Recent Topics
Blocking an email address
Hi How do I block an email address in my Zoho mail? Thanks Brian
Zoho Desk add OIDC federation for 3rd party IDP
Please consider adding the ability to use OIDC/OAuth compliant Identity Providers to Zoho Desk. You currently have Zoho, Microsoft, LinkedIn, Google and Facebook. But if you added the ability to use ANY OIDC compliant provider, you would add compatibility
Cliq funtion not triggerring from Books.
Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is working on it......." It is a template-type response. I authenticated the link(Cliq
Tracking Agent Diligence in Updating Records
Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,
how to create a company without an assigned owner
In my company we are reassigning accounts and we need to leave some companies without an owner to review their potential and then assign them, but the options that appear in owner require that they be assigned to a seller, how to leave them without an
Stop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.
Matrix dropdown
Is there a way to create a matrix question with dropdown answers but 1 row correlates to 1 column? So really I want to combine 4 dropdown questions into 1 matrix but each question has a single, and different, dropdown for answers.
Managing Rental Inventory in Zoho
Can Zoho Inventory manage rental inventory efficiently, or is there another Zoho app that would be better suited for this kind of operation? Looking for advice on the best approach. Thanks in advance.
Code API récupération enquêtes et documents
Bonjour peut-on générer des codes API avec Zoho Survey ou Forms afin de récupérer des questionnaires existants sur nos autres outils ? Comment procéder ? Faut-il disposer d'un abonnement particulier ?
Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
Exporting uploaded files in bulk on Zoho Survey?
Hi, I have a survey that includes an image upload field, I'd like to be able to export the individual responses in bulk, but it appears only the name of the image uploaded, and not the image itself gets exported. Any way to have the images be exported
Is there API Doc for Zoho Survey?
Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
Create Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
How to convert Item to composite Item
Dear Team, We need to convert Item to composite Item as Zoho is importing partial information from Shopify.
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Phone Number Format Change - Bulk Add Country Code and Remove Dashes
In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packages
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
Client Can't View Ticket
Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed
Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk
Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.
Categorise Attachments
We take ID, proof of address, right to work documentation and more. I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card. My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single
How to autorespond for inactive users?
Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?
Mass Action Button Script
Hi all, I've been trying to search a lot of places for a solution on how to do a button placed at the "Mass Action Menu" and thus only updating multiple CHOSEN records at once. After finding no success whatsoever, I decided to just run and test whatever
Error 553
Hello how are you? I'm having trouble sending email. This message appears whenever I try to send an email. I'm receiving emails normally, but I just can't send them
Implement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?
Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?
We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
Zoho Sheets working offline
Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently in MS Excel 2016?? Many thanks.
Repeating Sections in Writer
I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another
Add Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, instead
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
Why hasn't Zoho CRM For Everyone been rolled out?
I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of contact, but nothing. Not even an auto reply. Would you say that this is good
Canva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
Time Zone Sending in Marketing Automation
Good day...can anyone share if they have been able to get sending via Time Zones to actually work? Our data is 99% perfect, with all the time zone criteria met, yet the results are completely off target when we try to use it. We've had varied results
Combine Small Pie Slices in Pie Chart
Hello, I am trying to make a pie chart showing our sales in each of our product categories. The problem is that we have over 80 product categories, and not that much room from which to look at it. I am wondering if there is a way to combine the smallest
Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
Zoho Desk Onboarding Assistance - How to do bulk taging
Hi How to apply a particular tag to multiple tickets in one go.
Round robin not processing backlog tickets
We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the
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