Filters in calendar View
Hi, In the calendar view there are very few options on the filter view. Is there a way to filter based on more options. For example, closed and open tasks. Thanks
FSM integration with CRM
When will the FSM integration with CRM be completed.
Client Type for local Python script?
Hello, I'm writing a local script to get the contacts in a segment. I chose "Server Based Applications" as my client type, but I'm getting "invalid_client" error when requesting access token. I've double checked the request URL dc, and client id/secret
OAuth 2.0 authentication compatibility with Creator as the client
I have been stuck for awhile now on this. I am using data from the Tyler Data & Insights API to autofill fields in one of my forms, when a unique ID is passed to one of the fields. Since some of this data is private, I am using their workflow for OAuth
Random String Generator
Suggestion: Random String Generator Purpose: A built-in function that can generate a random string. Tastes great with password input field! Motivation: Zoho Creator is missing a random-number generator. Examples: Create a strong password for a user. Alternative to Zoho ID#. Implementation: The function would have the parameters: character length, number range, and option to include alphabet charters (lowercase) Issues: Limited audience I bet. References: none I could find
How can i resend the QR codes to attendees as a reminder that they need to show it at the event entrance to check in?
I want to resend them the QR codes they received in PDF when they registered to the event. How do i do that?
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How to specify the social lead sources for different departments or products?
I have different products which they have their own website, chat widget, and social media like Twitter and Facebook. I get the leads from their websites and webforms with distinguished lead sources and I know which lead is for which product. But when
Add CC in a worflow
Hi, I want to create a workflow to add a specific contact in the field CCs according to the account name, but the field CCs is not available in the list. Is there an other way to automate this action?
Add CC contact in Workflow Alerts
Is there a plan to add the cc contact in a workflow alert? I have a workflow that sends an email alert to the contact when a resolution is added, but I would like to include the cc'd contacts as well. Perhaps there is another way, I am open to ideas. I use workflow due to the criteria where the Closing a ticket contact notification has none.
Anyone Using Zoho Desk for Repair Staff?
We are considering moving to Zoho One, and I'm wondering if anyone is using Zoho Desk for repair staff. We have a staff of service techs that repair tools, either for free or for a charge. Zoho Desk seems more designed for online support. Is anyone using
New Google Sheets
I have a Old Google Sheets file that I have migrated to the the New Google Sheets. When I try to import the new sheets file it will not import it. A box pops up asking to "Please authenticate with your Goggle account". I have had no luck getting past this and it does not happen when I import from an old sheet. Thank You,
Delete for bounces Emails
Hi, How to delete or filter for the bounces emails?
Can't send/receive mail
Thant should read I can't send mail.
change payment
how do I made a change to the form of payment
Where is the specific sheet sharing?
Hi First, my congratulations to Zoho Team for your amazing job. I know it is not possible to hide rows and columns in a sheet (not implemented yet), but at least I would like to know how to hide a page sheet in a shared sheet (by the way, to hide the vba code is also important to me). I searched same thing as "using specific sheet sharing" but I don't find this option in sharing menu. Please, show me as how can I limit the visibility of information in a shared sheet. Sorry my English and thanks
Fetching records with multiple sort criteria
Wondering if anyone has had success running through a for each collection with multiple sorting instructions.... Example In a view's script you have.... sort by ( rep_name_grid ascending Talked_to_this_rep descending ) In a collection it looks like this..... for each r in Form_Name [group == group_var] sort by rep_name_grid range from startval to (endval - 1) However, in collecting records you set asc and desc in the scriptbuilder :) I tried to make the syntax work
Prioritized List View - Sort by Multiple Columns Sub-Sort
Have a way to sort by multiple columns? For example: Sort by Lead Status (Hot, Warm, Cold) then sub-sort by Follow Up (Date/Time)?
Feature Request: Allow Users to Edit their Own Working Hours (currently requires admin)
Right now only the admin role can edit the "Working Hours" for a user/consultant. Please allow users to edit their own schedule in the user settings page. Only users with Admin permissions have an edit button for this section.
How can I set a message to show when an upload file is loading?
We have an upload and parse script that goes through almost 2,000 records and takes a littler over 2 minutes to process. I would like the user to see a message that instructs them to be patient and allow the file to finish processing before trying to
Billing on a fixed fee basis
Our company does most of its work based on a fixed fee. However, I believe ZOHO Books uses hours to create its invoices. Has anyone successfully used ZOHO Books to bill fixed fee projects and if so, how did you do it?
Jumping with a help of a button to another section
Hello, I search online and found out this isn't an option yet.. I there a work around to scroll with a help of a button to another part of the page? another section some how? Or maybe it's possible to create some sort of an Anchor like on Zoho Sites?
