Recent Topics
How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?
Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of
Zoho Kiosk - Products module
I am creating a kiosk to build a new product. The Create Record method does not have the Products module as a choice. What is the procedure to get the Products module into this list?
Need Help Validating Requests in Channel Pull & Push Integration
We’re currently working on an integration that utilizes Channel Pull & Push functionality. As part of this, we need to validate incoming requests, but we’re facing some challenges in getting the validation steps to work correctly. Here’s a simplified
Add "Merge by Ticket ID" Option on Ticket Screen
Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second
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?
Export CSV from published public report
Is there a way to create a perma link to a pull the CSV or other export type for a published report?
Editing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
How to send invoices to 2 emails?
Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.
What can we do on our end to improve the Answer bot answers?
Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
Google ads and zoho forms thank you page 2025
We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how to
Error 403: Forbidden When Updating Email Signature via API
Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
Include SalesIQ activity when sending Forms data to CRM as a new Lead
Is there a way that when I get a new lead via a zoho form on my website to include the activity in CRM? I have Sales IQ integrated with the form however, most of my leads do not talk to us through the chat fuction but they do fill out a zoho form. Id
Subject Line Editing
Good morning How can we change the subject line of an email?
Should I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understand
Surely it's time Inline editing from views
I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
Zoho Desk, call integration
Hello All, I searched a lot but i can't find any answer. I would like to recieve phone call if I recieve a critical case or lets say a case. whatsapp call also ok. Can we do that?
Is there any transcription services that comes with ZOho Meeting or Webinar
Thanks
Critical Need for Global Search in Zoho FSM
Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
Inventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
Jira integration - view the attachments in ticket
Hi, When i create a ticket in Desk with an attachment and after that i create a Jira Bug (via the Jira-Zoho integration) then my developers can not see the attachment. How to solve this? Regards Herman
Adding Product Photos through Import or In Bulk
I am about to add about 1000 products in the CRM. I am shocked that there is no way to add product photos through the Import feature. I'll be spending days adding product photos.... Very dissapointing. Anyone know of a work around to add product photos
Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
What is the Use Case for Business Messaging when Live Chat already exists?
Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the
restrict access to user to create invoice
hi team we need to restrict particular users from accounts dept to create invoice directly from invoice module in zoho books . Rather , they can only able to create invoice is by using "convert to invoice" from "Sales Order" module . pls help us to solve
Zoho Writer: Zoho CRM Variable issue
Hi, I encountered an issue when using the Zoho CRM Global Variable in Zoho Writer while triggering a merge from a custom function in a button. In the document template, I'm calling the Zoho CRM Global Variable, but its value isn't being displayed at all.
how to sync shopify orders to zoho inventory instantaneously?
hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.
React Native SDK Build error
* What went wrong: > Could not find com.zoho.salesiq:mobilisten:7.0.2. Searched in the following locations: - https://oss.sonatype.org/content/repositories/snapshots/com/zoho/salesiq/mobilisten/7.0.2/mobilisten-7.0.2.pom - https://repo.maven.apache.org/maven2/com/zoho/salesiq/mobilisten/7.0.2/mobilisten-7.0.2.pom
Sharing sheet without affecting original spreadsheet
I want to share a sheet using a password unique to the end user who will be able to enter data that will help them make a decision. I don't want or need any changes to show up to original file inside my Zoho account. I will be sharing this sheet over
How to give Supervisor access to all chats? Transfer and invite other operators?
Any chat system had levels, The supervisor can control the associate chats! but here is different! I can not find how to give the supervisor accsess to this.
Important notice for WordPress users: SalesIQ plugin updates
Hello everyone, This post would concern only the users who have SalesIQ integrated with their WordPress sites. We have now updated the method to connect your SalesIQ account to your WordPress site using the SalesIQ plugin. We now have a dedicated link
No Incoming Call Notice - SalesIQ Mobile App
Hi there! When a visitor selects Call instead of chat, I do not receive notifications of incoming calls on the SalesIQ mobile app. I receive a notice of a Missed Chat after the visitor hangs up. I think the Calls are still in Beta? It is a pretty cool
Closing Accounting Periods - Invoice/Posting dates
Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
Europäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt
While importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."
Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.
Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.
Item sales account via api
Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
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