Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs
We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,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 documentationHow Zoho CRM Can Enhance Your Faucets Accessories Business Operations?
In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everythingConnecting 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 couldWich version of Backstage is included in Zoho One
Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you GuillaumeBe careful if you want to purchase zoho one
Hi, just to add one more complain to the other similar complains. When I purchased zoho one, Divith, my account manager told me (by email) that I would be able to keep different emails that I have inside the company (contact, privacy, etc.). During theOptimizing Zoho CRM Integration – Tips & Insights Needed
I hope you're all doing great! I'm currently working on integrating Zoho CRM with our platform, which helps users get iPhone Free of cost through verified government programs. Everything's coming together nicely so far, but I'd really appreciate someNeed Help with Zoho CRM Integration
Hello everyone! 👋 I'm currently in the process of integrating Zoho CRM with an Android gaming website focused on Fire Kirin Game. While everything is progressing smoothly, I'd love to get some expert input to make the integration as efficient and seamlesscan a custom module in crm be linked to desk ticket
i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom moduleSetting Up Direct Mail Campaigns
If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing. Does anyone know if that'sHow to generate AWS Signature through Deluge task
Hello Everyone, How to generate AWS Signature key through Zoho Deluge Task. Is there possible in Zoho? Else please do it... Thank You !!! Regards, Subash S | CubeYogiHow do I setup an ebook download?
I'm trying to build a form that, once completed, will trigger a direct download of our ebook. I tried using the "ebook download" template but I don't see that as an option. Can someone please provide some direction on this?Email ID with Plus (+) character
Does Zoho Desk support emails with a plus character in them? I ask this because we are currently using the Desk Remote Auth feature and receive this error message if we attempt to add a new user with a plus (+) symbol in their email: GET Request: https://support.XXX.com/support/RemoteAuth?operation=signup&email=me%2Bdev%company.com&ts=1629831165191&loginname=me&fullname=My+Name&utype=portal&apikey=XXYYZZ&redirect=0Making Connections Between One Accounts Zoho Creator App to Another Zoho Books
For one of my clients, I need to make a connection between their Zoho Creator account and our Zoho Books system. I am a new developer, but I have read the Oauth api. Theres nothing, as far as I have read, about connecting external Zoho accounts. DoesDelete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?Convert to Org. external user not working?
Hello, There is an option in Zoho One admin to convert an external user to your organisation. When I click this the user gets an email to accept - but then they get an error saying they are already added to a Zoho One organisation. But they are addedView Zoho User's Last Login
Hi there, How do I see the last time users in my org logged into Zoho? I looked in Settings, as well as, Reports. Cheers, Joncloud 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 thatZoho 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!MRP or Manufacturing Module for Zoho
We have been searching for options for a production planning or MRP that will integrate with Zoho. Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs. Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?New Zoho Logos
OK, folks, this is a teeny tiny nit. I'm fairly new to the Zoho family, so I be missing some historical perspective. We've adopted Zoho One all across the company, and while the out of box experience wasn't quite as easy as I had hoped, we are quite happy and increasingly pleasantly surprised at the many improvements since adopting Zoho One. I was surprised to learn today that Zoho is replacing their colorful product logos with new monochromatic line art logos. I read the article they sent outAdding an Accountant or Bookkeeper to Books
I'm trying give my Accountant access to Books. I've created a new role called Bookkeeper (cloned off the Accountant) and tried to invite the Accountant. It takes me to Zoho One dashboard for Books but it won't let me add the User because I only have oneHow i can synchronize users zoho with keycloak
I added SSO through keycloak. But I want to automatically sync users in Zoho with users in keycloak. For the reason that we now have 20+ people, and manually adding them to keycloak is inconvenient. For this reason, I want to somehow Transfer users fromThrottling Error 400
Hey, I have to submit thousands of records to Zoho Project using API. But call to create task dependency API causing URL_ROLLING_THROTTLES_LIMIT_EXCEEDED error. Please check the attachment showing the response i got from server. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes". It is stated on zoho projects api help page but i am having throttling error showing message "CannotHow to see Zoho Campaigns mailing list subscription status for contacts in CRM?
Is there a way to see Zoho Campaigns mailing list subscription status in the CRM Contacts list? I have Zoho Campaigns and CRM syncing so I wonder if I get a quick idea of one's subscription status without switching to Zoho Campaigns and looking for that client there.Designation
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 canHow to Configure ZOHO One to a Solar Business.
