Multiple Issues

Multiple Issues

Hello,

We have encountered several issues and setbacks setting up our TeamInbox

1. Inability to change the Sync From date value in the IMAP inboxes. If we want to change them we need to delete the entire inbox and add them back.

2. Inability to modify the user roles which we believe in our subscription we should be able to Customize the roles

3. We can't complete setting up the Rules as there are bugs encountered. For instance, we tried to Apply a tag action but we have this error on the console

  1. Uncaught TypeError: a.push is not a function
  2.     at a.value (tbshorttag.1a515e3714b4d7dc813f.ts.js:1:10154)
  3.     at HTMLDivElement.onClick (tbshorttag.1a515e3714b4d7dc813f.ts.js:1:9069)
  4.     at HTMLDivElement.r (murphy.min.js:1:4451)


 4. After the Rule is created, there is no way we can Run the rule for the email items already in the inboxes.

5. There is a glitch Team item in the sidebar which we can't delete. This issue also prevents us from editing the sidebar. Please see screenshot

    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • way to change the interface language (e.g. to English) in the whole Zoho One ecosystem at once

                                                                                                    Hi everyone. I had a need to create a new Zoho One account for a new company. However, since I did it from Germany, I have defaulted to German language in Zoho One interface (in all apps). Can you please tell me if there is a way to change the interface
                                                                                                  • Create custom rollup summary fields in Zoho CRM

                                                                                                    Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                  • Holidays and celebrations: Unveiling SalesIQ's seasonal theme!

                                                                                                    The holiday season is upon us, and we are feeling all the more merrier at SalesIQ while we unveil this seasonal update. Get ready to sprinkle some holiday magic onto your websites with SalesIQ's new seasonal theme. This new festive theme will provide
                                                                                                  • Allocate emails to user in a shared mailbox

                                                                                                    Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
                                                                                                  • Function not working if more then 1 Record is selected

                                                                                                    Hi there! I have a function like this: string button.PCS_TempDruck_Rechnungen(string Modul, int ID) { //Do some stuff here return "finish" } I linked this function to a button in the List View and Mass/Multi-Action of the Quote Module. Arguments: Module
                                                                                                  • Incoming call logging in Bigin

                                                                                                    Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for us
                                                                                                  • Totals on Pivot Table

                                                                                                    Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
                                                                                                  • Assistance with Setting Default Values for Zoho Chat Custom Fields

                                                                                                    I am currently using the Zoho Chat JavaScript API to successfully add custom fields to the chat interface. While the implementation of these fields has been smooth, I am now looking to set default values for these custom fields. However, I couldn't find
                                                                                                  • Unable to delete Junk Lead and Not Qualified from the Lead Status field

                                                                                                    Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.
                                                                                                  • Modules are continuously loading

                                                                                                    Hi! We are not able to open the task modules, it keeps continuously loading
                                                                                                  • Customer Happiness not clickable when using API

                                                                                                    Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
                                                                                                  • Emmanuel Katto : Zoho Meetings Outlook Plugin Authentication Issue - Help Needed

                                                                                                    Hi everyone, I'm Emmanuel Katto, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the last couple of weeks. When we try to sign in via the plugin, it redirects to the authentication page, and after successfully authenticating, it shows
                                                                                                  • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

                                                                                                    Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be
                                                                                                  • Email Alerts for New Audit Log Entries in Zoho Desk

                                                                                                    Dear Zoho Desk Team, The Audit Log feature in Zoho Desk is a fantastic tool for tracking changes and ensuring transparency in the helpdesk. However, to make this tool even more effective, I’d like to request an enhancement. Currently, there is no option
                                                                                                  • 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?
                                                                                                  • Free user licenses across all Portal user types

                                                                                                    Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
                                                                                                  • How to easy change layout in existing records in Deals?

                                                                                                    Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
                                                                                                  • What is the Desk API?

