CRM Module for Managing Customer SaaS licenses
I thought that I read a while back Zoho was working on a module to manage and track software licenses and renewals.. Anyone know if this exists or if there is a way to do it? I wanted to try to use products/inventory but it wasn't really build for S
Build comprehensive customer portal with Creator or Sites?
Hello, We would like to build a comprehensive customer portal and provide the customer with the following listed functionalities collected on one website. The question we ask ourselves is which Zoho product can we use to map our needs? The customer should
Can i use zoho one with zoho workplace?
Hello, i like the dashboard of zoho workplace with mail, connect, calendar, cliq, workdrive. It is very clean and good overview of all sections. But i use zoho one and have not the clean dashboard with all apps. It is possible to use both, zoho workplace
Which Assist plan is included with Zoho One?
Hi, I've just signed up to Zoho One and see that Assist is listed as one of the apps. Which plan or what limitations are included for Zoho One subscribers? Currently when going to try it out its put me on a free trial with all features. Just trying to figure out limitations before using it. Many thanks Rgds Jon
Zoho Backstage and Píxel Facebook
Saludos Equipo de Backstage, ¡Están haciendo un trabajo fantástico! ¿Se puede incluir el píxel de Facebook en un aterrizaje realizado en Zoho Backstage? Normalmente, el píxel se incluye en un aterrizaje alojado directamente en mi sitio web, pero entiendo
How to move a lead to different custom module?
I get three types of leads, relevant, irrelevant and Job. I want to save the irrelevant leads in irrelevant archive and Job leads in Job archives. In the same way, I want to further save the "No Contact Made" leads in other archive, also I want to save
Field Update for User Fields
I have created two user fields. I would like to update these fields based on a third field. The user fields do not show in Actions | Field Updates. Any idea how to make these appear?
Auto populate address of an Account after selecting it in Lookup field?
For example, in the "Quotes" module, when you select an Account it auto-populates the Billing Address into the fields. I want to basically do this same thing but in another module, i.e. I have a lookup for the accounts module. Upon selecting the account, data is subsequently loaded into their appropriate fields. Bonus if I am able to manipulate the format of the data but that isn't important.
Lookup fields auto populate
Forms: List ->has single line Onload filled Requested id, Subform-> dropdown lookup i type ,i name and multi select lookup of suppliinfo Supplier info Sample -> has dropdown lookup suuplier info,Reidsingle line field. samplesubform subform
Email Trigger Signature
i was trying to add a signature to the email that gets sent with survey results after someone takes the survey. But the image does not show up. This is what I see: How can I insert my signature (it's a png image)? Is there a way? Thanks!
Customer Statement of Account
can anyone help is it possible if PDC Cheques are segregated in SOA or showing Payment Mode and Cheque number in SOa.
Forwarding call recordings in Twilio for Zoho
I use Twilio and Zoho Phonebridge for inbound and outbound calling to customers. I use Zoho's built in IVR which works well, but has gaps. The main gap is when I get a voicemail, I need to login to Twilio to get it and that's a time sink. I would like
Unable to create Hour based web traffic report
Hi Team, I am trying to create a report that will display hourly user traffic by date from Google Analytics but I can see only 00:00 hour in my report as I synchronized data from Google Analytics at 12:00 a.m everyday and the date for all data is with
Add record in ZOHO API
I am trying to add a record (contact) to the ZOHO database using their API after submitting an order. This requires an authorization token with a validity of 60 minutes which I can generate with a grant token, but which I can only generate with user interaction
Record Successfully added
I am trying to add bulk records in zoho people using deluge The response i get is "Successfully added" however the records don't actually get populated in the view.
Time Zone Issue
We have had a few issues of late...that maybe unusual, but irritating, operationally. Several customers have booked a session with us to come and visit us, while they were on holiday, so were in another time zone. They get confirmation of the time they
ZOHO SUBSCRIPTION TERMS AND CONDITIONS
How is it possible that there is no option to add the TERMS & CONDITIONS link. This is a website, we collect customer's data and credit cards. There should be an option to add PRIVACY terms. It is not legal to ask for a customer credit card and not to
Migrating data from Contacts to Accounts
I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress,
Using Credits
My client has an $800 credit which expires in October. We recently changed oursubscription from 21 people on CRMPlust to Zoho One and renewed an annual license for 26 people During that switch, my client (super-admin and business owner) spoke with a
Deal that stopped payment
What kind of stage or solution would you come up with when a certain deal stopped paying? our industry sometimes have customers that disappear somewhere in the deal process. Would you mark it as lost?
