Asset Management + Access Control [Employees]
Hi, I am looking for a solution to allow me to associate and track internal assets with our employees. These could be the assignment of a laptop or anything else. Ideal is that we manage the assets on a separate list/db because it would allow for a layer
How to add free Zoho CRM users with the Zoho One Paid Subscription
Hi All, I have purchased a Zoho One Subscription for my company, but I need to add free Zoho CRM users into my organisation. I have tried some method and unable to do it. Can anyone help me to achive it. Thanks in advance Yours Truly Gautam 95973428
Data syncing issue with Zoho analytics
We are facing issue in data syncing from our google big query to zoho analytics, it was working since 3 years and suddenly stopped working giving reason resource not found in US location, whereas our resources are in Mumbai region since beginning, we
Multiple customers
Hello Zoho, 1. Is there any feature I can use to serve multiple customers? 2. Or do I need to buy one subscritpion to each of my customers? If so, is there a compensation plan for this option? Meaning, I'll be driving customers to Zoho and without a compensation
Where can I see a list of which Zoho apps I am subscribed to
I would like to see wether they are the free versions or paid for (not the free trials) which apps are included in Zoho One
Directions on page aren't accurate...
Hi! I'm on this page and it shows I need to go to "Directory --> Domains". But when I go to Directory, there is no option for Domains. Any ideas? Thanks! -Brian
How to point Snowflake DataPrep connection to use a particular SCHEMA
Hi - how do I set the Snowflake DataPrep connection to use a particular SCHEMA in the database? I've tried appending the schema to the database name and to the table name but not working so far. Also I am getting errors on "warehouse not active" and "user
Cannot fetch ticket info via custom function
Hello! I'm creating a custom function on a recently created department, but when i try to fetch the tickets details using the Zoho Desk API i get the following message: {"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}
Zoho Social Account
Dear sir/madam, If I understood correctly, Zoho Social is part of the Zoho One package. I have a trial account with Zoho One (today is the last day) but Zoho Social logs in on another account. Same e-mail but I'm only given the option for a separate package.
ZOHO Marketing Automation Leads issues
Hi Guys, from some hours ago I've this problem on MA Leads Any suggestions? thanks W.
Error with Function in Recruit {"code":"4834","message":"Invalid Ticket Id"}
Trying to create a workflow in Recruit where a function updates the Candidates status. But I keep getting this error {"code":"4834","message":"Invalid Ticket Id"} Code is below cId = 52130900000xxxxxx; response = invokeurl [ url :"https://recruit.zoho.com/recruit/v2/Candidates/"
Extend Trial
Can you please extend my trial for zohoone for 1 more week. thank you
Zoho One Interface for Books - Recent Items Icon
The Zoho One interface is fantastic but there's one minor thing that constantly stops me up using it. The "recent pages" icon to show the last 10 pages is such a handy feature but it's nowhere to be seen when using the Zoho One interface. It would be
"Same as Above" Checkbox
I have a form which requires both a Billing address and a Ship To address. We have a number of clients who fill out this form on a regular basis and have expressed frustration that there is no checkbox for "Same as Above" if the billing address and shipping
Add help center users to groups before they have accepted their invite to help desk
Is there a way to add users to user groups before they have accepted their invite to the help center? I have segmented some knowledge base articles for certain customers using user groups. But I can't seem to add users to those groups until they have
Marketing Automation Segment and List Criteria
Hello Zoho Team, I personally really like what I am seeing so far as to what you have achieved with Marketing Automation. We have a small feedback - when creating Lists and Segments based on criteria, the criteria available at the moment are "is", "isn't".
Zoho form data into mysql
Can someone give me an axample of code to store a formdata field into mysql? I'd like to experiment with that, but i need a startup.
Integrating a secondary website into a primary website - how to change website across ZOHO One - CRM/Campaigns/SalesIQ
Hello, We will soon merge two websites into a single website for improved SEO. The website associated with SalesIQ and Campaigns will be eliminated in favour of our primarly website. Please advise what might be effected and steps to facilitate this change.
