Automatic Department and Employee Sync Between Zoho One and Zoho People
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.Product Tour
Is there a specific tool for creating a product tour guide for my platform within Zoho applications? I need a product tour tool for my platform, and I'm wondering if Zoho offers any tools for this purpose. If so, please share the names.Need help understanding blocked email
For the second time in about six months, one of my users Zoho One email addresses has been blocked in CRM. Each time, an email request to remove the block, sent from the blocked email address to Zoho One support, has resolved the situation. She existsError facing while adding Commerce to Zoho One
Hi I'm in Zoho One free trial and I am trying to add Commerce to my Zoho One account and while adding it I am getting pop-up on my screen with a message of Error Occured! Can somebody help me solve this issue with immediate effect as I am supposed toLeadchain
I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?Using buttons in Client Portal?
Hello, I have a client portal, and I would like to have a button so they can access to a form with the prepopulated answers in Zoho Forms. The process I want to achieve is as follows: Client log in into the portal He has the list of the potentials HeCampaigns Automation stuck
I have an automation in Campaigns. When I first created it and tested with myself as a contact, I went through the trigger (link clicked in an email), and then got an error that the contact didn't have required information to create a new task in thePortal access and Custom cliq channels between DCs
Hi, Since we operate out of more than one DCs for Zoho , We may need to collaborate with CX accounts outside our Data center as well. Please suggest a solution for this as multi DC cliq channels and Cx portal access to work, the present system declinesZoho OneAuth Multiple login in Desktop Apps(Mac and Windows)
I sent a mail and also letting it here, There is an option to login multiple accounts in Zoho OneAuth mobile app. Is the same feature that is logging multiple accounts exists in Desktop Apps or I would like to request that option since it'll be more helpful.Import records with lookup field ids
Hi Is anyone able to import records into Recruit via spreadsheet / csv which contain ids as the lookup values. When importing from spreadsheet lookups will associate with the related records if using record name, however when using related records idIs anyone else seeing that jobs are no longer imported from Zoho projects?
Jobs are no longer imported with projects automatically. I can still import them manually.Izettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.Can I get an update on any outages and issues with zoho?
The greater Tampa Bay area has been experiencing failures to connect to any of Zoho's services. It started at about 8:30am, and has continued intermittently through the day with spikes in frequency happening every couple of hours or so. This isn't justMigrate Zoho One Domain With Hosted Email to another Zoho One
I have an interesting situation, I would like to share it with the community. I have a client who needs to migrate a Zoho One to another Zoho One, I also need to migrate the users. The problem I face is that the users' email domain is authenticated inMarketing Automation Journey Can't find my Zoho Form
Hello, I'm creating a welcome journey - lead source being a zoho form, and the trigger of the journey is that form submission. Integration is set up as I've connected the form, but journey doesn't recognise the form. What is the best thing to do!?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 amIs there an app for issuing Items to user in zoho(Internally)
I have been using Zoho for the last 2years but I have never encountered or figured an app that can be used by businesses to issue items internally: Scenario: Imagine if a company orders items, lets us assume cameras, which will be issued to a certainEmbedding Videos in Marketing Automation
We have the same YouTube video embedded in 4 different email campaigns. 3 of the emails open the actual email with the video in a new tab as shown in Screenshot #1. The other video opens up a new tab directly within YouTube as shown in Screenshot #2.Code Snippets not publishing in blog posts
Code Snippets in my blog posts are not rendering. Where the Code Snippet should be I see a message that says "Snippet with be rendered in the published site." even though I'm on the published site. This happened a week ago and I found that if I went toIntroduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, OmnipageMedia Organization
I have hundreds of photos and videos I use for my business. Is there any Zoho software that allows you to add, tag and organize photos and videos into different folders? I need a solution that will allow me to add multiple tags to these photos and videos,Modules not loading Zoho One
Nearly all modules in Zoho One are not loading. Anyone else having issues across the platform?I want to use Submission Module while candidate is already in blue print stage
Hi, I have a blue print set up for candidates where stages are from screening to offer. But with this blue print, I am unable to show the history within candidate profiles where was the candidate submitted earlier like to which clients. So if my recruiterNo Longer Have Phone Support?
I've been trying to get help on the support lines - both on the Zoho One support as well as Analytics support - and no one is answering. Does Zoho no longer provide phone support for paid customers?Maximum re-invite limit exceeded.
Hi, May I ask how to convert a user from one to another org? I cannnot find any guideline regarding to this. thank you! KavaPhone Support
Why is the Zoho Support Phone Number saying your closed? It's not the weekend yet!Update 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 theMaximum re-invite limit exceeded.
How can I get by this error "Maximum re-invite limit exceeded."? I am having issues adding the user to our Org. Can someone help please? TylanZoho 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 workv2 - How to export contacts from reports and segments
When I click on a campaign I want to be able to export to view the contacts affected, but there isn't an export option anymoreEditing 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 standardHow to choose the number format in a merge template ?
Hi, I'm confused about how to deal with the number format in writer. I do merged template with datas from Zoho CRM, where I set the format at : 1,000.50 for numbers and dd mmm, yyyy for dates. In writer, I chose the UK format to have the same, but whenSubdomains
How do you create a subdomain page on an existing Zoho site?Custom Bookings URL not working
I set up https://bookings.aboutlifemarriage.com/#/aboutlifemarriagellc for my customer. I have correctly added the CNAME record at Godaddy and received the green verified on the bookings page. However, the custom URL continues to not be accessed. UnsureWarranty & Service Plan tracking
Hi Zoho Community! Does anyone use any of the Zoho Products for Warranty and Service Plan tracking? I know I can track batches and serial numbers in Zoho Inventory... but I'm trying to find a way that I can track which serial numbers & clients are tiedWhat's wrong with my Dynamic Content Function?
Hello, I'm trying to use Dynamic Content (and Deluge) for the first time. I can't get it to work. Essentially I want to display some content from a Zoho Sheet on a web page. Here's my function: And here's my view: But none of the content shows on my pageHow to sort Tabular View using multiple columns Report in Zoho Analytics
Is there any option to sort Tabular View report using multiple columns in Zoho Analytics?Make edits in kanban view
We spend a lot of time updating Opportunities by opening new tabs for each deal. A lot of the key fields are on display in the Kanban view. Some examples we use are, 'Estimated close date' and 'opportunitiy value'. It would make our pipeline managementDifferences between CRM workflows and Campaign Workflows
Hi, Zoho newbie here - can someone please explain the differences between the CRM workflow automations and the Campaign Workflow automations and the best way to use each?Zoho MAv2 Reports
Hello all, We started sending emails with marketing automation version 2. I am looking at the email report and I can see that we have (for example) - 100 sent - 50 clicked - 25 bounced But I cannot drill down - which ones clicked, which ones bounced,Next Page
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Announcements
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. UriInitiating 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 PageAgriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
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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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