and updating customer
Hello, I am trying to update a customer's details in billing from creator using deluge and i wanted to inquire if there's a way to update the customer's details by using the customer's email or phone number used in billing or creator instead of using
Desk slow
Past few weeks myself and another user are seeing the desk as very slow. We are based out from different locations, so not internet issues. Anyone else having the same issues?
This domain is already associated with this account
Trying to use zoho with a recently purchased domain - collegetimes.ie but it is showing as above - i think it's the number that i sent the verification code to, but that doesn't work either?
Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
CC Field not showing in left pane for Agents on Help Desk Tickets
Hello, In the previous version of Zoho Desk, help desk agents were able to easily add more people on to the ticket by using the CC field in the ticket properties pane on the left side. My boss has not switched over to the newer view style and still sees
Best practice for contacts who have left a company?
How to store email history when a contact left an account ?
Zoho Commerce: Product Filtering
I have been working on developing my online store and it has been complicated to create a user-friendly experience for my customers. I have been trying to figure out how to allow customers to filter products so they can find what they need, just as any
Multiple clients can't add to cart
Recently we have encountered this problem with some new clients: 'Unauthorized access to cart' - They have portal access - Are logged in on their personal account - Account is not shared, but accessed by a single person One thing that comes to mind is
Integration of Quickbooks customer data to Zoho CRM
Hello Experts, I'm seeking insights and your experiences regarding integrating QuickBooks Desktop with Zoho CRM. I've come across information in forums suggesting that integration may require the QuickBooks Online version. I'd appreciate hearing about
Attendee not placed in a waiting room. Keeps being forced to click "Join Meeting"
Hi, is there a way for an individual to join the meeting instantly when they click on the Join Meeting and then be placed in some type of waiting room that starts automatically when the meeting organizer or another attendee joins? I attached a screenshot where when an attendee tries to join a meeting that the organizer hasn't started they're met with a "Session Not Yet Started" message. Now they have to constantly click "Join Meeting" in hopes that the organizer starts the meeting. This is going
Idle chat handling Customiziation
I am very much attuned to my customer's habits regarding our chat support system. They will initiate a chat, receive a generic response from Zobot, and then request to speak with a human. When they request a human, our team responds accordingly, or another
Aggregate Report from Oath Notification: DMARC Notification | How to Disable
Hello, I keep receiving this notification every day. I unzip the attachment but couldn''t find anything useful in it. What are they? How can I disable or stop receiving them? Thank you.
Ticket not created using Actions by Zoho Flow
Hi, I've created a workflow and added an Action by Zoho Flow. The action should create a ticket in Zoho Desk. However, the ticket is not created while everything seems to work fine. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/
Check box multi option
Hi. When creating new ticket templates ive searched the option of multiple checkbox in one field. Only have the option to introduce one at the time. Saw in the FAQ menu this : https://www.zoho.com.cn/creator/help/fields/multi-select-fields.html In layout
How do I change the "org" name that my customers see in zoho assist unattended; It's currently "zoho"
When a user of a remote machine with unattended access clicks on the Zoho icon in the system tray (notification area) they can click on "Representative Info" and they get a pop of of information. The "org" defaults to "Zoho". How can I change/customize
vCard implementation
In SugarCRM one can create a vCard which you can save in outlook. Is there any way of creating a vCard in ZohoCRM and if not is it on the drawing board.
Schedule 200 calls for contacts with a Button based on the view that the button is in
Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on the
Next Page