Your 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 down
App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
Integrate Zoho Portals
I'm fairly new to the Zoho system (moving from other ATS) and exploring a lot. I can't find a solution to integrate the various Zoho Portals into one (Zoho) site. So I'd like to setup 1 Homepage (in Sites?) and include the support portal from Desk (as
Upgrade and Merge tow licenses in one
Dear Zoho team, We currently hold two separate licenses: Zoho Books under Multisystem Technology, Organization ID is 783298272. Zoho One under Multisystem Technology my ID is 803718303 (I didn't know where is the organization ID) We would like to upgrade
Zoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
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.
The OneAuth Android app cannot be used on a Chromebook Plus, for a strange reason.
I got the following error message (in French, translation follows) -> "Ce navigateur ne prend pas en charge le protocole WebAuthn/FIDO2. Veuillez réessayer avec un navigateur pris en charge." or "This browser does not support the WebAuthn/FIDO2 protocol.
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,
Zoho one vs zoho people licence
Hi In our company we have about 20 licences of zoho one, we need 15 more licences to access only to zoho people. We dont need the new 15 licences to access to whole zoho one package. How can I get those 15 extra licences only for zoho people, in the same
Service Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
Onboard a developer for a Zoho Creator application from Zoho One
Hello, Could someone tell me how to add an external developer to a Zoho Creator application from Zoho One? It's not very clear and I can't find any real explanation on how to proceed. This developer also has a Zoho One account and would like to add one
Zoho One Groups Should Include Teams in Zoho Projects
When adding a new user and assigning it to a group, it would be helpful to have that group include Team assignments in Zoho Projects.
I need custom email accounts
Hey there, I was on the free plan with just 1 domain and custom email address. Because I wanted another custom email address, I paid for a license for mail plan, I was able to add my new domain but right now unable to create my custom email address for
Zoho Learn vs. Trainer Central
Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP
Zoho One is now forcing me to use the Zoho One Dashboard
Whenever we open an application, Zoho One is now forcing us to use the Zoho One dashboard. We find that this takes longer to load a webpage and is slowing down our productivity. Has anyone been able to disable this? If not, can we opt in/out of this
Mail Merge
I am about to give up on Zoho all together. Something as simple as mail merge is making me pull my hair out. I have created 2 templates 2 different ways. One was through Zoho Writer and another.... I don't even know what it was called, but it was a pain
Zoho Campaigns - Update an email when the automation has started
Hi I do not understand why you cannot update an email once the automation has started - if you spot something after the first one has gone then you cannot change it.
can a custom module in crm be linked to desk ticket
i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom module
Tagging Clients by SLA
Hi Guys, I have CSM agents that are handling clients with different SLA, some are on Pilot and some are with Regular SLA, Is there a solution for somehow tagging or showing to the agents who is ON SLA=PILOT thanks
CRM calendar not syncing with Zoho Calendar
The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
Pivot Regenerate button not visible to portal users
we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
Export to Zoho CRM Not Triggering Workflow Rules
Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a Schedule
VERY BAD WEBSITE TOOL IN THE MARKET
Unfortunately, there’s no undoing this problem. It's not something you can fix, but if I don’t write it down here, my anger won't subside. I don’t know what kind of update you made with Zoho Sites, but for the past two weeks, we’ve been constantly struggling
API for Zoho One
Namskaram Zoho One team, Zoho One is the centralized place for managing Zoho application users. When we want to manage users through script like Adding user to an application, Deleting user and so on. There is no API for Zoho One. It will be nice to have API for Zoho one to manage users through script. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Any 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 or
New Zoho One Search Function needs to be changed.
I have been testing out the New Zoho One before having the other folks in my organization switch over. Thus far I have noticed that the search function has been changed so it is no longer always ready for user input. The new Zoho One requires users to
Create a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps
To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for that
Evaluation of workload and complete data transfer
Hello, not all comments on our posts are transferred to Zoho Social and if they are, not all of them are converted into tickets. Basically, it seems that the API between Zoho and Meta is not working smoothly. Even if all comments ended up in Social, we
Company 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 Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
Can import knowledge base articles from .CSV file to Zoho One?
When I exported the articles from the previous provider, it sent only a .CSV file of our CaseFox software articles. So, can I export the articles through .CSV format?
Zoho One vs individual products
I'm looking at a few Zoho products and have a question about them. I like Zoho CRM, Assist, Meeting, and Sign for example. Being that I'm a one-man operation I would only be buying one license for each of these. Zoho CRM Enterprise is 45 a month, Assist is 15.00 a month, Meeting is 10.00 a month and Sign is 24 a month. I see that Zoho One offers enterprise class features but of these four only CRM and Sign have an Enterprise level subscription. If purchased individually all of these would
Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
Link Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
Attendance | Flexible Working Hours
hi there, we are a small digital business working with flexible working hours and we are having a hard time setting up zoho people for attendance tracking. everyone of us has an individual agreement with the company regarding weekly hours (e.g. 40 hours/week,
Zoho Sites - 2.0 Licensing and Zoho One
Hello All, We'd like to test the new features of the new / future Zoho Sites 2.0. It is now in trial. The pb is we don't know what the licensing will be when you have a Zoho One license. If it does not fit our interest, we're not going to invest time
Traoner Central not accessible ...
Any Chance to fix this problem within the next hour ... if not, I have to cancel my session ... thanks for a quick response Ignaz
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 application
CAN'T DELETE ORGANIZATION
Hello, We don't use zoho anymore. We have made all our backups and now we want to close and delete all our accounts. When we want to delete it, we get this error. O124 : Opps! Something went wrong.Try again lat Sincerely regar
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