How can i connect wati app with Zoho forms...
Hi There, I want to send a whatapp message to a customer who submit my form on a website through wati app, how can i do it
How to add an extra Module tab
Hello, I wonder if you could help figure out how to add an extra Module tab to the agent ticket. Free editable text/comment type of field ideally I know the option is not readily available, only option here is to separate comment from Conversation by
New Custom Module Builder Feature
It would benefit us to have a custom module builder inside Zoho Desk, similar to Zoho Books, Inventory, CRM, and other applications that have custom module build functionality. Having a custom module in Zoho Desk will allow the platform to stand alone
custom module
Hi, We have the situation that our primary client is a financial adviser however we then deal with their investors. So we would like to create a module which is populated with the end investor and have that info against the ticket as a custom field. How
Yahoo email addresses are failing in Zoho Desk
Hi, We have seen recent issues sending to a yahoo.com address. From the tickets... Status: 421 Action: failed Last-Attempt-Date: 14 Feb 2024 21:16:41 GMT Diagnostic-Code: 4.7.0 [TSS04] Messages from 103.138.129.66 temporarily deferred due to unexpected
What does this mean: "This field will be hidden during creation editing"
I am trying to integrated Zoho CRM with Zoho Forms. One field(Customer ID) that I want to integrate is not available in showing in Zoho Form. The Customer ID field is currently hidden from view. It's type is "Auto-Number"
How to select invoice template via api ???
How can i set the invoice template when i add an invoice via api (https://invoice.zoho.com/api/invoices/create ). Thx
Can i create a booking form that doesn't allow double booking?
Hi, I'm trying to create a room booking form with online payment. There is one room available between 9 and 11pm. Is there a way of creating the form so that more than one person can't book the room for the same time? Ideally, there would be a calendar that is greyed out on already booked days. I want to use a form because i need to push the record through to a calendar report. Thanks
Audio and Video fields
It would be nice to have audio and video form fields in Zoho Forms (and Zoho CRM too). They are especially useful for mobile devices.
Anyone else having an issue with PayPal payments?
Hi, all! I've been having issues with PayPal invoices for about the past two weeks now. I suspect it's limited to PayPal Business payments, though I'm not 100% sure. But about one out of every three clients has reported getting a 505 server error OR the
Tip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
cannot edit invoice that under "open" or "close" status
Why can't we edit the invoice that under "open" or "close" status? But previously we can do it. Do you fix a new rules but haven't inform us because i see the settings side had added some things already... PLEASE... REALLY URGENT.
Users get forced into a trial account
There's a complicated process that has wasted hundreds of hours in our support department. When a new user is created in our One account, the user should be linked to our enterprise account and NEVER receive any sort of trial. If the user tries to login
Trigger a Workflow when a specific email template is used
Hello, I would like to trigger a workflow based upon what email template is used to reply to a lead. Is this possible? What I'm trying to accomplish is (in pseudocode): if (Email was sent using Final Attempt Template) { if (No response received within
Duplicated Record email re-direct
Sorry I hit send too fast. When the trigger sent the email there is a link to the offending (in this case a duplicated record) record except when the link is clicked it goes to the base and not to the record on the table in the base that has been du
ZOHO Tables - Gallery view Shareable URL ?
Can we share the Galley view to a shareable link to all users with link access ? Also can this be embedded into website. I am looking for a solution where we can have selectable filter option for a data tables with pictures.
TrackmyTime- Zoho Creator Time Tracking & Employee Monitoring App
Hello all, After months, weeks, and days of planning, preparation, and a heap of hard work we've published a custom app-TrackmyTime in the Zoho Marketplace. ⏰Time is something we can’t get back! That’s why it’s important to track your time and see if
"Same as Above" Checkbox
I have a form which requires both a Billing address and a Ship To address. We have a number of clients who fill out this form on a regular basis and have expressed frustration that there is no checkbox for "Same as Above" if the billing address and shipping
Primary Key
It appears to me calling this a database cannot be true if I am allowed to enter duplicate information in the primary key field. Am I doing something wrong? How do I make a composite key?
Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?
Is there anyway to import Clients from Zoho CRM or Projects from Zoho Projects into Zoho People via API or Zoho Flow?
"No account found" when querying API
Created a token with the scope: zohobookings.data.CREATE but I seem to get No account found on all API calls. Could not find a similar problem on the forums or in de docs.
