Signed forms to multiple users
Hi. We are just testing Zoho one and the sign feature is perfect for us. We would like a completed form to be sent to multiple users rather than just the owner. How do we get this too works as can't seem to find anything that works
what is the best app for this customer facing portal
Hi long time user but i need to pick your brains. We have a new business that requires a customer portal. I need for them to be able to access the following. 1. See old orders and reorder 2. Equipment we are renting to them. 3. see as catalogue of products related to them. 4. payments made and due 5. personalised messages and offers 6. colourful reports. So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i looked
Test-User within the Zoho One License
Hi, we recently subscribed Zoho One. I agreed to license Zoho for all employees. I need an account to test the functionality of Zoho, before rolling it out to the teams or departments. As we are planning to have colleagues in certain geographical regions,
Export planned for the dataset to Zoho Analytics failed.
Hello, Despite the corrections made to the currencies as indicated in the messages. I still get the same error messages. Can you guide me to solve these bugs? So far, I still don't have a good experience with dataPrep which is a very good tool. Too many
Can ZohoOne and Zoho apps import from Linux hosted OpenLDAP server?
Does ZohoOne and other Zoho apps support connections to Linux hosted LDAP servers? I've read that ZohoOne supports Active Directory and requires Microsoft .NET. We are not a Microsoft shop and do not plan to start using Microsoft products. Connecting
Live Time Zone Calendar Adjustments
Recently I've added some ideas addressing lack of basic time zone functionality in CRM calendars/invitations/reminders/notifications that I am hoping ZohoOne can take under serious advisement. Those suggestions represent coding that would only work for
ZOHO Recruit for agency
Hi, I'm fairly new with ZOHO recruit/career website. I have created a website using ZOHO Sites, how do I integrate ZOHO career site into ZOHO sites?
Zoho One - Tasks bugs
If Zoho tasks is opened from Zoho one and then clicked in any of the configuration buttons. Configuration can not be any longer closed as button does not appear. Also, configuration such as color and light dark mode is not saved. It says it is, but it
Include Zoho Team Inbox tab on Zoho one
Right now if you click on Zoho Team Inbox app it opens a new tab instead of just opening it inside zoho one as it happens with the rest of the apps. I would be very greaful if this could be fixed.
User Calendar App Access Unable to be Enabled
We have a user that was created before we transitioned to a Zoho One license. This user was created without access to the Zoho Mail Calendar (access is disabled.) We now need to enable calendar access for this user, but the mail admin panel gives us an
Images optimizer
Hi. I want to use something like TwicPics to optimize the images at my website. https://www.twicpics.com/docs/tutorials/quick-start Unfortunately, it works by adding an attribute to the img html codes. How to do that on Zoho Sites? If not possible, do
The new Org Dictionary is really only Tags, not a true Dictionary
Hi, I received this link (https://help.zoho.com/portal/en/kb/one/admin-guide/managing-organization/articles/org-dictionary#Adding_words_manually_to_Org_Dictionary) and checked it out to see whether it was true. While I like to have a general tag manager
Facebook Group Integration
When I invite someone to join our Facebook Group, I would like to follow up with them if they have not done it. I imagine I would need some way for Facebook to notify me upon successfully joining so that I can update their Zoho CRM profile. Is there a way to do that?
Zoho Booking Integration Option With Sales IQ Codeless Bot Builder
I have checked the latest release of Sales IQ 2.0 and i think that's a really cool update by Zoho . I really like the features of Zoho Sales IQ 2.0 and the best thing is Codeless bot builder , it will help non techies to build a impressive chatbot. But
How to remove my 'Custom Domain' bought via Zoho in 'Zoho Sites;
Dear experts, I have a Zoho site and I bought a custom domain name from Zoho. Lets call it 'Domain1'. Later, for business reasons, I bought another domain name, from another provider, and added to 'Zoho Sites'. Lets call it 'Domain 2'. Right now, both
Multi Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")
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
Zoho Sites Carousel Disapperaing
I have a Carousel on my page but the contents are not appearing on the published page - only the dots at the bottom and the arrows. I have tried everything to no avail. Now I can't even see the contents of the Carousel in the builder either! I really
Vendors not recieving new vacancy notifications
I have had some complaints from Vendors that they aren't getting notifications for new vacancies. I set myself up as a vendor and have the same issue - the emails aren't even going into spam/junk. They just simply aren't being sent. Any ideas why this
Zoho Desk and Projects Integration (Time Entry, Status and Agent Synchronization)
Hello everyone, I am currently new to Zoho Flow and only know basic things that doesn't require much of a coding. Currently I have Zoho Desk & Projects integrated but unfortunately it doesn't sync the Time Entry, Status, and Agent we currently set on
Providing acess to social for an external member from the organisation.
