Maintenance Agreements?
Does anyone know how to set up a maintenance agreement? We sell and support high end line printers and sell annual maintenance agreements along with each printer based on serial numbers. Some of our customers have 100's of these printers.
Removing terminated user from projects/jobs
Hi, is there a faster way to remove terminated employee from project/jobs in Zoho People? I am able to map projects and assign a new user to jobs easily but I need to open individual projects and each job to delete a terminated user. Is there a way to
Doubt about registered customers
Hi, We are looking at Zoho Commerce, we need the products to only show when the customer is logged in and we need the customers to not be able to see all the products, only the products associated with them. Thanks
Zoho One Apps - einheitliche Oberfläche, Design, Schriftart, Schriftgröße
ONE sollte one sein, also alle Zoho one Apps eine einheitliche Oberfläche, Design, Schriftart, Schriftgröße intern sowie extern. Das sollte ein Manager vorgeben und alle Zoho-Teams müssten sich daran orientieren. In CRM sieht die Oberfläche anders aus
Send file from WordPress form to Zoho CRM
Hi, I'm having an issue sending files to Zoho CRM when a user submits form data on my WordPress site. I'm currently using WP Fusion on my WordPress site. When a user submits form data on the frontend, WP Fusion updates the Zoho CRM record successfully
setup Team Inbox
Dear support, How can I create a personal Inbox? And I need help to setup the team Inboxes. Is there a chat function or a email support where I can send questions?
Forum posts intended for Zoho Commerce ending up in Zoho One ... why?
I have now on two occasions attempted to post something to the Zoho Commerce forum (because it about something that relates to Commerce), but despite initially appearing in the Zoho Commerce section for a brief time, both times it has then automatically
Implementing Multiple Commission Plans
I am looking at implementing two different comp plans in to my Zoho One , both are very different plans, and one includes volume/time based accelerators. Anyone experienced in doing this? Any problems?
Meeting room Booking
I want to book meeting rooms from Zoho Calendar. The meeting room is managed by a thirdparty application which has API's available Work flow required as follows : User Open Zoho Calnder Select the Meeting Room from new booking Select the meeting room
Coupon für Kunde -> Kunde nicht sichtbar
Wenn man einen Coupon für einen Kunden speichert, danach den Coupon wieder bearbeitet, sieht man nicht mehr den Kunden!! Zumal ich angenommen hättet, dass man am Kunden den Coupon sehen könnte.
Search for nested value
Please refer to the following: It is part of the Object received when I get a record from the "Contacts"-module. "Modified_By": { "name": "Admin", "id": "5197XXXXXXX0353001", "email": "testmail@email.com" } My question is: How can I do a DELUGE search
How to collapse threads in emails
How can I get the thread of previous to quit showing beneath every email. Currently emails display Email C (Open) Email B Email A Email B (Collapsed) Email A (Collapsed) I would like to remove the indented Email B and Email A below
Associate Creator with Zoho One
How to associate Creator with Zoho One You can add Creator to Zoho One in one of two ways. Case 1: Sign up for Creator, then associate with Zoho One Creator consists of three applications: Application Creator, BI & Analytics, and Integration Flow. When
How 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. ____________________________________________________________________________________________________________
Need Ability to Filter and Sort Skills (and other items)
So many sections of Zoho People have records and information in what appears to be random order. I suspect it ends up being creation or edit date The specific example that triggered this is trying to update Skill Sets, both the master list and each employee's
Zoho-Sites templates have limited menus
Zoho-Sites templates seem to have a 5 item limit to their menus - and the 5th menu item is "More" (listing all the pages in a drop-down sub-menu it couldn't put into the menu). I understand that 5 menu items looks nice and clean, but I need more menu
How can I update user rate per hour in project form by deluge?
I want to create workflow when record created in a project form run custom function which update user rate per hour in the existing project I write this function but no record updated: data = Map(); data.put("recordid",pID); //pID is a parameter match
What's the point of having the Aftership integration in Zoho Commerce?!
First off, I'd like to start by saying that our journey with Zoho Commerce and the entire process thus far in attempting to implement it as our e-commerce platform has been continuously marred with intense level frustration! A two steps forwards, ten
What's the point of having the Aftership integration in Zoho Commerce?!
First off, I'd like to start by saying that our journey with Zoho Commerce and the entire process thus far in attempting to implement it as our e-commerce platform has been continuously marred with intense level frustration! A two steps forwards, ten
Backup des données Zoho One
Bonjour la communauté, Un clients me demande si il peut disposer d'un backup automatique de ses données sur un de ses serveurs ? J'ai jamais vu ce genre de fonctionnalité dans Zoho (hormis les backup à la demande dans chaque app). Des idées ? Merci.
