Customize the Employee form - Zoho People
Hi, I am working on trial version of zoho one, I am trying to customize the employee form in zoho people but unable to remove/customize few fields. for example, I don't want few fields like Nick name, Seating location etc., and also customize few fieldsSign and CRM
Hi, New to Zoho and the community. I am setting up the CRM for out company and I was wondering if there is a way once a contract is signed and completed by both parties, that it updates and populates and fields on the DEAL that the signer may have uCan you create relationships BETWEEN contacts within the same module
I am setting up my CRM, and I want to have a way to connect contacts within the same module. Is there a way to do this? If not - how do I decide how to split up contacts to make connections? What are best practices for this? We have clients who needZoho One is not loading in any of my browsers
Hello, I am experiencing a troubleshoot in my Zoho One account. Currently using Chrome and it does load very very slowly and even not loading at all, neither Zoho CRM, Forms, Sprints... I have tried in other two browsers: Firefox and Safari and deleteCreate different contacts with different interest levels
How do I create contacts with different interest levels? Also, how can I set it up such that how frequently the contacts receive emails depends on their interest level? ThanksError deactivating user
Hello, I am getting the below error when I try deactivating a user, I have disabled all the apps assigned to the user except for books/invoice ****Status cannot be changed. The user's credentials are already being used for Integration with Zoho Projects*****A session already exists with a different user, sign-out from the existing session and refresh to continue Error on new user confirmation
created a new user, email was generated for them to respond to, they get this A session already exists with a different user, sign-out from the existing session and refresh to continue Error on new user confirmation How can I get them successfullyNew user- What apps should I be looking at?
Hi I want to move from our old fashioned way of managing our photography business and team to Zoho One which I am sure will bring major efficiency to the way we work. Current "High-Level" overview of our business: I have a team of photographers and weWarehouse Valuation Report
Hello Team, 1) I have integrated Zoho inventory in Zoho books. there is inventory valuation summary, is there any chance to get inventory valuation summary for specific warehouses?? 2) i am dealing with 05 different product types, there are 15-20 itemsHow to create a Sales Order by location (split by product) that can be exported into excel
Hi all - I am not sure if i am pushing the capabilities of zoho enterprise but here goes...I would like to save our Sales team building off line quotes and having to re key information that we have each time the customers wants a quote. Our data structure is Parent account, account, contact, site. There are often 1,000s of site at and account level, there can be some cross over of contacts and site contacts but we given them different roles to separate. We delivery different types of consultancyKanban View
We have two different layouts for Deals in ZoHo. When in Kanban view, is there a way to select one of the layouts as the automatic view (rather than it default to "All Layouts" and having to click the drop down box to change between the layouts)?Mass Emailing using Custom Views and Latest Email Status
Suppose one has to send Mass Emails to lets say 50000 Leads. The limit although for that organization is 500 emails per day. How to schedule and send the mass email to those leads over a span of 10 days without resending emails to the same leads again?My client user can't assign issues
Hi, Where can I configure this issue? My client user can't assign issuesWhats the difference between CommandCenter and MarketingHub journey?
I'm a zoho One subscriber and trying to define a journey for my cold and warm leads. im confused between the functionality of Command Center and Marketing Hub Journeys. could you please describe the differences and similarities?E-mail while on a computer
When I log into my Zoho Mail on computer, I can't check my inbox. My mail is stuck on an e-mail draft. I can't close the e-mail draft or do anything. I can send e-mails from my phone though. I am not sure what to do.Zoho CRM Portal
Team, I am currently on the trial version of Zoho One and plan to complete the subscription at the conclusion of the trial. Things have been going relatively smoothly except for the Portal functionality. I followed the instructions provided at: https://www.zoho.com/developer/help/build-vertical-crm/portals.html asPlan, Collaborate, And Execute Projects Efficiently
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 nextCant Verify DKIM
HI im trying to verify DKIM but is not possible , Any help?Zoho + Telephony For Small Business = Frustration
We are currently using Google Workspace Voice for our phone system, which works awesome and is very reasonably priced but does not integrate with Zoho or anybody at the moment. We have to move away from Google though so I needed to find another callingCan you buy Zoho one and extra individual apps?
