which zoho app works for car rent company
Dear all, I'm just new in zoho and still exploring the apps. would kindly request your help to advise me on which app(s) work well for a car rent service company? mainly the operation, then I can consider the finance and HR lateron
Can't verify DKIM and SPF records in bigrock
I'm not getting emails properly as i've entered DKIM and SPF records in my bigrock. But i can't able to verify the DKIM.
upcoming events widget only shows one week
The Zoho One dashboard widget "Upcoming Events" doesn't display any events for the day of. It will only show future events. What gives?
Data Reports from Zoho Social and CRM interaction, from lead to sales
Can Zoho ´Social interact with CRM in an way that can generate automated reports about the leads, how long they take to convert into sales ? Also I would like to know it we can set period of times (including previews digital marketing campaigns) not only
Zoho One Commerce Site
Our site has been inoperable since at least November 10th. I have made numerous calls to technical support to get an update. EVERY time I call, I am being told the same thing...they are working on it. Give us one or two more days. It has almost been a
Zoho Books for Online Dropship Business
Hi, I have searched and could not find my exact problem. I am in the USA and running an online dropship business. Basically I am just listing the products on my website, customer makes the purchase and pays through the checkout process, I get a copy
bilingual job posting
Hi, Can somebody help me with this? we need adding a second rich text box into Job opening layout. This is for having a rich text field , one for French job description and a second for english job description. Also, is it possible to remove fixed fields from the text box Thanks
How to remove a contact from a workflow after booking a Zoho Bookings meeting?
Hi, We want to use a Zoho Campaigns workflow to try to move middle of the funnel leads to take the next step and book a meeting with us. We also want to use a Zoho Survey as a way to gather information to qualify them. We sell Business English courses
Custom Layouts for Meetings
I would like to add a custom field at Schedule Meeting Layout. I find an article is on Zoho Sprints, but the setting is different on Zoho One. https://help.zoho.com/portal/en/kb/sprints/collaborate-with-your-team/meetings/articles/custom-layouts-for
Password Reset email doesn't go from our domain from Address
Hi Support, We have activation and deactivation emails available for the Help Center and have the DKIM rules set up so that ZohoDesk can send emails with legitimate "send from your registered domain" email addresses. The reset password request is sent
Can I create a contest for non-users?
Is there a way for me to run a contest for non-users?
Can Zoho CRM/Projects be setup to coordinate Real Estate transactions?
As the owner of a real estate transaction coordination company, I am interested in utilizing Zoho to streamline my business operations. My goal is to consolidate various tasks and automate the management of contract milestones. This will help me to better
Zoho One Premium Support
Can someone at Zoho tell me why you are charging thousands of dollars for premium support and cannot be bothered to answer ANY support emails?
How do i pay for my zoho one account
How to pay for my zoho one account?
Enterprise Support
We signed up a few days ago. Is someone going to reach out form our support team? how are we supposed to onow who is assigned to us
Share knowledge base with external people with protection
Hello there, I would like to map the following in Zoho. We have some help resources and would like to make them available to external people. However, these external people should not need an individual account or have to enter a password manually. The
Insert variable not showing on 'To' field
Hello, I want to create email triggers to be sent out to respondents of our survey as soon as they complete it. I also want a variety of email triggers to go out depending on the answers the respondents submit. We do not however have an 'Insert Variable'
Receiving an error when trying to duplicate a dataset
Receiving this error message "Duplicate dataset has failed. The data connection Zoho Analytics which is the data source of this dataset is no longer shared with you." When resharing access, it says I already have access. So why am I getting this error
Big Latency on my flow
Hello, I made a flow on zoho flow started with a webhook. every time i receive a call, i sent data to my webhook on zoho flow. but some times, it receive the data from webhook but it takes like 2 minutes and more to go forward the following of the flow
SMS Campaign add optout link in Zoho Mkt Automation
Hello How to add a optout link in SMS campaign in Zoho Marketion automation like in Zoho campaign ? regards
Logo disappeared from our quotes
Hi I have uploaded our company logo and inserted the field ${companyLogo} into the Quote template. When I preview or export to PDF the image does not show, only a blank spacer where the image should be. this was there and has been working for 2 years
Zoho Campaigns with 100,000 Contact and top up for each 100K to 500K
Hello everyone - I'm asking if i subscribed at Zoho Campaigns with 100k contact then i need to add another 100k what will be the cost ? - What if i subscribed at the 500K contact from day one what is cost of adding contacts above 500K ? - If i subscribed
Applying certain templates base on customer.