CPQ - Link Quotes from specific accounts to specific Price Books
Hello, We are making Quotes in Zoho CRM and for scpecific Accounts, I would like to select specific Pricebooks linked to them. Example: I make a quotation for my customer "Zylker", I would like only the Price Books linked to "Zylker" to be available for
Zoho Desk is extremely slow
Our organisation is using the enterprise edition of Zoho Desk and the performance of the system today is unusable, it takes 40 seconds to open a ticket and it may not even load the information in the ticket. This is creating a huge backlog of work for
Zoho Desk very slow
Desk is pretty much unusable, Very slow. Some screens dont come back at all. We had a similar problem on Saturday. Getting customer calls that we are not responding to their tickets.
Manual journal for accounts receivable or accounts payable
I want to add manual journal entry for accounts receivable Can I do that ?
Change of multiline fields behavior in templates
Until a few days ago, the multiline text fields of the templates made the corresponding line breaks to adapt the text to the width of the container. Recently, without me making any changes to the templates, the behavior has changed and now the text doesn't
How to import OST to Zoho Mail Without Outlook?
Check out Advik OST File Converter. This tool is specially designed to upload .ost data into various email service provider including Zoho Mail. You can import OST to Zoho Mail without Outlook. The tool is powerful enough to upload large .ost file without facing any glitch or error. Steps to import OST to Zoho Mail are as follows; Step 1. Run Advik OST Converter and click Select Files. Step 2. Add Outlook .ost file and click Next. Step 3. Choose IMAP as export option. Step 4. Enter your Zoho Mail
URGENT Zoho Inventory and WooCommerce integration 3 year stall
Please can you help me? I was just reading up on a ticket from 3 years ago, of someone experiencing the same problem I am having today, and I'm wondering when this issue will be resolved My company has an online sales platform using woocommerce and aZoho
Two post engagement rates given on Zoho
I'm looking at my page's engagement rate and I'm confused. Under "posts and engagement" and then Top posts, Zoho gives the engagement rate. Sometimes it's under 1%. But then when I go into the same post and to stats it might say 9,39%. What's the difference
Creating a report showing values from Multi Pick List field
Hello, our Leads have a Multi Pick List "Industry" field to indicate in what industries the lead is operating. As an example: - industry 1 - industry 2 - industry 3 etc. So for example: - for Lead #1 the values of the field are: "industry 1; industry
Get the Zoho Project ID when creating a new project from CRM functionb
Hi, I can't seem to work out how to get the new project ID created when we create a project from the CRM. I have created a function that creates a new project based on varying templates we have created in projects. It all works fine and has done for quite
Zoho Projects integrates with Microsoft Teams
Bring in teams together and manage your projects easily with our new integration with Microsoft Teams in Office 365! This integration comes in handy for Microsoft Teams users who use Zoho Projects. Check out our help guide to know more on how to add Zoho Projects as a tab in Microsoft Teams. Collaborate with your teams and increase productivity Without team collaboration, it is frustrating to organize, delegate work items to the right team member, and finally get the whole project done. Using
Introducing Zia Strategy Influencer for Zoho CRM
(Last Modified on 22/08/2023): The Strategy Influencer feature is now available to all customers. Hello everyone, We are glad to launch Zia Strategy Influencer, an AI-derived strategy prediction analytics in Zoho CRM, for administrators, which provides
Knowledge base w/ search capability across Zoho apps
Hi, I use multiple Zoho applications across Zoho suite. I would like to understand what others, in similar situation do to centralise knowledge. I mean the notes and comments from resolution of issues in Zoho Projects, Resolution and issues in Desk, potential
Streamline your document review process
Hello Workplace users, Document review complications hindering your productivity? Say goodbye to document approval chaos. Wondering how? Allow us to introduce the workflows feature in Zoho Writer. To learn all about this feature, join our product experts
Updating Zoho CRM with the NPS score
I can't tell if I am missing something here... I have an NPS question on my survey and I would like to save the reponse to the linked CRM (I already have linked fields linked and working) However, surveys can only be sent at contact or lead level and
QC check between 2 tables using zoho projects
I have built a Zoho Creator App where users input a unique case number that triggers a 3rd party API call that pulls corresponding data that is used during Appraisal Review Board hearings. Once they determine a ruling on the hearing, the submit this form,
Is It Just Me or Does Zoho Show Now Blasts Audio CMs Periodically?
This phenomenon has been bothering me for the last month or so. When I have the editing screen (with the URL https://show.zoho.com/show/open/blahblahblah) open, it periodically blasts audio commericals. This is not only a nuiasance (I get scared sh*tless)
Zoho CRM WhatsApp Integration
As businesses increasingly rely on digital communication channels to interact with their customers, it has become essential for companies to integrate their Customer Relationship Management (CRM) systems with popular messaging platforms like WhatsApp.
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