Exclude some contacts from personalization
Hi. I want to personalize our e-mails using "Hi {First Name}". However, some of our contacts did not fill in their full first name, but only their initials following by a dot. Is it possible to exclude all contacts with a dot in their first name and showSwap Routing Emails Through Zoho Instead of Microsoft 365
Hello, right now I am using Zoho One with Zoho Team Inbox but routing emails (also using sign in) through Microsoft Office 365. I am thinking about leaving office 365 and using only Zoho One. Can I route emails through Zoho Mail or other Zoho Apps, arePayment Reconciliation
Hi I need some help please. I am looking for a platform which can do the following tasks 1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accountingSuper Admin has to contact administrator??
Received this error trying to set up the Tasks App.... but I'm the super admin of our org. How do we get around this?Zoho Lists/Subforms
Is there a way to do a sub-form or is there an app, but with a pre-filled list? So clients only need to enter the data? I've got a Lookup field, but its no good if they don't know what to look up. Also, is there a way to do a list, like the Trade Contacts,Overlapping Zoho Apps
I have always loved the idea of Zoho One but always felt the individual apps were lacking but in my most recent assessment, found the apps especially Projects, Cliq and Mail much improved and we've now headed down the path of moving towards a Zoho One2 questions and consultant needed for customization for business
Hello, I have two questions I would like to ask the community. We have been a Zoho One member since June 2018 and love the applications and flexibility for smaller business. Our busiest time of the year is right now and all of our properties are full. This has allowed me to begin phase 2 of Zoho over the next 8 weeks. We are a property management company specializing in overnight vacation rentals. We use a middleware/booking engine for 2 way integration with the Online Travel Agents (OTA's) suchOwner Email Address. How Should I set it up?
Hello, I am going to have all company-related operations under Zoho One. Right now as I can see on Zoho One config Zoho Organizacion owner is selected from the employee list. The employee that is the Owner has his Zoho Account Profile linked. That ZohoSelling COURSES and MEMBERSHIPS using Zoho products.
Hi guys, Courses and Memberships using ZOHO products. Has anyone been able to make this work? I want to know if anyone has found a combination that works for them. I am a course creator, I also sell ebooks and other related info products. I have been trying to create a course site with membership options for a while. TWO BIG challenges. Stripe and Paypal are not available in my country. This challenge alone rules out most hosted platforms like Thinkific. Payment gateways available in my country are:I want to unlink my zoho one account in marketing PLUS
Hello, I currently have a zoho one subscription with all the zoho apps. I was doing well I used zoho campaigning, zoho social, pagesense all the apps at the marketing level, my mistake was linking it to marketing plus thinking that it was going to unifyChange Candidate Status Forms to Recruit
Hi, There is a field in the integrations page of Zoho Forms to Zoho Recruit that says 'Candidate Status' I have mapped this to a field in Zoho Forms, when a form is submitted it updates all the fields except the 'Candidate Status' field. Why is that? EvanSending JD along with Offer as attachment
If i want to attach the JD along with the final offer, while sending it to the candidate. Is there a way to ensure that the candidate signs and acknowledges the JD also along with the main offer letter?Wich version of Backstage is included in Zoho One
Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you GuillaumeValue of Orderbook
I am not sure how to do the below in Zoho Books (or in Zoho CRM) When I win a project, for example £100,000 value, that will be converted to revenue over a period of months, so bellow is how I would like to report (somehow!!) - Tender submitted, £100kHow to create a new list based on user data
Hello, I'm using Zoho one. How can i create a new mailing list based on user data? For example: New mailing list for all the users that signup between 01.01.22 to - 31.12.23 ThanksI can't edit my workflows.
Every time I need to edit a workflow it won't let me. It tells me to contact zoho support. I already did it and the only solution they gave me is to remind me how to freeze and edit a flow (which I always do, but it hasn't worked for a few months). IZoho Support
1) Question: Where is the best place to post issues and questions regarding Zoho Apps if we are a Zoho One subscriber with premium support? Here? or in the individual product forums. 2) As a customer it's very hard to manage a list of support issues whenDisable "Conversion" Button for Leads unless a specific set of values is provided
Hi Everyone, I am sure you also know the problem of ensuring that only complete and correct data sets are transferred to further status or even further data types (Lead -> Account). What i would thus like to do is the following: Create a validation that links the ability to convert a Lead to a list of must-have fields filled out completely. Example: Due to the inability to have different sets of mandatory fields for different status (via masks) i currently only have a minimum set of mandatoryWhy is Zoho One Support So Terrible?
