Pricing in USD
In Canada ZOHO charges Cdn for Books but USD for ZOHO One - Why is that?How do I unlock the text boxes to use as image frames?
I spent a long time battling with Writer to get it to allow me to design a photo template for multiple images on a page for a report (which took me much longer than should as you are unable to copy/paste the text box format to duplicate it across theDisplay an image on a page
Hello All, How can I do something so simple? Help please. I do not get why I cannot even find documentation about this. I upload image from a form in an image field. How do I display it on a page? Thanking you in advance, Apologizes for being a newbiePricing page for service based business
I am super confused on how to do this. We are a all inclusive little wedding business. We have only 3 set packages and a few add ons. So super simple pricing. We don’t ever need to make “deals” or “quotes” - but want our leads to be able to just seeNeed to see Projects Associated with Tasks in Plain List View
When a user clicks into their My Tasks list using "plain view", it's not even possible to see which projects tasks belong to, without clicking on a task and then going over and clicking on the little "i" for every single task. Please see screenshot below.This Week in Zoho News - CRM Zen Show Episode 128
Click here to listen to the podcast. Zoho News Bigin Android App Adds a Pipeline View Zoho has now added support for Pipeline View within the Bigin Android App Motivator for Zoho CRM Released This is Zoho CRM Replacement for Zoho Motivator. At firstZUG Virtual Zoho One Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified OneAdd records to related list via API
Hi! I have a costume module called "Promotions" that has a related list to another module called "Buildings", the idea is that each promotion will be related to a few buildings (multi-select lookup field). Usually I'm using the API for updating recordsPopulating form fields with webpage details
Hi all I have a lead form created using Zoho Forms. The form is intended to exist on many different webpages. I would like the form to pull in the page meta title and url and pass them to hidden form fields. How do I go about doing this? I'd also likeUser Accounts Aren't Joined Up!?
Hi guys, I love everything about the Zoho apps. I think CRM and Desk are particularly brilliant but there appears to be an obvious issue, which I really hope can be resolved. Whilst records from the CRM are technically linked to the Desk, user accountsZoho Campaigns campaign aggregate yearly report is buggy
Hi Zoho Community, Does anyone else feel that the Zoho Campaigns campaign aggregate yearly report setting can be a bit improved? Doing end of the year marketing recap and it was hard to get a count for how many campaigns we sent in each month withoutBooks Deluge Script
Trying to use the get function to pull data from a record in books. Issue I'm having is that it wont seem to work. I'm sure this is a really dumb mistake. Can someone please help. For example the "name" api field is just empty! But the details are returningSending email to some hundrets contacts in list view
Hello, I have defined different contact list views. The lists have several 100 contacts, so I want to email them all. Whats the best way to do this? When I choose "Select All records in this view", there is no "Send email" button. If I select 265 pagesChargeBee Integration
Hello Finance Team, I feel that it would be a good feature for ChargeBee to integrate with Zoho Finance Products. This way users that currently use ChargeBee can track their payments within Books or Invoice (Subscriptions too) and also allow ChargeBee to take customer payments. I would love to see this in the near future and I am sure other users would as wellZoho one and secondary email for employee
Hi We are moving to Zoho one and currently have 3 employees. I want to set up an email address that is for support. I want a specific employee to receive mail from this address as well as their own email from Zoho one license. I don't want to purchaseCan I purchase a separate license for Zoho People to track volunteer?
I have Zoho one and using the plan that requieres me to have a subscription per employee. When using Zoho People I would like to add a volunteer to manage them in Zoho People, they are not our employee. Is there a way to purchase just 1 license forAdvantage of PhoneBridge vs stand alone dialers
I'm tryin to understand the advantage of setting calling features inside of Zoho One. Seems that there's a feature called Phone Bridge and some VoiP services integrate with it. Then there's stand alone VoiP services that don't integrate with Phone BridgeMy Zoho apps not loading in Browser.
Hello I have massive problems with Zoho since 7 days right now. Zoho projects / One / Mail / People are not loading in the browser. I tried Chrome / Firefox / Vivaldi / Opera but have the same problem everywhere. Differents PCs and different networksZOHO One - not so integrated, just starting to setup...
Hey Guys We are just starting with ZOHO one and to be honest, there's 40 great apps but that's precisely the problem.. it's not one connected suite. Even simple things like have a master set of settings/logos/organisational profile seems lacking. I'm interested to hear how people use ZOHO and integrate the apps and data. In my mind it goes... CRM as the master app which links to... Books for finance mgmt + expenses (because the phone app is awesome) Projects to manage projects Connect as our intranetcanonicle issue
Please resolve my canonicals issue, Site is not opening with http://goodiegrocer.com/ this link. It should redirect http://goodiegrocer.com/ this link to https://goodiegrocer.com/ automatically. or also open with http://goodiegrocer.com/ this link. PleaseHow do you push leads that were added to Marketing Hub to ZCRM?
