Enhancements to Zoho Corp Help Center "Team Requests" View
Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered aAllow Multiple Scheduled Appointments with Zoho Support
Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when schedulingSerious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?
L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?
Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number ofUnified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatZoho One. Client Script
Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?Calendar View for Zoho Tickets
Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.Delete / Modify Default Career Site - Zoho Recruit
Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The onlyHow to choose other payment methodes than creditcards
We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay withInitiating a SalesIQ Zobot from a custom button on Zoho Sites
I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites PageDORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience inIntroduction 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, OmnipageHow do I hire employees????
Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,Is this possible with Campaigns?
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buyHow to view two portals (Zoho CRM & Zoho Books) in single login
Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I couldZoho Forms Unable to Save Account Numbers with a Leading Zero
We are using Zoho Forms to for rental applications. It is working well, except for one thing: when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value withoutWhy developing custom function development made so difficult for Zoho Projects!!
Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all APIZoho One Datensicherung möglich
Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. UndIssues with certain CRM, Desk & webhook blocks in Guided Conversations
Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: CannotRestrict Employees Access to Zoho Support
Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one supportAutomatic License Management Upon User Deactivation in Zoho One
Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior byZoho Learn vs. Trainer Central
Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WPMarketing 2.0 has been a catastrophe
Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.Custom Module
I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at theCalendar Bookings in Recruit
Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field basedAutomatic Department and Employee Sync Between Zoho One and Zoho People
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.ZOHO One Webinar Functionality
I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. TheNo Zoho Support on the weekends or after hours?
Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,Thoughts on users being able to create Zoho accounts?
For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.Top Menu Disappeared from Blog Page
Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks
Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit timeZia powered by GPT is already available for MExico?
Hi there! Is Zia powered by GPT is already available for MExico? I have Zoho ONE membership is Zia powered by GPT compatible with my membership? What's the specs? Do I have to get Chat GPT Plus plan? Thanks!Adding a Download field to a form
I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.We are being overbilled by Zoho and they refuse to correct it
We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 monthsDataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.Organization-Tiered Support in Zoho Corp Help Center
Dear Zoho Team, Greetings! As the focal point for all Zoho-related matters in our organization, we would like to request the implementation of an organization-tiered support structure in the Zoho Corp Help Center (Zoho's internal Zoho Desk). This featureMigrate from crm plus a zoho
Hello, it turns out that I migrated my account from CRM Plus to Zoho One on the same administrative license, and when I reviewed what CRM, Desk and Sales are, IQ they are with another organization, I do not migrate, for example I enter CRM and I can seePay in USD
Hi, is it possible to pay in USD instead of EUR? Thanks.Journey : "Added to segment" trigger doesn't work automatically
Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,Microsoft Loop integration
Hi has anyone had luck getting any components of Microsoft Loop integrated into Zoho One, for example Follow-up tasks into Zoho Projects or other app, or perhaps Loop notes into Zoho Notes? cheersNext Page
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Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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Zoho One Datensicherung möglich
Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. UndRestrict Employees Access to Zoho Support
Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one supportTop Menu Disappeared from Blog Page
Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.Zoho One. Client Script
Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?Issues with certain CRM, Desk & webhook blocks in Guided Conversations
Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
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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 areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________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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