CRM integration error - "Record Id not available to update the record."
Hi, I am trying to synchronise my Survey with the records in my CRM but when I look at the CRM sync status it shows me that none of the records are successful with the cause of failure to be "Record Id not available to update the record." - ScreenshotMultiple products Subforms on a Quote
OH that would be great zoho, Yes multiple subforms (or at least two) on th Quote and please the ability to search for e new product thru a Category field. The use case is obvious, a subform for each product categories.... and then on top of that couldWorkaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflowZoho CRM Ultimate add-on feature limits
Is there an ultimate list of features in Zoho One Ultimate? I am mostly interested in CRM. We are considering upgrading from Zoho one / Enterprise. The pricing page does not tell difference between Enterprise and Ultimate: https://www.zoho.com/crm/zohocrm-pricing.htmlZoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label featureClient portal
Hello, I would like create a client portal where client can access easily: zoho desk zoho books zoho salesiq zoho sign How can create it?How to give developer Access on Zoho One
We have a few projects for which we are looking to hire outside developers. how do we grant access to an app like flow?Is this open for everyone or zoho staffs alone?
Hi, For my website, printperfecto3d.com- can I use any of the Zoho items? If so, what you think is the best, Please reply me or please give your number and I will call you back. Thanks Raj.Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Currently I'm using Zoho one, which I have integrated Zoho CRM with Zoho Books, is there a way to automatically assign customer owner in Zoho books and make the owner of customer the same owner (user) of account in Zoho CRM?How do I setup an ebook download?
I'm trying to build a form that, once completed, will trigger a direct download of our ebook. I tried using the "ebook download" template but I don't see that as an option. Can someone please provide some direction on this?Linking custom module from Zoho CRM with Zoho Desk Support Ticket
Hello, We have created a custom module called "Assets" in Zoho CRM. This module contains information about hardware products that we sell customers included serial numbers, testing, log files, etc. It is linked with an Account and Customer. Is it possibleSide-by-side feature list, comparing One to other apps?
Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and SocialClient Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldUnified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatLooking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, whichSOC1 Bridge Letter
Hi, Can you please provide a bridge letter cover periods 12/1/2023-2/29/2024 for Soc1 compliance report? Thanks!Error migrating from CRM Plus to Zoho One
Hola, resulta que migré mi cuenta de CRM Plus a Zoho One en la misma licencia administrativa, y cuando revisé lo que son CRM, Desk y Sales, IQ están con otra organización, no migro, por ejemplo entro a CRM y puedo ver las dos organizaciones una con unaShare Quote PDF File by Link (VOTE IDEA)
Hello everyone, Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process. I have created a reqeust about it and support team will developHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoHow do I import deals?
I used to use a CRM were we use Contacts and deals. I first imported all contacts from old CRM to leads in Zoho. Then I imported the deals to contacts, and now I try to import the same deals to deals. I do this in 2 times, because I can't import the Fases in to the contacts. So when I try to import my deals to the deals of Zoho, there is no connection with the contacts. Can someone please tell me what I am doing wrong? Regards!How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentationCan I email Zoho One Subscription invoice automatically to client?
Hi, I would like to send out Zoho One Subscription Invoice to client directly, (without using zoho invoices). Please let me know if there is a way to do so or for any alternatives.Company yearly goals
As a company, you should be able to make your corporate goals transparent and demonstrate them time and again. They should also be measurable and verifiable. It would be very helpful if you could record, track and understand your annual targets. And thatSelling a product consisting of several components
hi all, I have a small issue with inventory items, I am a perfume company, and my product consists of many items, how can I manage this, from purchase the items and convert them to be one item ready for sales - using ZOHO platform ..Migrate from crm plus a zoho
Hello, it turns out that I migrated my account from CRM Plus to Zoho One on the same administrative license, and when I reviewed what CRM, Desk and Sales are, IQ they are with another organization, I do not migrate, for example I enter CRM and I can seeCompany Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.Zoho One and Availability of New features added for each applications
Hello, Unless we're mistaken, There an ongoing issue to understand the availability of some features for the Zoho One plan. When a new feature is releases for one the applications, it often comes with an information on the Editions of that specific applicationZoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.Billing Cycle
Hey Zoho team, I've seen my billing like at end of May, but now cannot to find my billing center and my credit card information. Can you send me a link where I can locate it. Thanks, LolaRe-Open a Task without Re-Opening All of Its SubTasks?
Is it possible to re-open a task without re-opening all of Its subtasks? There are times when a previously closed task needs to be reopened and have a new subtask added to it. But when you repopen the task all of its subtasks are also automatically reopened, even if the subtasks shouldn't be reopened. This is confusing and makes people think that all of those previously closed subtasks all of sudden need work done to them. The system also sends an email when it does this. There needs to be an optionHow to delete a "Segment" Folder?
How to delete a "Segment" Folder?Restricting Agent Offline Status and Enhancing Status Visibility
Hi, I hope you're doing well. We would like to request a feature enhancement regarding agent status management across channels in Zoho Desk. Currently, agents can set their status to offline for email, chat, and IM channels, resulting in preventing ticketsIntegrate Zoho Portals
I'm fairly new to the Zoho system (moving from other ATS) and exploring a lot. I can't find a solution to integrate the various Zoho Portals into one (Zoho) site. So I'd like to setup 1 Homepage (in Sites?) and include the support portal from Desk (asAttendance | Flexible Working Hours
hi there, we are a small digital business working with flexible working hours and we are having a hard time setting up zoho people for attendance tracking. everyone of us has an individual agreement with the company regarding weekly hours (e.g. 40 hours/week,Custom widgets on Zoho one dashboard
Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projectsHow to Check FESCO Online Bill
Checking your FESCO bill online is simple and can be done in a few steps: Visit the FESCO website: You can access the online bill system from the official FESCO website. Enter your Reference Number: This is a 14-digit number found on your previous bills.Terrible Customer Support experiences with Zoho the norm
I've been using Zoho for several years and my experiences has been: Even when we describe the issue clearly, Zoho Support's first response will ALWAYS be to provide far more detailed information, or to create a video recording of us reproducing the error,One license but several mailboxes for one person
Hello, I am interested in getting a Zoho One license. Unfortunately, there is one major issue with the pricing. I am only one person using the Zoho apps. I plan to use them as individual entrepreneur. Although I need several mailboxes in Zoho mail forLink Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoicesNext Page
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We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites PageAgriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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