Zoho One Dashboard
Hi, Is anyone else having problems with the loading of the Zoho One Dashboard? Mine is freezing during the loading process and not loading. I have cleared cookies and cache and temp internet files. I think the dashboard is awesome, but I would love it
facing issue on CRM while creating activities.
Hi, I am facing issue on CRM while creating activities. I logged in crm with the admin role and creating activity with deluge function. Activity is created with currently logged in but their is also mention created and modify by super admin user. I
Month count
I would like to add a column to my table that numbers the months from the start of our records to the last. So if we started in January it would be January, 2021: 1, February 2021: 2, March 2021: 3 and so on. I mainly need this for a calculation I would
Inbound Calls not always syncing with an existing contact record
Inbound Calls not always syncing with an existing contact record - could I - Any suggestions on how I can overcome this, apart from manually updating each record? Will this not happen if there is a duplicate with the same number?
URL download link
Hello, I would like to create a link to download a file from another module in CRM. I will bring together many download links from another module to one subform in a different module. What is the URL pattern to use? Thanks
Zoho Books Payroll
Hello, We have been doing our books on an older version of quickbooks and we thought we would try Zoho books for a bit. For the life of me, I cant find out how to add an employee along with W4 info etc. In quickbooks this is simple to do, stupidly simple.
Advantages and Disadvantages of migrating to Zoho One.
Hi everyone, I want to share my experience with the transition from Zoho bundles and standalone apps to Zoho One. I guess first I'll talk about why I migrated. Well that was pretty easy, I saved money in doing so. I was paying $159 mo. for Zoho Creator with Customer Portal, 2 users on CRM plus @ $120 mo. in addition to 5 users on Zoho mail and 2 users plus 1 external (accountant) user on Zoho Books. So all in all, I expanded my capabilities and reduced cost. I currently have 6 Zoho One users and
Zoho Creating duplicate tasks on Save
Duplicate tasks - so when i am in a workflow and set it to create new task, i then set the task but when i hit save it dosn't do anything.. i have to X or just close the task, then i have to hit create task again and go find it (that is one issue, i can
Report showing YOY Growth By Period?
Is it possible to have a report that shows the growth over the same period last year, like with the seasonal, but including all months? The seasonal works great, but you to choose a specific month. I'd love to either show all months, or be able to use
What is the difference between a Push Notification and a Bot Notification?
What is the difference between a Push Notification and a Bot Notification? I know Bot notifications show in Cliq. Where is Push notification presented?
Sdk vs Curl which is better for durability and stability of a web / desktop app
the is more like an open discussion than a question, i'm currently working on a new project using a new API that i never worked with before (Zoho), I have no problem with the sdk or anything and i was able to make requests with curl with no problem, the
Aggregate Sales Order at the end of the day to create one Purchase Order
Hello, We have a requirement to aggregate (merge) items from different Sales Order at the end of the day (based on schedule) to create one Purchase Order per day. How do I build this in Zoho? Thanks!
Unattented access maximum computers ?
Hello ! I'm a very happy Zoho One customer. I enjoy working with Zoho Assist now and unattented access is a really nice feature ! But now it seems I can't install it on more than 10 computers.. Is it a limitation when using Zoho One ? When I try to (test
How Zoho One is a Game Changer for Your Business?
An operating system designed for businesses, Zoho One is business process management software that organizations can use at an affordable price. In addition to offering a wide range of innovative business solutions that help the business owners and administrators
Writer Automate Update: WARNING!!
In the new update to Writer, when using the Automate Tab (merge docs, sign, or form submission), Zoho has made a change that you MUST select an Automate Template! Once you choose, you are THERE FOREVER!! NOT EVEN ZOHO TECH SUPPORT CAN ROLL BACK THE SELECTION!!
