Create a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps
To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for thatWhen will Zoho Support Grammarly in its applications?
I use Grammarly all the time to write emails, content etc. It has become an essential tool to correct my work and help me present a consistent style. However, it doesn't work with many Zoho applications, including Zoho Writer. The Chrome extension does,Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldUnified 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 thatManagement of groups and users in Zoho One
Hi! From admin point of view, there are few quite frustrating problems with current design of groups and users in Zoho One. Groups Right now, we have groups in Zoho One, other groups in Connect and one more kind of groups in Vault. Users We add new users in People and assign to them department, designation, seating location, phone, etc. Unfortunately, those information can be found also in Connect but you need to enter them once again because they are not synced... Btw I prefer to add new groupsTasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks fromIndependent Contractors
In Zoho One, would I be able to have independent contractors collaborate with us on Zoho Projects, Cliq, Meeting, Connect, etc.? They are not employees, change, and often only join the team for a couple weeks as we complete specific projects.Product/Quotes with a Setup AND a Recurring (monthly) Fee.
Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product detailsZoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label featureZoho One UI != Zoho CRM Plus UI
I love the new UI you guys have created for CRM Plus, please tell me you guys are going to roll the same kind of update out to One?!Share Quote PDF File by Link (VOTE IDEA)
Hello everyone, Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process. I have created a reqeust about it and support team will developClient Portal Login With Registered mobile Number and OTP
This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks
Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit timeDownload pricebook products & details - not just pricebook creation date & name
We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives meService Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API callsZoho LMS
It would be greate if Zoho offered a LMS product. Learning managemewnt System for managing courses and training. I have heard you are building a training and courses module to Zoho People which sounds really good for training our staff. I would also like to train our customers on how to use our products. Is this on your roadmap ? Thanks MikeMake the Flexible User Pricing actually flexible - allow bundled apps to be licensed individually
The 'Flexible User Pricing' is not flexible! Please make it flexible. Allow bundled apps to be licensed individually. Although Zoho One offers nearly all Zoho apps, one has to choose which apps to include in the bundle when joining Zoho One. Any included app is forced into Zoho One licensing. The unfortunate implication of this is that one cannot add an individual app user license for any of the bundled apps. If you try to add a user in any bundled app, it will redirect you to Zoho One licensingCRM Blueprint Notification by Cliq
Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check CliqsUnification of email communication across all Zoho Applications
Hello Users. After reading these community posts for days, I would like to propose an enhancement to make all of our lives easier. It is about the outbound emails sent by any of the Zoho applications. @All readers: if you find this a valid requirement,Switch to providing a convenient Calendar solution
The IDEA: Please build up a single, central calendar solution where any of your applications will interface by default to make it easier and more transparent to the users and administrators. @All readers: if you find this a valid requirement, please don'tAllow buffer bf appointment
hello, Please allow for buffers before appointment. For instance appointments taht require local travel might take 30 min, but if I was in the office working on something, but the appointment is set right at the mark my task fisnishes, I won'thave timeZoho One Admin Panel API
Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalitiesWhat's new section for whole zoho one
Hi. After few months of following all apps websites (especially What's New section) I can say for sure that opening 20 tabs every week just to check whether there are any new features is quite annoying. Therefore, I would like to suggest creating one, common section for all apps with all news from Zoho One. It's not a big deal but it would be very helpful. Cheersdelete inactive users
Hi, can you delete all 14 inactive users in the data base? thanks sixtineHolidays
Hi! Could you think about adding predefined list of holidays for apps like People, BugTracker/Projects, Desk, CRM, etc. ? It would be even better if you would add one, central place for importing/customizing holidays for whole Zoho One. It's quite annoying to enter those information in every app especially when it's very standard feature in most of modern software. Cheers.Standalone LMS tool
Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?Quote Template - Need to add a 2nd Pricing Table
I love the ability to have a pricing table in a quote template that allows for products to be added to a quote. However our business is a SaaS business where we have 1-time charges for setup or training and monthly recurring revenue for the subscription.Are there any plans to add Triggers for Subform edits?
By The Grace of G-D. Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?Zoho 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 ourZoho Telephony Product
Does Zoho have plans to introduce a telephone product of it's own? Like Freshdesk & Zendesk This would be so helpful because the providers that are integrated with Zoho Marketplace do not meet my needsdeveloped an MCP server and can retrieve data from ZohoONE
https://x.com/Mac_nishio/status/1908715535585714481 Now that we have developed an MCP server and can retrieve data from ZohoONE, we can do corporate analysis for anything with just Claude. This is "Please connect to ZohoCRM and get a list of businessIntroduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, OmnipagePlease add What's New Page so we can track updates
hello, can you guys create a what's new page so your users can track how the application is being updated. Thanks.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."Super Admin Login as Another User" for Zoho One
Dear Zoho One Team, We would like to request that the "Super Admin Login as Another User" feature be extended to Zoho One, allowing Super Admins to access user accounts across all Zoho One applications. We understand that this functionality is currentlyAudit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,Add a download link for a PDF per product on quote template
Hi Guys, We are sending quotes via CRM (Zoho One). Nearly each line item on our quote has a dedicated PDF fore technical information which we then attach with the PDF quote before emailing. All these PDFs are also on our website. I would like to add aZoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.Shared Client Logins across portals / One portal for all apps
I'm new to Zoho and trying to find my way around. Most, if not all zoho one apps have a portal. Is there any way to achieve either of the following?: 1. The end client has a single username and a single password they can use across all portals e.g. helpMake Zoho Sign Pricing More Scalable
Hello, As a Zoho One subscriber, we love how Zoho WorkDrive grants us more storage as our licensed users increase. It makes sense that we're paying for another user license and therefore we receive more storage. As we are preparing to move over to ZohoNext Page
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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 ZohoLog360 Cloud is now integrated with Zoho One!
Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to Zoho
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Zoho DataPrep switching Date Format
When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"What is your opinion of the new UI?
Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?Is there any way to send an Excel received by email to Dataprep?
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, loadsWhat functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?
My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
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How 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. ____________________________________________________________________________________________________________
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