I want to find out some key points: - Can I input Client data and have it work with my Projects, Tickets, Orders and Incentory? - Can each project have specific DAta, such as Tasks (can Only be completed with photos), Customer Sign Off (Can a documentBenefits of Zoho Integration with WhatsApp
All businesses run to increase income and the number of loyal customers. For achieving this goal, the organization must grow and be led to improve its services. On one hand, it is established that a company cannot satisfy needs if it does not have anClarity on Zoho One & Marketing Automation Limits (Leads, Bulk Emails, Visitors)
I have scoured this forum and reviewed the Zoho One Plan Details page for Zoho Marketing Automation ("ZMA" - formerly MarketingHub). There have been several forum threads requesting full transparency on ZMA limits/pricing under a Zoho One subscription.Upcoming product workshops: Melbourne and Sydney
Hiya folks, We're happy to share that we're organising a series of workshops in May. • Melbourne: 16 May, 2023 at Cliftons, Freshwater Place • Sydney: 18 May, 2023 at Cliftons, Margaret Street We're covering Zoho Analytics, Creator, CRM, and Workplace.Zoho Booking Integration Option With Sales IQ Codeless Bot Builder
I have checked the latest release of Sales IQ 2.0 and i think that's a really cool update by Zoho . I really like the features of Zoho Sales IQ 2.0 and the best thing is Codeless bot builder , it will help non techies to build a impressive chatbot. ButMulti Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")Do I have to pay an extra Zoho One License to add a Contarctor User in Projects?
My company is using Zoho One. I would like to add some external Contractors that will work with us for a few months to our Zoho Project. They work for a different company and their email address has a different domain. Do I have to pay extra licencesCreating a filterable table for a Responsibility assignment matrix
Hello, I'd like to create a filterable table showing who is responsible for a specific task in the organization. I imagine the following columns: - employee name - employee task - substitute (the person who will substitute that person on that task ifConnect 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 areasRoad Map Software
I wanted to reach out as I had a few questions and also a recommendation for your services. Does Zoho have any plans of adding a software to create a road map for websites? My customers are requesting me to be able to add a road map to my website and It would great to see Zoho offering such product or services. Looking forward to hearing from your product managers soonGroup Email to Create Ticket
We have several people providing support,and we are all currently part of an email group (Support@mycompany.com). This keeps us all in the loop on current issues, which allows us to pick up where another leaves off. Is there a way for Zoho desk to use this group email to create tickets? Currently our Desk App shows our emails are not working because forwarding is not enabled. But Forwarding is not available for group emails. What can we do in this scenario? Thanks for any assistance.Zoho Concurrency API Limitation
Hello Everyone, I can see where the confusion is here. Please let me explain how the API Concurrency limitation actually works (Read it, you will not regret it ) As all of you know, the concurrency API Limitation documentation provided says that thereSend file from WordPress form to Zoho CRM
Hi, I'm having an issue sending files to Zoho CRM when a user submits form data on my WordPress site. I'm currently using WP Fusion on my WordPress site. When a user submits form data on the frontend, WP Fusion updates the Zoho CRM record successfullyUser Permissions for Client Scripts
Good day, we have an urgent issue with limiting which users have permission to edit Client Scripts. Currently, ALL our users can edit a client script. SURELY that can't be right? We did contact support VIA chat, but the response was :"The client scriptNext Page
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Designation
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 canUpcoming product workshops: Melbourne and Sydney
Hiya folks, We're happy to share that we're organising a series of workshops in May. • Melbourne: 16 May, 2023 at Cliftons, Freshwater Place • Sydney: 18 May, 2023 at Cliftons, Margaret Street We're covering Zoho Analytics, Creator, CRM, and Workplace.Free Zoho education for all!
Hey all! I’m Peter, Founder of The Workflow Academy. Besides Zoho itself, we’re the #1 worldwide provider of Zoho education. We’ve been consulting and developing in Zoho for almost 5 years — almost immediately, I recognized that there wasn’t much of anDirectory apps and SSO
Zoho One provides a lot of features that help you unify your work across apps. Single Sign-on, a feature that unifies authentication and lets you sign in to all your enterprise apps without having to individually enter credentials everytime. We currentlyZoho One: Go From Apps To Operating System
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. In our next
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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 areasFeature 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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