ship confirm with batch number via APIs (Inventory)
Hi all, My logistics is outsourced to a 3PL (3rd party logistics) Sales Orders are managed in Zoho , replicated to the 3PL's system. When shipping, the 3PL needs to confirm the batch/serial numbers shipped. How can my 3PL create a package/shipment thruMasking of Numbers
How do I mask contact numbers of clients so that the full contact number is not visible.Just want email and office for personal use
I am unclear as how to how I would have just a personal email (already do have it and love it) and get to use docs, notebook, workdrive etc. In other words mostly everything I had a google. I find gocs can be free with 5gb and so can mail with 5gb. AreModificar Plano
Prezados, Prezados boa tarde. Atualmente temos acesso ao Zoho pelo e-mail comercial@centrimoveis.com.br e gostaria de verificar as condições comerciais para: Opções de Plano de Acesso Opções de pagamentoDudas
Buenas noches,tengo varias dudas¿ me podéis ayudar? Quiero crear una copia de seguridad de todos los posibles clientes y así poder limpiar nuestra base de datos. Cuando quiero exportar los registros solo me deja hacerlo con 3000 de los mas de 70.000 queReceive notifications on my mobile device
How do I receive notifications on my mobile device any time my client views or even signs an estimate (or Invoice)?Pricing for our specific company?
1) Best plan pricing route. 2) How difficult to transfer from google?Ayuda
Tengo una campaña creada y quiero que cuando un comercial llame a un posible cliente de esa campaña lo ponga automáticamente al final de la campañaReports
Could you provide a description or definition of what a Backlog tickect means in the report ciew?Signup Process
Hi There, I am trying to produce a process flow which would need cross module integration and was hoping someone could help. The process will be that someone signs up via a Zoho form which subsequently creates a contact in CRM. Once they are a contactSubform recording data but not sending via email
Hi, I have a form set up for inspections and I have added a SubForm for logging faults. This Sub Form when completed on its own will automatically send an email notification to the pre-set addresses however when used as a SubForm in another Form it doessending mail via crm fails since today
Hi, since today we have severe problems on sending emails directly via CRM. We all have our google Mail account connected. None of our five accounts could send mails. So we had to send the mails from google directly. As I wanted to make a screenshot rightWhy are you discriminating against small businesses?
Hi, I've subscribed to Zoho One twice now, last time I only stayed for a month due extremely poor levels of support (one issue took over a month to resolve, even though it was a 5 minute job [at most]). I am also rather stunned in regard to some of theIs there any edit option available?
Hey support team, I have created a brand domain name Website Email address but the main mistake i did is that I created a email with Admin name like author@lithiumbatterychina.com, But the company need an email, that starts with the word admin is it anyZOHO One new user: Email address is already used
Hello, I am trying to add david "at" rockrobotic ".com" as a new user to my Zoho One - "Email address is already used" I have checked with the email address and David is not currently a user of zoho. Can you help remove his email from any other organizationZoho Mail & Workplace / Adding a Mail Only User
Hi there, I setup Zoho One and I now need another inbox for my customer service email. How do I add a mail only inbox? The $1 one? Thanks,APAC Online Workshops - Plan, 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 nextI'm not receiving "email opened" notifications
I know my emails have been opened and when I send out a mass email I click that I want to know when email has been opened, but I'm not receiving any notifications whatsoever. Any suggestions?Sync CRM Contacts to USER'S contacts on Office 365
I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email functionCannot send email to gmail and other email with custom domain
Hello everyone, today i get error message when i send email to gmail and also outlook or other email, there appears error like this: "4.7.0 [136.143.188.50 15] Our system has detected that this message is 4.7.0 suspicious due to the nature of the contentNot able to download Recording
Hi, One of my recording is not able to download by the participant.Please find the attached error while going to the link. Regards, JinilCan't purchase Zoho CRM after Zoho One subscription ended
Hi, Our Zoho One trial plan will come to an end soon. We decided that Zoho One is not for us and would like to purchase Zoho CRM Enterprise only. However, everytime we accessed the 'Upgrade' menu, we were directed to upgrade our Zoho One account. Is thereEmail Senders No Showing Up on Email Campaign after Domain Authentication
Hello, I have added a specific domain sender. After authentication, they do not show up on the campaigns as sender. It shows ONLY my user emails that I do not want to use. Pls, advise.Expenses and Inventory
Hi, I am not an accountant or have any basic in accounting. However i am an owner of a small restaurant. I am confused here, example; I bought 20kgs flour not from my regular vendor. So no sales order/purchase order here as i only walk-in to the vendor'syear over year widget
Currently there is the ability to generate a widget(s) that will compare sales numbers; today (29th) to yesterday (28th), week 17 vs week 16, 2021 vs 2020. See image: What I am not able to see/figure out is the most common of comparison; what did weHow to modify all my leads with the same firm name into contact and stop marketing emailing campain for all of them.
