Zoho One Subscription Details
Hello Team, I have a question regarding a scenario I'd like some clarification on. Let's consider Company A, which currently has 50 employees using the Zoho One Package, priced at $45 per license, resulting in a total cost of $2250. Now, Company A wishes
Important Announcement: Update Record Issue in Editing Mode
Hello Enterprise Community, We'd like to bring to your attention an issue in update record. Currently, when attempting to edit a record using this functionality, all field values will appear blank and greyed out. It's important to note that this issue
Accounting on the Go Series-20: Enhancing Business Communication: Custom Address Formats in Zoho Books iOS
Greetings, Zoho Books Users! This Thursday, we're excited to bring you a highly requested feature that adds a new layer of customization to your business interactions. Now, you can tailor your organization's address format, as well as those of your customers
Multiple Subscriptions vs Add Ons
I am hoping to get some feedback on best route to set up subscriptions, along with the pros/cons of each. Our pricing is generally an a la carte menu selection – for example, a client will choose a mix of products A, B, C, or D. What are the pros/cons
Triggers workflow rules when restoring from the Recycle Bin
Hello, Currently, I can run a function in a workflow rule when I delete a record, but I can't run anything when I restore it from the Recycle Bin. I have set a function in my workflow rule that recalculates the amount when a record is deleted. However,
Moving/Integration Domain and Mail
Hello Zoho Team, I wanted to move my current Domains and Mails to you as a new host. Unfortunately I cannot take the actions needed. I contacted my host (gmx), and they sent me the following Informations. Also do you have a kind of desktop application
Sync between CRM, Campaigns and Survey not all working correctly
We have a Zoho Survey that is connected with Zoho CRM. When we send a Survey to a Contact from within CRM the Survey fields that already have data in the CRM are pre populated in the Survey and when the Survey is submitted any updates are also made in
How do I disable a Contact?
Hi there! I have Contacts associated to Accounts. When a Contact leaves a company, how do I disable the contact without deleting them from our database? I do not want to delete the Contact because I want to retain all activities with that Contact but
Mail not working. Oops! an error occured. Zohomail loads but cannot access emails.
This is frustrating. I have tried different browsers and computers but emails are not loading. I can sometimes see the headers but not the emails. I only see 'Oops!An error has occurred. Retry'. The phone app appears to load and send emails but does not
Unable to download emails (Timeout)
Hi currently I'm unable to download emails from several domains. please check the status of your systems. Cheers Mida
Client Portal, Downloading Invoices with attachments in bulk
Hello Our Clients used the Client Portal and found it difficult to print the invoices in bulk or download the invoices with attachments in bulk, in PDF format. As they start to complain about the time wasted for getting invoice by invoice and downloading
New Inventory cost posting to Opening Balance not Inventory Account
I add my new inventory to Zoho Inventory via Shopify. When the inventory is added, the cost of the item is posting to the opening balance account not the balance sheet Inventory account. I can't find where to make a change to fix this other than the field
How to automatically relate Deal to Campaign via lookup when it is created?
I'm an admin in Zoho and I have a specific process I need to automate. When an email campaign is sent out to contacts, if someone responds and says they are interested in the product, then the sales rep will create a Deal (long story short we handle both
Webforms and Updating existing modules/records
Can webforms update existing modules and fields? For instance, we have contractors that aren't employees and we want updates on how an appointment goes. I built a webform to update the status of that lead but it's creating another lead even though the
Build A Happier Workforce With Zoho People
The success of an organization depends on its people. Therefore, a comprehensive and cloud-based HRMS software is an integral part of the IT ecosystem for the business. With a wide number of key modules to define the structure of an organization, manage
Manage Zoho CRM contacts with 0365
Hi, the option to enable contacts sync/manage Zoho contacts in 0365 states: "Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365" If this is enabled, does that mean that all of my contacts in 0365 would be dumped into
Zoho Notebook is going very slow and unable to use the shared notes at the same time with other users
Zoho Notebook is running very slowly there seems to be a lag when trying to add notes. Sometimes it takes as long as 30 seconds or more. This is unexceptable as we are collaborating between emplyess while talking to clients and trying to update information
Zoho CRM and Wordpress portal integration?
Hello Zoho team, our organisation is planning on adding a customer section to our website that's hosted on Wordpress. We want to achieve the following features: 1. Contacts that are in our CRM should be able to login with their Email and password.
