can't see my notes
Due to some reason when i open any activity i don't see my notes. When i a new note then it shows the rest. Please help me to figure out how to get this fixed Andrew
API request problem
Sou brasileiro e não falo em english, me desculpe se a gramatica estiver incorreta. Estou tentando consumir a API do Analytics Zoho para enviar dados para uma tabela. A ideia é fazer uma rotina que será executada todo os dias para enviar os dados atualizados.
Zoho flow - fetch mail
Hi, So I'm trying to fetch content of an incoming mail and add it as comment in a task in Zoho project. Is this possible with Zoho flow? If so, can i get some instruction on the Gmail fetch action. I don't know what the variable name and message ID is for and couldn't find any information how to set the fetch to fetch the email content.
HTML Signature
Is there no functionality on zoho mail to insert HTML code in signatures?
Printing Item Pricing and exporting Priclists
Hi, I am looking for two things: 1) A report, which shows me the item, item Qty on Hand and item pricing information 2) Print price-lists. When I export price lists, I get a list of the price lists, not the price list How can I solve my problem? Regards
Problema com a API do Analytics Zoho
Estou tentando consumir a API do Analytics Zoho para enviar dados para uma tabela. A ideia é fazer uma rotina que será executada todo os dias para enviar os dados atualizados. Porém quando vou tentar fazer a requisição dentro da minha API, ele retorna
Bookings - Why am I not allowed to choose timings other than what are available default while mentioning service availability
In Bookings, when I try to create a service and mention the Service Availability - I can see timeslots that can be added are like 10:30, 11:00, 11:30. Why am I not allowed to add time as 11:25 ?
API for zoho projects
Is there an API for zoho projects? Information regarding the employees and the projects they are involved in is to retrieved. So I would like to know if there are any APIs to do the same. Thanks in advance, Charan
Item Group Attributes Related
I created a new item group and added attributes in it. I added 3 attributes OD, Thread, Type. By entering the value slash icons is by default separating them. I want to replace those symbol with my own. For example, group name is 'male connector' and
Increase ticket start from number for new tickets
Hi. I would like the tickets to start from 15100 to make it a 5 digit ticket number. So ticket 1 would be 15101 thanks!! Also would be very helpful if the Subject line on agent reply is Category rather than Subject.
Auto accept incoming service queue requests
Is it possible to automatically accept incoming requests to the service queue? Currently we are using Teamviewer as our main remote support tool and the Teamviewer quick support tool allows our customers to run the support tool, send us the session ID
Associated Candidates in List View
Hello All, In the Job Orders list view there is a filed "Number of Associated Candidates". This field is misleading. It does not accurately show how many candidates are active in the job. Once we change the candidate status to "Stopped" for one reason
new tickets not assign to Account Name
We are using Desk and right now around 75% of new ticket created arent not assign to the Account name (customer). I have a custom function that make sure that all the users who open a ticket are assign the customer so this is working. But even if the
CRM Info in desk
Hi, When we view a ticket, then click on a company (account), to view the details, we often click on CRM info from within the desk on the account too. However trying to view the description field from the account within that screen doesn't work. You only
Zoho one CRM automation workflow.
Hello everyone, I am new to the Zoho one solution and wanted to automate some task. I took a look at the email parser to automatically creates leads but i find that the solution is lacking in flexibility. So I was looking into the workflow rules and saw
VALUE() function behavior
The VALUE() function bahaves differently than in Excel Excel =VALUE("2-4,1")=#VALUE! =VALUE("2-4;1")=#VALUE! Zoho Sheets =VALUE("2-4,1")=36926 =VALUE("2-4;1")=#VALUE! Where on earth does 36926 come from? Does the coma present issues in other formula
How do I create a list of Sales Orders containing the Delivery address?
I need to have a list of sales orders (these sales orders are Zoho Books sales orders, not Zoho CRM sales orders) that includes the delivery address. I've tried customising the list on the Sales Order page both from within CRM and also within Books, but
Bulk Update Dates on Tasks
Hi, when I select multiple tasks in the task view, I have options to change Owner, Status, and a few other fields. What I can't seem to find is how to bulk update start and due dates on tasks. Does this exist? If not, can I put in a request to add this feature?
Image Catalog of Billed Items
Hi We are trying to create an image catalog of all the billed tems in an invoice. Can anyone help us in achieving this goal. We have attached a sample file on how the catalog should look like as well.
How i can ZOHO for a society or a HUF ?
Dear Team, How can i use zoho for a society or a HUF or a family accounting?