Zoho Pagesense- Download recording
Hello, Is there a way we can download a Zoho pagesense recording or share it with our external developers? They are not on Zoho so we need to be able to show them a recording? Thanks
Trigger a custom function in CRM from Desk
Hi, I have a function written in CRM that requires one parameter, dealId. I would like to trigger this function from a custom function in Desk. I feel like this is possible via an InokeUrl but I am not sure how to accomplish it. Can someone point me down
Want to remove a user who no longer works at the organisation
hi there is a user who is set up in my Zoho One profile and I can't remove his access. He has left the organisation so can you please assist me with removing that user.
Workdrive won't add to Zoho One
Hi there, I'm trying to add Workdrive to my Zoho One account but it keeps saying that it's not supported. The same is happening for Bookings. I originally signed up to a trial for both these apps with a different email to the one that owns Zoho One. Perhaps
Monitoring rows growth
Hi Team I was reviewing the rows growth, but i would like if it's possible make a Panel with this information. Regards, Pablo
Changing a User showing as External to a staff member
The email address for this person is also incorrect. How can I reset the User?
What analytics pricing plan is provided to Zoho One users?
Hi all, Can anyone make it clear please, that what analytics pricing plan is provided in a Zoho One account? I imported data from my Creator applications to Analytics for testing purposes. It happened about 10 days ago (I guess), because I received a
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
Business QR Code
Hi, it would be nice since Zoho interact with customers to have dynamic QR code to show page with contact detail, photo, company website .. etc. simmilar to what we find on website like bitly.
Can anyone help me with Integrating Zoho Marketing Automation V2.0 with Thrive Leads?
Dear Zoho Marketing Automation Community, Greetings to all! I'm exploring ways to integrate Zoho Marketing Automation Version 2.0 with Thrive Leads, a lead generation tool I use on my WordPress website. My goal is to automate the data transfer between
How can I integrate Zoho form with Zoho books so that every time a form is submitted it creates an invoice
I currently have a zoho form that I have setup as a registration and payment page. When the form is submitted it also processes payroll. I'm looking to integrate the zoho form with zoho books so that every time a form is submitted and payment processes
COX Business & ZOHO Integration through Telephony or Polycom phones? Please advise
Is there an integration of COX Business Cisco and ZOHO being released this year? How can I utilize ZOHO ONE and apps with my allready existing COX business ip phone lines? Is there a VOIP or telephony service of some kind to kelp this issue? A Work around
Admin User
¡¡Hola, buenos días!! ¿Dónde puedo ver quién y en qué fecha se dio de baja una Marca del Social aparte del Registro de Auditoría? ¿Tiene usuario administrador?
Tag Limit
Hi, Starting to get my feet wet with Zoho. My question; I see there is a limit of 100 "Tags" is that for each Module or a total for all Modules? Plus, if per Module-- lets say I have 500 contacts in one module, can all 500 have the same Tag? Thanks
Zoho CRM Invoice vs. Zoko Invoice
From time to time I'm wondering about obviously duplicated functionality across the Zoho products. Zoho one seems only to be a menu of different applications; it seams that we have to deal with this. We are using the CRM and now looking to use Zoho to
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
Zoho Books and Zoho Commerce integration --> Product Specs
Hi, I am at the final step of pushing my website online but I am stuck on a step : I am not able to push on the front end all the product specs that I have in zoho books. I do not see to find the appropriate setting for it. Specs I would like to push
Auto combine same items in sales page
I would like to know, if i use a scanner to scanner every item that i need to send, is there any way to combine those items into one line. For example, there's one items "table". When i scan the bar code, it shows table on the order with 1 quantity and
Zoho Tally Integration
Hi, I am using Tally for my company's accounts purpose. I like to migrate all the details which I have in Tally to Zoho One. Once the migration is done, I need the real time integration as well because I will also be using the Tally. For Example: After
Why can't I show my data as Staked Area Graph?
Hi all, I need some help. I have a query table with 3 values. Lets call the values Red, Green and Yellow. I'd like to show these values as "Measure - Actual (Number)" values in the chart editor, I no longer have access to the stacked area charts, only
Case When with Boolean not equal
How can I write a case statement where if something does not equal something - then? Here is what I have: CASE WHEN "2024 Seth Project 1 Item Cat"."Item Cat" != 'INSTALL' THEN ("Sales Order Items"."Quantity" -"Sales Order Items"."Quantity Invoiced") *
Setting up multi-brand portals
I may have posted this twice - apologies if that's the case. We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user
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