Contracts as Prepaid blocks of time
Does the Zoho Support tool or any other Zoho product support prepaid blocks of time. For example if a client purchases 10 hours of support services, then we would like to deduct time used from that block of time. Then as the time is exhausted, or more
Request : Additional Account Lookup Field for Ticket Layout
We need to assign 2 separate "Account" fields from the "Account" module on ticket forms. Our use case is as such : We do reply to our global distributors on tickets and the "Account" field is normally used to mark the tickets based on our distributors'
Adding Custom lookup fields in ticket creation (Zoho DESK)
Hi everybody!: From my experience, i see that when creating a Ticket in Zoho DESK, the form uses the fields Contact name, Email and Telephone as lookup fields. This works fine but in not-so-developed countries like Paraguay (where i live) we use the Document
Pulling a record in a custom contact field to a custom ticket field
Hello Everyone, I am trying to know on how do I pull information(in a custom field) from a contact so it automatically updates when I fill in a ticket using the contact name? Example: When I lookup an account: It auto populates the other fields such as
CRM and Books integration? Lacking?
The CRM and BOOKS really seems to be lacking in regards to integration. Am i missing something here? Can someone enlighten me please? In my view, CRM is intended to allow me to follow the entire lead, quotation, sales, follow-up workflow. BOOKS (aside from the other accounting features) allows me to follow the quote, invoicing and payment process. I use BOOKS to create hundreds of quotes, convert to invoices and follow payments. I use CRM to follow my communications with customers. Last quote sent,
Lookup Fields in Desk
I would like to create a custom lookup field in Desk to look at contracts in Desk - can' seem to create a custom look up field.
Custom Lookup field Zoho DESK ticket
Our use case is the following: When agents take a call and open a new support desk ticket, our customers have a client ID which is a 3-4 digit number. We want to lookup the CLIENT ID number so it populates the account name, if we do lookup for account
Alternative Units for Purchase & Sales
Hi, We need to be able to use alternative Units for items. Use Case: We buy Cat-6 Networking Cables in "Rolls" of 305 mtr or 100 mtr, which are Industry standard across all manufacturers. However, when we do Projects, our Clients expect us to Invoice
Turn off notification new whatsapp conversation
Hi, How can I turn off this notification I get when someone starts a new whatsapp conversation?
Field Dependency rules based on multi-select picklist
Hi, Is it possible to create field dependency rules based on a multi-select picklist field?
Why its not allowing free tier option
I am trying to set up email for my domain but its not allowing me free tier. Can you please check why ?
Formatting CSV files for import
Hi Folks, I've run into complications with importing a statement from my bank into Zoho Books. My bank exports their statement using parenthesis for debit transactions. Here's an example of what their CSV format looks like: "Account","Amount","Balance","Date","Description","Type"
image display in zoho mail
Hi, When I receive an email with image inside, they are not displayed. I checked the source of the page and I see that for the html container img : <img width="710" height="309" style="width: 7.3958in; height: 3.2187in" src="https://zmdownload-accl.zoho.euhttps://zmdownload-accl.zoho.eu/zm/ImageDisplay?na=736971000000002002&nmsgId=1708009633957020001&f=1.png&mode=inline&cid=image001.png@01DA6029.055800B0&">
Need Help! Data Factory to Zoho Connection: Error 401
Hello everyone, I'm reaching out for assistance with an issue I'm facing while trying to set up a Linked Service from Azure Data Factory to Zoho. Despite following the setup instructions carefully, I keep encountering a connection error that I can't seem
Outlook 2019 with active sync disconnecting - SOLVED
Since a few days I noticed that I don’t see any new email messages on my Windows 10 computer with Outlook 2019 (last build) . which I do see on my iphone. Checking credentials and sending email messages has a positive result. The issue is with incoming
pro-lite reminders not working?
I'm a new user and upgraded to pro-lite. If I select a note and then click on add reminder nothing happens...
Frustrated by support for Whatsapp in Zohodesk
I am posting here in the hope of hearing from someone at Zoho. Recently, we attempted to integrate our Whatsapp in Zohodesk. Working with the support team, we successfully completed the verification process to migrate our number into Zohodesk last week,
List Range In Zoho Sheets Data Validation
Hello, I have 2 worksheets "Sheet 1" & "Sheet 2". I want to set data validation in Sheet 1 but using a named range for the drop-down list. I have set a dynamic named range CSID "OFFSET(Sheet2.$A:$A;0;0;19999;0)". I tried typing in CSID in the list or cell range but it didnt work like Excel. Please help, thanks.
Desk Merging New Email Requests to Existing Tickets
Can anyone confirm what criteria Zoho Desk uses to determine whether an inbound email creates a new ticket or is added to an existing one? I had assumed that an email would only update an existing ticket if the subject contained the ticket number e.g.
