How 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
Hello, We are in need of a way to build a report in the manner it is explained below. Report details in English words: We want to know how many tickets each person is taking from the unassigned queue and assigning (to anyone) and then we want additionalCRM / Desk / Finance Integration and Historical Information
TL;DR I have two main issues: How do I get a view (on Desk preferably, but CRM as a fallback) for CS agents to be able to quickly see at a glance what products customers have bought and when? How do I integrate these historical purchases on a new implementationShopify sales orders creating a new account in Zoho
Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attachingStripe Integration Migration
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 problemAPAC Online Workshops - Portals To Improve Engagement With Your Partners & Customers
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 nextThis error occurs because of mismatch in Client ID, Client Secret and Domain field in the account Configure page. Please click on the Authorize button in the configuration page
check the domain in your configuration. it may be .eu or something like thisSynchronising contacts from ZCRM to ZBooks
Good day. The way I use to create a contact in ZBooks doesn't allow me to get update one I make change in ZCRM. My wish is that when I make changes for a contact in ZCRM, I need to get those changes automatically in ZBooks for the concerned contact (Name,Set appointment to "private"
In Microsoft Outlook, a user can set an appointment to private. This way the appointment is in the calendar, but no one in the company can see what exactly the appointment is about. How can this be set in Zoho Bookings or Zoho CRM Calendar?Card does not support recurring payment
As per new RBI guidelines for auto debit on debit/credit cards it has been limited to Rs. 5000/- only. Due to above, I am not able to add new credit card for auto monthly payment, can someone guide me how to proceed with my payment as not getting anyError- While sending email. Email not sent
Hello There I am receiving Error : The sending IP (103.117.158.50) is listed on https://spamrl.com as a source of spam. while i am sending email, kindly resolve it at earliestWorkDrive: cannot create public links by right-clicking on local file?
With Dropbox you can easily right click on any file that resides inside your local Dropbox folder and obtain a "public" link. This means that anyone with such link can view or download the file. Right now it seems the only way to create a public linkShow As Many Tags as Column Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as willZoho App updates new emails only when I am home.
I see new emails on my phone when I am at home. If I am outside with data or wifi, I only see the number of new emails, and not the new email. I do have internet outside.Escalate the ticket internally based on sales owner in the zoho crm
Hi Zoho Team, May I know if we can create a field(escalate the ticket internally to our sales service owner) in the Zoho Desk back to our CRM module called "Our Services"? For example, a customer raised a ticket to our Zoho desk and we want it to beHow should I change my base currency for my particular scenario?
Hi guys, I have enabled integration between CRM and Subscription today. After sync is completed, I saw duplicated records in Subscription in my base currency. These accounts have been created automatically in Subscription using my base currency. AsBack up for zoho subscription before an integration to CRM
Hi guys, We have been editing our data on CRM regarding how we record these pieces of information on Zoho Subscription. We have updated the customer name, equaled invoice amount on CRM to subscription amount on Subscription. We're planning to integrateDate of application
Hello, Could we have this ability to filter the candidat by date of application/association to a job (and therefore add this information as a column). We have the date of creation, date of modification, and so on, but not the date of application/associationError while sync -organization is already integrated
Hi Team I am getting an error while trying to sync CRM contacts with Marketing organization is already integratedNext 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
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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