Deleting Chat History
I have been trying to delete chat history, but when I clear it, I can still see the conversation between myself and the other employees. How can I permanently delete the transcript?
Dynamic whitelisted domains for Zohodesk
I am creating an extension for Zohodesk. In that, I need to add dynamic whitelisted domains. But unfortunately, I couldn't make it. So kindly do the needful.
Zoho Desk : Reports - Tickets count metrics not getting the total # in a day
Is there a workaround to get a final count of a ticket in a day regardless it was escalated aand move to other department per say that a ticket was escalated to a different team. Also if its on hold and moved to different department, the first dept. address
Interface Issues
Hi! There is a issue by scheduling a remote session with the Time Zone drop down. See the screenshot.s It's sometimes annoying when changes are made under the hood and features break or no longer work as usual. BR
Speaker invitations not sent
I have added 2 Speakers to test how the invitation process works in Backstage but neither email address added has any email in spam nor inbox from Zoho. Why would Backstage not send the invitation?
Hide "Search In Help Center" seach bar when user is not logged in to the customer portal
When a customer goes to our customer portal and are not yet signed in, they see in the header the search bar. Unfortunately, if they are not signed it, they can't click on it or search it, so there should be no reason why it displays. It just takes up
Plan price change does not reflect existing subscriptions
Hi, I have encountered an issue with our Zoho Subscriptions setup where if I change the price of a plan for our product, e.g from $2 to $5, the price increase does not update on the existing subscriptions. This is important as, although price changes
Not Working Get Recode API V2 and V2.1
Hello Zoho Team, curl --location 'https://creator.zoho.com/api/v2.1/zoho_admin8544/powerbi-connector/report/PowerBi_CRM_Form' \ --header 'Authorization: Zoho-oauthtoken 1000.036ed6dbd843860314596bf7eca4fc13.20b068cbfb671318a625466d4b8d8712' \ --header
Emails entered workflow but not all emails sent
Hello, I created an email automation and 1107 contacts entered the workflow but after activating the email automation, its only showing 100 emails sent. Why that is so?
Reduce space between lines in Books notes field
Is there any way to reduce the space between lines in the Zoho Books notes field. Im currently creating the estimates with the API. Example: These lists can get quite long, thats why i want them to be more compact like: #1 Frühbucher (10%) €320,00 Frühbucher
Server authentication issue
When attempting server-side authentication in a Zoho book account, I'm having trouble. It says, " Cookies are disabled for your browser. Please enable cookies to continue." Even after turning on cookies, the error remains visible. Please help me figure
Email in CRM Sales Order
I'm s close to having this setup how I would like, but the last step is proving difficult. Any help would be appreciated. I am using Zoho to manage my eCommerce sales. So far I have the sale being imported into the Sales order pipeline and it works beautifully.
Borders around image fields in new PDF editor can't be removed
We've run into a problem with the new PDF editor where it adds a border around the image fields placed on the template. These borders can't be removed. The settings have the borders turned off. When we add a border, the editor adds the border over the
Incorrect trial balance reports
Hi, Reposting here since I did not receive a satisfactory response from Zoho support. Our company follows the financial year Apr-Mar. However, for group reporting purposes we use the Jan-Dec year. When I tried extracting the trial balance for Jan-Apr
Filtering to display leads who have not been sent an email in X days
How can we filter to display leads that have not been sent an email in X days? Problem: I have experienced inconsistency with the Email Status 'not sent' filter — sometimes leads who HAVE been emailed within the timeframe are appearing within the filtered
Basic and Tax amount bifurcation while making vendor payment for multiple bills
I use ICICI Business Banking integrated with Zoho Books for making Vendor payments directly from Zoho Books. It works perfectly fine. However I need a small customisation while using Bill Payment module from within Vendor account. In Purchases/Vendors/New
Edit HTML button in email editor not available
I use that "Edit HTML" button on the regular, to make HTML adjustments in a variety of different types of emails I send. This is a screenshot from the toolbar in Zoho Mail's email editor. I noticed recently it is just not available - can't click it, can't
Zoho Sign
Our contract is not working I need help
Zoho CRM Admin Gets Permission Error Trying to View Lead to Contact Mapping
I am the admin in my org for Zoho CRM, and I also have the top-level role in the CRM. I also confirmed that I have assigned every possible CRM permission to myself (see attached). However, when I go to the settings to try and view the lead to CRM mappings,
View Only Free/Busy Setting in Calendar Does Nothing
I am trying to share a calendar to a group Google calendar so people can see when I am free/busy but cannot see event details. I went to the settings screen and scrolled down to Public access to set the permission level but when I import to a Google account,
Zoho mail down
