ご検討中の方

• Recent Topics

• SSO/SAML

  Question - how are you guys handling SSO for Desk?  It seems the only options lead back to ADFS which is a dying technology, stupidly complicated to set up and configure (I mean, you can put that on your resume) and seems like overkill for SSO when AAD does it so much better and effortlessly.  We want to have our clients have SSO to log into our support portal and we want our Agents to have SSO as well. I shouldn't have to expose our server, turn on ADFS, configure it, install multiple clients (Sync

• Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging

  Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through

• ZOHO DESK

  I use Outlook Exchange to receive emails and want to forward them to Zoho Desk for better management. Additionally, I want to reply to emails in Zoho Desk and have them sent to customers via Outlook Exchange, but I don’t know how to configure it.

• An error occurred while uploading the attachment.

  From the image below, attaching files is not possible via the website but is supported through the Mobile App.

• One time offer in Zoho Campaigns

  Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.

• Multiple self client instances

  there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightly

• Workdrive Oauth2 Token Isn't Refreshing

  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

• Zoho Desk - Delete an email conversation

  When using Zoho support desk I see an option to delete and edit conversations that are comments, BUT if the conversation was automatically added as a conversation from an email, then the option to delete it seems not to be available. Is there a way to

• Emoji support in workdrive

  Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.

• What is a 'user' in Zoho Surveys, and can I have multiple Offline Kiosks running?

  Is a 'user' the amount of people that can make and edit surveys on the website? I basically just want to know if I am able to have multiple Offline Kiosks running on multiple devices at the same time. Either on the Basic or Plus plan which both have 1

• Fundation / Non profit : Could you help ?

  Hi, We're about to handle a Medical research fundation, non profitable structure, what kind of prices could we hope from you ? Could you help us ? We would need Survey, automated campaign and ZIA Thanks in advance

• Editing Responses Afterwards

  Is it possible to revisit a survey where no personal data, such as an email address, is collected and modify the previously submitted answers? My actual goal is that if a certain score is not reached, the respondent receives a message and remains on the

• Showing JIRA fields in Zoho

  Hi Zoho Support, We're currently working on an integration between Zoho Desk and our JIRA projects. What we want to do is to show certain JIRA Custom Fields in Zoho when creating a JIRA issue from within a Zoho ticket. In this thread I found a comment

• Stronger Background Blur Option for Zoho Cliq Meetings

  Hi Zoho Cliq Team, I hope you're doing well. We would like to request an enhancement to the background blur feature in Zoho Cliq Meetings. Currently, the available blur background option is very mild and does not provide sufficient blurring, especially

• Dynamically calculate the difference between two dates with a DATEDIF function in Zoho Office Integrator

  Hi users, We're pleased to introduce a new formula in Zoho Office Integrator's document editor: DATEDIF. This formula allows you to calculate the difference between two dates in days, months, and years—and eliminate errors due to manual calculations.

• Dynamic Dropdown on Search Page

  I'm trying to create a search form that allows users to search based on fields from the main form. I've tried using deluge to get the values and that didn't work. Now I've used a lookup field but it is populating multiple entries in the dropdown with

• Primary Address Identifier in Zoho Finance Suite (Inventory, Books, Billing, etc)

  I'm trying to run a report in Analytics based on Vendor address but I've found that it's possible for Vendors to have more than 1 address. I assume this is the same for Customers. The purpose of the report is for EU Interstat reporting. (Intrastat is

• Deluge Converting issue in File Upload of Excel Format to Xlsx in Subfrom

  Scenario: In the Lead module, there is a File Upload field and a Subform. When an Excel file in CSV format is uploaded to the File Upload field, a Deluge script runs to read the document and transfer the data to the Subform using a client script on the

• Not able to filter anymore

  Hi, We're not able to filter anymore. Does anyone else also have this problem?

• Task Effort Estimates

  Where in zoho project tasks/task list can I define the estimated effort in terms of hours?

• Introducing LiveCast in Zoho Show

  As the world goes digital, the human touch in how we do things often fades away. In such a scenario, personal connections can make all the difference—whether you're pitching your next big idea, conducting team training, or delivering a client presentation.

