Does setting and content of the customer's demo account still going on after they buy Zoho One?
Hello, Does setting and content of the customer's demo account [created by a partner] still going on after they buy Zoho One?Employee Sharing Platform
Hey, I have a group of companies that share employees and crews. I would like a platform where somebody (person A) who needs help can post the job and then other crew leaders can bid on the job (with an hourly rate or something like that). Person A canLanguage barrier and impossible support process from Zoho One support
Support for any Zoho One product is proving to be impossible... Long tickets and chats that drone on for simple inquiries, often several requests by Zoho support to re-phrase or clarify perfect, concise questions. After you do so, which takes at leastZoho Feedback: User Experience with Zoho One Suite
Hello, I appreciate Zoho’s commitment to creating valuable products, and I'd like to share some feedback based on our experience with the Zoho apps within the Zoho One Suite. Firstly, I feel that the user experience would be greatly improved if the lookSide-by-side feature list, comparing One to other apps?
Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and SocialZoho Sites - Product Page
How can I make my product page more comperehensive?Guidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
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 ZohoZoho Sprints External Licenses
Zoho Sprints is a supposed to be a collaboration tool for project management but only supports 5 external users. The profiles of those licenses cannot be modified and by default, the external users won't see any information about the project. Every epic,ZOHO should be renamed to ZoSlow. What is going on with how slow it is?
I have looked through all the previous questions regarding speed so I don't need a link to zohostatus page. I am sure it will say everything is fine. I also don't need a normal Zoho response that says "we are sorry for your troubles. We have sent thisZoho uses unsecure key strength for DKIM signing
With a check for our email infrastructure it came to my attention that Zoho uses an unsecure key strenght for signing email (RSA 1024), which has been deemed insecure by NIST since 2015. I have contacted customer support, but I got the message that theyhow to sort after priority in Todo
how to sort after priority in Todo? now only newest and oldest is availableIntroducing 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 waySimple Question...Is it possible to delete cancelled appointments?
During the testing, setting up and later where some customers had trouble, has caused quite a few cancelled bookings to clutter up the List View. Am I missing something in not being able to find how to delete these altogether? ThanksHow to create a different type of hierarchy
Hello, I just started with Zoho and I am so confused. I need to create a clients portal and include that on the hierarchy of my portal. So, I need dealers assigned to the main organization (mine) , and clients assigned to the dealers. And those clientsYour SPF records are way too big
It is my understanding that we have to add "include:zohocrm.com include:zcsend.net" to our domain's SPF record in order for all Zoho services to work. Is this correct? SPF records have a hard limit of 10 DNS lookups. When we add zohocrm.com to our domain's SPF record, that causes 9 DNS queries alone! For proof, look at this SPF tester site (it shows 8 lookups, which doesn't include the first one): https://dmarcian.com/spf-survey/zohocrm.com I strongly request that you reduce your SPF record downHow to generate AWS Signature through Deluge task
Hello Everyone, How to generate AWS Signature key through Zoho Deluge Task. Is there possible in Zoho? Else please do it... Thank You !!! Regards, Subash S | CubeYogiAny ways we can obtain PageSense Funnel / Goals data - Identity-wise or Visitor-wise
So, we have embedded our custom Identity (by pushing it from the Website) and its being tracked in Session Recordings in Pagesense (Identity-wise). But we can't have that in Goals or Funnels - its just generic data without either being pushed to CRM orAgriculture/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,CRM integration error - "Record Id not available to update the record."
