Zoho One Comunidad

• I need to send email by Zoho Campaign to users when new subscription is created in Zoho subscription

  Hi I want to make onboarding series for new clients in Zoho Subscriptions. I see there is no integration between Zoho Subscription and Zoho Campaigns What did I try: - Zoho Flow between Subscriptions and Campaigns Add workflow (When a new subscription

• Creator API criteria lookup field

  Im trying to filter by lookup field in criteria: criteria = 'r2l_r_id.display_value=='+ rID; routeToLocation = zoho.creator.getRecords("company","module","module_report",criteria,1,200,"crm2creator"); {"code":3330,"message":"Invalid criteria specified

• sales return

  how to sales return entry raise

• Default font and size

  Hi, I'd like to change the default (normal) font and size when I create articles. How is this done and secondly how do I find out what the current default font and size is for (normal) text.

• How i can synchronize users zoho with keycloak

  I added SSO through keycloak. But I want to automatically sync users in Zoho with users in keycloak. For the reason that we now have 20+ people, and manually adding them to keycloak is inconvenient. For this reason, I want to somehow Transfer users from

• Relationships between portals and relationship between apps

  I'm working my way into the Zoho One suite of apps and I have a two-part question about the relationships between the various portals and apps in the suite. 1. Relationship between portals: I've noticed that some of the apps have a portal functionality. However, the portal created in each one seems to be separate from each of the other ones. I can create a portal in Zoho CRM and in Zoho Invoice and in Zoho Subscriptions. They each have a different URL - respectively the URLs are: https://crm.zoho.eu/portal/mybrand/crm/login.sas

• error occurred when i try to do any thing

  i am just subscribe to zoho one , no function work successfully i got error occurred when i try to do any thing and always direct me ti crm or another app as i am in trail version , i was deleted all organizations i was test it before buying

• Can't add user to child department in Zoho People

  I have entered our organization department structure, which includes Parent/Child departments, in Zoho People. When attempting to assign Users to a Department the only options are Parent Departments. The Child Departments do not populate as available

• Zoho One Subscription Details

  Hello Team, I have a question regarding a scenario I'd like some clarification on. Let's consider Company A, which currently has 50 employees using the Zoho One Package, priced at $45 per license, resulting in a total cost of $2250. Now, Company A wishes

• need assistance in setting up Zoho One from Zoho Books

  need assistance in setting up Zoho One from Zoho Books

• Zoho Sheet vs Zoho Analytics for creating customized monthly financial reports as templates not included with ZBooks?

  Trying to make a decision as to which app - Zoho Sheet vs Zoho Analytics is easier to use and would get the job done when trying to create some extended customized monthly financial reports with analytics for small businesses?

• Downgrade der in Zoho One enthaltenen Backstage Lizenz

  Wir erleben gerade ein großes Ärgernis. Seit längeren diskutieren wir mit Zoho, warum man in der Zoho One / Backstage Lizenz keine bezahlbaren Events einstellen kann. Ja, ein einmaliges Events mit der einen Lizenz ist möglich. Wir haben mehrere kleine

• Throttling Error 400

  Hey, I have to submit thousands of records to Zoho Project using API. But call to create task dependency API causing URL_ROLLING_THROTTLES_LIMIT_EXCEEDED  error. Please check the attachment showing the response i got from server. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes". It is stated on zoho projects api help page but i am having throttling error showing message "Cannot

• Devis avec PHOTOS

  Bonjour à tous, Peut on réaliser un devis en incluant la photo des articles , en utilisant CRM, ou Books, ou Inventory ? Merci pour vos réponses Bonne journée Alain

• New Layout Problem

  Hey guys,  I am experiencing an issue when trying to create a New Layout. I receive a message saying "Sorry, but you can not create a new layout as you have aleready reached the maximum limit of 3 layouts per module."  I have not been able to find a solution to this anywhere. 

• How to see Zoho Campaigns mailing list subscription status for contacts in CRM?

  Is there a way to see Zoho Campaigns mailing list subscription status in the CRM Contacts list?  I have Zoho Campaigns and CRM syncing so I wonder if I get a quick idea of one's subscription status without switching to Zoho Campaigns and looking for that client there.

• Check the input for Product_Details and try again."

  Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."

• Integration of AWS RDS and Zoho Flow

  Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detected

• Constant refreshes

  Is it just me or do all Zoho apps suffer from not dynamically updating. Across nearly all the apps, I find myself constantly questioning whether whatever item I've just added actually saved because it doesn't dynamically display and so I have to refresh

• Efficient User Setup Across ZoHo One Apps (Deluge script?)

  Hi - I would like to find out about options for setting up a new user in ZoHo One more efficiently. We use a large range of apps in the ZoHo One suite. At this time, a staff member will sit and manually configure the new user profile one application at

• Zoho Projects - how to personalise the client invitation email with my branding?

  Its really confusing and terrible, every time we send a client an invitation for the Zoho Project, its all about ZOho. there is no personalized branding. Every time, I send up with a confused client. Who has no idea why he needs to sign up on this Zoho system.  How can we personalize these invites?