• I am unable to delete products... I just get a popup "Sorry you cannot delete the product(s)".

  Sorry you cannot delete the product(s) As the product(s) are involved in the inventory modules ( Quotes/Sales Order/Purchase Order/Invoice), it cannot be deleted. However these products do not seem to be mapped to any other module in the CRM....

• Report workflow on multiple records only passes one id...

  I have a list of assessment records, and a report workflow that opens a stateless form so the user can choose who to assign one to and when it is due by. It also updates the status, and all works nicely, as long as it's one row at a time. But when I try

• Currency Exchange rates for Items

  We have a very specific need with respect to currencies. I'll try to explain it as below  1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in

• How do i remove the Powered by Zoho logo from my careers page

  Can I remove this? ​

• Tip of the Week - Timeline User Filter for Dashboard

  Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created.   To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column.  To know more on

• Automatic Refresh on Page?

  Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG

• Redirect URL

  Hello people, First of all, I don`t know what to put in the field redirect URL. I believe it shouldn`t be the client domain, and the end point URL is not working as well. The endpoint used is https://www.zohoapis.eu/crm/v2/Leads. The whole https request

• Move a Contact from Current Account to a NEW Account

  I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and

• Sync interval less than 24H for zoho CRM contacts with google contacts!!!!!

  We use mobile phone for calling and receiving calls, capturing incoming leads e.t.c. Actual data changes every minute of working day.   For example - I create a contact for incoming call in ZOHO MOBILE CRM, and then I should call him in 15 minutes...  This contact should appear in my mobile phonebook via google contacts. I see that zoho has native integration with Google contacts. BUT THE SYNC INTERVAL IS ONE DAY!!!!  So I have no actual data on my fingertips... PLEASE, set interval for 5 minutes.

• Email Workflow

  Hey Community, I hope someone here can help me out. I’ve been trying to figure out the best way to manage emails within Zoho CRM. From what I understand, Zoho CRM relies heavily on lead owners, who typically use either Zoho Mail or a connected service

• Version Control for Manuals/Articles

  My firm maintains a Policies and Procedures Manual which seems like it would be a very good candidate for the Manuals feature in Zoho Connect. Currently I am just uploading a PDF of the entire manual to the Files section of Zoho Connect as it allows me

• Remove completed ToDo from Calendar?

  I use Zoho Mail with calendar, and use the Tasks/ ToDo through that (not Projects, CRM etc) . I schedule tasks so they are in my calendar or at least show up at the top of the day. I want completed tasks to NOT show in the calendar, it is very untidy

• Can't create anymore inboxes

  I'm on the free plan (did the 15 day trial but it's expired) so I should be able to set up five inboxes for free but it doesn't let me and only lets me have two. I also got an automatic email yesterday saying I can't have two and that they'll be deleted.

• admin

  how do I add and delete users?

• Urgent Help Need - Your Incoming has been blocked and the emails will not be fetched in your Zoho account

  I have a problem. My incoming mails are getting blocked today Below is the error: "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts" Blocks list Mail Incoming block: Mailbox size exceeds limit Mail

• Need Support - Email Incoming Blocked

  We received below message today and since then have not received any email. Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked. Mail Incoming block: Mailbox size exceeds

• Cant add celphone to my account

  Hello, I tried to add my cellphone to my account but the app doenst let me. I tried putting my wife number and It didnt work. It said to contact support. I want to add a domian email to Zoho. thank you

• Motivo:553 Relaying disallowed. Invalid Domain

  Hello to everyone! Hope you are doing well. When trying to send email i get the message "Motivo:553 Relaying disallowed. Invalid Domain" Any help on how to solve this? Thanks in advance! Marcos

• Using HTML for input

  If I add a button to an HTML snippet on a page, how can I trigger an action when it is clicked? <button onclick=???>Click Me</button> I've tried calling a script within the HTML, and I've tried calling a Deluge function, but neither seems to do anything.

• Next Page