Hello I bought Zoho one and even tho it includes all apps, there a few that do not provide enough for us, specifically Invoices and Expenses. So, what I would like to know is: Can I buy better versions of those apps separately and still integrate themI am not getting any incoming mails
I am able to send emails but when i am trying to test from my gmail to zoho mail those mails are not getting delivered and not failure reply message also.モバイルアプリが残念
CRMのモバイルアプリですが、web問い合わせから送られてきた添付ファイルがみれない。 残念。 検索しても出てこない。そのためにいちいちリセットするなんてあり得ない。 残念 とても残念です。 なんとかしてほしいです。I need to create a custom "job specification" report per deal closed
Hi all, we offer a measure and quote style service to our customers. We attend site, measure up, take photos (and upload them to zoho crm) and then write a description for the quote detailing how the work will take place for the customer. How can IModify anything with CSS
Zoho one apps should be modifiable with custom css to hide stuff we dont need and you dont allow us to remove. Ex. Call button on CRM.. Or Amount by stage in CRM un classic view home dashboard..Best set-up & way of working for up / cross sell on current customers
Hi, To provide some context: - We are using almost all zoho one products (zoho books, campaigns, crm, sales iq, forms, subscription etc) - We are b2b and using contacts/accounts module together with the product detail module - We sell online marketingDifferent Sessions for Days of the Week - Zoho Bookings and Zoho One
I would like to create a weekday photo session and a weekend photo session with different pricing for each. How can I do that within the Bookings setup? Ideally the weekend photo session would only be available for scheduling on Saturdays or Sundays,Send Email template with Calendar Invitation (*.ics) in Workflow
Hi, I'm looking for a solution how to send Email template with ics file attached in Workflow. The benefit is Imagine when you receive a hotel booking reservation voucher by email, comes with the "Add to Calendar" function in the email. I don't use theCan send emails, but not receive them
Hi, newbie here and do not know much about this currently. Domain is rockthealphabet.com. I can send emails but not receive them. Thank you for any help! The response from the remote server was: 554 5.1.1 <#####@rockthealphabet.com>: Recipient addressAuto-scan pricing on Zoho One subscription
I have reached the maximum scan limit for uploaded documents in Zoho Books and am trying to upgrade my plan to get another 50 scans for my bills/expenses. I have a Zoho One subscription and am struggling to work out where I can get this add-on for mySubscription Customer Portal displayed in Sites Member Portal
We are using Zoho Sites and Zoho Subscription. When a customer is in our website (Sites), I would like them to be able to access their Customer Portal in Zoho Subscription. Anyone have suggestions how to make this work?Cloudflare + Zoho One = Smart URL Problem of Marketing Hub
Cloudflare (and also other CDN providers) are a great and cheap way to increase the performance and security of a corporate website. Problems and solutions have already been offered in other forum posts. I would like to give a brief summary and specificallyCustom Shopify Sender Email with Zoho
I have a Shopify store (storename.shop) and I'm trying to be able to respond to customers with a gmail account (storename.shop@gmail.com) and have it so the customer sees a custom sender email (info@storename.shop). I recently created the custom senderI as a host no longer receive meeting invitations or reminder emails.
I schedule a lot of meetings (from the Leads module). Normally, all of the participants would receive a meeting invite (the Lead, other Users (my coworkers), and myself). As of Friday (Sept 18) afternoon, I no longer receive a meeting invite. My coworkersRefresh Token API Returns access_denied
Hi Team, For one of the Refresh Token API calls, we got following response on our production server. What can be the reasons for the below error message. It looks like the subsequent API call works but this only fails to execute successfully. {"errohow to create a new column in invoice
Hello, Is there a way to add a new column at beginning/left side) of the invoice body next to item name/description? I see how to add a new field but it adds it just once on the top. in this case I want a new field (Title #) added t left of each lineEmails stuck in "Processing"
I've tried to send a number of emails, to a few different email addresses, and they're all stuck in "Processing" when I check my Sent folder? Why is this happening? Other emails have gone through fine. -LaurenOnline Workshop - Transform the way your team works together with WorkDrive
We've planned a series of free online workshops for 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 next workshopJournal Entries within Analytics
Most the data I import from Zoho books are Journal Entries. I'm having trouble using that type of data since creating any reports from it will cause Zoho to double count when summing totals due to the nature of journal entries. My data has a transactionCampaign Analytics after the contacts are deleted
If a contact is deleted after the email campaign is sent, would we still be able to check the analytics such as, whether this account has opened the email, etc.? Thank youVerify domain in Zoho One apps
I am a Zoho One user. I have got our IT dept to verify our domain in Zoho One, however, each app is saying your domain isn't verified and asking me for domain verification per app. Do I have to verify my domain in each app?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 PageZoho Sites - Product 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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