Creator Customer Portal on Zoho One account
According to the Zoho One Plan Details Page, the Creator Customer Portal allows "2 Customers/employee". This is a uselessly small number per employee. Is it right and if so then is there another way to get more customer slots then to pay $15/month per customer when stand alone creator works out to $0.25/month per customer.Customize Zoho One Dashboard and URL?
Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]Can't select Leave type while applying a leave
Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? ThankUser-Configurable Text Direction Setting in Zoho Desk
Dear Zoho Desk Support Team, I'm writing to propose a new feature that would enhance user experience for both Left-to-Right (LTR) and Right-to-Left (RTL) language users within Zoho Desk. Current Limitations: Currently, Zoho Desk offers no built-in optionFailed Migration Request
I made a request of migration over 2 weeks ago from Canada and USA and nothing has happened yet.Problem using SAML login for Storefront for first-time customer
I'm working on moving my store into Zoho Commerce, and have a SAML integration to my website already setup. I am running into a problem where the storefront won't allow a user to log in if they aren't already registered as a user in Zoho Commerce. SoHow can i hide submit ticket or any ticket links using CSS
Hi, I dont want the ticket option in my help center and I don't want to hide it too. Instead, I want to redirect the link to another URL as I already have a ticketing system for my website. Please how can i do this using the CSS, to redirect the buttonYou aren't a part of Mail
Hello, Since yesterday, our own Zoho One dashboard, as well as our clients' Zoho One accounts are facing this error (see the attached screenshot) As a result, no one has access to the Zoho Mail from Zoho One, and even the Mail is gone from the list ofSharing data with SQL Server
A client I am working for has a microsoft access 2010 database that is used for daily reporting and other project monitoring purposes. Currently it is single user. It has standing data but on a daily basis data is downloaded from Zoho creator and uploaded into this access database. The task I am charged with is to move the data from the MS Access database into a cloud based SQL Server database on Azure and allow the users to continue to use their MS access front end connected to the SQL Server databasePossible for client users to use timesheets?
Hello, We are setting up a project where the bulk of development will be performed by subcontractors. We were thinking of setting them up as client users to have access to project information resources. Is it possible for a client user to log time againstZoho's products and pricing
Hello, I would like to ask about Zoho's products and pricing. Can you give me a quotation? More so, my client, from Vancouver, Canada, has multiple emails from various domains (Gmail, Outlook,etc.) and would like to integrate them into one platform. DoesMultiple Target Meters in Zoho Analytics
Hii, I tried to Create the Multiple Bar Target Meters (Just like Zoho CRM) in Zoho Analytics. How can I do that ? Note: I need Multiple Names with Multiple Target.Cannot add several apps
I previously tested a few zoho apps and recently made the decision to go with zoho one for my small business. I can add most apps, except the ones I tested. I get the choice to create a new account, or choose an existing account. My preference is to createConvert to Org
Hi, We have serval account in other zoho org, and join us as external user. And now we would like to convert them to our org by this button. However everytime I click , it state that this user is in other org eventhough the user is inactve in other zoho.NEED TO CREATE AN EMAIL ON ZOHO RECRUIT LIKE I DID IT ON ZOHO CAMPAINGS
I need it to have the same functions, clicks and so on, so that the people to whom I am going to send the information will find it much easier.Include Zoho Books tasks in ToDo
The unified tasks view in Zoho One (ToDo) does not include the tasks from Zoho Books - could these get included too as they are part of users everyday tasks?Delete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?Regarding Free Credit
"Hello there! I am excited to inform you that as mentioned in the title, I am eligible for a one-year credit opportunity. I kindly request your assistance in moving forward with this opportunity. Thank you for your time and supportManagement of groups and users in Zoho One
Hi! From admin point of view, there are few quite frustrating problems with current design of groups and users in Zoho One. Groups Right now, we have groups in Zoho One, other groups in Connect and one more kind of groups in Vault. Users We add new users in People and assign to them department, designation, seating location, phone, etc. Unfortunately, those information can be found also in Connect but you need to enter them once again because they are not synced... Btw I prefer to add new groupsAdding Accountant to Books via Zoho One
I am on Zoho One and cannot add an accountant to Books. Can you please advise?API based user creation
We have a requirement to create users in zoho one using APIs. I am not able to find any APIs for the same. I saw a similar question asked about 4 years ago with no answers from zoho. Is there such an API? Will reaching out to their support team help?Can I automatically create folders upon Zoho Deal Creation?
