Tip #4- How to join a remote support session in Zoho Assist- 'Insider Insights'

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• Amali Steffi Raj J

  

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• Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

  Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

• 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

• Subform Client Script

  Good day,  I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

• Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

  L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

• Calendar Bookings in Recruit

  Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

• Getting Error : Developer Tool Detected

  Hi Team, Getting the error during open the portal, error attached on the same ticket. Please check and help us to resolve the same.

• Send Zoho Creator Template by Email or sendemail

  Hello All Question:- How we can send the Zoho creator email template using the send email by the workflow or using the Function? by the Workflow sendmail [ from: zoho.adminuserid to: "zohodeveloper@yopmail.com" subject: "Test Template" message: "Test

• Upgraded to Zoho One but Zoho Meeting still says Free Plan

  I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it

• 新年のご挨拶、直近のイベントスケジュール

  🎍🐍謹賀新年🎍🐍 ユーザーの皆さま、明けましておめでとうございます！ コミュニティチームの中野です。 本年もよろしくお願い致します。 昨年のZoho Japanコミュニティでは、東京・大阪・名古屋・福岡 4都市でのユーザー交流会開催や、自社最大イベント「Zoholics Japan 2024」でZoho Championの皆さまとのパネルディスカッション、10月の東京ユーザー交流会では本社CRMプロダクトマネージャーを招きロードマップ解説セッションの実施、さらにZohoアンバサダープログラムのローンチ（近日公開予定）など、新たな取り組みに挑戦しました。

• 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

• Client script: Can not choose a date field for an onChange field event

  Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

• Upgrade User

  Hi Sir/Madame, I have 7 users in my organisation but I need upgrade more space only 2 users. Is it possibe? Thanks

• Dashboard Auto-refresh

  Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support

• Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)

  hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into

• add meeting link

  i want to add A meeting link in the mail when the user book the appointment then with the conformation mail i want to add meeting link there

• Zoho One - White Label

  Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

• Missing parameters in request, any way i can figure out what parameters i need to add?

  const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":

• Running Total % in Pivot with filters

  Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add

• Included in Zoho One?

  Will LandingPage eventually be included in Zoho One?

• Add an "Impersonate" feature to Zoho Projects

  It would be nice to have an "impersonate" feature added to Zoho Projects that would allow administrators to impersonate employees to enable administrators to see for themselves what employees can and cannot see in the system. I am aware of all of the

• Select CRM Custom Module in Zoho Creator

  I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

• GROUPING OF CUSTOMER

  SIR PLEASE ADD GROUPING OF CUSTOMER IN ZOHO BOOKS

• Zoho LandingPage is integrated with Zoho One!

  Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

• 2024 Wrap: Rediscover these features and enhancements in Zoho CRM

  Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announced

• A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

  Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Update Candidate Status Through Workflow in Blueprint

  Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,

• Zoho Canned respond do have a huge lag issue.

  Previously the Zoho canned respond works perfectly ... on once server update and all the Canned respond enconter huge lag... in the end cause most of the canned respond just shown code with /xxx and not the sentence....

• ShipStation and Zoho Inventory

  Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

• Saving slide elements

  I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?

• Are downloadable product available in Zoho Commerce

  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

• Function #10: Update item prices automatically based on the last transaction created

  In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

• Move site from WIX to ZOHO Sites

  I have a simple website on WIX.  I am wondering if someone is available to help me move this website - https://www.videothreezero.com/ to ZOHO.  Michael  Boston

• zoho calendar week view - "super compact by default"

  every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?

• Change work hours per day for employees

  Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

• Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships

  Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to

• Adding New Domain to Zoho mail

  Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,

• I cannot receive emails.

  I need help, I've tried everything but I still can't receive emails from other people. I can send it but I can't receive emails, When I created the email it was all in order and suddenly I can't get emails from anyone anymore.

• Incoming Gmail Email Not Coming Into Zoho

  My outbound email from Zoho is working, but when people respond to the email, it's not coming back into Zoho. I can see it when I'm in Gmail, but it's not in Zoho.

• Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked.

  Preciso de ajuda não consigo enviar emails,conta recen criada

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