Adding task to tasklist using Projects integration from desk
Hello! I've just added the Projects integration into desk, and i tried creating a task from a ticket. The task was a new task list on a project, and i hoped it would be possible to create a new task on an already existing tasklist. Anyone know if this
Zoho Desk's Instant Messaging | Feature Updates | Feb 2023
Hello All, We are back with some exciting updates and feature enhancements to meet your business communication needs. Let's take a look at what's new in the Instant Messaging module. Multi-number support for WhatsApp users If you have been using the WhatsApp
Too Many Blueprint Stages
I love the blue print idea. Create ticket stages, and transitions. However, it adds stages to my regular ticket stages which just makes the choices confusing for our technicians. We have about 5 general daily stages for any ticket. However, in order to
How to organize button list items in list or detail views ?
Hi, I created multiple buttons for a module. They are displayed in the detail page. As a CRM admin I see for example one of my button "Send to approval" but default (screenshot), and when I click on the down arrow on the left, I can have the other buttons.
Issue with Business Days vs Days in Workflow Rules
Hello, We have several workflow rules setup to create cases when a project is created in CRM. These workflows use the "create record" action to create a case with a due date based on the project's bid date minus a certain # of business days (see clip
[CRITICAL] Zoho Desk <-> Zoho Analytics Sync fails without specific error message!
Hello there, as you can see on the screenshot, the synchronisation of zoho desc keeps failing without a helpful error message! As a reason there is "A temporary error occurred while synchronising data from Zoho Desk" displayed... The error can't be that
Zoho Desk Ticket Resolution Update via Zapier (Formatting Question)
Hello, I am trying to send a ticket resolution update into a Zoho Desk Ticket, and I want to add new lines to space out the content. However, when sending the request to update the resolution with newlines, the request fails stating it is formatted wrong.
Smart lists
Hello In zoho campaigns we can create by using a workflow, smart lists It allows to have up to date lists according to specific criteria Do we have the same option in MA ?
Problem with If statement in html page
Hi there! I'm trying to make a HTML page and I need to apply some conditions but I don't know where is my problem. This is my initial code: <%{ bill = Presupuestos[Code1 == input.code]; entorno = Entornos[ID == bill.Entorno]; %> PRESUPUESTO <%=bill.Code1%>
Struggling with CRM Data Inconsistency? Here's Your Solution to run business in Auto Pilot Mode
Are you finding it challenging to maintain consistent and accurate records in your CRM because users often forget to update them after completing tasks or calls? Does the need to toggle between multiple apps for a single task and the burden of performing
Cambiar Metodo de pago
Buenos días, quisiera saber como cambiar mi método de pago, que perdí mi tarjeta anterior y debo actualizar a la nueva tarjeta pero no se adonde puedo tener esa opción.
Zoho Books 2023: A Stellar Recap
Workflow not triggering when record is created from function
I have created a custom module (prospects) to copy required information from a lead to the prospect module. The reason for this is that I need to create a dashboard in Analytics to display all leads created in the day, week and month - when a lead is
Projects viewable by all users ?
Our company doesn't have projects that need to be hidden from users, however unless we assign those users to a project they can not see it. Example The finance people need to see how far the project is progressing, the customer support need to see what
Reports - Deals closing by upcoming quarter
Hi there. Might anyone know how I might create a report that shows me the total value of deals closing per quarter, perhaps for the upcoming 4 quarters. So quarters on the x axis with total esimated value on the y axis.
Inventory Set-up
We made errors as we learn how to set up inventory. Correcting those errors is tedious. Is there a better method? We imported items from Shopify. For thousands, we want to start over. But, Zoho will not allow deleting items that have not been "confirmed".
Organization Email Replies Not Showing
No replies to emails sent from the CRM using the Organization Email are getting pulled in under Contact or Lead records, or anywhere I can see. Of course the email is linked to a customer contact in the crm, i can see the SENT email and i can see when
Formula Using Returned Data Results
I'm trying to calculate the percentage of a returned data set relative to the total. In the example below, I'm trying to show the percentage of pears to the total count of fruit returned in the Pivot Table Report. I'm not sure the syntax for this....
How to find Zoho Project client ID using client name of CRM client ID using API or Deluge
I have the client name but I'm not sure how to get the client ID in Zoho Projects using the client name or the CRM ID. This can be done via API or deluge
Attach sets of data to leads
On my website users are allowed to save property search queries which include many search criteria. Think price, location, features and more. Users can save as many search queries as they want. I'd like these search queries to show up in the leads module
Auto allocate customer receipts
Good day, I am in the process of migrating over from Sage accounting , I have imported all my customer receipts , however they are all unallocated at the moment ,is there a way that I can auto allocate them to oldest invoice? Thanks
Export to zoho CRM
It's so pity .Dataprep can't export to Zoho CRM via connection. If Dataprep can do that .It will save a lots of time to integrate.
