Zoho Site Automatically Removed From Zoho One Bundle
We are not able to see Zoho Site application in our Zoho One control panel . So i wanted to confirm Is it has been removed or Is it a bug ? If its been removed from Zoho One package then what other application you are planning to addon in zoho one inAPAC Online Workshops - Enriching Customer Support Through Automation
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. A workshopText recognition
Hi Can I turn off text recognition so my notes remain as hand written? I'm using iPad and Android phone and just use simple handwritten lists thanks in advanceHelp! There is no send option for my campaign. I need to send it tomorrow
Hi Zoho World, I sent my first campaign just fine last week. I am ready to schedule it for tomorrow and there is no send now, schedule later buttons. They have disappeared it seems. I have sent the email for review, it passed. I don't know what else tonew user alway showed as pending status
hello, my colleague "m.oleksandr @ sungrow-emea.com" is always pending and can't join in Zoho. Received invatation mails many times, but can not login in with the link in the invatation mail. It said"an account already exists with this email adress inDownload pricebook products & details - not just pricebook creation date & name
We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives meWhat happens to mail sync'd in CRM when employees leave or contact emails change?
We use and rely upon synchronization of emails from our corporate Gmail email accounts, into Zoho CRM for both leads and Contacts. Questions: If an employee of ours whose emails are currently synchronized, leaves the company and that email address is deactivated, do the emails disappear from CRM? Is there any way to prevent that, if so? If we change the email address of a contact or lead, do emails previously associated with their old email address disappear from the Emails section? If so, is thereConnections to host smtp.zoho.com on the default ports failed.
I am on Mac Big Sur OS. All of a sudden I am not able to send emails from the Apple mail account. Can you please check Connections to host smtp.zoho.com on the default ports failed. Select a different outgoing mail server from the list below or clickLEVERAGING ZOHO’S MARKETING AUTOMATION TO GROW YOUR BUSINESS
We wrote an article on how to leverage Zoho marketing automation tools to boost sales. https://www.rfdmsolutions.com/blog/zoho-marketing-automation-tools Curious to learn more - we had also hosted a webinar for a more in-depth look. For those who missedWhat tool can I use to send email a crm contact when they have 30 days of inactivity on my website?
I want to send an email to the contacts registered on my website who have been inactive for more than 30 days inviting them to return to visit my website.Dashboard not updating
When new tickets or ticket responses come in the dashboard view is not auto updating for my agents. Thave to manually do this. What could be causing this as this seems to just have started.Enhance Sales And Customer Experience Through Zoho One
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. A workshopOnline Workshops - Zoho SalesIQ for Customer Engagement and Support on Your Website
We've planned a series of free online workshops for our 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. A workshop that will introduceUS, EU and Canada Webinar - How do we make HR agile?
We've planned a series of free online webinars. These webinars will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features. Join us for a live webinar with HR expert, Nick HolleyOneAuth iOS app does not allow phone recovery
Tried adding my cellphone as an Account Recovery to the new 2.0.1(3) Zoho OneAuth app but every time I get an "Invalid Mobile Number" error message every time. I submitted a support ticket but I did not get a satisfying answer. Can anyone help ?Call Zoho Books functionality from python
I am trying to implement some of the Zoho Books features like creating a sales order, creating contacts and so on from a python script. I am not able to find any suitable documentation for the same. Can you help me with this?Shopify Revenue streams
Hi I have multiple shopify sites I want to connect with a single company within Zoho (Books and Inventory). In Books I want to be able to monitor the profitability of each site. I was told to use reporting tags but my question is how can I set all salesUsing a lookup between 2 forms and combining data into one report. How?
I have 2 forms, Employee List and Employee Assignment. Employee List: Enter Employee Names & email Employee Assignment: Using Look-ups to Employee List form, assign Employees (Name only) to several different tasks using (Single selection Dropdown) orChanged Zoho email (due to all the unknown IP addresses that were accessing it) - Now can send but not receive emails!!!
Have no idea what is happening. I've been using Zoho for 5 years with no issues. After receiving 5+ Zoho notices that someone gained access to my email (from various IP addresses all over the US), I decided to change my email. After testing, I can sendSERVICE INTERRUPTION!!!!!
