Zoho People for People Management
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our nextZoho document API - Error when Creating document
I am trying to write the documents . I use PHP curl request to call the api. Any help would be much appreciated $path = storage_path('app/letters/letter.pdf'); $post = 'file=@' . $path; curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');How to insert data from access token request?
My customer sent a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token_adhesive I want to write a insert code according to this. My code isHow to get tickets that need to be merged on the same screen
I often become aware of tickets that need to be merged but have yet to find a way to get the tickets on the same page with the checkboxes next to them w/the merge tool. Today I did an advanced search and actually go two that need to be merged on the screenRecording Sent CV's
Hi All, Someone asked the question I have pasted below 4 years ago in a previous thread, I was wondering if there had now been an update to resolve this? "Several of our recruiters send resumes using their corp. email account, rather than the submit-to-clientMy personal to-do list
Let's assume that for a person in the company or not in the company, I've determined a task or activity for her. I mean this task or person is not related to any project that the company has. So, where is appropriate to put my personal to-do list there?Hide personal tasks in CRM
Hello In our company, we use Tasks in Zoho to organise both company business and client business. In Tasks, we have a dropdown which indicates whether a task is company or client business. We would like to prevent standard employees (non management) from seeing tasks categorised as company business. Tasks relating to client business should remain visible. Can this be achieved either using settings or custom functionality / API? It seems crazy that there is no ability to mark individual tasks as private.What is the best way to format a JSON for better viewing?
I am not a full fledged programmer (yet) but am getting pretty good at no and low code. I use Zoho Deluge scripts a lot. Zoho spits out the ugliest, most unformatted JSON responses and I want to know the best environment I should use to copy the responseZoho Projects and Mapped CRM Task Owner issue?
Hi All, I have just recently subscribed to Zoho CRM and My team is using Zoho Projects to sync our activities with tasks associated with a respective deal in the CRM. The problem is when I create the 'task' in Zoho Projects it doesn't like me assignIs it correct that SMS-Magic works in Forms and CRM, but not in Desk or Flow?
Is it correct that SMS-Magic works in Forms and CRM, but not in Desk or Flow?Site keeps having stubborn flaws! Discovering new flaws all the time. Really need assistance ASAP!
L.S. Sites keeps giving stubborn issues! Some issues I have reported on before but I have never received any response(!). Each time I discover more flaws. Whole sections missing, or appearing weird and all crooked on the web-page (not in the builder).Autoajustar columnas de Tabla dinámica
Saludos! He creado una tabla dinámica y requiero autoajustar el ancho de las columnas a su contenido y que no se modifiquen como hacerlo? GraciasUnable to send message;Reason: 553 Relaying disallowed.
I am unable to send email after configuring MX record. Help?Integrated CRM Form does not appear in the mask to create a workflow with
I have integrated a form in Creator, that gets the data from the CRM Contacts Module. That works fine now. The Problem: is, that I want now to create a workflow for that, which I currently can't because the Form does not appear in the mask to choose aChanging base currency to USD
Hi there, I'm currently testing zoho to be used in my company. I'm looking to change my base currency to USD as opposed to AUD (currently). what I'm trying to achieve is to setup my company base on Indonesia using USD as base currency. and so far I amWorkDrive access denied!
What is this now again?Managing last contact date for our customers
Hi guys, I have account managers onboard and they're supposed to have regular meetings with our customers due to their tiers and invoice amounts. We have more than 200 customers globally and include 10-15 accounts managers so each account manager isEmail Signature Marketing
I am trying to make an email signature as follows. $[SIG:FNAME]$ $[SIG:LNAME]$ $[SIG:TITLE]$ $[SIG:COMPANY_NAME]$ Phone: (800) 555-1212 Direct/SMS: $[SIG:PHONE]$ Web: $[SIG:COMPANY_WEBSITE]$ Email: $[SIG:EMAIL]$ But, it is not coming out right. It looksSimplifying Payment Collection For Your Business
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next workshopError for Customizing Reminder (Template) Emails
After customizing a 15minute reminder email for an upcoming webinar, I saved my draft as seen in the screenshot below as the following Template Name. But, after saving this file, it didn't replace the placeholder reminder email, and there's no way toShared Client Logins across portals / One portal for all apps
I'm new to Zoho and trying to find my way around. Most, if not all zoho one apps have a portal. Is there any way to achieve either of the following?: 1. The end client has a single username and a single password they can use across all portals e.g. helpDoes Zoho Writer not merge with Quotes module?
