Desk Community Forum Allowed Topic Types Per-Forum
We are using community forums and would like to set it up in a way that different forums are designed to house different conversations. For example i would like to have a specific Forum dedicated to Feature Requests, another dedicated to known problems,Product Filters based on Stock Availability
Hi Is it possible to enable a product filter based on stock availability? So that the customer can filter out all out of stock items?Data Backup
Hello, My back up is set for one a month. I'd like to change it to twice a month. I have never received a notification that the backup is ready for download and believe that the alert may be associated with an email of a former employee. I need to getCan I add external account to Zoho PageSense?
Hello, I would like to ask you about adding external users to projects in Zoho Pagesense. I can add only users from my organization. Is any solution for adding as we have in The Zoho Projects clients accounts?How do we preserve client email exchanges when a client changes their email address?
We are losing our external email communications when a contact changes their email address. So our Account Manager emails the assistant to Client #1 - we'll call her Lauren. Lauren's email is associated with HER record and all those emails between ourGetting URL parameter from a widget.
wrong forum sorryChange in activity view without revert option
Again Zoho.com makes changes to your liking or to some clients, affecting everyone else. My company was taken by surprise today when, without any explanation or warning, the visualization of activities within the modules was changed. If you want to implementHow to setup a schedule function to create Invoices in Zoho Books?
Zoho CRM offers a wide range of functionalities that can be performed in a set interval. One of these is scheduled functions. Schedule functions are a very powerful tool that helps users set up specific tasks that are repetitive and need automation. TodayFacebook Busienss Suite integration with Desk/
I've got Facebook Social integrated with Desk but its only pulling Pravate messages and not Messages customers send to the Facebook Business account. How do I configure Desk to work with Facebook Buseinss Suite particuarly messages and get the messagesCan i add External User to zoho Analytics if i have zoho One licence?
By The Grace Of G-D. Hi, Can i add External User to zoho Analytics if i have zoho One licence?Zoho commerce or Shopify for integrating Zoho books and inventory
Hello, we want to integrate our Zoho Inventory and Zoho Books for order processing. What is the most easiest and convenient platform to use? Shopify or Zoho Commerce? ThanksWhat happens when the Zoho One trial ends?
We are using the trial version of Zoho One for testing purposes...We have enabled Zoho CRM and Creator there to check how we can pass data from a creator form to a CRM Module. Furthermore we are also using Canvas in CRM. What is happening when the ZohoHow to show/hide values of certain fields of a form depending on their value from another form
(Note: this is a rephrasing of my last question since I didn't get the answer I'm looking for) I need to find a way to show/disable fields in one form based on a decision filed from another form I have 3 form: Products, WorkOrders (like invoices) andZoho One account having issues with Zoho Projects new users
I have Zoho One account, use the Zoho Projects app for all of our project management. Last week we added new users, after new users were set up as client users/client company a new project and tasks were set up. After they accepted their email invitationsHow add Payment method in order summary email
Hi guys, could you tell me how show payment method in order confermation email? We add 2 offline payments, so when we get an order as unpaid, how can we know what kind of payment has the customer selected? PS I'm talkink about Zoho Commerce order summaryUnable to assign Project App to user
Hi I am facing issue in assigning the project app to my guy. System keep showing error message - "error occured" Can you please advice, my account name is whloong@inhaus.com.sg, my staff is projects@inhaus.com.sgUnable to Add Zoho Survey as Application to Zoho One Account
Dear Zoho, I understand that Zoho Survey is part of my Zoho One subscription but when I try to access it I am told I am on a 15 day trial for Zoho Marketing Plus. I do not need Marketing Plus but I do need Survey. Please assist? The domain is agribook.co.zaZoho Mail: Android App: Multiple Accounts: Contacts.