I know you are down but this is ridiculous, its been over 2 hours and our entire business is dependent on Zoho. WHAT IS YOUR CURRENT ETA FOR SERVICE RESTORATION????Sign-In multiple DC account
Can I Sign-In multiple DC account? Note: I don't want to different browser or browser people feature sign in method. I want the single browser and single people account.Option to select muti reviewer in zoho people continuous review
Hi, In zoho people continuous reviews option there is no way to select a multi reviewer and this thing is creating a problem for us. We really like the continuous review feature but the only thing is that it only supports one level reviewer. Like everyLeave Application Approver Settings In Zoho People
Hi, I have some query regarding the zoho people Approval settings . In zoho people when our employee submit the leave application then without any further approval from manager and director the leave will be marked as paid leave in attendance module .Automation Workflow between Zoho Sales IQ and Zoho CRM
Hello, I am trying to set up a workflow between salesiq and Zoho CRM. Every lead in CRM has a "Visits - Zoho SalesIQ" related submodule that is actually managed by SalesIQ. Under that "Visits - Zoho SalesIQ", as soon as the visitor finishes a visit,Retrieving files from a User who has left the organisation
How do I get files from an ex-User folder as a super admin on Work Drive. Many ThanksExchange files with customers
In a deal context, we need to exchange a lot of attachments like pdf, docx, images. Is there a zoho product or a function allowing the customer to upload files? thanksUser is already present in another account
I keep getting a "user is already present in a another account" when trying to add user in the crm through zoho one.Safe file transfer
Hi guys I need to give my clients a link so that they can send me files safely. Is there an option to do this quickly in zoho? i am a zoho one client. Essentially i need to do this quickly without setting up a specific link for each client thanks stZoholics Dubai- Our first meetup of 2021
Zoholics Dubai is a conference where you can learn, network, and get the resources you need to take your business to the next level. The event will start with a keynote by our CEO, Sridhar Vembu, and will consist of a wide range of sessions such as "ReimaginingProject Status Changes Affect Multiple Layouts
Well that was a fun couple hours. We have 60-100 ongoing projects at any one time and Project Status is a critical way for us to tell where things are at in our pipeline. I hopped on Projects to get current status for a customer, and saw several statusesExpected Revenue on Career site
Why does the "Expected Revenue" info show on the Career Site? Is it normal for candidates to see? or am I missing something?Quote's relationship with CRM, Zoho Sign and Subscription
Hi folks, I just figured out the quotes and products section in CRM. As my way of thinking, I kindly wanted to know how I can make them talk to each other for such a case written below: Creating quotes and assign them to accounts. Sending those quotesFormat phone numbers in CRM
Hi all, How can I make sure that the number entered will only have 10 digits and if it is entered with a country code (starts with + sign) it will only have 13 digits. I also want to avoid that blank characters can be entered. Thanks for you help.zoho opening assets in quantity
HI, my question regards to zoho asset , we are new to zoho i would like to know how we make treatment in zoho related to opening asset in quantities instead of opening balance so that we can know qty as well as the opening balanceDate format error
Hi, How to resolve the the date format in the imported csv file. I have tried all the formats, but its showing error in all the formats.Screen control issue
I have noticed this multiple times. it just shows a small cross and 1 in the middle of screen. Tried many times but no solution. CHECK IMAGE ATTACHEDI am unbale to add a new user
I have tried to add a new user and edelete an old user. IT will not allow me to add a new user and change or assign a password. Can you please check into this.How to make data from module lead to module tasks
Hi, how are you guys? i need help with deluge I am trying to make a deluge that draws information from the lead module to the Taks module But my workflow is not working in a way that can fit. Is there an option to create a function on a lead module andHow to call out duplicity between tasks
Hi, In an undesirable situation, where two tasks are created by different people but assigned to same person. I want to create a link between the two tasks stating that one is the duplicate of the other. If I change timeline for one, the other shouldIssue using Email notifications from Workflow
Hi, I am having an issue using a workflow to trigger an email based off of when a field is updated. The trigger is to send an email to the record owner when a checkbox field is selected. However when I do that in the system for a record with the specifiedNext 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
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Connecting Zoho Inventory to ShipStation
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Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a ZohoInitiating a SalesIQ Zobot from a custom button on Zoho Sites
I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites PageZoho Sites - Product Page
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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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