Data export enhancements
Greetings, Previously, exporting data in Bigin would download all fields in the view. With this enhancement, however, you can select the specific fields you want to export. Let's say you only want to download the customer's details, such as their name,
Time Entry Macro
Is there a macro (or a way to set one up) that we can use to more easily put in time for tickets rather than having to go to a different tab, then switch back to the "Conversation" tab in order to close the ticket? My manager used to use a program at a previous company that they would simply press: "+Xm" to put in time for "Minutes" or "+Xh" for hours. (ex: +5m for 5 minutes, or +2h for 2 hours).
Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessary
Save certain questions to Zoho Sheet
I have a customer satisfaction survey that includes a question about being contacted for help with an issue. If they answer yes, they enter in a name and phone number as well as an issue. So, if they answer yes, I want to write the customer's name, phone
Error when creating a Career Site
I've been trying to create a career site and always get a same error saying "This portal URL already exists." Please let me know how to fix the issue and move forward with this.
Hide "All product" tab from product filed
Is there a way to hide "all product" tab when a user open a ticket? I wold like that a user could decide between related product of his Account.
Best practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here. Different scenarios: Scenario 1: We sell software to client 1 and he pays for a yearly subscription. We sell the same software as above to client 2 but he pays monthly or maybe even quarterly. So the
Unable to see the Quotes module in CRM
Hello, I cannot see the Quotes module in our CRM. I can see that it is check on in the tab groups, but it is not displayed. Any idea why? Kevin
why i'm getting 400 (Bad Request)
Good day, i'm trying to get my invoices list using zoho books api i was able to get my bills but when i try to do the same for invoices i get back {code: 2, message: "The request passed is not valid."} here is my code: url = "https://books.zoho.com/api/v3/invoices?organization_id=XXXXXXXXX"
client script: clone record: on load. How do you get the parent record id?
I have a custom module. I have a lookup field back to itself. the purpose of this lookup field is to link it to a parent record. I want to clone a record and have the clone wizard pop up. I'm trying to auto fill this lookup field back to the parent record.
Zoho Desk fetch Related Products (products related to the Account)
When working a Ticket in Zoho Desk, Our Agents need to easily see what services the associated CLIENT/ACCOUNT has. This information is in Zoho Desk, but it's buried 3 clicks deep. The best workaround I can come up with would be to add a custom field "Clients
Which is the snippet code for this workflow?
Hi, we want to create the following workflow: 1. When a quotation is created and the status changes to "ACCEPTED", then... 2. ....auto create a Sales Order with satus "CONFIRMED", or "NOT CONFIRMED" it doesnt matter 3. Then, after the Sales Order is created
RSS feed in webpage
Does exist a method to integrate/display RSS feed content on a zoho site webpage? Thank you
transfer it to Indian data center?
" Your account is in the Europe data center." Can we transfer it to Indian data center? Moderation Update: Moving the Zoho CRM account from one data centre to another involves a lot of technical tasks. Please write to support[at]zohocrm[dot]com to help
Is there a way to add more than 1 contact email to a ticket?
Our customer want to have several persons being notified about the ticket once created and to follow the progress during the resolution. Is there a way to have more than 1 email address being used to communicate with our contact?
Zoho Desk Not sending or receiving emails
We have had over 6 hours of consistant issues sending emails out via zoho desk. Nothing is going out. Also, all incoming mail seems to be giving us the same prompt "content not available, try again later". How can a service be down for 6+ hours? This
Bigin to Zoho: imported as Accounts and not as Leads
Hi, We are evaluating both Bigin and Zoho CRM and are currently on a free account to test the functionalities to see what best suits our needs. Started with Bigin and added about 150 Companies and Contacts as prospects. We then migrated that into Zoho
Status on adding Quotes module to Mail Merge
I've seen some threads regarding feature requests for adding the quotes module to Mail Merge. Is there any progress on this topic? I am looking for a way to add a price-table from quotes in mail merge documents in writer.
ACH For Retainer Invoices
I have ACH setup through Stripe and Plaid, working fine for regular invoices, however Zoho Books is not providing the option to my customers to pay retainer invoices via ACH. I am also not able to charge the customer with a setup bank account account
Accepting ACH payments against Retainers with Forte
Hi, My customers cant pay for their retainer invoices with ACH. This is a big problem for us. Is there any way you can escalate this development? It is a major issue for us.
