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• Recent Topics

• Admin Control for Default Email Templates in Zoho Desk

  Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

• How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

  Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

• Unlocking New Horizons: A Year in Review

  As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

• Update Department on Ticket (with applied Blueprint)

  Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,

• Zoho desk desktop application

  does zoho desk has a destop applicaion?

• send file to ftp or another external service

  i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Error 403: Forbidden When Updating Email Signature via API

  Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

• Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

  Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

• Mass pdfs into OCR field

  I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?

• How to upload a file to form file upload field from deluge script.

  Hi guys, I need to store API response into Form File upload field . I'm not getting any errors but PDF file is not assigned to file upload field. You can check possibilities using below details: Method: POST URL: https://v2.convertapi.com/convert/web/to/pdf?Secret=<<SecretKey>>&Token=<<APIKey>>&Url=https://www.google.com You need to generate secretKey and APIKey by Login to https://www.convertapi.com/a/su Response: { "ConversionCost": 4, "Files": { "FileName": "www_google_com.pdf", "FileSize": 68342,

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Export view via deluge.

  Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

• Subform Time field showing as null in script.

  Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are

• Zoho Payroll's Year in Review 2024

  As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our

• Is there a way to sort report on record template by a specific field like date field

  Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,

• Better UI more user friendly

  Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This

• Shared subfolders

  Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using

• Update Multi select field values to another form table as individual record

  Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi

• Shared Mailbox - Mark as read for all users

  Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However

• Allocate emails to user in a shared mailbox

  Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Search mails in shared mailbox

  Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

• How to send binary data in invokeurl task?

  Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

• Customising the approval email

  Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.

• Make a ticket visible in the Community

  Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so

• Feature request - pin or flag note

  Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

• Pushing GCLID info from Gravity Forms to ZohoCRM

  We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

• Issue Configuring SSO Integration with Cognito in Zoho Help Center

  Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The

• Need manual aggregate column pathing help

  See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7

• Add blueprint buttons to listview and kanban

  Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

• Merging contacts does fail because of help center membership

  I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system

• Duplicate Contacts - how to get merge or delete

  I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically.  I have yet to identify when or why.  How do I merge or delete them?  I see there is a "Deduplicate" but I am unable to find anything that explains this feature.

• Admin Access to Direct Messages in Zoho Cliq

  Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access

• "Mark as Spam" not working as expected

  Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them

• Massive price increase for user licenses of Zoho Portal

  This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

• Free user licenses across all Portal user types

  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

• Calendar - "super compact" week view

  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?

• Link project tasks to tasks in CRM and/or other modules.

  Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks

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