New Zoho Logos
OK, folks, this is a teeny tiny nit. I'm fairly new to the Zoho family, so I be missing some historical perspective. We've adopted Zoho One all across the company, and while the out of box experience wasn't quite as easy as I had hoped, we are quite happy and increasingly pleasantly surprised at the many improvements since adopting Zoho One. I was surprised to learn today that Zoho is replacing their colorful product logos with new monochromatic line art logos. I read the article they sent out
Can I pay my Zoho monthly license via invoice?
we currently pay for our zoho license via credit card. Is there a way to pay via invoice direct to zoho or through a 3rd party?
Zoho Status for EU
Hello, Does anyone know if it exists, the status page for EU Zoho services ? https://status.zoho.com/ just shows for the US. It's very important for our business to be able to navigate when a service is down. Regards, K.M
Where can I find the unsubscribed contacts in MA 2.0?
I'm using MA 2.0, and in my contacts list I see two unsubscribes. But I can't seem to find where I can see who actually unsubscribed. However, I did see in my first email, that I had 2 hard bounces. Does the system automatically unsubscribe when there's
Edit Layout of 'Candidate Approval' page & Allow Filtering
We'd love to be able to edit the layout of the 'Candidate Approval' page to show different fields. We'd also love to be able to filter the view by certain fields like 'Clinician Type' or the job they applied for. Thanks!
Zoho One Licensing for Zoho People
Hi, We are already using Zoho One CRM and Inventory. If we adopt Zoho People, will there be an additional billing?
Deleted Zoho Survey responses are still stored in Zoho Analytics
Hello there, I have created a Survey and set up Zoho Survey as a data source in Zoho Analytics. I made a few test entries in Survey and deleted these responses again. Now I'm wondering why they are STILL to be found in Analytics. How do I get them out?
Is WorkDrive included in Zoho-One?
Is WorkDrive included in the Zoho-One suite? I am also asking because I see a new button in my Zoho-Mail - see image:
Can't add the user as an employee
Hi, I have an employee account and I have access to some apps without any problems. However, my admin can't enable access to Zoho Projects for my account. Whenever he tries to add me, an error message shows up as "Contact with this email address already
Invite people to Zoho CRM (Zoho one subscription)
Hi everyone, I was wondering if there was any way of inviting people/guests to my CRM ? Is that someting feasable ? I need my subcontractor to be able to use it sporadically, when we work together. Alternatively, could i just let him use my own account
Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per
Adding an Accountant or Bookkeeper to Books
I'm trying give my Accountant access to Books. I've created a new role called Bookkeeper (cloned off the Accountant) and tried to invite the Accountant. It takes me to Zoho One dashboard for Books but it won't let me add the User because I only have one
Can not add users to Zoho One
when trying to add a new user the system wouldn't allow me. the domain is our companies main domain that is also used for me as an admin...
Has anyone had issues with Zoho one and Wacom tablets?
On our iMacs, safari browser, the left menu on zoho one is very difficult to click with a Wacom tablet. The buttons get constantly dragged rather than pressed. Similar issue in Zoho Connect. Its quite frustrating - has anyone else had this issue and found
Client Portal Login With Registered mobile Number and OTP
This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.
Inventory Remaining Days
Hi, I would like to know if there is a way to have a report that is done automatically that shows how much days there is left for a SKU. This would be the formula : ''Available Stock''/(''Average sales per month for last 3 months'')= remaining month for
Product/Quotes with a Setup AND a Recurring (monthly) Fee.
Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product details
I can't proceed to adding applications or using any application
Asset Management + Access Control [Employees]
Hi, I am looking for a solution to allow me to associate and track internal assets with our employees. These could be the assignment of a laptop or anything else. Ideal is that we manage the assets on a separate list/db because it would allow for a layer
How to add free Zoho CRM users with the Zoho One Paid Subscription
Hi All, I have purchased a Zoho One Subscription for my company, but I need to add free Zoho CRM users into my organisation. I have tried some method and unable to do it. Can anyone help me to achive it. Thanks in advance Yours Truly Gautam 95973428
Data syncing issue with Zoho analytics
We are facing issue in data syncing from our google big query to zoho analytics, it was working since 3 years and suddenly stopped working giving reason resource not found in US location, whereas our resources are in Mumbai region since beginning, we
Adding a Download field to a form
I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.
Zoho 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 feature
Multiple customers
Hello Zoho, 1. Is there any feature I can use to serve multiple customers? 2. Or do I need to buy one subscritpion to each of my customers? If so, is there a compensation plan for this option? Meaning, I'll be driving customers to Zoho and without a compensation
Where can I see a list of which Zoho apps I am subscribed to
I would like to see wether they are the free versions or paid for (not the free trials) which apps are included in Zoho One
Adding more addresses in Accounts
Hi, I am not an API developer but involved in setting up Zoho CRM. I am trying to allow customers to add more than 2 addresses "Home & Work", whichever the client wants to add such as "Friend address or Parents' address...etc" those are optional, something
Directions on page aren't accurate...
Hi! I'm on this page and it shows I need to go to "Directory --> Domains". But when I go to Directory, there is no option for Domains. Any ideas? Thanks! -Brian
How to point Snowflake DataPrep connection to use a particular SCHEMA
Hi - how do I set the Snowflake DataPrep connection to use a particular SCHEMA in the database? I've tried appending the schema to the database name and to the table name but not working so far. Also I am getting errors on "warehouse not active" and "user
Cannot fetch ticket info via custom function
Hello! I'm creating a custom function on a recently created department, but when i try to fetch the tickets details using the Zoho Desk API i get the following message: {"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}
Blocking Desk Blueprint Transition from Widget
Hi, Has anyone got a working solution for blocking a blueprint transition from a widget? My use case is that the customer has an external warranty system that holds details based on an item serial number added to the ticket. They need the widget to confirm
Zoho Social Account
Dear sir/madam, If I understood correctly, Zoho Social is part of the Zoho One package. I have a trial account with Zoho One (today is the last day) but Zoho Social logs in on another account. Same e-mail but I'm only given the option for a separate package.
How 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 Zoho
ZOHO Marketing Automation Leads issues
Hi Guys, from some hours ago I've this problem on MA Leads Any suggestions? thanks W.
Error with Function in Recruit {"code":"4834","message":"Invalid Ticket Id"}
Trying to create a workflow in Recruit where a function updates the Candidates status. But I keep getting this error {"code":"4834","message":"Invalid Ticket Id"} Code is below cId = 52130900000xxxxxx; response = invokeurl [ url :"https://recruit.zoho.com/recruit/v2/Candidates/"
Extend Trial
Can you please extend my trial for zohoone for 1 more week. thank you
Struggling to find the right flow for sending an invoice with a link to pay
With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact with
Zoho One Interface for Books - Recent Items Icon
The Zoho One interface is fantastic but there's one minor thing that constantly stops me up using it. The "recent pages" icon to show the last 10 pages is such a handy feature but it's nowhere to be seen when using the Zoho One interface. It would be
Mass update
I want to make an update to everyone who opened a certain email. This is the screen I get after selecting a field and a value to update. Number of contacts selected = 0 what am I missing? Thanks
"Same as Above" Checkbox
I have a form which requires both a Billing address and a Ship To address. We have a number of clients who fill out this form on a regular basis and have expressed frustration that there is no checkbox for "Same as Above" if the billing address and shipping
A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks
Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time
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