Problem with workplace.zoho.eu (mail service)
Hi! Our organization seem to have a problem with zoho mail. The webmail load partially, and cannot send or reiceve email. Tried different browser and different connection, the problem persist. There is a down on zoho infrastructure? Thanks.
Support Access for Zoho CRM
Greetings, We are pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.
Please, one complete Circuit example of getting a CRM record and updating some fields
Please, One complete Circuit example of getting a CRM record and updating some fields. The example you provide for “commission calculation” is insufficient to use as a starting place for my own circuit. I’m always willing to first use published documentation,
[Critical] Massive delays with e-mail
It takes half an hour or longer for emails to arrive or replies to go out! Another thing I have noticed with outgoing e-mails is that I see an error message when I click on "Show original" (tab "HEADER"). If I click on the "CONTENT" tab, the mail body
Not able to run the extension in the local server
Hi team, Encountering an issue while developing a Zoho Desk extension. After enabling Developer mode, I'm unable to load the extension locally, and the error message reads: "Unable to load your extension. Please check your plugin-manifest or Resources.json."
Forwarding of E-mails Received at Desk
Hi Community, How can I automatically forward emails sent to @****.zohodesk.com to Zoho TeamInbox from the Desk feature? I would be happy to hear your good ideas.
Requirements Gathering
Has anyone got any smart advice for requirements gathering in Projects? I can use task layouts to make sure I gather the correct information but specifically, has anyone got advice for baselining and change management?
Custom Module on Portals
How do you add custom modules to zoho portal access?
Sound notifications
Are there any plans to enable users to upload their own small .wav files for notifications?
Product updates: Enhanced Help widget
Hi Bookings community! We are glad to announce our improved Help widget, which aims to provide a better support experience. This update has been enhanced with the following features: Built-in screen recording Submit support request Live chat Enable edit
2023年度 Zoho Champion 決定のお知らせ
こんにちは。Zoho コミュニティチームです。 Zoho コミュニティでは、2023年の1年間でコミュニティに貢献し、他ユーザーの役に立つ活動・情報発信を特に積極的に行ってくださった3名の方を、 「Zoho Champion」 として表彰させていただきます！ @西尾真言 さん、 @Kunio さん （旧アカウント： @松井 邦夫 さん）、@Yuichi
What are Unread Lead View
Hi, In the Lead Module, you can sleect "Unread Leads" in the views dropdown. What does it suppose to select from the Leads ? What field or requierewmnt this Leads has to have to be displayed in that view ? Regards
Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar
We started using the built in calendar booking feature and are really liking it! However, we are having one issue. If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar thus causing multiple appointments in our G suite calendar. We are using your G suite/zoho crm two way syncing feature and everything else sync's fine. Furthermore since the original appointment in our G suite calendar app is not getting deleted
CPQ rules erased
Hi My CPQ rules dissapeared today. Does anybody happened the same? Regards, JS
To-Dos in Zoho Recruit
Please can we have a way to set the default view in Zoho Recruit to include all To-Do's - Not just those that are open. Thanks,
edit forecast type
Is it possible to edit and/or create a new forecast type?
need assistance in setting up Zoho One from Zoho Books
need assistance in setting up Zoho One from Zoho Books
Change Ticket Status on Reply
Is it possible to change ticket status on reply? I would like to be able to change the ticket status automatically from "Open" to "Awaiting Customer Response" when one of my agents responds to an email via the interface.
Permissions to allow Agent to export to csv from Zoho Desk Analytics
We have a need for agents in our zoho desk application to export tickets to csv. The csv option is greyed out. Where do i go to enable this feature for various roles or for the whole departmnet
How to use workdrive api in crm widget?
Is there a way to integrate WorkDrive API into a CRM widget? I'm currently developing a widget for the CRM platform and utilizing the JS SDK as detailed here: JS SDK Documentation. My goal is to create a new directory in WorkDrive for each account and
Agent no longer getting notifications
One of our agents has lost the notification feature, last notification was back in Nov 2023. Is there a way to subscribe back to getting the notifications again? Last notification message was Nov of 2023 and no more new notification has come in since
TERRITORIOS
Hola buenos días soy nueva en el uso del CRM ZOHO instalado en mi compañia y me acaban de sugerir instalar un modulo que se llama TERRITORIOS, pueden decir como instalarlo gracias y buen dia
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