IP Range for Webhook Whitelisting
HI, Can I please get a range or list of IPs that I can use to Whitelist IPs for Webhooks? Also, is there a way to automatically get notified if that list changes? Thanks, SayantiHow do I use a Page Parameter with a Chart or Panel?
I am trying to feed in a page parameter to a panel's record criteria. I used ${page_parameter_name} in the criteria field, which doesn't work. Will I have to use a ZML snippet to achieve this? criteria='(((Confirmed == "$(confirmed}")))' WhatZUG Virtual Zoho One Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One console, an outline on custom fields, tabs and more. Here are the detailsDisplay Last Activity Time on Individual Records
How can I display the `Last Activity Time` on individual records? I see it in list view, but not record view. We need to display this for our Salespeople to easily identify the last time an account was contacted or a note was created.WEBINAR: Next Level Sales Growth In Zoho CRM
WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals Join our free live training session on how to automate Zoho CRM for next-level sales growth. Zoho CRM is a powerful sales toolThis Week in Zoho News - CRM Zen Show Episode 131
Click HERE to listen to the podcast. Zoho News Zoho Mail 2020 Review Here’s a summary of the most important highlights from the past year: New services for better emailing and collaboration 15 million users and counting Workplace was named India’s bestConnect Invitation Problems
This seems to becoming a problem with the various data centres. I personally have two Zoho accounts one for my business and one we set up for a charity. We eventually moved the charity over to Connect wanted to use it for our members (external). AfterDisplay a webpage with simple message addressing a contact by name
What is the optimal way for a Zoho One user to display a message on the website addressing CRM user by name? In practice, I'm thinking of designing a webpage with birthday message based on an annual custom template where customer's name is passed as aDoes Anyone Know A Way to Get Zoho Campaigns Leads and Email Templates in Zoho MarketingHub?
I recently discovered Zoho MarketingHub after using Zoho Campaigns for a few months. It makes sense. Zoho Campaigns to send email campaigns to previous/current customers and Zoho MarketingHub to send email campaigns to leads. Here's where I am confused.Can't add any additional time slots
hello, In Zoho bookings I go in to add addition time slots to a session and it just appears to be loading but never loads. It is causing me great frustration and delays in my business. Can someone please help.display subform field in main form as list
Hi, I need to display subform field in main form as list while adding subform records. I have a field "Items" in main form and I have "item name" in subform. I would like to shows the list of "item name" in main form "items". For example: The main formZoho Authorization refresh token limit reached
Hi, I have been facing an issue in Zoho Authorization refresh token limit reached. Error: {"statusMessage":"refresh_token_limit_reached","status":false} How can I resolve this issue of refresh tokens limit reached? Can anyone here help me? plugin-manifest.jsonGetting internal error when trying to disable Zoho Finance to Zoho CRM.
Can someone help? I really need to delete an older employee who is not longer working for the organization from our Zoho One portal and I can't do it because he is the one who integrated Zoho Finance to our Zoho CRM. When trying to disable the integrationOpen an Image as popup dialog box
I am trying to open an Image as popup when my application first load automatically. Users need to read the content of the Image then click ok to close it before the application loads. I am using jquery-ui-1.10.3. and trying to use the Jquery dialog butHow can I build an automated Sales Funnel using Zoho One apps?
Hi Everyone, I would like to know if anyone has information on how I can build an automated Sales Funnel using Zoho One apps. I need to build a sales funnel for selling online English classes for non-native speakers to improve their skills. I am seriously considering paying someone who builds funnels using Click Funnels to build it for me. However, I just keep thinking that there has to be a way to do this using the tools that I am currently paying for in Zoho One. Does anyone know if there are anySent and View
Dear, in waveaccounting we can see the status of the offer / estimate sent and viewed. Is Zoho Book available in this facility? Regards AbdullahCustom Filters on Career Site and custom URL for apply button
Hello, My issue is I have tried to add 'Skillset' as a custom filter on my clients Career Site. I have made certain 'Publish in Website' is checked in Modules > Fields. But it does not appear as a Custom Filter option on the Jobslist section of the CareerSales Person Access to Item descriptions and Prices
We are a Zoho One user with CRM and Books working together. In either the Finance area of Zoho CRM or in Zoho books. If a sales person creates an estimate, they have access to all the fields on the item record. Including making up their own items andDoes Zoho Campaigns sync to Zoho ContactManager?
