InvokeURL butchering JSON for OpenAI API calls

InvokeURL butchering JSON for OpenAI API calls

My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to a list of known schools from a public database that has both a standardized school name, address, phone number, and other data about the school (along with a unique identifier) stored in our org's Zoho Analytics database.

To accomplish this, we are trying to leverage OpenAI's API to find a "best match" of the unique ID. When a school is created in our system, I am getting the "State", "Zip", and entered school name. This runs a query in Zoho Analytics to return batches of 250 schools in that state at a time (to avoid API size problems), and runs this through OpenAI to find which in each batch is the closest match to what was entered, and saves that to a new array. This repeats for all schools in the state, then afterwards runs the set of "winners" through OpenAI one more time to get the best overall winner.

The problem is our API call to OpenAI - it continually returns 

{"error":{"message":"We could not parse the JSON body of your request. (HINT: This likely means you aren't using your HTTP library correctly. The OpenAI API expects a JSON payload, but what was sent was not valid JSON. If you have trouble figuring out how to fix this, please contact us through our help center at help.openai.com.)","type":"invalid_request_error","param":null,"code":null}}

I verified several times that my JSON body is indeed correct. I also have alternated between using "parameters" and "body", and various ways to stringify the payload - none of which have any improvement. Recommendations from ChatGPT believe that regardless of me specifying "content-type: application/json", it is still mangling the payload.

The worst part is - this actually worked just fine until last night (October 17, 2025), sometime around 5pm. I had been running the version of the script below to back-fill our existing school database, which had been calling this API every 45 seconds for a couple days without any errors. OpenAI insists they have not changed anything on their end, and zoho insists the same on theirs. Any help would be appreciated.

