Tasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks fromBackup des données Zoho One
Bonjour la communauté, Un clients me demande si il peut disposer d'un backup automatique de ses données sur un de ses serveurs ? J'ai jamais vu ce genre de fonctionnalité dans Zoho (hormis les backup à la demande dans chaque app). Des idées ? Merci.Multi Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")Maintenance Agreements?
Does anyone know how to set up a maintenance agreement? We sell and support high end line printers and sell annual maintenance agreements along with each printer based on serial numbers. Some of our customers have 100's of these printers.Get a value in a nested object using Deluge
My Question is: How can I write a Deluge function to look up a NESTED JSON value? I want to find a record in say the Contacts Module, where the "Modified by" id ="29383XXXXXXXXXXXXXX". { "Modified_By":{ "name":"Ben", "id":"29383XXXXXXXXXXXXXX"Coupon für Kunde -> Kunde nicht sichtbar
Wenn man einen Coupon für einen Kunden speichert, danach den Coupon wieder bearbeitet, sieht man nicht mehr den Kunden!! Zumal ich angenommen hättet, dass man am Kunden den Coupon sehen könnte.Can i add new mailboxes without adding new users (ZOHO ONE)
we are new zoho one users. we are considering switching over our email provider from g suite to zoho mail. It seems we can only create one mail box per zoho one user. we would like to create a few more mail accounts beyond our users. is this possible?Best way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of youUnified Task App
Just saw the new unified task interface. Is there a mobile App for this? If not available is one coming soon?Zoho One Apps - einheitliche Oberfläche, Design, Schriftart, Schriftgröße
ONE sollte one sein, also alle Zoho one Apps eine einheitliche Oberfläche, Design, Schriftart, Schriftgröße intern sowie extern. Das sollte ein Manager vorgeben und alle Zoho-Teams müssten sich daran orientieren. In CRM sieht die Oberfläche anders ausCreate 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 area of the business. I have mentioned this at a few Zoho meet up's and the feedback has been positive - so please vote on this idea to make it happen! Thanks!Zoho-Sites templates have limited menus
Zoho-Sites templates seem to have a 5 item limit to their menus - and the 5th menu item is "More" (listing all the pages in a drop-down sub-menu it couldn't put into the menu). I understand that 5 menu items looks nice and clean, but I need more menuHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoMerge Multiple Job Openings
Hi Team, From time to time we create multiple job openings for the same position - first to A/B test the posting, and second to sometimes open our net to multiple areas that might be a fit for the job post. Naturally, only one of those positions willDelete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?Is it possible to create subform rows in a Zoho CRM object using Flow?
If so, how?Coupon für Produkte und Kunde
Wenn wir einem Kunden einen Coupon zur Verfügung stellen wollen, dann darf dieser nur für ein bestimmtest Produkt verwendet werden. In dem Pulldown-Menü "Coupon basiert auf" müsste der Wert "Kunde" rausgenommen werden und dafür ein eigenes Felde geschaffen,Links being changed once I save
Hi - When I am trying to link to my facebook page, Zoho is removing the first / causing the link to not work What I am typing: https://www.facebook.com/groups/geologicalgeorgesales Once saved, Commerce changes it to: https://www.facebook.comgroups/geologicalgeorgesalesPlans for Azure DevOps Integration
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Hi, I have created a filtered list of contacts and I would like to export a csv file of just those contacts. I can't see how to do this. I could only find instructions on how to export ALL the contacts. Could someone assist with instructions of how to do this, if it is possible? Many thanks MelindaCoupons beim Kunden sichtbar
Wenn man einem Kunden einen Coupon ausstellt, dann wäre es sinnvoll, dass man dieses auch am Kunden sieht, welche Coupons zur Verfügung stehen.Zoho Commerce and ONDC
Hi Is there any plan to integrate Zoho Commerce with ONDC platform that the government has announced in India? It would be great if the products on our site can be displayed across all ONDC integrated websites.Link image not working
Hello, I've got a problem with my website homepage. The social preview link doesn't work and the webisite loads random images when i link it on Facebook or LinkedIn. the url is www.datamaze.it Thanks for any help AliceUser Permissions for Client Scripts
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Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,Subform Client Script
Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a clientProposals to be signed
Within Zoho, what's the best way to create with a nice-looking, professional proposal that a customer can sign electronically? Would need to include a pricing quote. We use BetterProposals at this time but would love to move over to a Zoho app sinceWhat do you get in Zoho ONE Free Trial?
Zoho One is a collection of applications that work together to run a company's entire operations in the cloud. It includes more than 40 online applications and an equivalent number of mobile apps, all of which can be accessed with a single sign-on andManaging freelancers
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Hi, I have reached my field limit for field type "Currency, decimals and percentage". I use the zoho one plan. Can I buy additionnal fields as an add-on? Thank you!Link Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoicesHow maintain user data/email etc for external contractor set up as user to be deactivated
For a couple of years we have had an external contractor setup with a user account and interacting with us through several Zoho applications such as Desk, Projects, CRM etc. We are using Zoho ONE and have these applications configured. We now longer haveHow do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? ThanksZoho Forms --> Zoho Desk --> Mailing Street Mailing Zip and Mailing City
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I'm about to switch the super admin role from the user which opened our Zoho One account to a newly created User. What "disaster" if any, will this unleash? I'm thinking especially of all the internal automated actions which get run as superadmin. TheNext Page
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Multi Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")Links being changed once I save
Hi - When I am trying to link to my facebook page, Zoho is removing the first / causing the link to not work What I am typing: https://www.facebook.com/groups/geologicalgeorgesales Once saved, Commerce changes it to: https://www.facebook.comgroups/geologicalgeorgesalesHow maintain user data/email etc for external contractor set up as user to be deactivated
For a couple of years we have had an external contractor setup with a user account and interacting with us through several Zoho applications such as Desk, Projects, CRM etc. We are using Zoho ONE and have these applications configured. We now longer haveCoupon für Kunde -> Kunde nicht sichtbar
Wenn man einen Coupon für einen Kunden speichert, danach den Coupon wieder bearbeitet, sieht man nicht mehr den Kunden!! Zumal ich angenommen hättet, dass man am Kunden den Coupon sehen könnte.How can I view the knowledge base as an agent?
Hello, i created some categories for our agent and list some help articles, but how i view this articles as agent? When agent log in, will be forwarded to admin panel. thank you
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasFeature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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