Outlook on 2nd computer
I currently have outlook set up on a computer with imap settings and no issue. I need to set it up on a 2nd computer but I am having issues. I have used the same settings as 1st computer but outlook keeps syncing for long periods of time and outgoing
Trigger a workflow the date of a followup date field
Hey all, can you help us with a custom function, what we need is when a followup date field is created or added a specific workflow related to it should start with all the other trigger sequence and follow the date of the followup date field. Attached
Reporting Tags - API calls
Is there a way to query and/or update reporting tags for Items using Inventory or Books API?
White dashboards
Hello, Since a few days I cannot see the dashbaords anymore. Only white screens Can you help me please ? Thanks
Dashboards not loading
Anyone else been having an issue lately with dashboards not loading? Below is an example image. For a month now it has been getting increasingly worse, what happens is the dashboard will load the boundaries of the graphs, but no data will appear. After
AI sourc
Are you able to provide AI for sourcing assistance?
Restrictions on conversion of multiple quotes to sales orders
Is it possible to limit the number of quotes that can be converted to a sales order to one for a project that generates multiple quotes for one business negotiation?
【品川会場 × オンライン開催】6/16（金）Zoho ユーザー交流会（Meetup） | ユーザーから活用事例を直接聞ける学びの場！
こんにちは、Zoho コミュニティチームです。 先日、大阪と名古屋のユーザー交流会について告知いたしましたが、さらに東京・品川にて本イベントを開催します！ 今回のユーザー交流会のテーマは「マーケティング / 営業部門におけるZoho 活用方法」です。商談情報の入力工数削減や問い合わせ内容の一元管理などを、Zoho CRM Plus 内のサービスを活用して効率化したユーザー活用事例の登壇や、弊社サポート担当によるZoho CRM に関連したセッションをお送りします。 ━━━━━━━━━━━━━━━━━━━━
FAVORITES FUNCTION was removed
¿Why the function "Favorites" in Zoho Notebooks was removed.? and how will replaced.
Set Variable won't pick up map key pair values?
I've created a flow that will extract email content from a message and during testing it shows the map and all the key pair values setup correctly. I add a step to create a new variable to then extract name, email, phone number from the map and they all
Recently started getting General Error 6500 in Zoho Projects API
Hello. We have a program that loops through a list of a few of our projects and fetches the time logs. This was working for a few months, but about a day or two ago, we noticed that the time entries are no longer being returned. When I run our script manually, I see all the API calls are returning a General Error 6500. I thought this could be due to the API call limit so I tried with a newly-generated auth token and it worked at first, but when I tried again I see the errors. Strangely it sometimes
Power of automation : Automatically updating Zoho Desk ticket status when a Task status is updated.
Hello everyone, I wanted to share with you how we implemented automation to mainstream one of our users workflow. They have been working with Zoho Projects & Zoho Desk. You can now associate a Desk ticket to Task within Projects. However, they had difficulty
Mobile Popup Form: How to close upon submit?
I made a short video showing where we're stuck. On mobile, how can I make a popup form closeout of the browser upon submitting? Not sure if that's even possible. In a perfect world, we'd like the popup to close out and/or be sent back to the Detail View
Branches from different countries
Hi, We are a company with multiple branches, from different countries. Is there a way to set it up in ZOHO inventory?
Planned IN data center maintenance on Sunday, 11 June 2023 from 6:00 AM to 6:30 AM IST
Dear Customers, Scheduled maintenance will take place in the IN data center (DC) on Sunday, 11 July 2023 from 6:00 AM IST and 6:30 AM IST. Expect 30 minutes of downtime if your account is hosted in the IN DC. During the maintenance window, Zoho Desk will
Account management for acquired accounts
hi, Looking for feedback on best practice. What is the best way to manage account information when accounts created for an organisation have been acquired and a operate under a new legal entity. If we overtype the old account name to the new account name
Add product to cart via script
Looking for a way to add an item to the cart using a script. In Shopify I can do this using a URL or a script Ike shown below. URL: https://mysite.com/cart/add?id=32068170743923&quantity=1 or script $.post('/cart/add.js', { //Post the below in the cart
Load External Images From Contacts not working
i'm having issues trying to get images automatically loading when the sender is in my contacts list. - 'Always' works as expected - 'From Contacts' doesnt seem to work (added contact both manually, and 'add to contacts' from an email directly), and acts
Insufficient Privileges to perform this operation. Contact your Administrator.
I am writing an API to send an HTTP web request to retrieve ticket and contact data, I am almost positive I am sending everything correctly including my ouath token and OrgId in the header but I continue to get the message "Insufficient Privileges to
ZohoOne renewal
Good afternoon I request support to create email accounts for the moment we are not using ZohoOne and we have looked at how to remove the subscription to only have email accounts is it possible to assign an advisor.