Will information entered into Zoho Campaigns sync automatically to Zoho ContactManager? Or is it a one-sync from ContactManger to Campaigns?Very clearly (and constantly) see Company-name & User-name logged in (all times!) (useful with different accounts & customers)
Hello, It would be really helpful, since more and more people work from home and work for 1-2-3 organisations, to see on which company (in which browser) you are working. Certainly as freelance consultants with different customers that would be extremelyCampaigns - Library - Email Templates - Edit Button doesn't work
Hi I have noticed several times now that when I have saved an email in the library templates, when I have tried to go back into it and edit it the button doesn't work. Older templates in the same folder still allow me to edit. All the other buttons,Can Link of a website be used in blueprint of orchestly
Hello, I want to add link of Zoho Vault in Blueprint of a job in Zoho Orchestly is it possible?How can I change a field label
I am setting up ZOHO CRM and want to change the label of a field. Mailing Province to Mailing State. If I import, Zoho provides a sample CSV and they use the title of State. In Australia, we don't use Province, and State is missing, therefore I am assumingZoho Email & Bookings
Hi guys, I want to buy Zoho One but have questions. 1) I would like to set-up email sequences to mail to my prospects separated by by some specified number of days between emails. Can I do it? 2) Will emails look like mass broadcasts in "from" email fieldHelp please - Desk and ticket info in CRM
Zoho Desk integration? We are starting to use both Zoho Desk and Zoho One. I have raised a few tickets for a client, and today created their profile in the CRM. Same Account Name, and same email address. I would expect that the CRM would show that thereHow to edit or rename fields in chat window of Zoho SalesIQ?
Hi, I want to add and rename fields in chat window of Zoho SalesIQ? Kindly please help me with this issue. Thank youIs it possible to switch off Email to users when @mention in Notes
We would like to switch off emails to users when they are @mentioned in Notes (from anywhere in CRM), so that users are not 'working' from multiple places Sending to Cliq or having a notification on CRM would be an alternative Is it possible to changeDesign and Capabilities for an App - Might Need a Developer
I'm am wanting to build an app, that is primarily based around invoices (bills sent to me). I am thinking of using Creator to capture invoices. I will use the integration to ZohoBooks for all the "accounting stuff". What I am not sure about is Zoho CreatorOffers of the same product from multiple vendors
Hi Sirs, We are brokers of IT Products. We often have multiple suppliers or vendors giving us offers of the same product when we send out our RFQs to multiple vendors. How do I enter these multiple offers in to ZOHO? I would like to have a list view ofCRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been tryingMass updating tickets with Tags
We are wanting to use tags as a way of grouping tickets that share similar concerns/problems. We have about 8000 historical tickets that we would like to update the tags for. We would like to use a custom field (existing) for the tag name for theseZoho Transactional Emails
With Zoho One apps it takes sometimes hours for a client to get a transactional email. For example, ticket in Desk or email in CRM. Is it possible to connect Zoho with SendGrid and have them send out emails from Zoho apps? If so, how? Thanks!GDPR - Right to be forgotten - Right to access
Hello I use ZOHO-ONE, which means that I get access to all of ZOHO's products. My question is whether there is any flexible way to handle the GDPR right to be forgotten, Right to access in one and same solution? ZIA? For example if I get a request onOption to Control File Storage Location(s)
We are using ZOHO One and have built some simple automation to ensure that the Sales/CRM process properly places relevant files into a WorkDrive folder for each Project. I've further disabled the "Documents" tab in Projects, and we added a custom fieldCould you please mail us the bills for our Site24x7 bills, etc?
Otherwise we have to download them manually each month. This makes accounting terrible.Automate multiple processes/steps for production
Hello, I need to make a multi process flow in Sales Order Module. I tried to set it up as a blueprint but that won’t work for our needs as you can only run 1 blueprint at a time? Brief description – We are a team deal for sport uniforms, once weDoes Zoho offer a forum-based software like Discourse, Discord, FB Groups, etc.?
We are currently using Discourse for our private community. It's a bit convoluted because you have to sign up through Patreon to pay, then use your Patreon account to login to the Discourse forum. As a Zoho One customer, wondering if i can continue toCan't import Notes with correct owner
I'm trying to import Notes into Zoho CRM from our existing system using the data migration tool. I have setup the mapping but no matter what I do the notes show me being the owner, rather than the user I specified in the Note Owner ID field. Is thereFREE WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals
Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consumingCliq and zoho one
We use zoho one for a small association and have subscriptions for our employees. We would like to use cliq as a platform for the membership. So the question is can we use cliq to share documents in a central library and also how do you set it up?Next Page
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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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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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