User is already present in
Every time I try to add an employee to Zoho Sign access it says 'user is already present in another account'??
One user still on trial Zoho One following conversion to membership last week
Hi, We are a new customer, Enovate Upstream. Last week, we converted from trial to membership. One of our users still appears to be on a trial account. Hence I'm having issues adding her as the owner of apps.
Real use cases that work for zoho external users
Hi, Does anyone have external users working in a real use-case scenario where they are able to effectively collaborate and communicate but didn't have to go through numerous steps to sign-up a guest with a zoho account (that they don't want and shouldn't need). Gr8rck
Automaticlly record all meetings
Hi, Is ther an option to set that all of our meetings will be auto-recorded? Thanks
How to have pre-filled fileds based on dropdown option...
Hi, The first filed in my form is a dropdown and when users select a specific option, I would like the other fileds to be autoatically filled in based on the selection for the dropdown. E.g. booking form has select filed for 'type of booking' with options:
Zoho Sign - Recruiter automatically add fields
We use Zoho Sign and Recruit. Is it possible for Zoho Sign to take fields from the candidate profile from Recruit and automatically add the input to Zoho Sign? Like the candidate name, birthday etc? We don't want to fill it in twice.
Open roadmap with user cocreation
Hi Zoho Have been a Zoho One admin for some years now, got onboard just when One launched The apps and intergrations are abolutely amazing and we constantly add new productivity boosters and survey the updates brought from the team. It can however be
Zoho integration with Sage
Hi Zoho, is there a way for me to migrate my data from sage to zoho crm? do you have an api or do you have a connection we could use to achieve this. because I can see that i need to download or export the data from my current accounting system (sage
Zoho Day 2021 - Where's the recap
Hello, We are looking forward to the recap from Zoho Day 2021, any idea when that will be coming out?
images no longer supported windows coming up
I can no longer view my pictures uploaded from my Iphone on the Notebook, Keeps coming up image no longer supported. ?
Removed as admin and can't get back from connect app
hello i was exploring the connect app and suddenly i was removed as admin and can't assign any admins back from the zoho one admin panel Please help , Thanks
How to add additional info to a field/fields in CRM without replacing the existing entry?
Hi, I'm sure this is a basic question but I could not find the answer in the resources We run different competitions and the same person could enter multiple competitions, how do I track/update which completion they have entered? for example, if I
Arabic encoding crm import
Dears, Hope my message finds you well. I am asking about what is exactly the recommended encoding to use on excel when I save the import sample, that allows me to import Arabic written leads, and match it with importing encoding option on zoho CRM correctly,
Customize access to workspaces by users
How can I customize which staff users have access to certain workspaces? For example, each sales person has a workspace and I'd like them to customize their own workspaces.
how to show Data from Related list two times from same related list with different filter.
I have a related list called Store_Purchased for each Contact. Store_Purchased has details of Items which are purchased by a contact. For Example a Contact can purchase 5 items from Store-A, and may 8 Items from Store-B. Currently i can only show all
How to push daily attendance summary to cliq channel
Hi, we want to push the daily attendance summary (including employee id's, from time and to time) to zoho cliq channel at the end of every day . We need one single report only at the end of every day . So can you please let me know how i can do it because
How and where do we see our organizations email addresses and how do we remove old users from our Zoho One?
Hi, I am a long time Zoho user and used to be a big fan. Lately, I feel they have grown to become just another big tech company who has stopped listening to us little guys. I signed into my Zoho mail and went to the "new" admin. screen and could not find
How to implement Oauth2 without User consent (only for backend use)
Hi, how are you? I'm trying to implement zoho subscriptions api to my server (node js) to read / write new products, plans, etc. But in my flow, i don't need any user consent... and i have some questions about the implementation. 1) I created a self client
Projects/Tasks not syncing
I deleted all of my projects, recreated new ones and did a new import of tasks. Both Mail and Android are showing the old tasks several hours later. If I try to do anything in Android, it crashes. If I click on a task in Mail, i get an error message.
there is any Dial calls
Hi, I wanted to know if there is a CRM dialer inside the system where I can enter a phone number I would like to call Before I even create it as a Lead to make sure it is indeed relevant to me
CMMS
where is CMMS software in Zoho One? thank you Dežko
Overall Feedback after 35 days of trial period with lots of ups and downs.
