Stop Automatic Change of Status when Interview Scheduled
We have a phone interview process. We want to be able to have two seperate statuses depending on interview type (Phone and In Person). But every time we schedule the actual interview -- the status changes to the default Scheduled Appointment Status. IBlueprint vs Workflows
Hello, I am setting up all my automation for Zoho Recruit. Is this best done in WORKFLOWS or in BLUEPRINT. I want to trigger status changes and email automation.Need blueprint button on Mobile.
Hello, Need blueprint button on Mobile.Two or more domains under one log in
Hi team, I currently have two business with different domain names. Is it possible to access/switch between each domain under one login? E.g. have two email accounts under one log in. Or do I need a separate zoho account for every new domain (business) I have? Thank you, ThomasDo I have to get rid of MS365 Outlook?
Hello. We are on MS365 and currently starting with Zoho One. I'm confused about the different options to connect Zoho with Outlook, but I cannot extract the best solution from all these options. I can not find any pro and cons to switch over. We willUnification of email communication across all Zoho Applications
Hello Users. After reading these community posts for days, I would like to propose an enhancement to make all of our lives easier. It is about the outbound emails sent by any of the Zoho applications. @All readers: if you find this a valid requirement,Incosistent Data in Zoho One Bundle
Hello, is there a full description about the calendar functionality in Zoho One? This is not the first objective, which doesn't seem to be consistent amongst all applications. Topics we are looking for: We expect a single calendar per person, where allZoho Calendar sends Event declines on behalf of MS Outlook
Hello, I'm syncing my Outlook Calendar with Zoho Calendar as recommended in your KB article https://help.zoho.com/portal/en/kb/calendar/syncing-other-calendars/articles/caldav-synchronizer-for-outlook#How_CalDAV_sync_for_Outlook_makes_your_work_easy AndDeleting a Webhook
Hello, I am trying to delete a webhook with in our CRM. The webhook is between CRM and Flow. I have removed all CRM connections within Flow, but when I try to delete the webhook I get this message: "Sorry! You cannot delete this Webhook as it has beenProblems with the builder not saving my edits
3.2.23 Has ZOHO sites been down/slow/having tech issues?About Account Registration Function in Member Portal
I would like to know how to set the account role to customer automatically after the user sign up the account.Request Client Login Details Securely
I have clients who need to give me their login credentials to do their work. We use Vault internally and have that integrated with Desk. I was wondering if there is an extension that allows us to get our clients to complete a secure form and store thatZoho One Mobile Device Management MDM feature
Dear Zoho Corp., during the last Zoholics in April 2019 it was announced that Zoho One would have integrated a Mobile Device Management MDM feature. We thought it to be a very useful addition and since then we've keep the Zoho home page monitored but we still can't find any beta access nor ETA for that. We'd be glad to know if the product integration is still under development in order for us to plan deployment or check for another solution accordingly. Kindly regards Marco Carolli Zoho One MDM integrationBest way to track time without project
I need a very simple solution for someone to log how many hours a week they are working. That's it. No need to attach it to a project, customer or anything. I have looked into Zoho People, Zoho Projects, Zoho Books Time Tracking, Zoho Payroll, and can'tConditional Assignment : How is it triggered
How do I trigger the conditional assignment of apps for existing users? For example if I have an employee that has been promoted to a manager I will need to change their designation and add them to a new group - can this trigger a change in their roles/permissionsConstruction Project Management
Has anybody efficiently and successfully done construction project management through Zoho One or the Project module including budget an$ job costing?Seeking design ideas to "associate" a CRM custom module record with a People and/or Projects Task-level record using a "timer"
Use Case; Designer starts and stops a timer associated with a record in a custom CRM module. There might be multiple work sessions for a single record. (This functionality is identical to how a Task in Projects works). Timer(s) are added to a timesheetCareer Site's Candidate Application Form: Enable OFF as an alternative for Candidate's field Email
We would like the full configuration flexibility (Required/Optional/Off) for all fields which are not mandatory for the creation of a Candidate record. Especially the Candidate Email field. We use the new Career Site and the Candidate Application Form.How to buy more mail storage as a Zoho One subscriber?
Dear Zoho Support Team, Our organization is a Zoho One subscriber and has been enjoying the benefits of using the platform for business. However, I have recently encountered some issues with my mailbox being full, and I am in need of additional storageZoho integratioon with Woocommerce
I use Zoho One and would like to know whether the integration of Zoho One account is possible with two e-shops using both woo commerce plugin. I have read that more than one online store (such as shopify and others etc) is possible to get connected with Zoho but what about Woocomerce..?We have a Zoho one subscription in which all Zoho apps are available. Now that we don’t use all Zoho apps, I want to use only some apps and want to bill only for the using apps, not all the apps.
