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• Notifications mention the wrong user when tickets are updated.

  I'm having an issue with the notifications/Feed in Desk when tickets are updated in any way. All actions taken are assigned to a single user no matter who performed the action. For example lets imagine my organisation has 3 users: User A, User B, User

• Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns

  Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential

• Kaizen #91: Dynamic Lookup filters using Client Script

  Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify

• Assign layout when using TIckets API

  When using the tickets api to create a ticket, can you assign a layout? I don't see it in the list of fields availabe.

• Pusat bantuan bank-btn 0812-7397-2676

  Pusat bantuan bank-Btn 0812-7397-2676

• How to make the Merchant and Expense Date fields required when entering a new expense

  How do I make the Merchant and Expense Date fields required when entering a new expense? I was able to make the Projects field mandatory by going to Admin < Settings < Customization < Modules < Expenses < Fields and checking the mandatory box, but the

• Is it possible to create a quote for a prospect WITHOUT an associated Account?

  Although most of my clients pay for their services through their organizations, I have a few who pay out of pocket for 1-to-1 coaching. They don't have an associated account as they are processing these payments as individuals (not affiliated with any

• Scheduled Report Query

  I have this scheduled workflow in Zoho Creator that emails a report named Stocks_Details which uses the Add_Stock form. In the report, I also added a field called Threshold from the Add_Product form and it's connected through the Product_Code field. Now

• Zoho Desk Users Meetup Coming to Australia & New Zealand in April 2025

  Hello to our Community in Australia & New Zealand, Here's some news for you : Zoho Desk Experts are coming to your city! While you take the opportunity to meet with them and widen your business opportunity, you also get the chance to meet with fellow

• "Project" function within Zoho Books vs Zoho Projects

  Hello, I have a small consulting business and recently subscribed to Zoho Books. I require some level of project management for my business. I am wondering if the "Project" functionality in Zoho Books would be sufficient for a small business, or if I

• Zoho Survey – Page Skip Logic Not Working

  Hi everyone, I'm experiencing an issue with the page skip logic in Zoho Survey. Last week, it was working fine, and I haven’t changed anything in the settings. However, today the skip logic is not working at all. I also tried testing it with different

• Zohomail

  Hi ! We are unable to configure zohomail imap / pop . Two factor authentication is off. Its keep on asking password and user id. Please help. Sajith

• Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit

  Hi, My user is not able to send email. The error is Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit. How to procede? Thanks Ana Rita

• OCR for PDF

  Is there a way to OCR a PDF?

• Lookup Field not linking to Contacts on iPad or Tablet

  I have created a Custom Module that has a field that does a lookup to accounts and contacts. The lookup field works when using a PC, but not when using an iPad or tablet Does anyone have any suggestions why? Thanks in Advance

• Zoho Payroll: Product Updates | February 2025

  This March, we're thrilled to unveil new updates that bring ease and precision to your day to day payroll operations. As Zoho Payroll evolves to adapt to your business needs, let's take a look at the updates we've released over the past months. Zoho Payroll

• please unblock my account for mailbox size--I purchased a subscription

  I am not receiving new emails and I can not send emails. And I get this bright red message when logging in: Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked. The "click

• Use result of one formula field for another formula field

  Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,

• Populate Data from Zoho Creator to Zoho Sheet

  Hi People, Any recommendations for the use case below? Use Case: 1. Extract all projects along with their related tasks, timesheets, and issues and create a consolidated file Initial Approach: 2. A scheduled workflow will trigger in Zoho Creator to extract

• Conditional formatting - Making negative numbers red

  Is it possible to make negative numbers red? Or even better, is it possible to add conditional formatting to cells or to the text?

• Track Items - Sprints History

  I want to track when items move from "Active Sprint" to "Upcoming Sprint" or "Backlog" in Zoho Sprints. I need to display these items in reports or graphs in Zoho Analytics or Zoho Sprints. How can I do this? We have Deal History in Zoho CRM, but I couldn't

• Security / Low Voltage Company Site Examples

  Hi. We are planning on migrating our website to Zoho sites and are looking for examples of other Zoho sites. We are an IT Services Integrator that specializes in Security, Alarm, Access Control, Voice and Data. If you offer similar services I am interested

• UpdateRecord for contacts doesnt work from rule from another custom module

  I have a function that is triggered by an automatic rule when a record is created or edited in a custom module. The function searches for a record in the Contacts module and saves it in a lookup field of the newly created or updated record. It also updates

• Is there any workaround or method to restrict user login to a particular device

  Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure

• Zoho Analytics and Linked Workspaces

  I have a main workspace that contains all of the data for my company. I have need to allow users to build dashboards and reports for their departments, BUT I can't give them access to the main workspace as it contains all the company financial and employee

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• Automatic Retry Mechanism for Failed Workflows in Zoho CRM

  Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-related

• Invitation/reminders in CRM events using custom templates and contacts

  Hi. I'm sure you have several similar requests for something like this but I'd liek to make a suggestion for something that would surely be widely used. Our business is a service related operation that works on the basis of taking bookings for particular

• Does this count as multiple pages? Or only 1?

  Hello, I am trying to build a specific scenario within Zoho, but the trial indicates I need to upgrade to be able to test. Basically I have Zoho One and want to use Zoho CRM, Zoho Creator, and Zoho Sites. I see the limit on Zoho Sites is 50 pages. Here's

• IndiaMART Integration for Zoho CRM

  If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM

• For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".

  When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It

• Attachments question

  Hello, I used the zoho forms integration with zoho CRM to upload the generated PDF from zoho forms to the crm module under attachments. Is it possible to make the attachment section visible for my portal users? Thanks!

• How to add paid webinars?

  How to add paid webinars?

• Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

• portal level permissions?

  In creating my client portal using the same canvas as my employees use multiple modules and functions are missing. example: timelines, task, emails, activities. In the portal permissions tabs no option is available to turn on or off these functions. is

• When choosing custom view, load a particular Kanban view by defualt

  I have two custom views defined (say viewA, viewB) in the Leads module. I also have a Kanban views (say K1 and K2) defined in the Leads module. What I would like is that if I select viewA, it automatically loads Kanban via K1. If I select viewB, it automatically

• Zoho SalesIQのチャットボットへのcsvで作ったFAQリストのインポート方法

  上記は設定の中のどのメニューなのか、教えてください。 Chat gptに聞くと、「ナレッジベース」と言います。

• Zoho CRM - jump to section of record via a button

  HI, Is it possible to create a custom button on say the Contacts module so that when you load a contact record, the button and be pressed and it scrolls down to a certain section of the contact record to save all the scrolling each time? We have a lot

• ZOHO FSM integration with ZOHO CRM

  Hi, I run a cleaning company based in London, and we moved to Zoho CRM last summer. We have been using it ever since, with the help of an implementation partner for the initial setup. We are now trying to integrate Zoho FSM for our field technicians.

• 【Zoho Desk】問い合わせの関連付け（親子関係の設定）に関するアップデート

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Parent-Child ticketing upgrades for better efficiency and context ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 Zoho Deskの問い合わせの関連付け（親子関係の設定）機能は、カスタマーサービスにおいて、関連する問題を紐づけることで より迅速かつ効率的に解決するのに役立ちます。 今回、本機能の３つのアップデートをご紹介します。

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