Can I automatically create folders upon Zoho Deal Creation?
Our company is very creative centric and we need creative customer folders created for each deal created in the zoho crm. Is it possible to automtically created a folder with the deal name inside of workdrive when a deal is created?Billing
I deleted the former 2 employees, and now only have one user, yet I was still billed for three. Please advise, Samchange super admin email address in zoho one account
Dear Support, We want to change the zoho one super admin email id from Earlier ID: sandhya@secnic.in New ID: info@secnic.inZoho One / Login with zoho account on windows device
Hi Zoho, Zoho user, Is there a way in zoho one to add windows devices and make it posible to login wiht their Zoho Account on that device? We started using ManageEngine to manage the device, but somehow I'm not able to find this feature. Can someone helpData Prep not joining datasets
Hello, I have multiple data sets i am pulling from zoho crm I am trying to combine a subform data set with its parent module using left join. Anytime i do so i receive the error Column DS.Id not found for the join transform. Please input dependent column.Enabled Microsoft SSO and MFA is occurring twice
Hi, I recently enabled Microsoft Azure SSO as the IDP. When users attempt to log in, they are prompted for MFA from Zoho and then again from Microsoft. How can I disable MFA for a specific group of users from the admin portal, allowing Microsoft to controlMigrating from Google to MS Business 365
I currently use Google authentication to log into my Zoho account. I will be migrating from Google to Microsoft shortly and was wondering what I will need to do to ensure I have access once the migration is complete. Does anyone have any experience withConvert to Org. external user not working?
Hello, There is an option in Zoho One admin to convert an external user to your organisation. When I click this the user gets an email to accept - but then they get an error saying they are already added to a Zoho One organisation. But they are addedCan i add new mailboxes without adding new users (ZOHO ONE)
we are new zoho one users. we are considering switching over our email provider from g suite to zoho mail. It seems we can only create one mail box per zoho one user. we would like to create a few more mail accounts beyond our users. is this possible?Zoho Mail, Team Inbox or Sales Inbox?
Hey guys, I’m running into a puzzle deciding what the best application will be. I want to transition/convert from Google Workspace to one of the mail apps in Zoho One to handle my emails but I’m not sure what the best one will be in my case. I am alreadyCampaign like visibility within Zoho CRM
Hey Team, I love the functionality of Zoho CRM but the biggest missing piece for me is the visibility of marketing activity within Zoho CRM that Zoho Campaigns has through the Zoho CRM Campaigns module. Is there any plan to either add the visibility intoIncoming call Zoho Books Icon Telephony
When the customer calls, the notification pops up on our Zoho CRM. It shows Sales IQ, Desk, CRM, and Recruit icons. Is it possible to add Zoho BooksZoho One Org Account - Buy 1 PageSense License?
My organization has Zoho one accounts. I’d like for an outside consultant to be able to access our PageSense App to be able to read reports, create experiments, etc., but I don’t want to buy a whole other Zoho one license - I’m only interested in havingUpdates to Underlying Data Not Showing
Hello Team, When I add a column(s) to the underlying data of a chart it does not stay added when I reopen the chart. When I try to save after making the intended changes I receive the message "Already saved. No modification found". I tried adding fieldsCan I access training central with my subscription level?
I am trying to use the Training Central feature. I have ZOHO ONE. Can I access and use Training Central with my ZOHO ONE subscription? If so, How? Do I have to upgrade my subscription to use the Training Central feature?Check-In/Notes Section
Hi there, We have noticed that in Zoho People, there doesn't seem to be any Notes or Check-In section which is really beneficial for when you want to make notes about staff and document or log conversations you've had that would be important for referencingIgnored : Where can I find more details ?
Is there anyway to find out why a lead was ignored moving through a journey to the CRM ? Is it possible to set up an alert so we don't have to activly check journeys every day to ensure things are working ?Map App to Zoho Ơne Before or After Upgrading?