How do we provide access to an external source to run our social media, who is not a part of our organisation. Do guide us how to proceed without using a licesnse key or account just for zoho social
Add emails into Zoho Recruit from Office 365 or Outlook extension
It would be great if the Office 365 and Outlook extension had support for adding not only a Candidate/Contact but also the email itself into Zoho Recruit. Preferably with an option to choose which of the involved emails should get a copy (sender, recipients,
Two lead Forms connected to different Modules
Hi, I need my differnt ads mapped with differnt modules in CRM. As a Digital Marketing Agency I need website leads in different module and Training Leads In differnt Module. Please suggest the way to do it
Better docs for SAML IdP
we've gone through some back and forth while setting up SAML SSO for Zoho One with Azure AD (MS 365). it is quite a common case that enterprises want to use their existing MS auth instead of Zoho password and I think the docs would benefit from some improvements.
Does Zoho support AMP pages?
I am not a developer and would like to know if there is still a way to introduce AMP on my Zoho website,
How to switch Zoho CRM to Ultimate in a Zoho One subscription ?
Hello, We currently have a Zoho One subscription. This comes with a Zoho CRM Enterprise subscription. according to several documentations we can bump it to the Ultimate version by buying an addon: https://help.zoho.com/portal/en/kb/one/admin-guide/managing-zoho-one-subscription/articles/zohoone-add-ons#Purchase_recurring_and_non-recurring_add-ons
Can my use case be a REFERENCE IMPLEMENTATION in my country?
Hi there, I have been investigating ZOHO ONE as the “Back office” system for Shopify, and there are not a lot of information regarding Zoho operating in Brazil (and just like other countries, we also have some specific requirements). I am still learning
Any one using Zoho one in Brazil?
Hi there, I would like to find someone using Zoho One in Brazil. Can Zoho generate Brazil invoices (NF-e)? Can Zoho intregrate with Shipping service Correios Log+ Is it easy to reliably call external APIs in a consistent and fault tolerant way (Retries,
Change price/add discount based on a product custom field
Greetings I'm looking for a dynamic way to change a product's price (or add a discount) based on a custom field the product has, is there any dynamic way or any automation rules that would help me do that? Thanks
Sync CRM Calendar Time Zones, Reminders, & Email Invitation Tools
Recently, while Zoho Help was very useful in creating work-arounds to my helpdesk issues, I became aware that there is no current solution/setting in ZohoOne for properly calendarizing employees' meetings and calls when working from multiple time zones.
Zoho One Installation
I want to give Zoho One a trial. After starting it never stops loading
Problem sign-in from Zoho One Sync tool
I am trying to import AD users in Zoho Directory following the guide https://help.zoho.com/portal/en/kb/directory/admin-guide/ad-sync/articles/sync-ldap I have problem to sign-in from Zoho One Sync tool, with the admin account
Issues with Zoho
Hi all - Has any other company has some of issues listed below. Were you able to resolve them. We have had many calls with Zoho One support team and they have said these cant be achieved due to limitations so I was wondering if anyone has had a workaround
Customer equipment database - Best app to use?
Hello, Our company is a construction equipment dealer and our team is wondering what may be the best app to track the parts/equipment that we've sold to customers by serial number, product, date sold, customer account, etc. We are hoping to have a mass
Deactivation of Backstage user
Hi, Please help to resolve my issue, with backstage user deactivation. When I try to deactivate user from backstage I get next error.
What is the maximum number of products?
Is there a max number of products that cam be added in Zoho inventory or products in the CRM module with a Zoho one membership?
Trying to add contacts that fill out a lead form created in Zoho Forms to Zoho CRM and place them into an automation in Campaigns? Support is basically existent.
We have Zoho One because we were under the impression that all the Zoho apps were meant to work in harmony with one another... maybe i'm just not using them right, but it seems like it's incredibly difficult to do? For example, i'm having issues connection
Open ASAP Chat with button
Is it possible to pop up the ASAP chat client with a button using javascript?
When a survey is completed by a user, can their survey results be emailed to them as a PDF?
At the completion of a survey, I want the person who completed the survey to be emailed a PDF version of the survey. How would this be accomplished?
Custom fields in the zoho desk agent module should be supported
Hello, you can activate custom fields from zoho desk (agent module) - selecting a custom field will prevent synchronisation between desk and analytics. The synchronisations will all allways fail! I got this feedback from support: On further analysis we
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