How to fetch all the ticket ids from a Custom View
Hi All, I am trying to write a custom function where I can fetch all the ticket Ids from a view and update the data inside it using a custom function. I couldn't find any API call to achieve the same. Please help me with that. Regards, Sharath
Removing new sparkles next to the setup/gear button
Is anyone else annoyed by those new sparkles next to the setup/gear button on the top right of your zoho desk screen? I would like to get rid of them but I asked a customer service rep and they said they're permanent now.
Automatic ticket owner assignment for email response - workflow is not triggered
Hello, If a completely new ticket is answered via e-mail, the current user is automatically set as the ticket owner. However, this action does not trigger the workflow... Trigger: Criteria:
Custom function: set a ticket in the previous staus
I am trying to write a workflow rule with a custom function. My rule work when on ticket in a particular status called "statusX" and when parricular field "cf_filedX" is edited. The custom function should update the ticket status from "statusX" to the
Convert Unix Time Stamp to Date
I am getting external data with a Unix time stamp (number of seconds since 1/1/70... the Unix epoch). I have used a formula field to give us the right date serial number. This formula is: (createdTime/86400 + 25569 + (-5/24)) The explanation for doing this in Excel is here (http://spreadsheetpage.com/index.php/tip/converting_unix_timestamps/) Now, since the formula is a number, how do I then convert it to dd/mm/yy format?
Zoho Books and Zoho Commerce integration --> Product Specs
Hi, I am at the final step of pushing my website online but I am stuck on a step : I am not able to push on the front end all the product specs that I have in zoho books. I do not see to find the appropriate setting for it. Specs I would like to push
CRM and CAMPAIGNS does not give me a BUILD CRITERIA option to create list
More Zoho Sign Features in Zoho Books
It's awesome that we can integrate with Zoho sign and have customers sign transaction documents, but would it be possible to add even more?? For example, I run a construction company and I would love to add my contracts to the end of an estimate in the
Workflow Rule if a whatever CRM field is not changed in X time
I would like to ask you if there is any workaround, when we add in a single line something today, if the next 3 months this field remains the same then do something (for example create a task). I know that for a picklist there is something like picklist
Custom function to set meeting to online meeting?
Good evening, I have a blueprint that guides my team through booking viewings for property enquiries. I have a validation that the meeting type must be "property viewing" and then there are the associated emails that go out confirming the appointment.
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
How to remove [Marketing] text added to email subject?
When I send a campaign, the recipients get a [Marketing] text is added to the subject. Why is this? How can I remove it?
Using Deluge to Set Tooltip
Is it possible to use Deluge to set a tooltip? I want to dynamically set tooltips for multiple Multi-line fields.
Scheduling Facebook Reels?
Can you schedule Facebook Reels?
Google: "Allow less secure apps: OFF" required for Zoho Access
Today I change my Google setting to "Allow less secure apps: ON" Suddenly the warning messages came in because Google considers Zoho mail less secure. I was no longer able to access GMAIL via Zoho. Is there a way I can keep "Allow less secure apps:
Is there a way to share organisation contact list througth CardDAV ?
Hi, I'm looking for a way to sync the organisation contact list (or a contact list I would maintain) with all the organisation trougth CardDAV protocol, is there anyway to do something like this ? Thanks.
extracting the "timeline" in reports
Hello, I need to create a report for Quotes in which to show how the values for every product quoted have changed in every Quote stage. How can I do that? I tried creating a report with Quote stage history, but it only shows the most recent values and
Custom Fuction in ZohoPlus - Auto-Change contact owner after 7 days of the contact inactivity
Hello, As the title said is there any custom fuction that can help up Auto-assign a new contact owner based on inactivity of a contact? For example we have the X person that didin't put any note,task or any other activity on the contact in the past 7
Auto combine same items in sales page
I would like to know, if i use a scanner to scanner every item that i need to send, is there any way to combine those items into one line. For example, there's one items "table". When i scan the bar code, it shows table on the order with 1 quantity and
Dashboard tracking converted Leads/Opportunity/Prospects per Month
Hi guys, I'm trying to create a dashboard that shows how many Deal Flows are converted (Lead --> Opportunity; Opportunity-->Prospect; Prospect--> Won;....) per month. Unfortunately, I only can "find conversion time" the dropdown menue. Thanks in advance
Cant login to zoho mail
So how do you fix this ? I am stuck in loading... i already deleted history cacthed bla bla... cleared my chrome browser..