Marketing Hub, Tracking, Reports and ZoHo
Greetings. It is nice to have access to 80+ apps, and now a "new" version of zoho One. But here's the thing, it is impossible to have ANY faith in anything zoho, when the apps you have do not support the same reporting from one app to another. Case in
Pre built function failure: thisapp.portal.assignUserInProfile();
Hi, I have a function that automates the process of creating an account for customers for the customer portal. The problem is if a blocked email address is passed through it ends the whole function. This displays a huge error message and its non-developers
VAT in UAE
I would like to know the items which come under Exempted and Zero Rated items. I have come government charges which i cant charge VAT but i have to invoice to the customer to collect the money. Ex Visa Charges to government. Also there are Insurance cost
blueprint alternative
Hello, doing setup for a company in the Apparel Industry... Having a hard time figuring out which module i would get the most benefits from - Flow, Orchestly, or possibly projects but i think either of the first two will work just not sure which is better
what is the value of request.Headers["Authorization"] = "Zoho-oautht ......";
Hi, I trying to add account to zoho crm by using API, as below: HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/Accounts"); request.Method = "POST"; request.Headers["Authorization"]
Reducing users to match the license bought
Hi, my name is Vendrdi, I have been using Zoho one with a license for three but I wanna reduce it to one since I dont have other users that use the platform other than myself. I need help reducing the users to one have the license match the users. My
can't see scheduled posts
Hello! My company has a few people posting to our social accounts. When I go into the "scheduled posts" section, I don't see what the others have scheduled out. Would someone be able to help with this, please? Thank you!! Katie Senycz
Based on Names we need to get id
I have a form named as " contact" i have field " client name" if i gave client names as "Ashok Kumar" then client id must be as " AK-1", 2) Arjun Kumar - AK-2 if the first letters are same the number should be increased like ws-1,ws-2,ws-3
Structure for a business with clients enrolled in different courses
I run a business that offers group lessons for a coaching service with different set 'courses' Each course is a set product with a price, but I would like to have a seperate object for tracking the specific course including the duration. I managed to
Setting a Budget for Expenses
Greetings, I'm new to Zoho Books (2 days old). Sorry if this is a newbie question! Is there a way to set a budget for expenses? I'm finding lots of forum posts specifically about setting Project-related budgets, but I'm not finding ones about setting
No control or blank screen
Hi. If this is the wrong place for this please let me know so I can get to the right place. So me and my team were testing unattended access out and sometimes have a couple of issues One is not being able to control the remote computer, or more accurately
Workdrive CRM Extension iFrame/Widget is completely unusable
Am I the only one who finds the Workdrive CRM extension to be completely unusable lately? The iFrame/Widget for the related list on any record or module loads endlessly and I cannot remember the last time it populated with the files or let me upload
Cant add a second domain
help
Does Zoho One include Zoho Wiki?
Does Zoho One include Zoho Wiki?
New Zoho One Interface
This is both a warning and a heads up to Zoho One staff. The new Zoho One interface has a TON of bugs and I only had it on for 5 minutes. I tried creating a new dashboard and was not able to add any Apps to it for quick access like it said I could in
Save email/zoho desk attachments to Zoho Workdrive
Hello, Would it be possible to save attachments from Zoho Desk emails with certain criteria to a Zoho Workdrive path automatically? I saw a ticket where you could convert email attachments to ticket attachments, but I am looking for a step further here,
Deluge Functions
Hi All, I am in the process of setting up Zoho CRM (Professional Subscription) for our organisation as a replacement for Microsoft CRM. We have a fairly limited usage of the CRM functions, essentially just recording and managing Quotes. I am trying to
Sync time between data in analytics and books
Does anyone know the sync time is between data in analytics and books? Also do you know if this can be adjusted and if so how? Using Zoho One - Thanks
Job association
Hello, When we are on a candidate page, if we want to associate him/her to a job, it opens all the job openings created in Zoho Recruit. I know we can filter on the left by selecting the status of the role (in progress, ...) But it would make more sense
Enviro Recycling EHF Fee's
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
Great Alternative To Zoho Certified Partners
Have any of you struggled with hiring a Zoho Certified Partner like we have? We've tried to hire numerous Certified Partners but have been blown away with their lack of expertise. I guess just about anyone can become a Zoho Partner because I've tried
Changes to User Interface in Zoho CRM without notice causing errors and frustration
The UI for sending mail in Zoho CRM changed as of this morning with no notice or documentation of the changes made. This interferes with our call integration as it forces the mail view to be inset inside the CRM window with the position locked and no
Having a single team manage 2 organization
Dear Zoho One, We are two companies running different business (service and sales) in UAE. Let me explain - Company 1 - A contractor Company 2 - A consultant, Service company Marketing, Sales, Projects, Accounts and HR are individuals working for both
Changement de domaine
Bonjour, Mon entreprise a changé de nom il y a peu et donc changé de domaine. Je sais que pour mettre l'adresse avec le nouveau nom domaine, il suffit de mettre l'adresse en adresse secondaire puis l'élever en adresse principale. Mais cela concerne uniquement
Marketing Hub - BASIC signup form
Greetings. May someone please help us find basic info on HOW to setup a JOIN our newsletter form? There are FAQ pages for how to edit/update your profile, etc, but we can not find info on how to actually create a signup form for our website. Thanking
Next Page