Careers Site & Jobs
Hi, Is it possible to categorize job advertisements in the careers site into two categories? E.g. at the top of the page we have 'Active Jobs' then at the bottom we have 'Past Jobs' or something similar. Instead of inactive or past jobs being removedI charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will beCan't delete recurring task in Zoho CRM
We have a few monthly tasks that neither the task owner or me (admin) can delete or prevent from recurring. This happens with a couple of different users. Here's what is happening when I try to edit the recurring task: I turn it off: I get this message,404 Error
Hi, I am getting a 404 error from a site I've just created on Zoho and am hosting on afrihost. Please urgently assistHow to assign different products to different users?
Hi Guys, We have a demand that only certain products are visible to certain users. The rest of products are not available to choose in the quotes and sales orders modules. Any idea to work this around? Thank you very much in advance.Getting data from zoho reports with api
I want to get zohocrm report data with api and send mail. I am asking is there any document or way to getting data from zoho crm reports with apiBlocked - see https://www.spamcop.net/bl.shtml?136.143.188.12
Hi, "JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17271 is in an RBL: Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.12"Unable to Add Email Alias
I have a ZohoOne account, but the system gives me an "Unable to Process Request" when I'm trying to add an alias. I want to add an alias for each Department, but it looks like it's limiting me to 2 only even though I have a ZohoOne account.Conversion Rate
Hi, Looking for some assistance... Im looking at a pivot table, whereby I have lead types (eg website, Phone, email etc) grouped into the related deal stages now what I want to understand is out of all of these what the conversion % of these specificTags on task templates
How can i add tags to tasks in task templates?Lead to Contact conversion for existing contact
Hi there, We get a lot of leads from webinar registrations and collect some new information in a new custom field, e.g. a tick box in a field called "request webinar invites". If the person already exists as a contact (the same field exists there), and the the field was not ticked, I had hoped that when I choose "add to existing contact" that the tick would be transferred. But it doesn't. It's correctly mapped in the conversion mapping. It works fine for new leads that are not yet in the system asAutomatically create and assign custom module record
Hi there, I want to create a function but struggling. I want to create a process so whenever a deal is marked Won a new custom module record is being created and associated with the related Deal. Also, would like to pull some data from the Deal moduleIf you are having problems with business process, then try Zoho Widgets.
When Zoho One launched in 2017, we identified several gaps in Zoho's processes and integrations. Gaps that created the same problems businesses have today with data duplication and manual data entry, preventing businesses from completing the end-to-endOutlook calendar invitation in email template
Hi Community! We have lead generators who book appointments with potential customers and upon doing so, they have the option to send an email template from the Lead. I've already created this so that it sends the email to the Lead and pulls the Date,Zia Search and connect
Does anyone know if Zia Search should be searching teh files within zoho connect because at this time we can only come up with results from the feed and not any file names !Zoho CRM Outbound Mail Servers with G-Suite Integration
We have G-Suite integrated with Zoho CRM, therefore emails are sent from our users will use Gmail's outbound mail. Will workflow emails and mass emails use the Zoho CRM email server? Are there any other instances where Zoho CRM email server will be usedTask Templates: How do you reorder the subtasks?
In the Task Templates customization screen I can reorder the Task Lists and the top-level tasks within the task lists. How do you re-order SUB-TASKS though? Doesn't seem to be any readily apparent way of doing that, which makes actually using sub-tasksHow do I map skr03 accounts to zoho books
Hello, I am looking for a tutorial how to implement skr03 into zoho books or a list which maps skr03 account code to zoho books Any help appreciated, thanks in advance!How to download a file from Creator?
I have a file upload field and I'm trying to download it to my desktop. I know about the API call which is supposed to download the file but it doesn't seem to be doing anything. file_download = invokeurl [ url :"https://creator.zoho.com/api/v2/myreport/file-storage/report/Upload_Report/"Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation, I want to fill a Deal field with a Zoho Form link automatically. Here are the steps. We have a Deals email template that contains a link to Zoho Forms. When a new deal is created, the email is automatically sent to a technician on ourGetting this error
Please check this error , when i clicked on failures then i found this1 or 2 organisations impact ?
