After installing Zoho One Auth, my CalDav won't accept my password
After installing Zoho One Auth my CalDav won't accept my password. How can I fix this?
How to organize a meeting with several decision makers -(participants) from the same company?
Hi The case is quite common of a meeting to be organized with several decision-makers of the prospected company. From the CRM, the invitation is sent to a main contact in the company who should be able to invite other participants in turn. If a link is
is Zoho capable of organizing all of my activity in one place ?
the question is - is Zoho capable of organizing all of our activity in one place - not just the plugins separated, but actually connect activity from LinkedIn posts/ads/website posts to one event or PR, for example . i want that zoho will give me all
How to clear up Mail Storage
My User Profile says I'm using 3.78 GB of storage and I have fewer than 100 messages stored on the server. How do I find what is taking up the storage space?
Création de Landing page ou page d'atterrissage est-ce réel ? depuis Marketing Hub ou Zoho Sites ?
Bonjour J'ai entendu parler de l'intégration de la fonctionnalité de créer une landing page depuis Zoho Je ne trouve pas cette fonction Des infos ? Merci
Running multiple businesses within one organisation.
Hi all, We currently have two separate businesses within one organisation. One of the businesses has a full Zoho One license while the other has a Projects & CRM license. Both use the CRM function in completely different ways. 1) Is there any way to
Set Different passwords for Different Zoho Apps
Dear Zoho team, I am using Zoho WorkDrive, Zoho Email and Zoho CRM. I would like to have different passwords to Login these apps. Please suggest how to do it.
Wordpress email issue
Hi, I checked many threads on this forum and many people are having the same issue, definitely, the cause of the problem would be different. My mx records are fine and since these are external emails, so have done appropriate settings in my hosting as well. The emails still won't get delivered if sent from a website contact form. I found out about the Zoho plugin from one of the topics. I tried that and it gives me an error saying 'Invalid From Address' while configuring the plugin. I had also
Automated Email Workflow based on no responses
I’m trying to see if/how the following scenario is possible in ZCRM. We manually send an email proposal from the opportunity/deals module. We want to send series of follow up emails workflow if no response. IF we get a response (simple reply back to the email) at any point though, I'd like to automatically stop the workflow. I’m curious how others have set this up. Thanks for your insight! I am trying to figure out how to automate where if a contact responds to the proposal emailed to them (in the
Zoho One Trial - initial log in to open application not working
Signed up for Zoho One Trial, and opening page not progressing....need help.
Pulling the terms field from an invoice
Hello is it possible to pull the terms field from a specific zoho books invoice through deluge. I am trying to pull it but it does not show up in the JSON file when I pull all the fields from the invoice. Below is the field I am talking about.
"Downgrade" Zoho ONE
We want to change the version of zoho ONE, we only use 4 apps and we think it will be better to adapt the version, how can we do it?
How to form record from crm to people
Hello Every one. I want to create record from crm to people form In crm i have module product which contain several field . when the record create in these field it should be reflect in the zoho people form with name as incentive.
Zoho One Dashboard and CRM information
Hi there, I have just configured my zoho one dashboard and included CRM info on the tiles. Pic 1 Also when I include the Knowledge Base Tile - the drop-down sector is in French, not English. Any advice, please. Ty
Ability 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 there
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 a
Campo fecha en Español
¡Saludos! Creó un formulario para reservar citas médicas. Requiero que el campo fecha que viene por defecto en zoho form se encuentre en espanol! Podria indicarme como? Gracias
Get all Quantity in subform
Hi, So I have a subform in my Form I would like to get all the value of the column Quantity in my subform and add it For example in my subform Quantity Price Description 1 200
Zoho Books Automation - Set Defualt Language Templates upon Language Selection
Hello, We are looking to implement an automation function. When the portal language of a customer is changed, we would like to update all of the associated PDF templates and Email templates for that customer to match. e.g. within a customer object, we
Multiple business entities through one Zoho account
Hi, We currently have a Zoho One account for our business but are expanding and need to include a new entity. We want to keep the two entities separate and ideally be able to use the one Zoho One account but switch between the two entities when needed.
Zoho One Dashboard
Hi, Is anyone else having problems with the loading of the Zoho One Dashboard? Mine is freezing during the loading process and not loading. I have cleared cookies and cache and temp internet files. I think the dashboard is awesome, but I would love it
facing issue on CRM while creating activities.
