How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only perExport planned for the dataset to Zoho Analytics failed.
Hello, Despite the corrections made to the currencies as indicated in the messages. I still get the same error messages. Can you guide me to solve these bugs? So far, I still don't have a good experience with dataPrep which is a very good tool. Too manyCreator Customer Portal on Zoho One account
According to the Zoho One Plan Details Page, the Creator Customer Portal allows "2 Customers/employee". This is a uselessly small number per employee. Is it right and if so then is there another way to get more customer slots then to pay $15/month per customer when stand alone creator works out to $0.25/month per customer.Can ZohoOne and Zoho apps import from Linux hosted OpenLDAP server?
Does ZohoOne and other Zoho apps support connections to Linux hosted LDAP servers? I've read that ZohoOne supports Active Directory and requires Microsoft .NET. We are not a Microsoft shop and do not plan to start using Microsoft products. ConnectingLive Time Zone Calendar Adjustments
Recently I've added some ideas addressing lack of basic time zone functionality in CRM calendars/invitations/reminders/notifications that I am hoping ZohoOne can take under serious advisement. Those suggestions represent coding that would only work forZOHO Recruit for agency
Hi, I'm fairly new with ZOHO recruit/career website. I have created a website using ZOHO Sites, how do I integrate ZOHO career site into ZOHO sites?Zoho One - Tasks bugs
If Zoho tasks is opened from Zoho one and then clicked in any of the configuration buttons. Configuration can not be any longer closed as button does not appear. Also, configuration such as color and light dark mode is not saved. It says it is, but itInclude Zoho Team Inbox tab on Zoho one
Right now if you click on Zoho Team Inbox app it opens a new tab instead of just opening it inside zoho one as it happens with the rest of the apps. I would be very greaful if this could be fixed.Meeting Agenda App
It would be perfect if you had an app for meeting agenda. Specially if this could be embeded in the CRM or stand alone even for inhouse real (not online meetings). We yous zoho meet with clients and we really need something like this. Check the https://meetingking.com.User Calendar App Access Unable to be Enabled
We have a user that was created before we transitioned to a Zoho One license. This user was created without access to the Zoho Mail Calendar (access is disabled.) We now need to enable calendar access for this user, but the mail admin panel gives us anImages optimizer
Hi. I want to use something like TwicPics to optimize the images at my website. https://www.twicpics.com/docs/tutorials/quick-start Unfortunately, it works by adding an attribute to the img html codes. How to do that on Zoho Sites? If not possible, doThe new Org Dictionary is really only Tags, not a true Dictionary
Hi, I received this link (https://help.zoho.com/portal/en/kb/one/admin-guide/managing-organization/articles/org-dictionary#Adding_words_manually_to_Org_Dictionary) and checked it out to see whether it was true. While I like to have a general tag managerFacebook Group Integration
When I invite someone to join our Facebook Group, I would like to follow up with them if they have not done it. I imagine I would need some way for Facebook to notify me upon successfully joining so that I can update their Zoho CRM profile. Is there a way to do that?Zoho Booking Integration Option With Sales IQ Codeless Bot Builder
I have checked the latest release of Sales IQ 2.0 and i think that's a really cool update by Zoho . I really like the features of Zoho Sales IQ 2.0 and the best thing is Codeless bot builder , it will help non techies to build a impressive chatbot. ButHow to remove my 'Custom Domain' bought via Zoho in 'Zoho Sites;
Dear experts, I have a Zoho site and I bought a custom domain name from Zoho. Lets call it 'Domain1'. Later, for business reasons, I bought another domain name, from another provider, and added to 'Zoho Sites'. Lets call it 'Domain 2'. Right now, bothMulti Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")JIRA 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!My Nightmare
I've spent the last month trying to build a Custom Solution within Zoho Developer. Unfortunately, I've come to find out that Zoho Support and the Zoho Developer team don't truly understand their own product offering. It's my hope that someone who worksHow do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? ThanksHow do i remove the Powered by Zoho logo from my careers page
Can I remove this? Zoho Sites Carousel Disapperaing
I have a Carousel on my page but the contents are not appearing on the published page - only the dots at the bottom and the arrows. I have tried everything to no avail. Now I can't even see the contents of the Carousel in the builder either! I reallyVendors not recieving new vacancy notifications
I have had some complaints from Vendors that they aren't getting notifications for new vacancies. I set myself up as a vendor and have the same issue - the emails aren't even going into spam/junk. They just simply aren't being sent. Any ideas why thisCustomize Zoho Checkout Page for Paid Bookings
I see that the checkout page is a generic "bot created" template in zoho checkout. Is there a way to assign one of my templates to the paid bookings checkout process?Zoho Desk and Projects Integration (Time Entry, Status and Agent Synchronization)
Hello everyone, I am currently new to Zoho Flow and only know basic things that doesn't require much of a coding. Currently I have Zoho Desk & Projects integrated but unfortunately it doesn't sync the Time Entry, Status, and Agent we currently set onProviding acess to social for an external member from the organisation.