Get a value in a nested object using Deluge
My Question is: How can I write a Deluge function to look up a NESTED JSON value? I want to find a record in say the Contacts Module, where the "Modified by" id ="29383XXXXXXXXXXXXXX". { "Modified_By":{ "name":"Ben", "id":"29383XXXXXXXXXXXXXX"
Merge Multiple Job Openings
Hi Team, From time to time we create multiple job openings for the same position - first to A/B test the posting, and second to sometimes open our net to multiple areas that might be a fit for the job post. Naturally, only one of those positions will
Coupon für Produkte und Kunde
Wenn wir einem Kunden einen Coupon zur Verfügung stellen wollen, dann darf dieser nur für ein bestimmtest Produkt verwendet werden. In dem Pulldown-Menü "Coupon basiert auf" müsste der Wert "Kunde" rausgenommen werden und dafür ein eigenes Felde geschaffen,
Exporting csv file of filtered list
Hi, I have created a filtered list of contacts and I would like to export a csv file of just those contacts. I can't see how to do this. I could only find instructions on how to export ALL the contacts. Could someone assist with instructions of how to do this, if it is possible? Many thanks Melinda
Coupons beim Kunden sichtbar
Wenn man einem Kunden einen Coupon ausstellt, dann wäre es sinnvoll, dass man dieses auch am Kunden sieht, welche Coupons zur Verfügung stehen.
Link image not working
Hello, I've got a problem with my website homepage. The social preview link doesn't work and the webisite loads random images when i link it on Facebook or LinkedIn. the url is www.datamaze.it Thanks for any help Alice
User Permissions for Client Scripts
Good day, we have an urgent issue with limiting which users have permission to edit Client Scripts. Currently, ALL our users can edit a client script. SURELY that can't be right? We did contact support VIA chat, but the response was :"The client script
Proposals to be signed
Within Zoho, what's the best way to create with a nice-looking, professional proposal that a customer can sign electronically? Would need to include a pricing quote. We use BetterProposals at this time but would love to move over to a Zoho app since
Managing freelancers
We have a lot of freelancers that work for our company based on us winning new projects and quickly having to staff up to have enough resources to manage a project Currently we have a Google Sheets where we manage all of the contacts that are freelancers
Zoho Site - Templates
O que mais me impressiona, dentre todas as plataformas que tem sugestões de templates para sites ou portais, é que todas elas pensam até em Pets, nada contra os amamos ... A plataforma Zoho One tem até o RECRUIT. do qual usamos full time, e nunca se pensou
Need Help on Creating a Workshop Task View for Users
Hey Guys, Not sure if I would use Crm, Projects or Creator for this. I'm looking for someone to point me in the right direction to create a view for our employees on the work floor. My vision for this is that we would have a tablet on the floor the guys
Increase field limit
Hi, I have reached my field limit for field type "Currency, decimals and percentage". I use the zoho one plan. Can I buy additionnal fields as an add-on? Thank you!
How maintain user data/email etc for external contractor set up as user to be deactivated
For a couple of years we have had an external contractor setup with a user account and interacting with us through several Zoho applications such as Desk, Projects, CRM etc. We are using Zoho ONE and have these applications configured. We now longer have
Zoho Forms --> Zoho Desk --> Mailing Street Mailing Zip and Mailing City
Integrations Zoho Forms and Zoho Desk.. does not contain Costumer fields like Title, Mailing Street, Mailing Zip and Mailing City, like in Zoho Forms integration with Zoho CRM. So there is no connection at all. I want to create a ticket and create/update
Chats getting Missed, even though app is on and ready!!!
I have been testing the system before rolling out to my team. So right now, I am the ONLY user. When im logged in on the app, it shows ready on the website. So I can't understand why I am consistently missing chats that never ping the app on my phone.
Forms put information into Zoho CRM
Hi, Is it possible to have forms pull information in to records in Zoho CRM? We have customers where we have to capture a lot of data, and it would be helpful to send a customer a link to fill information and this automatically populate into relevant
Search on Android Recycle Bin
The Search function works great on Zoho Desktop and Browser Edition, but I am missing "Search in Spam / Recycle Bin" on my Android Zoho Mail App. This is essential for me
What happens when I move the Super Admin role to a different user?
I'm about to switch the super admin role from the user which opened our Zoho One account to a newly created User. What "disaster" if any, will this unleash? I'm thinking especially of all the internal automated actions which get run as superadmin. The
Coupon kopieren / duplizieren / klonen
Bei jedem neu angelegten Coupon fragen wir uns, warum wieder alle Felder ausfüllen, wenn doch die meisten übernommen werden sollen. Bitte zunächst ein einfaches Kopieren ermöglichen.
JustCall SMS
Hi everyone, does anyone have access to a plugin for JustCall? I want to be able to put a 'Send SMS' button in the modules that access JustCall and send the SMS out. I also want to be able to add a section in the modules that house the sms messages and
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