Attachment Section of CRM
Hello, It would be great if there was a drop-down field where you could label what each attachments is when added. Then, you could use this drop-down field to create workflows or reports. For example, in our deals module, when a PDF called a "POE" is
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't
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Vacation that overlaps calendar year
How do I set up Vacation so that requests that overlap calendar year's do not remove vacation allowance from the current calendar year? (We refresh the # of Vacation days January 1st of each year) Example: Jane has 3 vacation days left in 2023 Jane request
Zoho CDM Sync w/ Campaigns
I can't get Campaigns to sync with Zoho CRM. Under Contacts > Sync, Zoho CRM has a grey dot in its box that says "Accounts not associated", however if I click to "Associate New Account" I get an error that states "Organization is already integrated".
Cant add Zoho Campaigns to Zoho One
In Zoho One when trying to add a new app it says "pending for approval" next to the campaigns app and when hovering over it, it shows request access which also doesnt work. How is it possible we dont have access to our own zoho campaigns? When going to
Appending Data Export not working
I am trying to export data on an hourly basis from Zoho CRM to Zoho Analytics to Zoho dataprep then to a SQL Database. I originally set up the export to Append the data but this deleted all data in my database and only exported the new rows, I then changed
Multiple Organziations in Zoho One
Hello I am using Zoho One to manage my organization (Books, CRM, Inventory, etc.. ) . Now I will open a new branch of the same business but in different country and different products stack and different employees. I tried to create multiple organizations
Anybody else have problems with keeping up with Zoho Tickets due to closed status?
So many things have fallen through the cracks because of the way Zoho handles tickets. I open a ticket and whether or not the issue is answered immediately or if Zoho has followup questions or requests a meeting, the ticket is closed as soon as they look
Zoho one how many mail boxes ?
How many shared mail boxes are included in team inbox for zoho one?
How do I track payment to subcontractor with tax withholding?
By our state government law, we are required to withhold 4% from payments to subcontractors who have ITIN instead of SSN or EIN. How can Zoho One help me with this? We already use Zoho Payroll for our employees but getting a new subcontractor with ITIN
I am very dissatisfied with the results of Zoho Books and Zoho Inventory
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
Use single sign-on for end customers to manage Help Desk access
Hello, imagine this use case: the customer login into our e-commerce using single sing-on as he's logged in using SSO, he will also be automatically logged in the Customer Portal hosted on Zoho Desk I see there's this app (https://www.zoho.com/identity-management/
Is it possible to create subform rows in a Zoho CRM object using Flow?
If so, how?
ZOHO account for partners
Hi, Can we have a partner login account which validates partner tagging with the customer account allows access to configuration /customization etc. this can still have an OTP verification with customer account owner. Please give it a thought as it is very difficult to ask customer to share credentials every time when there needs to be some changes in the application.
Adding time in a table in writer - For building timed agendas and scripts
Zoho Hive Mind I write scripts for workshops. They might look like this 8:00 am - 8: 15 am 15 min narration 8:15 am - 8: 30 am 15 min narration I can put this information into a table and add the times manually. Sometimes I use a spreadsheet so that I
Content Management
What suggestions does anyone have on how to manage, organize, sort, display, tag data across the Zoho One suite to include TrainerCentral?
Creator form display error in Chrome
I'm having a problem with a single specific form in my app. There have been no changes to the form and I have tested by turning off any associated scripts, but nothing has changed. Through some different device I have found the issue to be that this page
Zoho Premium not responding to messages
We have reached out to the following emails with no response : premiumsupport@eu.zohocorp.com premiumsupport@zohoone.com My company pay for premium support but so far have not even recieved an acknowledgement of our emails: Raised 22/06/23 10:40 Updated
User activiation issue
Hello, Why I cannot play with activating and inactivating users ? It says that I can max have 12 active users due to what we have in our subscription but it prevents me to active more than 9 users. What's going on please ? See attachments Thanks Jos
Zoho Scripts are slowing my websites
I currently have my websites hosted by siteground which points to our firewall sucuri which has a CDN to speed up our websites. The zoho scripts that we use for zoho marketing hub, zoho sales IQ, zoho campaigns, and even the zoho cdn are slowing my website and failing upon testing for website optimizations https://www.webpagetest.org/result/200723_KJ_700581267ccb6090435c548a116ed6d0/ Could you please help me and direct me to how I can optimize these scripts? Its really dragging down our website speed
Exclude some contacts from personalization
Hi. I want to personalize our e-mails using "Hi {First Name}". However, some of our contacts did not fill in their full first name, but only their initials following by a dot. Is it possible to exclude all contacts with a dot in their first name and show
Swap Routing Emails Through Zoho Instead of Microsoft 365
Hello, right now I am using Zoho One with Zoho Team Inbox but routing emails (also using sign in) through Microsoft Office 365. I am thinking about leaving office 365 and using only Zoho One. Can I route emails through Zoho Mail or other Zoho Apps, are
Payment Reconciliation
Hi I need some help please. I am looking for a platform which can do the following tasks 1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accounting
Super Admin has to contact administrator??
