Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

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• Harshini Dara

  

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• Zoho Projects - Q3 Updates | 2025

  Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Schedule Exports for Regular Project Updates

  Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

• Set Custom Business Calendars and Holidays for Global Teams

  Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

• Restore Trashed Records Anytime Within 30 Days

  Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are

• Recent Topics

• Same users on different accounts

  I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.au

• Multi-Sort Functionality, Projects List

  It is proving so hard for us to manage any kind of decent view into our Active list of projects (which now hovers between 150 and 225 at a time).  In addition to my other suggestion here (which hasn't had any activity in a year), I'd like to suggest that

• Power of Automation :: Automatically update the Work hours of a task based on Custom field Value

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Sites is unusable

  What a terrible user experience sites is buggy and incredibly slow with creating site.  it hangs with please wait with spinning circle A LOT.  can't add blog page  can't add logo (yes it's not larger than 500 pixels) can't even add a new page It either does nothing (with no error message as to what is wrong) or you get the darkened screen with the please wait with the spinning circle that never goes away...I've even left it for 5minutes or more just to see if it was slow or just doesn't work...and

• Why the home page "Income and Expense" graph only shows some Expense Accounts but not all

  I see that the graph only shows expenses from some Expense Accounts. Why and how can I change that? I'm new to Zoho Books and accounting. Thank you!

• Introducing Seamless Communication with WhatsApp Integration in Zoho Recruit

  Hello everyone, We are thrilled to announce that we have just launched an incredible new feature in Zoho Recruit that will revolutionize your recruitment process. With the integration of WhatsApp into Zoho Recruit, you can now seamlessly connect with

• How do you map a user picklist field to another user picklist field.

  In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

• how do i add a hyperlink to a ticket submitted to zoho desk via zoho forms integration?

  hi there! my team uses zoho forms to collect information needed to complete a ticket. we use the zoho forms integration with zoho desk. two of the fields capture urls that the submitting teams fill out in the public facing form. when the ticket reaches

• If Formula with Abs and Now included!

  Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent Achieved

• Sent mail blocked because of Domain/IP Reverse lookup conflict.

  Whenever we send an email through Zoho to one particular email server, all of our emails get blocked as spam because the sending domain does not match the server sending it according to the email header. I contacted the company blocking us and this is what they say: "The error is saying that your outgoing email server's IP address does not match the server name of the email server record for your domain. We do a reverse lookup on all the incoming email to make sure it is coming from a legimate source.

• Weekly Tips: Avoid Duplicate Email Copies with Zoho Mail

  In everyday work environments, it is common to receive the same email multiple times when you're CC'd individually and also included through a group email address in the same message. This can overwhelm your inbox and make it harder to keep track of important

• Please don't remove the option to modify tax.

  Hi, I saw that the option to customize tax will be removed. This is VERY PROBLEMATIC for US companies who ship to different states because each zip code in the USA has its own tax rate for a single product. This is an awful idea. Please don't take this

• Zoho Connect App (Android)

  Hello Zoho Connect team, I've encountered a recurring issue with the Android version of the Zoho Connect app and would appreciate your assistance. I have created a group that includes both internal and external users. Everything functions as expected

• Zoho CMR - How can we remove Public View in any module ?

  Hi Zoho  How can we remove some Public View in any module (or one by one) ? I read something about hiding but that's refers to Creator and I'm not there yet. :)  Thanks! Robert

• ZohoOne suite

  Hi, i am trying to set service for managed service offerings, I was wondering if there was a way to manage that? I would be the service manager and have a company I would be managing as well. any help would be much appreciated. I have seen that different

• 連絡先リストへの表示項目表示表示

  連絡先をリスト表示した際に、各連絡先に紐づく関連トピックや、配信リストをリストに表示させることはできますか？ できるのであればその方法を教えてください。

• Format any date to match the user's locale settings with this Client Script

  A common problem in Zoho Client Script is a user's date format. On Create/Edit pages, Zoho will only accept a date if it matches the user's locale. Even if the date is in a correct format, or Zoho date format, user's can't save a record if the date format

• Block incoming emails by shared mailbox

  Good morning, I will explain my problem to you At the moment I am making users open tickets only via email I would like users to send messages from their personal mailboxes and not from shared mailboxes I would also like if the ticket was generated by

• Zoho Desk to Jira > Automatic Creation ?