This is sad people. I've posted on here over 10 times PLUS made over 10 calls PLUS made over 10 email requests now for OVER TWO MONTHS. I've been begging Zoho to sign us up for premium support. I'm begging them to take a lot more money from me. They refuseZohoOne renewal
Good afternoon I request support to create email accounts for the moment we are not using ZohoOne and we have looked at how to remove the subscription to only have email accounts is it possible to assign an advisor.Office 365 Integration How To
Hi, Is there anyone who could point me in the right direction for Office 365 integration? I want to use it in Zoho Desk and Zoho Flow, for now, but for the life of me I can't find any step by step guides or other documentation that seem useful. I wantAutomatic back up - Zoho Recruit, books, people,crm, analytics
Hello, Has anyone found a good way of automatically backing up Zoho (CRM, expense, recruit, people, books, analytics).? I have found with tool that does, but it doesn't include recruit or analytics It's a bit annoying and time consuming having to go toTASKS - Dashboard to show ALL Tasks from ALL apps.
The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want usZoho Recruit PRO Edition subscription problem
I've paid for Zoho One - and want subscribe to a Recruit PRO account. My organization, at the moment, has two paid users ... and my account is the only account that has logged in, and I want my account to be the recruiter for the company I've successfullyMarketing Automation & Campaigns connection?
Confused that Zoho Campaigns doesn't integrate into Marketing Automation? If it does, ours doesn’t seem to connect and can't see it in apps. Why would the lists, data and campaigns not feed through?Multi-Select Lookup
Hello, I'm having troubles creating a record that includes a Multi-Select Lookup field. I am using nodejs sdk 2.0. Is this possible to even do? A example code of preferably adding multiple contacts would be nice. Thank youWhy exported XML file has no root tag?
We export XML file from DataPrep. So there are no Root TAG in exported XML file. It is so unconvinience. unuseful!Owner on our account has retired
The owner on our Zoho account, Michael Prince, has retired. We need his permissions switched to our office manager, Sylvia Prince, so she can review billing and make any changes as needed.Benefits of Zoho Integration with WhatsApp
All businesses run to increase income and the number of loyal customers. For achieving this goal, the organization must grow and be led to improve its services. On one hand, it is established that a company cannot satisfy needs if it does not have anJIRA status in Zoho Desk workflow
Are there any simple ways to update Zoho Desk Ticket status when JIRA task status was changed? I can't find it in "Workflow" menu in Zoho Desk Thanks!Email segmentation
hi, how does one segment their existing mailing list (using IP address) into geographical segments?Zoho Campaigns within Zoho One
Hi there, We're currently using the free trial of Zoho One in order to see if it's worth moving over long-term. However, we need the use of Zoho Campaigns, and we have over 5000 contacts - so we keep receiving the message that we "have exceeded the maximumlead assignemt
Hi, We have a lead assignment rule setup for one of our products and it assigns leads to users in a group in a round-robin manner. The issue is that it resets every day and due to this people lower in group order do not get an equal number of leads. ForCan I let Zoho Campaign sending a report email to my inbox one day after campaign sending?
I would like to ask if it is possible to have Zoho Campaign automatically send an email with a report to my mailbox one day after sending a campaign. Is this functionality available?Writer, Show, Sheet apps on Zoho One Panel
Hi. Could you add mentioned apps to the Zoho One dashboard?Moving from CRM to Zoho One
We currently have a subscription to Zoho CRM. and are looking to move over to Zoho One. Just looking for some info in regard to maintaining all our contacts and categories from CRM when we make the move. Will everything just carry over as it is connectedCreate user account in embedur UI to view CPE https://broadband-rest.airtel.com
Team- Pls create users for https://broadband-rest.airtel.com/ embedur webportal sheet attachedCollect new data from within campaigns
Hello, I created a webform connected to CRM Leads module with these fields - Name, Last name, Email and mobile number. After the user sign up he enters a customer journey from within the Zoho campaign that send automatic "welcome email" with button directingHow to handle accounts?
Hello, I'm client of zoho one and I have zoho mail account who I use for reselling to my client zoho mail. In zoho one it's included a big space for email and I can't use because my support email it's in email workspace. How can I use zoho one for support@mydomain.comZoho Recruit- Application Status to Candidate Stage
Hello, I am trying to map my Zoho Recruit Contacts into Zoho Campaigns and/or Zoho Marketing Automation so that I can segment my contacts. We have a video application. I would like to send my recruit contacts follow up communications based on their ZohoNext Page
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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 Page
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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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