Received this error trying to set up the Tasks App.... but I'm the super admin of our org. How do we get around this?
Zoho Lists/Subforms
Is there a way to do a sub-form or is there an app, but with a pre-filled list? So clients only need to enter the data? I've got a Lookup field, but its no good if they don't know what to look up. Also, is there a way to do a list, like the Trade Contacts,
Overlapping Zoho Apps
I have always loved the idea of Zoho One but always felt the individual apps were lacking but in my most recent assessment, found the apps especially Projects, Cliq and Mail much improved and we've now headed down the path of moving towards a Zoho One
2 questions and consultant needed for customization for business
Hello, I have two questions I would like to ask the community. We have been a Zoho One member since June 2018 and love the applications and flexibility for smaller business. Our busiest time of the year is right now and all of our properties are full. This has allowed me to begin phase 2 of Zoho over the next 8 weeks. We are a property management company specializing in overnight vacation rentals. We use a middleware/booking engine for 2 way integration with the Online Travel Agents (OTA's) such
Owner Email Address. How Should I set it up?
Hello, I am going to have all company-related operations under Zoho One. Right now as I can see on Zoho One config Zoho Organizacion owner is selected from the employee list. The employee that is the Owner has his Zoho Account Profile linked. That Zoho
Selling COURSES and MEMBERSHIPS using Zoho products.
Hi guys, Courses and Memberships using ZOHO products. Has anyone been able to make this work? I want to know if anyone has found a combination that works for them. I am a course creator, I also sell ebooks and other related info products. I have been trying to create a course site with membership options for a while. TWO BIG challenges. Stripe and Paypal are not available in my country. This challenge alone rules out most hosted platforms like Thinkific. Payment gateways available in my country are:
I want to unlink my zoho one account in marketing PLUS
Hello, I currently have a zoho one subscription with all the zoho apps. I was doing well I used zoho campaigning, zoho social, pagesense all the apps at the marketing level, my mistake was linking it to marketing plus thinking that it was going to unify
Change Candidate Status Forms to Recruit
Hi, There is a field in the integrations page of Zoho Forms to Zoho Recruit that says 'Candidate Status' I have mapped this to a field in Zoho Forms, when a form is submitted it updates all the fields except the 'Candidate Status' field. Why is that? Evan
Sending JD along with Offer as attachment
If i want to attach the JD along with the final offer, while sending it to the candidate. Is there a way to ensure that the candidate signs and acknowledges the JD also along with the main offer letter?
Value of Orderbook
I am not sure how to do the below in Zoho Books (or in Zoho CRM) When I win a project, for example £100,000 value, that will be converted to revenue over a period of months, so bellow is how I would like to report (somehow!!) - Tender submitted, £100k
How to create a new list based on user data
Hello, I'm using Zoho one. How can i create a new mailing list based on user data? For example: New mailing list for all the users that signup between 01.01.22 to - 31.12.23 Thanks
I can't edit my workflows.
Every time I need to edit a workflow it won't let me. It tells me to contact zoho support. I already did it and the only solution they gave me is to remind me how to freeze and edit a flow (which I always do, but it hasn't worked for a few months). I
Zoho Support
1) Question: Where is the best place to post issues and questions regarding Zoho Apps if we are a Zoho One subscriber with premium support? Here? or in the individual product forums. 2) As a customer it's very hard to manage a list of support issues when
Disable "Conversion" Button for Leads unless a specific set of values is provided
Hi Everyone, I am sure you also know the problem of ensuring that only complete and correct data sets are transferred to further status or even further data types (Lead -> Account). What i would thus like to do is the following: Create a validation that links the ability to convert a Lead to a list of must-have fields filled out completely. Example: Due to the inability to have different sets of mandatory fields for different status (via masks) i currently only have a minimum set of mandatory
Why is Zoho One Support So Terrible?
This is sad people. I've posted on here over 10 times PLUS made over 10 calls PLUS made over 10 email requests now for OVER TWO MONTHS. I've been begging Zoho to sign us up for premium support. I'm begging them to take a lot more money from me. They refuse
ZohoOne renewal
Good afternoon I request support to create email accounts for the moment we are not using ZohoOne and we have looked at how to remove the subscription to only have email accounts is it possible to assign an advisor.
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