Hello, Seems like a silly/simply questions but the sync seems to be specifically for importing leads from the CRM into Marketing Hub. If I add or collect leads directly on marketing hub, how do you send/sync these leads over to CRM without having to useZOH CRM - Pick list field to load specific choices based on choice of another Pick list
Hello: Is there anyway to have a pick list field load specific values based on the choice of another field? For example, a pick list Field: Toy Products Electronics If the the user chooses Toy products The below pick list field will show only a set ofThis Week in Zoho News - CRM Zen Show Episode 125
Click here to listen to the podcast. Zoho News 5 Updates Released for Zoho Analytics This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more. Zoho Show For Android Update Adds Download Repository ZohoSearch Records API with criteria where the value is null
Hi, I am trying to get the list records where a custom field is 'null' but i do not success. Is it possible ? If 'yes' how please ? Otherwise, i will need soon to records ralated to Date. On this part, the documentation mentioned : "To search for Date,Why Can I Not use Zoho Inventory as a Master Database for Shopify?
I am considering moving to Shopify for eCommerce. Unfortunately, product information stored in Zoho Inventory cannot be sent to Shopify. Are Zoho planning to allow product data stored in Inventory to be sent to Shopify? I so, when? This strange limitationThis Week in Zoho News - CRM Zen Show Episode 124
Click here to listen to the podcast. Zoho News Zoho Cliq - October & November 2020 Update Roundup We have covered most of these, but in case you missed some, here is a list of all the major updates to Cliq over the last two months. Zia RecommendationDesk view in CRM, notifications?
Hi, Hopefully title gives it away - we have started viewing and using Desk within CRM, and I'm wondering if there is a way of being notified of new Desk updates within CRM? (not the Cliq Desk bot) Or an idea, add something to the bottom right notificationAuthtoken staying within Zoho One
Hi, I'm beginning to learn Deluge. I'm a former programmer. For now, I'm working only within and between Zoho applications such as Books and CRM. What do I need to do in a function to "authorize" it? Here's my code: response = zoho.books.getOrganizations();Group Email for Customers
Hello, It would be great if we were able to create email groups (for customers) to send emails to multiple contacts. For example, each account would have an email group for all contacts associated with that account. That way when their renewal is dueDate filter on total sales
Hi, Could anyone advice how to filter out the particular period customer sales invoice. For example if i would need to check the sales for the month of November 2020 or for particular days. Regards MunishGetting an Error when trying to go to Zoho Campaigns
When trying to go to Regular campaigns I am getting the following Error: An internal error occurred while adding your email address. In looking through some forums we did find the following: https://help.zoho.com/portal/en/community/topic/error-an-internal-error-occurred-while-adding-your-email-addressCliq: Apple App, select speaker option
How to select audio output from Cliq Apple App to BLE rather than speaker so that it linked to Resound Hearng aid.I Need An Explanation of Zoho
When you google Zoho you get all kinds of results, CRM, One, Projects, etc. I get that it's meant to be tailored to your business needs, but if I don't know where to start I don't know how to define anything. Is the pricing plan on Zoho One the same as CRM? Is the flexible pricing plan something for all apps or just one? Honestly I think Zoho needs to utilize one core site that explains this because I think I have information for what I need, then come across something different that makes me questionThe First Annual Zenmy Awards! Vote Now!!
The First Annual Zenmy Awards! Recognizing the excellence among the different Zoho Products throughout the year. We let you the users decide who wins! Click Here to Cast Your Vote All votes will be recognized up until 12/21/2020 at 10 am PST. TheConditional - Picklist
Hi, We have custom lead statuses in our Zoho CRM Raw Enriched Assigned Working Unqualified Qualified Nurture For the "7. Nurture" status we have five different sub statuses to categories the type of nurturing required for the corresponding lead Now, weAbility to clear the search criteria on a page
I have a Zoho Creator 'page' with a search box, which sends the search term to a 'report' on the same page. This works nicely, except there is no way to clear the search criteria....the only option a user has is to enter another search term (which isThis Week in Zoho News - CRM Zen Show Episode 123
Click here to listen to the podcast. Zoho News The Zoho Marketplace November Roundup November saw 23 new or updated extensions in the marketplace. Zobot Chat Handling Update If a Zobot forwards a chat to an operator and it goes unanswered, it will nowCustomize Calendar Invite Title
Is there a way to put the customers name in the title of the calendar invite or does it have to just be the Consultation Name. With calendly we can add the customer name.How to Build a Careers Page with Zoho Recruit: 3 Things to Know Before You Start
We asked our developer to provide some insight on building a career page with Zoho Recruit. Here are a few tips he thought would be helpful prior to setting up. 1. Decide where you want to host your career site. Zoho Recruit can be setup to run entirelyVendors Bulk Payments Not Working properly
Hi, I have been using Books for quite a some time now, I followed the "bulk Payment" procedure explained here, but the option won´t be available from the drop down menu while having selected various bills. RegardsNext 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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