Who would like us to agree on improving the users' experience?
1.1 When I fill the form for starting a conversation, you'd like me to decide whether I want to participate in that conversation. I don't see that this makes sense, because people start conversations in order to have them. That's why other software works
Change phone number format
In our CRM we have different phone number formats. we want to try a script that changes the format of these numbers. what we now have are numbers with +31 in the front this needs to change to 0031 as well as we have numers with a - or (space) inbetween
Function #14: Notify users about draft invoices
If you have been using Zoho Books together with Zoho Cliq to facilitate user collaboration, then today's function should be useful for you. This script automatically compiles the list of draft invoices and sends the details to a designated Cliq channel
Associate Lead with another lead
Hi, We are in travel (B2C) and our setup is a bit different that generic companies using zoho. We currently don't use the accounts module because we work with individual customers (who often change the group of people they travel with (family/friends)).
ZoHo CRM Task created from ZoHo Desk ticket?
Hello, I have searched the forum and did not find a clear answer. I apologize if I missed it. I am looking to see if there is a way for a ZoHo Desk ticket to become a CRM task. I have the intefgrations on and it is pulling the tickets in and matching
Zoho toolbar
I feel clumsy trying to switch between aplications. Is there a Zoho toolbar or navigation screen I am missing?
Old @zoho.com is now @zohomail.com
Several years ago I created this account and it was @zoho.com, now I see that it is @zohomail.com; how can I get access to my old @zoho.com domain, or access that old mail?
New Task Button on a Deals layout
Hi, does anyone have a "New Task" button custom function I could pinch? I've wasted too much time on it today. I'd be very grateful. Rob
Join the Zoho Recruit Canada User Group Meet-Up - Virtually Connect, Learn, and Network!
Hello, Zoho Recruit users in Canada! We're thrilled to announce our upcoming Zoho Recruit Canada User Group Meet-Up and this time, we're taking it to the virtual stage! Mark your calendars for an interactive and informative session on the 24th of August,
Zoho desk - 2Fa, Whitelabel
Hello, We're using GSuite and one of the emails is connected with Zoho Desk for support. We would like to enforce 2Fa but couldn't find option in the Zoho. Basically want to update the password of the email and then authenticate support email through
Sheet - Sum by cell color ?
Hi Looked everywhere for this and can not work it out. Can do in Excel, but not in sheets. In a separate cell, I want to add a sum of values based on a cell colour from a column. Like if it is green it is this value, then in a separate cell if it is red
Please can we have an edit link when viewing a related form from a list view report?
Its great that a list view can display URLS for lookup field values which give you a preview of the related form. However, without being able to edit the displayed record you tend to have to bring up and other browser window and locate the other record from its dedicated list view report. Ive seen complicated work arounds to bury the edit URL into a field which is the included in the linked record view but thats just nasty IMO. Please could zoho add an edit link into the view record popup.
Time-based Automations updates does not trigger Webhook
Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based
Monthly Release Round-up - July 2023
Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Additional options included for automatic spam detection While setting automatic spam detection, admins can choose from the following
Tip #9: Best integration for support teams
Are back-and-forth emails taking up more of your support team's time than resolving the tickets themselves? Communication gaps, manual processes, and a lack of centralized data can cause a number of challenges, but there is a feature that can speed up
Zoho Developer Community Archives
Zoho Developer Community is a vibrant group of developers who engage in enriching discussions and insightful exchanges. This community is all about fostering a valuable and nurturing platform that encourages collaboration and knowledge-sharing amongst
COQL - DATE() function doesn't seam to work...
Hi, I'm trying to get the DATE part from a DATETIME and I always get "unsupported aggregate function", is there another function to do it? How can we do a SELECT with an GROUP BY on a DATETIME if you can't use DATE to group by DATE and not the full datetime
Create Create Activities - Tasks
I have seen all the documentation re; customizing quick create menu on deals. Can that be done on Tasks? My users get really annoyed by having to click, 'more fields.'
cancellation
Hello, please I like to cancel my subscription
Cant recieve emails
i have added MX record and it has been verified, I can't recieve emails but can send. If i send email from other mail id, it reverts with address not found. Please resolve it ASAP
No option for the super admin to retrieve deleted cliq messages
In zoho cliq there is no option to retrieved the deleted cliq messages i think there must be some option for the super admin to retrieve those deleted cliq messages because sometimes user deleted the confidential business information by mistake, in that
Create folders automatically in Zoho Workdrive based on Module action
Hello, I know this is kind of a stretch, but is there any way to create a folder structure automatically when a Deal reaches a certain stage? Thank you!
