What happens when I downgrade?
I have a Zoho One subscription which I really like but am having money troubles and can't afford it. The one thing I don't like about Zoho is the online resources! I find it impossible to find answers to anything. My question is what happens when I downgradeBlacklisted Using MA
Hi! Here is a setup that keep getting us blacklisted on Spamhaus CSS. I have a question on how to solve this so that we don't get blacklisted all the time. Our website is with a supplier (third-party vendor). The page is on a Plesk webserver. This hostedHow to create client portal
Hello guys. Is there a way to create similar client portal with some zoho one tool(s)? I've been trying to create something similar with zoho creator, but I didn't find a way to add chat there so far. Any ideas?Solutions within Zoho / Zoho One for shared mailboxes
Hi there, Our organisation is a Zoho One subscriber and we are looking to migrate emails across from Google Workspace to Zoho. We have a handful of user email addresses to migrate, and also one shared reception mailbox which is used by multiple staffMass update
I want to make an update to everyone who opened a certain email. This is the screen I get after selecting a field and a value to update. Number of contacts selected = 0 what am I missing? ThanksOnly Zoho Mail "Free" plan for Zoho One subscription?
I have an active Zoho One subscription. I expected it comes with Enterprise subscription to Zoho Mail. But when going in Zoho Mail, I only see I am on a free plan. Why is that?Production Order Tracking
We are looking for a solution that once a sales order is written and sent to the production floor it can be tracked through each production stage / process. For example: Sales Order ---> Material Pulled ---> Cut & Processed ---> Bent ---> Finishing / packaged ---> Delivery Something where at each stage it can be marked with a status (complete, in progress, waiting etc..). even better if it would automate a notification (email) to our customer to let them know where its at in the process. PerhapsAdding more addresses in Accounts
Hi, I am not an API developer but involved in setting up Zoho CRM. I am trying to allow customers to add more than 2 addresses "Home & Work", whichever the client wants to add such as "Friend address or Parents' address...etc" those are optional, somethingBlog post content search field
Hello We have countless posts on the blog and we often need to search the (posts) Topics by subject (Titles) and/or keywords. Just the category is not enough..we urgently need research fields on the blog! See attached imageStruggling to find the right flow for sending an invoice with a link to pay
With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact withPlease improve Zoho Mail with an external server
The process to configure Zoho Mail with a 3rd party email server is very bad. So, my company has its own email server and changing it to Zoho is completely out of consideration. But we want to use Zoho Mail for its features and integrations, particularlySync Notes and Activity to CRM
Hello All, We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working. We've noticed a real pain point of not being able to seeZoho Survey limits in Zoho One
Zoho Survey lists a limit of 7000 response a month for Zoho One users, but on particular months (March and November) I would need around 11000. Would there be way to pay for overages those 2 months?Using Groups to assign applications to that require specific user reference/variables
When assigning applications such as Expense or People using the Groups feature, is there any way to accommodate situations where an Employee ID or other user-specific information is required? In our case, for assigning Expense we need a matching employeeCan I restrict one of our accounts from accessing to some Zoho apps?
Hey! Can I restrict one of our accounts from accessing to some Zoho apps? I need the one account to only see the Zoho Books app. Only Zoho Books and nothing else. I have access to the admin account Thanks for your help. Have a nice day.How do you handle unsubscribes in CRM and MarketingHub
We're relatively new to Zoho and I'm trying to determine the best route when it comes to Contacts/Leads who unsubscribe. I was told about the unsubscribe form for the CRM but the Zoho representative wasn't sure about what that would do in MarketingHub, if anything. I would like to keep track of all Leads/Contacts, even if they unsubscribe, to keep from re-adding them in the future and sending them mail again by accident. Anyone aware of a place where such Leads/Contacts can be stored to avoid sendingUpgrade Zoho CRM free to Zoho One
Hello, If we start adding and using Zoho free apps, like Zoho CRM and Zoho Desk, will I be able to upgrade to Zoho One (paid) without losing any data? The uprade is a simple click? (though I don't have "Zoho One" as upgrade option in my account) Or doNouvelle version V2.7.1
Depuis la nouvelle version j'ai un problème à imprimer à distance.What's the difference between Directory Departments and People Departments and how they integrate in Cliq?
