UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service
Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it
Zoho Tables is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.
Zoho Publish is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,
Add ZeptoMail to Zoho One
Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under
Getting there -thanks
So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with
Zoho Commerce Microstore to bypass customer portal on spesific items
Hi everyone, I’m currently testing the Microstore feature in Zoho Commerce and trying to understand how it behaves with access restrictions. My goal is the following: Even though the customer portal is enabled (and the main store requires users to sign
Zoho One: books and inventory working together
Hi, I was very pleased when I saw that in Zoho Inventory can now pull the orders from Woocommerce. They are now fed in Inventory as Sales order and with choosing convert invoice as Instant Invoice I am getting the exact data as they appear in Woocommerce.
Custom Validation for On Duty
Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees
Moving from Zoho standalone to Zoho One
Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from
Can Timesheets be utilized without Jobs?
We are looking to streamline timesheets with our technicians and thought that Zoho People's Time Logs/Timesheets would be beneficial. However, it looks like all time entries and timesheets need to be associated with a job. The way we track time is just
HR Helpdesk Cases
We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.
Turn your Zoho One Home into your workspace with Dashboard 2.0
When you open Zoho One, you probably don't need to see everything. You need to see what matters to you. A sales manager may want to track pipeline and revenue. An HR manager may want to monitor employee information. A business leader may want a quick
Automatic 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.
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
Zoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
The Autopilot Trap: Why You Might Be Missing Zoho One's Best Updates
It is well known that we are creatures of habit. Every morning, we get to our workplace, open our laptops, and let muscle memory take over. We click the exact same icons, navigate to the exact same tabs, and do the exact same tasks we have been doing
Zoho HTML editor is removing MSO (Outlook) specific code.
The ability to add in custom HTML is great. We are using MJML to generate our wonderfully cross platform and responsive email code that works on Act-On, Salesforce, Hubspot, Active Campaign, and lead liaison. The way it supports MSO (Outlook) is it included
Zoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
Is there any way to have Dataprep ingest RSS?
As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks
Zoho Analytics Aggregates
I have the attached report that lists Jobs and I want to aggregate the totals of Total Budgets, Total Bills and Difference for each Construction Stage. Can anyone tell me how I aggregate them?
Once the photo is clicked, the image is not making a reliable match against profile image on the organization's Zoho People database.
Please advise how to improve reliability of the kiosk image match for clocking in/out. We are trialing this however not having success after the first image match. I'm guessing these matched because the profile image was taken the same day and the employee
Direct Access and Better Search for Zoho Quartz Recordings
Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
unify organisation management
As I am exploring different Zoho products (such as Workplace, CRM, Books, Contracts, Projects), I am noticing that there is no unified and streamlined organisation management. You can define different parameters for the same organisation (e.g. base currency)
How many Zoho Sales IQ do I need?
Hello, We are a SME currently moving from Hubspot to Zoho. We are already using Zoho books and CRM, I am wondering how many ZohoSalesIQ account do I need? We mostly need to track our website users, no need for chatbot or anything. I am thinking to buy
Consent flow for adding Verified-Domain Email Addresses in Zoho One
Greetings, Zoho One Admins! To strengthen account security and ensure that users explicitly confirm ownership of their domain-based email addresses, we are introducing a consent flow for adding verified-domain email addresses in Zoho One. What is the
Add Pause / Resume Option to Zoho Quartz Recordings
Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are
CRM API v9?
v8 has been around for a while. any plans / estimates for v9?
Migration from SQL Database to ZOHO CRM
Hello, I am trying to migrate data from our SQL Database to Zoho CRM using Zoho DataPrep, but I encountered an issue during the transfer process. When new records are created in Zoho CRM (records that do not already exist in the CRM), the Owner field
Annoying Pop-Up Zoho Advertisements and Announcements Within Apps
It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution
Megamenu
Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
Is Zoho Shifts included in the Zoho One plan?
In case the answer is no: there's any plan to make it available via One? Thank you
Zoho Customer Grievance Escalations Matrix
We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's been
Disable Zoho Contacts
We don't want to use this app... How can we disable it?
Is Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?
How we reduced manual ops using Zoho One (real use case)
Hey community 👋 Sharing a quick use case - A growing business had disconnected systems across CRM, inventory, and storefront, leading to manual data entry, no real-time stock visibility, and limited reporting. What we did: Centralized data with Zoho
site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you
Solo Lawyer seeks guidance
Zoho for solo lawyer (child welfare/parental rights) I do mostly "low-bono" work for the state as an appointed lawyer in child dependency and neglect matters that all get billed to the state's Administrative Office of the Courts (low pay & capped) where
Organization-Wide Announcement Banner Across All Zoho One Applications
Hi Zoho Team, We were happy to see the new Announcements feature in the Zoho Mail Admin Console. This is a great step toward improving internal communication within organizations. However, we would like to suggest expanding this capability to a Zoho One–level
On Duty Requests - Zoho People Data
Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
Connecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they could
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