Hi Everyone, We are noobies in Zoho CRM, so perhaps it's very easy to solve : This is my question : We have several leads with the same company name. For each leads we have created a custom Score. For instance, a main target is called " Prospect_prioritaire_1",How to Associate Records to Owners during import
I'd like to understand how to associate record owners to specific records during record import. Right now, I'm trying to import and its defaulting all record ownership to me. Situation - We have users already uploaded in Zoho - I have a .csv with recordHow do I import accounts with multiple contacts?
I have multiple contacts under one account, sometimes 10 contacts per account. I cannot figure out how to import these. Every time I import the contacts, it shows up with 10 accounts of the same name but different contacts. How do I sett up the ExcelWhat are Form limitations?
Our company uses many online self-assessment forms. 1. Can the forms be used online? assuming yes - 2. Are there are my Field/Cell/Character/Page/rules, or like, limitations so we know if we can work with the form and if yes, how to navigate accordingly.Parser application send to Sheet with JSON
I have a desktop email parser that can submit HTTP request to a Web API via JSON, however I keep getting an authentication error. I have registered my application via client API. My desktop parser has the following parameters: POST to https://sheet.zoho.com/api/v2/<clientID>hi cant find my zb code
need help finding my zb code please, there is no exclamation mark beside my domain i am logged in as super admin ive checked domain tabAuth to Oauth returns invalid_response_type
Hi Zoho team, i had developed an application which uses authtoken for api requests now that we have to migrate to oauth im using authtooauth api for oauth token but it returns an error { "error": "invalid_response_type" } the documentationAutomatic translations
Hello, I was wondering if I can post in different languages via ZOHO. Do you know where to find this feature? As you may know, Facebook let you introduce the post in different languages, so your audience gets the right one. ThanksRescanning imported documents
Is there a trick to rescan imported documents? I just ran out of credits, and now I've added some more. The only way I can see is to download them all individually. There must be an easier way. Is there? ThanksAssociated Partner
I suddenly have an associated partner listed on my account, but I do not know who this is or what it means. Evidently I can tag them but I don't even know them. How did we get associated? Thanks"Sorry, we can't publish this"
I made a scheduled post and was told that "sorry, we can't publish this" but no information on why and when I hit "retry" it says the same thing.URGENT HELP - Quote Inventory templates losing HTML and going blank
Hi, today I was cloning a Quote template, and the clone was blank. Upon editing it, I confirmed that it was blank with no HTML at all. I copied the HTML from the original template and inserted it into the clone. But the Save button would not do anything,Required field before marking a lead as customer
Hey Zoho team, I have a cell of fields that are required before Sales can hand the lead over to Operations as a customer. So it is important that Sales will fill in the complete cell of fields before they can mark the Sales Qualified Lead as Customer.stop signature when replying
How do I stop my full signature appearing when I'm replying to a message?I just want to close my paid services
Dear Team, Last year i send to mail zoho but the didn't close kindly close my subscription because i will close my Gst Number I will reapply new gst after we login . My Email : ARENTER@gmail.com My Contact: 91+8800968053Next Page
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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
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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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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
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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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