Has Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
CRM emails vs Campaigns
Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered. We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign
Add Microsoft Entra ID to Zoho One
Hi! Have anyone tried the Zoho connection to Microsoft Entra ID (https://help.zoho.com/portal/en/kb/one/admin-guide/directory-stores/articles/add-microsoft-azure-to-zoho-one?action=kbArticleFollow&actionId=4014605732522 ) This is a big operation and you
Adding yearly Calander
How to add Yearly calander and employee data from admin console
Zoho Support is Dysfunctional & Don't Know Their Own Support Hours
Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
Selling a product consisting of several components
hi all, I have a small issue with inventory items, I am a perfume company, and my product consists of many items, how can I manage this, from purchase the items and convert them to be one item ready for sales - using ZOHO platform ..
Admin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
Zoho Support - Again!
I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response
Forced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which
Zoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
No Zoho Support on the weekends or after hours?
Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,
New UI of zoho people
I recently switched to the new Zoho People UI, and I’m not happy with it. It’s confusing, and the navigation isn’t easy to use. In the old UI, I could easily view all leave applications for the whole organization. But now, I can only see leave requests
Zoho Sites - Product Page
How can I make my product page more comperehensive?
Any ways we can obtain PageSense Funnel / Goals data - Identity-wise or Visitor-wise
So, we have embedded our custom Identity (by pushing it from the Website) and its being tracked in Session Recordings in Pagesense (Identity-wise). But we can't have that in Goals or Funnels - its just generic data without either being pushed to CRM or
Agriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
Looking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, which
Company Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.
Code Snippets not publishing in blog posts
Code Snippets in my blog posts are not rendering. Where the Code Snippet should be I see a message that says "Snippet with be rendered in the published site." even though I'm on the published site. This happened a week ago and I found that if I went to
What is the difference between Zoho Campaigns and marketing hub?
Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
New Zoho Logos
OK, folks, this is a teeny tiny nit. I'm fairly new to the Zoho family, so I be missing some historical perspective. We've adopted Zoho One all across the company, and while the out of box experience wasn't quite as easy as I had hoped, we are quite happy and increasingly pleasantly surprised at the many improvements since adopting Zoho One. I was surprised to learn today that Zoho is replacing their colorful product logos with new monochromatic line art logos. I read the article they sent out
How to Supercharge Your Hiring Process with Zoho Recruit's Automation and AI
Talent acquisition in today's competitive market is more important than ever. But with limited time and resources, it can be tough to keep up with recruitment demands. This is where recruitment software can play a crucial role. By automating various aspects
How do you deal with data protection within your company
Hi, I'm struggling with the lazy data protection within Zoho One. Our corporate policy is 'separation of concerns'. Sales take care of the revenue, Development/Support takes care of building the product and helping the customer. I think Zoho is too open
Downgrade der in Zoho One enthaltenen Backstage Lizenz
Wir erleben gerade ein großes Ärgernis. Seit längeren diskutieren wir mit Zoho, warum man in der Zoho One / Backstage Lizenz keine bezahlbaren Events einstellen kann. Ja, ein einmaliges Events mit der einen Lizenz ist möglich. Wir haben mehrere kleine
Constant refreshes
Is it just me or do all Zoho apps suffer from not dynamically updating. Across nearly all the apps, I find myself constantly questioning whether whatever item I've just added actually saved because it doesn't dynamically display and so I have to refresh
Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use the
List Pruning
When it comes to email lists, quality is much better than quantity. On most systems it's easy to find and delete users who either haven't engaged for x days/weeks or haven't opened the last (insert number) emails. And yet, this latter functionality is
Can you not track opens for emails sent directly on Microsoft Outlook?
Hi everyone, Am I right in reading that it is not possible to get all the same tracking capability for emails sent from Outlook with the IMAP integration? I can see the email sent under the account but not whether someone has opened it. Are there any
Zoho Support
Is it just me or is Zoho Support the most frustrating support you have ever dealt with? It takes an ungodly amount of time to explain back and forth over email to them, when you call the support line the people you speak cannot give you an answer all
Frechheit: Backstage auf den Zoho One Tarif zurückgestuft
In Zoho One ist auch die Backstage-Lizenz enthalten. Wir arbeiten seit ein paar Jahren damit. Vor kurzem konnten wir in unserer Lizenz auch endlich unsere kleinen Events mit einen Preis anlegen und einiges anderes mehr. Das war super. Aber nun können
Overlapping Zoho Apps
I have always loved the idea of Zoho One but always felt the individual apps were lacking but in my most recent assessment, found the apps especially Projects, Cliq and Mail much improved and we've now headed down the path of moving towards a Zoho One
Zoho One Apps
Has anyone else noticed that all of the Zoho Apps lack tons of features? Zoho Creator is awesome, but all of the Zoho One apps simply don't deliver the "punch" like other software solutions designed to do the same thing. We find ourselves constantly submitting
Standard Forum Post and Response
Me: Hello, I need help with making this happen ________________ Forum: "crickets" Forum: "crickets" Me: Hello? Forum: Oh sorry you can't do that. Zoho: Oh sorry you cant do that, but if you email a business process to us we'll help. Me: 4 years later
How to make Onboarding as mandatory in Zoho People
What we want is when any new employees joins our organization then first they have to complete onboarding cycle then after they can use zoho applications. In Zoho People there is a option of Onboarding but the problem is it does not restrict the employee
Do I have to get rid of MS365 Outlook?
Hello. We are on MS365 and currently starting with Zoho One. I'm confused about the different options to connect Zoho with Outlook, but I cannot extract the best solution from all these options. I can not find any pro and cons to switch over. We will
Widget for Marketing CRM??
Hi All, I saw this very cool marketing Widget, that looks like it will show recently sent emails, SMS, social media, etc. etc. I have been struggling to find a report that will show the contacts that I have made (via calls, texts, emails, etc.) and this
How does a single marketing, sales, accounts & projects team manage multiple organisations with different work scopes
Dear Zoho Experts, Greetings! We have multiple organizations but managed by a individuals in the respective departments. Would you suggest if we should go by an all employee zoho one plan for differentiate departments with individual apps. We have employees
My Nightmare
I've spent the last month trying to build a Custom Solution within Zoho Developer. Unfortunately, I've come to find out that Zoho Support and the Zoho Developer team don't truly understand their own product offering. It's my hope that someone who works
Using Zoho One in not-for-profit organizations
We are a national not-for-profit organization and implemented Zoho last year. I am looking to connect with other not-for-profits that have adapted Zoho for their unique needs (not from a sales perspective). Zoho support seems geared towards the sales
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