Remove CRM from Zoho One to use as standalone application?
We currently have the flexi subscription option for Zoho One. We have a business requirement where we need staff who do not have a Zoho One license, to be able to have access to the CRM application. The reason being they will never have use for other
Llega Zoho One 2021: una nueva experiencia de usuario unificada
Nuevo Zoho One 2021, el sistema operativo unificado para empresas ¡Hola, comunidad! Por fin podemos desvelar lo último en lo que hemos trabajado: un nuevo Zoho One, más unificado que nunca. Con el fin de seguir impulsando a los negocios y combatir sus
need help setting up new zoho account
Hi Guys, im not very techi, I need to get my accountant to set up my new zoho account as i am migrating over from wave. Please tell me how i can give access to my accountant on how to do this. I tried following the instructions but its just way over my
Preview Document dont show any image
Hi Community, I am not sure if i have a question or problem, i create a form and the images are stored in google drive with public access but when i use Merge --> Zoho Writer --> Preview Document i see all the document but any image. In the attached file
External Data connections change cell addresses to row zero on their own.
I set up an external data source at a specific cell on a sheet only for external data. If the link is set up on A2, it later moves to cell A0 on its own, ruining other cells that are referencing A2. Also you cannot even remove the bad link. I don't know
Invoicing a Project for Hours by Tiered Rates
Need the ability to invoice for a project by hours by tier. Ex: The first 100 hours of the project each month are billed at a rate of "X". The next 20 hours are billed at a rate of "Y" and anything billed over 120 hours are billed at an hourly rate
Send mail and attach pdf
Hello. Using creator for invoicing. Wanting to send pdf invoice via email from app via "Send mail" fuction. Is it possible to name the pdf file based on data in a field? Thanks! Arlan
attachements to send mail : correct pdf filename
I also have a send mail function with the record summary attached.; But i cannot change the record summary file's name. Strange as i am able to give the pdf a name thru URL but not thru senmail attachements. Any ideas ?
I have created Zoho mail account and CRM account separately but want to merge under same Super Admin
I have been using CRM for sometime with my main business email address. I recently wanted to switch my mail to Zoho mail so I set up an account. When I tried to create a user with the main email address, it wouldn't let me as it was 'already in use'.
Make field auto number visible on form load
Greetings, I hope find all well and safe! I have added a field type Auto Number on a form. I want to make this field visible on form load. I already have tried with a workflow to show the field on form load, but the field is still not appearing. Can someone
Zoho books & inventory
Hello I'm new to Zoho . And i want to ask If I have Zoho books Pro plan do I still limited to 50 orders/month ? I can't afford for paid plans of investment system. Can i still set orders or invoices in books not once system ?
Is it possible to format an alternative text for picture?
Hi, If user's email client doesn't load linked pictures we can display an alternative text instead of the picture. It will be very helpful to format the text like a regular text in campaign body message. I mean the basic options (align, size) of the letters.
Tip & Tricks #01: Ontdek de instellingen van Bigin
Beste Community leden, In dit artikel maak je kennis met ons CRM voor kleine bedrijven: Zoho Bigin. We beginnen met de basisinstellingen. Bigin heeft veel functies die beheerders eenvoudig en intuïtief vanuit het menu kunnen instellen. Gebruikers en
Bigin is not allowing more than 10 dashboards. How do I create more?
Bigin is not allowing more than 10 dashboards. How do I create more? Can more dashboards be purchased if needed?
Zoho Dataprep part of Zoho ONE
Hello, is Zoho Dataprep part of Zoho One? Thank you, Oliver
Duplication In Manual Journal
Hello Everyone I have a query related to manual journals in books i have entities in manual journal.. i am going to import csv file , but when i upload it , it show the error that "Journal number 926 already exists." and several error like it with different
Total hold time in a certain Status
I want to know how long the total hold time is in a certain status. For example, I have a status with the name of the insurance process (hold type). I want to know, how long is the total holding time of the ticket in the insurance process status based
Unable to send message;Reason:533 Relaying Disallowed. Invalid Domain
Could I please have my domain re-validated? I've added the appropriate DNS records. Mark
Custom Dashboard Filters
Hi Zoho Desk Team, Is there a way to add filters on Custom Dashboard that we made?
cant receive mail, sending is normal
i cant receive mails but sending is normal. admins please check my acc
Error de MX: motivo de dominio no válido 553
Buenas tardes quisiera saber porque no me permite enviar mails mi cuenta, me indica que MX, SPF no están configuradas y no apuntan a zoho mail y hasta la mañana de hoy pude enviar correos con normalidad, aparte no se porque mis mails llegan como SPAM
How to prevent duplicates across Zoho CRM, Zoho Books and Zoho Subscriptions
We are using Zoho CRM, Books and Subscriptions. All are synced using the built in integrations provided by Zoho. Unfortunately we have some duplicate companies and users in all three instances. I am looking for best practices to reduce / delete duplicate
"Invalid outgoing server"
I am trying to set up my webhosting service's STMP for outgoing email from one of the email addresses I use. When I enter b***.site5.com (note that I replaced some letters with asterisks for privacy), I receive the error message: "Invalid outgoing server". Why?
