Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
Unified 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 that
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
Looking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, which
SOC1 Bridge Letter
Hi, Can you please provide a bridge letter cover periods 12/1/2023-2/29/2024 for Soc1 compliance report? Thanks!
Simple Question...Is it possible to delete cancelled appointments?
During the testing, setting up and later where some customers had trouble, has caused quite a few cancelled bookings to clutter up the List View. Am I missing something in not being able to find how to delete these altogether? Thanks
Error migrating from CRM Plus to Zoho One
Hola, resulta que migré mi cuenta de CRM Plus a Zoho One en la misma licencia administrativa, y cuando revisé lo que son CRM, Desk y Sales, IQ están con otra organización, no migro, por ejemplo entro a CRM y puedo ver las dos organizaciones una con una
Share Quote PDF File by Link (VOTE IDEA)
Hello everyone, Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process. I have created a reqeust about it and support team will
How 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 Zoho
How do I import deals?
I used to use a CRM were we use Contacts and deals. I first imported all contacts from old CRM to leads in Zoho. Then I imported the deals to contacts, and now I try to import the same deals to deals. I do this in 2 times, because I can't import the Fases in to the contacts. So when I try to import my deals to the deals of Zoho, there is no connection with the contacts. Can someone please tell me what I am doing wrong? Regards!
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 client
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,
Zoho CRM Ultimate add-on feature limits
Is there an ultimate list of features in Zoho One Ultimate? I am mostly interested in CRM. We are considering upgrading from Zoho one / Enterprise. The pricing page does not tell difference between Enterprise and Ultimate: https://www.zoho.com/crm/zohocrm-pricing.html
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
Linking custom module from Zoho CRM with Zoho Desk Support Ticket
Hello, We have created a custom module called "Assets" in Zoho CRM. This module contains information about hardware products that we sell customers included serial numbers, testing, log files, etc. It is linked with an Account and Customer. Is it possible
Can I email Zoho One Subscription invoice automatically to client?
Hi, I would like to send out Zoho One Subscription Invoice to client directly, (without using zoho invoices). Please let me know if there is a way to do so or for any alternatives.
Company yearly goals
As a company, you should be able to make your corporate goals transparent and demonstrate them time and again. They should also be measurable and verifiable. It would be very helpful if you could record, track and understand your annual targets. And that
Selling a product consisting of several components
hi all, I have a small issue with inventory items, I am a perfume company, and my product consists of many items, how can I manage this, from purchase the items and convert them to be one item ready for sales - using ZOHO platform ..
Migrate 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 see
How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?
Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
Company Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.
Zoho One and Availability of New features added for each applications
Hello, Unless we're mistaken, There an ongoing issue to understand the availability of some features for the Zoho One plan. When a new feature is releases for one the applications, it often comes with an information on the Editions of that specific application
Zoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.
Billing Cycle
Hey Zoho team, I've seen my billing like at end of May, but now cannot to find my billing center and my credit card information. Can you send me a link where I can locate it. Thanks, Lola
Re-Open a Task without Re-Opening All of Its SubTasks?
Is it possible to re-open a task without re-opening all of Its subtasks? There are times when a previously closed task needs to be reopened and have a new subtask added to it. But when you repopen the task all of its subtasks are also automatically reopened, even if the subtasks shouldn't be reopened. This is confusing and makes people think that all of those previously closed subtasks all of sudden need work done to them. The system also sends an email when it does this. There needs to be an option
How to delete a "Segment" Folder?
How to delete a "Segment" Folder?
Restricting Agent Offline Status and Enhancing Status Visibility
Hi, I hope you're doing well. We would like to request a feature enhancement regarding agent status management across channels in Zoho Desk. Currently, agents can set their status to offline for email, chat, and IM channels, resulting in preventing tickets
Integrate Zoho Portals
I'm fairly new to the Zoho system (moving from other ATS) and exploring a lot. I can't find a solution to integrate the various Zoho Portals into one (Zoho) site. So I'd like to setup 1 Homepage (in Sites?) and include the support portal from Desk (as
Attendance | Flexible Working Hours
hi there, we are a small digital business working with flexible working hours and we are having a hard time setting up zoho people for attendance tracking. everyone of us has an individual agreement with the company regarding weekly hours (e.g. 40 hours/week,
Custom widgets on Zoho one dashboard
Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects
How to Check FESCO Online Bill
Checking your FESCO bill online is simple and can be done in a few steps: Visit the FESCO website: You can access the online bill system from the official FESCO website. Enter your Reference Number: This is a 14-digit number found on your previous bills.
Terrible Customer Support experiences with Zoho the norm
I've been using Zoho for several years and my experiences has been: Even when we describe the issue clearly, Zoho Support's first response will ALWAYS be to provide far more detailed information, or to create a video recording of us reproducing the error,
Can we share the URL of My zoho Sheets on other websites?
Hello everyone? I have sheets on Zoho and I want to share them on other websites like daraz, homeshopping, gepco duplicate bills, etc. I don't have much knowledge about online sharing question forums? I am a student and have a short survey about online
One license but several mailboxes for one person
Hello, I am interested in getting a Zoho One license. Unfortunately, there is one major issue with the pricing. I am only one person using the Zoho apps. I plan to use them as individual entrepreneur. Although I need several mailboxes in Zoho mail for
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 invoices
Zoho Campaigns - Update an email when the automation has started
Hi I do not understand why you cannot update an email once the automation has started - if you spot something after the first one has gone then you cannot change it.
Pay in USD
Hi, is it possible to pay in USD instead of EUR? Thanks.
Is Zoho Marketing Plus part of Zoho One?
Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon
Zoho One is now forcing me to use the Zoho One Dashboard
Whenever we open an application, Zoho One is now forcing us to use the Zoho One dashboard. We find that this takes longer to load a webpage and is slowing down our productivity. Has anyone been able to disable this? If not, can we opt in/out of this
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