We have a Zoho one subscription in which all Zoho apps are available. Now that we don’t use all Zoho apps, I want to use only some apps and want to bill only for the using apps, not all the apps.Widget for Marketing CRM??
Hi All, I saw this very cool marketing Widget, that looks like it will show recently sent emails, SMS, social media, etc. etc. I have been struggling to find a report that will show the contacts that I have made (via calls, texts, emails, etc.) and thisZoho Mail Adding Imap Gmail No Working
Hi, We are having an error setting up a new Gmail Imap account on Zoho Mail. We have done everything per the recommended instruction. were are getting the same error. We have check and triple check the password. See below or attached screen shorts ZohoZoho Virtual Account
ZOHO CEO account has access to all settings and permissions. You also get to see everything that is not always useful in practice. Can you create a virtual account that only serves as a CEO. With the paid account as manager, we as a user would only seeOption To Restrict Specific Zoho One Apps Based On The IP Address
Is it possible if i can restrict specific Zoho One Application based on the IP address so that employees can not access those application from their home or outside office network. Currently in Zoho One admin panel under security tab we have the optionRefund or not refund...that's the question
Hi guys, I just declined an order paid by Stirpe and has been show the message in attachment. But I can't see any refund transection in Stipe account and in the order payment details (in attachment). So the question is: Refund must be done manually orHow does a single marketing, sales, accounts & projects team manage multiple organisations with different work scopes
Dear Zoho Experts, Greetings! We have multiple organizations but managed by a individuals in the respective departments. Would you suggest if we should go by an all employee zoho one plan for differentiate departments with individual apps. We have employeesreverse synchronization with crm
I have a way to request to reverse a sync with CRM. I change the ownership of candidates in recruit and would like to return to the previous state.Zoho Team Inbox is not integrated inside Zoho one? Can this be changed so that it does not open in a different tab?
Zoho Team Inbox is not integrated inside Zoho one? Can this be changed so that it does not open in a different tab?Standalone LMS tool
Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?blueprint zoho recruit como ingresar interview
Como puedo desplegar en blueprint personalizado zoho recruit las fases de interview para que al ejecutarse despliega pantalla para programar interview. en mi blueprint aparece como la segunda imagen solo permite acciones de correo, actualizar campo crearSupposed started Free Trial
I got into a offer to have 30 days free trail, completed the info needed, received email, confirm all and on the web page showed just Le damos la bienvenida a Zoho One, Rogelio Arrambide Esperamos que disfrute de la prueba de 30 días del producto. Estáabout zoho one license options
1. whats are the different between Account to Employee as i can see at this page: https://store.zoho.com/html/store/index.html#subscription?serviceId=360000&customId=d9d56984f232ff1d335bd08c6c07f15c seems like Account and Employee are two different things.Accountant & Multiple Organization In Zoho One
Will Zoho Books regain Accountant and Multiple Organization access in the Zoho One environment? It's becoming redundant accessing books in a separate browsing session to switch to a different organization or pay for a user license to have external accountantDefault Payment Method to bank trasnfer instead of Cash?
Hi All! I noticed that all the payments we have been recording are "Cash" (current default) instead of "Bank Transfer". We don't do cash payment, its ALWAYS bank transfer. Actually, all the payment we have matched to invoices, have been done through thedeskで受信するメールの一部が設定できない
お世話になります。 zoho oneを使用しています。 deskでメールの送受信を行っているのですが、5つ設定したうち2つのメールアドレスの受信しか確認できません。 なぜだか教えていただけないでしょうか。 ---------------- desk ・サポート用メールアドレス：設定済 ・差出人メールアドレス：設定済 ・DKIN認証：設定済 ---------------- よろしくお願いいたします。Company Details
Hi, I tried to set up my portal but I was asked to complete my company verification process to gain access to the Portal and its features. However, a pop up shows "Your company particulars don't match. Please verify." Please refer to the attached image.Signed forms to multiple users
Hi. We are just testing Zoho one and the sign feature is perfect for us. We would like a completed form to be sent to multiple users rather than just the owner. How do we get this too works as can't seem to find anything that workswhat is the best app for this customer facing portal
Hi long time user but i need to pick your brains. We have a new business that requires a customer portal. I need for them to be able to access the following. 1. See old orders and reorder 2. Equipment we are renting to them. 3. see as catalogue of products related to them. 4. payments made and due 5. personalised messages and offers 6. colourful reports. So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i lookedTest-User within the Zoho One License
Hi, we recently subscribed Zoho One. I agreed to license Zoho for all employees. I need an account to test the functionality of Zoho, before rolling it out to the teams or departments. As we are planning to have colleagues in certain geographical regions,Next 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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