Hello, it's been a while that my Mail doesn't seem to work at all. Can't even read my old messages from the browser version. What is going on? Are incoming emails bouncing? Thanks
How to get ID of the CRM record created in Client Script
Hi! How to get ID of the CRM record created in Client Script? New record created successfully, but I can't get data from the var resp: var module = new ZDK.Apps.CRM.Contacts(); module.Name = "Test Name"; ... var resp = module.create(); log(resp); //in
I started a Portal and now I cant change fields in modules
Hello! Im receiving the following message in our Deals and Contact module when trying to make changes in our modules. The only thing that changed lately in our CRM is that we created a Portal just to check the feature (it is not currently in use). I think
Several irritating issues
I have the following strange issues, and would like to know solutions: sometimes resizing of components in a dashboard does not work, why? sometimes I cannot edit a component in a dashboard, the 3 dots do not appear, especially at the top of my screen,
Functions not working anymore
Hello, since half an hour ago none of our functions work anymore. Neither I can´t access them through workflows nor can I open the function settings. All other things work fine, creating, updating or viewing records. Please get in touch as soon as possible
Incoming rejected
Hi I have forwaders for my old email account to send all the incoming messages to my new account on zoho. Some emails didn't arrive. On the reports panel, a dashboard shows that i have some rejected incoming emails (don't know if are the sames that i
ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
Dear Help Center, I've received the error message below, how can I fix it? ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer Reporting-MTA: dns; mx.zohomail.com Arrival-Date:
Activate Super Admin account
The mobile number provided for Super Admin account info@tunnel2towers.in has to be changed to +91 8660969854
Workflow field update overwriting value instead of adding value
Hi, I have two workflows which are triggered when a ticket is created: 1) when the ticket description contains the word 'ziek', it should update the field 'Category' with the value 'Ziekmelding' 2) when the ticket description contains the word 'geld',
Increasing conversions and simplifying the workflow
Hi Is it possible to display a chat screen after the sales IQ/Zobot bubble is clicked? The workflow currently displays a button The button is clicked, then it asks to click phone or chat Then it asks for name, phone, email and message Then it allows the
Zoho.com not accessible
Good day, I cannot log in to any of my Zoho Creator/CRM projects. The screen starts to load, but nothing happens. I cannot even open the Live Chat. Is there anyone else who has difficulty logging in?
Não consigo receber e-mail Urgente
Eu não estou conseguindo receber email , somente enviar . Qual pode ser o problema?Segue o meu dominio e as contas de email abaixo Dominio adnbrazilexport.com Emai: admin@adnbrazilexport.com atendimento@adnbrazilexport.com
Cannot Receive mails but I can send emails how can I fix this problem asap
The super admin can receive and send email but the users cannot receive emails but they can send emails how should I fix this problem ASAP just let me know thank you
Issues with Automation Scheduling and Live Chat Unavailability
Some issues we are currently facing with the Zoho Campaign platform today. It seems that the automation scheduling is not working as intended again, and we are experiencing a recurrence of a previous problem last (November 2023). Firstly, the automation
Urgent: Continued Issues with WooCommerce Sync - Need Assistance
I am writing to bring to your attention an ongoing issue I have been facing with the WooCommerce Sync feature in Zoho Analytics. Initially, the integration worked seamlessly during the first import; however, subsequent autosync attempts have consistently
Seemingly Valid Phone number is throwing an error in deluge
{"code":"INVALID_DATA","details":{"expected_data_type":"phone","api_name":"Phone"},"message":"invalid data","status":"error"} The above response is give when updating a contact with a valid UK phone number using deluge When I manually add the same number
Issue Adding New Task List Via API
One of the required parameters for a new task list is Milestone ID. I can easily look up any existing milestone and pass its ID through the add task list method. However, I want to create new task lists under the "None" milestone (default value when creating a new task list manually), but I cannot find a way to retrieve the associated Milestone ID for "None". This can be found indirectly if you already have a task list with "None" as the related milestone, then return a list of task lists for
Criteria for KPI & Dashboard on Contact & Pipeline automatically overwritten on editing
Hi, I have set up a KPI based on module Contacts and on a specific Pipeline. When I just edit the builded KPI, by default my criterias are overwritten automatically without I do any change. The specific Pipeline is replaced by "All Pipelines" and this
Zoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).
Creator API criteria lookup field
Im trying to filter by lookup field in criteria: criteria = 'r2l_r_id.display_value=='+ rID; routeToLocation = zoho.creator.getRecords("company","module","module_report",criteria,1,200,"crm2creator"); {"code":3330,"message":"Invalid criteria specified
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