Books : Where to find Sales order from a Project
Hi Zoho Developers, From a Books Project, I have to push data to Creator, through a deluge script. From the Project data, I can't find Sales Orders and Purchase Orders links to that project. Where should I look to get SO and PO linked to the project ?
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
Where can I find the unsubscribed contacts in MA 2.0?
I'm using MA 2.0, and in my contacts list I see two unsubscribes. But I can't seem to find where I can see who actually unsubscribed. However, I did see in my first email, that I had 2 hard bounces. Does the system automatically unsubscribe when there's
Zoho Commerce with wordpress integration
HI Guys, A newbie here. have our work website setup using a wordpress template that we are happy with. We dont want to create a new website using zoho sites. Is there a way we can integrate zoho commerce with our existing website. Thanks heaps in ad
Can't scroll the page down unless I refresh the page
Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the visible area, to correct that we just have to refresh the page so the scrolling side bar would appear and then everything works normal, it never happens in a list like candidates' view, clients, contacts or interviews it mostly happens when adding
Lookup field that connects contact to client module
Lookup field that connects contact to client module
How to link ACCOUNTS with PRODUCTS?
I have created 8 PRODUCTS and imported all the ACCOUNTS. Now I want to link Accounts with Products with Many to Many relationship. One Account may be linked to more than one product. How do I achieve this? Zoho help support is pathetic and I have already
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
Zoho Admin Access
Hello, We have a concern that we need help with. Previously, we had a single admin access account that was shared among three users. Recently, we decided to grant individual admin access to each user. However, we are worried that some data may not be
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.
Employee Logged Hours Report
Hi Team, We are looking at having all Employees logged hours report, but different staff uses diferent modules to log their time. Is there anywhere that we can get a report that captures every time entered through all Zoho modules? Thank you.
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,
Problem using SAML login for Storefront for first-time customer
I'm working on moving my store into Zoho Commerce, and have a SAML integration to my website already setup. I am running into a problem where the storefront won't allow a user to log in if they aren't already registered as a user in Zoho Commerce. So
Is WorkDrive included in Zoho-One?
Is WorkDrive included in the Zoho-One suite? I am also asking because I see a new button in my Zoho-Mail - see image:
What happens when I downgrade?
I have a Zoho One subscription which I really like but am having money troubles and can't afford it. The one thing I don't like about Zoho is the online resources! I find it impossible to find answers to anything. My question is what happens when I downgrade
Blacklisted Using MA
Hi! Here is a setup that keep getting us blacklisted on Spamhaus CSS. I have a question on how to solve this so that we don't get blacklisted all the time. Our website is with a supplier (third-party vendor). The page is on a Plesk webserver. This hosted
How to create client portal
Hello guys. Is there a way to create similar client portal with some zoho one tool(s)? I've been trying to create something similar with zoho creator, but I didn't find a way to add chat there so far. Any ideas?
Solutions within Zoho / Zoho One for shared mailboxes
Hi there, Our organisation is a Zoho One subscriber and we are looking to migrate emails across from Google Workspace to Zoho. We have a handful of user email addresses to migrate, and also one shared reception mailbox which is used by multiple staff
Mass update
I want to make an update to everyone who opened a certain email. This is the screen I get after selecting a field and a value to update. Number of contacts selected = 0 what am I missing? Thanks
Only Zoho Mail "Free" plan for Zoho One subscription?
I have an active Zoho One subscription. I expected it comes with Enterprise subscription to Zoho Mail. But when going in Zoho Mail, I only see I am on a free plan. Why is that?
Production Order Tracking
We are looking for a solution that once a sales order is written and sent to the production floor it can be tracked through each production stage / process. For example: Sales Order ---> Material Pulled ---> Cut & Processed ---> Bent ---> Finishing / packaged ---> Delivery Something where at each stage it can be marked with a status (complete, in progress, waiting etc..). even better if it would automate a notification (email) to our customer to let them know where its at in the process. Perhaps
Adding more addresses in Accounts
Hi, I am not an API developer but involved in setting up Zoho CRM. I am trying to allow customers to add more than 2 addresses "Home & Work", whichever the client wants to add such as "Friend address or Parents' address...etc" those are optional, something
Blog post content search field
Hello We have countless posts on the blog and we often need to search the (posts) Topics by subject (Titles) and/or keywords. Just the category is not enough..we urgently need research fields on the blog! See attached image
Adding Accountant to Books via Zoho One
I am on Zoho One and cannot add an accountant to Books. Can you please advise?
Struggling to find the right flow for sending an invoice with a link to pay
With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact with
Please improve Zoho Mail with an external server
The process to configure Zoho Mail with a 3rd party email server is very bad. So, my company has its own email server and changing it to Zoho is completely out of consideration. But we want to use Zoho Mail for its features and integrations, particularly
Sync Notes and Activity to CRM
Hello All, We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working. We've noticed a real pain point of not being able to see
Zoho Survey limits in Zoho One
Zoho Survey lists a limit of 7000 response a month for Zoho One users, but on particular months (March and November) I would need around 11000. Would there be way to pay for overages those 2 months?
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
API based user creation
We have a requirement to create users in zoho one using APIs. I am not able to find any APIs for the same. I saw a similar question asked about 4 years ago with no answers from zoho. Is there such an API? Will reaching out to their support team help?
Using Groups to assign applications to that require specific user reference/variables
When assigning applications such as Expense or People using the Groups feature, is there any way to accommodate situations where an Employee ID or other user-specific information is required? In our case, for assigning Expense we need a matching employee
Can I restrict one of our accounts from accessing to some Zoho apps?
Hey! Can I restrict one of our accounts from accessing to some Zoho apps? I need the one account to only see the Zoho Books app. Only Zoho Books and nothing else. I have access to the admin account Thanks for your help. Have a nice day.
How do you handle unsubscribes in CRM and MarketingHub
We're relatively new to Zoho and I'm trying to determine the best route when it comes to Contacts/Leads who unsubscribe. I was told about the unsubscribe form for the CRM but the Zoho representative wasn't sure about what that would do in MarketingHub, if anything. I would like to keep track of all Leads/Contacts, even if they unsubscribe, to keep from re-adding them in the future and sending them mail again by accident. Anyone aware of a place where such Leads/Contacts can be stored to avoid sending
Upgrade Zoho CRM free to Zoho One
Hello, If we start adding and using Zoho free apps, like Zoho CRM and Zoho Desk, will I be able to upgrade to Zoho One (paid) without losing any data? The uprade is a simple click? (though I don't have "Zoho One" as upgrade option in my account) Or do
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,
Can I automatically create folders upon Zoho Deal Creation?
Our company is very creative centric and we need creative customer folders created for each deal created in the zoho crm. Is it possible to automtically created a folder with the deal name inside of workdrive when a deal is created?
Nouvelle version V2.7.1
Depuis la nouvelle version j'ai un problème à imprimer à distance.
What's the difference between Directory Departments and People Departments and how they integrate in Cliq?
In the Remote Work section of Cliq, you can filter Cliq users by Department. However, none of the Departments I have created in Directory show up here. Instead, it's only the Departments from People. Should the Departments in People be in sync with the
What SME products does Zoho offer, and how can I access more detailed information about them?
Would like to attend the webinar to learn more about the products Zoho One: Zoho CRM: Zoho Books: Zoho Projects: Zoho Desk: Zoho Analytics: Zoho Campaigns: Zoho Creator:
delete inactive users
Hi, can you delete all 14 inactive users in the data base? thanks sixtine
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