Hello, I am a small company (Pragmages) and I work alone. I am in test period of zoho one. I sell financial consulting services under 2 brands (2 websites: JMC & Luxavie). I want to use zoho subscription & zoho book for: - allow luxavie customers to buyHow to hide fields in same form but in different report on edit
Hi, i have one form, and depends on that form we have 2 reports with different condition on the report.. So, i want to show fields on 2nd report, if that 2nd report edited only then those fields will be shown not for first report when edited. Hope youZoho emails question
We're switching from a pop to a spectrum/charter email server, and subsequently to Office365. We're implementing Office 365 on all of our company's desktops and laptops, but we're still utilising pop email settings to keep emails running. No one wantsReporter In Zoho Projects
Currently I saw there is an option in blueprint that we can set the reporter to perform the transition, but there is no option to submit the task to the reporter. Until or unless we introduce another button to the assignee. Also projects statuses areZOHO CRM TASK DELAY DAYS
Hi i want to add a field that will automatically count the number of days the task is delay, for example, the due date is February 3 if the task is not mark as completed the field of Delay Days will the number of days its not being mark completed fromWhich Is The Best Way To Automate Video Embedded Emails Synced With CRM Leads Module?
We wish to shoot automated emails synced with the CRM leads module which has a video embedded. Help us with the best solution.Unverified domains expiring - can they be re-added later?
We have some unverified domains in our Zoho Account and they are expiring soon. Is it easy enough to add these same domains back later? Thank youLong term users being hit with big price increases
Hello, I've been a Zoho user since 2015 and have seen the annual subscription costs more than double since then. Is anyone else seeing this and getting frustrated by it? Kind regardsPushing entries from forms to CRM
Hi, while pushing a new record from Zoho Forms to Zoho CRM, I would like to push also Entries from zoho forms to a Related List of CRM. I’ve follow all step but it doesn’t working . The related list does’nt receive any entries. I need help ThanksHow to ensure Emails are sent to New Leads Instantly when it is created in CRM through Zoho Campaigns?
How To Ensure Emails Are Sent to New Leads instantly when it is created in CRM through Zoho Campaigns?how to set up an integrated test environment for Desk and CRM
Zoho CRM has the sandbox feature, while Zoho Desk has not. The best alternative to a sandbox for Zoho Desk seems to be to create a dummy department (and name it sandbox or something) on your paid account or to use a Desk trial account. However, it isZoho People Add Employee Profile Licences
In our organization, we are looking to add in employee information in Zoho people. These do NOT need access to Zoho people they just need to be tracked by HR. In Zoho people, it states that we need to upgrade to add more employees. But I read somewhereCreating Progress Payments and Invoice Forecasts in CRM using Widgets
This is our 3rd video and one of my favorite Zoho Widgets. It's the ability to raise progress payments on Bill of Quantity Estimates and Forecast Contract Balances. We have quite a few more videos to release, so please follow me if you want to see more. We are offering these widgets to Zoho Partners and Zoho Customers, so reach out via our website if you'd like to chat further. https://sosconsulting.net.au/ Video: https://zdrive.li/Oqc63QIs Zoho Flow down for anyone else?
All of my flows just stopped working. I recalled a bunch of documents in Zoho Sign that I was using to run some tests, but I'm not sure if that's what caused the issues.Feature Request: Retainer invoices in CRM Deals
As the topic identifies, it would be rather beneficial if the Zoho Finance integration showed Retainer invoices as well. Additionally, it would be advantageous if we could have the option to "Open in Books" for all Zoho Finance related records withinzoho form integration not coming in
Hello, We made a zoho form and it's supposed to come into Enquries tab in ZOHO CMS, but it's not. https://balancemyhormones.co.uk/adam-questionnaire-for-low-testosterone/ Can anyone help? We did all the integrations we thought are necessary Thanks RZoho Project Integration into Zoho People: Change in Project Manager not reflected.
Hi all, We are using the Zoho Projects integration in Zoho People. In a case, we found that after the sync, when we update the Project Manager in Zoho Projects, the change is not reflected in Zoho People. Example: We created a project in Zoho ProjectsHow to handle multiple Leads, Contacts and Accounts on one Enquiry
How do you add many contacts and accounts to one enquiry? With the limits on look up fields in modules, it's difficult to manage customer relationships on a new business opportunities. Widgets are a great solution to handle any business process.Some features for ZohoSIQ
Hello I can't find an answer for my questions and would be very appreciate if you help me We integrated SalesIQ in our paid product So features that I can't find: 1. Is it possible to provide such flow: client asks some questions and we automaticallyNext Page
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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 containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriGuidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a ZohoInitiating a SalesIQ Zobot from a custom button on Zoho Sites
I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page
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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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