Tagging emails in a shared mailbox
I have tagged an email in the shared mailbox with a tag (by going into the email and clicking the little tag icon), but when I click on the tag name on the left hand panel it doesn't show any emails from shared mailbox. There doesn't seem to be a way
Exporting Query Table into Regular Table
Hello, I am trying to export a Query Table into a regular table, when I utilize the Zoho Analytics Workspace Button when creating a table and select the query table, I get an error and no data is exported. It then shows up as exporting from a local file
Job openings
Hi, After updating the status of a job opening as "Filled" I'm no longer able to switch back to the previous status. I need to do this because sometimes a job opening is updated as Filled by accident. Thanks Cudi
Automatic numbering of projects
Wondering if z projects or z books can have an automatic number for each new project logged. I need an a number assigned to each folder to put on my artwork file. Is there a way to do it myself to add it as a field?
number auto generate for Bills and Expenses
Is there a way to auto generate reference numbers for bills and expenses like estimates and sales orders
Building Extensions #15: Creating widgets with the JS SDK bundle in Zoho Desk—Inter-widget communication
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Hello Developers! In our previous post, we briefed the use of Hooks API and explained it with an example on how
CRM Leads open in a new Tab, can this be changed?
Hi there, I am currently using Zoho CRM and when I click on a Lead Record from within a report the Lead Screen opens in a new Tab in my browser. Is there any way at all to get the Lead Screen to open in the existing Tab? I am ending up with numerous Tabs
How can you use Json from webhook?
I need to access one of the JSON variables in a custom function to remove a character. The code is: string cleanString(string filthystring_json) { email = filthystring_json.getJson("email"); return email.replaceAll(';',''); } However, filthystring_json
Is there a way to mask/encrypt the URL configured for Button Actions in CRM?
Hi, I have a button configured with Invoke URL action in Leads Module. Here the URL is a public URL going with parameters from the Leads Module. Query is: 1) Is there a way to mask this URL (i.e. when we click the button is there a way to hide the address
Tag users/groups in the description tab in deals
During the process of the deal, the agent would place the information about the Deal in the description, which often needs to tag a user or group to inform any particular dynamics of the system. How feasible is this to be implemented; ie, tagging in the
Is there a way to filter your contacts and add them to a pipeline
Hi, I would like to be able to filter my contacts to meet certain criteria (viewing the contacts page) then add them all to the 'recruitment' pipeline. Is there a way to do this without adding each one individually? I don't want to add 'secondary contacts'
Bulk email delivery for dashboard with filter criteria
Is it possible to share the dashboard via weekly scheduled email to a long list of non-users, where each would receive a dashboard pdf version that is filtered by their email address, considered the dataset having a column that have these non-users' email
Mailing list by Industry
Hello, Is it possible to create a mailing list by Industry? I have seen that it's possible to create mailing list, but it's only based on customer/ contact names, but not based on Industry. Idea would been collect mailing list with emails by certain industry.
Can you have a local sync of Zoho Connect Files?
Is there a way to have a local sync folder for all Zoho Connect Files onto my desktop computer - similar to the way Zoho WrokDrive can be configured?
Recuperar emails
Olá, Preciso recuperar os emails da conta atendimento01@estoquetudo.com.br. Qual o procedimentos que devo seguir?
Workflow Alerts is not working , Using Career site to create a new Candidate
I'm using Careersite to create a new candidate ... if candidate create then workflow is not trigger .... only this issue is using in career site to create new candidate if its possible ? Workflow details: WHEN: Execute this workflow during a Record Action.
How to authenticate End Users through custom third party app?
We basically want this workflow: User tries to access Knowledge Base but authentication is required -> User is re-directed to our website login page -> User logs in and is authenticated through our own servers -> User is re-directed back to Zoho Knowledge
iCal events are slow to show up on Zoho Calendar.
The last few days every time I add a calendar event on my iCal calendar, it takes a while for the event to show up on the Zoho Calendar. It used to be quick and now I have to wait for it to show up. Is this due to the recent Mac software update? Please
Shift key doesnt work
when i try and put in a capital letter on the remote computer it doesnt work. this is mac to mac, on several computers ive tried.
New Features rolled out on April 26, 2016
Enhancements in Conditional Formatting Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more. Wrapping Column Headers in Pivots and Summary Views Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.
Youtube shorts
Hi, I recently paid for the marketing plus option in order to be able to post shorts but it still seems that I am unable to, please advise on how I can schedule and post youtube shorts.
