Parent ticket or Case
We have a gateway, that if down, will affect different clients. I am wondering is there a way to group or classify tickets based upon a particular centralised or common issue. They should all be resolved once the root cause problem (Gateway restored for
Linking Tickets
Hello, within our organization we often receive email quotes request from our customers/end users. We then take that information and send out email request to several different service providers ( all different email chains). is there a way to link the
Further linking from child ticket is not possible
You are not presented with any linking options when you want to link a child ticket to another ticket ( I have realized that you are calling a relation between 2 child tickets as "peer child tickets" ). The button at the bottom of the sidebar reads as
Parent-Child Ticketing: Additional Link Type request
We require at least a 2. type of link ( 3. type if you count "Parent" and "Child" as 2 different linkage types) between tickets which doesn't force you to set one of the tickets as the "Parent" and the others as "Child"s. Sometimes we can receive tickets
The Parent-Child linkage gets broken on re-cloned tickets
Our agents sometimes do create clone tickets from already cloned ones. On such occasions the re-cloned ticket doesn't show any linked tickets on the "Parent-Child Ticketing" sidebar but the "Associated Type" field still includes the original tickets linkage
Merged/Deleted linked tickets are not being deleted from the Parent/Child extension list
The mouse pointer turns into a "Not Available" icon but it's hard to notice this change and also even if you notice it then the message is not clear. I've tried to understand what was going on a few times before realizing it. The link to the old ticket
Get parent element ID [Parent-child Ticketing Extension for Zoho Desk]
Hello, we would like to use the Parent-child Ticketing Extension for Zoho Desk but apparently there is no way to get the parent element. Of course you can see in the ticket detail view to which parent element a certain ticket is assigned but that's where
Is it possible to automatically link tickets between departments via any of the automation features?
For example is it possible to define an action which sets an association between the 2 tickets when we forward a ticket to another department. I have checked the blueprint transition actions, custom functions etc and I can see that "Associate Type" is
Linking tickets
The ability to link tickets, having one being the master ticket and others being child tickets would be awesome. Last week we had some issues that affected customers in different ways, but was all related to the same thing. Grouping them would be very helpful.
Account Last Activity Time field
Hi, Is the Account Last Activity Time field supposed to be the time when the Account was last contacted? If that is it's intention, it is not working correctly. It seems as though this field updates every time the Account is modified as well. Are there plans to have a field that is related to the time an Account was last contacted like "Last Activity"? This would be very helpful in keeping track of when the last time we contacted our customers and non-customers.
Wholesaler: "Ship To" Company Name Field Missing for Carrier UPS labels
We are a wholesaler, so we ship orders for our retailers directly to their customers. In zoho we enter the retailer as our Customer and add their customer as the "ship to". The problem is: when we create the UPS Carrier shipping label, zoho pulls the
Zoho Sprints app update - Android
Hey Zoho Sprints Community, In the latest Android version(v1.2.8) of the Zoho Sprints mobile app we have supported a list of fantastic features. Here are those: 1. Timer Feature: With Timer, you can seamlessly Start, Pause, Resume, and Stop timers directly
CRM current date inserted into quote
Hi, does anyone know if and how it's possible to insert the current date into an inventory template like a quote? Of course, I could create a new field in quotes, labelled current date and set the date to today when I create a quote. However, I am looking for a way to automatically include the current data when I export the quote to pdf (which might be a day after the quote was created). regards, Maria
SLA - Stop Email Notification
After establishing SLA Rules for tickets, I am receiving an email notice for each ticket if the agent does not respond within 2 hours. Is there a way to only receive notifications through feed or something similar, rather than receiving an email alert
Tip of the week 84: Leveraging your online store's product imagery
Cover image It's a well-known fact that product imagery occupies a crucial spot in every e-store owner's checklist. As an ecommerce business owner, you were probably very diligent in uploading aesthetic and attractive images to your store. So it's only
Render JS Script on specific location
Hi, I'm trying to add a countdown timer with this JS script : <script> // Set the date we're counting down to var countDownDate = new Date("Mar 31, 2024 00:00:00").getTime(); // Update the count down every 1 second var x = setInterval(function() { //
Send Text / SMS to a Lead - what is the simplest method?
We would like to send quick texts to leads in CRM (not triggered by workflow). What is the simplest method to do this?
