Zoho Commerce
Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
One blueprint that includes all zoho products
Is is possible to create a single blueprint that spans several Zoho applications? We have a process that starts in zoho desk but includes components from Zoho CRM and Zoho Sign and then Zoho Billing. It would be really cool to be able to have the process
Independent Contractors
In Zoho One, would I be able to have independent contractors collaborate with us on Zoho Projects, Cliq, Meeting, Connect, etc.? They are not employees, change, and often only join the team for a couple weeks as we complete specific projects.
using zoho sites i want a pop up to appear when a customer clicks "contact us" to collect customer details for zoho crm
Hi I cannot seem to find this simple request function anywhere. We use Zoho sites and have access to the full Zoho One suite (if another product is needed). I want to set up a pop up when a customer clicks on a button, in this case contract us now. In
Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation
Forced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
Renaming the accounts module not working
We use Zoho CRM in German, but the translated version leads to confusion between the Accounts and Contacts modules. I assumed it would be a matter of seconds to have the german Module «Kunden» appear under its original name of «Accounts» which would be
Tried Zoho One and cancelled, now locked out of Zoho Workplace
Hi, I am subscriber to Zoho Workplace and decided to try Zoho One to see if it could meet my needs. I decided it was not what I needed and cancelled the trial. Now, I am unable to access Workdrive as the system thinks my trial has ended. I have not had
cloud console support for music websites
Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments to play. So I want to build a better website than the one I mentioned. So wnated to know what UI & AI should I use so that
Zoho Mail, Team Inbox or Sales Inbox?
Hey guys, I’m running into a puzzle deciding what the best application will be. I want to transition/convert from Google Workspace to one of the mail apps in Zoho One to handle my emails but I’m not sure what the best one will be in my case. I am already
Integration with Woocommerce
Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ? Thanks.
Improved Ticket Status Management in Zoho Support
Dear Zoho Support Team, I'm writing to request a change in the way Zoho Support handles ticket closure upon agent replies. Current Issue: Currently, when Zoho Support agents respond to my ticket, they often set the ticket status to closed. This creates
Include Zoho Books tasks in ToDo
The unified tasks view in Zoho One (ToDo) does not include the tasks from Zoho Books - could these get included too as they are part of users everyday tasks?
Blocking Desk Blueprint Transition from Widget
Hi, Has anyone got a working solution for blocking a blueprint transition from a widget? My use case is that the customer has an external warranty system that holds details based on an item serial number added to the ticket. They need the widget to confirm
Error adding a new user within our organization to Zoho Sites
Hello, We currently have an active site that was upgraded to V2 & are receiving an error message (with no details) when trying to assign a new user to the sites application. She is already a member of our organization and is utilizing an active Zoho one
Zoho one trial user
Hello to everyone im currently on the zoho one trial period and i have a small pest control company. Im going to be hiring a remote virtual assistant. Which service plan should I choose ?
Help center logs in to a different profile
Message I'm getting: " Dimitris Topou..... Inova Hospitality ediktampani@inovahospitality.com Change Password Note:This help center's authentication protocol is independent of the Zoho account you've used to sign in. " Hello, whenever I sign in to help.zoho.com
Zoho forms - > Zoho desk multiple agents
Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would be
Zoho CRM iPhone Sync
Is there a way to add my crm contacts as a "group" on my iPhone contacts list? Then when a contact calls me, their name will show up on my phone instead of just the number. Thanks!
Zoho CMR - How can we remove Public View in any module ?
Hi Zoho How can we remove some Public View in any module (or one by one) ? I read something about hiding but that's refers to Creator and I'm not there yet. :) Thanks! Robert
Adding Apps to Zoho One?
Does Zoho plan to add Zoho Backstage and TrainerCentral under Zoho One?
Delete my store of Zoho commerce
Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650
Ignored : Where can I find more details ?
Is there anyway to find out why a lead was ignored moving through a journey to the CRM ? Is it possible to set up an alert so we don't have to activly check journeys every day to ensure things are working ?
