Unable to process your request
When I try to add fields to Analytics integration with Zoho CRM, I get this error. Our organization id is org20060445563
Contract / CRM Parent Company
Hi, When we create accounts with multiple addresses one being a parent, Is it possible for the parent to have a contract within the desk and all the child records honor that contract? We have some customers with around 20 locations, but the contract is with the parent. Otherwise we are managing multiple contracts per same customer location and becomes difficult. Thanks Dave
How create new organization tab in ZOHO One
How create new organization tab in ZOHO One : It is used to organize all apps in convenient way for users and it help you to keep your apps organized, identify and pick apps easily. And apps placed in Organization Tabs will be visible to all users who have access to it. Follow below steps to create Organization Tabs... First, You need to login in ZOHO One account/portal and after that please follow below screenshots steps.
How create new Personal Tabs in ZOHO One
How create new Personal Tabs in ZOHO One : It help users organize apps based on their own preference and convenience. Follow below steps to create Personal Tabs... First, You need to login in ZOHO One account/portal and after that please follow below screenshots steps.
Deal Closing Date Automated to 30 Days Out
Hi, its a little annoying when every time I create a deal I have to predict a closing date. This is especially frustrating when I would preffer to set it 30 days out and there is no easy way to do it. Can something be created to resolve this issue?
Case Studies of Mature Implementations
Hi guys! This is an idea for the Zoho Community team to consider adding webinars/videos of case studies of top-flight Zoho implementations. I'm a new Zoho customer and CRM Admin. I do not have a great understanding of the how the full suite of Zoho products can come together in a fully integrated, mature deployment. I don't know what's possible, if that makes sense. What would be super helpful to me (as a new user) would be anyone who would be willing to share case study of how they have implemented
I can't assign a user to campaigns
When I add a user to campaigns, it says "The operation is not supported".
Zoho Books - general opinions and migration from Sage Intacct
I am looking at possibly switching to Books from Intacct and I suppose using Zoho for time entry as well. At first, I was worried about having all of our stuff in one place, but it would be easier. The feedback that I got from employees testing Zoho made it seem like it was a bit tedious to use the time entry function because you had to enter time as it's broken down in the project, so, for example, if you have an 8 hour day split into 12 tasks you have to enter time for those 12 tasks vs just entering
Join us for the Zoho Community Meetup in Netherlands
Hello Everyone! We’re thrilled to announce the launch of Zoho User Groups Utecht, Netherlands. We have an exciting agenda planned for you! This is certainly an event you will not want to miss. This user group is all about the Zoho community. We provide endless opportunities to share and learn with peers from every role, function, industry, company size, and beyond. Join us as we discuss some of the new and upcoming features and functions of Zoho One. Our team of experts will share tips and tricks
How to VIEW ALL PROJECTS in a Single Page and Log the Actual Hours
How to VIEW ALL PROJECTS in a Single Page and Log the Actual Hours ? I have tried all the different views but it seems I cannot log the hours in the way that is best for us. in the weekly Log Time view, you have to select the project and the Tasks assigned to you before you can log the hours. (Figure A), which, for us it is time consuming to select every project and tasks for each Row. Figure A: While in the My Tasks View, yes, all the projects and tasks assigned to me is showing, but you can only
Eliminar usuarios inactivos de ZOHO ONE
Deseo eliminar los usuarios inactivos de Zoho ONE, solo tengo un usuario activo y me gustaria eliminar todos los demás y las cuentas de correo asociadas a esos usuarios. Gracias.
Workflow & Sales Funnel
Good day, Where can i find training information on how to set up a Workflow, Blueprint or Sales Funnel in ZOHO CRM? Regards Juanita
Multiple Organisations
HI we are fairly new to the Zoho platform. So far we love it. WE were wondering if there is a possibility to run multiple organisations under one account. We have more than one business and would like to have it all under Zoho. We have some users like the key management team that work for both organisations and some staff dedicated to one organisation only. Just seeing if there was a way to have multiple organisations setup under one account so that key management team could have one login to deal
I want to change the super admin I'd of Zoho One.
