Recap - Desk Story Series

• Topic Participants

• Kavya Rao Addepalli

  

• Recent Topics

• Zoho Forms and ChatGPT - populating a field using AI.

  I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the

• campo tag para api

  debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas

• Connecting Zoho Inventory to ShipStation

  we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

• Uploading file as attachment to Zoho CRM

         Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du

• Zia Answer Bot - Create Ticket

  Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,

• meassure leads phases

  Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example

• Zoho Desk API Documentation missing a required field

  We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

• In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

  In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .

• Invoice template, how to change the text under "Notes" and "Terms and Conditions"

  In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

• How to reply to thread via API

  We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies

• Sending merged mail templates for signatures fail since today

  We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.

• Feature Request - Make Lead List Larger and Adjustable

  Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the

• Zoho Projects - Pin Recent Projects

  Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects

• ZDK Error

  I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}

• "Disbursing product components in phases, monitoring them, and displaying only the final product."

  i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive

• Followed Subtasks doesn't show up in the Subtasks Section

  I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to

• Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

  Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces

• Automate timeout chat tracking with Workflows in SalesIQ

  With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.

• Mass edit / Mass update products

  Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?

• Automatic Verification of IMAP Integration Status

  Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"

• Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

  Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t

• CV-Library: The Newest Source Booster in Zoho Recruit!

  We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

• Zoho AI Translate Task as Rest API

  I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.

• Is there the possibility to book less than 250 customer portal users?

  If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need

• Display Parts custom fields in the Work Order

  Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.

• Unable to edit Saved Estimates

  We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.

• Translation Blueprint & Picklists with Custom Values

  Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact

• How to create a custom sales signal?

  I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know

• Multi-line address lines

  How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

• Only show products in offers based on lead source

  We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only

• Narrative 7 - The importance of data sharing

  Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This

• TrueSync regularly filling up my local disk

  Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

• How can you re-push non failed submission through the integrations again?

  Hi, I can see there is an option the 'Re-push' failed integration submissions from Zoho Forms. Is there a way to do this for all submissions? We've just re-built an integration so things go into different fields and we would like to re-push everything

• Check out in Meetings

  Why there is no check out in Meetings of Zoho CRM, very difficult to track

• Issue with Zoho Projet

  Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project

• SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface

  I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePass

• Published Components

  @zoho team, Checking if we can add a password for the public links as we have non-licensed users

• Zoho Creator customer portal users

  Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

• Please Enable Snippets for Agents Adding Comments

  Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the

• Tip of the Week - Extracting Data from JSON Columns

  Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data

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