How do I change my Zoho One Subscription to only mail subscription
Hy There! I'm trying to dowgrade my subscription from a Zoho ONE subscription to only mail subscription. My company has seased operations so I only want to keep one email address for the company. Only one User is still active and I want to change that
Making sense of Zoho Mail - streams
While trying to enforce an "inbox zero policy" I'm trying to make sense of Zoho Mail - streams... If multiple members are part of a group "support" or "sales"; wouldn't it make way more sense to have streams act as an imap inbox? Any handled and archived
Conversion View in Activities Not Showing Email Conversations
Email conversations are not showing in the sidebar. Sometimes they show up, but more frequently lately they are not showing. Using IMAP.
Mail Assistant "Flash" icon does not appear in webmail interface
Mail Assistant "Flash" icon does not appear in webmail interface ctrl-k is pre-empted by Chrome, Edge, Opera, and probably the rest, as short-cut to the default search engine text input box. I'd like to try Mail Assistant, but how?
Analysing all data in Zoho Survey
I have added the Survey data source to Analytics and am trying to create a pivot or dashboard - anything really that pulls out the data from my chosen report (or reports) including all of the responses, whether they are text, scoring etc. I cannot see
Duvida em relação as metas do motivador
Por que ao criar as 10 metas para 3 usuarios. ai quando filtro um usuário em especifico, hora aparece apenas 3 metas e outra aparece as 10 ?
Sharing access with our developers
Hello, We use a third party agency as our developers and we need to share with them some sample screen session recordings and heatmap data to help inform their work. Is there a way to share a third party with access to Pagesense or to export recordings
Need assistance with Aggregate formula to calculation % of total
Hi All - I'm trying to create an aggregate formula to calculate percentage of total. THe end goal is 3 columns: 1. Request Type 2. Request Count 3. Request % I have the following whihc works if a hard code the total. But when I try to add the SUM function,
Replace first 0 with 91 using deluge ? How ?
Hi, i am trying to replace first 0 with 91 using deluge .. How ? Can i get the sample code in udpate task .. Thanks and Regards, Sidhant A.
Generation of PDF using Docs Template using Zoho Forms
I have created form using Zoho, the responses of which are linked to Google Sheet. The link of google sheet is as below. Once a user submit the form, the data uploaded in google sheet automatically. https://docs.google.com/spreadsheets/d/1bE9RdYs9g3tdawbUzSUz2sG_SknlwfONA9_5MVztJu8/edit?usp=sharing
Reports missing data
Anyone else having issue in ZohoOne CRM where reports not showing all data? various reports we run such as email report or notes report that we create in which only some of the emails for the data range appear on the report. I can go into accounts or leads and see emails and notes are in zoho but not appearing when I run a report. (Two separate reports I am referencing here) We are also experiencing other issues but that's for another topic.
Zoho Connect Manual, -VS- Zoho Desk KB -VS- Zoho Learn
Another typical confusion from Zoho One users -- which of the following Knowledge Management tool is the one Zoho will be developing moving forward? they all seem to serve the same purpose.
Relationship Management
Hi Community, I am looking for some help implementing a relationship management workflow or automation. I used to use Contactually (https://www.youtube.com/watch?v=YX0uLXd-geA) for my relationship management and I loved the way you can bucket contacts
How can users unblock their blocked Zoho Mail accounts?
After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com Edu2Review is an education review platform, we rate the quality
Zoho CRM: Mail Merge: Filter related list by date
Is there a way to filter the related list/sub form in Mail Merge from CRM by date?
Tracking Expiry dates of Subscriptions
Hi All, I have some clients that subscribe to one of our products. We subscribe to other products. I have tried using the Subscription module, but that seems to be more focussed on the invoicing (which we are not using), etc. I am hoping that someone
Remove app Zoho one
Hello, How to remove an app from the end user portal? PS: Remove and not Disable In the screenshots I was able to disable, but it did not disappear in the user portal Tks
Unable to set the checkbox value
Hi, By using php sdk, I was trying to set the CRM checkbox value like: $record1->addKeyValue('Demo', true); but the error I got was something like: Type error, expected type is array, given type was boolean. So I changed it to $record1->addKeyValue('Demo',
Confused about sync between Zoho Project and Zoho People
Hi, I am confused about the timesheet sync between Zoho Project and Zoho People: Is the sync bi-directional? How often does the sync happen? Is there ever a reason the time in Zoho People would not match the time in Zoho Do users have to submit the timesheets
Adding Contacts & Campaign Subscribers through Gravity Forms
Alrighty, So, I'm new to Zoho and am on Zoho One. I have Zoho Campaigns pulling from the Contacts Module based on a filtered list (if the Contact has "newsletter subscriber" checked). I have no idea if this is the best practice, but the Zoho onboarding
Best app project business flows
As a business our structure/business flow for a clients project is near enough identical and repetitive for each project. E.G once task 1 is done it would always be task 2 next. I wanted to build task automation/notifications that tasks are triggered
Assign Fields When Adding Task by Email
I have a general "Support" project set up as a catch-all for all the small requests I get from clients. I see that I can forward their email request to the project and it will be added as a task - that's great! However, the task just shows up as the email
Problème pour créer ma boutique
Je ne comprend pas vraiment ce que ça veux dire. J'ai Zoho one avec 3 licences normalement je devrais avoir commerce gratuit mais ça me dit ce qui est dans la capture d"écran. En même temps ça me dit que mon évaluation se termine dans 7 jours et je devrais
ZOHO Form - Pre populated Data required
We have Employee codes in our organization. If an employee enters his / her name in a filed in zoho form, Name, Work Place, Mobile No. etc., details to be populated automatically. Plz guide on this.
How could i Remove starting space using deluge ?
How could i Remove starting space using deluge ? like if a = " ABC DEF"; then output should be ->ABC DEF , remove starting space only if available how ? Thanks and Regards, Sidhant A.
How Is Zoho a Good Option for Business Organizations in 2022?
Ever since Zoho was launched in 2005, it has been focused on enabling businesses to expand effortlessly. This means that if a business wants to grow then Zoho implementation can be very helpful. It offers ease of use that makes Zoho one of the topmost
Keep getting an error 111 for Zoho Writer merges
Hello everyone, Everytime I sumbit a response on Zoho Forms and try to download the pdf document that should be created I am unable to. The document fails to downlaod and when I check the Merge report in Zoho Writer I see that there is an error code 111.
Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?
I need to setup a call center so I can setup agents to make phone calls across Canada to market our services. I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seem
Commerce Auto Confirm Orders - Can this be done?
We setup a store to sell items similar to a subscription (we call these credits). There is no physical delivery of credits to the customer, only internal digital inventory. Once an order is placed and paid, we use a 3rd party application to load these
How can I control a field must be input by barcode scanning
I have a field must be input by barcode scanning. So this form only can execute in native mobile mode. How can I control this form can't execute in web mode?
CRM Email - Office365
Hi Guys, Is there plans to change how the interaction for email in the CRM works, only we are forced to use old authentication methods i.e IMAP. Are there plans to implement this using modern auth as it causes us a constant problem having to have app
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 get
Can 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 our
Getting URL parameter from a widget.
wrong forum sorry
Change 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 implement
How 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. Today
Facebook 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 messages
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