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 thereAdd a download link for a PDF per product on quote template
Hi Guys, We are sending quotes via CRM (Zoho One). Nearly each line item on our quote has a dedicated PDF fore technical information which we then attach with the PDF quote before emailing. All these PDFs are also on our website. I would like to add aCampo fecha en Español
¡Saludos! Creó un formulario para reservar citas médicas. Requiero que el campo fecha que viene por defecto en zoho form se encuentre en espanol! Podria indicarme como? GraciasGet all Quantity in subform
Hi, So I have a subform in my Form I would like to get all the value of the column Quantity in my subform and add it For example in my subform Quantity Price Description 1 200Zoho Books Automation - Set Defualt Language Templates upon Language Selection
Hello, We are looking to implement an automation function. When the portal language of a customer is changed, we would like to update all of the associated PDF templates and Email templates for that customer to match. e.g. within a customer object, weMultiple business entities through one Zoho account
Hi, We currently have a Zoho One account for our business but are expanding and need to include a new entity. We want to keep the two entities separate and ideally be able to use the one Zoho One account but switch between the two entities when needed.Zoho One Dashboard
Hi, Is anyone else having problems with the loading of the Zoho One Dashboard? Mine is freezing during the loading process and not loading. I have cleared cookies and cache and temp internet files. I think the dashboard is awesome, but I would love itfacing issue on CRM while creating activities.
Hi, I am facing issue on CRM while creating activities. I logged in crm with the admin role and creating activity with deluge function. Activity is created with currently logged in but their is also mention created and modify by super admin user. IMonth count
I would like to add a column to my table that numbers the months from the start of our records to the last. So if we started in January it would be January, 2021: 1, February 2021: 2, March 2021: 3 and so on. I mainly need this for a calculation I wouldInbound Calls not always syncing with an existing contact record
Inbound Calls not always syncing with an existing contact record - could I - Any suggestions on how I can overcome this, apart from manually updating each record? Will this not happen if there is a duplicate with the same number?URL download link
Hello, I would like to create a link to download a file from another module in CRM. I will bring together many download links from another module to one subform in a different module. What is the URL pattern to use? ThanksZoho Books Payroll
Hello, We have been doing our books on an older version of quickbooks and we thought we would try Zoho books for a bit. For the life of me, I cant find out how to add an employee along with W4 info etc. In quickbooks this is simple to do, stupidly simple.Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Zoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Introducing Zoho's own SMS gateway
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 contain
Most Discussed Topics
Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on whichHelp upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Ram Freedman
Donald Love
Appelles Immanuel
Dhanush Kumar V
Sainath S