Dynamic Attachments
In Marketing Automation journeys, when creating an email, you can add "dynamic content" - in other words, you can add specific paragraphs, images, buttons, etc. One thing that isn't available is the ability to add "dynamic attachments" - a different attachmentApp 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.Unified what's new section
Personally, as a consultant for some clients who use Zoho One, I find the way I receive information about updates for individual Zoho applications to be quite convoluted. In some cases, the link is within the application, while other times I need to doUnified 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 Support
Is it just me or is Zoho Support the most frustrating support you have ever dealt with? It takes an ungodly amount of time to explain back and forth over email to them, when you call the support line the people you speak cannot give you an answer allZoho desk tickets set owner to unassigned
Hello, we are using Zoho Desk and we have a dispatch personnel who is entering the majority of our tickets. I would like our dispatch agent to be able to create a ticket and have the ticket owner default to unassigned. I doesn't make much sense in ourThis side menu is just Awful!
Why should an employee have this side menu displayed in the side menu? It does not make sense at all! IT confuses them and displays information that is completely irrelevant.Contact score in Zoho Analytics
Hi there, I am trying to build a dashboard in Zoho Analytics that brings together data from different platforms we use. One of those platforms is Zoho Campaigns. I've set up the data import using the built in options but when the Contacts, and other tables,Can't open desk from Zoho one left menu
Desk won't open from the left menu, I also tried open in a new tab. Desk does open as an individual module like the old singles app.Can you not track opens for emails sent directly on Microsoft Outlook?
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I've noticed something new about the applications menu on the left side of the screen. It used to be that I could drag and drop a pinned app to reorder the items and it would stay that way between screen refreshes. However, not long ago that capabilityZoho One Premium Support
Can someone at Zoho tell me why you are charging thousands of dollars for premium support and cannot be bothered to answer ANY support emails?New sync CRM- Campaigns
Hi all, What's the exact deadline to migrate to the new immediate sync system CRM- Campaigns? We're still using the old daily model and it's working fine so far, with no prompts or notifications to migrate. Thanks!What is the difference between Zoho Campaigns and marketing hub?
Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multipleSupport to add profile picture using a web url
Hi, Currently, Zoho Recruit only supports adding profile pictures for applicants by uploading one from a computer. However, this requires downloading one and uploading it. So having an ability to paste a web link of image e.g. from Linkedin profile ofZoho CRM Invoice vs. Zoko Invoice
From time to time I'm wondering about obviously duplicated functionality across the Zoho products. Zoho one seems only to be a menu of different applications; it seams that we have to deal with this. We are using the CRM and now looking to use Zoho toB2B aspect of Commerce - external representative access
Hi, We use Commerce as a B2B platform for our retailers who distribute our products. They all have an account to place orders themselves on Commerce. As in every business reality, it is not all customers who will use the platform. Some still go throughStreamline Feature Request Voting
Can you please make feature requests more transparent across platforms? Zoho books has a separate forum that I could find (by googling, not in the community page!). But the other applications do not. I know we can add ideas through this format, but weZoho Projects - how to personalise the client invitation email with my branding?
Its really confusing and terrible, every time we send a client an invitation for the Zoho Project, its all about ZOho. there is no personalized branding. Every time, I send up with a confused client. Who has no idea why he needs to sign up on this Zoho system. How can we personalize these invites?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 theAssessments - Making them Interactive
Hi, We have a lot of roles where we want the same assessment but need to tweak the question, for example asking how far someone lives from the Posting City etc. Is there a way to use Merge Fields in the Assessment Question? e.g - Please outline how youHow to convert external user to internal user
Hi, we have serval users are under external user. Now we would like to convert them to internal, however, whenever I click convert org in zoho one and click the URL. Error msg says the user is in another organization. May I ask how can I transfer an externalCustomize Zoho Checkout Page for Paid Bookings
I see that the checkout page is a generic "bot created" template in zoho checkout. Is there a way to assign one of my templates to the paid bookings checkout process?What Zoho Commerce plan is included with a Zoho One license?
I am currently a Zoho One subscriber and what to know what is included. Here are my plans. * Zoho Commerce * Zoho Inventory - Serialized inventory * Zoho CRM - Vendor and Consumer * Zoho Books * Zoho Social Do I have any limitations or extra costs? Sincerely,Tracking Time Employees use Zoho
This seems like a basic feature. Will it be implemented?Mass delete or update / Data administration
Hi, We synchronise campaigns with bigin and zoho recruit. We collect information after email campaigns (false email, outdated ...) How can we mass update bigin and zoho recruit, especially mass delete contact records (bigin) or candidate records (zohoAdd the ability to sort by "Last Login" in Zoho One > Directory > Users
Add the ability to sort by "Last Login" in Zoho One > Directory > Users It helps review user lists by seeing when they last logged in.Blocking IP Addresses from Website
Hi I want to be able to block IP addresses/domains from visiting our website that we have on Zoho Sites, is there a way to do this? Thanks BillNew Sync functionality does not Sync back Opt Out information from Campaign to Recruit
Some two weeks ago we were moved to the new Sync functionality. The new functionality offers an option to define a different Opt Out checkbox than the Email Opt Out. This is a good improvement since opting out from a Campaign Newsletter is not the sameIs possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, PabloCan Zoho Desk Integrate with Softr
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Spreadsheet question: I would like to hide column K when a certain value is entered in column D. How do I do that? Can a response on a form also automatically hide a column in a spreadsheet? I'm trying to help people narrow down choices (column of data)Specify Goal Weightage percentages inside KRA
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Hello, we are evaluating the "Attendance" module of Zoho People. is there a way to automatically check-in/check-out when close to/away from the office? Thank youAPI for Zoho One
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We want to use the Career Site feature of Zoho Recruit. The issue is we have the Staffing Agency add-on, but all of the job postings on our career site look like we ourselves are hiring, not us hiring for clients. Can you make an update to the careerHow to remove Zoho Show, Sheets and Writer from sidebar?
If Workspace is active it auto puts the tabs of show, sheets and writer on sidebar. These apps can not be hidden. these seems like a bug or very bad feature. How can it be removed?Addition charge for zoho recruit
We have asked for only 4 accounts in the past for staffing version of zoho recruit. I see it is charged for 12 users. Can you please correct ? Now we would like it to be reduced only to one account and that should be for admin account1099 Employee User?
We use Zoho One all-employee pricing and we're considering hiring someone as a 1099 employee to assist with cold calls and I'm not sure if I can add her or not? She won't be working year-round either just a month or two here and there so it seems sillyCustom Sign in page through custom domain.
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New sync CRM- Campaigns
Hi all, What's the exact deadline to migrate to the new immediate sync system CRM- Campaigns? We're still using the old daily model and it's working fine so far, with no prompts or notifications to migrate. Thanks!Tracking Time Employees use Zoho
This seems like a basic feature. Will it be implemented?Can't open desk from Zoho one left menu
Desk won't open from the left menu, I also tried open in a new tab. Desk does open as an individual module like the old singles app.Dynamic Attachments
In Marketing Automation journeys, when creating an email, you can add "dynamic content" - in other words, you can add specific paragraphs, images, buttons, etc. One thing that isn't available is the ability to add "dynamic attachments" - a different attachmentCustom 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 the
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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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