Hi, I am trying to synchronise my Survey with the records in my CRM but when I look at the CRM sync status it shows me that none of the records are successful with the cause of failure to be "Record Id not available to update the record." - ScreenshotMultiple products Subforms on a Quote
OH that would be great zoho, Yes multiple subforms (or at least two) on th Quote and please the ability to search for e new product thru a Category field. The use case is obvious, a subform for each product categories.... and then on top of that couldWorkaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflowZoho CRM Ultimate add-on feature limits
Is there an ultimate list of features in Zoho One Ultimate? I am mostly interested in CRM. We are considering upgrading from Zoho one / Enterprise. The pricing page does not tell difference between Enterprise and Ultimate: https://www.zoho.com/crm/zohocrm-pricing.htmlClient portal
Hello, I would like create a client portal where client can access easily: zoho desk zoho books zoho salesiq zoho sign How can create it?How to give developer Access on Zoho One
We have a few projects for which we are looking to hire outside developers. how do we grant access to an app like flow?Is this open for everyone or zoho staffs alone?
Hi, For my website, printperfecto3d.com- can I use any of the Zoho items? If so, what you think is the best, Please reply me or please give your number and I will call you back. Thanks Raj.Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Currently I'm using Zoho one, which I have integrated Zoho CRM with Zoho Books, is there a way to automatically assign customer owner in Zoho books and make the owner of customer the same owner (user) of account in Zoho CRM?How do I setup an ebook download?
I'm trying to build a form that, once completed, will trigger a direct download of our ebook. I tried using the "ebook download" template but I don't see that as an option. Can someone please provide some direction on this?Linking custom module from Zoho CRM with Zoho Desk Support Ticket
Hello, We have created a custom module called "Assets" in Zoho CRM. This module contains information about hardware products that we sell customers included serial numbers, testing, log files, etc. It is linked with an Account and Customer. Is it possibleLooking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, whichSOC1 Bridge Letter
Hi, Can you please provide a bridge letter cover periods 12/1/2023-2/29/2024 for Soc1 compliance report? Thanks!Error migrating from CRM Plus to Zoho One
Hola, resulta que migré mi cuenta de CRM Plus a Zoho One en la misma licencia administrativa, y cuando revisé lo que son CRM, Desk y Sales, IQ están con otra organización, no migro, por ejemplo entro a CRM y puedo ver las dos organizaciones una con unaShare Quote PDF File by Link (VOTE IDEA)
Hello everyone, Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process. I have created a reqeust about it and support team will developHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoHow do I import deals?
I used to use a CRM were we use Contacts and deals. I first imported all contacts from old CRM to leads in Zoho. Then I imported the deals to contacts, and now I try to import the same deals to deals. I do this in 2 times, because I can't import the Fases in to the contacts. So when I try to import my deals to the deals of Zoho, there is no connection with the contacts. Can someone please tell me what I am doing wrong? Regards!How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Can I email Zoho One Subscription invoice automatically to client?
Hi, I would like to send out Zoho One Subscription Invoice to client directly, (without using zoho invoices). Please let me know if there is a way to do so or for any alternatives.Company yearly goals
As a company, you should be able to make your corporate goals transparent and demonstrate them time and again. They should also be measurable and verifiable. It would be very helpful if you could record, track and understand your annual targets. And thatCompany Name Change / Domain Change - Has anyone gone through this while using Zoho One?
Hello Zoho Community! My company is going through a name change and that wil involve a domain change as well. We use Zoho One, and specifically CRM, Desk. Subscriptions (Billing), Forms, Campaigns, Flow, Survey, Creator, Sales IQ, Analytics and Projects.Zoho One and Availability of New features added for each applications
Hello, Unless we're mistaken, There an ongoing issue to understand the availability of some features for the Zoho One plan. When a new feature is releases for one the applications, it often comes with an information on the Editions of that specific applicationZoho One Users Profile Pictures
It would be really useful to manage users profile pictures in the admin portal to have consistency across the organisation.Next Page
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Zoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in ZohoLog360 Cloud is now integrated with Zoho One!
Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to ZohoZoho 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 way
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Systematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingWindows Device Authentication
We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, itExtracting Data from Sitelink APIs
Hi All, I'm working to pull data on Sitelink using API calls but i can't seem to extract it. If you click expand, you will see it has a lot of data in it. I tried extracting from the map but it's not giving me anything. Is there a workaround on this orQuery Regarding our Partnership between AIC-JKLU and Zoho
Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,
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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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