Introduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, OmnipageArchived emails disappearing from CRM
Hi, We have Zoho One and are using Zoho Mail and Zoho CRM. When an email archived in Zoho Mail it disappears from the contact in CRM. Why is this? How do we stop this from happening? Thanks in advance. Vernon.Preventing downloading of data
How do we prevent the download of data specially candidates section by all roles other than the Administrator?? I have a standard plan right now..How do I return all the fields for the Quote Line Items through the API ?
Hi, How do I return all the fields for Quote Line Items? I did not see the module listed under settings/fields?module= and the Quotes module does not list the fields either. Thanks RyanMarketing Automation Journey Can't find my Zoho Form
Hello, I'm creating a welcome journey - lead source being a zoho form, and the trigger of the journey is that form submission. Integration is set up as I've connected the form, but journey doesn't recognise the form. What is the best thing to do!?NPS scores for Candidates, Employees, recruiters, clients, company and vendor in various Zoho products
It will be great if NPS scores can be captured in various modules. It will provide great customer, client, employee, recruiter and customer experiencesAdd Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currently using Outlook for our email manager and would prefer to use Zoho Mail. Microsoft allows us to mix and the license of products and suites without any issues but Zoho seems to make the organization purchase more of the Zoho One Licenses with the abilityMerging Tickets - One Department
What if a business only has one department? How can you merge tickets? There has to be a way to do this.Zoho work drive
I want to buy zoho work drive plan. But it shows different pricing plan. Can you please explain briefly so we got to know little more. i am attaching screenshot please revert asap.Access to Zoho Calendar from Zoho One
We are using Zoho One and would like to use Zoho Calendar for a team calendar. I cannot find the Calendar App in Zoho One. I can find it by googling Zoho Calendar and it works great, but the rest of my team uses Zoho One to access our applications andImpossible to change any expenses when tax report is done
Often, I'd like to change the account in a transaction.. I don't want to change de transaction... just the account and it's impossible to do in ZBooks... this is quite annoying as a bookeeper... in quickbooks we're able to modify everything and i do manualHow to attach a file from zoho workdrive when i send and email
hi i have a question how can i attach a file when i send an email this is my code i made an invoke url but doesn´t work or doesnt attach the file that i have on workdrive thanks etiqueta = invokeUrl [ url: "https://workdrive.zohoexternal.com/external/52nKCovLv7b-LNLhw"Top 10 websites using zoho zobot
i just saw the new Zobot Video on YouTube and was asking if the community can show the 10 best webpages using Zoho Zobot.POP UP REMINDER
is there anyone who can help me in creating a pop up reminder when someone edit or create a new item.Can access email via browser but outlook suddenly cannot connect to Pop3 server
Hi Zoho community, My colleague can access email via browser but outlook suddently cannot connect to POP3 server and therefore cannot receive email via outlook. The login credentials and settings remain unchanged. Hope you can help. Thank you, Ben Lexecute zoho page sense custom tracking event from zapier
I have a tracking pixel and a custom event fire. I cannot seem to get it to work in zapier javascript code. The pixek needs to load, (i dont know if i should use the syncronous or asyncronous version) then the 2 lines of custom event code need to run.Evernote migration error message
I've tried exporting individual notebooks from Evernote to html format, as instructed by the help dialog in Notebook. but every time I attempt to drop/open the folder containing the exported notes I get this error message: COM.NOTEBOOK.UNSUPPORTED_FILE_FORMATCant get through to your phones, speed issues un usuable
Hi all apps including Cliq and Desk are from to unusable. Can't live chat, can't ringing anyone, no one answering. Been a few outages on your apps recently. What the heck is going on!Custom Unit
I need to add another unit type to the list (Month). This is mainly for Subscription use, but I think I had to actually make the change in Books. I have added units types before, so I know it was possible but I can't figure out how to do it again andFLow stops at a certain point
Hi - I've put in a request to support but need an answer before the usual week to respond. I've set up a new flow. It worked fine in testing, but now that its live its doing something strange. I came into a number of failed tasks. As I opened the flowAsking users to review and update their data
Hello, We use Zoho CRM and Campaigns to manage our website users. We would like to ask users to review the data we hold in their record, so that they can validate the information and, where data is incomplete, add to their profile data. For example,Third Party Cookies and Zoho Desk and Customers
I've set up Zoho One for my soon to be launched business, but I'm struggling with using Zoho Desk. Struggling enough that I've duplicated my portal on Freshdesk just in case. My concern with Zoho Desk is I'm worried that a small company is going to haveMagento 2.4 B2B Ecommerce Integration to Zoho one (WMS extension)
Please let us know if we are able to use any extension to integrate our Magento 2.4 B2B to Zoho.What is the Owned By column in the Emails related list?
