Email initiated campaigns business use case
Campaign support team or consultants below is a real business case that we are struggling to resolve. This is a great opportunity to interact and automate the capture of information for the customer and disseminate/automate data propagation throughout our organization. In this specific business use case we seek to Learn product attributes that are not resonating with the customers or discern logistical/distribution issues where our 3PL provider is not meeting their SLA. In any event there are
Taxable - Non Taxable Items
I'm having trouble using the Taxable non taxable feature. Mainly because in the US Tax is set by region, not by product. The way im trying to add Tax is by using the the Tax field in the Sub Total Section. I do this because the Tax should be applied to all products in the sales order, except the non- taxable items. What I'm finding is that I'm supposed to add the tax individually to each product, (which the system is actually not allowing me to do saying "There is no Tax Associated with this
How to invite to users for ZOHO One account
How to invite to users for ZOHO One account : First of all , You need to sign in to the ZOHO One Admin Panel. After that follow following below steps to invite single OR multiple users in your Admin Portal.
Use a function to access the Contacts "Account Name" field from a Webhook?
We are trying to sync contact and account records with an external system. Unfortunately, I discovered the contact record lookup field 'Account Name' which associates the contact to an account is not one of the available fields in webhooks. I'm not sure why, but I know it has to do with it being a lookup field. It contains a value when set so I'm not sure why you can't access that fields value!? So what are the workarounds? Being new to Zoho and the functions and API capabilities I feel a bit
Quote Templates
Our company has been using Quote and Invoicing templates for years and we need to import the HTML code to create templates with the same look and feel to which our customers are accustomed. We have tried the templates supplied with Zoho but our customers are complaining as its confuing for their staff. How can I import HTML code to create our own templates.
KPI's
hello, 1.- in which Zoho application can you enter and measure the different KPIs, get reports and others? 2.- there is some application of zoho where the processes can be mapped?
permission leads
Hi I have a large database. I have 13,000 leads and I have 20 employees I want to add permission for each employee to work on a leads number of clients. Depending on customer's state Means I own a status field in the leads page I want every employee to work on specific leads and not see the remaining leads
Using Zoho for Education / Coaching / Training - external log in for clients/students
has anyone experience of using zoho for education/training/coaching for students or clients outside of their company? What I'd like to do is set up a way we can upload documents and resources for different student types but with so many products available from zoho - crm, projects, surveys etc it seems difficult to get an answer from their support team as they each only work with one product. I need advice on how to do this so we can streamline what we are doing where our students can get a log in
Change region where zoho stores its data
Might not be the right forum category but I do not know where to put it. I am from The Netherlands and a long time ago added an account. Now I read that if you sign up through zoho.eu all your data is stored in Europe. Which is what I want. Is there a way to apply this change when you initially signed up through zoho.com? Or is deleting and signing up the only way to do it. I like to hear what is possible.
Adding a component to Dashboard error message
I am trying to add a component to my dashboard but keep getting the error message: "You do not have permission to view this dashboard because: 1. The corresponding module or field may have been disabled in your profile settings, OR 2. The module could be listed in the Unselected Tabs section in Setup > Customization > Modules > Organize Tabs." I have organized my tabs, tried everything but cannot get the component added. But last week it let me add one! So very frustrating. Any ideas?
coaching management systems
I was wondering if anyone is a coaching company or has implemented a coaching management system? Does zoho have a solution for this in-house or integrations with vendors that offer this solution? I am looking to providing a portal to clients (and coaches) with videos, homework, etc. I see Kajabi and others are out there, but wondering if something exists within Zoho or other experiences
How to create custom function script for autonumber in Zoho CRM ?
hello, this is my used case: When the DEAL is WON, I want to generate automatic number which will be saved in the custom field I created. The custom Field Name is ProjNum. I cannot use the Zoho autonumber field because I only want to have autonumber when the DEAL is WON. Autonumber should be activated only when Close Won.
