Adding a Download field to a form
I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.
Plan change from Zoho One to Zoho Workplace
Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
When will Zoho Support Grammarly in its applications?
I use Grammarly all the time to write emails, content etc. It has become an essential tool to correct my work and help me present a consistent style. However, it doesn't work with many Zoho applications, including Zoho Writer. The Chrome extension does,
Create a ticket on Zoho Desk from the bot
We are trying to create a ticket on Zoho Desk from the bot. We want the chat history and the file attachment to show on the ticket, but we get a null return when we try to pull the information. Please see attached.
Zoho 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 with
Billing Cycle
Hey Zoho team, I've seen my billing like at end of May, but now cannot to find my billing center and my credit card information. Can you send me a link where I can locate it. Thanks, Lola
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
Zoho ONE groups
Hello everyone, I was looking to do some automation with groups inside Zoho ONE. I can't find any way to do the followings. You know when you go to application you can have conditional assignment, I would like something similar for groups or at least
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?
Getting ZUID with Flow from Zoho One
When using the app action "Fetch User" for Zoho One I can see that it brings back a huge amount of data, however I really want to access the specific value ZUID. This option isn't available in the "Insert Variable" section for Zoho One when trying to
Time log help.
Good day everyone, We plan to use Zoho People to keep track of time for our employees. We ran into issue with the time log form as it’s pretty basics and can’t seem to add any fields to it like you can in most every other module/service in the zoho eco
Product/Quotes with a Setup AND a Recurring (monthly) Fee.
Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product details
Is it possible to add Links to Icons?
I have been working with a landing page that has icons, and I need them to be clickable, but there doesnt seem to be any option for that. Please help.
Sites "Instagram App" not working
The Instagram App in Zoho Sites is not working since a few weeks now - it seems it does not connect to Instagrams API properly anymore. See attached photo -> this is what you get when trying to connect an account. The error states: {"error_type": "OAuthException",
Timesheet report
Is it possible yet to pull a timesheet report for ONE project only?
How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?
Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
Consultants Available?
We are current Zoho One clients. We are considering using Zoho Practice and are running it in beta mode to see how it works. Where do we submit feedback regarding this new application? We were previously running Invoice and Books and went away from it
How do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with Zoho
Zoho Campaigns says No Workflows
Hi, I am trying to connect an Elementor form to Zoho Campaigns via Flow. However I am getting the error in title when setting up the actions of Adding contact to a workflow. I have an active workflow in my campaigns app. Why the workflow is not showing
Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike
Zoho calendar integration with Ubuntu calendar/Evolution
I'm having a hard time integrating/synchronizing my Zoho calendar with Ubuntu. I'm running Ubuntu 18 and Evolution ver, 3.28 any help is apperciatred
Update/import values in multi-lookup field for existing records
Hi guys, I have an issue: I created a custom module and added a multi-lookup for that custom module in the contacts-module. I now have a few csv-files which contain the information of the existing contact (e-mail) and only one value that should be imported
Help center logs in to a different profile
Message I'm getting: " Dimitris Topou..... Inova Hospitality ediktampani@inovahospitality.com Change Password Note:This help center's authentication protocol is independent of the Zoho account you've used to sign in. " Hello, whenever I sign in to help.zoho.com
Is it possible to allow Zoho sign-in using ONLY Google?
Hi there, I'm new to Zoho One and am configuring our security policy. All of my users login to Zoho using their company email address which is provided by Google. We can also successfully login to Zoho by clicking on the Google icon and completing the
Updating a contact record's multiple select field
Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email" (including the quotes) but the flow returns an error requesting a jsondatatype. I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field with Zoho
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.
Centralized Organization Information Management in Zoho One
Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires
Can we share the URL of My zoho Sheets on other websites?
Hello everyone? I have sheets on Zoho and I want to share them on other websites like daraz, homeshopping, gepco duplicate bills, etc. I don't have much knowledge about online sharing question forums? I am a student and have a short survey about online
Custom widgets on Zoho one dashboard
Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects
Automatic Department and Employee Sync Between Zoho One and Zoho People
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
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).
Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is over
Product Tour
Is there a specific tool for creating a product tour guide for my platform within Zoho applications? I need a product tour tool for my platform, and I'm wondering if Zoho offers any tools for this purpose. If so, please share the names.
Zapier Integration on .com.au
As an Australian user, my Zoho One account, including all apps, has been put on the zoho.com.au domain. However, zoho.com.au is not an option when setting up a connection between Zoho and Zapier. Not being able to use Zapier to connect my Zoho apps creates a significant issue with a number of parts of my business. Significant enough that I may need to find other solutions if it is not resolved. I have communicated with Zapier, who advise Zoho own the integration and that it is up to Zoho to develop
Need help understanding blocked email
For the second time in about six months, one of my users Zoho One email addresses has been blocked in CRM. Each time, an email request to remove the block, sent from the blocked email address to Zoho One support, has resolved the situation. She exists
Error facing while adding Commerce to Zoho One
Hi I'm in Zoho One free trial and I am trying to add Commerce to my Zoho One account and while adding it I am getting pop-up on my screen with a message of Error Occured! Can somebody help me solve this issue with immediate effect as I am supposed to
Leadchain
I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?
Using buttons in Client Portal?
Hello, I have a client portal, and I would like to have a button so they can access to a form with the prepopulated answers in Zoho Forms. The process I want to achieve is as follows: Client log in into the portal He has the list of the potentials He
Next Page