Related Lookup Fields
Good day guys, Is it possible in Zoho CRM to relate lookup fields? Here is an example for what I mean. I have the following Accounts, which should be related to these Contacts; When creating a new deal, I want only the Contacts related to the chosen Account
API Throttling or Slowdown with Facebook
Not sure if the bottleneck is with Zoho or Facebook but frequently getting this error with an earlier post stuck with Facebook: Please wait until the ongoing post is finished publishing before creating a new post.
Queue Up Second Topic When the Current One is still in Progress
When we select multiple social media accounts and post content, the progress bar at the right showed as below. Instead of showing this would appreciate if the second post is allowed and queued up to be taken after the first one is complete. Please wait
Linux app. Link to another note is not working, when notes are filtered.
Step: 1) Filter notes by a tag (or by the Favorite, or by a Notebook). 2) Open a note. 3) Click to a link to another note -> click to "Open linked note" Result: A note hasn't opened. If notes are not filtered (the page All notes), link is working. Look
CRM Buttons
I want to make a custom button in the CRM. I want the button to take me to that specific customers invoices in zoho books so I can then take a credit card payment (since CRM does not do that). So if I am in Sally Maes contact in CRM I want the custom
formula to get current sheet name
What formula can I use to get the current sheet name? In excel I could use - MID(CELL("filename"),FIND("]",CELL("filename"))+1,255) In zoho sheet, there is the "sheet" function but how do I get it to return the sheet name instead of the sheet number. The reference page is not very clear on this thanks
Using Javascript in Templates
Hello, I would like to use Javascript within the template to perform advanced display control. When I searched for it, it seems that there has been a similar request for 6 years, but are there any plans to add this feature?
VOIP pbx that route calls based on ticket number
I'm looking to see if there is a VOIP/pbx system integrated with Zoho Desk that allows you to assign the call to the agent based on the ticket number. Anyone have experience with this?
Ability to search via permalink
When you make a KB, the subject you first use is the permalink. Should someone go back and change the subject, the permalink will stay as it should. But if you then delete that KB and it is sitting in the recycle bin, that permalink is still taken, and
Reply Emails to customers automatically uploaded to CRM via Outlook
Hello, I'm just wondering if there is such a function. I would like to continue using my Outlook in combination with ZohoOne. If I now reply to a customer via email, this email should be automatically archived in the corresponding customer data record.
iFrame not Showing on mobile phones
Need help why iFrame is not showing on mobile phones. I have iFrame in a html snippet in zoho creator. It does show on desktop but when I tried on mobile phones, it isnt showing anything. It's just blank. Is there anyway I can do to solve this?
Remove Rows with Duplicate Cells
I need to search a column for duplicates, then remove the entire row of that duplicate. I do not see how to do it easy just like Microsoft Excel (which I no longer have access to). *I'm using the built-in "Data Cleaning" tool. I'm able to highlight all
Can't receive mail from LinkedIn
I recently created an e-mail with zoho for my squarespace website and i set it up correctly as far as i know because i can send & receive e-mail between the zoho mail and my personal g-mail and hotmail accounts both when i login to zoho and on my phone. however when i go to linkedIn to create a company page for my business (which requires a business email not a gmail/hotmail/etc.) LinkedIn says my e-mail is good and that they're sending an verification e-mail to my business inbox with instructions
Mobile App Does Not Render Slides Correctly
This is related to another post of mine. So I created a slide deck. It looks on my Web browser exactly the way I think it should. Here are a few slides from the deck. However, these same slides, when seen on the Android mobile Zoho Show app (version
Allow Telegram users to connect with your operators
SalesIQ now provides an easy way for your visitors to engage with your operators. This integration helps your visitor to instantly connect with SalesIQ operators via Telegram messenger without having to navigate to your website to initiate a chat. Telegram
Simple Email Notification on Chat Initiate
I have all of our other notifications set up for chats in SalesIQ, but I have an employee who would rather receive basic email notifications when a new chat comes in. Same type of notification as desktop notice or sound playing, but the system would also
Is there a way not to ask whastapp users for email when they send a message?
Hello I have activated the name and email form for visitors on the chat , but i would like that clients that sends message from whatsapp do not get asked for the email when they send a first message, just visitors that start a chat via website should
Delay in chats
Good morning. We are experiencing a large delay in posts sending in Cliq this morning. Then after it does send, the post is posted twice. Any advice?
