How to connect WhatsApp or facebook to Zoho Inbox?
You advertise I can connetc WhatsApp and Facebook to Shared Inbox. I do not see such option.Printer
Is there any way your app supports the dot matrix printer?Wochenbeginn für Analytiks
Hallo Zusammen, ich bin relativ neu bei Zoho. Bin gerade dran an meinen ersten Analytiks. Klappt auch ganz gut aber habe folgendes Problem : Es ist Sonntag heute und ich möchte gerne sehen, wie viele Leads diese Woche rein gekommen sind. Wenn ich diesGDPR - block/disable cookie
Hi, regarding GDPR vs cookie notice. Normally the customer/visior can choose the option to block cookies etc. Is there any possibility to block zoho cookies while using an non-zoho cookie notice bar? we're using Zoho forms, salesiq and campaigns - everythingfill in fields
can the content of one field be copied into another? We want to fill in a field in the opportunity and that it also be filled in the account field.Zoho One, Zoho Books - Auto scans - how many?
How many auto scans are include in Zoho books with a Zoho one subscription? ThanksAPAC 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 nextoutlook setup
tried many times to setup my mail on the outlook....but i failed....although i followed the demo video you r sharing to make the same.... but unfortunately cant send or receive any mails from the the outlook on my computer. please help thanks marwanSurvey linked to activity
Hello, is it possible to link the results of a Zoho survey to an activity/event in Zoho CRM? Thank you, stefanoLead conversion automations
Hello, upon converting a lead to a contact, I'd like an email to be automatically sent to the contact. i have my template set up and record action set, but its not triggering. should i have the record action and template in the Leads module or ContactsDefault Font
1) Is there a way to upload company font and set as default font for all communications from all apps, or at least the Zoho One included apps? 2) I'm updating the email templates in Zoho Books and cannot figure out how to change the font. These auto-emailsZoho Sign API usage
Hi, I have a client who wants a digital signature solution, and he found Zoho's site and suggested Zoho to me. It is new to me. Is it possible to implement the Zoho Sign API independently, that is , without needing to have a full CRM account, etc? Also,Receiving Forms
Where do i indicate the email where I want the form to go back to once it is submitted. For instance I have certain forms I want submitted to certain team members. How would I indicate those emails in each form?Connect a survey with an activity
Hello, is it possible to connect a survey with an activity. I have a name for that event activity and wanted to link a feedback survey to that event. Is that possible? Thank you, StefanoZoho Analytics Query Table
Hi How do you add custom values in a column? I want to create a new column (does not exist in any data) which shows todays date. Normal SQL Function: INSERT INTO table_name (column1, column2, column3, ...) VALUES (value1, value2, value3, ...); From whatZoho People non-users
Hii I have a staff of 20 people who are not a system user, how to add non-users in zoho people. How many users i can add as a non-users in zoho people or in any zoho CRM, zoho desk. ThanksZoho One iOS app - Choose Organization Setting
How do I enable a second organization choice in the Zoho One iOS app under Settings? I am working for two Zoho One enabled companies. Thanks!Attachment links in Campaigns
I see lots of articles that say this can be done, but not any that actually show me how to do it. I tried to chat this morning and was sent a link, but I tried to follow it. I just get in a loop. I don't know how to place my tinyurl in the document.Tying Form to Google Ads Conversion?
We're running PPC ads that go to a Zoho Sites page and the landing page has an embedded form. That part is working beautifully. Those are getting marked as conversions and the UTM info is coming through in form completions. The challenge is, I also haveZoho desk mapping domain - Cname nor recognized by Zoho
Hi, I am trying to map a custom domain for our portal, but I keep on getting this error: The cname appears to be correctly setup however: It was done a week ago and still not working. The subdomain is also created on the hosting provider. What am I missingAttach Products to Account and be able to update fields on that product for THAT Account only
I am looking to attach products (like 'QuickBooks') to an Account. But once I attach that Product to the Account, I want to also be able to set Account specific info, like # of user Licenses and Version, to that record. If this Account has 5 differentHow to find Organization Owner?
How can we tell who is the Organization Owner for our Zoho account?Complete remove the user
Hello, There is some user already inactive in list. Could you please advise how to complete their record in Zoho Directory? Thanks!Global Change Communication Missing for Zoho One license holders
Hello, There is a lot happening at Zoho and we are seeing that everyday via blog post, announcements, video of Youtube. It is quite difficult to keep an overview of all the changes across the apps. When we are Zoho One users, Community are the only validHow to bulk update Company field?
It happens to me daily that I add new contacts to the database. Later, I want to associate a bunch of those contacts to a company. How can I associate all those contacts to one company at once instead of one by one?some of the field(s) were broken - error
Hi all, the automatic sync runs between CMR and Books went well without errors last light (every two hours) but now out of a sudden we get an error message: "Some of the field(s) were broken while syncing Items with Zoho CRM" Opening the message is giivingCost 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
There's suddenly a new SalesIQ beta rolled out with no announcement, no information about a ton of new features in there. It looks like a fantastic update, but hard to decipher some of the features including a bunch of fee based upgrades. It's alsoCustom product pricing
We are very new to Zoho and in the process of evaluating Zoho One for our business. Looking at Zoho as a new user is quite dauning with the hundred of options. Using the Zoho CRM is it possible to setup products that have different pricing based onPurchase Order in CRM vs. Inventory
Question for anyone familiar. We recently started using the PO function in the CRM. But I am not able to get some of the reports that I need and I need to make each line item have its own status which also seems to be an issue. So I guess I have 2 thoughts/questionsGPDR and People
Hi team, could share more informations about items in zoho people and GDPR? I'm trying to explore more informations in the People (part of my Zoho one Suite) I'm looking for more information about this. How can I manage the data in Zoho people to staySTATEMENTS
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 newNext Page
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Announcements
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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Sticky Posts
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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