Auto check-in (Attendance)
Hello, we are evaluating the "Attendance" module of Zoho People. is there a way to automatically check-in/check-out when close to/away from the office? Thank youBest way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of youProvide Client Names and Logo on Career Site
We want to use the Career Site feature of Zoho Recruit. The issue is we have the Staffing Agency add-on, but all of the job postings on our career site look like we ourselves are hiring, not us hiring for clients. Can you make an update to the careerHow to remove Zoho Show, Sheets and Writer from sidebar?
If Workspace is active it auto puts the tabs of show, sheets and writer on sidebar. These apps can not be hidden. these seems like a bug or very bad feature. How can it be removed?1099 Employee User?
We use Zoho One all-employee pricing and we're considering hiring someone as a 1099 employee to assist with cold calls and I'm not sure if I can add her or not? She won't be working year-round either just a month or two here and there so it seems sillyCustom Sign in page through custom domain.
Is there a possibility to do that? I would like employees to be able to sign in through another option that is not Zoho One page but through a custom domain page.For the love of God, Please make an investment into basic personalization.
Dear Zoho, I'm sure I'm not the only one who feels this way, given I've this request in your support fromuns dating back to the early 89's but it seems like all the products out there have a major flaw when it comes to customizing basic items like emails,Work Order
Is there a module where i can create a work order and manage it processes ?How to Configure ZOHO One to a Solar Business.
I want to find out some key points: - Can I input Client data and have it work with my Projects, Tickets, Orders and Incentory? - Can each project have specific DAta, such as Tasks (can Only be completed with photos), Customer Sign Off (Can a documentDispatching Field Worker from Desk
Hello, I am a ZohoOne Admin. we would like to use Desk to dispatch our field workers for tickets. How can this be made possible? Looking for solutions & help Thank you!FSM
When will FSM be available this has been on going for a number of months now thinking of choosing another platform for such useAuto Update of field based on another
Hi guys. I need help on this. On that dropdown that says global jurisdiction there are countries that use a different currency. So how do i set it up in such a way that when i select like Hong Kong it automatically assigns the respective currency toAssign projects imported from Zoho Projects into Zoho People the primary client
When importing projects from Zoho Projects into Zoho People the primary client should also assigned as the correct client in Zoho People. If the client has not yet been imported into Zoho People from Zoho CRM the client should be imported as well.Frechheit: Backstage auf den Zoho One Tarif zurückgestuft
In Zoho One ist auch die Backstage-Lizenz enthalten. Wir arbeiten seit ein paar Jahren damit. Vor kurzem konnten wir in unserer Lizenz auch endlich unsere kleinen Events mit einen Preis anlegen und einiges anderes mehr. Das war super. Aber nun könnenClient with multiple job opening for same Role/Deal? How to link to Zoho CRM
We are a staffing agency that has Zoho Recruit linked/synced with Zoho CRM. When a new client (Account) comes in to our Sales process a Deal is created in Zoho CRM. Sometimes these clients want to hire multiple people for a specific role. Example: TheyPlease update current status in Client Submissions on Client Module
Hello All, In the client module, all of the candidates submitted to each client are listed there. However, the status for every candidate shows as Submitted to Client. Can we please have this status show as the current status of each candidate. We haveDeactivate Zoho Click Smart Bar and Zia Search
I do not like the Zoho Cliq smart bar being on the bottom of all pages and neither the Zia Search Button. It seems like there is no way of disabling it. Why isnt there the option to do that? It is so fustrating that there are buttons everywhere that areAttachment Section of CRM
Hello, It would be great if there was a drop-down field where you could label what each attachments is when added. Then, you could use this drop-down field to create workflows or reports. For example, in our deals module, when a PDF called a "POE" isSubject Line Editing
Good morning How can we change the subject line of an email?Switch to providing a convenient Calendar solution
The IDEA: Please build up a single, central calendar solution where any of your applications will interface by default to make it easier and more transparent to the users and administrators. @All readers: if you find this a valid requirement, please don'tファイルをダウンロードできなくなりました。
商談の添付欄にファイルをダウンロードできなくなりました。Vacation that overlaps calendar year
How do I set up Vacation so that requests that overlap calendar year's do not remove vacation allowance from the current calendar year? (We refresh the # of Vacation days January 1st of each year) Example: Jane has 3 vacation days left in 2023 Jane requestZoho CDM Sync w/ Campaigns
I can't get Campaigns to sync with Zoho CRM. Under Contacts > Sync, Zoho CRM has a grey dot in its box that says "Accounts not associated", however if I click to "Associate New Account" I get an error that states "Organization is already integrated".Cant add Zoho Campaigns to Zoho One
In Zoho One when trying to add a new app it says "pending for approval" next to the campaigns app and when hovering over it, it shows request access which also doesnt work. How is it possible we dont have access to our own zoho campaigns? When going toAppending Data Export not working
I am trying to export data on an hourly basis from Zoho CRM to Zoho Analytics to Zoho dataprep then to a SQL Database. I originally set up the export to Append the data but this deleted all data in my database and only exported the new rows, I then changedMultiple Organziations in Zoho One
Hello I am using Zoho One to manage my organization (Books, CRM, Inventory, etc.. ) . Now I will open a new branch of the same business but in different country and different products stack and different employees. I tried to create multiple organizationsAnybody else have problems with keeping up with Zoho Tickets due to closed status?
