Comments to KB Articles
Isn't there a way to make it so that readers can make comments about Knowledge Base articles? I thought that was possible, but it's not working for me & I can't find a setting to change it.
Data transfer Creator to CRM
Hello, We are currently using an application in Creator to create visit reports to Accounts. These visit reports are linked and visible on a related list in the ZOHO CRM. Anyway, we are thinking to stop using Creator and create a custome module in ZOHO
Did anything change recently with Zoho Creator?
I have been using a few contact forms on my personal websites. I have been away for a while and Zoho Creator account went dormant. I logged on and reactivated the same. However when I quickly tested my contact form got this notification. The actual content
How to give a contact full access to his company/account's ticket
A contact/customer asked to see all the tickets he and his colleagues created in order to follow their status. How can this be done? At the moment he can only see his own support tickets. Only the Agents can see this. Thanks for your help, Greg
Attach file to ticket using zoho desk API and spring RestTemplate
Hello, I want to attach a file on a ticket using the Zoho desk API. It works fine using postman but always got and HTTP 500 when I try with Spring Rest template in Java. I can't figure out what is wrong. Thanks in advance.
Customer experience workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
Banking feed
Hi, 1) I don't think it's very clear if automatic banking feeds support Bank of Baroda or not. I was able to connect to it but it does not fetch the feeds automatically. Could I get the answer if it's supported or not? 2) What is "Add bank accounts manually",
CRM for Insurance - Track Submissions
I saw on a youtube video that custom modules were created for insurance (and possibly carriers but I think they just changed vendors) and on the layout they had a button called "Create and Track Submissions. This tab brought up a pop up where they could
NSF to PST converter
Download eSoftTools NSF to PST converter Software. This is the best converter software because this software runs on any Windows OS. This software has an office migration feature where users can migrate directly from Lotus Notes to Office 365. Or other
Convert accounts info to contacts?
Is there a way to mass convert from the accounts to contacts?
Join us at the Bigin Masterclass, and learn all about our latest features!
Dear Biginners, As you all know, we have recently launched an extensive range of features targeted at improving your CRM experience - Team Pipelines, Toppings, Developer Center and more. At the Masterclass, our product experts will walk you through each
Chatbot stops working after attempted Agent Forwarding is ignored or denied
I'm building a Codeless Zobot. I've added an Agent Forwarding card. I would like to give the site visitor the option of sending a message if the chat request from the Agent Forwarding card is either ignored or denied while the operator is available. There
Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de la Zoho Community France. Faisons le point sur cette période. Dans la série trucs et astuces, nous avons abordé la question de l'intégration de Zoho Connect avec d'autres applications de
Data permission
Hello, We have a custom Module in ZOHO CRM with "visit reports" Each sales rep only can see their own visit reports. As being their sales manager I visit sometimes an Account that belongs to them. If I create a visit report myself on that Account it is
Delete Note book option is enabled for default note book
Steps to reproduce: 1. open note book web 2. Go to info of a default note book 3. Delete not book option is enabled 4. But not available trash option in more menu for default note book
Email Gadget needs to recognize multiple emails per lead or contact
I think the headline says it all. Although Zoho CRM can be made to store multiple emails per client and lead, the gadget can not scan more than the primary email address. This means we either have to manually change the email address, (a never ending
IF LIKE '%%' FORMULA COLUMN
I'm trying to create a formula column to search for a piece of text in a field using an IF statement, and return a value. Normally in SQL I would do something like IF("column" like '%abc%', 1, 0) but that doesn't seem to work. From what I can tell it's
Zoho bookings reminders and rooming system
Hey guys, just a few of the extremely important tools for businesses like mine (a medical clinic) Something is missing for appointment status : ARRIVED and IN ROOM. Many businesses need to communicate with other staff members when a client has arrived
error when adding a new row
hey i get this error when i try to add a new row "There was a problem with your last edit. Please check and try again" and this only happens to one workbook i tried the other once it works fine what can i do to resolve this problem thanks
Improvements to the Quotes module in Zoho CRM
I have some recommendations for improving the quotes module and thought I'd start a thread and see if anyone else agrees. 1. Product Ordering: It only allows me to currently show products in my quote in the order that I have added them to the quote in
Zoho Creator Embed Code is being Blocked
I am able to test the embed code as a direct link on the webpage. However when I try to embed the same into the Iframe I am getting the belowsaid error message Should I enable any settings for embed within the iframe?
