single user access to the CRM suits

• Topic Participants

• 60032064622@zohoclosedAccount.com

• Tharun Kumar

  

• Sticky Posts

• Zoho CRM Plus in 2023: Let's rewind

  Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

• The CX Workshops are back in 2023!

  Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

• Refer Zoho CRM Plus to your friends and earn rewards!

  Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

• Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

  Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

• Unified telephony in Zoho CRM Plus

  In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

• Recent Topics

• Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

  Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

• Spotlight series #7: Path animation

  Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

• Generate Unique Customer ID for Each for All Contacts

  Generate Unique Customer ID for Each for All Contacts

• Zoho Thrive is getting a revamp: Here’s what’s changing

  We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Zoho Forms to Zoho Projects

  Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?

• Quick resend/One-off send function

  Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Workdrive - copy permissions

  I am trying to customize sub folder, which I understand fully from below https://help.zoho.com/portal/en/kb/workdrive/team-folders/manage/articles/customize-folder-permissions-in-a-team-folder#Customize_permissions_during_folder_creation However I want

• campaings flagging domain error but crm says OK

  campaings flags error with domain buy crm says notig wrong - this is new, help

• Zoho Books - Currency Conversion

  I am trying to convert all the transactions into another currency such as converting multiple currencies into global USD Currencies. How Can I do this ?

• Changing Default PDF Name

  Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

• Sum Total of various fields in child module and add value to parent module field

  Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

• Singup Form Embed code won't load

  I created a new signup form, and can't seem to get the code to load in to make it usable. It is constantly stuck with the loading image. The only code I can access is the iFrame code.

• Workflow : Update a multiline text field

  Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks

• how to prevent double entry

  How to set up a form so that someone cannot fill it out twice or more Thanks a lot

• "The data you have entered already exists" when trying to create contac@mydomain.com

  Hi all, Our domain is ananasjuicebar.com. Working as admin in the control panel: When I try to add the email account "contact@ananasjuicebar.com" I get the error: "The data you have entered already exists" I've tried creating a new user or creating a new group with this address associated. To my knowledge this address has never been added and I can also not find any reference to it. (Shopify used this address to send customer notifications BEFORE setting up Zohomail.) Any ideas? are there any restrictions

• Incoming Emails Are Delayed by 20 Minutes

  Emails are showing up in my Zoho email 20 minutes after they were received. Is Zoho having problems with their servers at the moment? This started happening about 3 weeks ago.

• CERTIFICADO DIGITAL - BRASIL

  Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?

• Sharing shreadsheets

  My wife and I each have zoho accounts. If She creates a spreadsheet and shares it with me using my email that is associated with my account, zoho shows a warning that I do not have a zoho account and the only way I can access this file is via the link

• Currency Data Type Issue

  Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because

• Filter Vendors/Suppliers from Campaigns

  We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no

• Error: Unable to save integration in Desk

  Hi, Problem here. When I try to integrate Zoho CRM with Zoho Desk, I get an error when saving: Unable to save integration in Desk. See print screen below. I'm selecting the right accounts and fields, so not sure what's going wrong.

• Zoho one web page are not available

  Why I am not able to enter to zoho one web page?

• Automatic Pick LIst

  The pick should have the feature to send you to the FIFO location and tell you from wich bin you should get the product. Depending on FIFO LIFO or what we choose

• Picker users

  Hi FOr bin location we are starting to use Android app. The users are allowed to chance the asignee, but they are the Asigneed persons. We should have the avility to choose or setup these fields.

• Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

  Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners

• Field Validation and Profile restrictions bypassed using Mass Actions

  We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the

• Undelivered Mail Returned to Sender

  commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva

• How To Change Open Activities View in Canvas?

  Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What

• Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

  Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.

• Multicolumns fields for native forms

  It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.

• Customize Thank You message for native forms

  While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.

• Customize forms validation for native forms

  I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields

• Assign values to hidden fields in native forms

  It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,

• Mass emails - Allow preview of which emails will receive the email based on the criteria

  Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Add picklist in subform lookup

  Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in

• Zoho Books | Product updates | May 2025

  Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances

• Restricting Printing

  Hi Is it possible to stop users printing documents?

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