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    We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the
  • when I open my sheet ,it always start at "A1" despite I left it at "N234"

    when I open my sheet ,it always start at "A1" despite I left it at "N234"  Is it possible to make the sheet open where I left it? 
  • Why is this an Invalid Collection String Error?

    Here's the code snippet: Enddate = EventEnd.toDate("yyyy-MM-dd"); EventCollection = Collection(); EventCollection = zoho.crm.searchRecords("Events", "(End_DateTime:starts_with:"+Enddate+")"); for each eventday in EventCollection { //create a list of events
  • Firebase Functions integration

    Hello Zoho Team, Please advise how I can configure SMTP in my account to facilitate Firebase-triggered email functions. Please note that I desire to send an email with a JSON object collected from Firebase Firestore and included in my mail to forward
  • How to provide recommended KB articles in the welcome message

    I'm new to Zoho and am looking to replicate something I did for a previous employer. I want all newly created tickets to receive an automated welcome message that includes a few recommended articles from our knowledge base. Ideally there would be a way
  • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

    Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
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    As a low- to no-code user and no funds to budget, there are so many options to choose to get my work done and when I start thinking about workflows for people other than myself, I get confused about the most streamlined way to move forward if I can get
  • Zoho Creator to Zoho Books

    Hi, I use Zoho Creator and Zoho Books. I use Creator to produce and send invoices (for specific reasons) but want to create a corresponding invoice in Books. Has anyone done this and if so, how? I have the following documentation but can't make sense
  • Subform Zoho Form to Creator

    Hi, I would like to be able to retrieve the values of a Zoho Form subform to create an entry for each in Zoho Creator. To send from Form to Creator, I use Zoho Flow. I have a custom function, which should normally retrieve each field value then create
  • Doesn't Catch Duplicate Accounts

    Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicates
  • Building a dynamic scheduling assistant with Zobot!

    We received requirement for a bot that can dynamically generate date-time slots which do not overlap existing event timings in Google Calendar ie., if a slot is booked then it will fade away from the time-slot widget. Bot Requirements:     A bot that can:   Construct dynamic non overlapping date-time slots   Exclude a specific date or week days while generating the slots  What does this Zobot do ?   When a visitor lands on the site, the bot displays a welcome message and asks for the visitor's name
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    I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss
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    From mail I can create a task but I cannot create an event.  What am I missing?
  • How to customize Check Out form, process & design

    Hi Just set up my first shop and changed the design quite a bit. Like it so far! However, did not manage to change either Design, nor Content, nor Process of the Check Out. Where can I change this? E.g. - change the font of the check out forms - change
  • Issue with bulk importing into commerce (updating existing products)

    Hello All, I'm struggling to bulk update my existing products within my shop. I have exported all the products and appended the image url (copied from another product within the file) and then important back into commerce. The file is accepted but flags
  • Coupons are not being accepted. (Saying expired)

    I am putting together a coupon for our company's store. When I went to test it, I received a notification that the coupon is expired. (the date range should be fine though) I've tested different options for the coupon along with one of my other colleagues
  • Issues with Agent Forwarding Card in Zobot

    I implemented an Agent Forwarding Card in a Zobot that I created. There are a few issues with the way the card functions in an actual chat. The way it is designed right now is not easy to use and is not intuitive. Here are a few of the issues I have with
  • Drop Shipping

    We have manufacturers drop ship all of the items in our ecommerce store. that means that each item needs to have its own unique zip code to acquire real time shipping rates from that zip code. and then the manufacturer of that item gets an automatic email
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    if a customer is accessing via an iphone etc and we are taking payments via stripe would they be able to use apple pay?
  • is Zoho eCommerce dead?

    Hello, we have Zoho eCommerce in our Zoho One Suite. After a year's break, we took a look at Zoho eCommerce this week. Very little has been developed. The normal eCommerce 2023 standard features are missing. Ok, Zoho eCommerce cannot be compared with
  • Issue with Cart API Implementation - Products Not Being Added to Cart

    I am writing to report an issue I'm experiencing with the Cart API implementation. I have tried multiple approaches to add products to a customer's cart programmatically, but I'm encountering difficulties. API Request Approach I am making a POST request
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    I need to know where to find the wishlist function in Zoho Commerce
  • single user access to the CRM suits

    I am currently using Zoho CRM Plus, where the pricing for a single user is ₹3,500 INR, and it includes access to multiple applications. However, I would like to add an additional user but restrict their access to only two specific applications within
  • Zoho Commerce / Zoho Inventory Integration

    How can I remove products in my Zoho Commerce products section? I have a big list of products here that are linked to our Zoho Inventory and some are published on our site and some aren't, but I'm wondering how we can remove these products from this list
  • Pinterest's "Claim website" requirement

    Hi, I need to get Pinterest and my Zoho website to shake-hands. For this, Pinterest needs me to 'claim my website' by adding a piece of HTML code to the <head> section. But is this the same as "Header and footer" sections in the settings? If yes, then
  • Quickly delete items in email builder?

    When deleting items in the email builder, it requires two clicks: one to hit the trash icon on the item, and then another click to confirm the delete. Is there anyway to skip the confirm deletion? Some kind of hot key like the Command button on the mac
  • Separating Inventory for Online Shop and Other Customers in Zoho Commerce & Inventory

    Hello everyone, We are using Zoho Commerce and are facing a challenge in managing our stock for different types of customers. Specifically, we want to ensure that our online shop pulls stock only from a specific warehouse, while other customers (e.g.,
  • Use of External Email Services

    Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation.  Services like SendGrid, Maligun Amazon SES, etc
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  • Quickly review loan applications for maximum efficiency | Kiosk Studio Session #5

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  • ZDC Hackathon 2024 Category-wise Winners – Zoho Creator

    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho Creator – Product Category award for their outstanding innovations! Team 1: Wonderboy Thandanani MthiyaneTeam
  • Resubmit for Approval for Zoho Books Module in CRM

    The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and
  • Accountant

    Hi if I have a commercial company with multiple sales outlets, sales representatives and multi currency, what is the best subscription you offer? thanks.
  • Sign

    My name is Dolores Houghton. I signed up for sign package by mistake. I can’t use the program and I want my money back. I have been sent various instructions on how to delete and ask for a refund. Nothing works. I am not able to get into settings for
  • Zoho CRM and Books integration (related list) column customization

    I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).
  • Adding Client VAT and BRN in our Invoice

    Hi, Following request from our clients, we need to add their respective VAT and BRN in the invoice that we issue. Could you please let us know if this is something that we can do?
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