Zoho Mail: Android App: Multiple Accounts: Contacts. If the Android Zoho Mail app is set to access multiple Zoho Mail accounts, then all of the Contacts from all of the accounts are accessed. When in the recipient field of an email, Is it possible toE-mail template Duplication
Hi, I have cloned an email from an already existing template, made some alterations and then tested this through on a lead in Zoho, however for some reason the e-mail content is duplicating itself (same content twice) in the body. I have tried this twiceLeave Tracker - Calendar View entire Organisation - Sync to O365
Need to be able to have an option to sync all calendars (continuously - not PUSH) to O365. This is a serious drawback for retaining Zoho OneLive Saving on Browser is Not Consistent
Hello, This is mainly an issue I've noticed with the WEB/BROWSER version, not the App. There is no "live saving", or if there is, it is not always working or works inconsistently. More times than I can remember--I have entered text, sometimes over thecomment consulter les résultats d'un questionaire
bonjour Le questionaire estt créé et j'y ais mis un lien sur une page de mon site. Afin de vérifier que tout était correce j'ai ensuite cliqué dessus pour répondre. Depuis le tableaau de bord je n'arrive pas a consulter cette première réponse, faut-ilZoho commerce or Shopify for integrating Zoho books and inventory
Hello, we want to integrate our Zoho Inventory and Zoho Books for order processing. What is the most easiest and convenient platform to use? Shopify or Zoho Commerce? ThanksHaving an outage and Zoho Support is gone for the weekend!!!
Outage on Zoho Flow in critical application.... easy to fix. I just need to add credits. But of course, I cannot do that myself on Zoho One!!! No idea what to do. Not sure how an enterprise product can have an outage and I cannot get support on a weekend.Preserving Email History With Client and Prospects
We have clients who have staff that we interact with. When that staff member leaves and we delete their record in Zoho (to keep things neat and tidy) all their email interactions disappear too. Is there a way, or rather a best practice, to preserve thiscomment réaliser un lien vers un formulaire créé ?
bonjour J'ai créé puis activé mon formulaire et maintenant comment j'obtiens le lien de ce formulaire pour l'insérer dans un site ou un blog ? merci d'avance de vos réponsesimport from evernote
how to import from evernoteSpam Control
Hello, my Spam Control is not more working. Follow message comes, how i can fix this issues ?Creating Lead Source Rule
Hello helpers, I'd like to create a rule within ZohoCRM. We use the field "Lead Source" to track where our sales leads come from. Google search does not automatically populate this field. However, we do pass UTM_Source/Medium into Zoho. I'd like toTeaminbox and ZOHO one
Is there a way to get One and Teaminbox to communicate? I'm looking into and learning the software but it seems like any contact added to Teaminbox does not add to Zoho CRM within One. Need some help with this one.deluge help in functions
Hi, This is formula has been written in Salesforce as - ROUND(ClosedDate - CreatedDate, 0), ROUND((NOW() - CreatedDate),0)) So, I am trying the same formula in zoho crm function with same use , Please help me with that ... Thanks and Regards, Sidhantmultiple businesses
Does Books have the capability to handle multiple businesses for one subscription price. I don't need more than one business open at once, but I have 15 separate partnerships I maintain. I just need to be able to close one, then open another. ThanCan you change the type of business so you get a different default pipeline ?
I chose Education as the business type because we do training but the default is tailored to a school type of pipeline as opposed to professional training and services. I would like to change this but don't see an option to.Extremely POOR response from Customer Support !!!
As a recently signed up client of Zoho One whilst really impressed with the technology and value for money what has been so far hugely dissapointing has been the lack of any service from the support channels !! Am I missing something in how to approachProvide temporary access to develoepr
Hi guys, Which is best way to provide access to developer for setting in Zohio Mail Console? Thanks,CRM workflow to trigger Zoho Sign (One)
Hi, We have had integration in the past with SignNow in our standard CRM. A onboard would fill out name and address and in turn this would trigger a webhook out of Zoho CRM into Zapier and to SignNow. We've recently upgraded to Zoho One and cannot find anyway to automate the Sign process from CRM to Zoho Sign, is this possible?upload photo in zoho form
I created a zoho form for customer to claim their warranty. they need to proof their purchase by uploading the purchase bill. But when I test it in my mobile phone, the choose file or snap picture mode is not function at all. Please check and get backContent error message when sending email
Hello! When working in campaigns and I go to send an email, sometimes I get a content warning like "Oops! There are some errors in your campaign content. These errors may land your email in SPAM. Learn more Default images present. Image is over 50MBZobot not initiating chat
Hi, We are using the codeless bot on our website and up until recently have had no issues. However, just recently the bot has stopped initiating chat. I have the settings set to initiate chat 1 second after the user lands on the site, however it doesEvernote migration error message
I've tried exporting individual notebooks from Evernote to html format, as instructed by the help dialog in Notebook. but every time I attempt to drop/open the folder containing the exported notes I get this error message: COM.NOTEBOOK.UNSUPPORTED_FILE_FORMATNext 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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