How do we provide access to an external source to run our social media, who is not a part of our organisation. Do guide us how to proceed without using a licesnse key or account just for zoho socialAdd emails into Zoho Recruit from Office 365 or Outlook extension
It would be great if the Office 365 and Outlook extension had support for adding not only a Candidate/Contact but also the email itself into Zoho Recruit. Preferably with an option to choose which of the involved emails should get a copy (sender, recipients,Two lead Forms connected to different Modules
Hi, I need my differnt ads mapped with differnt modules in CRM. As a Digital Marketing Agency I need website leads in different module and Training Leads In differnt Module. Please suggest the way to do itCan't select Leave type while applying a leave
Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? ThankHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoBetter docs for SAML IdP
we've gone through some back and forth while setting up SAML SSO for Zoho One with Azure AD (MS 365). it is quite a common case that enterprises want to use their existing MS auth instead of Zoho password and I think the docs would benefit from some improvements.Email ID with Plus (+) character
Does Zoho Desk support emails with a plus character in them? I ask this because we are currently using the Desk Remote Auth feature and receive this error message if we attempt to add a new user with a plus (+) symbol in their email: GET Request: https://support.XXX.com/support/RemoteAuth?operation=signup&email=me%2Bdev%company.com&ts=1629831165191&loginname=me&fullname=My+Name&utype=portal&apikey=XXYYZZ&redirect=0How do you deal with data protection within your company
Hi, I'm struggling with the lazy data protection within Zoho One. Our corporate policy is 'separation of concerns'. Sales take care of the revenue, Development/Support takes care of building the product and helping the customer. I think Zoho is too openDoes Zoho support AMP pages?
I am not a developer and would like to know if there is still a way to introduce AMP on my Zoho website,How to switch Zoho CRM to Ultimate in a Zoho One subscription ?
Hello, We currently have a Zoho One subscription. This comes with a Zoho CRM Enterprise subscription. according to several documentations we can bump it to the Ultimate version by buying an addon: https://help.zoho.com/portal/en/kb/one/admin-guide/managing-zoho-one-subscription/articles/zohoone-add-ons#Purchase_recurring_and_non-recurring_add-onsCan my use case be a REFERENCE IMPLEMENTATION in my country?
Hi there, I have been investigating ZOHO ONE as the “Back office” system for Shopify, and there are not a lot of information regarding Zoho operating in Brazil (and just like other countries, we also have some specific requirements). I am still learningAny one using Zoho one in Brazil?
Hi there, I would like to find someone using Zoho One in Brazil. Can Zoho generate Brazil invoices (NF-e)? Can Zoho intregrate with Shipping service Correios Log+ Is it easy to reliably call external APIs in a consistent and fault tolerant way (Retries,Change price/add discount based on a product custom field
Greetings I'm looking for a dynamic way to change a product's price (or add a discount) based on a custom field the product has, is there any dynamic way or any automation rules that would help me do that? ThanksSync CRM Calendar Time Zones, Reminders, & Email Invitation Tools
Recently, while Zoho Help was very useful in creating work-arounds to my helpdesk issues, I became aware that there is no current solution/setting in ZohoOne for properly calendarizing employees' meetings and calls when working from multiple time zones.Next Page
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We hope you're all having a great experience with Zoho One! This announcement is regarding some maintenance activity we have scheduled in our India (IN) data centers on Sunday, November 13, 2022, from 3:00 AM to 3:15 AM IST (Indian Standard Time). ToAssociate Creator with Zoho One
How to associate Creator with Zoho One You can add Creator to Zoho One in one of two ways. Case 1: Sign up for Creator, then associate with Zoho One Creator consists of three applications: Application Creator, BI & Analytics, and Integration Flow. WhenFree Zoho education for all!
Hey all! I’m Peter, Founder of The Workflow Academy. Besides Zoho itself, we’re the #1 worldwide provider of Zoho education. We’ve been consulting and developing in Zoho for almost 5 years — almost immediately, I recognized that there wasn’t much of anDirectory apps and SSO
Zoho One provides a lot of features that help you unify your work across apps. Single Sign-on, a feature that unifies authentication and lets you sign in to all your enterprise apps without having to individually enter credentials everytime. We currently
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Solo Lawyer seeks guidance
Zoho for solo lawyer (child welfare/parental rights) I do mostly "low-bono" work for the state as an appointed lawyer in child dependency and neglect matters that all get billed to the state's Administrative Office of the Courts (low pay & capped) whereUsing different attachments in Dynamic Content
I want to be able to have a button in an email sent as part of a journey that links to an attachment. However, depending on a field, I want to have the link go to different attachments. For instance, if the lead selects Option A, I want to have the linkAllowing other users to edit Smart Links that others created (Zoho Marketing Automation)
I am a Zoho One Subscriber. We use some features of "Zoho Marketing Automation" in our work. I have a team of four including two business owners (myself and my wife), and two employees. I need to be able to allow other users to "edit smart links" othersNeed blueprint button on Mobile.
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Dear sirs, I am trying to setup a Zoho form, which I can send out from our account module. The form should be mapped with fields from the account module. I encounter this problem: I create a form with a Zoho CRM (advanced field) and define the following:
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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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