Allow us to set permissions by any folder, not just top level folders.
It becomes very difficult to manage what users should or shouldn't see in our folder structure without building out several more teams folders. We want to keep it easy for users to know where they need to go to find the right documents.
AI
I would like to request for a demo of your AI solution for talent matching
Can Zoho Sign be used for Mandate forms?
There are many applications of mandate forms, especially in the Fintech space, where a wet signature is required on mandate forms by customers. eMandate has not yet come back into place, and the whole experience is very cumbersome now not only for the
Quick Action in Candidate Preview
Hello When you action candidates in the candidate preview you lose the preview and taken back to the top of the candidate list. You then need to scroll back to where you were to open the next preview and action again. It would be great to be able to be in preview and quick action the candidate and move to the next candidate staying in the preview screen. Stan
Editing fields from projects list view
Hi. In current design only admins can edit/archive projects (1) and change values in all displayed fields directly from the list of projects (2) - could you tell me why is that? From our point of view is absolutely something opposite to productivity... Our users are not admins and this functionality would make their work a lot easier. Could you improve that? Btw if I will grant all users admin privileges, our management team and other departments won't be able to manage their projects because only
How to pre-fill Deal Name on deal generation (edit form)
Hello Team, I would like to pre-fill a system field (Deal Name) under the Deals module. Since this is a required field I would like to save some time by having this field pre-filled with the Contact Name + Account Name. This should be done when a user is trying to create a new Lead. Can you please suggest a solution? Best, George Theodorou
Issue with removing custom field in CRM
In my implementation setup test I created a new multi-pick field via the Customisation Modules & Fields section in CRM module. But it was of the wrong type so I want to delete it but I can’t. I can’t even remove it from the layout screen (as per in red box in attached graphic). It does let you choose to delete but it just stays there. In fact all the fields I am not really interested in displaying I have moved to a new section as per in orange box in attached graphic but I can’t seem to hide
Integration of Contacts between Zoho CRM and Zoho Desk not working
Hi, I have initiated one way integration from Zoho CRM to Zoho Desk. Yesterday the accounts managed to sync but I then also created 2 contacts and as of now (at least 16 horus later) it has not synced them, they cannot be found in Zoho Desk. How can I resolve this? It's not working as expected. As accounts and contacts are key items you'd expect them to synchronise immediately if not rather quickly. I have included an attachment which is a screenshot showing the sync is active but nothing in
SLA Setup across multiple offices
HI we are looking at changing our current support system as the whole SLA / company hours is not very flexible. Currently we offer UK support to our UK customer, US support to our US customer and UAE support to our UAE customers over the different timezone, excluding holidays. We now have a requirement to offer some of our customer extended support which means that they can get support from any of the 3 offices based on that timezone excluding the regional holidays. Example ticket gets raised on
error while generating my zoho crm auth token for woo commerce i have zoho one subscription
https://accounts.zoho.in/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[hamaaridukaan@gmail.com]&PASSWORD=[GyPsFfpS9CVr]&DISPLAY_NAME=[Zoho Crm] this is my url email:- hamaaridukaan@gmail.com generating for cloud connector
Hosted Page does not automatically charge credit card
Hi, I have an issue using Hosted Pages. I am creating one using the api, and displaying it to the user. User then fills in credit card details and subscribes. The subscription in the zoho dashboard is indicated as unpaid, with the charge to be collected on the date the subscription was created. On the next day, the subscription is still unpaid, and the invoice is listed as overdue. I am able to collect the charge manually, but how do I set it up so that the invoice is immediately paid for when they
True Zoho Projects/CRM integration
would love to be able to have notes attached to specific clients in CRM or projects. Seems like the most obvious integration. Whats the point of using Zoho notes if it doesn’t truly integrate with the other apps?
Zoho Books Rcpt/Invoice Question
I'm about to sell an online course. I can get the purchases over to Zoho books automatically but b/c of the double entry accounting I need an "invoice" or receipt for each purchase as well on Zoho Books. Any advice on how to do this automatically to take out the manual leg work?
