Average number of tickets per customer each year
Hey all, Can someone help me on how to generate a report in Zoho Desk that would give me the average amount of tickets per customer each year for the past 3 years?
Zoho Creator - 2023 Release Projection 2
Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new
How to avoid reopening of 'Closed' tickets on customer response
Has there been any advances in the last year that now allows the Customer to not reopen the closed ticked upon reply? We to find this a very frustrating issue when we are dealing with Global Clients and they just reply with a 'OK, Thanks' and that is enough to re open the ticket. If you can please let me know that would be greatly appreciated. Regards Chris
Trigger workflows manually in Zoho Support
You can now apply workflows to a request manually to trigger actions associated to it. On applying a manual workflow you can send e-mail alerts, assign tasks and update the values of the request fields. A manual workflow, unlike the automated would not check for criteria while being applied to a request. Configuring Manual Workflows You can set a workflow rule to be applied manually. Both existing and new workflow rules can be configured for manual application to a request. To set a workflow
System Tray Application
I'd love to see a small Windows/mac installer that would have a system tray icon with our logo. When the end user clicks the icon, this should allow the user to chat, or fill out a web form. This could also give the user the ability to include screenshots
deleting emails from a certain date to a certain date
Hi there, My inbox is getting full. How can a delete multiple emails from a certain date to a certain date?
Monthly Release Round-up - June 2023
Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Introducing Integration with Google Analytics 4 With Universal Analytics (UA) been sunset from July 1st 2023, we have introduced integration
Adding columns to the estimates
Hi, In our estimates apart from the "Qty" and "Rate" columns sometimes we need the duration column also for example 3 months / 4 months etc. How do we customize the estimate and invoices in order to add the duration column and multiply the three columns for the amount.. Thanks, Rajesh K Kishanpuriya Ideazfirst Marketing Services (P) Ltd Kolkata, India
Outlook not connecting to zoho pop server
Estoy atormentado con esto, no hay forma de conectarme al servidor zoho pop para que funcione en Outlook. He verificado, leído todo y probado pero sigue sin funcionar. Alguien puede ayudar con esto!!
POP3 Email Error "Services Unavailable"
Dear Sir/Madam, Please help on my few email account jeffrey@petratech.com.my sales@petratech.com.my irene@petratech.com.my POP3 Access failed, unable to download mail, get below Error message Authentication error. Server returned error "Service Unavailable" is it had limit quantity download of email for POP3? please help Thank again jeffrey
Zoho Resume Extrator - Access Denied Error
Hi Zoho Support Team, I'm using the free version of Zoho and I keep getting this error message when I try to add a candidate through Zoho Resume Extractor. Before that I also started getting an error that looks like this: Please let me know if there is
Unable to send
I have not been able to send emails for the past day :( any help is appreciated. I have used Zoho mail for 8 years. unable to sed message;Reason:554 5.1.8 Email Outgoing Blocked.
invalid domain ??
Rejection Reason in blueprint
I make a blueprint with mandatory notes but the problem is how to change to note to Reason and how to keep this record of that a particular thing is rejected due to this. for example, if i insert any reason then make a note the mandate it rejected due
Sort Order in Product Picking/Searching Pop-Up-Window
Hi, when I pick or search for a product in the purchase order section, is it possible to sort the products? Of what criteria determines the display order? For example I have Product A, Product B and Product C. In the field where you can searching for
HTML embedding in Zoho Analytics Dashboard
Hello, I am attempting to embed social media posts in a dashboard, however this is proving tricky. For example, if I want to embed an Instagram post, I copy the embed code from Instagram, but the result looks like the attached screenshot "Instagram Embedding".
logic based calculations
Hi can anybody help me? I need to plot of financial forecast from information in our CRM that splits a payment based on a bunch of logic statements. As an example: if supplier = A then split the payment into 10 parts, starting from three months after
How to create a URL link to include filtering on a field from an associated form
I have two forms Carbon and Emission Source. I am trying to create a filtered url hyperlink to a form called All Carbon which included a specifi field from the Emission Source form. The field in question does appear in the report to be filtered The field
See number of records in a module-view
Hi! We have recently switched from Zendesk to Zoho CRM and Desk. However, our operations team, has one major issue - they can't see how many records there is in each view. In Zendesk there would be like this; Open cases (12) On hold (9) Offers waiting
WIX DNS Settings Issues
Hey peeps. I have a website hosted with WIX and I'm having real difficulty setting up the DNS records to work with my Zoho email address. I have followed the guides and used the DNS settings 'wizard' in my Zoho admin console and everything comes back
Introducing Validation Rules in Zoho Recruit
Dear valued customers, We are excited to announce the introduction of Validation Rules in Zoho Recruit. Validation Rules are an essential addition to our software to help you maintain data integrity and ensure your recruiting process runs smoothly. Validation
SQL for rows before a specific date
I have a table below how can I extract the rows where check-time is before a certain day I tried WHERE "Check-In Time" < '2023-06-01' but i doesn't work. Can someone advice? Thanks in advance!
