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Hi guys, I've come from a Xero/Quotientapp world where creating quotes/proposals was really straight forward. I was under the impression that I would be better served with Zoho One to do the same job, but I'm finding the quoting system quite limited asZoho Analytics : Zoho Databridge, Data Source ownership
Dear Zoho Agent, I'm currently working for my customer to implements Zoho Analytics Report and Dashboard. After deliver project to my customer I would like to transfer Zoho Databridge and Data Source ownership to my customer. Would it be possible to transferProblem with linking Zoho Mail, Gmail and Zoho Crm
I am currently using Gmail as my email client. Gmail has been successfully synched with Zoho CRM and there is no problem sending and receiving emails here. I have also set up an IMAP synch between Zoho Mail and Gmail from the Google Workspace. I can sendZoho Books is redirecting me to Zoho Invoice
Hey Zoho team, When I want to open zoho books I get redirected to zoho invoice. But I need to have a program for my bookkeeping. I thought I could do this with Expense but I could not download the invoices in bulk for my bookkeeper. So how can I keepManaging Orders And Inventory
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 nextSave on Your Yearly Enterprise Budget with a Password Manager
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 nextusing subscriptions as an online shop?
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Hi there, I have tested the following methods of integrating Backstage with 3rd party applications: Zapier Zoho Flow Webhook The biggest limitation with methods 1 & 2 is that you have to list a specific event to listen to. This is unworkable for us asConvert Sale Order to Invoice in a workflow
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Hello Zoho Community, We would like to identify our customers based on a few details that relate to their profile and previous orders. For instance: Location (e.g. suburb, city, or State) Purchase history (e.g. consumer preferences based on purchase trends)The Twilio Zoho CRM SMS Integration ?
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Hi I use forms to log incidents across three divisions of my business. (security, cleaning and M & E), One of my drop down questions is for these divisions. My question is, can I have an email sent to specific people if I select "Cleaning" as my dropNotes Footer on Invoice
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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
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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? GraciasNext Page
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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
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Python Code: Calling "Deals" API results in 404 Error.
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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
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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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