Zoho Desk and Zoho Inventory

• Topic Participants

• Bill Moore

  

• Lakeside

• Rohit

• David Haddad

  

• Kamillea Aghtan

• Sticky Posts

• Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

  Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools

• Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

  Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help

• Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

  Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

• Zoho Desk Cheat Sheet For The Year-End

  Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

• Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

  Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions

• Recent Topics

• Clarification on “Prefill by you” option in Zoho Sign

  Dear Zoho Sign Team, I have been trying to understand how the “Prefill by You” option works when sending out a contract for signature. My use case is quite simple: I need to sign a contract alongside my client. As I understand it, I have two ways to proceed:

• 見積書のサブフォーム「見積明細」に登録した独自項目が取得できません

  見積書タブの「見積明細」に、独自の項目を設定しました。 設定した項目は「仕入単価(API名： shiiretanka)」です。 見積データの保存時に、 ・各明細の（単価（販売単価）-仕入単価）×数量　で粗利益額を出します。 ・各明細行の粗利益額を（ループ処理で）集計します。 ・集計した金額（合計粗利益額）を、見積書タブに設定した独自項目の「利益額」へ入力します。 という自動処理を行いたいと思い、ワークフローを設定して独自関数をスクリプトで書きました。 CRM設定画面の「API」の項目名を確認し、見積明細サブフォームのAPI名は「Quoted_Items」とのことだったので、スクリプトで見積明細フォームのデータを取得しようと

• ENBD Business Bank Integration

  Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose

• Announcing new features in Trident for Windows (v.1.22.3.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your workflow and take workplace communication to the next level. Let’s dive into what’s new! Zoho Voice integration. You can now easily manage business calls with the

• Zoho Campaigns API - Send Campaign and "Content not reviewed"

  Hi, I successfully managed to create a Campaign with Zoho API and /createCampaign endpoint, receiving positive 200 status code and and a campaignKey, required for /sendcampaign. However, I can't send it via API, but instead always getting a response:

• New Asap Widget How to update my code

  I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directly

• Questions About Portal

  I am trying to set up our portal for internal use by company employees and I have a few questions: 1. Where is the portal pulling the form template from? Or more to the point, where can I go to edit it? 2. Tickets submitted by users through the portal

• Check-in and check-out time calculation discrepancy as shown in a screen recording

  Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257

• Can we create Sprint with tasks from Multiple projects?

  Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

• How to provide Access rights to specific Bank accounts

  We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?

• Triggering rules on lead conversion

  There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

• Feature request - pin or flag note

  Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

  Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.

• Record Locking for Meetings CRM

  How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time

• How do I assign a parent to an existing campaign?

  I created a campaign but now I'd like to make that existing campaign a child of another.  How can I do this?

• Client Script | Update - Client Script Support For Portals

  Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for US DC.

• Sales tax liability

  I am not seeing the tab for sales tax liability under reports. Please help

• Is there a way to Prefill A Subform in Zoho Forms?

  By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?

• Zoho Notebook suddenly running very slow on long notes

  I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for

• Zoho CRM <> Zoho Desk Account Sync

  I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync to

• Enhance Appointment Buffers in Zoho Bookings

  There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment

• Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

  Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the

• 📣📣 Zoho Bookings - Feature Roadmap 2024

  Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

• Setup Leave Policy which increases based on years of service

  Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid

• Repeating Sections in Writer

  I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another

• How can i make one checkbox out of a group required?

  for example say I have a contract with two check boxes for "male" and "female". I want to make it so that one of the two options are required.

• Kaizen #91: Dynamic Lookup filters using Client Script

  Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify

• Bigin iOS and macOS app update - Email Filter enhancement

  In the most recent iOS (v1.11.1) and macOS (v1.8.1) versions of the Bigin app, we have introduced additional email filters. We have now brought in support for 'All Emails' and 'Added from Widgets' filter categories. All Emails: This filter displays emails

• Canvas Blueprint - Refresh/Reload Section

  I have a blueprint on a Detail canvas in CRM. When one of the blueprint buttons is pressed, the blueprint actions take place as normal but the actual blueprint options on the canvas dont change until the screen is refreshed. This doesn't happen when in

• I get an [ERROR CODE :550 - Verification failed] but only on 1 address...

  When trying to send an email to a friend, I get an ERROR CODE :550 - Verification failed but only on this one address. - Sending him an email with my private gmail address is successful. - Sending myself an email with my SOHO address is successful. -

• Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS

  I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs.  I just

• LastFourDigits Placeholder is Broken on Dunning Emails since Feb 24th

  As of February 24th, the dunning emails stopped rendering/displaying %LastFourDigits% placeholder! This has been working for 2 years without issues but last 6 days, it's not rendering. Example of Dunning emails from last few days: RIOR to February 2

• Set Parallel Transition to Common Transition

  Hello Zoho Team, I wanted to set a parallel transition to a common transition, but was not able to: We want to create a parallel transition, where we store all the tasks that need to be done considered as "paperwork". This paperwork can be done in multiple

• String field that contains html code to email

  Hello everyone, We've created a zoho flow that takes some input from the user (some keywords from a multi pick list) and sends them to a zoho flow which uses an ai prompt to create an email based on these keywords in an html form (e.g. use of <p>, <b>,

• Get Workflow Metadata via API

  Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.

• Zoho Projects API v3 - How to format filter critera in deluge

  I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and

• The difference between Zoho Marketing Automation and Zoho Campaigns

  Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you.What is Zoho Marketing Automation? A

• Payments calendar for receivables and liabilities by due dates

  Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen

• Add rows in subform with Excel / Sheet datas

  Hi! I'm trying to build an application where I can choose an Excel / Sheet file from a Workdrive folder, and for each data in the file, I create a row of a subform. But I can't do it, here is the code I have: inputString = input.choose_xls_file; separatorIndex

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