Issues with GC Integration and Ticket Retrieval in Instant Messaging

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• AUOEnergyService

• Ajith | Zoho Desk

  

• Sticky Posts

• Using Agent Email Address as From Address

  Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about

• Edit and Delete options in Comments

  A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important

• Webinar 2: Supercharged customer support for growing business

  Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service

• Customize Colors of your Customer Self Service Portal

  You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

• 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

  In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

• Recent Topics

• Whats App Automation

  It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively

• A fresh interface and functionality improvements for Zoho CRM's data sharing settings

  Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating

• field is not saving on lead

  Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.

• Capture GPS location field

  When using a mobile phone to complete the form, I need to capture the GPS location. When this field going to be available? Same question for taking pictures with mobile phone and capturing that picture automatically. Thanks

• I can't auto-scheduling calls down - the code does not change anything

  Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the

• Set Approval for particular Reporting managers in zoho creator

  i am creating a leave management system in zoho creator.I want to create a approval workflow.There are various employees each employee has different reporting manager when employee apply for a leave then the leave should be able to approved by the manager

• How can I ensure that emails sent and received in my Policy module also appear in the associated Account module under "Emails" ?

  I'm working with ZOHO CRM and I have separate Policy and Account modules. Currently, when I send or receive emails related to a policy, they are stored within the Policy module. However, I want these emails to also appear in the corresponding Account

• How can I create a deal with multiple payment milestones in Zoho CRM?

  Hi. We are a services based company and most of our deals involve monthly invoicing for T&M work or payment milestones for fixed price projects. How can I create a Deal in CRM that shows monthly (or multiple) payment milestones, rather than just the total

• IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE

  I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD

• CRM

  I have a portal set up where a contact can see other contacts within an account automatically. When a contact in the portal enters a deal, how do I make sure that deal is assigned to the account so other contacts in the account can see the deal was generated?

• How do I add new line and format text in zoho desk ticket?

  I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket.  I need to find: Adding a new line and adding bold text,

• 3/26(水)開催｜5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 3月開催のZoho ワークアウトについてお知らせします。 ▶︎▶︎参加登録はこちら：https://us02web.zoom.us/meeting/register/hIEhQFdRQwKpalC9A4hBEQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたイベントです。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

• teaminbox with zoho mail

  i pay for zoho one, and use zoho mail for my business email. if i use zoho teaminbox ,can i add my zoho mail account to team inbox? will it sync my folders via imap (sent, deleted etc?)

• Introducing Linkthread by Zoho Social — our new link in bio tool

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• Windows Security Alert

  Hi, I'm using Zoho Assist with feature remote support session. I'm inviting a end user to a remote support session. When a user connects to a Zoho Assist remote support session we’re seeing Windows Security Alert pop up requesting changes to the firewall.

• WhatsApp Sandbox Integration

  Dear Zoho Team, I am currently having two questions regarding the WhatsApp integration of Zoho Desk, or more specifically the Sandbox WhatsApp integration. 1. I am unable to send replies via the API through the "Sandbox" channel. Here is some example

• TeamInbox Rules Not Working

  I have set up very basic rules, both at a team and personal level, but nothing works. E.G. Trigger: Inbound Message From: [sender email address] Has Attachments Apply Tag: [tag selected] The above ruleset is very broad and should automatically tag all

• Disable Default Value in Multi-Select field

  Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.

• Python - code studio

  Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

• Help with Tickets Endpoint

  Hello Team, I am using the ticket lookup endpoint to retrieve the list of tickets associated with a particular account. GET https://desk.zoho.eu/api/v1/accounts/{accountID}/tickets I want to know if there is a way to filter the tickets to retrieve only

• How can I view Help Center articles in 'Sandbox' mode?

  I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.

• Mass Update Doesn't Trigger Workflow

  Hello there, I made a workflow in Zoho Desk, and its related to Ticket module, when I update the field workflow triggers, but the problem is when I update the field in Tickets module List View (Mass Update) the workflow isn't triggering. If I can't trigger

• Possibly a stupid question: When I sync from Zoho CRM to Campaign, should I see those contacts in the Contacts list on Campaign?

  I have just initiated and completed a sync of my existing Zoho CRM contacts over to Zoho Campaign. It seems to have completed and synced around 500 contacts. However, those contacts do not appear in the All Contacts list (or any other list that I can

• View Conversation Thread, Including Private Comments, when Replying

  When you compose a reply in Zoho Desk it takes you out of the conversation thread view and into a large composing window. This means that you can't see private comments from the ticket tread or attachments, both of which are frequently handy to reference

• ZohoDesk API to get conversations count of ticket

  Hi Team, I need information about ZohoDesk API that provides conversations count of ticket. Currently in ticket metrics api (https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Getticketmetrics), it is providing only thread count, I need all conversations

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• Zoho Finance Limitations 2.0 #18: Can't Validate System Date Fields within Books (if empty)

  Throughout books there are system date fields on Purchase Orders, Sales Orders, etc... You can run validation on these BUT ONLY based on the date entered... example: it must be X days after or before Y. However you can't validate the field is a user leaves

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Manufacturing recipes

  How do I add recipes that use our Raw Materials to make a Finished Product? And no one can see the recipe except with permission? Composite product dose not hide the material of use and more importantly the quantity. Will this need to be built in Creator

• Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

  Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

• How to associate a document sent in Zoho Sign with an deal in the CRM?

  Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document

• Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!

  Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),

• Group Sales Inbox with subfolders

  I am looking for the most effective way to create a group inbox.  I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to.  We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this

• Folders inside Inbox

  Hello, Is there any way to create folders inside an Inbox in Zoho TeamInbox?

• Op zoek naar professioneel dakwerk in Lochristi?

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• Zoho marketing hub integration with WordPress WooCommerce

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• Reporting tag as mandatory

  Why we can't set it as mandatory once we need to input it to get the budget affect?  

• Is it possible to change default payable account for a bill?

  We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)

• Storage Issue with Zoho Sync

  Hello Zoho, We have uploaded multiple GBs of Data into ZohoDrive but the actual size taken in the windows is worrying us. The difference is folder / drive size was significant and it cannot be caused due to small word/excel files. I hoping all the uploaded

• WorkDrive TrueSync taking up local storage

  I've recently started using workdrive TS because my Local storage is really limited, and the virtual drive seemed like a really good solution to that, but after the sync process my Local drive is full, did I do something wrong? Really need to work online

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