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 it
Better 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.
Does 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-ons
Can 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 learning
Any 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? Thanks
Sync 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.
Zoho One Installation
I want to give Zoho One a trial. After starting it never stops loading
Problem sign-in from Zoho One Sync tool
I am trying to import AD users in Zoho Directory following the guide https://help.zoho.com/portal/en/kb/directory/admin-guide/ad-sync/articles/sync-ldap I have problem to sign-in from Zoho One Sync tool, with the admin account
Issues with Zoho
Hi all - Has any other company has some of issues listed below. Were you able to resolve them. We have had many calls with Zoho One support team and they have said these cant be achieved due to limitations so I was wondering if anyone has had a workaround
Customer equipment database - Best app to use?
Hello, Our company is a construction equipment dealer and our team is wondering what may be the best app to track the parts/equipment that we've sold to customers by serial number, product, date sold, customer account, etc. We are hoping to have a mass
Deactivation of Backstage user
Hi, Please help to resolve my issue, with backstage user deactivation. When I try to deactivate user from backstage I get next error.
What is the maximum number of products?
Is there a max number of products that cam be added in Zoho inventory or products in the CRM module with a Zoho one membership?
Trying to add contacts that fill out a lead form created in Zoho Forms to Zoho CRM and place them into an automation in Campaigns? Support is basically existent.
We have Zoho One because we were under the impression that all the Zoho apps were meant to work in harmony with one another... maybe i'm just not using them right, but it seems like it's incredibly difficult to do? For example, i'm having issues connection
Open ASAP Chat with button
Is it possible to pop up the ASAP chat client with a button using javascript?
When a survey is completed by a user, can their survey results be emailed to them as a PDF?
At the completion of a survey, I want the person who completed the survey to be emailed a PDF version of the survey. How would this be accomplished?
Custom fields in the zoho desk agent module should be supported
Hello, you can activate custom fields from zoho desk (agent module) - selecting a custom field will prevent synchronisation between desk and analytics. The synchronisations will all allways fail! I got this feedback from support: On further analysis we
Do I have to pay an extra Zoho One License to add a Contarctor User in Projects?
My company is using Zoho One. I would like to add some external Contractors that will work with us for a few months to our Zoho Project. They work for a different company and their email address has a different domain. Do I have to pay extra licences
Service Status
What does servie status mean when looking at a contact record under the Campaign sectiona as seen in this screenshot?
Bug in Zoho People - Can't change non-billable to billable in timesheet when there is› a start stop time
Zoho People > Timesheet > Create When you try to change a time log from Billable to Non-Billable or Non-Billable to Billable it will not change. To see bug: Create a new timesheet that has time entered Go to a specific item and click on the pencil:
Is there any other application that we have that is integrated with Line?
Hi, I would like to know if there is any other Zoho application (besides Zoho CRM and Zoho Desk) that is integrated with Line? Thank you. Piyawan
Using Zoho One in not-for-profit organizations
We are a national not-for-profit organization and implemented Zoho last year. I am looking to connect with other not-for-profits that have adapted Zoho for their unique needs (not from a sales perspective). Zoho support seems geared towards the sales
Does 2 factor authentication protect a seller from fraud or a mis-sale?
Hello all, Has anyone any thoughts on 2 factor authentication? We have had some sales denied as ever ordered by a customer recently. The credit card company jumps to the customers defence and immediately refunds the customer, without consulting us! We
Zoho Developer Community learning Initiatives
Developer Zoho User Group (ZUG) is a platform to encourage developers from the Zoho ecosystem to connect, learn, and share their expertise to find solutions for common business challenges. There are a couple of ongoing initiatives to help you get onboarded
Increasing Custom Fields limit for Zoho One Users?
By The Grace Of G-D. Hi, I've worked on a client's CRM and noticed that his custom fields limit is 500 and he has 10 Lookups and 5 Multi-Select Lookups. Just like it is in CRM Plus. But he is on Zoho One subscription. Is it a bug or is it going to be
Upload Attachment (Resume) in Zoho Recruit in PHP code
There is a function for the upload attachment API function uploadAttachment($candidateId, $fileAttachment) { $header = [ 'Authorization: Zoho-oauthtoken '.$token->access_token, 'Content-Type: multipart/form-data',
Help! Zoho crm, books (time tracking), and expenses
Hello, We want to use zoho crm to track our customers and "deals" (jobs). We are going to link zoho books & expenses & to the crm. We do septic repairs so for example if we are going to install a new tee: - there would be a "deal" in zoho crm with an
Website migrated from one account to another and now 404 error
I have recently had Zoho migrate my site www.eventcover.co.nz across from an old account to my new account. The website has been mapped to my domain successfully, however, I am now getting 404 and 301 errors and cannot access my site at all. I understand
Leadpages is part of Zoho One?
Hi, I am a Zoho One subscriber and I want to know if Leadpages is part of Zoho One bundle. If it's not a part of it by default, can you add it on? Thanks, Mandar
Use speaker for inbound ring.
Currently, Twilio/PhoneBridge only rings on my headset. If I'm not wearing it, I miss calls. How can I set things up so that calls ring on my speaker, but the call audio uses my headset (Windows Communication Devices). This question was asked here https://help.zoho.com/portal/en/community/topic/use-speaker-for-inbound-ring and
Configuring Forms Field Labels
I'd like to use a Flow integration with forms and a deluge script in flow to configure a complex integration with Zoho CRM (upserting to multiple modules and related lists and configuring many to many relationships). By default, I can map each field individually
Leaving Zoho One (we pay over $6k a year)
i'll start by saying that we are now paying over $500 a month for zoho one. As our company grew, it became obvious that this pricing model just didnt make sense for us. Add on top of that my email hasnt worked right in 10 days and zoho cant fix it. It
Allow buffer bf appointment
hello, Please allow for buffers before appointment. For instance appointments taht require local travel might take 30 min, but if I was in the office working on something, but the appointment is set right at the mark my task fisnishes, I won'thave time
Error calculating ticket resolution time through SLA
I have a problem with how resolution time is calculated using SLA. Consider the scenario with a "GENERAL CUSTOMER SLA" according to the following: Priority: LOW Resolution time: 12 hrs Priority: MEDIA Resolution time: 6 hrs Priority: HIGH Resolution
Deal Emails from Contact Roles
Let me explain the scenario. We have a Deal X with Account A. Now this Account A is the main point of contact, but Account A uses an external service (for example accounting) of Account B. This Account B has also sent emails from Contact C related to
Mobile SMS
PLEASE PLEASE give us an ability to quickly be able to respond to a SMS that a candidate has sent or replied to us on the Mobile Recruit App. (Of course this for customers who have set up SMS integration already). That would be a GREAT help!!! Thanks,
Tight integration with other Zoho Apps
After so long, Zoho One still does not have tight integration with the new UI's like Zoho CRM Plus. I tried to find a previous post but I could not find it, but I remember the answer was we're only a few weeks away but I am sure that was close to 6 months ago, what is Zoho doing to make them look the same so the UI/UE is the same. Please, no canned responses, maybe you could find out for sure and come back to us, thanks. SEAN.
No possibility to work with ZOHO atm
For 3 years now we have been using Zoho as a company, for a long time we were always very satisfied with the functionality and stability with which we could use Zoho. But since about 1 1/2 months working with Zoho is an absolute disaster. Tabs and leads
How do I get the Record ID of a newly created CRM account using Zoho Flows?
All of our customers are created through Zoho Books, which then creates an account in the CRM too. Right now I have a trigger in Zoho Flow that fires when a New User is created, and I want to Add Tags to the CRM account, but it requires this field Record
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