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  • Please add "Add Developer" capability to Desk sandboxes

    Just like we can invite a developer to our CRM sandbox, please give us the ability to invite a developer to our Desk sandbox. Thanks Clark
  • How can I convert a regular email into a ticket?

    Some of my customers insist on sending me requests directly to my personal mailbox (Zoho Mail). How can I easily convert this into a ticket in Zoho Support? If I forward it to a Zoho Support email channel, this creates the following 2 problems: 1. It
  • Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

    Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have
  • Form not getting attached

    After form submission by the user, its not getting attached with the lead. And record not updated.
  • pdf export of form data

    Hi ,        I have 10 form pages in one application of CV in zoho , i want to export all these form data in one pdf document with well formatting(resume) , how can i do that ??  Looking froward for your reply soon  Pavan
  • When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.

    I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the
  • Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges

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  • Adding custom_field to the items when creating item groups

    I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields
  • "Zoho Connect" users should be able to use "Zoho Creator" apps in the "Custom Apps" section

    It seems that Zoho Creator users should be able to easily import/use those apps for the "Connect" users, instead of having to create them from scratch again.  Or at least import the setup of an App already created in the "Zoho Creator" module into the "Zoho Connect" module, as they both seem to use the same code structure etc.   Also once an App is built inside the "Zoho Connect" module it is not very user friendly in reporting, as it only allows single entry viewing of information.  No ability for
  • InvokeURL request does not return entire date range

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  • Need to add an action upon receiving a candidate's CV by email

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  • Formula fields - Request for dynamic recalculation / proper implementation

    Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
  • Stop Zoho Forms from Updating Zoho CRM if a field is already populated in Zoho CRM

    I capture data in Zoho forms and feed it into my CRM through the native integration. However, there are some fields that I would not like to be updated by the Form integration if there is already data in that field in the CRM. Is there a way to make the
  • Change Home Page Component size

    I have added a "simple" search kiosk to my home page but it takes up a lot of screen real estate. How can I reduce the size of that component so that I can get my screen real estate back.
  • Gamescope is leveling upto Motivator for Zoho CRM

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  • Get Zoho Signed Document - Conditions

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  • Conditional formatting based on another cell value

    I am looking for an option to highlight cells which is greater than value in another cell. For example, I have planned completion dates and actual completion dates in different columns, I want to highlight cells whose actual completion dates are greater
  • Calculate service cost, ticket age, and other metrics using Formula Fields

    Hello everyone, Formula Field is currently available on Early Access. Kindly fill out this Registration Form to request early access. We have made an important update to the fields and layouts in Zoho Desk that will allow users to compute values within
  • Importing MAC files - pages, numbers, keynote

    Hi we are a company of mac users - so now looking to use Zoho but it looks like we can't import any of our MAC files unless we convert them first?  Is there any way we can do this?
  • Marketer’s Space: Supercharged Journeys with Zoho CRM Integration

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  • Does ZOHO Books Support foreign accounting?

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  • [WEBINAR] Accounting streamlined for CONSULTING SERVICES with Zoho Books (GCC editions)

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  • Zoho CRM Quotes module or Zoho Books quotes As a Data Source

    Hi, Since there has not been any improvement in Zoho CRM or Books Line items management, i wonder if i Zoho Writer is going to add the following feature :  - zoho books data source - zoho crm Quotes source
  • Performance Management

    I exported the employee-wise KRA and competency details, I observed that some employees details were not exported. Also, those who are on non-users data are not showing under appraisal
  • Is it possible to DISABLE emailing invoices?

    My husband's not real computer-savy.  I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it.  Up until recently, emailing an invoice would send it to me (I don't
  • Zoho form calculate date

    Hi, which formula can I use so when guest select move in date is Monday 1/Jan/2024 and select 28 days, zoho will return move out date is Monday 29/Jan/2024
  • Embedding a Zoho Learn portal into a Zoho Creator app

    Does anyone know how to embed a Zoho Learn portal into a page in a Zoho Creator app please? My portal URL works fine when I just paste it into a new browser window. But when I put it into an HTML snippet in a page, it says it "refused to connect". The
  • Questions about file size limits

    I'm looking at the limits published on this article: https://help.zoho.com/portal/en/kb/zoho-learn/general-1/image-and-file-sizes/articles/file-upload-sizes#Knowledge_module. I want to clarify my understanding of the limits. 1) Example: if my course has
  • Where do I get/create the API Key for my zoho app to talk to zoho calendar

    So I manage to cobble some code together, but how I sort out the API side things to get the app and zoho calendar to communicate with each other.
  • Changing Default Email view

    Hello! In the CRM, the default view of Emails in Deals its the Deals itself. It is handy that one can change it to see Emails associated to the Contact associated to the Deal. This is the way we will mostly operate. Is there a way to set this behaviour
  • signature on PDF too large

    Hello, I've set up a record template for my form so that I can print PDFs in the format that I need.  My forms need a couple of signatures from our internal staff - BUT the staff do not sign the form directly... Instead, I have a separate form that each staff person signs (one record per staff person) so that their signature is readily available for their regular reports.   So, this means that on the form (the one that I create a PDF from) there is a look-up field where the staff person selects their
  • Problem passing map to function

    Sry for the long post. Including all documentation. Zoho is triggering the following error when I try to pass a map to a function, and I can't figure out why: Error during validation: Error at line : 14, Function specified in criteria has returned null
  • Api Integration

    We are not able to do twilio WhatsApp call or SMS with Zoho.
  • custom module in crm be linked to desk ticket

    we have an asset custom module i would like all assets assigned to an account to be seen by the contacts on desk so the can link a ticket to an asset that linked to the contact or the account say a laptop assigned to them or a communal asset like a projector
  • Create a standard Vendors module and integrate it with Zoho CRM

    I'm aware that Desk was initially developed to handle support communications processes where ticketing is needed. However, through many client deployments, my experience with Desk is that it can be effectively utilized for almost any communication process
  • Zoho Desk Custom Module Sync with Zoho CRM Custom Module

    It is great to see the new Zoho Desk custom module feature, thanks for this enhancement. My questions is that if there is a same custom module in Zoho CRM, can I map that custom module from Zoho CRM to Zoho Desk? Just like account/contact/product, the
  • Link Zoho Desk tickets to custom module on Zoho CRM

    Hi, We are currently using Zoho Tasks on CRM as Zoho Desk doesn't let us link tickets to specific site records on Zoho CRM based on a custom module. It can match to Zoho CRM based on an email address but this is not of use to us in our setup as the email
  • Undo the recent mass update done

    Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently
  • Does Workflow Critera support multiple values when using contains?

    I'm trying to set up some advanced routing/assignment workflows based on product and would also like it to assign based on keywords in original emails/description. When using the criteria in workflow, I noticed the operator includes contains and then
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