Auto sign off in Cliq desktop app
There is a rather large inconvenience in the desktop app as I am regularly being signed out from Cliq, presumably triggered by Idle session timeout, which is a security policies set in our org globally. I am being told by the Zoho support that session
task blueprint not startet
hi blueprint is not working for 2 days. How can I fix
Representing Report as Widget %
Hiya, I have the below report which calculates engagement with user satisfaction surveys. I want to aggregate the 'good and bad' into 1 value, and compare this with the 'offered' value as a percentage. Is there an easy way to do this? Ideally want to
Email to CASE
The ability to set up an email to case auto generation (Like the one in Support) would be beneficial. we use cases as our ticketing system.
Looking for a way to create custom date filter
Hello! I'm looking to create a custom date filter for some entries. I have a lot of transactions for multiple loans and I'm looking to create a custom date filter for the following case: Let's say that we start to receive our monthly amounts back. At
New users not showing in user pick list
We have added a user pick list as a custom field to one of our layouts. Now when I add a new user to a project that uses this layout the user will not show up in the user pick list. The only way I found to include the new user to the list is to open the task layout in edit mode, edit the user pick list and click on "Select all". Is there an option that I am overlooking that would automatically add all new users to the users pick list? Any hint is appreciated.
Create a Task from the Timer
It seems that I cannot work on a project and log hours unless a specific task has previously been added. There are ongoing Admin tasks (i.e. like calling a client to give an update) where hours should be logged but is not necessarily a Task with a Due
Why isn't Zoho Notebook accesible through Zoho Mail??
There's a tab "Notes" in Zoho Mail and I expected to find my Android Notebook content there. And it seems you're working on a desktop app for Zoho Notebook. Why not simply integrate it into Zoho Mail? Or at least make it accessible via web through a link from Mail?
not able to open links which I had saved
not able to open links which I had saved
Private Sharing - Share notes with only people you choose
We know that some of you have been waiting for this feature. Yes, Notebook now supports Private Sharing, where you can share notes with only the people you want. Private Sharing allows you, the account owner, to share notes securely with people you trust… and only them. To Share a note: 1. Open a note. 2. Click/Tap on the “Add User” icon placed on the action tool bar. 3. Click/Tap “Add Members" 4. Enter the email address or mobile number of users you want to share the note with. 5. Select the user
Integration with Zoho Tasks/ToDo
Please integrate with Zoho ToDo so we can link to notes within Zoho Tasks and add Todo items (with start/duedate,tags etc) within Zoho Notes that sync with ToDo
Cancel/downgrade Zoho One Subscription CRM data
If we want to downgrade or cancel our Zoho One subscription and move to either a free or individual app plan, how does that work with our data. While using Zoho One we have data in the Zoho CRM (as well as other Zoho apps). Once we cancel Zoho One what
Is there anyway to resize the inline image in Zoho Notebook?
I'm trying to do this on the web app. The image is too large and it would be nice to make it smaller. Thank you.
Présentons Ulaa, un navigateur web par Zoho
Zoho est fier de vous présenter Ulaa, un navigateur axé sur la protection de la vie privée, grâce à des fonctionnalités prédéfinies permettant de bloquer le suivi et la surveillance des sites web. Le navigateur web est doté de fonctionnalités permettant
Zoho User Group (ZUG) In-person Meetups - India region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
SpamHero and Zoho Mail
Is anyone out there utilizing SpamHero and ZohoMail together? I currently have 7 domains I'm using SpamHero with 4 of which I'm using with ZohoMail. Recently one of my newer customers starting getting numerous emails being stopped due to DMARC. I've reached
Send email to slack when status has changed
Hi. I have created a new status of invoice. What I would like to do is send an email to slack when a ticket is changes to invoice from open can anyone advise how I would do this, thanks
Possibility of averaging fields and that value being added to a specific field
In our custom module (Applicants), we have 8 picklist fields (values between 1-5, whole numbers and decimals). We’d like for those fields to be averaged and the average value inputted automatically into a different field, Interview Score (decimal field).
Forwarded emails deleted/hid somehow
I have a strange issue when someone from our domain forwards an email to someone else on the same domain. It doesnt happen when forwarding to others. We have tested on a clean pc with a new Outlook (2019) and we have changed the passwords of the accounts.
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