ResponseCode 421, Problem communicating with the recipient server
I get this error whenever i send email to a particular domain. The issue began when i switched my domain email to zoho. What can I do?
Synchronization with Zoho : FIELD: null
Hello, I have done the contact synchronization between Zoho Desk and CRM but I have a lot of contacts with the "First name: null". I understand that this is because the customers did not have a first name established. Is there any way to massively remove
This domain is already associated with this account
Dear Zoho Support Domen: technoport.pro Email: starikov@technoport.pro, admin@technoport.pro Telephone number: 380677516622 1. Few days ago my registration process was broken (reboot computer) on step telephone verification 2. Yestoday and Today, i tried
Resending the email for customer portal
Hi, im wondering if its possible to resend the email for the customer portal through deluge. I understand you can do it by selecting a customer in settings and doing it through there, but id like to be able to set up a response so it can be resent by
Can't change resolution message
Hello! Our team is in the process of testing Zoho desk. So far, I have successfully changed several of the notifcation messages sent to customers (new ticket / confirmation of a ticket answer / ticket closed). However, what I can't find is a way to change
Flow Not Doing Anything
I have setup a new flow between the self hosted WP (.org) and ZOHO CRM and FLOW is telling me everything is correct and running a test and deebug tells me it is working fine, but adding/updating a post is not causing the event to trigger in ZOHO CRM.
Style the forms and reports in your CSS
I did a simple trick. - On a form, added a ritch-text field called pageStyler (Admin can only view) - Added a deluge on load as - input.pageStyler = "<style>#zc-component { background-color: yellow;}</style>"; - Login as Admin and submit one record against the form Now this makes my form width 100%. I need this for a huge form. However, I would suggest override the CSS with extreme care.
Shopping Cart Recommendations Zoho.Sites | Inventory Methods
Has anyone had good luck with a specific shopping cart such as ambercart.com that they can recommend? Conversely please advise of any carts you might avoid with reasons why? We are also looking for inventory methods anyone might recommend, such as the use of a Zoho Spreadsheet or any other methods. We will be using PayPal to process payments Your input is appreciated. Thanks, Mark Reconlures.com
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Email preview is awesome!
Well done with the email preview feature. It is exactly what we needed.
How to send API Co-edit Spreadsheet from an existing file Zoho Sheet
Hello community, how can I create a gridview url with an existing file in Zoho Sheet with Office Integrator API? Link: https://www.zoho.com/officeplatform/integrator/api/v1/zoho-sheet-co-edit-spreadsheet-v1.html
Donation Receipts
Hello, we are a non-profit organisation which receives donations very frequently. We need a tool, which creates a receipt automatically when a single donor (person or organisation) donates over 200€ cumulatively over a calendar year. Ideally, this application would be linked to our Bank Account and would recognise when multiple donations are made from the same account number and alert us when the 200€ mark is reached. Is there any way we can manage this is Zoho? Thanks, Alex
How to send emails through a "Deal" to leverage Templates - Adding Send Email
Hi All! In our CRM, Contacts get a Deal, which is the whole service we will provide for them. There is a BLueprint for Contact management (Contact Journey) and there is a different Blueprint for the Service we provide (The Deal Journey)). This is useful
Partial Billing Invoice
We are just setting up products in ZCRM so that we can start invoicing clients. Our business wins contracts that sometimes deliver services over a 6-9 month period. We bill portions of the full invoice as we deliver services - not all payments up front or after completion. What would the process be in the invoicing function of CRM? Can we receive partial payments and still have outstanding balances? Would we have to create seperate invoices? If we know what intervals we will be paid, can we set those
CRM & Finance Suite Not Syncing...
I'm seeing an issue with CRM and the Finance Suite not syncing. Everything has been activated/enabled and the vendors and items sync (although there is no data to sync) but the accounts/contacts won't play ball. The sync status says done, but the sync
Phone format from 0012345678 to +12345678
Need to change all my phone numberbers starting with 00 to + so replace starting 00 to + or 0012345678 to +12345678 and similer for local numbers,starting with one zero: 010 to +10 or 020 to +20 Thanks WIlliam
Products to a potential
How do I use the "Products" section under the potential. I use and administer ZOHO for a sales team of 20 people and have been unable to understand what "Product" does under the potential. I do not see where this ties to anything. What am I missi
Next Page