Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation
Can I email Zoho One Subscription invoice automatically to client?
Hi, I would like to send out Zoho One Subscription Invoice to client directly, (without using zoho invoices). Please let me know if there is a way to do so or for any alternatives.
Company yearly goals
As a company, you should be able to make your corporate goals transparent and demonstrate them time and again. They should also be measurable and verifiable. It would be very helpful if you could record, track and understand your annual targets. And that
Selling a product consisting of several components
hi all, I have a small issue with inventory items, I am a perfume company, and my product consists of many items, how can I manage this, from purchase the items and convert them to be one item ready for sales - using ZOHO platform ..
Company Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.
Zoho One and Availability of New features added for each applications
Hello, Unless we're mistaken, There an ongoing issue to understand the availability of some features for the Zoho One plan. When a new feature is releases for one the applications, it often comes with an information on the Editions of that specific application
Zoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.
Billing Cycle
Hey Zoho team, I've seen my billing like at end of May, but now cannot to find my billing center and my credit card information. Can you send me a link where I can locate it. Thanks, Lola
Re-Open a Task without Re-Opening All of Its SubTasks?
Is it possible to re-open a task without re-opening all of Its subtasks? There are times when a previously closed task needs to be reopened and have a new subtask added to it. But when you repopen the task all of its subtasks are also automatically reopened, even if the subtasks shouldn't be reopened. This is confusing and makes people think that all of those previously closed subtasks all of sudden need work done to them. The system also sends an email when it does this. There needs to be an option
How to delete a "Segment" Folder?
How to delete a "Segment" Folder?
Restricting Agent Offline Status and Enhancing Status Visibility
Hi, I hope you're doing well. We would like to request a feature enhancement regarding agent status management across channels in Zoho Desk. Currently, agents can set their status to offline for email, chat, and IM channels, resulting in preventing tickets
Integrate Zoho Portals
I'm fairly new to the Zoho system (moving from other ATS) and exploring a lot. I can't find a solution to integrate the various Zoho Portals into one (Zoho) site. So I'd like to setup 1 Homepage (in Sites?) and include the support portal from Desk (as
Attendance | Flexible Working Hours
hi there, we are a small digital business working with flexible working hours and we are having a hard time setting up zoho people for attendance tracking. everyone of us has an individual agreement with the company regarding weekly hours (e.g. 40 hours/week,
Custom widgets on Zoho one dashboard
Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects
How to Check FESCO Online Bill
Checking your FESCO bill online is simple and can be done in a few steps: Visit the FESCO website: You can access the online bill system from the official FESCO website. Enter your Reference Number: This is a 14-digit number found on your previous bills.
Terrible Customer Support experiences with Zoho the norm
I've been using Zoho for several years and my experiences has been: Even when we describe the issue clearly, Zoho Support's first response will ALWAYS be to provide far more detailed information, or to create a video recording of us reproducing the error,
Zoho Campaigns - Update an email when the automation has started
Hi I do not understand why you cannot update an email once the automation has started - if you spot something after the first one has gone then you cannot change it.
Is Zoho Marketing Plus part of Zoho One?
Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon
Zoho One is now forcing me to use the Zoho One Dashboard
Whenever we open an application, Zoho One is now forcing us to use the Zoho One dashboard. We find that this takes longer to load a webpage and is slowing down our productivity. Has anyone been able to disable this? If not, can we opt in/out of this
External users - how, how much, etc.- please reply quickly, been waiting for support for days :(
Hi, First off, I did contact support days ago and have had no reply at all so I could do with a quick reply please. We are working with a marketing agency. How can I add them as external users to our Zoho One apps? What apps let us do this (we need at
Zoho Books in Italy
Hi, I would like to know if Zoho Books is compatible with Italian Tax and accounting Laws as it is in UAE. Thanks
Connected Payment Gateways
Hello, I'm trying to switch our current Stripe payment gateway to a new Stripe account, but I'm encountering an issue. Whenever I attempt to remove the old Stripe payment gateway, I receive a notification that says, "Settings cannot be cleared as one
Mail Merge
I am about to give up on Zoho all together. Something as simple as mail merge is making me pull my hair out. I have created 2 templates 2 different ways. One was through Zoho Writer and another.... I don't even know what it was called, but it was a pain
Evaluation of workload and complete data transfer
Hello, not all comments on our posts are transferred to Zoho Social and if they are, not all of them are converted into tickets. Basically, it seems that the API between Zoho and Meta is not working smoothly. Even if all comments ended up in Social, we
App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
Upgrade and Merge tow licenses in one
Dear Zoho team, We currently hold two separate licenses: Zoho Books under Multisystem Technology, Organization ID is 783298272. Zoho One under Multisystem Technology my ID is 803718303 (I didn't know where is the organization ID) We would like to upgrade
The OneAuth Android app cannot be used on a Chromebook Plus, for a strange reason.
I got the following error message (in French, translation follows) -> "Ce navigateur ne prend pas en charge le protocole WebAuthn/FIDO2. Veuillez réessayer avec un navigateur pris en charge." or "This browser does not support the WebAuthn/FIDO2 protocol.
Zoho one vs zoho people licence
Hi In our company we have about 20 licences of zoho one, we need 15 more licences to access only to zoho people. We dont need the new 15 licences to access to whole zoho one package. How can I get those 15 extra licences only for zoho people, in the same
Service Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
Onboard a developer for a Zoho Creator application from Zoho One
Hello, Could someone tell me how to add an external developer to a Zoho Creator application from Zoho One? It's not very clear and I can't find any real explanation on how to proceed. This developer also has a Zoho One account and would like to add one
Zoho One Groups Should Include Teams in Zoho Projects
When adding a new user and assigning it to a group, it would be helpful to have that group include Team assignments in Zoho Projects.
I need custom email accounts
Hey there, I was on the free plan with just 1 domain and custom email address. Because I wanted another custom email address, I paid for a license for mail plan, I was able to add my new domain but right now unable to create my custom email address for
Tagging Clients by SLA
Hi Guys, I have CSM agents that are handling clients with different SLA, some are on Pilot and some are with Regular SLA, Is there a solution for somehow tagging or showing to the agents who is ON SLA=PILOT thanks
CRM calendar not syncing with Zoho Calendar
The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
Pivot Regenerate button not visible to portal users
we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
VERY BAD WEBSITE TOOL IN THE MARKET
Unfortunately, there’s no undoing this problem. It's not something you can fix, but if I don’t write it down here, my anger won't subside. I don’t know what kind of update you made with Zoho Sites, but for the past two weeks, we’ve been constantly struggling
API for Zoho One
Namskaram Zoho One team, Zoho One is the centralized place for managing Zoho application users. When we want to manage users through script like Adding user to an application, Deleting user and so on. There is no API for Zoho One. It will be nice to have API for Zoho one to manage users through script. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
New Zoho One Search Function needs to be changed.
I have been testing out the New Zoho One before having the other folks in my organization switch over. Thus far I have noticed that the search function has been changed so it is no longer always ready for user input. The new Zoho One requires users to
Create a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps
To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for that
Zoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
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