string standalone.SetSchoolAddressAPI()
{
PAGE_SIZE = 250;
random = randomNumber(1,50);
school = zoho.crm.searchRecords("Schools","(NCES_School_ID:equals:99)",1,random);
st_school_id = school.get(0).get("id");
info st_school_id;
school = zoho.crm.getRecordById("Schools",st_school_id);
school_name = ifnull(school.get("Name"),"");
acc_id = null;
if(school.containsKey("Account") && school.get("Account") != null && school.get("Account").containsKey("id"))
{
acc_id = school.get("Account").get("id");
}
account = Map();
if(acc_id != null)
{
account = zoho.crm.getRecordById("Accounts",acc_id);
}
account = ifnull(account,Map());
school_zip = ifnull(school.get("Zip"),account.get("Billing_Code"));
school_state = ifnull(school.get("State"),account.get("Billing_State"));
target_name = ifnull(school_name,"");
state_input = ifnull(school_state,"");
zip_input = ifnull(school_zip,"");
/***** --- Enforce state presence & normalize --- *****/
if(state_input == null || state_input == "")
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
return "No state on record; aborting NCES match.";
}
state_input = state_input.trim();
/***** === Zoho Analytics fixed config (unchanged) === *****/
workspace_name = "Zoho CRM Analytics";
view_name = "NCES Schools";
owner_email = "xxx";
ws_enc = zoho.encryption.urlEncode(workspace_name);
view_enc = zoho.encryption.urlEncode(view_name);
endpoint = "https://analyticsapi.zoho.com/api/" + owner_email + "/" + ws_enc + "/" + view_enc;
/***** === Step 1: Count rows by state === *****/
state_esc = state_input.replaceAll("'","''");
count_sql = "select count(*) as total_count from \"" + view_name + "\" where \"State\"='" + state_esc + "'";
count_params = Map();
count_params.put("ZOHO_ACTION","EXPORT");
count_params.put("ZOHO_OUTPUT_FORMAT","JSON");
count_params.put("ZOHO_SQLQUERY",count_sql);
count_params.put("ZOHO_API_VERSION","1.0");
count_resp = invokeurl
[
url :endpoint
type :POST
parameters:count_params
connection:"zoho_analytics_conn"
];
total_count = 0;
// First try KV shape: {"data":[{"total_count":"10398"}]}
if(count_resp != null && count_resp.containsKey("data") && count_resp.get("data") != null && count_resp.get("data").size() > 0)
{
tc_raw = count_resp.get("data").get(0).get("total_count");
if(tc_raw != null)
{
total_count = tc_raw.toLong();
}
}
else
{
// Fallback to rows shape:
// {"response":{"result":{"column_order":["total_count"],"rows":[["10398"]]}}}
if(count_resp != null && count_resp.containsKey("response"))
{
resp_obj = count_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
// rows are arrays, so first cell holds the count as string
if(first_row != null && first_row.size() > 0)
{
tc_raw2 = first_row.get(0);
if(tc_raw2 != null)
{
total_count = tc_raw2.toLong();
}
}
}
}
}
}
}
/***** === Step 2: Build list of page indexes (Deluge compliant, no while) === *****/
page_map = list();
num_pages = (total_count / PAGE_SIZE).toLong();
if(total_count % PAGE_SIZE > 0)
{
num_pages = num_pages + 1;
}
// use nested for-each loops over a fixed dummy list to reach num_pages
dummy = list();
for each  d in {"a","b","c","d","e","f","g","h","i","j"}
{
// outer loop (10×)
for each  e in {"1","2","3","4","5","6","7","8","9","10"}
{
// inner loop (10×)
if(page_map.size() < num_pages)
{
page_map.add(page_map.size());
}
}
}
/***** === Step 3: For each page, fetch candidates and pick a batch winner via OpenAI === *****/
batch_winners = list();
for each  p in page_map
{
offset_val = p * PAGE_SIZE;
sql_batch = "select \"State\",\"School Name\",\"NCES School ID\",\"Zip\"" + "from \"" + view_name + "\" where \"State\"='" + state_esc + "' " + "limit " + PAGE_SIZE.toString() + " offset " + offset_val.toString();
params = Map();
params.put("ZOHO_ACTION","EXPORT");
params.put("ZOHO_OUTPUT_FORMAT","JSON");
params.put("ZOHO_API_VERSION","1.0");
params.put("KEY_VALUE_FORMAT","true");
params.put("ZOHO_SQLQUERY",sql_batch);
count_params.put("ZOHO_API_VERSION","1.0");
resp_batch = invokeurl
[
url :endpoint
type :POST
parameters:params
connection:"zoho_analytics_conn"
];
/***** Parse candidates safely no matter the response shape *****/
candidates = list();
if(resp_batch != null)
{
// Case 1: Key-value format (normal Zoho Analytics JSON)
if(resp_batch.containsKey("data") && resp_batch.get("data") != null)
{
candidates = resp_batch.get("data");
}
// Case 2: Nested "response" > "result" > "rows" format
else if(resp_batch.containsKey("response"))
{
resp_obj = resp_batch.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
// convert matrix rows into list of maps for consistency
for each  row_item in rows_list
{
row_map = Map();
// optional: if you have column_order, map by index
if(result_obj.containsKey("column_order"))
{
cols = result_obj.get("column_order");
idx = 0;
for each  col in cols
{
if(row_item.size() > idx)
{
row_map.put(col,row_item.get(idx));
}
idx = idx + 1;
}
}
candidates.add(row_map);
}
}
}
}
}
if(candidates.isEmpty())
{
info "No candidates found for this page (state=" + state_input + ")";
continue;
}
/***** Build compact OpenAI prompt for this batch *****/
cand_lines = "";
for each  c in candidates
{
id_short = ifnull(c.get("NCES School ID"),"");
name_short = ifnull(c.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(c.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
cand_lines = cand_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + cand_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
ai_resp = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
// ========== Step 4: Inspect result ==========
best_id = "";
best_conf = 0.0;
raw_content = ai_resp.get("choices").get(0).get("message").get("content");
// Remove markdown fences if present
cleaned = raw_content.replaceAll("(?s)```json|```","").trim();
parsed = cleaned.toMap();
school_id = parsed.get("nces_school_id");
confidence = parsed.get("confidence");
for each  c in candidates
{
if(c.get("NCES School ID") == school_id)
{
if(confidence > 0.8)
{
//do not put low-confidence candidates in the winner batch
c.put("confidence",confidence);
batch_winners.add(c);
break;
}
}
}
}
/***** === Step 4: Final round — pick overall best among batch winners === *****/
if(batch_winners.size() == 0)
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
info "No candidates found for state=" + state_input;
}
winner_lines = "";
for each  w in batch_winners
{
id_short = ifnull(w.get("NCES School ID"),"");
name_short = ifnull(w.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(w.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
winner_lines = winner_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + winner_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
final_ai = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
selected_nces = "";
confidence = 0.0;
contentText = final_ai.get("choices").get(0).get("message").get("content");
// Step 2: Sanitize it — remove code block markers and trim spaces/newlines
cleanText = contentText.replaceAll("```json","");
cleanText = cleanText.replaceAll("```","");
cleanText = cleanText.trim();
// Step 3: Parse the cleaned string as JSON
contentJSON = cleanText.toMap();
// Step 4: Extract the NCES/NCAS ID
selected_nces = contentJSON.get("nces_school_id");
/***** === Step 5: Find selected record and update CRM (unchanged) === *****/
/***** === Step 2: Fetch single row by NCES School ID === *****/
row_sql = "select \"NCES School ID\", \"Website\", \"Address\", \"Address 2\", \"City\", \"State\", \"Zip\", \"Phone\", \"Grade Level\" " + "from \"" + view_name + "\" " + "where \"NCES School ID\" = '" + selected_nces + "' " + "limit 1";
row_params = Map();
row_params.put("ZOHO_ACTION","EXPORT");
row_params.put("ZOHO_OUTPUT_FORMAT","JSON");
row_params.put("ZOHO_SQLQUERY",row_sql);
row_params.put("ZOHO_API_VERSION","1.0");
row_resp = invokeurl
[
url :endpoint
type :POST
parameters:row_params
connection:"zoho_analytics_conn"
];
/***** === Step 3: Parse response and assign variables === *****/
nces_id_final = "";
Website_final = "";
Address_final = "";
Address2_final = "";
City_final = "";
State_final = "";
Zip_final = "";
Phone_final = "";
Grade_final = "";
// First check for JSON KV structure
if(row_resp != null && row_resp.containsKey("data") && row_resp.get("data") != null && row_resp.get("data").size() > 0)
{
row_data = row_resp.get("data").get(0);
nces_id_final = selected_nces;
Website_final = ifnull(row_data.get("Website"),"");
Address_final = ifnull(row_data.get("Address"),"");
Address2_final = ifnull(row_data.get("Address 2"),"");
City_final = ifnull(row_data.get("City"),"");
State_final = ifnull(row_data.get("State"),"");
Zip_final = ifnull(row_data.get("Zip"),"");
Phone_final = ifnull(row_data.get("Phone"),"");
Grade_final = ifnull(row_data.get("Grade Level"),"");
}
else
{
// Fallback for "rows" format
if(row_resp != null && row_resp.containsKey("response"))
{
resp_obj = row_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
if(first_row != null && first_row.size() >= 9)
{
nces_id_final = ifnull(first_row.get(0),"");
Website_final = ifnull(first_row.get(1),"");
Address_final = ifnull(first_row.get(2),"");
Address2_final = ifnull(first_row.get(3),"");
City_final = ifnull(first_row.get(4),"");
State_final = ifnull(first_row.get(5),"");
Zip_final = ifnull(first_row.get(6),"");
Phone_final = ifnull(first_row.get(7),"");
Grade_final = ifnull(first_row.get(8),"");
}
}
}
}
}
}
country = "USA";
if(isNull(State_final))
{
country = "";
}
update_map = Map();
update_map.put("NCES_School_ID",nces_id_final);
update_map.put("School_Website",Website_final);
update_map.put("Address",Address_final);
update_map.put("Address_2",Address2_final);
update_map.put("City",City_final);
update_map.put("State",State_final);
update_map.put("Zip",Zip_final);
update_map.put("School_Phone",Phone_final);
update_map.put("Grade_Level",Grade_final);
update_map.put("Country",country);
update_rec = zoho.crm.updateRecord("Schools",st_school_id,update_map);
info st_school_id + " Updated";
/***** === Diagnostics === *****/
diag = Map();
diag.put("school_id",st_school_id);
diag.put("selected_nces_school_id",nces_id_final);
diag.put("model_confidence",confidence);
used_fallback = false;
if(selected_nces == "" || selected_nces == null)
{
used_fallback = true;
}
diag.put("used_fallback",used_fallback);
return diag.toString();
}
    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
    • Recent Topics

