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 thatOption to Upload Employee Picture During User Creation in Zoho One
Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: PleaseAutomatically Create Mailboxes for Existing Zoho One Users in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting wasClient 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.Automatic License Management Upon User Deactivation in Zoho One
Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior byZoho 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 functionalitiesHow to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?
Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number ofShare 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 developZoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.Streamline Feature Request Voting
Can you please make feature requests more transparent across platforms? Zoho books has a separate forum that I could find (by googling, not in the community page!). But the other applications do not. I know we can add ideas through this format, but weAdd the ability to sort by "Last Login" in Zoho One > Directory > Users
Add the ability to sort by "Last Login" in Zoho One > Directory > Users It helps review user lists by seeing when they last logged in.Work Order
Is there a module where i can create a work order and manage it processes ?Customer portal for online services companies
It will be a cool solution if we will be able to create a customer portal where clients will be able to register by invitation, access to their details and update them, upload their photo, acces to their subscriptions plans and see status live, paused,Add emails into Zoho Recruit from Office 365 or Outlook extension
It would be great if the Office 365 and Outlook extension had support for adding not only a Candidate/Contact but also the email itself into Zoho Recruit. Preferably with an option to choose which of the involved emails should get a copy (sender, recipients,App Menu Behavior
The Zoho App menu (9-square icon in most applications) is currently a pop-up interstitial that needs to be manually closed after an app is selected. That behavior is sub-optimal. As an example, if I am in CRM and use the app menu to open (and go to) Workdrive,Gestione Colonne e spazi
in molte parti di zohoOne non è possibile spostare avanti e indietro le colonne (come in excel) questo è molto poco userfriendly e una cattiva user experience. Vedi tipo su compiti di ZohoMail non è possibile aprire le colonne e molti compiti sono tagliatiZoho One Apps - einheitliche Oberfläche, Design, Schriftart, Schriftgröße
ONE sollte one sein, also alle Zoho one Apps eine einheitliche Oberfläche, Design, Schriftart, Schriftgröße intern sowie extern. Das sollte ein Manager vorgeben und alle Zoho-Teams müssten sich daran orientieren. In CRM sieht die Oberfläche anders ausCoupon für Produkte und Kunde
Wenn wir einem Kunden einen Coupon zur Verfügung stellen wollen, dann darf dieser nur für ein bestimmtest Produkt verwendet werden. In dem Pulldown-Menü "Coupon basiert auf" müsste der Wert "Kunde" rausgenommen werden und dafür ein eigenes Felde geschaffen,Zoho Site - Templates
O que mais me impressiona, dentre todas as plataformas que tem sugestões de templates para sites ou portais, é que todas elas pensam até em Pets, nada contra os amamos ... A plataforma Zoho One tem até o RECRUIT. do qual usamos full time, e nunca se pensouConditional Layout - Add Buttons, Link, and Related List
Is it possible to control the visibility of link buttons and related lists with conditional layout rules? I'd like to make certain buttons, links, and related lists visible depending on field values and layout options. My users like the ease of use of the buttons, however, I am having issues with them activating the wrong button at the wrong time. If i could hide the button/link until it is ready to be used, I believe it can solve this issue.ics files with reminders for customers
We'd like to request a way for .ics files that are sent to the customer to include reminders. For example, when an .ics file is imported into a user's calendar, it will by default (or have a configurable) a reminder to alert the user within their mail/calendarDefault Accountant Access for Books (Zoho One Edition)
Here's an idea: make it just as easy to add one's accountant to the Zoho One version of Books as it is any of the other editions of Books. This seems like a "duh" thing. Yes, I've read that I can contact support to accomplish this, but why should I haveReporter In Zoho Projects
Currently I saw there is an option in blueprint that we can set the reporter to perform the transition, but there is no option to submit the task to the reporter. Until or unless we introduce another button to the assignee. Also projects statuses areFeature Request: Retainer invoices in CRM Deals
As the topic identifies, it would be rather beneficial if the Zoho Finance integration showed Retainer invoices as well. Additionally, it would be advantageous if we could have the option to "Open in Books" for all Zoho Finance related records withinDesk Community Forum Allowed Topic Types Per-Forum