Getting id of created record occasionally not working
Hey there! I've got a function in Zoho CRM that get's triggered when a record is created via the Zoho E-Mail parser. The function is working every time I start it from the editor or when only a few mails get parsed/records get created. But when parsing multiple mails in a short time, the script fails occasionally because Zoho can't get the id of a newly created record from the function. The code I use is: createOrder = zoho.crm.createRecord("Purchase_Orders",newOrderData); createOrderIDs = createOrder.get("id").toLong();
Error: Internal Exception
Hi Team, I'm trying to convert a page to a pdf file and send the attachment in an Email. It is working fine but sometimes it gives an error saying Internal Exception. I got to know that this error is due to the time limit it takes to execute the invokeURL.
Can't access to my email due s time zone error
I've changed my work phone from iOS to Android. I can't access to my email because zoho email says that my phone's time zone is inaccurate. Time zone is in auto mode. Any thought?
KPI Widget with dynamic Group By
I've created my KPI comparison widget with a Group By "Month" but I want to know if I can dynamically group it based on the date range? For example, my KPI widget compares the current month vs previous month (primary value, secondary value and the difference)
Disqualification and personal information of buy responses
Hi, I'd like to create a survey along with your buy responses service for my marketing research. I have questions of using your buy response service. 1) If a response meets my disqualifying conditions set in my survey, will this response be considered
Zoho Canvas Preview Issue
I have a canvas template that is perfectly aligned and arranged according to my preferences. However, when I click on the preview button or preview it live with my modules, it does not display well. Some of the fields even went missing. Is this got something
Create quote from deal using product info from a subform in the deal
I am successful in creating the quote from a deal, but it is pulling the product info from the Products related list and not my products subform I created in the deal I need all the data from the deal products subform to populate the product table in
How do delete Projects Bot?
The default? Projects Bot was not allowing me to map channels to Projects. Wasted an hour trying to figure that out. Finally installed the Cliq extension from within Projects. Now I have two Projects Bots!!!! How do I get rid of the unusable one? Only
Message Details don't include the message reply data when the reply includes an attachment.
Hello, When a reply message only consists of text data, the message details appropriately includes the details of the message being replied to, as shown below: { "time":1676824436205, "message": { "replied_message": { "sender": { "name":"PhoneBot", "id":"b-2204997000000083003"
How do I update my Email Parser Rule Configuration?
Hi, When I first created my email parser rule configuration, it was on a lead that had some fields not filled out, like the UTM parameter was not filled out, and a few other ones, so those were blank. So I wasn't able to select any data and map it to
Zoho CRM Tip - 51: How to add videos in Zoho CRM Email templates?
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. Using videos in your sales cycle helps you do just that. A study shows that 65% of executives visit a vendor's website after viewing a video and 90% of customers say watching product videos helps them make purchasing decisions. Create a thumbnail image
Last Touched Time - Last Activity Time
In Zoho CRM, we currently have 'Modified Time' and 'Last Activity Time'. Last Activity time will be updated when the trigger: activity updated AND when FIELD MODIFIED. However, we've come to a need to measure when was the last time we contacted this person,
Persisting issues with sending emails via Zoho.
Greetings all, I am writing here as I don't see a possibility of a permanent solution if not. Tired of reaching out to Zoho every time(Zoho only unblocks the address, which gets block again in a day or two). Our users are facing issues everyday CCing
Zoho Connect - Intégrations
L'intégration est l'un des investissements les plus stratégiques qu'une entreprise puisse réaliser à l'heure actuelle. Une entreprise connectée est une entreprise intelligente. L’intégration de vos systèmes d’entreprise permet une vue globale de vos clients,
How to enable desktop notifications in Zoho mail
I have a customer on a Zoho Workplace Standard Plan. They want to enable browser/desktop notifications and have a sound go off when a new message arrives. The "Desktop Notifications" option is missing from "Settings" -> "System" for them. For comparison,
ASAP Web widget not showing on my site
Hi there I am trying to add the ASAP widget to my website, however when adding the code snippet to my pages, it's not showing. One thing I noticed on the code is it's asking for a nonce value, which i don't have.
'Updated by' from API calls
Hi, I have my PHP code working well connecting to the Zoho CRM API and doing updates to fields in the contacts module. I would like to change the name of the user that is in the 'updated by' in the record. For example, the timeline for any API updates
Integrating Zoho Survey with Zoho Desk
Hi there, I was wondering if there was any plan to natively integrate Zoho Desk with Zoho Survey.. Actually, we have a customer-satisfaction survey, we'd like to dynamically invite our customers to this survey, when we close a ticket. We can send a generic link, but it won't be natively integrated in Zoho CRM. Do you plan to improve that? Do you have any suggestion on how to handle this case? Cheers,
554 5.2.3 Mail Policy violation Error delivering to mailboxes
Hi team, For the past couple of days i am facing a serious issue with my Zoho mail box. When someone tries to send mail on our ID's with some attachments it returns an error message like the below. But the interesting thing is some other mail's are delivering
Attaching email to record based on subject line?
Is it possible to create a workflow custom function that would be able to identify emails via IMAP where the subject line contains specific words and match them to a record where those words match a specific field? For example, if we have a case named
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