I have purchased Zoho Mail for 10 users and it's super admin i'd is info@folkaholidays.com. After few days I have purchased Zoho One for 1 user with same super admin I'd then after my 9 users in Zoho Mail is got deactivated. What should I do please let me know.
ZOHO-One not as useful as one might think (for "Solo-preneurs")!
For single accounts it is not possible to collaborate with free-lancers, or clients on projects (or other ZOHO modules that are included in the ZOHO-One bundle). This is a statement by ZOHO: Based on this we can proceed with the licensing of 1 employee for your company, however please note that a single Zoho One license will give you access to only yourself for all Zoho Apps. So if you need any other person apart from yourself to access any Zoho Apps within your Zoho One account, then you will also
How can i remove specific application like ZOHO Desk from ZOHO one ?
Hi i am unable to access zoho desk. and "404 page not found" error display on screen while try to access the app. so i want to remove it and re-install/add it to my account .
Integrate Zoho with voice based applications google assitant, Microsoft Cortona and Apple Siri
Are there any plans for Zoho to with voice based applications google assistant, Microsoft Cortona and Apple Siri? Sudheer
LMS- Knowledge base as small videos with interactive training
It will be good if the articles under knowledge base are in the form of videos as well. It will be good if we can assign to the new users and be able to track the progress of if they completed or not. It will greatly help efficient use of tool for team members and at the same time will help zoho community more stronger. Tools like whatfix can be used to document the videos
Insuffi
I tried to place a comment/question on this forum, but I got this pop-up: I am properly logged in as usual. What does this error message mean? I read elsewhere about clicking "Potentials", but I could not find that word anywhere!
more than one query
What will happen when same client generates more than one different queries?
unable to sign up new users in Zoho One People or Admin
I have attempted 10 times over the last 5 days to sign up JUST ONE new Employee in your People and/or Admin Tool. when the New Employee get's "unable " screen from Zoho, I have deleted the account and started over... with no success.... VERY POOR 1st time Experience. NOW WHAT?
Is it possible to create a function to put the space in a UK postcode if entered wrong?
Is it possible to put a space or remove duplicate spaces in postcode entered into Billing Code? examples of incorrect postcodes: YO223BT should be YO22 3BT or if someone typed YO22 3BT > YO22 3BT etc... If this were javascript I would use: string.replace(/(\S*)\s*(\d)/, "$1 $2"); which would put one space before the last number in the string. Is it possible to do similar in a function?
SalesIQ lists wrong user as Owner
I'm my organization's owner (see screenshot). Yet one of my colleagues is mysteriously listed as the organization owner in SalesIQ. Both he and I are listed as Administrators.
Zoho One: Can't manage non-admin users
Purchased 10 annual licenses for Zoho One. Nothing but problems related to this buggy platform. The latest one is that when I (as Super admin) click on a regular (non admin) user in Admin Home (https://one.zoho.com/zohoone/securonet/adminhome#/users), it quickly flashes the "loading" dots, then shows "Select a user to view details." If I make a user admin, I'm able to edit the user record normally. We reached out via chat to Zoho, only to be told there is no chat support for Zoho One customers; we're
New User Cannot Confirm Account
Hello, I added a new user to our Zoho One account and the user received the Invitation email, however when he clicks on the "CONFIRM NOW" link in the email, all he gets is an error stating "site cannot be reached". Anyone who can provide some direction on how to correct this problem, we would GREATLY appreciate it.
Salessignals -Need clarification on use
Dear Zoho, New to your product offering. I am hearing that you can only get the Sales signals feed in your zoho only under certain conditions. 1) You are the owner of the record in zoho. So any record you own you will see if they visited your website etc, but NOBODY else in the company will get the notification. 2) If you sent an email out to a person in the database for example through a campaign, than you will get notification if they visit the site etc.but NOBODY else in the organization will
Mobile apps
My company is switching to Zoho One. In the iTunes App store, there is a One app and apps for individual Zoho apps. Should I use only the One app? Or can I use the individual apps? Does it matter? Thanks!