Zoho Books Items: Transactions Tab - Ability to add columns to the layouts... example: adding Sales Person to Sales Orders
When viewing items within books it's great that you can click the Transactions tab and quickly filter by transaction. It would be fantastic if we could add our own columns (see images below). These are just using system defined fields but the ability
Zoho Desk custom fields
Our organization uses Zoho Desk and is testing Zoho Analytics as a solution for more advanced reporting. We set up a connection to Zoho Desk, which appears to be mostly working, but none of our Desk custom fields are visible. Is there a setting in either Zoho Analytics or Zoho Desk to make the custom fields available for reporting? All the existing questions on this topic I've been able to find are specific to Zoho CRM, which our organization doesn't use.
When will Zoho calendar allow us to see who belongs to a group when scheduling
Now when adding an org group to an invite I can't see which people belong to the group which makes it difficult to understand if I got the right people in the group. Not to mention that I can't even see the availability of people in the group either.
Zoho Projects New Template
Is it possible to revert back to the original Zoho Projects dashboard? This new version is extremely confusing, not as clean, and not as easy to use. The Kanban and Gantt views aren't as helpful either I don't know who thought this was a good idea because
What's New in Zoho Billing - February 2024
Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans
Workflow not working in portals
I have a workflow set up so that when Deals hits a certain Stage, it creates a record in a custom module. It works in the full version, but not in Portals. Anyone know why this would be happening? Does Portals not support workflow rules?
Phone / Mobile Number Fields
I want both fields to auto format XXXXXXXXXX to (XXX) XXX-XXXX This is a simple auto format field in Excel should be simple enough or I do not know where the setting is.
There is a way to send a Deal to Lost after a period of time?
I would like to close Deals after 20 days of inactivity. Any idea? I´ve checked in Automation and Custom Functions but cannot find a way to filter by Last Activity Time...
DKIM authentication is not working
I have updated DKIM records in my domain but it is getting failed. My domain is oreputation.com . I have done everything to authenticate it but not getting resolve. All emails are hitting to spam folder. Please help how to do it. Screen shot attached.
How do I setup a master email template?
As the administrator of Zoho mail, I want all the users to have access to master email templates which is approved by the CEO. i.e. internal meeting, 1st cold call email, etc. Is there a way to set this up for all 25 people to have the same template which comes from the admin? Thanks, Kermit
Wrap field text
I have recently established tracking information to be passed to crm. However, some urls are very long. I have intentionally made the limit of these fields to 100+ characters but when the extremely long urls are passed, it stretches out the screen. Is is passable to allow wrapping for fields? If not, please consider. Much respect. P.S. BTW, Zakir Hussain is my favorite percussionist. http://en.wikipedia.org/wiki/Zakir_Hussain_(musician)
Shift Schedule - Employee view
We are trying to implement the attendance and shift schedule system. At the moment shifts are created and published. But employees cannot see their shift schedule. Shift schedule report is only available to admin and reporting manager. Employee's calendar view doesn't show shift schedules. Employee attendance view also doesn't not show shift schedules. "only admin users can see the shift on tabular view, non-admins cannot see it" How can we make the schedules visible to the employees? As you see
Searching Zoho Books
How do I search Zoho books, and filter by type? I've categorised everything but can't find a way to filter by type? Thanks
Suggestions for Improvement
Just switched from Evernote, am liking Zoho Notebook so far, but a few things are to be desired, IMO…minor things, mostly formatting, but nonetheless thought I’d offer the suggestions: 1. Regarding checklists: a. Upon checking the box, would be nice for
Different category name and different H1 meta tag for SEO Zoho Commerce
Hi -- As we all know, the H1 meta tag is one of the most important signals for SEO. But right now it seems that for Categories, the H1 tag is automatically generated from the category name. We have 250+ categories which appear in our menu and would like
Need help with script - Event to Deal
Hi, I'm trying to create a script that is supposed to do the following: If an "Event" is related to a "Deal“ and the "Stage“ = "Targeted“ → set Stage to "Scheduled“ can someone help me with a function (as part of an automation that will be triggered when
New customers get autocreated created with both forename and surname in the surname field
As discussed over a chat with Sajana:- "When we receive a new ticket, the contact would be then created automatically in the system and since last name is mandatory the values are pre-filled in the last name field of the contact. Also there may be cases
RMA system compatible with Desk?
Hi all. Anyone have a suggestion for an RMA management system to work with Zoho Desk?
How To: Ticket Status Updates via E-Mail reply
Hey Zoho Community! 🌟 I've developed a custom function to make my ticket management a breeze, and I thought it might be handy for you too. Let's dive into how this function can simplify your ticket workflow. What's the Buzz? Picture this: Your emails
Tiny Tip Tuesday #64
Placing online surveys as website inserts serves various purposes, such as: Engages visitors for feedback - Gather visitor opinions to enhance the website or platform experience. Collects data on preferences and demographics - Collects data on participant
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