"Same as Above" Checkbox
I have a form which requires both a Billing address and a Ship To address. We have a number of clients who fill out this form on a regular basis and have expressed frustration that there is no checkbox for "Same as Above" if the billing address and shipping
A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks
Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time
Add help center users to groups before they have accepted their invite to help desk
Is there a way to add users to user groups before they have accepted their invite to the help center? I have segmented some knowledge base articles for certain customers using user groups. But I can't seem to add users to those groups until they have
Marketing Automation Segment and List Criteria
Hello Zoho Team, I personally really like what I am seeing so far as to what you have achieved with Marketing Automation. We have a small feedback - when creating Lists and Segments based on criteria, the criteria available at the moment are "is", "isn't".
Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike
Zoho form data into mysql
Can someone give me an axample of code to store a formdata field into mysql? I'd like to experiment with that, but i need a startup.
Integrating a secondary website into a primary website - how to change website across ZOHO One - CRM/Campaigns/SalesIQ
Hello, We will soon merge two websites into a single website for improved SEO. The website associated with SalesIQ and Campaigns will be eliminated in favour of our primarly website. Please advise what might be effected and steps to facilitate this change.
Zoho Pagesense- Download recording
Hello, Is there a way we can download a Zoho pagesense recording or share it with our external developers? They are not on Zoho so we need to be able to show them a recording? Thanks
Trigger a custom function in CRM from Desk
Hi, I have a function written in CRM that requires one parameter, dealId. I would like to trigger this function from a custom function in Desk. I feel like this is possible via an InokeUrl but I am not sure how to accomplish it. Can someone point me down
Want to remove a user who no longer works at the organisation
hi there is a user who is set up in my Zoho One profile and I can't remove his access. He has left the organisation so can you please assist me with removing that user.
Calendar View for Zoho Tickets
Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
Creator Customer Portal on Zoho One account
According to the Zoho One Plan Details Page, the Creator Customer Portal allows "2 Customers/employee". This is a uselessly small number per employee. Is it right and if so then is there another way to get more customer slots then to pay $15/month per customer when stand alone creator works out to $0.25/month per customer.
Workdrive won't add to Zoho One
Hi there, I'm trying to add Workdrive to my Zoho One account but it keeps saying that it's not supported. The same is happening for Bookings. I originally signed up to a trial for both these apps with a different email to the one that owns Zoho One. Perhaps
Monitoring rows growth
Hi Team I was reviewing the rows growth, but i would like if it's possible make a Panel with this information. Regards, Pablo
Changing a User showing as External to a staff member
The email address for this person is also incorrect. How can I reset the User?
What analytics pricing plan is provided to Zoho One users?
Hi all, Can anyone make it clear please, that what analytics pricing plan is provided in a Zoho One account? I imported data from my Creator applications to Analytics for testing purposes. It happened about 10 days ago (I guess), because I received a
How to Supercharge Your Hiring Process with Zoho Recruit's Automation and AI
Talent acquisition in today's competitive market is more important than ever. But with limited time and resources, it can be tough to keep up with recruitment demands. This is where recruitment software can play a crucial role. By automating various aspects
Business QR Code
Hi, it would be nice since Zoho interact with customers to have dynamic QR code to show page with contact detail, photo, company website .. etc. simmilar to what we find on website like bitly.
Can anyone help me with Integrating Zoho Marketing Automation V2.0 with Thrive Leads?
Dear Zoho Marketing Automation Community, Greetings to all! I'm exploring ways to integrate Zoho Marketing Automation Version 2.0 with Thrive Leads, a lead generation tool I use on my WordPress website. My goal is to automate the data transfer between
Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this
My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will
Editing landing page after signup for a webinar
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standard
How can I integrate Zoho form with Zoho books so that every time a form is submitted it creates an invoice
I currently have a zoho form that I have setup as a registration and payment page. When the form is submitted it also processes payroll. I'm looking to integrate the zoho form with zoho books so that every time a form is submitted and payment processes
COX Business & ZOHO Integration through Telephony or Polycom phones? Please advise
Is there an integration of COX Business Cisco and ZOHO being released this year? How can I utilize ZOHO ONE and apps with my allready existing COX business ip phone lines? Is there a VOIP or telephony service of some kind to kelp this issue? A Work around
Admin User
¡¡Hola, buenos días!! ¿Dónde puedo ver quién y en qué fecha se dio de baja una Marca del Social aparte del Registro de Auditoría? ¿Tiene usuario administrador?
How do i remove the Powered by Zoho logo from my careers page
Can I remove this?
Zoho Landingpage
Hi, I had posted a question about Leadpages (#83838784) Someone named Gokul asked a followup question and closed the ticket. How is that logical? How can you close a ticket when you want more info from me (inspite of question being very simple)? I am
Tag Limit
Hi, Starting to get my feet wet with Zoho. My question; I see there is a limit of 100 "Tags" is that for each Module or a total for all Modules? Plus, if per Module-- lets say I have 500 contacts in one module, can all 500 have the same Tag? Thanks
Zoho CRM Invoice vs. Zoko Invoice
From time to time I'm wondering about obviously duplicated functionality across the Zoho products. Zoho one seems only to be a menu of different applications; it seams that we have to deal with this. We are using the CRM and now looking to use Zoho to
How do you deal with data protection within your company
Hi, I'm struggling with the lazy data protection within Zoho One. Our corporate policy is 'separation of concerns'. Sales take care of the revenue, Development/Support takes care of building the product and helping the customer. I think Zoho is too open
Zoho Books and Zoho Commerce integration --> Product Specs
Hi, I am at the final step of pushing my website online but I am stuck on a step : I am not able to push on the front end all the product specs that I have in zoho books. I do not see to find the appropriate setting for it. Specs I would like to push
Auto combine same items in sales page
I would like to know, if i use a scanner to scanner every item that i need to send, is there any way to combine those items into one line. For example, there's one items "table". When i scan the bar code, it shows table on the order with 1 quantity and
Zoho One Application Editions
According to the Zoho One pricing information, it includes all enterprise level editions but not all of your applications have a plan actually labeled "enterprise". For instance, Creator has basic/premium editions, ContactManager has smart/ultra editions, and Forms has basic/standard/professional/premium editions. Is there a Zoho One feature list that specifically indicates which application editions are included in the subscription? Additionally, how do applications like Site & Meeting work
Zoho Tally Integration
Hi, I am using Tally for my company's accounts purpose. I like to migrate all the details which I have in Tally to Zoho One. Once the migration is done, I need the real time integration as well because I will also be using the Tally. For Example: After
Why can't I show my data as Staked Area Graph?
Hi all, I need some help. I have a query table with 3 values. Lets call the values Red, Green and Yellow. I'd like to show these values as "Measure - Actual (Number)" values in the chart editor, I no longer have access to the stacked area charts, only
Is PageSense included in Zoho One?
PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as
Zoho One for Multiple Organisation under a Parent Company
Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia. Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/
Case When with Boolean not equal
How can I write a case statement where if something does not equal something - then? Here is what I have: CASE WHEN "2024 Seth Project 1 Item Cat"."Item Cat" != 'INSTALL' THEN ("Sales Order Items"."Quantity" -"Sales Order Items"."Quantity Invoiced") *
Setting up multi-brand portals
I may have posted this twice - apologies if that's the case. We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user
Emails entered workflow but not all emails sent
Hello, I created an email automation and 1107 contacts entered the workflow but after activating the email automation, its only showing 100 emails sent. Why that is so?
site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you
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