Showtime & Meeting: functions, use, limitations, users experiences
Hello there, I am about to start teaching a year long online course. In order to promote the course I'd like to do promotional webinars. Once the course has begun I'd like to do Q&A's every week, a few days each time after I have published the lessons.
Campaigns vs. Marketing HUB and the other 80 apps....
Greetings. Why have both of these? Campaigns/Marketing Hub I have spent 6 months developing the MH interface, campaign templates, connecting CRM/Leads, bla bla bla.... and now, when trying to integrate zoho mail - you apparently can't with MH. So all
Las herramientas de Zoho, impresionantes, como siempre. Consulta: ¿Con qué herramienta o aplicación puedo transmitir en vivo un evento digital programado con Zoho Backstage? ¿Con Zoho Meetings, ShowTime u otro? ¿Como funciona esto? (Somos usuarios de
Quotes: Use bill and ship address from account rather than contact.
For quotes, is it possible for the billing and shipping address to use the billing and shipping address from the account rather than the contact? Currently, if a quote is entered without a contact, it uses the billing and shipping address from the account.
Zoho One licensing and employee size variability
All employees need a Zoho One licence. If number of employees changes in the middle of the contract what happens? Are summer students, temp staff etc. counted as employees? Regards, Glenn
Article https://www.zoho.com/fr/one/guides/building-your-website.html de haut niveau intéressant , mais
Bonjour Bonne idée cet article qui permet de voir tout ce qu'il est possible de faire. Enfin presque :) Nous avons une partie récurrent( subscription) mais aussi vente d'article(commerce) et nous sommes en cours de mise en place de landing page avec
Zoho One UI != Zoho CRM Plus UI
I love the new UI you guys have created for CRM Plus, please tell me you guys are going to roll the same kind of update out to One?!
No Calendar App Link
Hello, I noticed that there is no direct link to the calendar page when on the home page or any app page. It would help a lot to get to that page if there was actually an app button.
New mail won't pop up using external IMAP account
I'm having trouble receiving new mail using my external IMAP account: 1. I don't see any settings that allow me to configure the retrieving interval 2. New mail won't show up until I click "Unread" or refresh the webpage. Appreciate your help! :)
Automatic Approvals for Social Media
Is there a way to send a social media post to team members for approval but automatically approve it if the scheduled time on the post is about to elapse?
Connect Prestashop with Zoho CRM
Hello, we need to conect Prestashop Store with Zoho CRM. How we can do that? thank you
Password history and change every 30 days
Hi Zoho Desk team, In zoho one or zoho directory security policy, How far back does zoho remember the passwords and not let user recycle the past passwords?
only selected Item type values must be shown in Item names in subform
Hi Guys, I have created a sub-form with field names - Items (lookupfield) and Item names (lookup field) . Now my Question is If i selected any name in Items Field then whats are the names present under that items name only that items name only it should
Enrich Data Function
Hi Everyone, Hope you are all well in these strange times! I wnated to reach out to see if anyone has got any feedback on the enrich data function. We are only using the free version at the moment but are getting some good results but also a mix. We
Zoho Sign Webhook - Receiving Response Using PHP
I'm creating a script that will receive response from Zoho Sign Webhook. I use the following condition to trigger the Webhook : greenuptown I am able to receive the hit into the Callback URL by saving every response into the database. I'm using a simple
Update ticket Field in zoho desk
I'm a beginner at using Custom Function on the Zoho desk; I'm trying to update a field in the ticket template. I have 2 fields in the ticket template [KM, COST]. The cost should equal 2*KM. For example, if KM = 100, then Cost = 200. I created a workflow
How to import a PDF file as a template in Mail Merge
Hello, I am trying to import a PDF file as a template and it does not permit me to do so. It's a fillable form. I converted it into a .docx file using Zoho Writer and when I tried to import it, the formatting went for a toss. Can one of you please suggest
NPS scores for Candidates, Employees, recruiters, clients, company and vendor in various Zoho products
It will be great if NPS scores can be captured in various modules. It will provide great customer, client, employee, recruiter and customer experiences
A starter issue
Hi, i don't know if i can make this kind of question here, but, i almost start to using Zoho Analitics then i'm struggling on some point to use functions. I'm trying to use an agregate function that not work for some reason: count_if("VENDAS OI"."DATA
Why is my Zoho One trial limited to 100GB storage on WorkDrive?
I'm currently on the Zoho One 30 day trial. My organisation consists of only me. One person. On the pricing page of Zoho One it says the storage limit for up to 10 employees is 5TB per organization. So I should have access to 5TB. But I just set up WorkDrive
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