Zoho One Home Dashboard
Good Day, I would like to know how one can add a dashboard they created to be viewed on the Home Dashboard? I have a dashboard I created in Analytics. How do I get that dashboard to display on the Zoho One home Dashboard?
Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn
in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences
Books : Where to find Sales order from a Project
Hi Zoho Developers, From a Books Project, I have to push data to Creator, through a deluge script. From the Project data, I can't find Sales Orders and Purchase Orders links to that project. Where should I look to get SO and PO linked to the project ?
Pass data (zoho record id) from Zoho CRM to Web tab widget
I'm developing a widget which will be hosted in zoho crm and open form button click. My question is how can i pass zoho record id (e.g. contact Id) from detail view page to a Webtab widget? I've tried using following JS SDK function which returns false. var message = { arg1:"Argument 1", arg2:"Argument 2", arg3Nested:{ subArg1:"SubArgument 1", subArg2:"SubArgument 2", subArg3:"SubArgument 3", } } ZOHO.CRM.UI.Widget.open({Entity:"WebTab1_Widget",Message:message}) .then(function(data){ console.log(data)
Where can I find the unsubscribed contacts in MA 2.0?
I'm using MA 2.0, and in my contacts list I see two unsubscribes. But I can't seem to find where I can see who actually unsubscribed. However, I did see in my first email, that I had 2 hard bounces. Does the system automatically unsubscribe when there's
Zoho Commerce with wordpress integration
HI Guys, A newbie here. have our work website setup using a wordpress template that we are happy with. We dont want to create a new website using zoho sites. Is there a way we can integrate zoho commerce with our existing website. Thanks heaps in ad
Dataprep - DateTime Field is not being exported to Zoho CRM
Hello, I'm using Zoho Dataprep to export data to Zoho CRM. All the fields, except the DateTime, are exported successfully to the CRM Module. The field i'm trying to Export is "Data_da_Posicao" and it's target is configured to the correct field in Zoho
Can't scroll the page down unless I refresh the page
Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the visible area, to correct that we just have to refresh the page so the scrolling side bar would appear and then everything works normal, it never happens in a list like candidates' view, clients, contacts or interviews it mostly happens when adding
Lookup field that connects contact to client module
Lookup field that connects contact to client module
How to link ACCOUNTS with PRODUCTS?
I have created 8 PRODUCTS and imported all the ACCOUNTS. Now I want to link Accounts with Products with Many to Many relationship. One Account may be linked to more than one product. How do I achieve this? Zoho help support is pathetic and I have already
From OmniAccounts.co.za to Zoho.com
Hello all. I am trying to convince a client to move from omniaccounts.co.za to zoho.com because there are features in Zoho that she needs in Zoho that are not in Omni Accounts. Could you do a comparison table, or is there a comparison table of the two
Check-In/Notes Section
Hi there, We have noticed that in Zoho People, there doesn't seem to be any Notes or Check-In section which is really beneficial for when you want to make notes about staff and document or log conversations you've had that would be important for referencing
Your SPF records are way too big
It is my understanding that we have to add "include:zohocrm.com include:zcsend.net" to our domain's SPF record in order for all Zoho services to work. Is this correct? SPF records have a hard limit of 10 DNS lookups. When we add zohocrm.com to our domain's SPF record, that causes 9 DNS queries alone! For proof, look at this SPF tester site (it shows 8 lookups, which doesn't include the first one): https://dmarcian.com/spf-survey/zohocrm.com I strongly request that you reduce your SPF record down
Zoho Admin Access
Hello, We have a concern that we need help with. Previously, we had a single admin access account that was shared among three users. Recently, we decided to grant individual admin access to each user. However, we are worried that some data may not be
App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
Employee Logged Hours Report
Hi Team, We are looking at having all Employees logged hours report, but different staff uses diferent modules to log their time. Is there anywhere that we can get a report that captures every time entered through all Zoho modules? Thank you.
How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
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