How to switch back to regular email after trying salesinbox
I tried using Salesinbox but after realizing I could only use one IMAP I could see it was not going to work out. My best bet if I want to use Zoho is to stick with using the regular email client so I deactivated IMAP and then found that email.zoho.comSync issues between Zoho Books and CRM
I'm trying to do async between "accounts & their contact and stand alone contact (in Zoho CRM)" and "contacts & contact persons (in Zoho Books)". It's listed in the integrations --> Zoho Apps --> Zoho CRM. It's saying this integration is active, and theAs a red mark
I have a form to assign an appointment, what I need and how I can do it, in case if I am going to assign an appointment at 7 am and it is 9 am the red dots are marked in the schedule box, the only thing I could do is to mark me red if I had already assignedAdding notes and attachments with deluge
Hello i want to know how to fetch and insert notes and attachment into Candidates from zoho recruit?Project proposals
HI We are a bit new to the platform and would like to automate our proposal creation process. The idea we want our sales rep to go from the crm from a lead to be able to create a proposal for a client based on products and services. Ideally we would likeElettronic Invoice
Ciao in Italia c'è bisogno della fatturazione elettronica, come può inviare fatture elettroniche chi utilizza l'ecosistema Zoho? Grazie MarcoZoho Books - posting a journal entry to a previous period for accounts that have VAT element
Hello, I am trying to post a correcting journal entry, to record expenses for previous periods for which we have filed our VAT return. The system is not letting me do it, because the account has a VAT element in it. thanksListe associé dans module
Bonjour à tous, J'essaie d'asoccié un module que j'ai créé dans le module affaire, mais je ne vois pas comment faire. Comme on peut voir dans ma capture, je peux créer des widgets et des fonctions, mais ça ne me semble pas être cette méthode. Ce quiProblème pour ajouter une phases de pipe
Bonjour, Comme vous pouvez voir dans ma vidéo, j'essaie d'ajouter une phase sur mon pipe et cela ne marche pas. https://www.loom.com/share/7c2f3e162d804244b6ae372b2a64ae7e Savez-vous d'où vient le problème ? Merci pour votre aideIs custom sorting still not available on windows?
came across a thread from 2 years ago asking for custom sorting on windows. im dissapointed two years later im still not able to custom sort my notes on my pc. i can do it on my phone and tablet but not the PC. Is this still considered for future updatesSearch Function Isn't Working
The search function on contacts or anything else within Zoho CRM has never worked and I've always had to scroll down to manually find the desired record. Now our database is to large to manually search and we need the search function to work as it should.Massive Security Breach
I want to know why I am forced to give contractors full Administrator access and rights to be able to use extensions such as maps or phone or sms in ZohoOne? I don't want subcontractors being able to export our data and customers in one go. This is suchUpdating fields on other forms
I have very little experience with Zoho and I am struggling to understand how to make forms talk to each other. I have Form 1 (Legal_Waiver) that I want to use to update a field (Waiver_Verification) to say "Completed" on either Form 2A (Student_Program_Registration)¿Cómo puedo agregar una página que no se vea?
Buenas Tardes Zoho Team Estuve dando vueltas por las configuraciones en Zoho Commerce pero no tuve suerte. Necesito crear una pagina dentro de mi tienda en zoho pero que no aparezca en el menú de arriba (menú principal) que se abra solo al hacer clickexport entries to excel in arabic
Hello, we are recruitment agents, after exporting arabic entries the letters are just a symbols, zoho must add utf-8 to languages . need solution. thank you.Copy Account Address to/from Contact Address
I see old posts on this topic but hopefully this functionality has changed in past 5 years. Is it possible to easily copy an Account address from/to a Contact address. Other CRMs I have used employ a check box to indicate Contact address is same as AccountZoho Desk "Suggested Articles" versus Zoho Learn Manuals/Articles
Looking to see if we create Manuals and Articles inside of Zoho Learn, are those the same articles transferred to the Zoho desk "suggested articles"? If not, what's the difference between both and what is recommended for a knowledge base. We will haveBooking system for monthly restaurant reviews
Hi all Looking for some help please to create a system whereby users can access a list of available restaurants to review each month. Once the restaurant is selected, the user "books" their place to review the restaurant that month. I have a Form preparedImprovment require in zoho booking reporting section
I want to know why the reporting section of zoho booking is very simple and it does not provide a detailed and customize report. Like in microsoft booking we can filter down and export a report by booking service , type and date ans it has lots of otherHow do i recall invoice sent on Zoho
I have sent an invoice to client but made mistake and need to recall. How do i do that?How do I assign different phone numbers from Twilio to a single user?