Need better error message when an application error happens
ZC dev team: When running an application, if there is an error, this message appears across the screen: "Error occured please contact application owner." Unlike the (slightly) better error messages one gets in the script editor, THIS message is desperately unhelpful. Right? I would think that when the ZC program catches the error and throws the message, it must have some kind of useful information it could pass along in the error message, such as what statement was being executed or what field was
Zoho SalesIQ in React
How to integrate Zoho SalesIQ live Chat in React Websites? I tried to follow the steps mentioned in https://help.zoho.com/portal/en/kb/salesiq-2-0/admin-guide/setup-brand/articles/gettingstarted#How_to_addSalesIQ_widget_codeasynchronously But it is not
How to add Invoice in my Zoho Creator Custom App.
Hello, please i am finding it hard to add Invoice to my Zoho Creator App. Any help on that?
Additional Pipelines and Air Actions support in the latest version of Bigin Android app
Hello all! In the latest version of the Bigin Android app (v1.5.8), we have brought in support for the below enhancements: Additional Pipelines: The existing list of available team pipeline templates has been expanded to include the following templates:
Workflow when ticket is closed through the portal
Hi! Is there a possibility to trigger a workflow if the customer closes the ticket from the portal? The background is, that I want to add a comment to the resolution if this case happens. Thank you and best regards
Dashboards in Mac Native App and Activities in Dashboard?
Hello- Light user of CRM (Zoho One user) and am LOVING the looks of Bigin. Nice work. Two questions: 1. I don't see the Dashboards Module in the Mac Native Client. Is there a way to add this? 2. Is there a way to add a list of my activities to a Dashboard?
How to render image from Email
Hi, We are trying to to display the email contents in our web application but there is issue rendering the image from the email. The email contains <img class="ZCrmImage" src="crm\img:xxxx"/> so, we aren't sure how to render the image in this case cos
Removing due date
I can't seem to find any way to remove a due date from a ticket after assigning one...
deskで受信するメールの一部が設定できない
お世話になります。 zoho oneを使用しています。 deskでメールの送受信を行っているのですが、5つ設定したうち2つのメールアドレスの受信しか確認できません。 なぜだか教えていただけないでしょうか。 ---------------- desk ・サポート用メールアドレス：設定済 ・差出人メールアドレス：設定済 ・DKIN認証：設定済 ---------------- よろしくお願いいたします。
Translate "closed" ticket status in email
Hi everyone, how can I translate the term "closed" that indicates the status of the ticket in the email that arrives to the customer? Thanks for the tips Sergio
Public Email Templates
I would like to eliminate Public Email templates or at least have mine displayed as choices before the Public ones. How would I do this?
Change Lead Status field to editable (not read only)
I have a blueprint designed to work the Leads Module. The Lead Status field within a lead's profile is currently set as Read Only, with a lock icon, not allowing for a change to the current state, as defined in the blueprint. Though the lead status
Zoho Cliq 4.0 : Admin Controls and Customization options
Zoho Cliq offers admins a panel where they can set up and manage their organization account. The admins' top concern has been preventing the leak of important organization data. We are excited to announce the release of three such crucial features in
Zoho Cliq 4.0 : Phone System
Tired of switching between apps to make sales and support calls and collaborate with your team? We are happy to announce that you can now unify your internal and external communication tools by integrating phone systems like Zoho Voice and Zoho Telephony
Zoho Projects User Group Meet-Up in your city!
We are excited to announce the User Community initiative to engage with you all in person and take you through Zoho Projects. In this meet-up, our team will help you understand task management, task automation and features in Zoho Projects. Collaborate
Sending form lead to people in specific order
Hi I have form online link to my CRM. I was wondering if it was possible for people to receive the form or the lead generated by the form Exemple I have people A, B and C I want the 1st lead to go to A 2nd lead to go to B 3rd lead to go to C and 4th lead
Can I create my own Google site?
Is it possible to utilize Zoho as an alternative platform to create custom websites with personalized features? I'm interested in building a site similar to the one in this https://resijnt.id/ , but I'm not sure if it's feasible. Any assistance would
Error when I create the New Application
Hi, When I import a CSV file and I want to create return "Ooops,something wrong" What's the problem? Any file example? I'm attach the file I'm using. It's correct? Thanks,
Guided Conversations - Jump Block Input Variable Mapping disabled?
I've created a Flow which creates a new ticket for our Sales Department. That flow has a number of Local Variables defined which are used to generate the ticket. In a separate flow, I'm guiding the visitor through a series of questions to narrow down
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