all tickets to have due date by default
I need the tickets to have a due date by default so none enter in "No Due Date" category. I have been trying to get hold of someone numerous times.5 times via chats and 2 times via call. We are paying so much for your whole ZOHO One suite, above thatMass Update Record Sharing
Hello all, I have the following problem / question. We have 1000 Products. I want to share only 300 of those Products to Employee 1, 800 of them to Employee 2, etc. As you can see Employee 1 and Employee 2 will be able to see 100 overlapping products.Sorry! You cannot change your secondary email as primary email since you do not have a mail hosted domain
We have 2 users. One user has "rsecor@seqlogic.com" as it's primary and "rsecor@int.seqlogic.com" as a secondary email as we are hosting our primary email ourselves. The second user was just added and is"gvazquez@seqlogic.com" however we cannot changeArticle Numbers for KB articles
Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referencedFlow fails with "An error occurred in Zoho CRM's servers."
Zoho Books and Inventory Integration Bypasses CRM Data Sharing Rules
Ok we ran into a major, fundametal problem if we want to use CRM and Books / Inventory. Some initial information and examples so I can explain the problem better. 1. We have Zoho One 2. We have integration of CRM with Books 3. We have integration of CRMSpecial characters in passwords (password protected surveys)
Hi, it appears that Z Survey is now not accepting/processing some (but not all) special characters in their passwords. Can you please confirm/investigate? This is causing issues with some of our live surveys.We are having issues with Zoho Desk / Email Forwarding and Ticket Creation
Something has happened since yesterday afternoon. Our zoho desk is set up so we can send emails to Support@ourdomain which will forward the email and create a support ticket. Today, all of a sudden, when we do this the emails are not creating supportCreating a table from CRM Data to be used in Zoho creator customer app
Hi, I'm looking to create a customer viewable portal using the Creator app. We would like to be able to create a "Payment Profile" table from data in zoho CRM to be displayed in the customers page. For example in CRM we would have fields such as PaymentZoho TeamInbox - Sync Old Emails
Hi, How do we get old emails on TeamInbox individual Inboxes. I already have loads of emails with follow ups going on. How do I get those? Regards, GauravWhat can be done?
Hello:)Is there a way for Zoho One to provide this service: It is a business who rent containers, big containers for storage. They have clients who use their services a lot. My question is: Is it possible in one way or another with Zoho OneAutomatically Adding Bank Transactions to Zoho Books
Can I automatically add bank transactions to Zoho books even without categorizing them ? And if that is not possible, can i automatically add the bank transactions after setting up a rule for categorization. I just need an automatic transaction add ability.APAC Online Workshops - Actionable Insights On Customer Support Performance
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 nextMore field options for the Recruiter's kit
Hello, For the candidate's assessment, we can create a form with different type of fields (multi-select, radio, and so on..). Why can't w have that for the Recruiter's kit assessment too? When we conduct an interview (pre-screening, or however you callStoped receiving e-mails in my outlook and iphone after enabling oneauth
As described in the Title, after enabling oneauth, my outlook and iphone stoped receving e-mails from my account. I tried to disable oneauth, but it is still not working. I asked help for an IT guy, and he said that pop is not working. Can you pleaseZoho Analytics show deleted queries
Zoho Analytics has deleted my queries without me know many times. I have to keep manual backups. Zoho is unable to explain or help with these. It would be nice to be able to see the text or query itself of query that was deleted. Often, I'm unable toManaging Your Customer Pipelines With Bigin
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 workshopIntegration between Inventory and CRM won't give an accurate report
I am currently working with Zoho Support but I am finding the process to be a bit slow considering I need this to run as smoothly as possible. I am hoping someone here has an idea. My original problem was a 5 day gap of PO's in the report through CRM.Leads generation automation tools/problems
Hi! I've been struggling to fully automate the leads generation process from Facebook Leads Ads. As far as I know, it is possible to push all the generated leads from Facebook forms into Zoho CRM using Zoho Social integration. However the problem I amProjects: How to set margins in Templates
I'm creating new templates for estimates in ZohoProjects, but can't figure out where to set the margins. Figured everything else out.Editable shift hours