Ticket number is not correct in the mail body [Feature: Sending Scheduled Reply to Tickets]
Hello there, I have noticed the following error, it relates to this new feature. When a scheduled email is sent, the agent who configured the email receives a confirmation email. This contains the correct ticket number in the title, but the number in
Zoho CRM to send Zoho Survey via Actions by Zoho Flow
Hello all, Hopefully you can help me learn a bit more so I can accomplish my goal. I would like to send a Zoho Survey via email every time a Zoho CRM Sales Order's meets a certain criteria. I am using Zoho CRM's Workflow Rules/Actions to trigger an "Actions
integration with Zoho Calendar & Zoho Bookings
When will Zoho Recruit integrate with Zoho Calendar and Zoho Bookings?
How can I have a vendor edit the candidate profile (the single fields)?
Hello everyone, we are in the process of testing Zoho Recruit and evaluating, if it feeds our needs. We have vendors that provide us candidate profiles from their companies. We would like them to be able to manage and edit the profiles. Right now, if
Duplicating Reports with different values from API
Hi, I want to be able to duplicate a report (same fields and layout), but I want to have different data in the columns from API calls from the CRM. So, for example, my original report would have fields like 'Seller', 'Total Sold', '% Sold' with data pulled
Invoicing Software
Hi, Is it possible to create invoicing software with Zoho Creator? with the possibility of implementing SAF-T (Standard Audit File for Tax purposes)?
Schedule ticket responses
I am often up late working customer tickets, but I don't want the customer to know that I am working at 1am, or I have a customer that has a follow up question to every reply, and I need to space the responses out a bit so I can get some other work done.
Schedule response to customer in Zoho Support
A lot of time we receive a ticket, and would want to respond to it immediately, but in an effort to stick with our SLA, we respond, and save the draft, to send at a later time. Unfortunately, in a lot cases, at that "later" time, we forget to send that
Delay send for ticket responses
Is there any news on being able to delay send ticket responses similarly to delaying sending emails. I don't want customers to know I am working late into the evening and would like to delay the response until the next morning?
Schedule email response from Zoho Desk
Would like to schedule responses to tickets opened by customers to be sent at their morning time. Is this possible?
Allow field dependency definition between multi-picklists and multi-picklists
The "Page Tips" entry paragraph on the "Field Dependencies" setup page says that : Field dependencies are filters that allow you to change the contents of a picklist based on the value of another field. You can create dependencies between two pick lists
Open ticket directly if the search string is exactly the same as a ticket ID
Hello there, from many other systems, I am used to the fact that the element I am looking for opens element directly if you have used the exact ID as the searchstring. This saves a few seconds and a lot of frustration! Example: I want to search/open the
Custom Cover Art Question
What is the optimal 1) File format, jpg, png, eps and 2) pixel width and height (size) for custom COVER art?
How to route trigger initiated chats to specific departments?
I am exploring the triggers option on my SalesIQ, however I dont see an option to direct the initiated chats to specific departments, I dont want the chats initiated by the trigger to be forwarded to all my operators, only to the ones belogning to an
Custom Formula Field always giving an error
I am trying to make a formula field that gives me a formula based on the words in another field. If(Startswith(${Job Openings.Financial Quater 1},'F'),${Job Openings.Salary Position 1}*${Job Openings.Salary Percent},0) No matter what return type I choose
Report of the Week - Stage Analysis
Potential stage history analysis helps you track the stage movement of each potential. Tracking the wins and fails helps you avoid repeating the mistakes of the past and define better processes to convert more potentials into wins. This week, let's see
i doesn't not receive any mail in my inbox
don't receive my email in inbox
Unable to sign in Refresh Token Fetch Nothing was Received
I reset my ZOHO mail password last night and therefore signed out of all devices. When I went back to sign into the ZOHO MAIL IOS app, it came back with the following error typed exactly like this "Unable to sign in RefreshToken Fetch Nothing was Received."
I'm not receiving messages in my Zoho mailbox or in any mail account that is setup for forwarding.
Hello, I have checked multiple times all DNS records followed all the steps in the configuration toolkit and I still don't receive any mail in my Zoho inbox or my gmail inbox that is routed to forwarding. Please help!
2Auth fail on Linux Mint 21.2
Install goes fine, and the Notebook wrapper opens and asks to login. Follow login all the way to 2auth code, and enter, and spins, then just pops back to login page.
Zoho Workdrive - Open files in o365 web version directly (No Genie application)
Hello All, Is it possible to open a workdrive Excel (or any Microsoft office file) directly in office 365 web version of Excel ? We know about the genie application but it is not usable in this context. And it would be much simpler to use the web interface
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