Multi-Site Network Capabilities?
I'm wondering if Zoho has capabilities similar to the WordPress Multisite Network function. Here is an example of a real website built on wordpress. I am wondering if there is a way to mimic it's functions but for a different use case within zoho: Second
Customer portal for online services companies
It will be a cool solution if we will be able to create a customer portal where clients will be able to register by invitation, access to their details and update them, upload their photo, acces to their subscriptions plans and see status live, paused,
Delete Top and Bottom Rows from Excel
Hi, I am importing an Excel spreadsheet from another system into DataPrep. Unfortunately, that system exports the spreadsheet with 2 rows above the row that contains the column names. It also adds some rows to the bottom of the data set, with some totals.
CRM meetings in Dashboard out of order
I created a custom Dashboard in Zoho One with a panel for My Meetings (CRM). The dates for the meetings are not in the correct order. Currently it goes: April 6 Tomorrow (April 5) April 14 April 21 April 11 I had contacted Zoho about this issue a year
Speech to text feature in Zoho One
Hello, is there any speech to text tool in Zoho One? I've seen Researchstudio brings such feature (ResearchStudio | Features (zoho.com)) As I'm not able to access it (it is probably not in our Zoho One plan), is there a way to use it via API? Thank
ClickFunnels clone for Zoho one
Zoho One has such a good collection of integrated programs, but a marketing funnel is one aspect that I feel is missing. It would be great if it included a ClickFunnels clone, or something similar. Being able to take someone through a marketing funnel with some ready-made attractive templates would be great. Wonder if anyone else here thinks this is a good idea?
Upcoming product workshops: Melbourne and Sydney
Hiya folks, We're happy to share that we're organising a series of workshops in May. • Melbourne: 16 May, 2023 at Cliftons, Freshwater Place • Sydney: 18 May, 2023 at Cliftons, Margaret Street We're covering Zoho Analytics, Creator, CRM, and Workplace.
Almost all leads are being ignored
Hi there, We've put a journey live, but almost all leads are being ignored in the journey. I was reading into adding them to 'topics' like the help article suggests, but it doesn't help. Can you reach out to us, so we can understand what is going wr
Sending mail from Zoho address using Gmail?
I'm trying to send mail from Zoho using gmail. I have attempted all of the ports and put my user name and password and i changed the Smtp to smtp.zoho.com I'm still getting a message that it authentication failed. I know all of the information is correct. Can someone help me??
Is Zoho One Phone Support at 888-900-9646 no longer available?
Is Zoho One Phone Support at 888-900-9646 no longer available? I've called multiple times but it goes a recording that says it is only open Monday through Friday (today is Monday).
Create custom script to extract specific data from Email
Hello, can you help me set up my workflow? I need some specific function to parse data from email ZOHO to Bigin, I need to extract specific data from the body and put into Bigin . Or maybe you can help me to convert this Javascript to Deluge? if (trimmedInnerHTML.startsWith("Nome:"))
Automation on Flow doesn't work because I am not able to connect Zoho Survey and Recruit to flow
Hello, I am working on recruit automation where the candidates after they apply if they fit the criteria should receive another survey (that in this case is sent automatically via zoho email, and in that email, they can find the survey link). However,
Editing User Info
Hi, I'm planning to edit the details of some users in our ZR, such as First Name, Last Name, and Email, due to misspellings and wrong info. Will it affect the user's current permissions or access to modules? Thanks in advance.
Zoho Flow and Bigin connection
Interested in hoping to set up this flow. Zoho Bigin: > Deal has been won > Project is created in Zoho Projects, with the title of the company of the deal > Each product is made into individuals tasks under that project
Customer onboarding
Is there a way to have customer onboarding happen once a deal is won? For instance, once a deal is selected as won, An email is sent to customer to start an onboarding process. 1. Forms 2. Uploads 3. Billing update 4. Product/upsell selections. I need
Using 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 link
Zoho forms <-> Zoho CRM Integration
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:
Simple Conditional Assignment not working
I'm just testing what we can do with Conditional Assignment, and even setting up something simple isn't working. I've created a Zoho One group called "Ex-Emmployees" and set the conditions as : IF Group.Role is not "Moderator" Application Setting User
Make Zoho Sign Pricing More Scalable
Hello, As a Zoho One subscriber, we love how Zoho WorkDrive grants us more storage as our licensed users increase. It makes sense that we're paying for another user license and therefore we receive more storage. As we are preparing to move over to Zoho
Allowing 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" others
Organizing Zoho for our touroperator company
Hello everyone! I am looking into using Zoho One for our touroperator company based in the Netherlands. For the last week I have been trying to set it up but it doesn't work the way I want it to be so hopefully you can help me further. What I would
Bug in Zoho Analytics - Zoho People sync fails if you use Zoho People APIs
I didn't see this mentioned in anywhere: If you run too many API edits/adds in Zoho People it will break the interfact with Zoho Analytics. I'm not sure what the threshold is at this time.
Zoho Catalyst integration?
Hi! Any plans to add support for imports/exports from/to Zoho Catalyst Data/File Stores? Thanks in advance.
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. I
Blueprint 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, Thomas
Do 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 will
Unification 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 all
Zoho 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 And
Deleting 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 been
Problems 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 that
Zoho 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 integration
Best 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't
Conditional 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/permissions
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 timesheet
Career 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.
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