Building an Internal Facing Appointment Scheduling System
Hi team, I am trying to solve an inefficiency in my business. We have an outbound sales team that cold call prospects and sets appointments with them and our account sales team. I would like to have a system where reps can have a visual appointment r
Phonebridge integration mit Panasonic KX-HTS824 (aka KX-HTS32)
Hi everyone, is there any possibility to connect KX-HTS824 with Zoho One (Zoho CRM)? According to the documentation the KX-HTS824 is based on Asterisk 1.4 I already checked the TENFOLD website (as recommended 5 years ago) but there is no integration
Updating Deal Status via Invoice Paid, using Zoho Flow
Hi All, I would like to design a flow that automatically updates our deal stage in zoho crm, once an invoice has been marked as paid inside zoho books. Has anyone done anything similar and would be able to help?
Booking Product Demos using Zoho
Hello all, my company recently launched a sales development division who are beginning to cold call and schedule product demos for Account Executives. I want these reps to have calendar style scheduling links for each of the full-stack reps and then be
Ken's Grammar Korner
Write business prose in the present, active verb tense.
Unable to add applications and continue trial
I am attempting to trial Zoho One. I can log into my account, click on my apps or admin panel and then I am prompted to add apps. Once the apps are selected, I click continue but nothing ever happens. It just sits there. I can click continue until my
CRM Webform ou Zoho Form pour créer une campagne avec tunnel
Bonjour, A la fin de la landing page, j'ai un doute sur le choix de formulaire : connecté au CRM ou à Campaign depuis zoho form par exemple ? L'objectif est d'envoyer un mail de confirmation pour vérifier l'adresse @ Puis de déclencher un workflow de
Subsciptions: Darstellung der Preise in netto (b2b)
Wie benötigen die Preisansichten in netto (b2B). Es wäre hilfreich, wenn in den Einstellungen ein Schalter für das b2c oder b2b Geschäft vorgesehen wäre, je nach dem werden auch die Preise an der Oberfläche in netto oder brutto angezeigt.
Can Desk Blueprint be controlled by a custom pick-list field?
Can Desk Blueprint be controlled by a custom pick-list field? The Blueprint setup interface certainly suggests this is possible;
Multiple email addresses
Hi, I have 3 different e mail addresses for my business. On my phone the zoho app is great, it lets me move between the 3 accounts with ease but on my office based PC I can only load 1 email account. If I need to get access to another account I've to
Zoho Commerce part of Zoho One ?
Hello, I would like to know if Zoho Commerce will be part of the Zoho One Package? Many thanks for your help, Victor M. da Silva
How can a Zoho form url receive a parameter to pre-fill a value in the form?
How can a Zoho form url receive a parameter to pre-fill a value in the form? I'm guessing that the client-side coding might have something to contribute. Appreciate any guidance. Ken
Unable to delete/remove users from my organization
Hi, I have several users that I would like to remove from my organization, but I do not have the option to do so. I attempted to follow the guide provided on this, but the option does not appear when I check the boxes as instructed as you can see in
Zoho email with links are bouncing back from gmail account
This message is produced: 4.7.0 suspicious due to the nature of the content and/or the links within. 4.7.0 To best protect our users from spam, the message has been blocked. 4.7.0 Please visit 4.7.0 https://support.google.com/mail/answer/188131 for
I'm having trouble creating Trello board in CRM
HI, I have installed Trello in CRM but when I try to create a board, it loos as though it's going to create it and then it doesn't. I have read the guide provided and can't see where I'm going wrong. Am I missing something? can someone advise me? I have
Images and ressources in same folder for sites, commerce and landing pages . Download from Workdrive ?
Why doesn't it seem possible to put the images for Sites, Commerce and landing page in the same place in the same directories ? It could also be great to be able to set those folders in Z Workdrive
Can 2 territories within CRM have different/customised modules/fields or do they both use the same account/deal/lead etc. forms?
Hey, I believe I can create territories within CRM to account for the different aspects of our business, my question is can I customise the modules within each territory? An example would be: T1 - Account module will ask for size, weight etc. T2 - Account
Joining Similar data to create summarised view
Hi All, I have two separate data sets I am loading to an application in Zoho Creator. They have alot of the same fields an some different but ultimately I'd like to be able to run reports on the fields that are the same to pull together a summary view.
Migration from Wave
I am trying to transfer my accounts to Zoho books due to your withdrawal of the wave service, I am hitting an issue with importing the data. The wizard has skipped 932 items whilst importing Products and Services, with the error 'duplicate row found
Notebook - viewing tables on mobile devices/ability to annotate and make notes in PDFS uploaded
Hi I've recently started using Zoho Notebooks to see its potential value as a collaborative resource for note taking (meetings, and other material). I really like the UI and the fact that you can access it via a mobile device (through the APP). One of
How to add an expense account to an excess payment pop-up message in a vendor payment transaction?