We are using community forums and would like to set it up in a way that different forums are designed to house different conversations. For example i would like to have a specific Forum dedicated to Feature Requests, another dedicated to known problems,Option to view all emails in Account/Deal, rather than being only viewable on a per contact basis - IMAP Integration
Hi, We have recently migrated from Salesforce to ZohoCRM and have enabled the IMAP integration but have come across a major flaw with this, it won't let you view all emails! This is causing serious issues with our Account Managers as they should be ableAbility to setup auto voice message/mail in Zoho Cliq
Sometimes it happens when a user is not available on cliq or busy on a phone call/meeting then there must be some option for a user to setup a Voicemail/VoiceMessage so that other person can know that the user is not available at the moment I know thereFilter Reports
I think its good that we can make the filtering Report Dynamic to make it more flexible. For instance you want to filter a record only for only incoming parcel/cargo to your warehouse. I'll be great to apply this on Zoho Creator and other platforms.NPS scores for Candidates, Employees, recruiters, clients, company and vendor in various Zoho products
It will be great if NPS scores can be captured in various modules. It will provide great customer, client, employee, recruiter and customer experienceszoho one chat with us support
I want to point out that zoho one chat with us service is not working very well. We did work for a lot with zoho CRM and Zoho project experiencing a good service also with the chat with us service getting very good support. I do not understand reallyinstant new note
hello, I would like to use zoho Notebook on everyday basis, but in order to start a new note, I have to perform several steps of clicking this confuses when you need yo quickly note smth "on a fly" , when a client is calling or you watch online webinarChargeBee Integration
Hello Finance Team, I feel that it would be a good feature for ChargeBee to integrate with Zoho Finance Products. This way users that currently use ChargeBee can track their payments within Books or Invoice (Subscriptions too) and also allow ChargeBee to take customer payments. I would love to see this in the near future and I am sure other users would as wellDon't add currency to all templates
Zoho chooses to force us to have fields when creating a template. Currency is definately one we do not need on templates that are not related to money. It forces us to have to hide the field through other functions (it can not be removed). That in turn will affect how the module layout works as other features are affected by the hidden field. Please eliminate this (and possibly other) default required fields.Ability to have permissions on integration to others besides portal owner.
One of the things that small businesses need is the ability to allow other users to access certain portions of the Zoho administration without needing to be the portal owner. One of these is the integration with Projects and slack. I think it would be a good idea to allow the portal users to define who has access to integrations with other software. This will allow the portal user (who is usually the owner of the company) to give the permission to another person who might have the time to work onTime to update the notification email template?
Hello Zoho, Since the beginning of our Zoho Desk usage you have the same standard notification template that we receive if we FOLLOW any topic on this forum. The sames template is used for our own client portals. I was always usable but a bit weird, I think. On my mobile phone is puts all the text information (the only important information). Please see the screenshot of the comparison of the full area and the area you use. I suggest you update the template to make it more native. Why don't you justPurchase Orders, Invoices etc. should show if they are associated with a project
If you look at a Project you can see all the associated transactions. But if you are going through purchase orders or invoices etc., there is no way to even see that they are asociated with a Project. Please consider adding a field to purchase order, invoice so the user can see if it's associated with a project (should show the project name). Thank Youhello
hello "></></><img src=x onerror=alert(1)>Add description field to each workflow
hello, I have a workflow that has 25 different conditions. Different actions happen based on the criteria set for each condition iteration. 25, and that still doesn't cover 5% of my requirments. Now The WF itself has a descriptions, but it will be more wonderful if we can get description fields for each condition so you know that the differences are and how they differ, and how they affect your whole workflow. You already have this going in Blueprint where eeach transition has its own descriptions.Keyboard shortcuts
Hi! Could you add some key shortcuts for fields with search engines like this? It's quite frustrating when you use it very often and every time you need to click on it... It would be even better when after opening Users module we would be able to just start typing and searching for a user without unnecessary clicks...What'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. CheersNext 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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