If delete record in MA, what happens to it in CRM?
If I delete a lead in Marketing Automation is it also deleted in CRM? I have done a couple of tests and it is NOT deleted in CRM, but I have found that things behave differently sometimes depending on how the lead as added to CRM or Marketing Automation.Canvas View for Zoho Recruit
any plans to implement a canvas view for zoho recruit, like zoho crm?Completely Start Over
Is there anyway to wipe all my data so I can start over?Performance Module Review Questions
Hi, I am trying to change the order of the review questions so that they show on the appraisal in a specific order. It doesn't seem to matter how I enter them in Performance/Settings/Review Questions, they show upside down in order on the appraisal. HowWhat apps to use?
With there being over 40 apps available to use, it's confusing on which ones to use. Some do the same things, some are two apps combined, etc. So any advice would help. Here's my business usage: I have a retail b&m store with an eCommerce site. INeed the ability to have client users use My Area for multiple Zoho products in one place - Zoho One for my customers
Problem: My Area is really useful in helping expose legacy support issues to customers and can assist with staff churn at our customer's organization to more easily get new users up to speed. However, My Area does not include a 360 "One" portal view forTaxes in Checkout process
During the checkout process the prices of each item is shown without tax, and there is a "Tax" row before the "Total". Is it possible to show all the prices with tax included instead of breaking it down? Thanksics files with reminders for customers
We'd like to request a way for .ics files that are sent to the customer to include reminders. For example, when an .ics file is imported into a user's calendar, it will by default (or have a configurable) a reminder to alert the user within their mail/calendarPayU integration not available under Zoho Commerce payment gateways
Good day, I would like to integrate PayU as a payment gateway on my Zoho Commerce online store. This article shows how to add it > https://help.zoho.com/portal/en/kb/commerce/user-guide/payment-gateways/articles/payu However, I do not have the optionTotal in shopping cart
The total amount is not shown in the shopping cart. If I have more than one item in my shopping cart, only the subtotals (price x quantity) of each item are shown. Is it possible to show the total amount of the shopping cart before starting the checkoutKnowledge Base Document Storage in Zoho One ?
Question for experienced Zoho One users. We have technical information associated with individual products, we need to make available across the organization. The information is in the form of drawings, data sheets, FAQs, articles we have written, etc...Lead Conversion Mapping - Matching Field Length Error
I'm trying to map new fields in Leads to Potentials and Contacts. I'm getting an error message that says, "Parent field No of Employees of length 9 should be less than or equal to Potential's field No. Employees of length 5." When I go into PotentialsRequire field when record cloned
Is it possible to require a field when a record is cloned? I know I can create a Workflow Rule based upon record creation; however, that would catch all newly created records and I just need to require this when a record is cloned. Does the system differentiateadd subscription plans to zoho forms
Hi, I have a form where customers signup for a service. Through the signup flow I want them to subscribe for a plan which I mange in Zoho Subscriptions. Zoho subscriptions allow me to create a widget to be embedded elsewhere (a website), but the questionBilder in Blog-Artikeln - optimale Bildgröße
Obwohl wir bereits verschiedene Bildgrößen probiert haben, ist es uns noch nicht gelungen, das optimale Bildformat für Zoho Commerce - Blog-Artikel zu finden, die KEINEN grauen Rand mehr darstellen. Im Anhang sieht man unsere Blog-Losten-Einstellung undCan't access My Books account from Zoho One
I have had a Zoho Books and CRM professional account for several years now and use Notebook, Docs, and for a couple of years used Social. I recently signed up for a trial of Zoho One. Now, everything works in Zoho One and I can see my content in all ofConnection from CRM to Creator
Dear all, I come seeking wisdom. My scenario is this: I have a Javascript widget in CRM. It is attached to the Leads Module. I want the CRM widget to connect to a form in Creator, where Countries are stored. The Countries in the Creator form appear inDefault Accountant Access for Books (Zoho One Edition)
Here's an idea: make it just as easy to add one's accountant to the Zoho One version of Books as it is any of the other editions of Books. This seems like a "duh" thing. Yes, I've read that I can contact support to accomplish this, but why should I haveProducts presentation
Hello, Which application/module/... is recommended to send more information to a prospect efficiently at the moment of visiting? When visiting a new prospect they might not have time at the moment. So how can we quickly select and send the requested informationCant shared or create the apps in creator from Z-one
HI, I am trying to add the 3 applications in the Creator from z-one but i couldn't .. it gives me this error as attached in the screenshot. Please let me know if you need other details. Thanks and Regards, Sidhant A.Can we need to retriger the failed webhook listed in Crm ?