Hello everyone, So I know we can set default templates in the customer like this: So the issue we are facing right now is the following. We made templates for all communication since we are dealing with French and English customer. So if I make a sales
How many stores are included with Zoho One plan?
I was hoping to be able to have more than 1 stores as specialty sites instead of putting it all on one, how many stores are included in zoho one plan? I saw this thread, but that doesn't really specify if they are included, only that they can be created
White Label option
Is Zoho thinking of developing a white label product? If not, would you guys consider this option?
Zoho CRM and MA2.0 - How is the new sync working and what is best practice?
Hello, can someone please clarify how the sync is working. As I understand it: All Leads in a module are synced to MA, Changes in CRM are instantly synced to MA Changes in MA must be pushed to CRM Lead-Score, OptOut and Lead-Stage are pushed automatically,
Zoho PSA
Zoho does not have a good way of handling complex billing for professional service firms like engineering, IT or legal. The PSA functions I outline would also be useful in Service Desk Plus MSP. The settings in books, desk and projects all do some form
Zoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. Button
CRM & Recruit
Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho Recruit
Converting Leads to Contacts
Hello, Anytime we convert a lead to contact, it auto changes the contact owner to the CEO's name even if it is assigned originally to the correct lead owner. Even with our lead and contact assignment rules it still changes it back. Is there any insight
Lazy loading images
Hello team, I've noticed that Zoho sites has the capability to lazy load images. Can someone please instruct me on how to select this? Thanks L
Trigger Workflows on User module actions
How can I trigger a workflow upon the new user creation? For Example, I might want to run an API query to obtain an information about the user from the other system, and then save one of the response parameters in the custom field of the user. What would be the best way to go about it?
GMAIL API and Zoho Creator
Just wondered if anyone has had any experience with this. There is lots of detail on the Google API website which I can work my way through. What I am after is just some basics on where to start with regards Zoho Creator. I know it will be the postUrl command, but really not sure on how to format the calls to the API. Any help or just pointers would be great?
Using SMS received as a workflow trigger in Recruit?
I'm trying to set up a workflow in Recruit and need to set the trigger to be when a Candidate sends an SMS in. I can work out how to trigger on Email received (or at least on create/edit with a condition of Email) but how do I trigger a workflow on SMS
Zoho One account to move to 2.0
Hi, I'm a Zoho One account and tested Marketing Automation a year back and ended up not using it and when with Champions. Can I close my current Marketing Automation account open a new one in 2.0 and start over with it? Thank you for the help.
Zoho One - Use Project or Bigin for that?
Hello, we're testing Zoho One for our needs and if I get an answer and it works we're planning to upgrade to the full version for all our employees. I cannot understand if it fits this need. Basically we'd like to use Bigin (or Project) to take care of
Effect of changing Department name
Hello, We have a department in Desk that we would like to change the name of. I am reluctant to do this due to being unaware of how this might effect current tickets in the queue, assignment rules, agents assigned etc. Can someone please let me know what
Restrict some Agents access to some Accounts & Contacts
I have two agent types: Full Agent Customer-Specific Agent I want Full Agents to be able to access all tickets, contacts and accounts - I can get this working fine. I want Customer-Specific agents to only access tickets and contacts specific to ONE account.
Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use the
Zoho SAML Assertions
Hi, We're currently using our IDP (Identity Provider) to authenticate our users in the Zoho Help Center. The authentication process is functioning properly, but we're experiencing an issue where the First Name and Last Name fields are not being populated
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