Recent Topics
How to view all departments on one dashboard or ticket view?
Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
Zoho Connect Desktop App Mac Signing Error?
My Mac can not open the App and sais "can not proof it for Viruses" So i can not start it on different devices. Any idea?
How to link Custom Fields in Ticket view
Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making
How can I delete Customer Portal User?
Hi, I have added two portal user. Now I want to delete these users (setup->customer portal->users), but I can only activate, deactivate and re-invite user. Before adding these users in customer portal, I have added them in contacts and after that I have deleted them. I have added theses two user with my 2 different email id. The reason behind is before going live I wanted to test my invitation mail, how its looks in template and its embedded link to accept the invitation, whether acceptance link
Notify on new comment
I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis
Allow users to display columns dynamically
I have a table with 50 users in Column A and the dates 1 Jan to 31 Dec along Row 1. I want users to be able to add data to the cells but would like to make it easier by allowing users to select a date and display that. So if the user wants to add data
How to add medical insurance benefit for an S-Corp more-than-2% owner?
I have an S-Corp owner who is also the sole employee. They are going to run health insurance through their business, which means it needs to be logged as a benefit to them as an employee, but as an S-Corp more-than-2% owner, the value of the health insurance
How do I add a stipend to an employee's pay?
The company is offering a home office stipend to remote employees, and this needs to be listed separately on the pay stubs since it is a flat amount and not related to hours worked. I can add it as a salary component, but can't figure out how to use that
Date Range Field
Hi Guys Does anyone know how I can create a date range field on a form? Cheers Chris
Stopped getting zoho notifications in Email for Customer response to support tickets
Hello , I stopped receiving Notifications from customer response in my company with attached to this account.
Creating QR Code from sales order for each line item
Hi there, process for QR is to receiving goods/item/equipment from our clients.. and service them and return back to clients. so upon receiving we have the following entries (item details, with serial number and accessories details and service details)
Canva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
Evergreen email sequences in Zoho Campaigns
Dear Zoho Campaigns Team, I’d like to propose a new feature for Zoho Campaigns called Evergreen Email Sequences, building upon the existing Autoresponders functionality. This addition would empower email marketers to create and manage long-term, sustainable
Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage
W-9 Upload Limitation (250 kb) is Too Small
Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While
How do I embed the webinar into a webpage?
All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?
Zoho Flow reads record Tag as number instead of text string. How do I change it?
I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does
How can I delete duplicate transactions?
I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
Lookup Field in Zoho Forms <> Zoho CRM Integration
Hello, We use Zoho CRM to manage our products, create quotes, etc. I want to use Zoho Form to configure a simple form that allows customers to request quotes on our website. I completed the form and used a subform for the "Add items to your quote" part
ChatGPT
Hola, sabéis si además de tener la licencia de chat GPT Plus hay que comprar créditos para usar chat GPT en zoho social? Gracias
Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential
zappsusercontent.com refused to connect.
I have added a widget to bigin and when i try to access the widget it indicates "a0bfe442-8e0d-4646-a350-5b1b74d6ea3b.zappsusercontent.com refused to connect."
An update to improve email delivery | Email Authentication & Relay
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email
RFQ MODEL
A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
ERROR
I deleted a contact card, I want to add it again but it says that the contact already exists. I searched the records and it is not there, and I even deleted it in the trash. The email is this one:xxxxx. Please help!!
Chroniques de l'année 2024 Zoho France : avec vous, pour vous !
Nous vous adressons nos vœux les plus chaleureux pour une année 2025 exceptionnelle et pleine de réussites ! Fidèle à son habitude, Zoho France vous réserve chaque année de nombreuses mises à jour, des événements marquants, des activités diversifiées
Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
Custom Function to Format Phone / Mobile numbers in Australian Standard format
So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for
Kaizen #173: A Comparison of Zoho CRM REST APIs and GraphQL APIs
Hello everyone! Welcome back to another week of Kaizen! Zoho CRM offers two API architectures for its users: REST API and GraphQL API. Each of these API architectures has its own strengths and ideal use cases. In this post, we will discuss the difference
How to preview a locked note? Or just lock one?
Once a note is locked there is no preview, just a blur (good). But, if there are a lot of notes, wouldn't it be good to have the title show up and blur the rest? Or am I just being dumb - do they all unlock and lock at the same time?
Linkedin Plugin
H, Is there a plugin to allow the connection to LinkedIn and simplify editing? I've looked at a few, but they all seem to be outdated and not working... What do you use or can you recommend?
Unable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
!! URGENT My sent mail goes to spam
I tested a few times and every time I send mail out it goes the recipients spam box. Why is it marking my mail as spam? please help me ! thanks
Difference between Admin, Team leader/Manager, Clinets/user profile and roles in Zoho Project
I've been wondering to find out the difference between the key feature of Admin,Manager, and client/user in Zoho Project. I am student and trying to learn about the Zoho Project. I could not find the roles and profiles difference between this 3 users
Missing Modules such as RFQ, Purchase request and Store room
Hi, I wonder why zoho doesn't add Purchase requests module e.g. ( a lower level staff wants to request for provision of something) which can be approved or rejected by his/her manager. In case of approval, same request can be converted into RFQ. Secondly
Important updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
Zoho expense linked with Campaign instead of customers
Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Introducing 'Dynamic display' in the latest version of the Bigin Android mobile app.
Hello everyone! In the latest version of the Bigin Mobile Android app (1.6.0), we have introduced support for Dynamic Display, which transforms the List View into a powerful and customizable visual interface. Dynamic Display: This feature allows users
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