How to use Sandbox test widget
May I know what're the differences between production env and sandbox env? Our IT team would like to test their widget in sandbox but they don't know how to separate data. Maybe we have a global variable to identify that this is the sandbox environm
CRM Partner Access to set up CRM
I am having a problem having the customer add me as an admin so that I can set up their CRM. They are unable to add me to the CRM as an external user. Support said there was a conflict between Cliq and CRM. How do you gain access to your customer's CRM
Required custom fields in CRM
I am able to define a required attribute on custom fields in CRM though to my knowledge this only applies to layouts - when a user is inputting a value through CRM UI. I'd like to have the possibility of setting a required field on schema level - for
Trouble fetching data from parent and child form to input into another form based on lookup field
I have similar scripts for other forms that seem to work fine. i'm not sure why this one doesn't work. All data is from one form and it's subform based on the lookup field Accession_Number. The script was working until I added the child form lines. This
Problemas no recebimento de e-mail
Estou com um problema, observei que todos os dias na parte da tarde o Zoho mail para de receber e-mails e depois chegam todos de uma vez a noite, isso está me atrapalhando pois dependo do e-mail para o trabalho, dei uma olhada nas configurações e não
[Action Required] Requesting LinkedIn Pages integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Pages integration users, An important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Pages - Zoho Analytics integration, we request users to re-authenticate their existing LinkedIn
[Product Update] Removing inactive unknown visitors data in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As per this announcement in the Zoho SalesIQ community, the anonymous visitors data associated in all modules will be cleaned up/removed periodically every 6 months in Zoho SalesIQ. Hence, the removed data will not be available in Zoho
Blue print button
Hi there, I am wondering if there is any customization in where the blueprint button populates. Can the button be added to the list of field options that can be added to the deal card in my pipeline? I would really like to be able to have the button
Can't edit text in inventory template
I created a custom inventory template and saved it. Then I've opened it for editing, but it’s not possible to edit the text in the table and text fields. If I'm changing the properties of the table, I’m able to edit the text in the table, but text fields
how many records a workflow rule can apply?
Hi, I set a Workflow Rules for Lead Module. let say If a lead is created, then the workflow rules will automatically change the 'Lead Source' field in a lead record. I will create the leads one by one, not in a bulk, not simultaneosly. the lead is created
booking の顧客への自動メールの編集について
予約の顧客への自動メールが英語なので編集して日本語で送りたいのですが、どこを触ればいいでしょうか? 教えてください。
Zoho CRM Deal pipeline still showing hidden stage
Hello, My sales team required me to hide certain stages in the pipeline as they dont match our business processes. I went ahead and removed them from the pipeline. However when we click on "Deals", the standard view always shows "All Pipelines". In order
Keeping 'deals' in sync with sales orders in Zoho Inventory
Hey all, I have a function that generates a sales order in Zoho Inventory when a deal is created in Zoho CRM. I'd like to implement a function (or solution) that keeps them both 'in sync' after creation, trigged by an edit of the line items in either
outgoing email blocked
i keep getting this error when sending out email Reason: 554 5 1 8 email outgoing blocked
Hello Zoho Notebook community.
I had recently started using this app. So i did make note today and i did mention a name of my friend at the note. Later this evening i was checking for the dark mode on settings and i saw my friend's name there. It was written 'Rose' and when i pressed
Jira Integration Experience with Zoho Creator
Does anyone have experience integrating Zoho Creator to Atlassian Jira?
How do I get help?
Every other Zoho App has a button to get help with anything by chatting to someone at Zoho, why doesn't Zoho Campaigns have this? I can't connect to Zoho Forms as it says my email is connected with another organization. And I can't even get automation
How to edit a Note inside a Notebook?
Hi gang, 1. How to edit a Note inside a Notebook? It ought to be the most basic, simple and intuitive thing to find out how to edit the content in a Note inside a Notebook, however I can't seem to figure that out nor do I see it described in the Knowledge
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