Can 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? Thanks
What 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 Zoho
How 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) and
Zoho 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 invitations
How 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 summary
Unable 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.sg
Unable 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.za
Zoho 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 to
E-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 twice
Leave 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 One
Live 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 the
comment 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-il
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? Thanks
Having 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 this
comment 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 réponses
import from evernote
how to import from evernote
Spam 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 to
Teaminbox 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, Sidhant
multiple 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. Than
Can 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 approach
Provide temporary access to develoepr
Hi guys, Which is best way to provide access to developer for setting in Zohio Mail Console? Thanks,
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 back
Content 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 50MB
Zobot 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 does
Evernote 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_FORMAT
Create Record with Subform
Hi, I am looking at the possibility of adding a subform to a module that will create multiple new records within the contact module, is this possible? Thanks
Manage Quotes from multiple vendors
When I asked someone the rate of the product, tau more than 10 vendors gave me the rate for 1 item, can I manage it somewhere
Zoho email
Hello Can someone tell me how to prevent the tabs in Zoho email from happening? Every time I open an email, a tab pops up on top, and once I get to a certain number of tabs open I have to delete the tabs to make room.
advance from customer
We receive 50% advance once the order is confirmed. After supplying the material we raise the invoice. I like to show that advance in the invoice. How to do that?
Pull CRM formula field to ZOHO Inventory
I have products in CRM and Items in Inventory integrated we need a fuction to calculate Market Price and selling price based on the price of the ITEM GROUP!!! I hve created 3 fields namely base price, factor 1 and factor 2 in CRM and inventory and its
Notes for Items for Future Purchase Order
Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..
zoho products log4j impacted
Are zoho products impacted by the Log4j security weakness ???
Access to Zoho Calendar from Zoho One
We are using Zoho One and would like to use Zoho Calendar for a team calendar. I cannot find the Calendar App in Zoho One. I can find it by googling Zoho Calendar and it works great, but the rest of my team uses Zoho One to access our applications and
Embeddable Customer Forums
what is the best way to setup a customer discussion forum that will be hosted inside a Squarespace website? A client wants to setup a forum for general discussion - some of it will be about help topics, some of it will be about general discussion about
Location based shipping
Hi, How do i define shipping rate based on where the item is being shipped to? For example, within India I want to charge a certain amount and for international destinations i need to charge a higher amount. How do i set this?
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