Multiple emails being sent when booking is created.
Hi all, We have recently been setting up Zoho Bookings. We are having an issue where 2 emails are being sent to the customers when they create a booking. We have adjusted the email templates a few times and it appears to be picking up one of our older
Zoho booking missing feature
Hi, I recently setup Zoho Booking for my business to help in appointment scheduling, and it works well. However now when I think of starting online payment acceptance, seem that Zoho may not be able the right tool. Cause while i can integrate a payment
Cascading Form Fields
I 'm setting up a booking form in which I would like to have a dropdown field, and when an item is selected, it hides or displays another dropdown field. Here's how it would work: Customer is filling out the form. One of the questions is "How did you
Edit Won Deal
Hello Team!! I have a SOW email notification once a Deal is WON. But when we edit one WON deal this email is fired again and I need to make a difference between a NEW won Deal vs EDITED Deal. How can i split this trigger? Best,
How do you change a primary client of a project using API?
How do you change a primary client of a project using API or deluge?
images disappear from presentations
Hello Zoho, again and again, I am encountering problems with disappearing images from my presentations in Zoho Show. As an art history teacher, I need to make pretty large presentations with a lot of images. And every time I re-open a presentation after
Edit Zoho Subscription Invoice
Hi I have create invoice from zoho subscription. so can i Edit those invoices from Zoho books. It will give option for edit but when i hit save button it will throw validation like this, Invoice from Zoho Subscriptions cannot be edited. Is there any
SignForms
We just created a template to collect signatures from our clients, seems like we reached the limit, I wonder what is the limit for this feature and how can we get a higher limit and continue sending this template. Please as soon as you can reply to this
How do I generate a component in the email template editor that includes several sub-components?
Hi, I've retrieved an email template from the zoho library which includes a component that encompasses two other components. How can I do this from scratch?
Mail bounced as spam
Hi, I have configured a redirection from a distribution list to the email adresse of zohodesk but some of the incoming emails are rejected (bounced) by the zohodesk server as spam. They are rejected before entering in zoho desk. I have tried disabling
Is there a ZoHo workflow criteria field for a customer's most recent email response?
Hello All, I'm looking to build a ZoHo workflow (in Zoho Desk) that would search specific keywords within a customer's most recent email reply to a ZoHo ticket. Assuming it should trigger upon a customer reply. But under criteria (TICKETS), I don't see
Is there anything like an Audit Log in Desk?
Hi there guys, We're currently facing some issues along the past months since we have encountered several Workflow/Business/automation Rules that are having their Criteria changed without any manipulation from our side we just have 2 admins (Natalia Labrin
Audit Log for Admin activities
Is there an audit log for admin activities? If so, where is it? If not, may I request it?
Does Zoho Desk Workflow generate logs for tracking actions? Is there a way to do this?
In Zoho Creator: Logs are automatically produced, time stamped documentation of the history of actions, such as Form Actions, Schedules, Email Data, and Integration, executed in an application. They are recorded for statistical, security, and debugging purposes. https://www.zoho.com/creator/newhelp/app-settings/view-logs.html https://www.zoho.com/creator/newhelp/app-settings/understand-logs.html Are there logs generated in Zoho Desk for Workflows? We have a workflow that sends out emails and I'd
audit logs
Zoho Support could have an audit log for Configuration changes, so that we can know which admin users made what changes to the system's configuration. Please consider.
Add and Track Pre-Paid Support Time in Zoho Desk or Books
Hello, I was wondering if there is a way to have something add and track Pre-Paid Support, and alerts me if the customer has credit left? I provide 1hr Pre-Paid Remote Support. And when I do, say, a 30min session, I need to have the Customer have that
40 hour prepaid subscription
Hi all, We offer our customer prepaid subscriptions of 40, 20 and 8 hours, which they can use for 1 year. We would like to let Zoho Desk calculate automatically the remaining hours when a ticket has been solved. So if a ticket takes 1 hour to solve and
Deduction for prepaid hours
All, We often work with prepaid hours (with a discount). In that case, the customer buys 10 hours with a discount which serves as a buffer. Is it possible to deduct hours from this buffer? If yes, is it also possible to deduct these hours only when a
Do contracts support prepaid blocks of time?
We have a need to create prepaid blocks of time and track them. Can ZoHo Support or any other ZoHo product provide this? Thanks, Sean
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