Hey Guys, with this post I want to give you an overall feedback of what I recognized during the past 35 Days of trial. This feedback is written by someone who worked for more than 10 years as trainer and consultant for one of leading CRM providers for veterinary hospitals and I have a very good IT understanding. First of all: The Suite provided by Zoho One and its apps are awesome. I've never before seen such a wide range of apps with great features! Very big complement! I did really deep dives into
What is "Portal" ? I never wanted any, I never asked for one
Hello, To day I just received an email from Zohoprojects ... Here it is : Zoho Projects - Your portal xxxgmaildotcom has been inactive for a while and is scheduled to be deleted Dear xxx, We are following up on our previous email. We notice that there
Adding a new project to a task in Mail
There is a project named General and it appears you can add a new one. When I type something in, say Writing, it says Add Writing underneath, but nothing happens.
how to connect to zoho via API?INVALID_TOKEN
where to get this data?$headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " . "1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
Gmail couldn't verify that domain.com actually sent this message (and not a spammer)
I have my DKIM set up, and followed the guide on how to set up SPF in TXT records, but I still can't verify my SPF in my control panel and when I send email, I get the "gmail couldn't verify..." message. My domain is dl-industrial-supply.com. Any help
Inventory management
I mistakenly created my sales invoices without enabling the inventory tracking feature. How can I resolve this?
Have Zoho-One account yet keep receiving trial expiration warnings from z-Sites
I have subscribed to Zoho-One for several years. On and off I have been working on a Zoho-Website and now I just published it - it is online! First I kept receiving emails from Zoho that my Zoho-Sites trial will soon expire and now I keep receiving emails
Importing non-bank transactions when migrating to Zoho
Hello there. I’m planning to migrate to Zoho books from another package. I have managed to import my chart of accounts however it appears that Zoho Does not allow you to import transactions for accounts which are not bank accounts. Is this true? If not,
Automated meeting emails Bigin
Hi How can I get rid of the automated emails that bigin sends when there is a meeting scheduled? Please see attached screenshot. Thanks
Range Score Responses
I need to be able to provide an individual response summary result per question according to how the person answers the assessment. The question will be set up in Likert format (most to least like me). Each response choice will be weighted so that I can
I am your desperate user
we are a construction company where can I record and see the profit for each construction ??? something mate in people you have something in the expense you have something in the book where is something that connects it ???
Control which employee sees which vendor
Hello we have the following question: In Zoho CRM we can control who sees which account based on the territory, their profile and company hierarchy. We would like to do the same for Vendors. For example lets say we have 10 Vendors. We want: User 1 to
Need help with Square
Hello, I've read the Square integration documentation as well as old threads here on this topic and am still confused. We have enabled both Square integration and Square payment gateway, but from reading the forum I think we only want Square payment gateway.
I am alone ?
Good day, I ask the question because I find customizing Zoho Desk extremely cumbersome and complicated, and when contacting support all the do is point you to a link. For the life of me i can't figure out how to implement a basic way for users to submit
How to add List Price as a display column in the related list of pricebook
Hi I would like to add the list price as a column in the product related list of Pricebooks. I dont see it as an option in the drop down. I can only see the unit price as an optiont to select. Since the list price is specific to that pricebook, I would
This Week in Zoho News - CRM Zen Show Episode 135
Click HERE to listen to the podcast. Zoho News PageSense Palooza A TON of new updates and features added to Zoho PageSense: Introducing Pop-Ups and Banners Collect Visitor Feedback with Polls Re-Engage With Visitors Using Push Notification Deliver Contextual
Zoho Mail Vs Google??
I currently subscribe to Zoho One and overall I am very Happy. I came from Office 365 and feel that Zoho is better for my needs. I do use many of the apps but as construction company I find myself using WorkDrive, Projects, Cliq & CRM extensively. I
Using the same Journey on several Lead Lists
I have 1 journey that I would like to use for several email lists. What is the best way to do this? Should I duplicate the Journey, then link the new Lead list and Activate or is there an easier way to do this? Thansk
How to search for related records in Zoho Books?
Hello, Deluge reference documentation here: https://www.zoho.com/deluge/help/books/fetch-records.html Note: This is in a Zoho Creator function I'm having some difficulty writing a function in Deluge which will search for related records in Zoho Books.
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