Ticket Closure
Greetings, How could I use 2 types of email templates for ticket closures? For example I need a type "A" email template for tickets closed by agents and a type "B" email template for tickets closed automatically after no response. And how could I put these in to a Supervisor Rule? These are for alerting the contact (the ticket creator).
Desk don't send message proprely. the customer receive a message from an address with "via desk-mailer.zohodesk.eu"
Hello, I don't resolve the following problem. I have a department address configured : helpdesk@domain.com This address is also configured in From address Everything works well except when Zoho responds to a new message arrived by mail or for agent notifications or customer portal invitation. On the over hand, the mails sent by the agent after ticket is opened arrived with correct smtp header ! But for the client notification of new ticket for instance, the client received a mail with Company Helpdesk via desk-mailer.zohodesk.eu
Introducing Zoho Sign's integration with Zapier
Hello, At Zoho Sign, we'd love to integrate with any application that helps you run your business on a daily basis, especially if it helps you get your paperwork signed in an easier, quicker, and more convenient manner. Keeping in line with this notion, we've added a huge feather to our cap of integrations. We are excited to announce that Zoho Sign is now available for use inside the popular and powerful integration platform Zapier! That's right, you can now connect Zoho Sign with 1500+ external
Where do you get timely support?
My company is evaluating Zoho One and this community forum has helped a little but where can we get timely support during the evaluation period? I have sent questions to support and not had answers within a week. This creates an issue as we're trying to complete an evaluation within the 1 month trial period but already a week with little progress. My concern is that whilst the Zoho One offering seems great value, will we be required to spend vast amounts of money for adequate support? Thank you
budgets in Z books
When can we expect budgets in Zoho books?
Zoho Assist wants a proxy while on VPN and it annoys users as they say it comes up at least once an hour
Hello is there a way to disable the popup for proxy request or just disable it entirely?
Zoho Desk Custom Help Desk Fields Limit
I would like to increase the number of Custom Help Desk Fields allowed per account. With the introduction of several complex forms into Zoho Desk, and especially with the recent additional of Layout Rules, my company has quickly hit the global limit for custom fields after only 7 forms. We have plans to introduce additional departments and custom layout requests in Zoho Desk, but are limited by the current Custom Field quantities. This Knowledge Base articles states that the number of custom fields
Zoho logs me out as soon as I log in successfully.
I am able to log in to zoho successfully. And it does show my home page. But within a second or two it logs me out automatically. So I am unable to check my emails.
Timesheet
Has anyone encountered issues with time sheets not properly adding the time? We're having this issue and its not good because we earn money on billable hours.
Error al publicar en instagram
Hola, estoy teniendo un problema para que mis publicaciones programadas se publiquen en instagram, cuando doy la orden de que se "publique ahora" después del error tampoco se publican ¿A qué se debe ésto? ¿Podrían darme alguna solución? Saludos
Configurei tudo certo porem nao recebeo os emails. Somente envia!
Olá, Fiz a configuração do email apontando todas as configurações para o servidor porem eu soh consigo enviar emaisl. Mas nao recebo nenhum. Como resolver isso? Uso servidor da digital ocean
Unable to view attachements
"An error occurred while opening this file. Kindly download and view it." Why is this appearing with all my email attachments?
find script to duplicate devis
hello everyone ! I work in a company that sells subscriptions and I need to project monthly turnover. To do this I had the idea to create quotes "package" to renew every quarter. I added an optin in the quote template. Now I have to create a function to duplicate this quote every quarter automatically. does anyone already have a script? thank you very much
Social Media linking
Hi, can anyone tell me the best extension for being able to see the Social Media Accounts of EXISTING contacts that I have on Social Media, so that we can invite them to like our platforms? Thanks.
Adding multiple tasks at once
Is there a way of sending multiple task to a project from the template rather than adding them separately. Additionally, when a project template is created can you add tasks to that template? Regards
I want to add taks to google calendar
I want projects and my gsuite calendar to sync. I have found this: https://www.zoho.com/projects/help/tasks-googlecalendar.html It says "Add to Google Calendar and Add to Google Task options are available only if you have synched Zoho Projects with your GoogleApps domain." But how am i doing this?