LMS Platform Needed
Hi, We are looking to build a LMS system with the following components: video content boxes to review what was learned in the video post section quiz possible some copy or pdf support docs We have a Zoho One subscription and use Desk and CRM in addition to several other apps, but would love to integrate those. Can anyone suggest the best platform? I may also post this in the Creator community, but on first glance it doesn't check the boxes. On what platform is Zohospark developed? Thanks!
Parent Member Account Broken (FIXED)
When I click on the +Assign link for the Parent Item related list, the Assign contacts form comes up! Following these instructions: https://help.zoho.com/portal/kb/articles/set-up-parent-child-relationship-between-accounts
What´s recommended or best practices for those who upgraded to zoho one?
I have recently upgraded from Zoho CRM to Zoho One, and now that i a got access to a lot of new apps, i got some doubt about what are the best practices for my type of business. My first doubt is regarding revenue, here how my business works (SaaS): 1. Client closes a deal paying a initial fee per item contracted. 2. Client pays a recurring value per item contracted. My billing considers from the 1st to last day of the month, with invoice payment due to the 10th day of the following month, so when
Data Binding Between Central CRM Database and Other Zoho Apps
For anyone that's used Zoho Inventory and Zoho Books together (or, honestly, used any of the Zoho Financial Suite), you know that the integration between the two is fantastic. They're essentially two sides of the same coin, and all updates in one are instantly reflected in the other, because they draw on the central Zoho Finance Suite database. Is it in Zoho's roadmap to create similarly well-connected systems between other parts of the Zoho One suite? CRM-Financial Suite immediately jumps to mind.
Checkbox select and deselect in script
Hi there, I am writing a function that will check if a field is empty and in that case select a checkbox from another field. Looking like this: void checkMissingData() { for each Adult_Record in Register { if(Adult_Record.Date_of_Birth == null) { if Adult_Record.Missing_Data.size() > 0 { oldSelections = Adult_Record.Missing_Data; if (!oldSelections.contains("No DOB")) { oldSelections.add("No DOB"); Adult_Record.Missing_Data = oldSelections; } } else { Adult_Record.Missing_Data =
Critical Error in Zoho Forums
i was trying to paste a screen capture in Zoho forums textbox. It takes the image but wipes out immediately with a broken image placeholder. So I am forced to adopt a circuitous route of saving to local disk and attaching it wasting 15 to 25 seconds of my time.
Automated On-Boarding Process
Hi All, I'm looking to create an automated on-boarding process and was looking for advice for the best way to go about it. I believe there are several ways I could do it, but I'll list out what I'm looking to do below: 1. Send offer letter via Zoho Sign and configure field for the offer letter based on agreement (I.e. fillable fields such as starting pay or milestone based commission tiers). 2. Once user signs letter, trigger a series of actions: a. Run custom script to (1) Create Gmail Account
Zoho One Consultant - Plano, TX
Where can I find a Consultant for Zoho One for our company and current rates? We are located in Plano, TX. Thank you!
Keeping track of domain name assets
Hi all, What is the best app to use in Zoho One (core or marketplace) to keep track of a large number of domains - ie, name, registrar, status (live/dormant etc), expiry date etc? Thanks John
Where do you get timely support?
My company is evaluating Zoho One and this community forum has helped a little but where can we get timely support during the evaluation period? I have sent questions to support and not had answers within a week. This creates an issue as we're trying to complete an evaluation within the 1 month trial period but already a week with little progress. My concern is that whilst the Zoho One offering seems great value, will we be required to spend vast amounts of money for adequate support? Thank you
Social Media linking
Hi, can anyone tell me the best extension for being able to see the Social Media Accounts of EXISTING contacts that I have on Social Media, so that we can invite them to like our platforms? Thanks.
How Many Domains Can I Add?
I set up one domain with four addresses. I have a handful of other domains needing two user mailboxes each. How many may I add before there is a charge? The handful will rarely get emails but my main domain will get daily email after the first of the year. I just want to be sure I'm not breaking rules!
Start Trial from Scratch
Hi, We've reviewed functions to get a feel but now would like to start from scratch to start implementing our actual setup. How can our trial be restarted? TIA
Portal em meu próprio SUBDOMINIO ou DOMINO
E possivel eu por o meu portal zoho com um endereço proprio ou seja em meu proprio dominio ou sub dominio?
