can't see scheduled posts
Hello! My company has a few people posting to our social accounts. When I go into the "scheduled posts" section, I don't see what the others have scheduled out. Would someone be able to help with this, please? Thank you!! Katie Senycz
Based on Names we need to get id
I have a form named as " contact" i have field " client name" if i gave client names as "Ashok Kumar" then client id must be as " AK-1", 2) Arjun Kumar - AK-2 if the first letters are same the number should be increased like ws-1,ws-2,ws-3
Structure for a business with clients enrolled in different courses
I run a business that offers group lessons for a coaching service with different set 'courses' Each course is a set product with a price, but I would like to have a seperate object for tracking the specific course including the duration. I managed to
Setting a Budget for Expenses
Greetings, I'm new to Zoho Books (2 days old). Sorry if this is a newbie question! Is there a way to set a budget for expenses? I'm finding lots of forum posts specifically about setting Project-related budgets, but I'm not finding ones about setting
No control or blank screen
Hi. If this is the wrong place for this please let me know so I can get to the right place. So me and my team were testing unattended access out and sometimes have a couple of issues One is not being able to control the remote computer, or more accurately
Workdrive CRM Extension iFrame/Widget is completely unusable
Am I the only one who finds the Workdrive CRM extension to be completely unusable lately? The iFrame/Widget for the related list on any record or module loads endlessly and I cannot remember the last time it populated with the files or let me upload
Cant add a second domain
help
Does Zoho One include Zoho Wiki?
Does Zoho One include Zoho Wiki?
New Zoho One Interface
This is both a warning and a heads up to Zoho One staff. The new Zoho One interface has a TON of bugs and I only had it on for 5 minutes. I tried creating a new dashboard and was not able to add any Apps to it for quick access like it said I could in
Save email/zoho desk attachments to Zoho Workdrive
Hello, Would it be possible to save attachments from Zoho Desk emails with certain criteria to a Zoho Workdrive path automatically? I saw a ticket where you could convert email attachments to ticket attachments, but I am looking for a step further here,
Deluge Functions
Hi All, I am in the process of setting up Zoho CRM (Professional Subscription) for our organisation as a replacement for Microsoft CRM. We have a fairly limited usage of the CRM functions, essentially just recording and managing Quotes. I am trying to
Sync time between data in analytics and books
Does anyone know the sync time is between data in analytics and books? Also do you know if this can be adjusted and if so how? Using Zoho One - Thanks
Job association
Hello, When we are on a candidate page, if we want to associate him/her to a job, it opens all the job openings created in Zoho Recruit. I know we can filter on the left by selecting the status of the role (in progress, ...) But it would make more sense
Enviro Recycling EHF Fee's
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
Great Alternative To Zoho Certified Partners
Have any of you struggled with hiring a Zoho Certified Partner like we have? We've tried to hire numerous Certified Partners but have been blown away with their lack of expertise. I guess just about anyone can become a Zoho Partner because I've tried
Changes to User Interface in Zoho CRM without notice causing errors and frustration
The UI for sending mail in Zoho CRM changed as of this morning with no notice or documentation of the changes made. This interferes with our call integration as it forces the mail view to be inset inside the CRM window with the position locked and no
Having a single team manage 2 organization
Dear Zoho One, We are two companies running different business (service and sales) in UAE. Let me explain - Company 1 - A contractor Company 2 - A consultant, Service company Marketing, Sales, Projects, Accounts and HR are individuals working for both
Changement de domaine
Bonjour, Mon entreprise a changé de nom il y a peu et donc changé de domaine. Je sais que pour mettre l'adresse avec le nouveau nom domaine, il suffit de mettre l'adresse en adresse secondaire puis l'élever en adresse principale. Mais cela concerne uniquement
Marketing Hub - BASIC signup form
Greetings. May someone please help us find basic info on HOW to setup a JOIN our newsletter form? There are FAQ pages for how to edit/update your profile, etc, but we can not find info on how to actually create a signup form for our website. Thanking
Error adding users
Dear zoho team Honestly I'm surprised how many people face the issue of not being able to add users and the issue still not. Solved. It is not logical that all these zoho users having spam mails. For us we have used sales@ishkw.com.and store@ishkw.com
Should I give up on Zoho One?