Meetup Termine Oktober 2019
Liebe Zoho Community Mitglieder, auch im Oktober finden wieder unsere spannenden Zoho Meetups in München, Berlin und Frankfurt statt. Termine: 14. Oktober 2019 10:00 - 13:00 Uhr in München (zusätzlich Gastvortrag von GoCardless: SEPA Integration mit Zoho Books) 21. Oktober 2019 10:00 - 13:00 Uhr in Frankfurt 25. Oktober 2019 13:00 - 17:00 Uhr in Berlin Agenda: ZOHO CRM Tipps und Tricks ZOHO CRM Layout und Layoutregeln ZOHO CRM Integration mit ZOHO Sign (Dokumente rechtssicher signieren) Fragen und
Create a Trigger that push field values from Zoho Projects MY TASK VIEW into MY TIMESHEET VIEW
Using Zoho Flow, how do I get the data from the MY TASK VIEW into the MY TIMESHEET weekly log VIEW ? By using Zoho Flow, I want to have a Trigger that will push the field values of Project Names, Tasks, and Assigned Task Owner into the PROJECTS TIMESHEET.
Web Clipper Features and Web Clipper Problem
Zoho Notebooks looks like an amazing product and something I am hoping to be able to use. Are there any new features coming? What are they? Will the web clipper get fixed soon? Is there going to be an option to edit the link cards I am making now? Notebook has such potential especially with its cross platform and cloud based capabilities. Right now the link cards are just as inadequate as my browser's bookmarks without images, screenshot, tags, and notes. I can easily create 90 link cards for one
How to sign in to Mac app
I hope the answer to this doesn't turn out to be screamingly obvious! I use Notebook on my Mac laptop, on the downloaded app. I downloaded the app to my other Mac, and can't for the life of me figure out where or how to log in. I just see a brand new notebook to start from scratch. How do I log in to the app so I can sync from Mac to Mac? Thanks!
Data Location
Where is the data stored for the Notebook app? Is it on my iPad or one of your servers?
Zoho Meeting: Latest Features, Enhancements, and Bug Fixes
Hi there, We released some major attendee engagement features in the webinar module of Zoho Meeting last month, and now, we've added even more enhancements to Zoho Meeting to help you engage your audience and present your best every time. Features and enhancements Webinars Engage leads before and after webinars through emails You can now use email to promote your webinars and engage your leads with our Zoho Campaigns integration. View this option under Registration after you create a webinar. Learn
User Accounts have different email/username in Zoho Desk and Zoho CRM, can't load CRM Data while in Zoho Desk
I have always had a Zoho CRM username (mikhail@ourdomain.com). I created an account in Zoho Desk and used one of my Gmail Aliases (claims@ourdomain.com). I have set-up the sync between zoho desk and zoho CRM. The issue I'm having now is that if I'm logged in to Zoho Desk as claims user, and I'm looking up a users data in the CRM through the link. I go to potentials tab, and it shows me the deal that they have. I click the button (attached screenshot) that allows me to open the potential in a new
Same period last year
Hi, How can we create KPIs in Motivator that compare increas/decrease with the same period last year? For example, sales this month compared to the same period last year. Best Regards Camilla
API / Job Board
Is it possible to have this free UK job board added to Zoho Recruit? https://adview.online/ats/api.html
Not able to create Ticket Templates with Professional Edition
Hi, We're trying to create Ticket Templates as part of a support contract that the organization established with a customer. I noticed we have Zoho Desk Professional Edition, which includes being able to create these templates. However, when I go to Ticket Templates, it shows a message error: "Access Denied. Your current edition does not support this feature. Upgrade now.". Why is this happening if we have Professional? Is there another requirement in the subscription to access and create Ticket
Automatic Translation (Zoho Mail)
I've managed to turn on automatic translation of my emails from English to German without knowing how I did it, but now don't know how to turn this off... Please advise! Thank you.
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