In the Remote Work section of Cliq, you can filter Cliq users by Department. However, none of the Departments I have created in Directory show up here. Instead, it's only the Departments from People. Should the Departments in People be in sync with theWhat SME products does Zoho offer, and how can I access more detailed information about them?
Would like to attend the webinar to learn more about the products Zoho One: Zoho CRM: Zoho Books: Zoho Projects: Zoho Desk: Zoho Analytics: Zoho Campaigns: Zoho Creator:delete inactive users
Hi, can you delete all 14 inactive users in the data base? thanks sixtineneed primary and secondary name server address for my domain mapping
Hi, our domain www.digital.edu.in is booked from Govt of india. The CNAME record, DNS record, html file options do not exist there. please guideWhat is the difference between Zoho Campaigns and marketing hub?
Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multipleI need a better guide for using Trello in CRM than the standard link provided, does anyone have one?
Hi, I have finally been able to create Trello Boards within the Zoho CRM (I had to Un-install/install 4 times for this to work) thanks to help from the Zoho community. My issue now is how can I get them to work efficiently between CRM and Trello. I'mZoho One Apps Pending for Approval
Hello, I have used Zoho Mail free edition for some time, but yesterday I paid for a Zoho One subscription. Most of my applications are now listed as "Pending for Approval" inside the App Settings Directory. When I select an app, I get an error which states,Estamos señalados como blacklisted
Hola! Hace un tiempo agregue un nuevo dominio para enviar correos por medio de Zoho campaigns, no habiamos tenido ningun problema, pero desde ayer nos esta poniendo que estamos como blacklisted, MXToolBox indica lo contrario.Why is Zoho support so terrible?
I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincingDelays In Zoho Desk Webhooks (and emails)
We have been noticing significant downgrade/delay in webhooks being triggered from Zoho Desk. The delays are anywhere from 20 minutes to 6 hours. We have been getting 5-20min delays for last week but last few days these delays have gotten significantlyIs Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?How to creat different Scoring Groups, for different interest groups? (Zoho Marketing Automation)
We have different business units running on the same environment, and a single lead scoring is not enought to know what track should I nurture for each leade. We would like to have different scoring groups, so that a single lead could have a differentwere can i find my invoices i need this for my accountant
were can i find my invoices i need this for my accountant, how can i get id direct to my email?cannot transform Data from number to text?
Hi, i'm new to zoho analytics and try to build some reports. first problem i face is that don't seem to be able to display lookup fields in text but only the id's through number fields. how can that be changed? in the below example, i need Account Namemy site working with www .....but without www its not working ...........
my site working with www .....but without www its not working ........... www.droidtechteach.inHow do you manage your task/workload ?
Hi There! We are using the full zoho suite for our business. We are in sales of machinery. I'm looking for a way to manage my dailys task and project. I'm in a manager position. I do operational stuff with desk, like dealing with service request fromMRP or Manufacturing Module for Zoho
We have been searching for options for a production planning or MRP that will integrate with Zoho. Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs. Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?New Zoho Logos
OK, folks, this is a teeny tiny nit. I'm fairly new to the Zoho family, so I be missing some historical perspective. We've adopted Zoho One all across the company, and while the out of box experience wasn't quite as easy as I had hoped, we are quite happy and increasingly pleasantly surprised at the many improvements since adopting Zoho One. I was surprised to learn today that Zoho is replacing their colorful product logos with new monochromatic line art logos. I read the article they sent outCan I pay my Zoho monthly license via invoice?
we currently pay for our zoho license via credit card. Is there a way to pay via invoice direct to zoho or through a 3rd party?Zoho Status for EU
Hello, Does anyone know if it exists, the status page for EU Zoho services ? https://status.zoho.com/ just shows for the US. It's very important for our business to be able to navigate when a service is down. Regards, K.MEdit Layout of 'Candidate Approval' page & Allow Filtering
We'd love to be able to edit the layout of the 'Candidate Approval' page to show different fields. We'd also love to be able to filter the view by certain fields like 'Clinician Type' or the job they applied for. Thanks!Zoho One Licensing for Zoho People
Hi, We are already using Zoho One CRM and Inventory. If we adopt Zoho People, will there be an additional billing?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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we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriInitiating 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 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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