EOL of Universal Analytics and an introduction to Google Analytics 4 (GA4) in Zoho Desk
Greetings! Universal Analytics was sunset on July 1, 2023. Google Analytics 4 is now supported in Zoho Desk. We are thrilled to introduce Google Analytics 4 (GA4) to enhance your Zoho Desk Help Center experience. GA4 is an analytical tool that provides
Export to PDF/Print UI Upgrades?
By The Grace of G-D. Hi, As you know, When you try to export PDF or Print a record using Inventory templates, the UI is very small (Even if you play with the window size). It is not compatible with the screen size. This is VERY annoying. Do you have any
Zoho Show api Parameters and 'callback_settings'.
Hello, I've been trying to integrate Zoho Show api to edit and save presentation files located in AWS S3 bucket. I was able to successfully do that with both Zoho Writer and Zoho Sheet but apparently can't get Show api to work properly. The editor says
Code Commits and Changesets for Tasks?
Hello, Our team is currently looking for a way to link our git commits (made through gitlab) to tasks that we're working on. I have found and tested using changesets with bugs, which works great. However it appears that changesets do not display for tasks.
Getting Distinct ID Count based on the date range
SELECT "Opportunities.Entity", count(DISTINCT("Opportunities.Id")) AS 'Total Opportunities', if(MONTH("Opportunities.Created Time") = Month(Now() - 1), count(DISTINCT("Opportunities.Id")), '0' ), count_if(MONTH("Opportunities.Created Time") = Month(Now())
指定ページにログインできない
現在、3名利用で無料版を利用し、有料版を検討している者ですが、2名は利用できているのですが、追加した1名が、何度ログインしても、何もデータの入力されていない真新しいページにしか入れません。 どういった原因が考えられますでしょうか？ VPNが原因かと思いましたが、切断しても状況は変わりませんでした。また、スマホアプリでも確認してみましたが、同じく、指定のページには入れませんでした。 ちなみに、現在データ入力されて利用している指定ページには、追加した人間の名前は追加表示されています。
Zoho CRMで見積書作成時に商品名をルックアップだけでなく1度限りの手打ちでも入力できるようにしたい
見積書作成時に商品を作成せずとも商品名の欄に好きな文字を入れてエラーにならないようにする方法が知りたいです
Notifying User of a New Lead or Contact
How do you setup a workflow or notification to a company user that a new lead or contact has been created? We are also looking to create a task for that user to assign a follow up phone call within 7 days of them becoming a customer. Thank You
Change language of an article in HELP CENTER
Hi, we first had the Zoho DESK set in English language and made some articles in the HELP CENTER. Now we changed the language to Dutch, but the Articles are only visible when I choose English in the HELP CENTER. Can I easily change the language of the
Priority Email
Hello, I would like to ask if it is possible that when a user opens a ticket via email he can also set the priority to for example High. We only use the free version of the ticket system. Thanks a lot With kind regards Jamal Al-Jibouri
Adding logos on all your slides in Zoho Show
Hi, I would like to add my company's logo and Zoho logo on all my slides in my presentation. How can I do that? Can I add an image to the footer? Is it possible?
Problem tracking $0 cost inventory (items that were produced, not purchased)
Hi. As a beekeeper, I 'produce' inventory items such as honey, beeswax etc. All these items are essentially zero cost as there is no vendor I am purchasing them from. Additionally, the items have variable sale $ values - for example, 1kg block of beeswax
Hoe kun je Nederlandse loonstroken boek in Zoho Books?
Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.
Services reminder notifications for Bookings
Having difficulty disabling the Service Notifications from going into Staff's microsoft outlook calendar's. Have gone into Workspace to turn this off as well as the individual service notifications but staff are still receiving "reminder" emails. Is there
Zoho Marketing Automation - Automatically adding contacts to Topics
Hello everyone, We are starting to play with Marketing Automation and we made some topics base on product. This is working fine we got the sync with the CRM working. When you make the sync you can select a topic so we made a catch all. now we have the
Get warehouse ID and warehouse name from Get All Items API Call
Is there a way to have the warehouse datapoints be called in when doing a get all items API call? I see that its included when you call one item, but my client has a lot of items and we would surpass our API call limits if we were to do it one by one
Footer needs to be static and be anchored to the same place on every page
The footer needs to be anchored to the bottom of the page - in the same place every time. When I show footer and if my data runs long - the footer shows up on the next page. How do I 'fix' the footer to the bottom of every page in the same place no matter
How do I transfer Zoho Mail to Gmail?
