Zoho Desk "Suggested Articles" versus Zoho Learn Manuals/Articles
Looking to see if we create Manuals and Articles inside of Zoho Learn, are those the same articles transferred to the Zoho desk "suggested articles"? If not, what's the difference between both and what is recommended for a knowledge base. We will have
Booking system for monthly restaurant reviews
Hi all Looking for some help please to create a system whereby users can access a list of available restaurants to review each month. Once the restaurant is selected, the user "books" their place to review the restaurant that month. I have a Form prepared
Improvment require in zoho booking reporting section
I want to know why the reporting section of zoho booking is very simple and it does not provide a detailed and customize report. Like in microsoft booking we can filter down and export a report by booking service , type and date ans it has lots of other
Import backlog project from other exported sprints account
I have 2 accounts of zoho and I need to export data from one sprint account to import it other sprint account, the data I need to export projects and its tasks and logged time sheets of related tasks. Team help me out. its urgent.
How do i recall invoice sent on Zoho
I have sent an invoice to client but made mistake and need to recall. How do i do that?
How do I assign different phone numbers from Twilio to a single user?
I have clients from several different states and I always call from a local number to increase answer rate. For example: if I have a client in Illinois I will call from a phone number with area code are 773, then if I have a client in Florida I will call
Connect LinkedIn Event invitations to ZoHo BackStage
Hello, Is there a way to automate when people accept a LinkedIn business page event invitation into ZoHo?
Option to view all emails in Account/Deal, rather than being only viewable on a per contact basis - IMAP Integration
Hi, We have recently migrated from Salesforce to ZohoCRM and have enabled the IMAP integration but have come across a major flaw with this, it won't let you view all emails! This is causing serious issues with our Account Managers as they should be able
Shopify data with customer service team
I looked at Zoho One prior to covid and now I am ready to start implementing it into my business. My trial expired over a year ago and I can not remember much about what I had learned. want to know how my customer service team can all access the same
After installing Zoho One Auth, my CalDav won't accept my password
After installing Zoho One Auth my CalDav won't accept my password. How can I fix this?
Is it possible to automatically create a lead or deal through calendar booking?
Hello there!! Is there any way in calendar bookings when someone asks for an appointment then to automatically generate a lead or deal in CRM? I know that the system generates a record in the Activities module. I also think that the Zoho Bookings application
How to organize a meeting with several decision makers -(participants) from the same company?
Hi The case is quite common of a meeting to be organized with several decision-makers of the prospected company. From the CRM, the invitation is sent to a main contact in the company who should be able to invite other participants in turn. If a link is
How to backup Emails of a deleted user in Zoho CRM
Today, let's see how to take an Email backup for a user who has left your organization. As a business, you want to continue the ongoing communication with your clients after a user has left the organization. It is important for a business to retain email communication as much as other data that belongs to your company. To request a backup Click Setup > Users and Control > Security Control > Zoho Mail Add-On Users In this page, select the check box corresponding to the deactivated user. Click Latest
Introducing an updated User Home Page and other enhancements in Dashboards
Hello everyone, We have made a few enhancements in the User's Home page and the Dashboard tab. Additional components in the User Home page for new sign-ups In the Home tab, under User's home page a new CRM user could see only three components: My Open
Introducing Cliq 3.0
We are happy to announce the launch of Zoho Cliq 3.0 - the best-of-breed solution for hybrid work. We have power packed features that includes meetings, recordings, whiteboarding, task management, notes handling, event management and much more in this
Norwegian translation of Writer
I have used Zoho for many years; and I have wished for quite some time for a better Norwegian translation of various modules. I am now using Writer, where part have been translated. However, hitting the share button the dialogue which appears in not Norwegian, but Lithuanian. I have offered my assistance in translating several times, but never received a proper response. Regards, Erik
is Zoho capable of organizing all of my activity in one place ?
the question is - is Zoho capable of organizing all of our activity in one place - not just the plugins separated, but actually connect activity from LinkedIn posts/ads/website posts to one event or PR, for example . i want that zoho will give me all
Slow remote access
I'm testing Assist with unattended remote access and the connection is very slow. I'm testing to another PC on my network and it is so much slower than Team Viewer. Is it just the Zoho Assist software?
How to clear up Mail Storage
My User Profile says I'm using 3.78 GB of storage and I have fewer than 100 messages stored on the server. How do I find what is taking up the storage space?
Is Zoho assist slow for others
My Zoho Assist is extremely slow or will not connect at all. Is anyone else having the issue or is there an outage of some sort?
