Detailed time tracking (for productivity/accountability). How to?
Hello everyone! I read an interesting article about accurately tracking your time in 15 mins intervals and after some time analyzing it in order to improve your productivity. I'd like to give this a try myself. I would like to use Zoho apps. (How) could I do this? Thanks for the tips!SMS for free. Native.
So far, I have explored many ZOHO CRM extensions to send SMS or mini-messages by phone. However, these are paid services. I would like to know if there is a native, free way that comes by default with Zoho CRM or if otherwise it is a paid, third partyRecruit - AI Functionality
Hi Everyone We are very interested to hear from anyone who is using the AI functionality within Zoho Recruit. Any useful ideas, or links to information that might help us plan ahead on how we can optimise AI to improve what we do, efficiency and saveCount of #Submitted to client in the report
Hi, We aren't able to obtain the Number of submissions to client figure in the following report. Despite several calls and mails, Zoho support team couldn't come up with a solution. Any suggestions please?How can I update more than one product price in one API call?
Hello to everyone, I want to update more than one product price in the same API call. I can do changes for fields of the same product, but I want to change many fields of many products in the same API call, if not I will consume all my calls on a fewCreating a filterable table for a Responsibility assignment matrix
Hello, I'd like to create a filterable table showing who is responsible for a specific task in the organization. I imagine the following columns: - employee name - employee task - substitute (the person who will substitute that person on that task ifHow to create Commission-Based Products?
Hi, I am running a marketplace website and I am trying to setup commission-based products, I have : Commission on each sale "with a minimum amount X% but the minimum is $Y" Fixed amount commission on some sales "$X For each" Joining Fees "One time" MonthlyAUTOMATE ZOHO FORM PDF TO ZOHO PROJECT
I am trying to integrate a zoho pdf to a new project template each time a specific project is created. I tried to do the zoho form integration with zoho projects but it says there is no pdf or signatures to be uploaded. I want to have the entire formTime and date format settings across Zoho apps and automation features
Dear Zoho Corp., it feels for us frustrating to see so many time and date format settings spread all over on each Zoho apps, with each one having its own uniqueness. We understand there could be some application-specific needs to address but we'd like to see the ability to set from Zoho One the default behaviour allowing the admin to set application-specific exceptions. We're also writing to address the issue we're facing with some apps (Zoho Sign, Zoho Forms, Doc Scanner) for which the date is displayedUnable to sync / edit / use zoho contacts with Mac
hi all, i followed the instructions of adding zoho to the mac's "internet accounts" multiple times now, and although it "worked" i have the following problems: i cannot edit contacts using the "contacts" app on the mac i cannot delete contacts using theMake a field alias for a Zoho CRM field type
We'd like to make a custom button in zoho crm that would take the user to a zoho form prefilled with the customer information from the record where the button was pushed. I thought that if I created a zoho crm field in forms, mapped the customer infoSalesIQ to Zoho CRM integration "Referrer" field: Distinguis between Google organic search and Adwords
Hi, Is there a way to distinguish between organic search and Adwords inside Zoho CRM for leads synced from Sales IQ? I know that in SalesIQ, it lists organic search as "Google" and Adwords as " Adwords". But IN zOHO CRM, both are listen as "Google.com"Zoho One Accounts No Longer Eligible for Zoho Desk Sync to Zoho Analytics?
As Zoho One users company wide we've had the sync from Zoho Desk to Zoho Analytics working correctly for quite some time and have not made any changes to the set-up recently. Today the sync began to fail with the explanation " Your Zoho Desk account pricingPipeline conversion insights extension
Hi Team! I'm trying to replicate pipeline conversion insights so my rejects will be divided into groups, like rejected after HR, after offer, etc. Not only total amount of rejects. Ive made report in analytics using pivot report and based on activityConnect 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 areasTrack support requests by my organisation
Hi, does Zoho allow for Admins of an organisation to have visibility of support request that usera of the organisation open under their account? E.g. recently the admin of one app open a support request and after a few emails, I had to be involved forApp for managing Zoho support requests
Hi, is there an app for zoho support and community forums? I am really missing an app where i could get notifications when an update to my community post or a reply to my support requests is done. CheersZoho Finance Bug: In CRM Dashboards, no Sales Order (finance module) status options show for the Anomaly Detector component
Summary I'm trying to create a Anomaly Detector chart and use the criteria filter for sales orders but no options show for the status criteria. I'm presuming it's a bug but who knows! You can enter in text but what should we enter? Other reporting areasZoho projects notifications on created tasks by someone
hello, I have closed all notifications (email and other), i am not follower or owner of one task and i keep recieving updates. I have created the task but i am not following it, neither i can remove me from follower. I am not there! This is very annoyingUnified Task App
Just saw the new unified task interface. Is there a mobile App for this? If not available is one coming soon?Webhook - Leave Tracker
Hello, I can't seem to find how to receive "First Half" or "Second Half" of allocated leave via a Webhook. I have the following exported: from: 05-Sep-2022 to: 05-Sep-2022 Hours: 0.5 LID: 35779000000349019 But I'm not sure if the user is having the firstURGENT REQUEST ZOHO SALES IQ ROBOT.TXT.. BLOCKING GOOGLE FROM INDEXING OUR SITE.