As we all know, Zoho Mail and Gmail are two of the most popular cloud-based email programs. The main reason for the migration of Zoho emails to Gmail is that the requirements and expectations were not met satisfactorily. Both Zoho and Gmail provide consumers
Convert Estimate To Invoice - Consider Billable Items
Consider this scenario: An Estimate is created and sent to the customer. Estimate is accepted. If it includes items that mus be procured / ordered, then those items are ordered. Those items are entered on a Bill where they are assigned as billable items
A custom function creating invoice in zoho books, from zoho crm deals is not working anymore
Hello everyone, We had made a custom function creating an invoice in zoho books, from the deals selected in zoho crm deals. It was working perfectly fine, but all of a sudden, it is not working anymore. Does anyone have an idea of the problem ? I re-synchronized
SPF Configuration for Google Domains
I have been trying to get the email set up for a domain hosted by google domains. I have been able to get everything to work (domain is verified, MX records are correct, and DKIM has been set up) but following your support documents I have been unable
Z101:Oops! Something went wrong. Try again later
Hello. Im having this error. A user on my organization was disabled and when i try to enable it i have this error "Z101:Oops! Something went wrong. Try again later" . i have tried to delete it and same error. Please need help
IMAP blocked
For 5 days now, my IMAP has been blocked. I use my iPhone and mac Mail apps to access my mail with a VPN. As seems to be a common theme on here, Zoho have blocked my account for no reason. I now cannot access my emails or data other than via webmail -
Server Down - Delay in application refresh, Creator tool issue.
Hi All, I am facing few issues while working on Creator mentioned in the title. Is it happening to anyone else? Thanks
Daily report of completed tasks
I would like to get an email with the list of tasks that were completed each day. I'm thinking there's possibly a few ways to do this. If this isn't possible in Projects, we have CRM Plus which includes Analytics. I'd prefer to have the list of completed
Please contact support@zohomail.com for further details
Hello, Am trying add my domain or enable mail hosting it gives this error, This Operation has been restricted. Please contact support@zohomail.com for further details Please help me add my domain "amazoniaclub.com.br". i want test your hosting for my
If formula
How do I create a formula, such that if a cell with a checkbox is ticked, the previous cell containing the date of activity is erased and checkbox is empty again
geoapify API
I'm unsure how to do this. This url "https://api.geoapify.com/v1/boundaries/part-of?lon=-94.9368478&lat=38.7965975&apiKey=c5d7af51995f42b7b310e0554604e9dc" shows a bunch of info. I'm sorry as I'm not familiar with coding, so I apologize if I do not make
Zoho CRM Extension Install function - check if a global variable already exists
The default install function creates some variables that are used for storing certain information for the user (e.g. app settings). The install action is running on update as well as a fresh install and is overriding these custom variables to there default
Issues with Email Configuration in Zoho CRM
Hi there! I hope this message finds you well. I am seeking assistance with the email configuration in Zoho CRM. I am a user of Zoho Mail and have two email accounts, which are essential for my business. However, I am facing difficulties while trying to
Download bank statement in PDF/Excel format
Hi Team, Please check and confirm if we can download bank statements in PDF/Excel format from banking module in zoho books.
Project option to accumulate work hours on the work hours date vs Task creation date
I'd like to suggest an enhancement to Projects to roll up logged work hours based on the work hours date vs the task date. As an example, we have monthly support contracts where we need to track the number of hours worked during a given month. The way
Can I combine sales target into sales report? to show target completions or so?
Dear all, now I have sales report in CRM, to see each sales person's data, but , can I also add his/her sales target in the report/ graphic? so that I don't need to download data to excel and generate other reports. thanks.
Guided Conversation Enhancements: Send and receive locations during chat session and view flow metrics
Hello everyone, We are excited to announce two new enhancements in Guided Conversations. Earlier this year, we introduced Guided Conversation, a self-service platform that allows organizations to empower their customers and employees to find solutions
Zoho Books and POS system
Hi there, I've just signed up for Zoho Books and searching for a POS for a small retailer which would integrate with Zoho books. Could you please suggest a affordable and compatible POS software? Thank you,
How to prefill fields for the recipient
Here's part of the Deluge code: 'Startdatum' and 'Einddatum' are fields defined as 'Recipient: Prefill by you', while 'Naam' is defined as 'Recipient: Guide'. Above code correctly fills in 'Startdatum' and 'Einddatum' in the form, but fails to pre-fill
How can we allow for part time employees in the resource utilisation chart?
As far as I know, currently working hours cannot be set for individual employees. (If that is possible - please let me know how). How can we then assess the utilisation of specific people if they are working part time?
How to disqualify response that has a low score?
I want to make screening questions based on their SES. Typically, to figure out SES, we ask their income, expense, number of people living. All answers are weighted with a score. EXAMPLE: Income $100 - $200 scored 2 Expense $100 - $200 scored 2 Number
What's New in Zoho Expense: May - June 2023
Hello customers, We're back again with new features and enhancements carefully curated to make your expense management experience more seamless and efficient. A new edition, new permissions for admins, exciting mobile app updates, and more are in store
何度ログインしても会社のzohocrmに入れず、新しいzohocrmが表示されてしまう
何度ログインしても自社のzohocrmに入れず、新しいzohocrmが表示されてしまいます。 現在、3名利用で無料版を利用し、有料版を検討している者ですが、2名は利用できているのですが、追加した1名が、何度ログインしても、何もデータの入力されていない新しいzohocrmにしか入れません。 どういった原因が考えられますでしょうか？ VPNが原因かと思いましたが、切断しても状況は変わりませんでした。また、スマホアプリでも確認してみましたが、同じく、会社のzohocrmには入れませんでした。 ちなみに、現在データ入力されて利用している会社のzohocrmには、追加した者の名前は追加表示されています。
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