Migrate
Hi, I’m from Mexico, sorry for my English, I have a small business and I was using Filemaker 14. But since I use a MacBook and updated to Mojave, this new system do not open my invoices, and I would have to buy the new version 17 and it’s too expensive for my small business now, I would like to migrate to this data base, I already have an invoice designed, could I use the same design with the same input in Zoho? i read that I could do that or Zoho could do it for me what do you recommend me to
How to display day of the week
Hi, I'm a novice when it comes to Zoho functions, however I'm looking to make Zoho display the day of the week from a field named 'Start Date' and place the day of the week in a field named 'Day of the Week' within the 'Booking' module. Can anyone help please? Thanks
where are the files stored when uploaded to crm, projects, Cliq and books?
where are the files stored when uploaded to crm, projects, Cliq and books? couldn't find them and this will result in repeating to upload same files.
Join us for the Zoho Community Meetup in Switzerland
Hello Everyone! We’re excited to announce that the Zoho One Community Meet-up will be held in Switzerland this month. Don’t miss out on this opportunity to meet the core team behind Zoho One and connect with other users. Registration is free and is open now. We will discuss some of the new and upcoming features and functions of Zoho One. Our team of experts will share tips and tricks to help you get the most out of Zoho One. If you are curious to find out how you can run your entire business on the
Learning to work with ZOHO: It is difficult!
L.S. I have purchased ZOHO-One in January 2018. So far, I have not scratched the surface of possibilities and functionality that I think ZOHO offers. I still do not have the smooth running business that I would like to have. ZOHO does have tutorials, but, honestly, I find them lacking (sorry!). A well thought-out, systematic course that would address not just the individual applications, but also the overall integration, work-flows and best practices would be most welcome!! Since I am moderately
Zoho One- CRM's Blueprint
One single app to access all your data - ZOHO ONE Zoho One gives you the 360- degree view of the users in a single tap. Every organization may have several processes in place. Every process might be handled by different teams. Also, each team will be responsible for completing each stage. Having this in mind, we at Zoho One offer you the CRM- Blueprint which dictates how these processes should be executed. You might follow some process offline which is not captured in your software fully. There
Custom Applications-Zoho One
Zoho One assists you in creating applications to suite your requirements. This enables you to build your customized application. This can be done by Custom Apps (powered by Creator). Zoho Creator has a powerful workflow automation. Create apps for the web and mobile, or start by customizing pre-built apps from managing logistics to sales, to distribution, you'll find pre-built solutions that cater to every aspect of your business. Custom App lets you create personalized applications using a simple
Security Policies
Hurray! We are one step ahead!! Every business enterprise has diverse needs and requirements. Zoho One is one such software solution which can be just right in such a condition. This wise thing to do would be to customize the system for all your unique requirements. With Zoho One you have the complete administrative control. Zoho One has two types of Administrators: Admin : These admins have access to all applications and can also enforce org-level security policies. Service Admins : These admins
What is Zoho One?
Welcome Onboard, I'm all excited to talk to you all today. As businessmen, you are the decision makers. Initiating with a business idea, setting up the business, understand financial options, decide on your business structure, register your business name, create a website, etc. All of you handle day-to-day operations along with doing your sales, marketing, accounting, etc. With all this, productivity is the key. If you want to be more productive, you need tools to simplify and automate your business.
Communication /collaboration app
I am about to start a really big and complicated project. I also just signed up with Zoho-One (as Solo-preneur). I hope to be able to use Zoho to organize and coordinate this project. I recommended Zoho to one of my collaborators. Which app(s) should we use to communicate? Cliq, or another app? Or shall we stick to Slack, after all? Also, it seems that it is not possible to add collaborators to Zoho-Projects if you have a single account. How can I still collaborate with others?