Global notification
Hi, I'm trying to figure out how notifications are managed globally in Zoho One. Here a current example I have: We are creating Estimates in Zoho Finance Module of the CRM. Estimates needs approval. The problem is that as Approver, I don't get notifications when I'm in the CRM, or Campaign or other part of Zoho One. How can I get these browser notifications from anywhere in Zoho, from any App ? I don't need email, I have enough email already ;) Regards
NO PUEDO ACCEDER A MI CUENTA
Buenos días, al intentar ingresar a mi cuenta, se queda procesando y no ingresa a la cuenta, al parecer solo sucede en mi computador personal... en otros pc si puedo ingresar.
Automated meeting planning as Calendly.com
Hi, With Zoho, is it possible to create a reservation form for telephone appointments according to a schedule? As proposed by the Calendly.com website. Thank you
Contract Management
I would like to know if among Zoho's products there is module to manage contracts. The key requirements I am looking for are: (1) to have ability to create contract template (add new fields), (2) to customize contract flow (3 or 4 confirmation steps with providing rights to accept or reject contract), and (3) to attach documents. Does Zoho offer anything like this? Thanks in advance Gvantsa Kvlividze
CRM Sales Order
Hi Support, I need to add an 18% service charge to taxable product items on the CRM Sales Order as well as the sales tax. What is the best way to do this? Thank you in advance for your help. Pam
Zoho One Groups
What is the difference between Zoho One Group and Zoho CRM Group?
Crowdfunding
Please tell me we want create Crowdfunding system. Can we set up crowdfunding using by zoho apps? For example zoho sites and zoho sign? Any ideas or still using by zoho apps, we want. Thanks a lot.
Contacts question
I am a little confused about how the contacts in the different apps interact with each other. I assumed that if I added a contact in Zoho Contacts Manager that it would automatically show up in the contacts tab under Zoho CRM. When I look at the two it appears as though they are not related and I have two sets of contacts. My question - is this correct? Is there a way to sync contacts across all Zoho apps? Thanks in advance for clarifying this issue for me.
Unable to access zoho desk application
Hi i am facing error message displayed below while try to access ZOHO Desk app. User ID: 60001433322 please help me as soon as possible. Looking to here from you . Sorry, this page doesn't exist. Please check the URL or go back a page. 404 Error. Page Not Found. Thanks
Totals function
Hey, I am trying to write a custom function to calculate Quote totals to include at the Deal level. Here is the function: https://www.zoho.com/crm/resources/tips/functions-grand-total.html RelatedQuotes = zoho.crm.getRelatedRecords("Quotes", "Deals", potId.toLong(),1,200); //info RelatedQuotes; total = 0.0; for each ele in RelatedQuotes { grand =ifnull(ele.get("Grand_Total"),"0.0").toDecimal(); total = (total + grand); } mp = map(); mp.put("Amount", total); update = zoho.crm.update("Deals",
Products
I am currently working on a migration and having some trouble with Products related to Deals and Quotes. So far I have imported all Deals as well as all Quotes and Products. I have been able to import Quote Line Items module and have Products (plus custom prices) related to respective Quote. What I am having trouble with is relating Products to Deals. I have a list of custom entries that identifies the ProductId, DealId, Unit Price, etc. But there is no module such as "Quote Line Item" to import
No CRM & Accounting Integration!