hi, We are using a CRM webhook for Deals integration with third party app(website) it will triger when the deal is created or edited, but some times the webhook triger as failure due to socket timoeout or http request failes something like that, thenField reset when Cloning a record
If a user clones an account record, how can I force the Account Type field to reset to a different option?Bug in Zoho People: When entering time does not enforce the default "Billable" or "Non-Billable"
hen entering time Zoho People does not enforce the default "Billable" or "Non-Billable" status for a job if the "Billable Status" setting under Time Entry > Settings > General Settings > Time Log Field Customization is not checked. For example: IfCustomer installation sign off Forms, CRM, Sign
Hi there I looking for the best way to achieve this workflow. This is for an installation sign-off of a deal (large equipment). I want to be able to create a form that pulls the account information from the Zoho CRM Accounts module ( i think I can doZohoOne Sheets, Calendar Freeze
Does anyone else have constant ZohoOne App freezing? It is most consistent for me across Zoho Workdrive, ZohoSheets, ZohoMail. I am the Admin of the account and consider myself to be reasonably tech savvy. I run a MacBook Pro with 16GB RAM on a reasonablyCalendar invite compatibility from Zoho products to third-party calendars such as Google and Microsoft.
Hello Zoho One community. I need your help and guidance, please. Use case: I'm on a two-person team running a non-profit of 800 attorneys, many who use Microsoft products, with 13 committees.. all with their own rosters and monthly calendar invites. We'reLinking Submitted Zoho Forms to Zoho Account CRM
Hi I have set up a customer form that is sent to a specific customer for sign-off, ( I tried Zoho Sign but it doesn't work as nicely). I like a separate section (like when you use Zoho Sign) to be in the Accounts section and have that form I created automaticallySubform field validations in a CRM Module
Good day, I have difficulty understanding a Subform in a Module. More specifically: 1. I would like to know if it is possible to get values from a Subform's fields, and HOW to do it with Client Script and/or Custom Function. 2. How can I VALIDATE fieldsאי יכולת לשלוח מייל כתבנית
היי, אני מנסה לשלוח תבנית מייל אך אני מקבל שגיאה משום. אשמח לבדיקתכם. מצורפת תמונהZoho One Auto Assign Apps by Department DO NOT WORK
We are attempting to configure Auto Assignment Apps by Departments, but it's not working as illustrated by the video in the link below https://workdrive.zohoexternal.com/external/bc82fb84345eab7d3fa64ae390216d01884ca6088e3bf3b7c0cc44cfa09b918e Still withoutImporting spreadsheets into database
I get spreadsheet in all different formats but the core data I need is the same. Is there a way to create an import template? Where I can map columns with a field in the database. Ulitimitley I need to generate a report for several 100 customers. RightZoho Commerce Store not updating/publishing changes
Hi there, I'm trying to update some of the pages on our webstore but the changes aren't being published. I've noticed that the product pages are buggy as well and sometimes take 4or 5 times before a change gets published.Integration with Zoho Booking & Zoho Subscription
We want to have a subscription which restrict subscriber on number of appointment per duration. Is this possible?How do I run a fulfillment report for multiple sales orders?
Use Case: Let's suppose a Project in Zoho Books has 5 different sales orders associated with it. How would I run a report to show me in one view what items remain to be fulfilled across all sales orders for the project? Something like the view shown inLost Ability to Navigate to Other Zoho Apps
I feel like I'm going crazy. Normally when I'm in CRM, there is a Z icon in the upper right next to the settings icon. I could click that and then quick jump to other Zoho apps (primarily Invoice). That Z icon is now gone. How do I get to the main ZohoCRM VoIP integration - Mac
Our company set up with a new voip provider who said that integration with Zoho CRM would be possible, until we mentioned that we run the business off Macbooks, to which they said that mac's block the integration. Is that correct?? We are UK based andHow to prevent agent action if a linked CRM date field is in the past
We have support contact dates. These dates are held in CRM and are linked into Desk. I want to prevent agents from taking action on the ticket if the support contract date is in the past. This could be by disabling a button, showing a popup, anythingConnecting Portals from different Zoho apps
Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals? It would be great if we could give our customers access to a portal in which they couldLook-up Fields from Zoho Sheet View in CRM Removed: Work around
Looks like Look-up Fields in Zoho Sheet View have been removed. Hoping this feature comes back ASAP. Now I'll need to do export and imports to mass update data, which will take a lot of time.Auto Save when user goes to next page
Is it possible to auto-save the form when the user goes to the next page and save it as an incomplete form if the user doesn't complete subsequent pages of the forms? This would enable us to capture partial leads.Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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
Most Discussed Topics
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
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Ram Freedman
Donald Love
Appelles Immanuel
Dhanush Kumar V
Sainath S