Work Order Management
I am looking for an all inclusive work order management system. I need something that can track work orders, return statistics, handle inventory management, track employee and contractor performance, etc... We also receive grades on several different
File sharing broken?
Did file sharing options change recently? The options dialog doesn't match the help documentation. I try using both "Members with Access permission in WorkDrive" and "Members of TCA team in WorkDrive" with edit privileges and the result is view only when
Multiple Ticket Classes
The number of Ticket Classes is increasing very fast for our event due to multiple ticket combinations. For example, we have five (5) ticket categories - Member, Additional Member, Non-Member, Youth and Guest. The Premium version allows five Ticket Classes.
Would you please develop a Windows version of Notebook?
Zoho is an almost-perfect tool for us college student. It's free and easy to use. So would you please develop a Windows version of Notebook? We don't really wanna turn to use Evernote, which is kind'a expensive for students.
Reading extra fields of an invoice in the thank you note email
I have created a custom date field on an invoice but would like to retrieve that date and a few other fields when sending the user the thank you note, I have not been able to find the right info on automation etc. Please could anybody point me in the
Picklists for composite items
We are an electrical contractor. We moved to Zoho earlier in the year, due to the diverse functionality offered, and the reps answered 'yes' to all of our questions in relation to functionality (as well as the promise of the 'imminent' release of a service
Services can not be separated by Workspace in the Staff Booking Page
I contacted support with no luck and hope someone here might have a solution. I created a Workspace for my company and created three services. 15-minute discovery meeting, 30-minute deep dive meeting, and 1-hour comprehensive meeting. The staff I assigned
"Oops, something went wrong." on Google Drive import to Creator
This is peculiar, because I've been uploading records to my Creator app via Google Drive for over a year now, and it's always done just fine. However, over the last month or so, anytime I try, I get as far as attaching the file and then get a mysterious
Can I go back to old version of a Sales Order in ZOHO Inventory
Hi there, I was busy making some changes in a Sales Order but saved it by accident. Is it possible to go back to an older version of the order? Thanks. Kind regards, Leroy
ZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zoho-inventory.com for further assistance.
I am getting this error when trying to add Zoho Inventory to my Zoho One account. ZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zoho-inventory.com for further assistance.
Querying Stock Levels
I want to be able to populate a variable with the current stock level. I was expecting to be able to use stocklevel=item.get("actual_available_for_sale_stock") If I pull through the entire record, I can see this field has a value of 1, however when I
Click on Table Row to Edit
Hello, I am very new to Creator. Thank you for your help. I created a Report and added several Tables from Related Blocks. I want to be able to click on a row in the Related Block Table to edit the data. I am creating a Sales Pipeline App. The Contact
Properly applying payments to invoices from external website?
Hi Folks, I merrily thought that having my Stripe Payments enabled with Zoho and fetching payments daily (also accounting for the fees automatically) for my external web store hosted on Big Commerce paid out the invoices in Zoho. It does not. It simply
How to trigger a transition for multiple applications?
Hi. We manage a selection process with thousands of candidates. At some moments, we want to reprove hundreds of them (because they haven't answered and online test, for example), or move for the next status/stage the ones with a specific tag. I can do
Accepting Callbacks in a Zoho Creator application
Hello - I have a Zoho Creator application that needs to query data from views (asyncronously) in Zoho Analytics. Using the Zoho Analytics API, I can submit an Export Job that includes a CallbackURL, whereby Analytics will POST to the URL when the export
Do we have an update for Subform Hide/Show function
This gives an error invalid task in subform action - under >User Input of Field
3 URGENT Zoho Bookings Feature Requests
1 - One-on-one meetings: Allow consultants to book a meeting with multiple people at our client site. Currently, this is not possible. I need to book a meeting with a single point of contact, then they need to forward that calendar invite to the rest
Repeating a 1-on-1 appointment? Zoho Bookings
We are a company with a number of staff that visit multiple clients on the same day either: - Every week - Every 2 weeks - Every 4 weeks We currently use Calendly and GoReminders to manage the bookings and also manage the reminders (SMS & Email). We're
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