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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?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 changeFlow 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 nextNext 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.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on whichHelp upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.Audit Log for Zoho One Admin Panel
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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