So many things have fallen through the cracks because of the way Zoho handles tickets. I open a ticket and whether or not the issue is answered immediately or if Zoho has followup questions or requests a meeting, the ticket is closed as soon as they lookZoho one how many mail boxes ?
How many shared mail boxes are included in team inbox for zoho one?How do I track payment to subcontractor with tax withholding?
By our state government law, we are required to withhold 4% from payments to subcontractors who have ITIN instead of SSN or EIN. How can Zoho One help me with this? We already use Zoho Payroll for our employees but getting a new subcontractor with ITINI am very dissatisfied with the results of Zoho Books and Zoho Inventory
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet reportUse single sign-on for end customers to manage Help Desk access
Hello, imagine this use case: the customer login into our e-commerce using single sing-on as he's logged in using SSO, he will also be automatically logged in the Customer Portal hosted on Zoho Desk I see there's this app (https://www.zoho.com/identity-management/Is it possible to create subform rows in a Zoho CRM object using Flow?
If so, how?ZOHO account for partners
Hi, Can we have a partner login account which validates partner tagging with the customer account allows access to configuration /customization etc. this can still have an OTP verification with customer account owner. Please give it a thought as it is very difficult to ask customer to share credentials every time when there needs to be some changes in the application.Adding time in a table in writer - For building timed agendas and scripts
Zoho Hive Mind I write scripts for workshops. They might look like this 8:00 am - 8: 15 am 15 min narration 8:15 am - 8: 30 am 15 min narration I can put this information into a table and add the times manually. Sometimes I use a spreadsheet so that IContent Management
What suggestions does anyone have on how to manage, organize, sort, display, tag data across the Zoho One suite to include TrainerCentral?Creator form display error in Chrome
I'm having a problem with a single specific form in my app. There have been no changes to the form and I have tested by turning off any associated scripts, but nothing has changed. Through some different device I have found the issue to be that this pageZoho Premium not responding to messages
We have reached out to the following emails with no response : premiumsupport@eu.zohocorp.com premiumsupport@zohoone.com My company pay for premium support but so far have not even recieved an acknowledgement of our emails: Raised 22/06/23 10:40 UpdatedUser activiation issue
Hello, Why I cannot play with activating and inactivating users ? It says that I can max have 12 active users due to what we have in our subscription but it prevents me to active more than 9 users. What's going on please ? See attachments Thanks JosZoho Scripts are slowing my websites
I currently have my websites hosted by siteground which points to our firewall sucuri which has a CDN to speed up our websites. The zoho scripts that we use for zoho marketing hub, zoho sales IQ, zoho campaigns, and even the zoho cdn are slowing my website and failing upon testing for website optimizations https://www.webpagetest.org/result/200723_KJ_700581267ccb6090435c548a116ed6d0/ Could you please help me and direct me to how I can optimize these scripts? Its really dragging down our website speedHow to use CRM custom button and client script?
Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-SideNext Page
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Announcements
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 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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Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriGuidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a ZohoInitiating a SalesIQ Zobot from a custom button on Zoho Sites
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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