Factura proveedores
Hola buenos días, quisiera saber si existe una manera para que las facturas generadas a mis proveedores se enumeren automáticamente, a como se realiza con las ventas. El problema que tengo es que se me están duplicando el número de facturación para proveedores
Customer Portal
I have been successfully using customer portal to allow individual to have access to certain forms and data in my system. They all have their own unique username (email). Is there a way for me to know or capture each time the user access the system using
Please enter a valid phone number? It was valid yesterday!
Having an issue with the phone field in Lead Information. Every time I view this page or make a change it is prompting me now to fix the phone number. Found that removing punctuation allows me to save but that is a monumental pain in the ass!
What is the maximum number of fields I can include in one form?
Hello, I have a form that is quite long from the outset (approximately 60 questions), but includes conditional logic which can dramatically increase the number of presented questions with a maximum of 163 questions. Most of these are structured as list
Lending
Hi. I do a little PML. Let's say I lend someone 50,000 on some terms, could be interest only payments for 12 months, or also principal and interest payments, or just a lump sum payment at the end. 1: How would I create a loan in Zoho Books? Someone suggested
How to tell if screen share is on
Evaluating Cliq and tried screen share today. Strangely (or I'm missing something) I can't easily tell if my screen is being shared. Zoom has a nice bright green box around what's being shared, I'm pretty sure Google Meet does something, but can't see
Working remotely with Cliq: Availability Reports in Remote work
Tracking employee attendance is crucial in times of remote work to maintain continuous productivity in the organization. To resolve the challenges of tracking and maintaining attendance of the employees irrespective of their work locations, Remote Work in Cliq brings Availability Reports exclusively for admins. Need for Availability Reports Individuals have their own schedule while working remotely. Availability reports gives a holistic view of the team's preferred break hours, individual break
Best way to get ticket age in Zoho Desk excluding on hold duration
Hi guys, would just like to ask the best way to get the age of a ticket already excluding the time when a ticket is on hold? For example a ticket filed on Jan 29, 2024 and it was closed on Feb 2, 2024 but it was put on hold from Jan 31-Feb 1, 2024 so
Error While submitting wordpress form
Dear Team, I am using Zoho CRM Form WordPress plugin to take leads and was working good but now getting below error please help. I am using Contact Form 7 INVALID_DATA a:4:{s:4:"code";s:12:"INVALID_DATA";s:7:"details";a:3:{s:18:"expected_data_type";s:4:"long";s:8:"api_name";s:2:"id";s:15:"parent_api_name";s:6:"Layout";}s:7:"message";s:12:"invalid
Need help with Scope for "Self Client"
Trying to use self client to query contact by email address. I tried following aaaserver.profile.ALL,ZohoCRM.modules.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.ALL,ZohoCRM.settings.fields.ALL OR aaaserver.profile.all,ZohoCRM.modules.all,ZohoCRM.bulk.ALL,ZohoCRM.settings.all,ZohoCRM.settings.fields.all
Announcing ZUG India Meet-ups - Interact with Zoho People & Payroll Experts!
Dear Users, We are happy to announce another round of Zoho Community User Meet-Ups in India. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams
Test environments for zoho bookings
What is the proper/recommended way to set up the Zoho Bookings test environments. We have some endpoints being used. For now I created a test account and it works fine, but I would like to know how to do that properly. Is there a way to create test
Dashboard revenue this month issues
My dashboard shows the revenue this month but will not show last months revenue how can I fix this? I have attached a screenshot of my dashboard.
CRM / SIgn Integration so that Contract
I have set up CRM / Sign Integration I wish to get Quotes Signed. At moment it seems manual as I need to Create the Quote, then send to Sign and then add the fields for them to Sign I wish to add signatory fields to the Quote so that I can send to recipient
Add Attachment (Bank details) to payment reminder
Is it possible to add an attachment (Bank details) to a payment reminder?
how to make field mandatory only for a user?
I want a field in leads module to be mandatory only for a user in 'Customer Service' ? can I do that? I have tried to use layout rules but it seems I can't differentiate it by 'Created By' field
Mail Merge - Zoho CRM
I have a user in my organization that is trying to use the Mail Merge option from the Deals Module. Each time they try to run the mail merge, they get a blank screen. Other users in the organization with the same permissions do not have this issue. Please
SYSTEM VERY VERY VERY SLOW - AGAIN
Zoho Books, I give up. This is not my first, 2nd or 3rd complaint about your system that is so so slow. I CANNOT get my work done. I need to look for another accounting system for our company but I dont have the time to sit and wait for the system to
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