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• Recent Topics

• Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!

  Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than

• Due date calculation

  Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day

• Kaizen #178 - Filters & Criteria in Zoho CRM APIs

  Hey everyone, and welcome back to another week of Kaizen! Ever felt overwhelmed by the sheer volume of data in your Zoho CRM? Sifting through countless records to find exactly what you need, or to operate on specific records that meet a certain criteria,

• Bulk Update: Filter doesn't work

  Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-

• Admin console Access denied

  What should I do? I am the administratore.

• How to see if employee's timer is running?

  I am portal owner. I want to know if my employees are effectively working on their tasks. They are required to use timer for each task. How can I see if user's timer is running? is it possible to see across all the projects? Thanks

• Export List of Dates Only from Projects

  The chart we are using is too big to be legible so I want to print the list of dates with it. There doesn't seem to be a way to do it. Even Print view cuts off the dates. Why does it do this? Is there a way to print the Tasks and Dates only?

• Progressive Invoicing

  Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)

• Unchecked an option in a checkbox when another option is checked

  Hi, in a Creator form, I have around twenty checkbox fields, named for example "cb1", "cb2", "cb3", etc... Each of these fields have two options: Done and N/A. I would like to be able to for each field, if I check "Done", "N/A" is unchecked, and if I

• Zoho Vault not timing out on Safari macOS

  I set the time out under personalization to any setting and when I come back after the time out should have occurred Zoho Vault is still open. I believe this is a serious security flaw since anyone could open up Zoho Vault while I'm away and get instant

• Zoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?

  Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient to

• Kiosk - GetRecords forcing user to select a record

  I just want to display some records in my kiosk, so the user can know about them. I cannot. When I set up a get records to display multiple records (and limit it at 10) and put it on a screen, my user is forced to select one of the records (which is completely

• Deluge Script Converting Time Wrong

  Good day everyone. I'm hoping someone can help me solve this problem. With the help of several of you, I created a script that will allow me to convert a date/time field to a written field. It works great but I didn't want the seconds to show so I removed

• Client Script - onBeforeUpdate, how to get the new value of picklist

  Basically, I have "Contact Type" field, and if a particular type is selected from within Canvas detail page, I want it to show a popup warning. I have all of this working, except that getvalue on the particular field in question shows the currently saved

• Zoho FSM Extension for Zoho Desk: For Enhanced On-Site Assistance and Unified Customer Support

  We are stoked to present to you Zoho FSM for Zoho Desk, an extension that will help you convert Zoho Desk tickets that require on-site assistance into field service requests in Zoho FSM, ensuring a smooth hand-off from the help desk to field technicians.

• Sync Zoho CRM Contacts to Microsoft 365

  I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I did

• Recording the deducted TDS on advance received from Customer (Zoho Books India)

  Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted

• Need More Than 10 Custom File Upload Fields in a CRM Object

  Hello everyone, I'm facing a requirement in Zoho CRM where I need to include more than 10 file upload fields in a custom object. Each field must have a specific label, allowing users to easily identify which fields are empty and which have files attached.

• Unable to fetch ticket by custom field value

  I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

• Issue with Zoho Books /Zoho Inventory Support Team

  Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separate

• Zoho Books API Documentation shows the returned Expense ID as numeric, but the API actually returns a string.

  Screenshot of ZB API Documentation. Expense ID (marked in red) is numeric. Screenshot of Zoho Creator execution result of making a request to ZB API POST /expenses endpoint. Expense ID (marked in red) is a string.

• Asynchronous messaging

  Have Asynchronous messaging for conversation that starts, pauses, and resumes at the customer’s convenience, maintaining a single, continuous thread. This retains the conversation history, so customers don’t have to repeat themselves.

• auto sort mail into folders?

  By default everything is put into the default inbox. I want to sort incoming emails into folders named after the alias, how can I do this with filters? My preference would be top level folders but subfolders of the inbox would work, too. Also, the same

• Caller Queue in Zoho Desk with Twilio

  Hi Zoho Support, I have setup Twilio in Zoho Desk and everything is working well, except the caller queue. If two people call at the same time, and an agent is speaking with one caller, and a second caller is waiting in the queue, how does the agent switch

• Payment

  I’ve been trying upgrade notebook to pro for a week now. I can’t make payment in your app or site. It might be because Ci don’t have VAT number ?? I’ve emailed you twice but burning back! By the way , your site and app give me different prices and have

• Zoho CRM not working

  We cannot seem to access Zoho CRM. We can login, but that's as far as it goes.

• How do I use Deluge to search a Ticket by its Account?

  Usecase: with Zoho Flow, my task is to filter Tickets in Zoho Desk based on a few criteria and then use that information to edit and invoice in Zoho Billing. To achieve that, I'm using the Deluge search API to get all tickets from each Account (our clients)

• WorkDrive Download Issue

  My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it

• Stock function not working for Brazil (Bovespa)

  Hi, The STOCK function in not working for the Brazil Exchange "Bovespa". This is the syntax I´m using: =STOCK("Bovespa:BBAS3";"PRICE"). Thanks for any help. Ale

• How to Prevent Guided Conversations from Restarting After Completion?

  Hi all, I have built a Guided Conversations (GC) bot that asks clients a series of initial questions, such as their name and the service they are interested in. Once the conversation is completed, I want the bot to stop and assign the conversation to

• Due Date within Business Hours

  I have automated rules for Due Date based on a ticket's urgency, which can be 1 hour, 4 hours, or 24 hours. However, I would like the ticket closure time to consider only business hours. For example, a priority 1 ticket (1-hour SLA) received after business

• Zoho Recruit - Resume Parsing Failure Notification

  Dear Recruit team - For the Resumes where Parsing fails, is there way to get a notification over email? I tried looking into the KB articles but was not able to find one. Kindly point me to an article if there is one. Right now, we do not get to know

• Auto Reply on Zoho Desk

  Can we set an Auto Respond to every email that Zoho Desk receives? Is there a way that any of the information in the original email can be pulled through to that reply? Like a mail merge?

• Question Regarding Communication Integration with Zoho Desk and Line

  Hello everyone, I have a question regarding the integration capabilities of Zoho Desk with the messaging application Line. I understand that Zoho Desk allows automatic ticket creation for customer complaints, enabling real-time communication with clients.

• Identifying a collegue in remark section - Zoho CRM

  When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!

• zoho crm is not working

  no one of our team gets in

• Possibility to show Images during Blueprint Transitions

  We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a

• Multi Step Parallel Transitions for Blueprints

  We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physical

• How can I format numbers in an html table?

  I am building an html table to display how much people have paid, but the numbers are losing their formatting: application_table = application_table + "<td style='text-align: right;'>" + payment_row.Amount_Local + "</td>"; Amount_Local is a decimal field,

• Deluge Create Task For Contact - $se_module not accepted...

  I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************

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