Our company is very creative centric and we need creative customer folders created for each deal created in the zoho crm. Is it possible to automtically created a folder with the deal name inside of workdrive when a deal is created?Billing
I deleted the former 2 employees, and now only have one user, yet I was still billed for three. Please advise, Samchange super admin email address in zoho one account
Dear Support, We want to change the zoho one super admin email id from Earlier ID: sandhya@secnic.in New ID: info@secnic.inZoho One / Login with zoho account on windows device
Hi Zoho, Zoho user, Is there a way in zoho one to add windows devices and make it posible to login wiht their Zoho Account on that device? We started using ManageEngine to manage the device, but somehow I'm not able to find this feature. Can someone helpData Prep not joining datasets
Hello, I have multiple data sets i am pulling from zoho crm I am trying to combine a subform data set with its parent module using left join. Anytime i do so i receive the error Column DS.Id not found for the join transform. Please input dependent column.Enabled Microsoft SSO and MFA is occurring twice
Hi, I recently enabled Microsoft Azure SSO as the IDP. When users attempt to log in, they are prompted for MFA from Zoho and then again from Microsoft. How can I disable MFA for a specific group of users from the admin portal, allowing Microsoft to controlMigrating from Google to MS Business 365
I currently use Google authentication to log into my Zoho account. I will be migrating from Google to Microsoft shortly and was wondering what I will need to do to ensure I have access once the migration is complete. Does anyone have any experience withConvert to Org. external user not working?
Hello, There is an option in Zoho One admin to convert an external user to your organisation. When I click this the user gets an email to accept - but then they get an error saying they are already added to a Zoho One organisation. But they are addedZoho One for Multiple Organisation under a Parent Company
Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia. Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/Can i add new mailboxes without adding new users (ZOHO ONE)
we are new zoho one users. we are considering switching over our email provider from g suite to zoho mail. It seems we can only create one mail box per zoho one user. we would like to create a few more mail accounts beyond our users. is this possible?Zoho Mail, Team Inbox or Sales Inbox?
Hey guys, I’m running into a puzzle deciding what the best application will be. I want to transition/convert from Google Workspace to one of the mail apps in Zoho One to handle my emails but I’m not sure what the best one will be in my case. I am alreadyCampaign like visibility within Zoho CRM
Hey Team, I love the functionality of Zoho CRM but the biggest missing piece for me is the visibility of marketing activity within Zoho CRM that Zoho Campaigns has through the Zoho CRM Campaigns module. Is there any plan to either add the visibility intoAdd Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currentlyIncoming call Zoho Books Icon Telephony
When the customer calls, the notification pops up on our Zoho CRM. It shows Sales IQ, Desk, CRM, and Recruit icons. Is it possible to add Zoho BooksZoho One Org Account - Buy 1 PageSense License?
My organization has Zoho one accounts. I’d like for an outside consultant to be able to access our PageSense App to be able to read reports, create experiments, etc., but I don’t want to buy a whole other Zoho one license - I’m only interested in havingUpdates to Underlying Data Not Showing
Hello Team, When I add a column(s) to the underlying data of a chart it does not stay added when I reopen the chart. When I try to save after making the intended changes I receive the message "Already saved. No modification found". I tried adding fieldsCan I access training central with my subscription level?
I am trying to use the Training Central feature. I have ZOHO ONE. Can I access and use Training Central with my ZOHO ONE subscription? If so, How? Do I have to upgrade my subscription to use the Training Central feature?Check-In/Notes Section
Hi there, We have noticed that in Zoho People, there doesn't seem to be any Notes or Check-In section which is really beneficial for when you want to make notes about staff and document or log conversations you've had that would be important for referencingIgnored : Where can I find more details ?
Is there anyway to find out why a lead was ignored moving through a journey to the CRM ? Is it possible to set up an alert so we don't have to activly check journeys every day to ensure things are working ?Next 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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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 PageAgriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
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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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