I have this problem that when I match payment to vendor to bills and choose categorize manually, I could not anymore choose the account entry appropriate for bank charges. Instead the entries that come out are all asset accounts. How should I resolve
ERROR CODE :550 - Relaying denied (#5.7.1)
HI, emails from out domain @cocimec.com, keep getting this error everytime we want to send emails, this started happending about 15 days ago, i need urgent help. This message was created automatically by mail delivery software. A message that you sent
On addition of row in Subform, I want to have an auto increment values
Hi Everyone, I have a subform and I added a single line field inside the subform. Now I want to have an auto increment number based on the number of rows inside the subform. start in 1. TRIGGER : ON ADDITION OF ROW. (i.e) 1 2 3 and so on. Regards,
Time Zone Disappeared
Denver "mountain" time zone disappeared from my time zone options. Help
One User, Several Domains and Email addresses - Impossible to practically use Mail?
In another similar recent topic (https://help.zoho.com/portal/en/community/topic/multi-email-acounts-domains), I have been discussing the difficulty of using Mail with more than one domain and multiple email accounts/addresses. I understand Zoho Aliases, I've linked in my domains, and I can collect/send my emails online from various identities, via Mail in a browser, Android app and via my local email client (Thunderbird) - that all works fine - what I cannot understand or practically make sense
How to change position of zoho messaging icon on specific routes?
There is a messaging icon of Zoho on the website. Its styling is already being overwritten by a .scss file by defining its classes and setting !important attributes. I need to change its position on some specific routes only. The website is in angular
Rebranding Zoho Assist unattended
Is it possible to rebrand the Zoho Assist unattended app?
Updating a record
Hi, I have created a form, which when submitted I want it to know that this lead is already in my CRM and update that record. How do I do this please?
Custom function for moving a contact from one account to another
There is already a question on the forum about moving a contact from one account to another. Michael Trow answered that there was a custom function for this but the link he gave (https://www.zoho.com/crm/help/automation/custom-functions.html)) now 404s.
I'm not receiving mails
When I setup the zoho it was working fine. But, few days back, I am not receiving mail. Please help Zoho mail nutricao@rosapires.com check the erorr here
Change schedule on cloned autoresponder
Hello, I cloned an existing Zoho autoresponder, but the messages are scheduled for dates in the past. How do I change the schedules for the emails so they are sent out in future dates? Thanks.
Zoho One Admin Profile
Hi Zoho One Support, Is there a way we can create a Zoho One Admin profile that can only manage other users but should not be able to manage his profile such as app assignment? Thanks and looking forward to your feedback. Cordially, Jeffrey
Address not found...can't receive emails with Zoho Mail!!!
Please help.. my domain is set up correctly and MX record are added. I still can't receive email for my domain via ZOHO!
Facebook chatbot building feature in Zoho Social
HI, Is there any plans to launch facebook chatbot building feature in zoho social ? because currently we are using third party application to run chatbot on our facebook business pages so if zoho social can launch such feature through which admin or zoho
Mutliple Accounts for multiple Agreements
I have multiple accounts that are conflicting with my entire account. aerobyte.com aerobytecyber.com This is causing havoc in all of our systems sharing credentials from Microsoft, Google, and other apps. We are still having issues, with subdomains not
Template module
A module that would greatly simplify the user experience would be a transversal template creation and management module common to the zoho apps in particular; Books, CRM, Bookings, Meeting, etc. AA same way to create email or messages templates
Mark a draft estimate as sent => The request passed is not valid
Hi, I encountered some issues to create estimates or invoices because they keep being registered as 'draft', whereas my parameters aren't for drafts. I use Apps Script to make my requests. Here the code to create an estimate with 'sent' status but I still
Stuck on: ""You'll be able to access the remote device shortly."
Hi, I'm trying to use Zoho Assist to access my remote computer. However, after connecting the load page is stuck on ""You'll be able to access the remote device shortly."". Is there anything I can do?
ADDING MULTIPLE EVENTS ON THE SAME DAY
Hi, I am new to Zoho calendar but use Google calendar and can see it's similar. I have created a group with whom to share events/appointments but when I try to enter the 2nd appointment on the same day it's not showing on the calendar. Why can't I
Credit card information
Hello, I have made a purchase for a plan for 1 year. I would like to remove (not change/update) my credit card details from the account. Please advise how. Regard, George
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