Recent Topics
Auto messages / Bot messages in Cliq Channel we can't control
Hi, in Cliq we are getting automated reminder messages we don't want. Who / which app is sending these messages and how do I turn them off? Thanks
Select a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the right
Private Contacts & Tasks
What is the timeframe for being able to filter Activities and Contacts from being viewed by the rest of my team? I sync with Outlook and the ability to create a task that is private would be of great help. I have to take my dog to the vet this morning and because I put it in my Outlook calendar, now my whole team is aware of it because I had no way to mark it "private" in zoho. A simple checkbox would be great! I would be more than happy to provide examples of how ACT does this. For each event or
Hide Weekend and Non Operational Hours
I am creating a Meeting Tracker and using the pre-template Conference Room Booking. I want to display a timeline chart that only shows weekdays and operational hours. Currently, the chart includes Sunday, Saturday and all hours (0 to 24). I have hidden
Report for leads given to sales people and converted leads
Hi, I think i've asked about this before. I would like to be able to tell how many leads a sales person has been given during a specific period and also how many have been converted to potentials. This was easy in Sales force as sales force always kept
Search API do not working
Trying to search sales order record thru reference number but no result back. Do anyone can help me to debug the deluge? Record API Name
Books needs progress invoice template
All of the data fields seem to be available in Zoho Books but there is no progress invoice template that would show original project amount, actual amount billed, percentage of project billed, percentage actual expenses have gone over estimated amount,
unable to send message email outgoing blocked 554.5.1.8
Hi good day to you, After migrating to a new hosting, I cannot send outgoing email, with an error message as below : unable to send message email outgoing blocked 554.5.1.8 Please kindly unblock my account, as I am in a rush to use it to work & communicate
Imap and imappro?
what is the difference in using imappro.zoho.com or imap.zoho.com ? Regards
Syntax error that does not make sense.
Hi all, I cannot fingure out where this syntax error is coming from. I need to add this to a workflow to update a Contact record Account field by matching the email domain with the website domain in the Account record. I found a solution using Zia Search
Ticket add ons with settings
One of the key functions that backstage is missing right now? Is the ability to do ticket add-ons. These are used for upselling items and options and generating additional revenue for event organizers. Need to include; The ability to set available quantities
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,
Categorize report values into number-based or picklist based columns to optimize your business operations
Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columns
Anyone use Multi-Language? Export file doesn't have all fields
To anyone who successfully implemented the Languages>>Multilingual feature in Desk? The export file I'm getting is missing a lot of fields and picklist values. Did you face that also? If so, how did you address it? I have a support ticket for this but
How can I make the chat widget looks like this?
can't seem to find the option. mine just show a huge blue blank space.
Enroll, Script, Win: Hackathon 2024!
Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOW
Automation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
Is something wrong with the visitor tracking dashboard?
There is a visitor that has my own IP that it's been online for 7 + hours and do not dissapears from the dashboard. I had set my ip to do not track. how can I clear that visitor? also I do not get any new visitors to show on the dashboard unless I reload
Apostrophe not working in Campaigns
I'm trying to edit a subscription form template in Zoho Campaigns, but it won't accept apostrophes in the button's text. It converts it to "'" and I can't find any way around it.
Need help: Different email notifications for manually created tickets vs email-generated tickets
We're trying to set up different email notifications based on how tickets are created in Zoho Desk: When a customer emails us, they should receive the standard "Acknowledge Contact when a new Ticket is received" notification When our staff manually creates
WHMCS Supporting Ticketing System connecting Zoho desk
Currently we are using WHMCS Supporting ticketing system. but now i need connect with ticketing system with zoho desk. how do i connect with this.,
Could someone help me achieve this
I want to make Zobot allow my visitors to schedule an appointment using Zoho Bookings. My staff's working hours are Monday to Friday from 9 AM to 6 PM. I already have my Zoho Bookings account, and I've read the documentation for the plugins, but I still
Chrome autofill breaking subform
I have a form that uses a lot of subforms. One of these subforms is setup to populate 7 rows for the public to fill out. this is an on load workflow. When using chrome's autfofill feature for a preceding address field, it breaks a multiselect field in
Change text in help desk
Hi, Please let me know how can i change the this text, see screenshot.
Domain Mapping Zoho Desk
Hi, I'm trying to follow this article: https://help.zoho.com/portal/en/kb/desk/organization-settings/articles/support-domain-mapping I created a subdomain on cPanel: customerservice.mydomain.com What DNS registration do I need to do exactly? The type
Layout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
Add/Remove Values on Picklist via Deluge Function/Workflow
I'm trying to figure out how to add or remove a value on a picklist within CRM. For this case, it would need to be done in a workflow function. I see some options for Zoho Creator, but none for Zoho CRM. Are there any functions that can accomplish t
Zoho desk desktop application
does zoho desk has a destop applicaion?
Export an email as an HTML file?
How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense
Moving a Support address to a different Department
Hi, I have the following challenge. We are moving our technical support to its own department. That means that one of our teams, currently part of a service department, shall be moved to the Technical Support department. How can we move the team/support
Implementing Segment-Specific Uniqueness Rules in Zoho CRM
Context: In our organization, we use Zoho CRM to manage leads divided into three main segments: Segment A, Segment B, and Segment C. Each segment has its own management hierarchy, with a dedicated head and several executives handling the leads within
Features Req: Service-Specific Calendar And Limit number of bookings per guest
By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation
WorkDrive TrueSync now supports ARM64-based Windows devices!
We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experience
Having trouble trying to send with a template
Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocument
Enhance Delay Configuration in Zoho Flow
Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
Anyone else having a problem with the macros?
After I have made a macro and saved it, I went to the manage section, but it does not show the macro (or any macro) I've made. Suggestions or solutions would be much appreciated.
Edge Browser Autofill
When using the autofill feature on the Edge browser, multiple fields open up and start glitching. Please see attached
Unattended access of Zoho Assist with Slack Integration
Can we integrate Slack with Zoho Assist to enable seamless troubleshooting on Intune laptops without sharing admin credentials with users? Specifically, we'd like to 1. Integrate Slack with Zoho Assist 2. Allow technicians to access Intune laptops for
Migrating from Evernote: Results in MacOS vs iOS
I’ve just become a Zoho Notebooks user and very easliy migrated my notebooks and notes from Evernote. The issue I’m experiencing is on IOS on both an iPad and an iPhone, which both exhibit the same behavior. If the orignal note had an image and text (in
This was announced 3 years ago: Export for other platforms are in development and will soon be live in fore coming updates.
When will it be possible to export in pdf and Markdown? Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export
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