                                                                                                    I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"
                                                                                                  • Changing Color Theme of Guided Conversations

                                                                                                    Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
                                                                                                  • Length of Call

                                                                                                    Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!
                                                                                                  • Tip #10: Automatically add tags to Zoho CRM records using form responses

                                                                                                    You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
                                                                                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                  • Using AVG in SQL Query

                                                                                                    My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had
                                                                                                  • Pay Contractor Timesheets

                                                                                                    I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
                                                                                                  • OAuth with Bubble.io API Connector does not work although it is working in Postman

                                                                                                    Hi, I am new to API programming but have successfully connected Google and Asana with the Bubble.io API connector. Also I have setup Postman and can access Zoho APIs successfully e.g. Projects. Scope used is: ZohoProjects.tasks.CREATE ZohoProjects.tasks.READ
                                                                                                  • How to Parse XML Data Returned by API?

                                                                                                    I have several APIs integrated with my CRM and they work great. I am having some trouble though parsing data out of a large string/array in Funtions? I need to be able to pull the DeviceId and the WebSiteDeviceName from each PanelDevice. I would appreciate
                                                                                                  • Foreign Currency Bank Account

                                                                                                    I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks
                                                                                                  • How do you handle existing customers/contacts?

                                                                                                    Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales
                                                                                                  • Quick editing of fields in a report view...

                                                                                                    I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report so
                                                                                                  • Notes from Custom Modules linked to Account Modules

                                                                                                    The way our ZOHO CRM is set up at the moment, whenever a note is entered under a Task or Event the note is visible under both the Task or Event as well as in the notes section under the Account the Task or Event is associated or related to. I have a couple
                                                                                                  • UI / UX Suggestion: Allow Users to Set Colors of Flow Steps

                                                                                                    For those of us who set up complex Flows, it would be nice to be able to color-code different paths / branches for easier future interpretation or troubleshooting. This could take a variety of forms, either highlighting the textual name of the step or
                                                                                                  • Storage Space Issue

                                                                                                    I made a few Header templates in the CRM email that adds some fields ( 2 fields to be exact ) to the subject line, however I ran out of "storage Space" when I need to add it to 3 more members of my team. How do I solve this ? If I need to upgrade , which
                                                                                                  • Server responds internal server error when requesting token

                                                                                                    I am trying to request for token through this url https://accounts.zoho.com/oauth/v2/token I use postman to do this, but everytime I send a request it gives me a 500 response with no messages in it. Below is the screenshot of what i am trying to do. PLease
                                                                                                  • How do I add page breaks to Sales Order templates?

                                                                                                    I would like our Terms and Conditions to start on a new page of the resulting PDF. How do I do this? I tried adding <div style="break-after:page"></div>, but this did not work.
                                                                                                  • Task Timer is missing

                                                                                                    Hi, new here to Zoho... just discovered it yesterday and it looks like a really excellent application!! I signed up but seem to have actually lost some functionality since I did ?!  The handy little way to update your timesheets by mousing over the task and clicking on the green clock is no longer there for me.  I am talking about what is described in this post: http://forums.zoho.com/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000027532# Now the green clock icon does not appear. 
                                                                                                  • Chronicles of 2024: The Year in Retrospect

                                                                                                    As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
                                                                                                  • Zoho CRM v2.1 deprecation or sunset plans ?

                                                                                                    Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
                                                                                                  • Hide recent projects section?

                                                                                                    Is there a way to hide the recent projects section? It's not that useful to us and never gets looked at, but takes up valuable screen real estate. Can't see an option or any button to close it. Can we do this? If not can it be added? Chris.                  
                                                                                                  • project profitability

                                                                                                    I would love to be able to see my costs for non-billable tasks without that impacting my revenue budget. My project budget type is based on project and my billing method is based on staff hours. if I turn on the option to include non-billable hours in
                                                                                                  • Move data from any fields or upload files to the attachment section in Deluge.

                                                                                                    LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="
                                                                                                  • Next Page