B2B aspect of Commerce - external representative access
Hi, We use Commerce as a B2B platform for our retailers who distribute our products. They all have an account to place orders themselves on Commerce. As in every business reality, it is not all customers who will use the platform. Some still go through
From OmniAccounts.co.za to Zoho.com
Hello all. I am trying to convince a client to move from omniaccounts.co.za to zoho.com because there are features in Zoho that she needs in Zoho that are not in Omni Accounts. Could you do a comparison table, or is there a comparison table of the two
Dataprep - DateTime Field is not being exported to Zoho CRM
Hello, I'm using Zoho Dataprep to export data to Zoho CRM. All the fields, except the DateTime, are exported successfully to the CRM Module. The field i'm trying to Export is "Data_da_Posicao" and it's target is configured to the correct field in Zoho
using zoho sites i want a pop up to appear when a customer clicks "contact us" to collect customer details for zoho crm
Hi I cannot seem to find this simple request function anywhere. We use Zoho sites and have access to the full Zoho One suite (if another product is needed). I want to set up a pop up when a customer clicks on a button, in this case contract us now. In
Integration with Nextiva Communications (VOIP)
Hello, Does Zoho plan to add Nextiva into the Line of Telephony Integrations for Zoho Products such as Zoho Desk, Zoho One or Zoho CRM? Nextiva is a leader in VOIP communications, and I am not understanding why no integration exists currently? Is this
Autentificación de dominios en varias aplicaciones de Zoho
Hola, Si autentifico dominios en Zoho One, ¿es válido para todas las aplicaciones de Zoho que tenga en mi plan? A día de hoy estamos autentificando los dominios en cada app de Zoho que hace uso de email y es un lío para la empresa que gestiona nuestros
One blueprint that includes all zoho products
Is is possible to create a single blueprint that spans several Zoho applications? We have a process that starts in zoho desk but includes components from Zoho CRM and Zoho Sign and then Zoho Billing. It would be really cool to be able to have the process
"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"}
Hi, Good mornig , I have a problem with add data to creator API and I don't understand for why. The same process be have correctly excute the last week. {"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"} I need you help. Thank You
View Zoho User's Last Login
Hi there, How do I see the last time users in my org logged into Zoho? I looked in Settings, as well as, Reports. Cheers, Jon
Renaming the accounts module not working
We use Zoho CRM in German, but the translated version leads to confusion between the Accounts and Contacts modules. I assumed it would be a matter of seconds to have the german Module «Kunden» appear under its original name of «Accounts» which would be
Tried Zoho One and cancelled, now locked out of Zoho Workplace
Hi, I am subscriber to Zoho Workplace and decided to try Zoho One to see if it could meet my needs. I decided it was not what I needed and cancelled the trial. Now, I am unable to access Workdrive as the system thinks my trial has ended. I have not had
Improved Ticket Status Management in Zoho Support
Dear Zoho Support Team, I'm writing to request a change in the way Zoho Support handles ticket closure upon agent replies. Current Issue: Currently, when Zoho Support agents respond to my ticket, they often set the ticket status to closed. This creates
Blocking Desk Blueprint Transition from Widget
Hi, Has anyone got a working solution for blocking a blueprint transition from a widget? My use case is that the customer has an external warranty system that holds details based on an item serial number added to the ticket. They need the widget to confirm
Error adding a new user within our organization to Zoho Sites
Hello, We currently have an active site that was upgraded to V2 & are receiving an error message (with no details) when trying to assign a new user to the sites application. She is already a member of our organization and is utilizing an active Zoho one
Zoho one trial user
Hello to everyone im currently on the zoho one trial period and i have a small pest control company. Im going to be hiring a remote virtual assistant. Which service plan should I choose ?
Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?
Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?
Zoho CRM iPhone Sync
Is there a way to add my crm contacts as a "group" on my iPhone contacts list? Then when a contact calls me, their name will show up on my phone instead of just the number. Thanks!
Adding Apps to Zoho One?
Does Zoho plan to add Zoho Backstage and TrainerCentral under Zoho One?
Zoho One Home Dashboard
Good Day, I would like to know how one can add a dashboard they created to be viewed on the Home Dashboard? I have a dashboard I created in Analytics. How do I get that dashboard to display on the Zoho One home Dashboard?