  I've set up the integration for Jira and Zoho Desk, but when I create a test ticket as a customer nothing is sent to Jira automatically - is this correct ? I can manually link to Jira using the "More Actions", but I was expecting the issue to be created

• Comparing 2 collections to make an action

  Salut, I have a customer form with a main phone number, and a secondary phone number. I have another form, a calendar, with a paste of the main phone number. I want to send a SMS to both phone numbers when the calendar event happen. I use the following

• Automate Ticket Assignment to Contact or Account Owner Using Custom Action

  Teltroz Inc specializes in data science, data analytics, and big data technologies. Serving a wide range of customers from large to medium-sized businesses, security has been their top priority. The firm uses Zoho Desk to enhance their business operations,

• how to remove email headers from Zoho Desk emails and replies from customers?

  I'm testing Zoho Desk at the moment ant noticed some very annoying with the emails that go back and forth, the email headers are always included on the conversation in the web interface and the customer also receives emails with these readers showing

• File Upload and Add via API

  I've been attempting to upload to via the Files api and I have been hitting the wall with actually getting the file to attach. What type is the API expecting ? Base64 Encoded ? When I do I get a 414 Error. I would appreciate your help as I am currently

• Add Pinned Tickets to top of queue

  As an IT Helpdesk, we have some tickets where they will need to be looked at daily over a week or 2, and the ability to pin a ticket to the front/top of the queue would be handy as we can be reminded to take a look, rather than placing them on hold and

• Holding Shift to keep selected tickets

  It is annoying trying to change the category of tickets and then closing them. You have to select them one by one, no way to 'hold down left click and drag your mouse down to select multiple'. Once you have selected them and you change the category, you

• Formula Module how to convert to percentage

  Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual

• Existing subform data is being changed when new subform entries are added

  I'm having trouble with existing subform data being changed when new subform entries are created. I have the following setup to track registrations for a girl scout troop: Main Form: Child Subform: Registrations The data are a one-to-many relationship where each Child record has many Registrations (new Registration will be created for each year the child is in the troop.) Per the instructions, I have created the subfom, added it to the main form, gone back to the subform and created the bi-directional

• How to add a contact ID to contacts I'm importing with migration

  New user, business owner here, not a data specialist. I'm attempting to migrate import data from my old CRM, Daylite, via a .csv file. I feel like I've mapped the columns in the .csv file, however when I click save and next, I get a message saying the

• FSM Job Sheets data to CRM

  Hello, is there anyway of getting the data collected in the job sheets into the CRM. We are collecting inspection data which we were using zoho forms for but the job sheets in fsm seem like a lot better way to collect it but we need to be able to get

• Footer in PDF template doesn't stay at the bottom of the page

  When setting up a PDF template there is an option for a header / footer. The header stays at the top of the page however the footer does not. It appears the footer actually serves no purpose as it seems to rise up to underneath the header (see image). Is there a way to lock the footer to the bottom of the page? Otherwise what is the point of it? Image demonstrating what I mean. https://ibb.co/cJY1xZ4

• Hiring Staff Accountant in San Diego with ZohoBooks Experience

  Hello, We are a San Diego, CA company looking for an experienced Staff accountant or controller that has ZohoBooks experience for a full-time position. Please reach out if interested. Best, Ben

• Third party apps for my mail

  Hello im new here and i have a very important issue. A third party company uses one of my emails to send invoices to our customers. My problem is that cannot connect to zoho mail server. my imap settings are corrent imappro.zoho.eu 993 smtppto.zoho.eu

• Outage?

  Is there an outage? Everytime I try to access Zoho FSM (web, as admin) I get a blank screen.

• Zoho chat module for prestashop doesn't work

  Zoho chat module for prestashop doesn't work

• IMPORTRANGE Spreadsheets

  I am trying to importrange a spreadsheet into another, but an error keep appearing saying NOT LINKED. Noting that I've linked it. I've tried to publish both sheets and re-apply the formula many times but nothing is working. I don't know what can I do

• How to create Comparison across Period chart in a dashboard?

  Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast

• Trouble fetching custom fields from Zoho Booking

  I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :

• How to change an employee mail id

  Hi, Does the administrator have the rights to edit an  employees mail id. 

• Tip of the Week #56 – Analyze performance with analytics reports.

  Wondering how well your team is managing communications in shared inboxes? It’s time to stop guessing and start knowing — with Analytics Reports! As an admin, you get a broader view of your team's performance by tracking important metrics such as response

• Zoho Sprints is now AI empowered

  Enhance the quality of your work with the power of generative AI tools in Zoho Sprints. These tools help you write precise descriptions, summarize content, analyze sentiment and tone, and translate content into your preferred language, and write and explain

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