Assistance Required for Zoho SalesIQ Chat Widget Implementation
I am currently facing challenges with setting up the Zoho Sales IQ live chat widget within my React application. My requirements encompass the following functionalities: 1. Visitor Routing based on Chat Category: Upon initiating a conversation through
Images are not loading on post sections and shows a blank placeholder
On zoho social I'm seeing blank placeholders on the post section even if the post has a image attached from it. This happens regardless if I posted manually on facebook or from zoho social. Issue is happening on Facebook, Twitter, but works on google
How to add a new row in the middle of a subform
Dear All, I know that with the buttons in the subform I cannot do it but I was thinking if there is any 'hack' way via deluge. I have a subform and I fill the first 10 rows for example, then I click submit. For some reason I want to edit again this record and add a row between the 3rd and 4th row in the subform. The manual way is to delete all the rows under the 4th row and then add here the new row Is there any way to do that programatically? I know that with the Add Row we can add rows only in
Zoho Recruit throwing 'Internal Server Error' in the hiring manager approval process
Hi, Zoho Recruit is throwing an error when our hiring managers are trying to approve or reject a candidate from submissions. Anyone else facing this issue. Support has not been able to figure out the issue so far
Zoho Recruit throwing a 'Internal server error' while hiring managers are trying to approve or reject a submission
Hi, Our hiring managers are facing an issue while they are trying to reject or approve a candidate submission. It throws an internal server error. Support is helpless so far. They simply give a standard response saying that their dev team is working on
Someone here developped a way to automate the backup task?
Hi, like many people here, every week I take the crm's backup, download it on my computer (ish... not good for security), upload it somewhere. All good. It's my monday routine. We want to have a daily backup. I don't want to do this daily. I'm thinking
Adding Secure Notes, Credit Card details
In 1password/Bitwarden one can store Secure Notes, Card information, ID card details. Are there such options available in Zoho Vault?
Give the ability to access icon gallery when creating\editing a password
Hello, when adding a site to Zoho Vault, there's the possibility to choose an icon from a predefined gallery: It would be awesome to have the possibility to access the icon gallery when creating or editing any password on Zoho Vault. Thank you Anton
I can't paste in mail
I have a problem with Zoho email. When I need to paste something from the clipboard, I can't do it. I can paste everywhere except the body of the email. I thought it was just me because of some configuration I had touched, but I have other coworkers who
Using Purchasement only
hi is it possible that i can delete all of sales system in zoho inventory management? since im only need use of purchasing and stocking inventory other than that is not functioning for my bussines
Associate a contact to a contact
It's easy to understand concept a Contact associates with an Account. But in my business perspective, how can I associate a Contact to another Contact? The use case is: we know 2 contacts are the same person, but due to business requirement, we don't
Resource utilization report + Zoho People: wrong workload color?
Hello, I use Projects + People in order to sync hourly and daily leaves and have a clear view of workload and available resources for each task. I see the Resource Utilization report and the task creation start/due date calendar have different behaviors
Redefine customer experiences with Blended Conversations
Zoho Desk's Blended Conversations feature is here! Blended Conversation is a fruition of Instant Messaging framework and the Guided Conversation bot builder, a low-code platform for customer self-service. The IM framework helps businesses seamlessly integrate
Attach two user-defined PDFs for a form submission?
Hello, I have created two user-defined PDFs for a form. How can I now attach both PDFs to the notification (e-mail) for a form submission? I can only select one PDF in the settings. Best regards Joerg
Print Folder Document List
I want to print a list of all the documents I have stored within a particular folder in Zoho Writer. To my surprise I couldn't find a means of doing this even after some extensive searches. I must be missing something obvious and if anyone could enlighten
Ticket assignment: load balancing ruins round robin functionality
Let's say you have two agents, agent 1 and agent 2, and you want the round robin assignment to evenly distribute incoming tickets between them. The way the load balancing seems to work is that ticket 1 goes to agent 1, but if they close it before ticket 2 comes in, their load is back at zero, so they get assigned ticket 2 as well, and ticket 3, and so on. So unless there are a lot of tickets coming in at once, one agent will receive a lot more tickets than the other, which ruins the round robin functionality.
Automation #5 - Configure Round-Robin without Load Balancing
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. In Zoho Desk, Round Robin is
Round Robin Assignment to offline agents in Zoho Support
Is it possible to assign tickets to a round robin of reps regardless of their online/offline status? Eg We want to assign certain tickets to a group of people at all times, even if they're offline because the SLA allows enough time that tickets can sit
Kaizen #112 - Signals in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss Signals in Zoho CRM. What are Signals in Zoho CRM? One of the most important aspects of any business is staying on top of customers' needs and understanding
365 Calendar doesn't sync properly with Zoho CRM calendar
Hi, Following the recent update, we assumed that all entries in our 365 calendars would be synced with Zoho, but they're not. We still can't see repeat entries. I thought it might be due to how long ago they were first added, so I added a new one and
showing calendar weeks
Hello all, we are using Zoho Projects and I have a question is it possible to show calendar weeks in the calendar of Zoho Projects, like week 4 next to the days 20th till 26th of January and so on, this would be really helpful. Does anyone know if it is possible or not? Thanks in advance for your replys!
Office Integration
Team, We have integrated zoho office in our web application. Everything was working fine. But recently we are getting error message for excel and power point files when we save. The error message is "unable to save files". Actually the file got saved.
Next Page