Plain text to date data type
How would I be able to set a plain text field that contains month and year("June, 2021") as a date? I am currently trying to change it in a query table by clicking the change data type button but its not allowing me it says "it is not compatible". Is
Marketing de comptes comment faites vous ?
Bonjour, Je n'arrive pas à obtenir la simplicité de fonctionnement que j'attends d'un CRM dan une démarche commerciale d'approche par comptes. Voici la décomposition des étapes On part d'une liste de compte et on passe par les étapes de Qualification
Zoho Analytics Mass Add Field
Hi, is it possible to add the same field to several reports at once in Zoho Analytics? It will take a long time to do each one individually. Thanks.
Création de Landing page ou page d'atterrissage est-ce réel ? depuis Marketing Hub ou Zoho Sites ?
Bonjour J'ai entendu parler de l'intégration de la fonctionnalité de créer une landing page depuis Zoho Je ne trouve pas cette fonction Des infos ? Merci
EC sales list for non-UK accounts
Hi, We're a company based in the Netherlands. We have clients in different countries, but within the EU. This means we have to do intra-community tax reports as well. I don't think Zoho Books offers a standard solution for this. However, in the documentation
Why tasks in template project are not created ?
Hi, I don't know why, but when I want to create a project template are a new project from a template, tasks don't come with the creation. Do you have an idea ? Thank you.
Is it possible to automate an email alert when a project field is updated
Hi I need to create an alert when a user updates a field in a project record. The field is a date field " Proposed Go Live Date" in the project details page. When a user updates the value in this field I need an alert to be triggered to send an email
how to follow 2 email-addresses in CRM
I have 2 mail-addresses from which I send mails to my customers. This is because I have one email from my franchise-company and one email from my company. For registering and for the setup I had to use my own address because there I only have the control
Migration HubSpot à Zoho CRM
Bonjour à tous... j'ai migré mes leads et comptes de HubSpot dans Zoho CRM sans penser que les contacts dans HS sont en faite les prospects dans Zoho CRM. J'ai donc fait ma migration et je me retrouve avec les mes prospects dans les contacts. Quelqu'un
Telephony Recommendations
Hi all Does anyone have any recommendations for telephony providers that can integrate properly with custom modules in CRM? We are UK based and need both physical phones and soft phones. Help greatly appreciated. Kind regards Matt
Print/Upload Email Directly to WorkDrive
It would be very helpful to have the option of printing a pdf copy of an email directly from email to WorkDrive. I know you can set-up filters, etc, but we need the basic option of printing an email directly to WorkDrive. Thank you!
Re-Authenticate Twitter without removing channel
My twitter account was recently locked and I was forced to change my password. That of course, stopped any scheduled posts from going out as expected. The problem I have is, there is no way in Zoho Social to re-authenticate the account, so we're forced to remove that channel entirely (losing all scheduled posts). This is the second time this has happened. Is there a way around this that I'm not seeing? I noticed another post from two years ago that there used to be a way to do this. https://help.zoho.com/portal/community/topic/twitter-disconnected
Email templates on CRM won't allow editing - gives error message: "Only 200,000 Characters allowed in Email"
The message clearly has less than 200,000 characters. It has a Pdf attachment that is 2MB. I create the template and it works perfectly but as soon as I want to make a small change to the template I get that error message. This is the message: Hi ${Leads.First
Create a Product, associated with a Deal and an account
Hi, I have a form integrated with CRM. I need to create new Products in the CRM for each new form I submitted. Each Product needs to be associated with a Deal. This is done, since in New Register I have integrated with Products; and in Relationed List
Migrating to zoho with some vendors/customers which have negative balance
Hello, im new to zoho, i faced a problem in which i can't import customers/vendors with negative balance, any idea what is the best way to handle that ? as i want only to import the negative balance.
PDF Page Breaks
I have a HTML view that I am exporting as a PDF however the page breaks are the wrong places. Is there any way to define where each page breaks to ensure my layout is correct?
Nested Lists/Collections
is it possible to have a collection of collections? or list of lists?
Create a Potential Deal when new product is created
Hi, I need to create a Potential Deal every time a new product is created. Name of Product = Potential Name Price of Product = Amount Deal I would need a custom function, to be activated with automatic workflow rules. Any help please! Thank you!
Function only works when record is updated manually
I have been creating a function to update a datetime field on the Supplier (Vendor) when a field is updated on the Contact. If I manually change the field all works fine, but if the record is updated by a workflow or function nothing happens. This is
Important enhancements in Data Encryption
Hello everyone, We have rolled-out some important updates in field encryption. Given below are the details: The field based data encryption provides a way to safeguard ones customer data in the CRM system. Data encryption already allows encryption of
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