• Sign in / Sign Up

  Hello! I want to create custom sign in / sign up form How can I make it? Which zoho desk api requests should I use? How can I make forgot password?

• CRITICAL [ ! ] Zoho apps do not load / not usable EU

  Hello, we experience massive limitations in terms of accessibility (load times) when Zoho apps are opened. The load times are so long that it is not possible to use the apps. These limitations apply to all apps. I am asking for urgent assistance. Thank

• deferred expenses

  is there any option to manage deferred expenses in zoho books

• Zoho One - Plan Limits and Usage

  At the top of the plan details table it shows a metric of Users as Your Quota vs Used. What's the difference? When I check the Zoho One directory for Active Users it says 50, and each of those user is assigned to at least one app. So how do I identify

• Add additional E-Mail Accounts

  We have just switched to Zoho One. I have now bought 5 licences and added our 5 people. Everyone has an email address. But now we have the case that from time to time external employees go out with two of our pool laptops. Previously, we had configured

• Does "Mark tickets as unread" work only for connected user via API?

  We would like to mark a ticket as unread every time certain conditions apply. We are identifying those conditions through a flow in Zoho Flow, and an action in it which calls the Zoho Desk API Mark as unread. According to the documentation, it marks the

• Paypal upgrade issue

  Hi guys, after recent Paypal upgrade made in Zoho Inventory / Zoho Commerce I have this issue with Paypal. Please see screenshot in attachment. Error is show after click on Paypal button. I just opened a support ticket.

• Code Snippets not publishing in blog posts

  Code Snippets in my blog posts are not publishing. Where the Code Snippet should be I see a message that says "Snippet with be rendered in the published site." even though I'm on the published site. This happened a week ago and I found that if I went

• Zoho LMS

  It would be greate if Zoho offered a LMS product. Learning managemewnt System for managing courses and training. I have heard you are building a training and courses module to Zoho People which sounds really good for training our staff. I would also like to train our customers on how to use our products. Is this on your roadmap ? Thanks Mike

• Different working hours for different consultation

  Hi, I would like to know if there is a possibility to show different working hours for different consultations. For eg Imagine there are two consultations A and B For consultation A the calendar should show slots from morning 9 - 6 (our company's working

• which zoho app works for car rent company

  Dear all, I'm just new in zoho and still exploring the apps. would kindly request your help to advise me on which app(s) work well for a car rent service company? mainly the operation, then I can consider the finance and HR lateron

• Can't verify DKIM and SPF records in bigrock

  I'm not getting emails properly as i've entered DKIM and SPF records in my bigrock. But i can't able to verify the DKIM.

• upcoming events widget only shows one week

  The Zoho One dashboard widget "Upcoming Events" doesn't display any events for the day of. It will only show future events. What gives?

• Data Reports from Zoho Social and CRM interaction, from lead to sales

  Can Zoho ´Social interact with CRM in an way that can generate automated reports about the leads, how long they take to convert into sales ? Also I would like to know it we can set period of times (including previews digital marketing campaigns) not only

• Zoho One Commerce Site

  Our site has been inoperable since at least November 10th. I have made numerous calls to technical support to get an update. EVERY time I call, I am being told the same thing...they are working on it. Give us one or two more days. It has almost been a

• Zoho Books for Online Dropship Business

  Hi,  I have searched and could not find my exact problem.   I am in the USA and running an online dropship business.  Basically I am just listing the products on my website, customer makes the purchase and pays through the checkout process, I get a copy

• bilingual job posting

  Hi, Can somebody help me with this? we need adding a second rich text box into Job opening layout. This is for having a rich text field , one for French job description and a second for english job description. Also, is it possible to remove fixed fields from the text box  Thanks

• How to remove a contact from a workflow after booking a Zoho Bookings meeting?

  Hi, We want to use a Zoho Campaigns workflow to try to move middle of the funnel leads to take the next step and book a meeting with us. We also want to use a Zoho Survey as a way to gather information to qualify them. We sell Business English courses

• Custom Layouts for Meetings

  I would like to add a custom field at Schedule Meeting Layout. I find an article is on Zoho Sprints, but the setting is different on Zoho One. https://help.zoho.com/portal/en/kb/sprints/collaborate-with-your-team/meetings/articles/custom-layouts-for

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• Announcements

• ZO25: The refreshed, more unified, and intelligent OS for business

  Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

• 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,

• Free Training - Explore What’s New in Zoho One 2025

  Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,

• New Update: Convert External Users in Bulk in Zoho One

  Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.

• Domain restriction for User Management actions in Zoho One

  Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization

• Most Discussed Topics

• Fix the speed

  It takes ages to load on every step even though my dataset is quite small.

• Data Processing Basis

  Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

• ZO25: The refreshed, more unified, and intelligent OS for business

  Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

• Is Zoho One Desktop more secure than Zoho One Web SaaS?

  Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.

• Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

  Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:

• Sticky Posts

• 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 areas

• How 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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