Hi. I am on the free trial for Zoho one and the paid version of Zoho Marketing Automation. I got this notification: "You have a paid Marketing Automation account and a Zoho One trial plan. To map your Social Spark account, you'll need to upgrade yourMerge Tag 'Tell a Friend' Missing From Options
When looking to add the 'Tell a Friend' merge tag to a new campaign, we are missing the option within the pre-defined merge tags. I can see how to add the tag as an individual component but would rather have the option to anchor to text, so as to displayPass data (zoho record id) from Zoho CRM to Web tab widget
I'm developing a widget which will be hosted in zoho crm and open form button click. My question is how can i pass zoho record id (e.g. contact Id) from detail view page to a Webtab widget? I've tried using following JS SDK function which returns false. var message = { arg1:"Argument 1", arg2:"Argument 2", arg3Nested:{ subArg1:"SubArgument 1", subArg2:"SubArgument 2", subArg3:"SubArgument 3", } } ZOHO.CRM.UI.Widget.open({Entity:"WebTab1_Widget",Message:message}) .then(function(data){ console.log(data)Partially Sales order to back order into purchase order by vendor wise
our sales order created as per our customer requirements after we are dispatched the order. In dispatch order in few item less to customer. for example: sales order in item 1 is 100 qty item 2 is 50 qty item 3 is 40 qty our product stock is item 1 isB2B aspect of Commerce - external representative access
Hi, We use Commerce as a B2B platform for our retailers who distribute our products. They all have an account to place orders themselves on Commerce. As in every business reality, it is not all customers who will use the platform. Some still go throughFrom OmniAccounts.co.za to Zoho.com
Hello all. I am trying to convince a client to move from omniaccounts.co.za to zoho.com because there are features in Zoho that she needs in Zoho that are not in Omni Accounts. Could you do a comparison table, or is there a comparison table of the twoDataprep - DateTime Field is not being exported to Zoho CRM
Hello, I'm using Zoho Dataprep to export data to Zoho CRM. All the fields, except the DateTime, are exported successfully to the CRM Module. The field i'm trying to Export is "Data_da_Posicao" and it's target is configured to the correct field in Zohousing zoho sites i want a pop up to appear when a customer clicks "contact us" to collect customer details for zoho crm
Hi I cannot seem to find this simple request function anywhere. We use Zoho sites and have access to the full Zoho One suite (if another product is needed). I want to set up a pop up when a customer clicks on a button, in this case contract us now. InIntegration with Nextiva Communications (VOIP)
Hello, Does Zoho plan to add Nextiva into the Line of Telephony Integrations for Zoho Products such as Zoho Desk, Zoho One or Zoho CRM? Nextiva is a leader in VOIP communications, and I am not understanding why no integration exists currently? Is thisAutentificación de dominios en varias aplicaciones de Zoho
Hola, Si autentifico dominios en Zoho One, ¿es válido para todas las aplicaciones de Zoho que tenga en mi plan? A día de hoy estamos autentificando los dominios en cada app de Zoho que hace uso de email y es un lío para la empresa que gestiona nuestrosOne blueprint that includes all zoho products
Is is possible to create a single blueprint that spans several Zoho applications? We have a process that starts in zoho desk but includes components from Zoho CRM and Zoho Sign and then Zoho Billing. It would be really cool to be able to have the process"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"}
Hi, Good mornig , I have a problem with add data to creator API and I don't understand for why. The same process be have correctly excute the last week. {"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"} I need you help. Thank YouView Zoho User's Last Login
Hi there, How do I see the last time users in my org logged into Zoho? I looked in Settings, as well as, Reports. Cheers, JonRenaming the accounts module not working
We use Zoho CRM in German, but the translated version leads to confusion between the Accounts and Contacts modules. I assumed it would be a matter of seconds to have the german Module «Kunden» appear under its original name of «Accounts» which would beTried Zoho One and cancelled, now locked out of Zoho Workplace
Hi, I am subscriber to Zoho Workplace and decided to try Zoho One to see if it could meet my needs. I decided it was not what I needed and cancelled the trial. Now, I am unable to access Workdrive as the system thinks my trial has ended. I have not hadcloud console support for music websites
Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments to play. So I want to build a better website than the one I mentioned. So wnated to know what UI & AI should I use so thatImproved Ticket Status Management in Zoho Support
Dear Zoho Support Team, I'm writing to request a change in the way Zoho Support handles ticket closure upon agent replies. Current Issue: Currently, when Zoho Support agents respond to my ticket, they often set the ticket status to closed. This createsBlocking 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 confirmError adding a new user within our organization to Zoho Sites
Hello, We currently have an active site that was upgraded to V2 & are receiving an error message (with no details) when trying to assign a new user to the sites application. She is already a member of our organization and is utilizing an active Zoho oneZoho one trial user
Hello to everyone im currently on the zoho one trial period and i have a small pest control company. Im going to be hiring a remote virtual assistant. Which service plan should I choose ?Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?
Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?Zoho forms - > Zoho desk multiple agents
Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would beZoho CRM iPhone Sync
Is there a way to add my crm contacts as a "group" on my iPhone contacts list? Then when a contact calls me, their name will show up on my phone instead of just the number. Thanks!Next Page
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Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in ZohoLog360 Cloud is now integrated with Zoho One!
Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to ZohoZoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Introducing Zoho's own SMS gateway
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 way
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Systematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingWindows Device Authentication
We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, itQuery Regarding our Partnership between AIC-JKLU and Zoho
Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,Zoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?
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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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