Cost for ODBC Integration with Zoho
We are considering Zoho for our clients CRM. It is important that it integrates with their operations system, being LabelTraxx. The system provider is LabelTraxx and they can supply the ODBC drivers and a structure document for their database so we canBullet Widget Percentage
In the Bullet Widget, is it possible to have the display show a percentage rather than the number? So in the image here, it should show 19% rather than 4.Compare the previous value in a tabular report and report the difference
I have a tabular report with a column of numbers. I would like to add a column with the difference between the cell right before it. in Excel it would look like this. The formula starting at B3 would be =A3-A2 Is there a way to do this in a TabularNew SalesIQ Beta with no announcement
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how to create statement and statement historyProblems logging into the application on mac os
In video.Desperately Seeking Zoho Consultant / Implementation
15 months ago (and nearly $30,000 in integration consultant fees ago), I embarked on a quest to implement Zoho One to automate my 21 year old business. I produce GPS Fleet Management software and sell subscriptions to it along with various hardwareFlags in Zoho Mail
When viewing mail that has been flagged, it is nice that I can turn off the RED important flag in the email panel. However, can you PLEASE make it so that you can change it from RED to other choices other than off without having to go through the topCreate your own Professional Online Store - Operational From Day One
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 workshopAPAC Online Workshops- Sales Insights And Anomaly Detection Using Advanced BI Tool
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 nextCan't delete blank notes in app on iphone
Hi, I created a note in "personal notes" on my phone. It never sync'd to the desktop. When I click on the note the error is "sorry, we're unable to download this note card." So I can't delete it. All other notes work fine. I can still create newHow can we make all Zoho Expense items show up in Zoho CRM?
Right now in Zoho CRM, there is a section in the Potentials for Zoho Expense. But, only the "open" expenses are shown by default. If an expense is closed, then it is hidden until the user selects "all" from the drop down list. We wish the "all" to beHow can I update a checkbox field through the API
I'm building a form on our website using HTML. The form works and is sending leads into our crm. I'm trying to add a checkbox field to the form and pass the data to a field in the lead, but nothing is working. I've tried sending TRUE, True, true, YES,CRM, Workdrive, Desk
Good morning please let me know about backup for CRM, Workdrive, Desk. How often are backups made? Where can we submit a request for backups and when will we receive them? Is our data transferred / stored / sent by servers outside the EU?How can i become zoho partner
How can i become zoho partner Who can guide me through thisDifferences between previous Zoho Subscription and the new one
Hi guys, As Zoho suggested to me, I am trying to migrate my previous Subscription data to a new one. The first thing I did is gathering a backup of my previous Subscription account. After all, I created a new organization and tried to import all theseConcerns Regarding the Future of Zoho One
Per this announcement, Zoho is rebranding Orchestly as Qntrl and, more importantly, removing it from the Zoho One offering. This is deeply concerning to me. Zoho One promised access to the suite of applications offered by Zoho. When used together, they'reZoho is totally rubish
I am a user of Zoho from 3 months I am facing problem and I am calling Zoho support hours and hours they are not helping. My problem is Eventbrite which I am strugling with. Backstage event side they do change every other day.Change PLAN
We want to move from monthly to annual. How ?Report Idea: Ticket Assignment Metrics
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Hi guys, I can't edit my base currency in Subscriptions, that's why, have created another organization and started migrating the majority of data including customers, invoices, subscriptions, products, etc. My main problem here is in my previous Subscription,criteria in zoho.inventorygetrecords dont work
im trying to get a package by package number, but i cant get the right record, i always get all the records. code: query_param = Map(); query_param.put("package_number","PKG-5537"); info query_param; resp = zoho.inventory.getRecords("Packages",orgChart of Accounts are not cloned on creation of new organisation
When creating a new Organisation and selecting 'clone', the COA (Chart of Accounts) are not cloned. For example; Locked (system) accounts revert back to their original name(s) AND all primary/sub account relationships are lost. A Clone is an identicalNotebook sorting when saving a web clip
When selecting which notebook to place a clip in, how can you change the sort order for the notebooks? I have them set to "name" in the web app and on my devices, yet when using Google or Firefox, when slecting the notebook from the list, they are inZoho Campaigns Support for WeChat
Hi Zoho Team, We like the Zoho Campaigns tool so far with managing email campaigns, but our team would also like to start running campaigns through WeChat. Does Zoho Campaigns support this in anyway, if yes, how do we go about doing it. If not, what areOpportunity Autocreated
HI ! I need to simplify the conversion of the lead as much as possible Is there any option that when converting the lead the opportunity is created automatically? Thank youAllow the creation of incomplete bundles
If an item that is part of a bundle is out of stock, no one knows that the rest of the items in stock are committed because it only takes it out of stock when the bundle is created. It would be more accurate to be able to create an incomplete bundleSales Cadence
Hi, I was wondering whether it is possible to create a simple sales cadence within Zoho. Some functionalities required are: - Option to import a list of contacts into a cadence - Option to move contacts out of cadence upon response to email outreachUser assigned to different account, needs to remove from that acccont.
Dear Zoho Cares team, When one of our employee ( shivakiran.r@dru.care ) given access to Zoho CRM, he somehow signed into another account. In Zoho Cliq, where he has already have access, he can access all other fellow employees of our organization. WhenError 553 Relaying Disallowed
I'm getting error 553 when sending mails to contact@elixirhelps.in My domain was registered with go daddy and later being managed at Wix. I configured MX as guided on the setup page.Add Zoho One Account to existing Zoho One Subscription
We have Zoho One account for our employees. Is it possible to get additional Zoho Mail account for our contract workers - instead of getting Zoho One account. Thanks,Flow not showing all Zoho Forms to choose from
when i try to make a flow using Zoho Forms as the trigger, it only shows a few forms created by me (super admin). Why is it not showing other forms created by admins/users? Is this a setting ican change or is zoho flow locked down to only show forms createdWorflow trigger by outbound call not answered by recipient
Hello, I would like to trigger a worfkow that sent an email "We tried to reach you - call us back when you want" after an outbound call gets unresponded. Is that possible ? Thanks, RoméoZoho One, BUG, Show Stopper, Major Issue, Zoho Bug, Help Major Billing Issue
Please Help, we have been unable to pay for days and our account is becoming in jeopardy. Please call us to fix Major Billing Issue Bug. We have Called 35+ times in the last 5 days. 4 Support Tickets and No Help. Please Help ASAPIssue adding more e-mail addresses
Hello Support: 1. Currently in Zoho one paid plan with only one user paid: User A 2. Started to use Zoho mail as part of the Zoho One bundle (all included apps) 3. e-mail used to be hosted in GoDaddy - 6 email address in total (B, C, D, E, F) 4. no problemNext 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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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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