use zoho.desk.getRecords to look for a specific agent using email
Is it possible to use zoho.desk.getRecords to look for a specific agent using their email? sample from https://www.zoho.com/deluge/help/desk/get-records.html does not provide a proper example on how to use the query_value parameter. Can anyone provide
Blog features and options
I have a few questions about the blog features in Zoho sites, and I would like to know if any of the below is possible. Is there a way to edit the blog page layout? i.e., change the "Read more" link to display it as a button. The current implementation
Missing fields in Zoho Analytics for Overdue Tickets
I'm looking for two fields in Zoho Analytics namely Is Overdue Is Response Overdue These fields exist in Zoho Desk but not in Zoho Analytics, and I require them in order to replicate a report in Zoho Analytics that I built in Zoho Desk. Any idea where
Does Zoho Sites support custom plugin/features?
As the question indicates, is it possible to add additional functionality using an external plugin/custom code? For instance, add a "scroll to the top" button to my site.
How can I access to "Links and Buttons" from Zoho CRM mobile apps
Hi there I'm just wondering, I set several links or buttons on the tab (e.g. Deals tab). These are displayed on the top (button) or the side (links) on the browser with PC. How can I access to these links or button by mobile apps? Best, Kunio
Integrating Pagesense Snippet using GTM: question on tag firing options
Hello, I'm integrating Pagesens on my website using Google Tag Manager. On GTM every tag as several "Tag firing options": Unlimited Once per event -> Fires every time there's an event (i.e. click on a link, page load, form submission) Once per page ->
Fetch data
Hi, I am trying to do the following. I have developed a plant database where I want to create an observation record from a plant record. So when in the plant record I click 'Observe' (Havainnot) which opens the Observe record. I want it to automatically
Sales orders custom views
There is only "Is" available in the filter fields ? We need "Is not" so we can filter out sales orders that haven't been invoiced etc please !
Unable to filter records contacts by email status
Super Admin in our company can filter records by email status as open but employees who are part of standard profile cannot see these filters. Bigin team - it is necessary for every user to identify contacts/leads by status of activities so they can take
Set expression for formula field on Zoho Creator
Hi guys, I am stocked with an apparently simple formula that should calculate the time between a “start time” and “end time” fields. Can some one please share some ideas to solve this? The formula field should calculate and show the time in hours and
Form Leading to other forms
Hi, I'm wondering if there is some way of creating a basic form to collect client information and then at the end of the form add buttons for them to go to another form that project specific. For instance if a new client is onboarding we'll always want
Website with field that is not saved
When typing username, password, and another field named "company ID", the username and password saves into vault but the 3rd field does not save. With other programs besides vault, I can right click and click "save password" where it gives me the chance
CRM Recruit Record Mapping
Many businesses use Zoho CRM and Recruit applications. These applications are often synced under Zoho settings. Issue here is, when a CRM Opportunity syncs with Recruit Job Opening, teams working on both the applications end up in searching the corresponding
Zoho Recruit constantly times out
It's impossible to use a product that times out 85% of each day since I've signed up for trial. There is no good excuse for this. Where is the server after ZOHO-CORPOR.ear3.Seattle1.Level3.net [4.16.169.214]? Inquiring minds need to know before we pay
Getting error 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2) when set up email relay on zoho crm
Hi there, I got the problem when I wanna set up email relay on zoho crm. here is the error message 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2)
Send and Close button selects the wrong Closed Status when there is more than one configured,
We have added a new closed status of Idea Logged. When we choose this it closes the call as expected. We have another team that assess the ideas outside of ZohoDesk. The problem we have is that when we use the Send and Close button on a Ticket it now
Trigger a custom function in a Zoho Sheet on range change
Hello, I have a custom function in Zoho Sheet that updates a Zoho CRM record. That by itself works. I am trying to trigger that function when a new row is added to the sheet. I thought this would be able to happen via the VBA editor, but I can't get it
Resume Inbox
I have just started my trial. I am trying to setup Resume Inbox. I have used Zoho Recruit before and there is "Add Email" button but I cannot find it now. ** I have added a Pop3 email under General -> Email Settings
Change font for Help Desk articles when printing
Hello, is it possible to choose a different font for the document when trying to print an article from the help desk? We actually use Arial as a default font + we applied Inter via CSS. Problem is: when I try to print an article, the page is printed using
Single Ticket Promo Code