I did some testing of Zoho One and while I'm blown away by what you're offering for $30 per user a month, I was disappointed to see there is no real integration between these apps in the most important area for businesses - CRM and accounting. Without the ability to sync purchases, sales orders and invoices from CRM to accounting, a business is still doing endless double entry, and I don't see this as being a serious offering for anything but very small businesses - in spite of all its power. Am
Zohoでの見積書作成はCRMとInvoiceのどちらが良いですか？
Zoho CRMを使い始めたばかりの初心者です。商談管理から見積書作成、受注書、請求書、納品書作成と在庫管理までをZohoでカバーできないかと考えてZoho oneの導入を検討しています。 最初に作成した見積書を元に、客先名や製品名、数量などを再入力することなく、受注書、請求書、納品書、発注書を作成させるとなるとoneが良さそうな感じがするのですが、皆様はCRMとInvoiceのどちらで見積書を作成されていますでしょうか？ 先輩方のご意見お寄せいただけますと幸いです。宜しくお願い申し上げます。
Remove / Hide the "Add Applications" Button
Hello, Is it possible to remove / hide the "Add Applications" button in the main painel of Zoho One? Thank you
https://community.zoho.com/
Hi, Is there a Zoho application to create an online community? Something like this: https://www.salesforce.com/uk/products/community-cloud/features/ Thanks, Matt
Problem with Call using Skype feature
In my Zoho CRM, using Google Chrome, next to all of Contacts' phone numbers is a little telephone icon. I am in the United States. Hovering mouse above this icon displays "Call using Skype". However, when using this feature, the phone number passed to Skype has a "+" symbol inserted to the beginning of it. So for example, if the phone number on a contact is (212)555-1212, the number is passed to Skype as +2125551212. To Skype, this is an invalid phone number. Since the plus is there, Skype assumes
How are companies tracking administrative (non-project) based time
We are considering using Zoho One (People for time tracking). Historically we have tracked time based on activities and categories vs projects. We service clients and most of our work is billed to each client. For time billed to generic, non-project based activities (i.e. attending training, going to a recruiting event, etc.) how are organizations tracking this time? Are you setting up an internal "client" with a project as "admin" that is open to everyone? Is there a better module to handle this
Combine Hours from multiple accounts/customers in Creator and then into books for an invoice?
Within Zoho One how would I add functionality that let me merge hours from different customers/clients/accounts (entered from People) onto one invoice. In CRM we have clients with parent/child relationships. Those marked as clients would need to be rolled into their parents time and then billed. As long as I have a record of the original time entered and which customer/client/account it went to I can report on it later. In other words I want to make hours as being invoiced and even if they show up
How to organize (random) information?
I am continuously researching all kinds of things online and off-line. I always have many lines open and tons of random notes. Not only is this research becoming increasingly important for my work and income, but I consider it essential for my personal development and general knowledge. Unfortunately I don't have a good system to organize all this information, or even one place to keep it. (initially the research is random: i.e. not (yet) project-based) Therefore my question to this pool of wisdom:
Need to enter client within time entry log
Is Time Entry within People the only time entry option that includes selecting a client first? All of our work is based on clients and I don't see that option in Books or Project. (I know that projects can be associated with clients but due to 100s of similar projects this is unfeasable.)
Lite Agents in Desk
I was recently talking with the Desk team and I was informed that adding Light agents in Desk is not available with Zoho One. Can you possible review this and consider changes in the future? Adding light agents would be important to my business in the coming months because I have many internal agents that would require the read only access and I would not feel comfortable or the need adding additional user licenses when I am the primary agent anyways. Looking forward to hearing from you
Require users to create Contact when create Account
Dear Zoho team, We need : 1/ User must create Contact after create Account, if not can not create Account, ( or remind user to create contact for that account later ) 2/ User must fill in either email or phone number ( or remind them to do so ) Conditions in workflow , validation, ... for Account do not have Contact fields , so I can not do anything Do we need to write custom action or ... ? Please suggest me And one more question on blueprint : - User can only create invoices or estimate
Handling clients
Hi all, have a problem that you good people could perhaps help me out with. Status: Im running a business that works really tight with the clients we have When a client signs up, we grant them access to a lot of tools that we have So we are (hopefully) moving over to Zoho in order to streamline things. When I sign up a customer I would like this to happend 1, They get access to the Client Portal in Zoho sites 2, They get invited to a project in Zoho Projects 3, They can see their status in Zoho Books
I have inactive account and would like to create new account. Waiting more than 3 months.
Does anyone know how long you can wait to fully activate your account and the ability to use all the applications that ZOHO One gives you? Support ZOHO for over 3 months can not deal with it.