Error when saving Canvas Design "Data loading is still in progress. Please save the view once it is complete"
Hi I'm trying to save a canvas view but I keep getting the error message "Data loading is still in progress. Please save the view once it is complete". I've waited, reloaded, rebooted, cleared cache and still get the same message. Any help please? Thanks
Running Custom Function in Workflow Rules
If I am running a custom function in workflow rules and it asks me for input for the deal ID when I click save and execute. But when I click save it says successful. How can I get it to give me all the records? I'm trying to create records from deals
recordCursor not updating in V2 Bulk read download/result endpoint
Hello- I'm making calls to the V2 API using the bulk read on a report that's got over 1 million records in it. I'm able to successfully request, check status and download the first batch of records. The response object header in the first batch comes
[Free Webinar]Learning Table Series - Creator for the Retail Industry
Hello Everyone! The first step is the most important part of any endeavour—and with this fresh start to the year, we're elevating the Learning Table Series to new heights. Here's to more shared success in 2024! 12 months, 12 industries The Learning Table
Zoho User Group (ZUG) Meetups in India - Zoho CRM & Book Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to
Pomodoro tracker
Greetings all, how about adding a small pomodoro tracker to the program, thanks
Fetch Contact removing trigger values
Hi all, I have a Flow set up that connects Elementor Forms with Zoho CRM. I have also set up Google Ads tracking between Ads and CRM. Because you can only input a value to the GCLID field on create, I had to amend my flow to check for a record's existence
Building extensions #5: Integrating applications with Zoho Projects through Connections
In our last post, we discussed the essential features that a Zoho Projects extension can provide. Starting with this post andin every subsequent post going forward, we'll go through each of those features in depth, one by one, with an example use case.
Audit Log via API
Is it possible to fetch an audit log .csv file through a ZoHo CRM REST API instead of manually, through a dashboard? If not, is there another way to fetch user activities through the official API?
How to make average with zoho deluge
Hi, i have two modules A. Courses B. Grades Grades module are related list in module Courses his API Key his "Reatedlist2" in module grades i have 10 records that associate to one record of course. In the grades module, there is a number of data on which
Dashboard From Multiple Reports Databases
I have a number of Databases within Zoho Reports that each have a couple of KPI reports. So that management don't have to log into each Database and find the KPI reports, is there some way I can integrate. My preference would be a new Database that can import the relavent data from the different Databases. However I believe this isn't supported. Is this being considered in the future? Alternate method would be to have some sort of Dashboard that links off to each report. This would however need to
Zoho France en 2023 : rétrospective de nos activités
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Activities Invite Mailed By Using Own Domain
Hi Folks! When I send a meeting invite to someone, mailed by is under zoho's domain. Is there anyway to change it to my own domain?
Zoho Creator User Group meetups in APAC!
Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across the Asia Pacific region. We invite you to join us for an exciting day of learning and fun. Our meetups are a great
"Public - No Access" Data Sharing Setting
Would it be possible to add a Data Share Setting level between private (where the record does not even appear in the module view) and public read only (where everyone has the ability to access and read every detail from the record)? I want everyone to
Update payment method
Hello, Can you please provide instructions for how I can update the credit card information for my Zoho account? Thanks, Giles
when a subform is created does it create a related list or a link between the two modules?
Does a subform create a related list or a link between two modules? I have a module call Deals an i have a module call Product I created a sub form in the deals module to bring data from the product module and custum formulas But the cuestion is ¿When
Sent e-mail dissapearing
Hi, using Zoho e-mail web client (https://mail.zoho.com) and paid version! For some reason sent e-mail folder shows only for past ca 6 months, not older. This is crucially important, where have the e-mails gone?
Books invoice reminder, without the pdf invoice in the attachment
We need to create Books invoice reminders, but without the pdf invoice in the attachment, is there anyway to do it based on the invoice due date?
CRITICAL [ ! ] Zoho apps do not load / not usable EU
Hello, we experience massive limitations in terms of accessibility (load times) when Zoho apps are opened. The load times are so long that it is not possible to use the apps. These limitations apply to all apps. I am asking for urgent assistance. Thank
Can't send emails due to unusual activity?
Hi, am I blocked from sending emails? Just getting back started using my email through Zoho and can't seem to send any emails now keep getting this blocked from sending due to unusual activity message. Can this be resolved?
Responses To My Survey Are Not Being Collected
For some reason, the responses of at least one person who responded to my survey were not collected! I sent the survey to at least 10 people today (at least six of whom I am trying to gain as new clients) - so far, I've logged about 22 visits to my survey and only four responses - I know the number should be at least five (because I have had five people confirm they filled it out). Help! I need the data from my survey for a presentation on Thursday the 31st and have already sent a Help Request!
Add to Outlook Button Not Working
Hi In the confirmation email for appointments booked when a client clicks the add to outlook button instead of adding the appointment to their outlook calendar it takes them to microsoft to download outlook. I cant find any settings I need to amend to
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