Hi, I am facing issue on CRM while creating activities. I logged in crm with the admin role and creating activity with deluge function. Activity is created with currently logged in but their is also mention created and modify by super admin user. I
Month count
I would like to add a column to my table that numbers the months from the start of our records to the last. So if we started in January it would be January, 2021: 1, February 2021: 2, March 2021: 3 and so on. I mainly need this for a calculation I would
Inbound Calls not always syncing with an existing contact record
Inbound Calls not always syncing with an existing contact record - could I - Any suggestions on how I can overcome this, apart from manually updating each record? Will this not happen if there is a duplicate with the same number?
URL download link
Hello, I would like to create a link to download a file from another module in CRM. I will bring together many download links from another module to one subform in a different module. What is the URL pattern to use? Thanks
Zoho Books Payroll
Hello, We have been doing our books on an older version of quickbooks and we thought we would try Zoho books for a bit. For the life of me, I cant find out how to add an employee along with W4 info etc. In quickbooks this is simple to do, stupidly simple.
Advantages and Disadvantages of migrating to Zoho One.
Hi everyone, I want to share my experience with the transition from Zoho bundles and standalone apps to Zoho One. I guess first I'll talk about why I migrated. Well that was pretty easy, I saved money in doing so. I was paying $159 mo. for Zoho Creator with Customer Portal, 2 users on CRM plus @ $120 mo. in addition to 5 users on Zoho mail and 2 users plus 1 external (accountant) user on Zoho Books. So all in all, I expanded my capabilities and reduced cost. I currently have 6 Zoho One users and
Zoho Creating duplicate tasks on Save
Duplicate tasks - so when i am in a workflow and set it to create new task, i then set the task but when i hit save it dosn't do anything.. i have to X or just close the task, then i have to hit create task again and go find it (that is one issue, i can
Report showing YOY Growth By Period?
Is it possible to have a report that shows the growth over the same period last year, like with the seasonal, but including all months? The seasonal works great, but you to choose a specific month. I'd love to either show all months, or be able to use
What is the difference between a Push Notification and a Bot Notification?
What is the difference between a Push Notification and a Bot Notification? I know Bot notifications show in Cliq. Where is Push notification presented?
Sdk vs Curl which is better for durability and stability of a web / desktop app
the is more like an open discussion than a question, i'm currently working on a new project using a new API that i never worked with before (Zoho), I have no problem with the sdk or anything and i was able to make requests with curl with no problem, the
Aggregate Sales Order at the end of the day to create one Purchase Order
Hello, We have a requirement to aggregate (merge) items from different Sales Order at the end of the day (based on schedule) to create one Purchase Order per day. How do I build this in Zoho? Thanks!
Unattented access maximum computers ?
Hello ! I'm a very happy Zoho One customer. I enjoy working with Zoho Assist now and unattented access is a really nice feature ! But now it seems I can't install it on more than 10 computers.. Is it a limitation when using Zoho One ? When I try to (test
How Zoho One is a Game Changer for Your Business?
An operating system designed for businesses, Zoho One is business process management software that organizations can use at an affordable price. In addition to offering a wide range of innovative business solutions that help the business owners and administrators
Writer Automate Update: WARNING!!
In the new update to Writer, when using the Automate Tab (merge docs, sign, or form submission), Zoho has made a change that you MUST select an Automate Template! Once you choose, you are THERE FOREVER!! NOT EVEN ZOHO TECH SUPPORT CAN ROLL BACK THE SELECTION!!
Marketing Hub, Tracking, Reports and ZoHo
Greetings. It is nice to have access to 80+ apps, and now a "new" version of zoho One. But here's the thing, it is impossible to have ANY faith in anything zoho, when the apps you have do not support the same reporting from one app to another. Case in
Pre built function failure: thisapp.portal.assignUserInProfile();
Hi, I have a function that automates the process of creating an account for customers for the customer portal. The problem is if a blocked email address is passed through it ends the whole function. This displays a huge error message and its non-developers
blueprint alternative
Hello, doing setup for a company in the Apparel Industry... Having a hard time figuring out which module i would get the most benefits from - Flow, Orchestly, or possibly projects but i think either of the first two will work just not sure which is better
what is the value of request.Headers["Authorization"] = "Zoho-oautht ......";
Hi, I trying to add account to zoho crm by using API, as below: HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/Accounts"); request.Method = "POST"; request.Headers["Authorization"]
Reducing users to match the license bought
Hi, my name is Vendrdi, I have been using Zoho one with a license for three but I wanna reduce it to one since I dont have other users that use the platform other than myself. I need help reducing the users to one have the license match the users. My
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