How to delete multiple unused services
I have 9 services / applications that I wont ever use, how can I have these deleted? Sites Sprints Connect Docs Notebook Cliq Backstage Flow Vault
Quote Module Print Preview
We created a nice new quote template in ZOHO CRM When I open a created client quotation and then select Print Preview, I expected to 'see' the newly created quote template in 'Choose a Template Category' pick list. What am I missing please? TIA Mike
Multiple companies - one Zoho account
A lot of serial entrepreneurs would want to have a single sign on to their companies subscribed on Zoho, for now they have sign out and sign in each time and manage passwords/browser cookies etc. Will we be getting a account based validation to multiple companies on Zoho platforms??
Exchange support for Outlook seems necessary
I have set up my Zoho account on my iPhone with Exchange ActiveSync. It works very well. I create or delete an event and my Zoho account reflects this seamlessly. However, the plug-in for Outlook is clunky and I have found the synchronization to be hit and miss. Wouldn't it be better simply to support Exchange on the desktop Outlook? What reason is there not to support it?
Changing from Global Edition to Canadian edition of Zoho Books
Is it possible to change from the Global Edition of Zoho Books to the Canadian Edition to take advantage of the Canadian tax reporting features?
Set maximum capacity events on Zoho Forms?
Zoho One subscriber here. Currently i use my own domain/hosting solution, in conjunction with embedded Zoho Forms to build registration websites for live, in-person meetings. I am looking for the simplest way to add logic to my registration forms which allows me to set a maximum capacity for each meeting offered on the page. So, for instance, the Zoho Form might offer Meeting A, Meeting B, and Meeting C via a radio button selector. Each Meeting should have its own registration capacity which, once
Another Zoho Bug: Zoho Assist can't upload logo
Using Safari or Chrome on Mac, trying to upload a company logo of correct dimension fails, throwing this error in console: vendor-core.js:1 Uncaught TypeError: t is not a function at a.i.validateLogo (setting.js:1) at onChange (setting.js:1) at Object.<anonymous> (vendor-core.js:1) at p (vendor-core.js:1) at vendor-core.js:1 at S (vendor-core.js:1) at _ (vendor-core.js:1) at C (vendor-core.js:1) at R (vendor-core.js:1) at kn (vendor-core.js:1) This is due to
Support the co-edit option in Zoho Forms
Hi Team Zoho form, I've just learned by the support, that the structure of the form can be modified only by the form's owner (creator of the form) which is not convenient when working in a team. Through my request, I would like to make you a request for improvement. Currently this penalizes us in our quick actions and we have been forced to go through external forms like gravity, which involves an additional cost. So if you can plan something, it will be great. Thanks for your help Have a nice day
Removing Apps from home screen
How can I remove unused apps from my home screen? I've seen numerous requests for this, spanning at least three or four years now, with no solutions or answers from Zoho. This should be really simple to do. Why is Zoho ignoring its paying user's requests for this?!
Blueprint mandatory follow up task problem
I have a stage for a lead called "contact in future". If the agent chooses that stage I would like it to not only make notes mandatory but also create a follow up task. I am able to click on the "during" and "+add" and then "associated items" tasks BUT when I try to make the task or call mandatory with validation rules it does not work. They can leave a note and totally ignore the follow up task portion and the system does not give a warning and lets them continue. Any one have an idea on this?
Cannot change First Name in User Profile
Hi, I have been trying to update our users, so that the naming conventions are the same for all, but am unable to change the First Names of any users. The field is highlighted red and when i click save, i see an message that an error occurred:
Zoho One User Admin doesn't save Language
In Zoho One, Admin Home page >> Users, when I edit a user and change the Language value to "English" it appears to save. But reloading the page or coming back later shows an empty value next to Language.
Multiple Projects Org
So I want to use Project for 2 of my companies.. Also in the future I may make some for clients.. (other apps too). How does that work? I have ZOHO One now.
Help desk doesn't process anonymous tickets
I have our Helpdesk set up to allow users to create tickets without having an account. When a user does this, the success message appears along with a ticket number. Problem is, no ticket is created, and the user who created it isn't notified.
Using Zoho SDK for Zoho One?
IS it possible to use the Zoho SDK/Rest API for communicating with Zoho One?
Custom field in linking module.
When I created a custom field in the linking module when I created a record, I began to receive internal error. Api name of field is correct. What is wrong?
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