    • Sign Out

      Hello, I have a doubt with Permalink. I have a view created with critera to show only the records belonging to the user who has sign in. The problem is that the different users use the same computer and some times the user login keep signed, and when I send the permalink (by email) of the view, the users enter with other login signed. Moreover the permalink view doesn�t allow to do a log out. May I add something in the permalink to request always sign in? Sorry for my English. Many thanks! Regards
    • Announcing new features in Trident for Windows (v.1.39.4.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening communication and simplifying workflows. Let’s dive into what’s new! Upload email attachments to WorkDrive. Until now, you could
    • Introducing Automatic Field Addition (Text Tags) in Zoho Sign

      Hello, Today we are excited to announce the general availability of automatic field addition (text tags) feature in Zoho Sign. Now, you can now add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process. For example: when you add text tags to your sales orders, new employee contracts, and NDAs, Zoho Sign will add the corresponding fields when these documents are uploaded for the signing process. If you
    • Introducing Built-in Telephony in Zoho Recruit

      We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every
    • Do not use isnull()

      Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.
    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
    • Splitting Transactions in Zoho Books

      I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to
    • Statement Aging On Cutomer Statement

      Hello, Is it possible to put aging on customer statements? Current 1-30days 31-60days 61-90days 91-120days Over 120 days. See attached image from another accounting package. Many customers pay off a statement and clear older invoices.
    • Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

      Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded
    • Response rate and time on social media

      Hello, I just want to know if it's possible to manage the response rate and response time from my social media on zoho social ? I don't see any statistical reports on the online scoreboard ? Thank you in advance for your response and sorry if the question has already been posted
    • Whatsapp BOT with CRM

      Hello, how do you use Whatsapp integrations in zoho CRM?
    • Ability to translate Zoho CRM Kiosks

      Hi team, Is support for translating kiosk text and screen names in the Zoho CRM translation tool planned on the roadmap? Thanks,
    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
    • Editing the list of Categories in the Categorize Manually section of Banking in Zoho Books

      Hi, I need to create two new Categories called Withdrawals and Deposits to categorize payments in a bank account. How do I edit the Categories list?
    • Can I write a check in Zoho Books with no associated bill?

      This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 
    • [Free Webinar] Intelligent document processing with Zoho RPA

      Hello everyone! Greetings from the Zoho RPA team! We're excited to invite you to our upcoming webinar on intelligent document processing with Zoho RPA, where we'll introduce powerful new capabilities designed to make your automation journey smarter, faster,
    • Zoho People > Performance Management > Appraisal cycle

      Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
    • Send emails directly via Cases module

      Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization
    • Webinar Alert: Supercharge landing pages with data insights | Zoho LandingPage

      Every visitor to your landing page leaves behind valuable data, but are you leveraging it to improve conversions? Join our expert-led Landing Page Analytics webinar to learn how to track, analyze, and optimize landing page performance with Zoho LandingPage’s
    • Bulk Deletion of Zoho Projects Using Node.js and Zoho Projects API

      Zoho Projects currently does not provide a built-in option to delete multiple projects in bulk from the UI. When working with testing environments or large numbers of temporary projects, deleting them one by one becomes time-consuming. To address this,
    • Show unsubscribed contacts ?

      Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
    • Track Marketing Automation Campaigns in Zoho CRM

      Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in
    • Validation rule for Date field

      The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative
    • Easily map shift data fields during user imports

      Greetings all, You can now include all your shift-related data for your users without any hassle during user imports. With this enhancement, the Map Import Fields to Zoho CRM option includes all shift-related fields: Current Shift, Next Shift, and Shift
    • Unable to send

      Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being bloked by SpamCop.net Please help can somebody help me?
    • How do you arrange order in which the speakers are listed in a session once they have been selected?

      Probably another simple thing I've missed but I can't find how to arrange the order in which the speakers are listed in a session once they have been selected. We usually want the speakers listed alphabetically by last name, but sometimes not. Once the
    • Product Updates in Zoho Workplace applications | February 2026

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of February. Zoho Mail Organize Personal Notes with Collections You can now create collections under My Personal
    • Bank Feed shows redacted description numbers (xxxx)

      Hi All, Is there any way to change this behaviour? Either Zoho or Yodlee is redacting important numbers from the transaction description, preventing us from being able to easily recognise and reconcile transactions. For example, a transaction with a description
    • Introducing note actions and dynamic visibility in Kiosk Studio

      Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields
    • Regarding the Recipient Email change

      I was not being able to change the Recipient email. Kindly resolve the problem
    • Request to Customize Module Bar Placement in New Zoho CRM UI

      Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
    • kanban view for client portal

      Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they
    • 【Zoho CRM】サンドボックスのアップデート:メール送信トレイ機能の追加

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 CRMのサンドボックス(テスト環境)にメールの送信トレイ機能が追加されました。 本番環境でメール配信の前に、サンドボックスで送信される全てのメールを確認・検証できます。ワークフロー、承認プロセス、一括送信など、あらゆる送信パターンに対応しています。 「メールの送信トレイ」機能を使うと、顧客へ送信する前にメールの内容を事前確認できます。項目の欠落や書式の乱れなど、あらゆる問題をサンドボックス内でチェックできるため、本番環境でのトラブルを未然に防ぐことに役立ちます。
    • Force mandatory entry on one of two fields on Contacts

      We are finding our users aren't always entering a phone number or email address of a contact. We would like to make these fields mandatory but realize they won't always have both pieces of information, but should at least have one. Is there a way to make
    • How can I prevent having recepients from being added as contacts in Zoho Desk?

      How can I prevent having recepients from being automatically added as contacts in Zoho Desk? There's no option to disable this.
    • Agent Concern

      would like to ask the difference between an agent and a light agent. can a light agent close a ticket. thank you.
    • Train Zoho Answer Bot Based on Customer

      Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have
    • Non-depreciating fixed asset

      Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
    • Errorcode 554

      Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop. Please can somebody help me?
    • Spamcop

      Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"
    • Next Page