Hi In the Contacts module we have it integrated with our Outlook, and we can see emails sent to/from the Contact within the Emails related list. What is the Owned By column? Its not the Owner of the Contact. So what is it? ThanksAgent Limit in Trial account
Hi, Is the limit for agents in the trial account just 3? I am testing something that needs 5 agents, can you help me with this?Zoho CRM and its Integrations
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our nextTelephony System with Call Recording applicable for Zoho One to be used with Zoho CRM for Australia
Hi, Just would like to check if there is a suggestion on which Telephony System we can use for Phone Bridge which is found from the Marketplace. We are using Zoho One and this will be used for Zoho CRM where in we would need to have feature to recordBeginner Issues with Validation Functions
Hey Zoho Community, I am new to Deluge, and Zohos functions in general but have a decent understanding of python, java, etc... I am having issues creating a simple validation function. I have tried many google search results and this one even shows some(month) Calendar view to focus on this week
I'm needing a calendar view that focuses on (this week) at top and then weeks to follow below. I use calendar view on screens in our office for employees to reference tasks ahead. The problem is, we get about 2 or so weeks before the screen cuts off andRecebimento de Email
Boa tarde equipe Zoho mail, por favor necessito de ajuda com minha conta, não consigo enviar email e também não estou recebendo email no zoho, conferir meus registros MX e estão todos instalados, não sei mais o que fazer ,preciso que me ajudem. Obricreate custom button
In my CRM I have created a custom module 'Contracts', I want the ability to convert the Deal module to the Contract module and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number etc etc. Thank you in aScoring rules and Case escalation rules in Zoho recruit similar to Zoho CRM
I think it is a great idea to have candidate scoring rules similar to lead scoring rules in CRM. We should be able to assign the score based on Email- opened, received, bounced, Survey- Depending on the rating, campaigns, Twitter, Whatsapp, calls, etc.SalesIQ submit button not working
Hello, We have salesIQ running between the hours of 9am-5pm. Outside of these hours people should be able to leave a message which gets sent to our enquiries area of the CRM. I've tried to do this in two browsers as a test but when the blue submit buttonSupport Add-on
Please inform me on the "Support Add-on" option and what is/is not included in this service.¿Qué significa CORREO DUPLICADO y CORREO IGNORADO. dentro de las sincronizaciones?
Dentro de mis sincronizaciones vienen listas donde se separan el total de los contactos importados, entre ellos viene una lista de contactos duplicados y otra de contactos ignorados. Me gustaria saber a que se refiere cada una de ellas.Lead Intake Form - what happens with Contacts???
We are developing a lead intake form for use at tradeshow events. Purpose is to collect new lead information and integrate with Zoho CRM. In our CRM the email field is unique in all modules. Our form is integrated with the leads module in CRM. AsAudit Logs in CRM - How to track views on only changes
Is there a way to track how an user is using the crm? Not only actions also the records viewed or searched?Restrict a Dashboard to the user
When I create a new Dashboard is there a way i can restrict the information viewed to the user's sales information. So they can see there own metrics and nobody elses?Add a download link for a PDF per product on quote template
Hi Guys, We are sending quotes via CRM (Zoho One). Nearly each line item on our quote has a dedicated PDF fore technical information which we then attach with the PDF quote before emailing. All these PDFs are also on our website. I would like to add aProduct Images in Quotes
Hi Ive scanned the help forums and cannit seem to get an answer. We are a zoho one member and have been using zoho apps for years. Recently I thought id try to set up images in quotes. I uploaded some test images to the products module page and then wentNext Page
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How do I return all the fields for the Quote Line Items through the API ?
Hi, How do I return all the fields for Quote Line Items? I did not see the module listed under settings/fields?module= and the Quotes module does not list the fields either. Thanks RyanSalesIQ submit button not working
Hello, We have salesIQ running between the hours of 9am-5pm. Outside of these hours people should be able to leave a message which gets sent to our enquiries area of the CRM. I've tried to do this in two browsers as a test but when the blue submit buttonKen's Grammar Korner
Write business prose in the present, active verb tense.Asking users to review and update their data
Hello, We use Zoho CRM and Campaigns to manage our website users. We would like to ask users to review the data we hold in their record, so that they can validate the information and, where data is incomplete, add to their profile data. For example,Scoring rules and Case escalation rules in Zoho recruit similar to Zoho CRM
I think it is a great idea to have candidate scoring rules similar to lead scoring rules in CRM. We should be able to assign the score based on Email- opened, received, bounced, Survey- Depending on the rating, campaigns, Twitter, Whatsapp, calls, etc.
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Feature 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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