Convert to Org
Hi, We have serval account in other zoho org, and join us as external user. And now we would like to convert them to our org by this button. However everytime I click , it state that this user is in other org eventhough the user is inactve in other zoho.
NEED TO CREATE AN EMAIL ON ZOHO RECRUIT LIKE I DID IT ON ZOHO CAMPAINGS
I need it to have the same functions, clicks and so on, so that the people to whom I am going to send the information will find it much easier.
Include Zoho Books tasks in ToDo
The unified tasks view in Zoho One (ToDo) does not include the tasks from Zoho Books - could these get included too as they are part of users everyday tasks?
Delete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?
Regarding Free Credit
"Hello there! I am excited to inform you that as mentioned in the title, I am eligible for a one-year credit opportunity. I kindly request your assistance in moving forward with this opportunity. Thank you for your time and support
Management of groups and users in Zoho One
Hi! From admin point of view, there are few quite frustrating problems with current design of groups and users in Zoho One. Groups Right now, we have groups in Zoho One, other groups in Connect and one more kind of groups in Vault. Users We add new users in People and assign to them department, designation, seating location, phone, etc. Unfortunately, those information can be found also in Connect but you need to enter them once again because they are not synced... Btw I prefer to add new groups
Adding Accountant to Books via Zoho One
I am on Zoho One and cannot add an accountant to Books. Can you please advise?
API based user creation
We have a requirement to create users in zoho one using APIs. I am not able to find any APIs for the same. I saw a similar question asked about 4 years ago with no answers from zoho. Is there such an API? Will reaching out to their support team help?
Can I automatically create folders upon Zoho Deal Creation?
Our company is very creative centric and we need creative customer folders created for each deal created in the zoho crm. Is it possible to automtically created a folder with the deal name inside of workdrive when a deal is created?
Billing
I deleted the former 2 employees, and now only have one user, yet I was still billed for three. Please advise, Sam
change super admin email address in zoho one account
Dear Support, We want to change the zoho one super admin email id from Earlier ID: sandhya@secnic.in New ID: info@secnic.in
Zoho One / Login with zoho account on windows device
Hi Zoho, Zoho user, Is there a way in zoho one to add windows devices and make it posible to login wiht their Zoho Account on that device? We started using ManageEngine to manage the device, but somehow I'm not able to find this feature. Can someone help
Data Prep not joining datasets
Hello, I have multiple data sets i am pulling from zoho crm I am trying to combine a subform data set with its parent module using left join. Anytime i do so i receive the error Column DS.Id not found for the join transform. Please input dependent column.
Enabled Microsoft SSO and MFA is occurring twice
Hi, I recently enabled Microsoft Azure SSO as the IDP. When users attempt to log in, they are prompted for MFA from Zoho and then again from Microsoft. How can I disable MFA for a specific group of users from the admin portal, allowing Microsoft to control
Migrating from Google to MS Business 365
I currently use Google authentication to log into my Zoho account. I will be migrating from Google to Microsoft shortly and was wondering what I will need to do to ensure I have access once the migration is complete. Does anyone have any experience with
Convert to Org. external user not working?
Hello, There is an option in Zoho One admin to convert an external user to your organisation. When I click this the user gets an email to accept - but then they get an error saying they are already added to a Zoho One organisation. But they are added
Can i add new mailboxes without adding new users (ZOHO ONE)
we are new zoho one users. we are considering switching over our email provider from g suite to zoho mail. It seems we can only create one mail box per zoho one user. we would like to create a few more mail accounts beyond our users. is this possible?
Zoho Mail, Team Inbox or Sales Inbox?
Hey guys, I’m running into a puzzle deciding what the best application will be. I want to transition/convert from Google Workspace to one of the mail apps in Zoho One to handle my emails but I’m not sure what the best one will be in my case. I am already
Campaign like visibility within Zoho CRM
Hey Team, I love the functionality of Zoho CRM but the biggest missing piece for me is the visibility of marketing activity within Zoho CRM that Zoho Campaigns has through the Zoho CRM Campaigns module. Is there any plan to either add the visibility into
Incoming call Zoho Books Icon Telephony
When the customer calls, the notification pops up on our Zoho CRM. It shows Sales IQ, Desk, CRM, and Recruit icons. Is it possible to add Zoho Books
Zoho One Org Account - Buy 1 PageSense License?
My organization has Zoho one accounts. I’d like for an outside consultant to be able to access our PageSense App to be able to read reports, create experiments, etc., but I don’t want to buy a whole other Zoho one license - I’m only interested in having
Updates to Underlying Data Not Showing
Hello Team, When I add a column(s) to the underlying data of a chart it does not stay added when I reopen the chart. When I try to save after making the intended changes I receive the message "Already saved. No modification found". I tried adding fields
Can I access training central with my subscription level?
I am trying to use the Training Central feature. I have ZOHO ONE. Can I access and use Training Central with my ZOHO ONE subscription? If so, How? Do I have to upgrade my subscription to use the Training Central feature?
Check-In/Notes Section
Hi there, We have noticed that in Zoho People, there doesn't seem to be any Notes or Check-In section which is really beneficial for when you want to make notes about staff and document or log conversations you've had that would be important for referencing
Ignored : Where can I find more details ?
Is there anyway to find out why a lead was ignored moving through a journey to the CRM ? Is it possible to set up an alert so we don't have to activly check journeys every day to ensure things are working ?
Map App to Zoho Ơne Before or After Upgrading?
Hi. I am on the free trial for Zoho one and the paid version of Zoho Marketing Automation. I got this notification: "You have a paid Marketing Automation account and a Zoho One trial plan. To map your Social Spark account, you'll need to upgrade your
Merge Tag 'Tell a Friend' Missing From Options
When looking to add the 'Tell a Friend' merge tag to a new campaign, we are missing the option within the pre-defined merge tags. I can see how to add the tag as an individual component but would rather have the option to anchor to text, so as to display
Pass data (zoho record id) from Zoho CRM to Web tab widget
I'm developing a widget which will be hosted in zoho crm and open form button click. My question is how can i pass zoho record id (e.g. contact Id) from detail view page to a Webtab widget? I've tried using following JS SDK function which returns false. var message = { arg1:"Argument 1", arg2:"Argument 2", arg3Nested:{ subArg1:"SubArgument 1", subArg2:"SubArgument 2", subArg3:"SubArgument 3", } } ZOHO.CRM.UI.Widget.open({Entity:"WebTab1_Widget",Message:message}) .then(function(data){ console.log(data)
Partially Sales order to back order into purchase order by vendor wise
our sales order created as per our customer requirements after we are dispatched the order. In dispatch order in few item less to customer. for example: sales order in item 1 is 100 qty item 2 is 50 qty item 3 is 40 qty our product stock is item 1 is
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
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