Owner 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 toZoho 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 ZohoClarity on Zoho One & Marketing Automation Limits (Leads, Bulk Emails, Visitors)
I have scoured this forum and reviewed the Zoho One Plan Details page for Zoho Marketing Automation ("ZMA" - formerly MarketingHub). There have been several forum threads requesting full transparency on ZMA limits/pricing under a Zoho One subscription.Unlock a "Hired" Candidate
OOPS! Fist time here, an we changed a status to hired instead of sending the offer letter. Now it is locked! Is there a way to UNLOCK them so I can send them the offer letter?zoho for property management / short term rental , billing
Hello all, I rent a few rooms on short term, so always by the month. For this I have made a own zoho one account. Now I ask how I set up this now fundamentally useful. The process is as follows. I get by standardized email from the mediation platformZoho One Apps
Has anyone else noticed that all of the Zoho Apps lack tons of features? Zoho Creator is awesome, but all of the Zoho One apps simply don't deliver the "punch" like other software solutions designed to do the same thing. We find ourselves constantly submittingExposing Widget Node Route to front-end
I'm building a widget that needs to contain an API key. So, naturally, this needs to be in the backend side of Node so that the code cannot be viewed in the browser console. I've created an express route in the node backend, for example: expressApp.get('/api/get-key',Add a client field in the Assessment tool
I would like the ability to add a client to the Assessment tool so I can build different assessments for different clients and being able to filter them. This is through the Staffing Edition.Zoho Creator customer portal users
Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal. At most we need 25 customer portal users. In our Zoho One plan we only get 3Standard Forum Post and Response
Me: Hello, I need help with making this happen ________________ Forum: "crickets" Forum: "crickets" Me: Hello? Forum: Oh sorry you can't do that. Zoho: Oh sorry you cant do that, but if you email a business process to us we'll help. Me: 4 years laterNext Page
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Zoho 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 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 contain
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Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on whichHelp upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
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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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