URGENT REQUEST ZOHO SALES IQ ROBOT.TXT.. BLOCKING GOOGLE FROM INDEXING OUR SITE. Please see the attached file. It is a warning from google that the Sales IQ Widget is blocking GOOGLE FROM indexing our site.. this is a warning that we receive in GoogleNot able to access multiple apps
I am unable to add following applications: Books, Expense, Payroll 1) When I tried to add the application "Expense", the following error occurred: "ZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zohoexpense.com forError Adding Commerce to Zoho One
We have an account in Commerce. And a One Account, we want to add the Commerce to our Zoho One suite of apps and stop paying a separate fee. When I try to add it, I get the error below, and the create new account repeats the error. Create a New AccountRoad Map Software
I wanted to reach out as I had a few questions and also a recommendation for your services. Does Zoho have any plans of adding a software to create a road map for websites? My customers are requesting me to be able to add a road map to my website and It would great to see Zoho offering such product or services. Looking forward to hearing from your product managers soonPlugin / Extension Architecture for Zoho Apps
Has Zoho ever considered implementing a way for developers to package up custom functions / workflows / fields, etc. into a plugin or extension that users could deploy extremely easily? From a UX standpoint, I'm thinking along the lines of Wordpress pluginsZoho is selling your information
I just registered a new client in Zoho One in the Philippines with a brand new domain name, email address, etc. Setting them up in Zoho One from the get go. ,A couple of days later I received an unsolicited direct marketing email from Devtac (A partner in the Philippines). Literally nobody has that email address, and it’s never been used for anything except registering for the new account. Zoho provided/sold my client’s info to another partner without my customer’s consent. This is a terrible practice,How to access Product List Price in Database
I have a large volume of products and am exploring creative ways using custom functions to add them to price books and assign a list prices without having to do it one by one. I can't seem to find where the list price and product-pricebook associationHow to automatically add users to a new project
HI all, I have a small team and we generally are all involved with any new project. How can I have my team members automatically added to a newly created project as opposed to having to add each person manually to every new project?Change organization to global.
Hi, I have an Australian company. When registering in Zoho One, I received an account of the Australian version (one.zoho.com.au). The company works online and all prices and transactions are in USD. At the same time, the AUD currency is indicated inDeactivate User With Integrations - There's a problem in communicating with Zoho Analytics.
Hello, I am trying to deactivate an integrated user that is currently the owner of the Analytics app but am getting the error "There's a problem in communicating with Zoho Analytics." when clicking on "show details" in Books -> Settings -> Integrations.Tested Zoho One for our company: The Result...I have no idea what app to use when.
Hi, I want to give my first-time user experience of Zoho One. Having set up and configured many apps, systems and automation for our company and other companies over the years I am pretty competent at testing new solutions. This brings me to Zoho One.How can I view the knowledge base as an agent?
Hello, i created some categories for our agent and list some help articles, but how i view this articles as agent? When agent log in, will be forwarded to admin panel. thank youCollaborating with temporary freelancers and clients
L.S. I have several businesses but no personnel. Sometimes I collaborate with others on certain projects for clients. Would it be possible to grand temporary permissions/access to certain modules within ZOHO-One (like Projects, Documents) to these collaborators and clients? Do they need (paid) ZOHO accounts? Would I need to pay extra for this?Why does Zoho not cross-populate features between it's various products?
Hello. As a new user to Zoho CRM, I can appreciate that I might not 'get' everything yet as I explore the many features within the CRM. However, with that said, I am continually astounded (and concerned) by the (apparent) lack of continuity of features between the Zoho family of products. For example, today I decided to enter our Holiday Schedule into our business calendar for our holidays here in the US. I Google'd this to see if I could find some helpful hints and discovered a very thorough factGroup Email to Create Ticket
We have several people providing support,and we are all currently part of an email group (Support@mycompany.com). This keeps us all in the loop on current issues, which allows us to pick up where another leaves off. Is there a way for Zoho desk to use this group email to create tickets? Currently our Desk App shows our emails are not working because forwarding is not enabled. But Forwarding is not available for group emails. What can we do in this scenario? Thanks for any assistance.How to disable a client in Zoho People
I have obviously missed some crucial aspect, but I am trying to set up my Zoho People app such that all those clients who we no longer do work for are not listed in the "Client' dropdown when posting timesheets as the list is long and it is completelyDoes a Portal User's actions trigger Workflows?
By The Grace of G-D. Hi, How are you? If a Portal user updates a field, Does it trigger the workflows like regular CRM Users? Best Regards, YossiUnlimited Subforms
Like really why can't Zoho develop the ability to add unlimited subforms it would really improve the user's experience, the problem that we are is that we have quote, now when inserting the products we would like to filter them by categories or sectionsSwitch to yearly
L.S. I thought of switching my Zoho-One subscription back to yearly, since it is now Aug 1st, however I have already until Aug 20th - how can we arrange this? BoomNext 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.
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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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