I'm trying to create proposals that will look much nicer than what the HTML can provide. I changed the name of the "Quotes" module to "Proposals" and was hoping to generate proposals using Zoho writer. However, I can only see merge fields for Accounts,GDPR Configuration Options for American Companies
Should single license Zoho One Administrators enable GDPR settings in Zoho CRM as a strategy to comply with California Privacy Law, HIPPA Business Associate Agreements - and emerging privacy laws in their own US state? What are the pros and cons of enablingWe've temporarily disabled the GSTR-2 push option in Zoho Books as GSTN has disabled it.
During GST filing I get the error saying - "temporarily disabled the GSTR-2 push option in Zoho Books as GSTN has disabled it." I am able tocant download attachment in my pc and celphone aplication
cant download attachment in my pc and celphone aplicationCan a Flow with a Delay be simultaneously active for 2 or more records?
Can a Flow with a Delay be simultaneously active for 2 or more records? If the answer is "yes", how many records can be in "delay" status before breaking Zoho?Zoho Telephony Product
Does Zoho have plans to introduce a telephone product of it's own? Like Freshdesk & Zendesk This would be so helpful because the providers that are integrated with Zoho Marketplace do not meet my needsAdding Multiple Organization in Zoho People using Zoho one trial
I am using Zoho one trial account, I am trying to add multiple organization in Zoho People but I don't have an option to add that, I see there is way https://www.zoho.com/people/help/adminguide/multiorg.html. is there any restriction in the trial version?How to access subform information for formula in Zoho CRM
Hello! I have data in a subform that I would like to access via a formula in Zoho CRM. The subform data does not show as an option when I try to build the formula. What's the best way to get at the subform data?How can I add single point of contact to multiple accounts?
Hi guys, I would like to add a single contact to multiple accounts. Here's the scenario: I have 2 accounts in my CRM and Desk as well. Such as; Company A and it's sub-company called Company A2 There is only one contact for these both companies. ContactFetch attachment from mail
We receive mail with attachments inf different formats. We would like to automate by fetching these attachments from the mail and store them in Zoho Drive or in a folder that I create. Can we have it done using Work Flow or can any other mechanism beCannot get the Payment Surcharge Option in Zoho Books Sales Order
We are syncing data from CS-Cart to Zoho Books. We are in a situation where we are unable to sync a COD Surcharge option under Sales Order. CS-Cart is having the Surcharge option as shown in the attachment but unfortunately in Zoho Books->Sales ORderSPF VALUE
how to recover my SPF VALUE? Accidentally I skip to set up it on my domain provider. I need to recover it.days of wasted life
working with zoho campaign is frustrating. I have to start a marketing campaign then create many landing pages and each one must have a signup form: for ech form i need to run a Workflow. Knowing that if I use ZOHO FORM, all the people who fill it inMass Delete Contacts By Import?
This is a strange question but here goes: I import a list with 400 people who we consider 'active'. 3 months from now, 100 of those will become 'inactive' and will need to be removed. I have a way to know who those 100 are along with their emails. IsI'm looking for a Microsoft List alternative in Zoho One to manage large lists of repetitive tasks
I've used Microsoft Lists to manage lots of tasks that need to be completed several times for different users. We started with a large spreadsheet and then discovered lists, which worked pretty well. I was wondering if there is a similar products in Zoho,Issue While Creating Ticket by custom function
Hi Zoho Community, I'm working on zoho projects and I want automation in projects tasks my point is when someone create issue in project then automatically it should create ticket into Zoho Desk. Here is my custom Fuction code below and error which I'mshare button greyed out
Hi - I am trying to share notes with other registered account holders. I open the note and click on the profile logo and add their email and go to click share but the share button greyed out and will not work. Please help. ThanksZoho books and Invoices and Expenses integration on Zoho one
Zoho Books in Zoho one include expenses but with limited autoscans. Zoho one has Expenses app with unlimited autoscan. Can we integrate Zoho one expenses app with Zoho one books? Also, we have both Books and Invoices apps on Zoho one but when we try toHow to sync Zoho CRM contacts with Mobile Phone when not using Google
By The Grace Of G-D. Hi, For a Full-On Zoho One User, who uses Zoho Mail and not using Any Google Services, How would one Sync His contacts with Android / iOS?Next Page
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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 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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