Books : Where to find Sales order from a Project
Hi Zoho Developers, From a Books Project, I have to push data to Creator, through a deluge script. From the Project data, I can't find Sales Orders and Purchase Orders links to that project. Where should I look to get SO and PO linked to the project ?
Where can I find the unsubscribed contacts in MA 2.0?
I'm using MA 2.0, and in my contacts list I see two unsubscribes. But I can't seem to find where I can see who actually unsubscribed. However, I did see in my first email, that I had 2 hard bounces. Does the system automatically unsubscribe when there's
Zoho Commerce with wordpress integration
HI Guys, A newbie here. have our work website setup using a wordpress template that we are happy with. We dont want to create a new website using zoho sites. Is there a way we can integrate zoho commerce with our existing website. Thanks heaps in ad
Lookup field that connects contact to client module
Lookup field that connects contact to client module
How to link ACCOUNTS with PRODUCTS?
I have created 8 PRODUCTS and imported all the ACCOUNTS. Now I want to link Accounts with Products with Many to Many relationship. One Account may be linked to more than one product. How do I achieve this? Zoho help support is pathetic and I have already
Zoho Admin Access
Hello, We have a concern that we need help with. Previously, we had a single admin access account that was shared among three users. Recently, we decided to grant individual admin access to each user. However, we are worried that some data may not be
Employee Logged Hours Report
Hi Team, We are looking at having all Employees logged hours report, but different staff uses diferent modules to log their time. Is there anywhere that we can get a report that captures every time entered through all Zoho modules? Thank you.
Is WorkDrive included in Zoho-One?
Is WorkDrive included in the Zoho-One suite? I am also asking because I see a new button in my Zoho-Mail - see image:
What happens when I downgrade?
I have a Zoho One subscription which I really like but am having money troubles and can't afford it. The one thing I don't like about Zoho is the online resources! I find it impossible to find answers to anything. My question is what happens when I downgrade
Blacklisted Using MA
Hi! Here is a setup that keep getting us blacklisted on Spamhaus CSS. I have a question on how to solve this so that we don't get blacklisted all the time. Our website is with a supplier (third-party vendor). The page is on a Plesk webserver. This hosted
How to create client portal
Hello guys. Is there a way to create similar client portal with some zoho one tool(s)? I've been trying to create something similar with zoho creator, but I didn't find a way to add chat there so far. Any ideas?
Solutions within Zoho / Zoho One for shared mailboxes
Hi there, Our organisation is a Zoho One subscriber and we are looking to migrate emails across from Google Workspace to Zoho. We have a handful of user email addresses to migrate, and also one shared reception mailbox which is used by multiple staff
Mass update
I want to make an update to everyone who opened a certain email. This is the screen I get after selecting a field and a value to update. Number of contacts selected = 0 what am I missing? Thanks
Only Zoho Mail "Free" plan for Zoho One subscription?
I have an active Zoho One subscription. I expected it comes with Enterprise subscription to Zoho Mail. But when going in Zoho Mail, I only see I am on a free plan. Why is that?
Production Order Tracking
We are looking for a solution that once a sales order is written and sent to the production floor it can be tracked through each production stage / process. For example: Sales Order ---> Material Pulled ---> Cut & Processed ---> Bent ---> Finishing / packaged ---> Delivery Something where at each stage it can be marked with a status (complete, in progress, waiting etc..). even better if it would automate a notification (email) to our customer to let them know where its at in the process. Perhaps
Adding more addresses in Accounts
Hi, I am not an API developer but involved in setting up Zoho CRM. I am trying to allow customers to add more than 2 addresses "Home & Work", whichever the client wants to add such as "Friend address or Parents' address...etc" those are optional, something
Blog post content search field
Hello We have countless posts on the blog and we often need to search the (posts) Topics by subject (Titles) and/or keywords. Just the category is not enough..we urgently need research fields on the blog! See attached image
Struggling to find the right flow for sending an invoice with a link to pay
With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact with
Please improve Zoho Mail with an external server
The process to configure Zoho Mail with a 3rd party email server is very bad. So, my company has its own email server and changing it to Zoho is completely out of consideration. But we want to use Zoho Mail for its features and integrations, particularly
Sync Notes and Activity to CRM
Hello All, We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working. We've noticed a real pain point of not being able to see
Zoho Survey limits in Zoho One
Zoho Survey lists a limit of 7000 response a month for Zoho One users, but on particular months (March and November) I would need around 11000. Would there be way to pay for overages those 2 months?
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