Order of execution of Automations?
I'm trying to understand the order of importance that Zoho places on Automations. IE what is triggered first and what is done second, third, etc Specifically looking at the sequence of automations like Blueprint, Workflow, Actions, Custom Functions, tasks,
The Social Wall: January 2024
Hi everyone, We hope 2024 is filled with promise for all of us. It surely is here at Zoho Social. To begin with, we rolled out some updates and initiatives this January that can help you see a quick reflection of your previous year and that can make your
Issue with Inserting CRM Fields in Slack Notification
We have been using the Slack integration with Zoho CRM for about 2 years, without issue. The weekend we needed to make a change that required us to uninstall and then reinstall the Slack integration with Zoho CRM. The process seems to have worked to worked
When will ZOHO Thrive will be aviable for EU market?
When will ZOHO Thrive will be aviable for EU market? We urgently need ZOHO thrive. When will it be aviable in EU or in MENA?
[Important announcement] Impact of Google's new email guidelines for Zoho Writer automation users
Hi users, Google has recently announced new guidelines for sending emails to Gmail and other Google-hosted domains. These guidelines will be effective starting Feb. 1, 2024, and can impact the delivery of emails sent from Zoho Writer. Your organization
Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Update (May 2025): Outlook introduces similar email authentication requirements Following Google and Yahoo, Outlook will also enforce new email security rules starting May 5, 2025. Bulk senders must authenticate all emails using SPF, DKIM, and DMARC to
The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, California
Anonymous fields in survey
Hi there! We are looking to run an election with Zoho Survey. We need one feature that I am not sure if ZS can do: once someone submits a survey we need their answers tallied but kept anonymous from the Survey admins. This is to prevent the survey owners
The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, California
Books add custom field below table
I want to add a custom fields that sits below the table and notes field. Right now i can only create custom fields at the top of the page.
How do I turn off the time
I want all our timesheet entries to be manually entered and remove the Timer option altogether. When I go to toggle it off, it give me a warning that "Tasks and Issues have running timers. Click here to see them... " etc. However, when I click on that
Adding new Cliq channel user to associated Zoho Project
Hi all! We have deeply embedded Zoho Projects into Cliq and use it as our company-wide task system. Challenge: Every time we add a new person to a Cliq channel, we then have to go to Zoho Projects, find that project and add that person to the Zoho Project
Delay in receiving emails
Mails reach me only after 30 min delay!! Pls look into it.
Custom Function to Count the Records in a Related List
I am looking for script for a custom function for a Zoho CRM workflow to count the number of records in a related list like is shown in this custom employee count video: https://www.youtube.com/watch?v=wA8GMVk57Jk Can you send me one?
email opt out is locked
I've got a webform on my site that sends (correctly) all data to zoho crm leads; however, when I submit, the lead is always opted out of emails even though I'm passing the details mapped appropriately (screen shot: https://share.thepurplepiggybank.com/QwuX6P9w).
VAT return for previous quarter
Can you explain me how to record the previous quarter VAT return in Zoho books?
Does a workflow stop when somebody responds to an automated email?
We have automated email workflows that are triggered when people sign up for specific lists. Sometimes it's 1 email, sometimes 3, sometimes 5. When somebody takes a particular action on an email, we'd like the email automation to stop and our sales reps
Zoho Social: I have a limit of 4 images when posting a carousel. Can this been changed?
I am limited to just 4 images when uploading to Zoho Social which is frustrating when I need to post more than this in one post. Please can anyone help?
Tip #2- How to start a session in Zoho Assist- 'Insider Insights'
Hello everyone! We, at Zoho Community, are thrilled to reconnect with you this week and share another new tip. In our previous post, we talked about remote support and unattended access. Click here to read about it if you missed it. This week's tip explains
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