Recent Topics
How long until received item is visable as in stock when creating bundle?
We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?
Agent working hours
Hi, I know it is possible to set company business hours but is it possible so that agents can have different ones? I.e. some agents cover later hours on specific weeks - can these be set so those agents that are "working" get notified about tickets etc.
Limiting Knowledgebase Access To Logged In Users
Hello, how can I restrict access to our Knowledgebase to only logged-in users? Our KB is not meant to be accessible to anyone. However, anyone can create a ticket. Thanks! Frank
Planned time in sprints
Hi. In our sprint planing, we usually set estimated times to do tasks. In the sprint's dashboard we can see the number of tickets assigned to the team members. Ho would I show the estimated load on the team members - time wise?
Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?
Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help
Automation in Zoho Sprints
Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add
How can we update the Inline Tax in a Purchase Item using deluge?
Dear All, I am trying to update a Purchase Order using deluge. I can update all the fields except of the Line Tax. I would like to put 0% on it using deluge. I have tried the below but it does not work. What I have to change? Is the problem the field
Zoho Creator Page, how to display detail view of a record
Hello, i am not that knowledgeable in coding and am trying to figure things out as i go. but i am trying to get it so that when a user clicks on a "Page" i have in zoho creator, i would like it to display the detail view of a record assigned to the logged
Finding draft ticket replies
Is there a way to see all tickets which have draft replies?
Is there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,
Filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page
Hi, How can I filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page? Part of what I was given below is setting up sub-reports, but the subform field prompted me to link a form, not a report.
Unlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
Is Reverse Sync a Thing? (Zoho Campaign to Zoho CRM)
ChatGPT said I could do a reverse sync to ensure that engagement data such as opens, clicks, bounces and unsubscribes are automatically sent back to Zoho CRM from a Zoho Campaign. I can't see where I can sync something like this. I have the other Zoho
Show Contact ID on Reports
I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.
Display an uploaded pdf in zoho creator record template
Is there a way to display an uploaded pdf in a record template? Functionally I'd like it to work like the image field does. Not sure if there is a way to utilize a rich text field to do this or not.
Where do I get/create the API Key for my zoho app to talk to zoho calendar
So I manage to cobble some code together, but how I sort out the API side things to get the app and zoho calendar to communicate with each other.
How to associate email with record?
Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record because
View Ticket history without login
Hi, I have integrated a ticketing system in Moodle where our users can submit tickets. They receive email notifications for replies and can respond to tickets directly from their email. However, when we add a resolution and notify the user, they receive
Generating Reports with Data from Unlinked Forms in Zoho Creator
Hello Zoho Creator Community, I'm facing a challenge in creating a comprehensive report. I have multiple forms in my application, but they are not directly linked through lookup relationships. I need to generate a report that includes data from these
How to get data from a file that is saved on zoho work drive to then update creator app.
So we have a few machines, and they have a consumables. There usage is tracked in a file, I would like to pull that data from the .ini file and import it into the zoho app so we can keep track of usage, is this possible with flows and how would the data
Disabled virtual keyboard in handheld device with barcode reader.
Hi I created a APP try to scan barcode by barcode reader bulid in handheld device. But creator will jump virtual keyboard. Could you provide a setting to disable virtual keyboard for single line or number field in Creator android and Iphone.
Email Parser refusing to create record
Hi there, Ive created a email parser rule with this layout which was working for a day but all of a sudden after the weekends, the rule stopped functioning and every record after kept failing to create. example of email that is rejected below is my parser
Zoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Can not edit/update lists - save/update button doesn't work
Hello So I have a custom field in subscriber list. If I nere the email click on endit (pencil) and change the custom value to the new one, pressing SAVE button does not do anything. Also if i select multiple emails and then use the mass update feature where I change this custom value, pressing PROCEED also does not do anything. What is the matter, does it just not working, or am I doing something wrong? Browser: Chrome 65.0.3325.181
All Inbox emails are marked as read automatically
Hello friends! I have and issue that all new emails in Inbox are been marked automatically as read. Plase how can I fix this??
Uploads API Body samples & request method
Hi, Hope you are fine. I am request UPLOAD Api from post man its totally working fine but how could i pass all that body and headers via JS code.I am attaching images what i got in response please have a look into it. In this image i am showing the console
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
Implement Date-Time-Based Triggers in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
Desk Round Robin manually trigger
Situation: During office hours I have a round robin rule to assign new tickets to specific agents. However, over the weekend and in the evening when the agents are offline the tickets are placed in the other priority. This means we have to manually assign
Forms to CRM - is there a better way of doing this?
Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord is
Locations - Inventory change by itself with Shopfiy integration (Major inventory count bug)
Hello, I wanted to see if anyone had an issue with Zoho Inventory / Shopify integration. I had a prompt to migrate to location and I unfortunately did it... As soon as I did this, Zoho Inventory started to update the inventory of some items. The items
Questions about file size limits
I'm looking at the limits published on this article: https://help.zoho.com/portal/en/kb/zoho-learn/general-1/image-and-file-sizes/articles/file-upload-sizes#Knowledge_module. I want to clarify my understanding of the limits. 1) Example: if my course has
Change lead status via url parameters
Hello, We have a lead generation form on our website and and we received an email when the lead is generated. This email contains a link to the lead in CRM. Does CRM have built-in parameters so that I could have a link in the email that also says junk?
Linking Two Existing Organisations
Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite that
Ticket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if I
Email is in queue, waiting to be processed zoho mail
Email is in queue, waiting to be processed zoho mail
Dynamically prefill ticket fields
Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller id. The clients access the ticket form by clicking a link in our customer area, so ideally I would like to pass the values to prefill with as part of the URL. I imagine that this could be along the lines of calling https://our-domain/portal/newticket?order_id=123&seller_id=456
Visitors sending message via Whatsapp are not saving on contacts
Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?
Allow a brand to connect multiple facebook pages at the same time
Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.
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