Integrating Data into our CRM
We are using ZoHo as a company. On the CRM there is the Accounts Module. What I would like to do is to pull data into the accounts module when the account record is viewed. Through an API we have written you can use a GET to pull back a Health CheckHow to ensure Emails are sent to New Leads Instantly when it is created in CRM through Zoho Campaigns?
How To Ensure Emails Are Sent to New Leads instantly when it is created in CRM through Zoho Campaigns?Impossible to change any expenses when tax report is done
Often, I'd like to change the account in a transaction.. I don't want to change de transaction... just the account and it's impossible to do in ZBooks... this is quite annoying as a bookeeper... in quickbooks we're able to modify everything and i do manualRecebimento de Email
Boa tarde equipe Zoho mail, por favor necessito de ajuda com minha conta, não consigo enviar email e também não estou recebendo email no zoho, conferir meus registros MX e estão todos instalados, não sei mais o que fazer ,preciso que me ajudem. ObriProblem Outgoing Mail Blocked
Good day! I have the same problem: Reason: 554 5.1.8 Outgoing email blocked. I am sorry if I made a mistake, I have reviewed the policies and I am more aware of the proper handling of the platform. Please, can you help me by enabling me to send emailsCannot get the Payment Surcharge Option in Zoho Books Sales Order
We are syncing data from CS-Cart to Zoho Books. We are in a situation where we are unable to sync a COD Surcharge option under Sales Order. CS-Cart is having the Surcharge option as shown in the attachment but unfortunately in Zoho Books->Sales ORderZoho One is not loading in any of my browsers
Hello, I am experiencing a troubleshoot in my Zoho One account. Currently using Chrome and it does load very very slowly and even not loading at all, neither Zoho CRM, Forms, Sprints... I have tried in other two browsers: Firefox and Safari and deleteA session already exists with a different user, sign-out from the existing session and refresh to continue Error on new user confirmation
created a new user, email was generated for them to respond to, they get this A session already exists with a different user, sign-out from the existing session and refresh to continue Error on new user confirmation How can I get them successfullyE-mail while on a computer
When I log into my Zoho Mail on computer, I can't check my inbox. My mail is stuck on an e-mail draft. I can't close the e-mail draft or do anything. I can send e-mails from my phone though. I am not sure what to do.Default Dashboard
Hi, I'v created my own dashboard vue, but everytime I go back to the Home (Welcom Page) on Zoho CRM, I have to change the view, it always return to another one, not my own or classic view. Any idea ? Thank you ! Regards, Romain.Before you migrate from Gmail to Zoho Mail read this.
We recently migrated from Gmail to Zoho Mail and found email intermittently stopped syncing with CRM. This is the response from Premium Support; "if you want the email to be shown in record then you will have to unarchive the particular email" "either you can unarchive and see it in record and if you want all the archived emails also to be seen, then we would suggest gmail". Surely Zoho could provide a better answer than that. Any one have ideas?
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Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.Domain restriction for User Management actions in Zoho One
Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organizationIntroducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho 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
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Zoho DataPrep switching Date Format
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Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the savedLooking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule
Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loadsZoho Projects - Add Feed to Project Tabs
Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you canZoho One Unified Portal - Applications
Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
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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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