E possível personalizar a aparecia de entrada do meu portal ZOHO
Coloque um botão de direcionamento para clientes no meu site que leva direto ao meu portal zoho one. Eu gostaria de saber se tem como personalizar com a minha logo e slogan
Zoho One: Which Version of the apps do I get?
I am considering buying Zoho. I primarily want Zoho Recruit, Invoice, and Zoho Assist. My question is: which version of the apps do I get? If I get Zoho One, do I get access to the Enterprise version of Recruit, Assist, as well as unlimited invoices through Invoice?
Zoho community forum UX sucks
Zoho community forum UX sucks unable to logout - that's normal in the XIX century, folks??? wiswyg editor has no spellcheck wiswyg editornot working with FF FF dev ed, latest build
New UI and Custom Apps
liking the new UI however our custom creator apps will not show up on the new tab. We have tried creating new tabs and it just won’t show. Any ideas???
Cloning line items
Line items can now be "Cloned" I've just discovered ! Thank you Zoho guys - a valuable addition requested a while back, but no mention of it being implemented anywhere ? Image attached for those that may find it useful !....
Zoholics Experience ?
Hello everyone :D What do you all think about the Zoholics events? I attended the event in Utrecht, Netherlands and I was pretty happy with everything, all the presentations and people I met, and also impressed by the dedication of Zoho Agents, they were so cool to help with everything. Even though we had some issues in the past few weeks, it was honestly an honor to meet all the agents from Zoho that I've been working with for the success of our platform for 3 months now. Let me know about your
How to I get my contacts into Zoho Campaigns?
Do I do a sync for Zoho CRM or Zoho Contacts? What is the difference? I tried to sync my list of 7000+ contacts into contacts in the campaign app but only 2 came over. Please help
MS Outlook Plug-in (Mac)
Hi, I've downloaded the app but if I enter my email and password it doesn't recognise it, I've tried too many times now and I'm locked out, what do I do? Thanks Philip
Account owner wants to be proactively updated on tickets for accounts they own
Hi Our account owners want to be alerted to any updates in tickets for all accounts they own. We have Zoho Desk and CRM integrated in Zoho One and all support tickets are held in Desk and are handled by support staff (i.e. not the account owner). I can create workflows to notify the ticket owner of any changes to tickets. I can create workflows to notify the account owner of their accounts. What Desk doesn't appear to let me do is to create a workflow to notify the account owner of any ticket
Keyboard shortcuts
Hi! Could you add some key shortcuts for fields with search engines like this? It's quite frustrating when you use it very often and every time you need to click on it... It would be even better when after opening Users module we would be able to just start typing and searching for a user without unnecessary clicks...
Solopreneur working with ad hoc freelancers
I am on day two of the 30 day trial with Zoho One. All nice and exciting seeing the potential of the automation. There is one major issue for me though, that might be a major roadblock in using Zoho One in my business. Quite often, I might go to oDesk, hire a freelancer for say 8 hours work on a project, and then the contract ends. A week later I might hire a different freelancer, and so on. As I see it, they cannot realistically work within the ecosystem of Zoho, since I would need (I presume) a
Zoho People approved absences dropping into Zoho CRM automatically
Zoho have confirmed that there is no calendar integration between Zoho People and Zoho CRM right now so approved leave in Zoho People has to be manually entered into Zoho CRM. Does anybody have suggestions for alternative ways around this?
Zoho One - Automatic Integration
I have been using Zoho One for a few months and while I like several of the individual apps - having to manually connect each app to another app over and over is redundant and wastes a lot of time. For example, I use Zoho Mail. To use my own domain, I had to goto my hosting DNS settings and add a whole bunch of settings. This is understandable. But then, when I want to use my own domain with Zoho projects - I have to go into my hosting DNS and add yet another setting. It seems like logically, once
Zoho Admin Panel Feedback + Questions
The new My Apps section is a welcome improvement and the new Admin Panel is outstanding :-). Please see screenshot below. How do you add/delete apps in a tab after the tab has been created? If it is not possible please add in the future. Thank You
Next Page