How can we prevent the requester from reopening a closed ticket
As understood from your documentation "Closed" tickets will be reopened if a customer sends a rely on that. How can we prevent that and mark a ticket as permanently closed when no reply can re-open the ticket. Refer competitor behavior for easier understanding between the "Solved" and "Closed" fields Solved means that the agent has resolved the support issue. Solved tickets are closed, typically, a number of days after they have been set to Solved (the exact number of days depends on how an Administrator
Dynamic filter criteria (placeholder) in views (current user, current date etc.)
Hello there, from the everyday other software solutions one is used to the fact that one can use placeholders with regard to filters. It is not efficient to filter based on the current date and have to edit the filter every day to manually change the
How to reset formatting to default font size (12)?
Hello, I've set the default font size for my replies in Zoho Desk to 12, but if I click the "Clear formatting" button, it switches the font size to 10 (which is the default for Zoho). How to configure Zoho Desk to use my customized default font size (12)
Zoho is not solving my Data Import Issue
I have reported a data import issue since 5th July, it has not been fixed and there is no timeline for it. Their team said they can import from their side but after 2 weeks till now nothing was imported. It means I am paying for a malfunction system everymonth.
No Incoming Zoho Mail that send using TLS 1
Some of people out there are still using TLS 1.0 for their email encryption. Just last week I didn't receive any email from that institution because they're still using TLS 1.0. I tell them to send that email to my Gmail account instead to my Zoho Mail
Send email when a new contact is added to a campaign
I want to attach a custom Deluge function to an event triggered by adding a new item to a related list. the specific use case is that I want a certain custom action / workflow to be invoked when a contact is added to contacts related list in the campaigns
API Running for one user and not for other
Hello, I created a WordPress plugin using the PHP SDK provided by Zoho, and everything works fine with my account. However, when I change the details like Client ID, Client Secret, refresh token, and User Email, the plugin stops working. I checked my
Zoho CRM keyboard shortcuts
Does Zoho CRM have any keyboard short cuts?
IMAP access suddenly stopped working
My IMAP access has suddenly stopped working. I can still send messages by SMTP and view my email online, but I cannot access IMAP. Thunderbird gives me the error "account is blocked." I have double-checked all server settings; nothing has been changed.
Power of Automation - Automate the task start date based on project start date
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically update the start date of the task same as project start date. After some experimentation,
How do I attach a JPEG email signature?
Hi guys, I have had a custom email signature made up by a third party (in the JPEG format), and I want to attach it to the bottom of my outgoing emails. But for the life of me I can't figure out how to do it in Zoho - does anyone have any simple instructions for attaching a graphic as a digital email signature in Zoho, please? Thanks a lot!
Send Attachment From Zoho Recruit to Email
Hello Zoho Developer There are other tips and tricks, if you are looking for a deluge script to send the Zoho Recruit Attachment in email, please have a look Deluge Code:- GetAttachment = invokeurl [ url: "https://recruit.zoho.com/recruit/v2/Candidates/"+candidateid+"/Attachments"
URGENT !! - PLEASE HELP UNDO!
I had just spent two hours drafting an email - which i had of course saved the draft versions of -- then, somehow, not by me - there was some portion of the email highlighted while I was typing and then when I typed again, the entire email disappeared!!! I CANNOT SEEM TO UNDO. THE VERSION NOW SAVED IN DRAFT IS THE BLANK EMAIL. WHAT HAPPENED?????? Why is it every time I decide to give zoho, one more go, THIS STUFF HAPPENS??? I am sick to my stomach. WHY CAN'T I UNDO WHAT APPEARED TO BE SOME RANDOM
【Zoho CRM】ポータル機能に関するアップデート：拡張機能に関するタブに対応
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、ポータル機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】ポータル機能に関するアップデートのお知らせ：拡張機能に関するタブに対応しました。
IMAP Not Working Consistently
I have an IMAP configuration with our users' Outlook email. While it's working properly and the sync is updated, it is inconsistent in the emails displayed in the record. Some emails appear and others don't. What might be causing this?
Teaminbox not receiving messages from Apple email accounts
All emails sent from the following Apple email domains to our Teaminbox are failing to be delivered: mac.com me.com icloud.com I have tested this with our staff Zoho mail accounts, no problems there. These messages are only failing to get delivered to
Importing Client Users into Zoho Project from Zoho CRM
We are Zoho One customers, and are just starting our journey to begin using Zoho Projects alongside a suite of other Zoho Apps. We will use Projects for all of our solution deployments, and have used Zoho Flow to automate the creation of a project when
Deluge example to associate a product to an account
Hello, Is there a deluge example to associate a product to a given account, or vise versa? I see updateRelatedRecords but it seems to only be related to time entry?