Though my company doesn't typically work shifts, we're trying to create a process to have a snapshot of who is and who is not in the office given the pandemic and our atypical schedules. I've read a few things, but it seems like this is the next bestMarketing Assistant landing page URLs and goals not available in Planner
My website is connected to Marketing Assistant in Marketing Hub and I have created a goal but when I try to set a target in Marketing Planner it tells me that I am yet to add goals in Marketing Assistant and also that I am yet to add a landing page URL.Barcodes on Zoho One
Hello, I was wondering how I can use barcodes on zoho one? I saw when signing up they said you could use barcode scanners. I don't see how to integrate at all. I'm very new to this, just ordered a couple barcode scanners because we have thousandsAttaching multiple event attendance to a contact
I want to indicate that a contact attended an event. I have already added the event, but when I try to connect my contact with the new event, they become unassociated with the previous event. How do I associate one event with multiple people?Storage jump from 70% to 215% and is locked
My zoho email account jumped from 70% to 214% overnight (which doesn't make sense, since at 100% I would already block the email). I already tried to update the storage on the control panel, but it continues to register 214%.SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major535 Authentication error
i keep getting 535 authentication error when i'm sending an e-mail Project TAX Invoice
I need print the TAX Invoice in the attached format. My client is using Zoho Books. If that can be achieve by using Zoho Projects , then please advice how to make this happen by using Zoho Projects.Tab elementinin altına carrousel ekleme
Merhaba, oluşturduğum web sayfasında tab elementinin altına carrousel elementi eklemek istiyorum. Bunu basıl yapabilirim.APAC Online Workshops - What Are Zobots And How Can They Benefit 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. Zoho SalesIQSender configuration when sending an email from Zoho CRM templates
Hello, My team and I want to send a mass mail from Zoho CRM and when we test it out internally, and the sender is very weird. it looks like it's a spam email that we receive, is it possible to change that? If yes, can you explain/show how? Thanks,Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?
L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.Daily Welcome Message
Hi all, we are still in the beginning of using Zoho One for our company. We use lots of the Zoho tools and are very happy with all the possibilities. But I have a request, maybe someone can help me to find a quick solution for this request. We have certainzoho one chat with us support
I want to point out that zoho one chat with us service is not working very well. We did work for a lot with zoho CRM and Zoho project experiencing a good service also with the chat with us service getting very good support. I do not understand reallyIncoming Call at central number
Hi, our sales people have been working with Zoho CRM for a while now. We are in the process of switching to One and I need a little idea. How did you design the process when a customer calls the central number? Until now we sent a mail with a callbacklink deals with vendors
i linked a field in deals with vendors through list, i need a field in deals to lookup that chosen and get the result with email from vendor. i wrote the hereunder script but error Value is empty and 'getJSON' function cannot be applied Line Number:4,instant new note
hello, I would like to use zoho Notebook on everyday basis, but in order to start a new note, I have to perform several steps of clicking this confuses when you need yo quickly note smth "on a fly" , when a client is calling or you watch online webinarZoho creator subform
Can we use subform fields in Pivot Table? I read somewhere that this is the limitations of Zoho of not able to use Subform fields for creating Pivot Table reports? I am writing an application where multiple chemicals can be mixed for spraying in a crop.Can a Customer be given access to a subform within Reports via the Client Portal?
I am trying to find a way to allow a group of customers to access summary data (Reports) within the CRM that are specific to them. I wondered if it was possible for Customers to be given access to a subfolder within the Reports module of CRM or if thatZoho CRM Not Upgrading to Zoho One trial
I started a Zoho CRM account, then saw Zoho One and started a free Trial of Zoho One. However, the CRM is still acting as if it is not a ONE account so certain integrations are not working. I am wanting to test these before purchase but it doesn't seemNext 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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