I have clients from several different states and I always call from a local number to increase answer rate. For example: if I have a client in Illinois I will call from a phone number with area code are 773, then if I have a client in Florida I will callConnect LinkedIn Event invitations to ZoHo BackStage
Hello, Is there a way to automate when people accept a LinkedIn business page event invitation into ZoHo?Option to view all emails in Account/Deal, rather than being only viewable on a per contact basis - IMAP Integration
Hi, We have recently migrated from Salesforce to ZohoCRM and have enabled the IMAP integration but have come across a major flaw with this, it won't let you view all emails! This is causing serious issues with our Account Managers as they should be ableShopify data with customer service team
I looked at Zoho One prior to covid and now I am ready to start implementing it into my business. My trial expired over a year ago and I can not remember much about what I had learned. want to know how my customer service team can all access the sameAfter installing Zoho One Auth, my CalDav won't accept my password
After installing Zoho One Auth my CalDav won't accept my password. How can I fix this?How to organize a meeting with several decision makers -(participants) from the same company?
Hi The case is quite common of a meeting to be organized with several decision-makers of the prospected company. From the CRM, the invitation is sent to a main contact in the company who should be able to invite other participants in turn. If a link isis Zoho capable of organizing all of my activity in one place ?
the question is - is Zoho capable of organizing all of our activity in one place - not just the plugins separated, but actually connect activity from LinkedIn posts/ads/website posts to one event or PR, for example . i want that zoho will give me allHow to clear up Mail Storage
My User Profile says I'm using 3.78 GB of storage and I have fewer than 100 messages stored on the server. How do I find what is taking up the storage space?Création de Landing page ou page d'atterrissage est-ce réel ? depuis Marketing Hub ou Zoho Sites ?
Bonjour J'ai entendu parler de l'intégration de la fonctionnalité de créer une landing page depuis Zoho Je ne trouve pas cette fonction Des infos ? MerciRunning multiple businesses within one organisation.
Hi all, We currently have two separate businesses within one organisation. One of the businesses has a full Zoho One license while the other has a Projects & CRM license. Both use the CRM function in completely different ways. 1) Is there any way toWhat software do we use to show our product catalogue for customers?
Hello, we are using Zoho one but I am not yet familiar with its softwares. May Iask What software do we use to show our product catalogue for customers that has ability to order then connect it to Zoho books? thanksSet Different passwords for Different Zoho Apps
Dear Zoho team, I am using Zoho WorkDrive, Zoho Email and Zoho CRM. I would like to have different passwords to Login these apps. Please suggest how to do it.Wordpress email issue
Hi, I checked many threads on this forum and many people are having the same issue, definitely, the cause of the problem would be different. My mx records are fine and since these are external emails, so have done appropriate settings in my hosting as well. The emails still won't get delivered if sent from a website contact form. I found out about the Zoho plugin from one of the topics. I tried that and it gives me an error saying 'Invalid From Address' while configuring the plugin. I had alsoAutomated Email Workflow based on no responses
I’m trying to see if/how the following scenario is possible in ZCRM. We manually send an email proposal from the opportunity/deals module. We want to send series of follow up emails workflow if no response. IF we get a response (simple reply back to the email) at any point though, I'd like to automatically stop the workflow. I’m curious how others have set this up. Thanks for your insight! I am trying to figure out how to automate where if a contact responds to the proposal emailed to them (in theZoho One Trial - initial log in to open application not working
Signed up for Zoho One Trial, and opening page not progressing....need help.Pulling the terms field from an invoice
Hello is it possible to pull the terms field from a specific zoho books invoice through deluge. I am trying to pull it but it does not show up in the JSON file when I pull all the fields from the invoice. Below is the field I am talking about."Downgrade" Zoho ONE
We want to change the version of zoho ONE, we only use 4 apps and we think it will be better to adapt the version, how can we do it?How to form record from crm to people
Hello Every one. I want to create record from crm to people form In crm i have module product which contain several field . when the record create in these field it should be reflect in the zoho people form with name as incentive.Zoho One Dashboard and CRM information
Hi there, I have just configured my zoho one dashboard and included CRM info on the tiles. Pic 1 Also when I include the Knowledge Base Tile - the drop-down sector is in French, not English. Any advice, please. TyAbility to setup auto voice message/mail in Zoho Cliq
Sometimes it happens when a user is not available on cliq or busy on a phone call/meeting then there must be some option for a user to setup a Voicemail/VoiceMessage so that other person can know that the user is not available at the moment I know thereNext 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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