IMAP Configuration - filter by customers with no email activity
As part of purging old customer contacts, we want to run a report that shows customers that have no inbound or outbound emails through our IMAP configuration with Outlook. How would I run such a report?
Sample data (replacing merge tags) in preview prior to send
When a preview is approved, is it possible to see how it would appear with the merge tags being filled with data. The test send does not fill in merge tags. In the event the merge tag is blank, and in that case i would like a default item to be shown how can I do that. ie if not First Name of Client than it would insert "You" or similar Jay
Task issue
Last week I migrated all my tasks from a previous task manager into Zoho Tasks. I also linked documents, made subtasks, etc. When I tried to access the tasks on Monday, everything looked functional. When I click on the task, I get an error message that
How to send Email with attachment by deluge
Hi, Could you please share a deluge sample that send Email with attachment? the attachment source can be from Inventory Template(Better) or from record attachment. Appreciate. Thanks
Message section in Lead Overview doesn't Load
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, in the Lead Overview doesn't load messages. As you can see in the picture, the section keep in loading.
hoursBetween() returns zero
Why does this code: info current_date_time_zoho; info customer_sent_email_on; info hoursBetween(customer_sent_email_on, current_date_time_zoho); Produce this result with hours being zero? The answer should be 3. 2023-09-11T17:16:19-05:00 2023-09-11T14:58:51-05:00
Deluge Arizona Timezone is Inaccurate
Hello, We're running into an issue with the Arizona timezone. Zoho seems to treat 12:30 PM PST as 11:30 AM in the America/Phoenix timezone, however this is not accurate. If I understood correctly, almost all of Arizona is in Mountain Standard Time all
How can I Change Image/Photo Size which i inserted in your Notebook
I want to change the Photo size which i inserted in your Notebook Platform.
How to add Long-term assets?
How do we add long-term assets? I can only see two account types. 1. Other assets and 2. Other current assets. Need to add an investment in the bank which gives us interest. Which account does it go in?
Font size in ‘customer notes’
Font size in ‘customer notes’ hello, I was wondering if it was possible to have the option of choosing a larger font size in the notes section ? I have the standard template in use for my invoices, and I add my bank payment details for direct deposit
Delivery Note
Good day, currently the delivery note only provides a "Authorized Signature" how could i add the following: Full Name Date Signature Company Stamp as this is required by our customer as Proof of delivery
Running zoho account within Outlook
I have an EU zoho mail account. I can't seem to connect the zoho account into the Outlook App windows 10 Have tried all the options IMAP incoming imappro.zoho.eu and imap.zoho.eu outgoing smtp.zoho.eu Always get the following error We couldn't log on
Create Zoho CRM Quotes Using Zoho CRM API but Tax and Aggregate Field Not working.
Hello Team, I have wrote a deluge script to create the record in Quotes and update the same quotes, all things are working fine but line Item Tax value is coming more then 2 value after point, like 2.0002, 2.0036 I am also sharing the Deluge code, Please
Can I connect a Zoho Creator application to Custom Applications created in Zoho Connect?
I manage and Internal as well as an External Zoho Connect network and love the idea of their Custom Apps feature (essentially it's Zoho Creator built into Zoho Connect) and I'm interested to know if I can connect a Zoho Creator applications to Custom
Cancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?
Help Setting Up Contact Types Based on Webpage
Hi everyone, I'm new to Zoho CRM and could use some guidance on how to set up my contact types based on the webpage my visitors are using. I run a dog walking business and have created two weblead forms, one for potential dog walkers and one for dog owners
How to hide create button in moduel
Hi, Is it possible that hide the create button for user. Instead of they click and pop up error.
Options for subscription listing on customer portal page
How can I add the values of existing fields somewhere in the subscription info on the customer portal? The portal shows each subscription by it's Subscription Number, but we don't use that. We have two fields that we will like to have show up in the sub
Sipgate Phonebridge not working equally for all employees
Good day, We use the sipgate phonebridge with zoho CRM and desk in our zoho one account: One of my colleagues (Ben) is not able to use the phonebridge like other employees even though we have configured his account in the same way as the others. He has
Kennzeichnung "Neuer Artikel" im Shop
Wie kennzeichnet man einen neuen Artikel im Shop. Ich hatte ein Badge erwartet.
More description about between criteria in search records
//i tryed monthStart and monthEnd format 'YYYY-MM-DD' and 'DD-MM-YYYY' let url = `/crm/v5/Attendance/search?criteria=((Attendance_Date:between:${monthStart}:${monthEnd}))`; when i try to post request to this url i get this error. I cant see any description
Errors when trying to republish a CRM command center journey
Hi everyone, Is anyone having Server errors when republishing a command center journey? I have contacted customer support a month ago for the first time and every week since then and they keep saying that they're trying to fix the error. Just wanted to
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