Unable to Email Readded Contacts (Contact Import Unsuccessful)
When importing a file containing contacts, there is a huge percentage of contacts that are listed as "readded". When creating a list with this file, it is preventing us from sending a campaign to these contacts. We have been unable to successfully create
Zoho Flows working fine as Test, but failing when executing normally.
Hi, I've made a flow that works like a charm when I test it, but it doesn't when I'm executing it normally. The flow starts when a ticket is created. It then goes on fetching the ticket thread, then checking the ticket thread for a priority term, then
Office 365 Integration How To
Hi, Is there anyone who could point me in the right direction for Office 365 integration? I want to use it in Zoho Desk and Zoho Flow, for now, but for the life of me I can't find any step by step guides or other documentation that seem useful. I want
Support Agent Reply should have a template or choice to replace email Subject
We have our tickets created through an API and Ninja Forms in WordPress. The ticket Subject is set to something meaningful for the agents to know the topic of the ticket (QA, Break/Fix, Comment, Issue, ....). While this is great to see within Desk for
Zoho Desk App for End users.
are we having any mobile app for zoho desk for end user. so their they can submit their tickets. please give us the answer.
Modify default probability percentage in an Opportunity
Is it possible to override the default probability percentage at the Opportunity level in Zoho CRM? I know you can change the default percentages globally, but if we have a Stage 5 deal that defaults to 80% and we learn that a new competitor has been
Schedule emails one-on-one
Hi, I would like to request the features of scheduling emails for specific dates on the client level without the generalization of workflows.
Ticket Order in List Views or Team Queue
It seems that the Ticket order in the list views or in the Team Queue are order from newest to the oldest. Is there a way to change the order so that the older tickets needing agent attention is a the top of the list? Thanks
Last Name not known
I am in the process of transferring my contacts in to Zoho CRM. Half of my contacts do not have a known 'Last Name' or I only know their job title and no name. How do I import these, given that 'Last Name' is a required field? I have thought about putting
Creating a new lead for a company without having a contact last name
First day on the system so apologies if this is remedial. How do I add a new company as a lead if I don't have a contact last name (which is a required field and not editable)? I will often come across a company I am going to target and not have a contact
Why is the last name required in leads
I have a company that I wish to call, but I don't know anyone there, and I'm calling to find the contact person. It's a lead, but without a contact name. What do I do, just put "None" in the last name? Seems kind of retarded. Or is there another way to
Primery Key on Last Name
Hi, I am a new user of Zoho CRM, and I have a doubt. Here in Brazil isn't common to use the last name as a candidate or contact identifier (require field), so I looked up a few posts but haven't found if it's possible to change the primary key last name
Creator Subforms Question
Should every subform I create be it's own form? I can either add a subform directly within the main form OR make it it's own form and then add it as a subform in the main form. Are there any major pros/cons to these options? I keep getting the feeling
Make Last Name field in Leads and Contacts Unrequired (workaround)
There has been a lot of talk regarding making Last Name field an unrequired field. As it's not available yet here is a short tutorial video considering a workaround using import/export of translation in CRM. Also includes how you can undo if it's not
Zoho Writer Merage Template and send for the sign by the API
Tips & Trick - Zoho Writer API Hello All, How to Create a Merage Template inside Zoho Writer. Enter Field.... //...........Get Mearge Field Data <response> = zoho.writer.getMergeFields(<document_id>, <connection>); //...........Create Map........... writermap
Setting Recurrence as bulk on many tasks at once
Hi, I have a long list of task - which I need to set as a monthly task with a start date. How can I avoid going one by one and setting the recurrence per each task? is there a way to do it in a bulk operations? or any other solution which easy this
HELP with best practice for a real estate business
Hi I'd really like some guidance with what is considered best (and most efficient) practice for a real estate developer business. Our business often has up to 50 properties (products) listed for sale via various online portals (realestate.com.au, domain.com.au
Change "Name" for all contacts to Company Name not First & Last Name
Hi, I can see that for individual clients in Zoho Books, I can change the "Name" or Display Name setting to Either First & Last Name or Company Name. I would like to change the "Name" (or first name that I see when I open my client list) to be the Company
ERROR CODE :421 - Host not reachable.
Hello i have those Emails returned with error : ERROR CODE :421 - Host not reachable. For 2 days it is still happening. The full email is: This message was created automatically by mail delivery software. A message that you sent could not be delivered
Zoho Desk - Problemen na aanzetten 'Koppel Contact aan meerdere Accounts'
Hallo allemaal, Recentelijk heb ik iets vreemds ontdekt. Vermoedelijk een bug na het aanzetten van de functie om contacten te koppelen aan meerdere accounts: Bij een aantal contactenpersonen is het nu zo dat het primaire account niet wordt weergegeven
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