How do I set up a promo code that affects an individual order - for example, two free tickets per order? Right now, I am only able to set the total number of promo code uses per event, not per order. If I set the limit to 10 total, the first attendee
Avoiding XML while creating custom related lists
Is there a way of defining custom related lists that does not require you to format them in XML as documented here? It appears in Zoho Books you are able to define these in the way you would expect (i.e. by just supplying the row data as a list of maps
Reversal of Bank Charges & GST
In the month of September, I had been charged by the bank 1000+180(18% GST) =1180 for two debit cards. Charges for one debit card was reversed in the month of October, i.e. I had 590 credit in my bank account of which 90 is GST. How do I get this entry
Export "Saved Form URL" in Entries CSV File
Hi, I would like to be able to use the current Export on the Entries Table but include the last "Saved Form URL" column so users can click on it to complete a form started on their App on the Web. Thanks Dan
Zoho Creator Upcoming Updates — May 2023
Hello everyone! We're back with more monthly updates after a short hiatus. During that time, we've been hard at work improving the user experience and adding new features to our platform. Today, we're pleased to announce a wide range of fascinating new
Create Meeting from custom module date feild
Hi, I'm setting up our CRM to reflect our business needs and have created a Course Schedules module, which takes a Course from a custom course module, and allows booking it in, with a start to end date and links it too students, trainers and other relevant
Understanding Data from Email Reports
Hello! I'm trying to understand how the data featured in the Email Analytics report is generated. Below is data from two CRM users: Month Sent Responded Replied Received User 1 January 2023 7 5 1 1 February 2023 28 4 2 1 March 2023 71 6 8 1 April 2023
Is 'Emails Replied To' a subset of 'Emails Sent'?
I have a simple question, Is 'Emails Replied To' a subset of 'Emails Sent'? Per this Zoho article on email analytics, it provides the following: Sent - Only those emails that are sent from Zoho CRM and SalesInbox will be tracked. Emails that are sent
B2b Sales timeline filter issue
Hello Team, We are into b2b our sales cycle if minimum 3 month, I am trying to create report to get the conversion ratio as follows Deal Created Date Deal Close Date Conversion Ratio 10 deals ceated 2 deals closed xxx Now the challenge is when I apply
Linking Accounts
Hi, I am wondering how to link my Zoho email account with my Systeme.io account. Thank you Dacia Wollenberg
Changed Lead Source in Zoho CRM not syncing to Zoho Analytics
Hi, I've setup Zoho CRM. I've setup Zoho Analytics. I've added Zoho CRM as a data source for Zoho Analytics. The information has synced across. I have now had several days of automatic updates between Zoho CRM and Zoho Analytics. Most data seems to be
how many mails i can sent
i have little traffic but have to send more emails to clients will it be possible . have a look to the email once <p>https://techstatement.com/</p>
Account block information
Account block information Your account info@hibiscus-land.com has been blocked due to security reasons. Click here to read about our usage policy. Blocks list Web block: Suspicious login activity. Mail Outgoing block: Suspicious login activity. IMAP block:
Imported contacts
I have imported a .vcf file of my contacts into Zoho contact manager, but no addresses are being displayed, though they are part of the .vcf file (I have looked at this file in a text editor). Is this a display/import issue with Zoho? The mobile app has
Zoho Mail not receiving email from Website.
I have subscribed to Zoho Mail. I run a website desiging company. I have few websites www.adminfotek.com, unisunmarketing.in and unisunwebservices.in These websites are hosted in Hosting Raja Linux server shared. In Contact us page if a visitor fills up the contact form and submits he gets a message succesfully sent message. But the message is not received in my Zoho email. Hosting service Hosting Raja client support tells us that the email must be domain specific(gmail cannot be used) and the
tasks manager
Hello, I am wondering if zoho have an app for tasks, for example as an admin I would like to see all employees tasks, recuring tasks and subtasks On one screen. or if there any suggested app that could do the same. Thank You
Adding a lead to CRM
Hello, When i click on add a lead to CRM, i get some basic info that i need to fill which is ok as per attached. However i need to add more info that are specific to this lead. Is there a way to link some CRM fields to this add a lead form in social?
Zoho People Error: "Sorry! Server error occurred."
Is anyone else having problems changing the names of clients in Zoho People? I tried Ulaa and Chrome. I get this error: Zoho People Error: "Sorry! Server error occurred."
Access to records in a custom module
We created a custom module named Packages which is our main product. We created a bunch of Package records from an Administrator ID. Our intent is only Admins will be able to create and update Package records. All Standard users will see those records
How do you show side bar for an admin user?
The sidebar is not currently showing to display apps.
Multiple Facebook Groups
How do I connect more than one Facebook Group to Zoho - I have 2 groups for my company under the same facebook page
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