I really want to like Zoho One. The number of apps offered is outstanding and I've talked with several people that are very happy with the software. But onboarding has been a real disappointment so far and I'm about to abandon it for our company and
Running a report cross-referencing Leads and Lead Owners with Campaigns
Hello! I am trying to run a report that lists opens on campaigns that cross-references the opened report with the Lead Owner (a customized field created so that we know which of our sales reps was assigned to go after this lead.) Is there a way to add
Contact Sync across Zoho apps
Hello All, Please is there a way to synchronize contact data across all zoho apps. this prevents for repetitive work and central point of update. I am about to conclude a Zoho One evaluation and I am considering making a purchase decision, the only challenge
Canvas view not showing activity information
hi, I have tried to set up some new Canvas views, which for the most part is really good, however, when I add a section for activities, it barely shows anything, which is pretty pointless really. Am I doing something wrong? I could do with the call
Multiple Flows not being triggered
We have multiple flows that are not being triggered. We have tested all connections, changed the trigger, tried all kinds of variations and have not been able to get the flow to be triggered. The flow is not triggered in test and debug either. We have
ticket with same subject not being closed automatically
hello , hope all is well. We have created 2 business rules, to control ticket opening and closing coming from an specific email id. Initial email comes with specific subject , for example : "GRC - Access Request - 4000000054" and the ticket is created.
Time zone
There does not appear to be a time zone for the United Kingdom in your drop-down menu, does this mean that it is not there? Or does it mean we have to use a similar time zone in the US or another selection which is appropriate in the time drop-down menu?
ShopifyとZOHOメールホスティングの設定について
実現したい事は下記となります。 時系列的に設定状況なども含めて記載させていただきますが、 無知なため説明下手で申し訳ございません。 現在、適切な設定ができておらず使用できていないような状況です。 詳しい方がいらっしゃいましたら教えていただけると助かります。 どうぞよろしくお願いします。 ①Shopifyで購入したドメインでinfo@などのカスタムメールアドレスを使用したい ②カスタムメールアドレスで受信したメールを個人Gmailアドレスに転送したい ③転送されてきたメールへ返信する時の送信元アドレスをカスタムメールアドレスにしたい
Enviro Fee's
Does anybody have a good way of dealing with enviro recycle fee's? I'm in Canada and there are numerous fee's associated with different electronics as well as differing fee rates depending on which province an item is supplied to. What's the best way
Zoho Campaigns multi language form response
Hi, I have a multi language website to which I've added your signup form, and I'm wondering if I can translate the responses without having to create a different form for each language. Any of the following options would answer my needs: - Being able
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Zoho Commerce
Can I sell ebooks (i.e. PDF-Files) through zoho commerce?
Existing Zoho Commerce and Zoho One subscriptions - can they be merged?
Hi there, I currently use Zoho Commerce to operate a B2B portal for my wholesale customers, which works great using Zoho Inventory to sync up stock between these wholesale orders and my Shopify store. Zoho Inventory is used under the Zoho One subscription,
Can't add a new user
We cannot add new users. We are getting the following error. We deleted the administrator account however. But we cannot delete other accounts. How do we solve this problem? "Adding user failed - 'The user has an account in a different region'."
Remove CRM from Zoho One to use as standalone application?
We currently have the flexi subscription option for Zoho One. We have a business requirement where we need staff who do not have a Zoho One license, to be able to have access to the CRM application. The reason being they will never have use for other
need help setting up new zoho account
Hi Guys, im not very techi, I need to get my accountant to set up my new zoho account as i am migrating over from wave. Please tell me how i can give access to my accountant on how to do this. I tried following the instructions but its just way over my
Duplication In Manual Journal
Hello Everyone I have a query related to manual journals in books i have entities in manual journal.. i am going to import csv file , but when i upload it , it show the error that "Journal number 926 already exists." and several error like it with different
How to prevent duplicates across Zoho CRM, Zoho Books and Zoho Subscriptions
We are using Zoho CRM, Books and Subscriptions. All are synced using the built in integrations provided by Zoho. Unfortunately we have some duplicate companies and users in all three instances. I am looking for best practices to reduce / delete duplicate
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Search Books not working
Good Afternoon, Since converting to your new Zoho One combined apps your search icon in Books does not work. We search Purchase Order numbers regularly and since changing, the search does not search at all... Is this something you are aware of?
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