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
Password Reset email doesn't go from our domain from Address
Hi Support, We have activation and deactivation emails available for the Help Center and have the DKIM rules set up so that ZohoDesk can send emails with legitimate "send from your registered domain" email addresses. The reset password request is sent
Can I create a contest for non-users?
Is there a way for me to run a contest for non-users?
Can Zoho CRM/Projects be setup to coordinate Real Estate transactions?
As the owner of a real estate transaction coordination company, I am interested in utilizing Zoho to streamline my business operations. My goal is to consolidate various tasks and automate the management of contract milestones. This will help me to better
Zoho One Premium Support
Can someone at Zoho tell me why you are charging thousands of dollars for premium support and cannot be bothered to answer ANY support emails?
How do i pay for my zoho one account
How to pay for my zoho one account?
Enterprise Support
We signed up a few days ago. Is someone going to reach out form our support team? how are we supposed to onow who is assigned to us
Share knowledge base with external people with protection
Hello there, I would like to map the following in Zoho. We have some help resources and would like to make them available to external people. However, these external people should not need an individual account or have to enter a password manually. The
Insert variable not showing on 'To' field
Hello, I want to create email triggers to be sent out to respondents of our survey as soon as they complete it. I also want a variety of email triggers to go out depending on the answers the respondents submit. We do not however have an 'Insert Variable'
Receiving an error when trying to duplicate a dataset
Receiving this error message "Duplicate dataset has failed. The data connection Zoho Analytics which is the data source of this dataset is no longer shared with you." When resharing access, it says I already have access. So why am I getting this error
Big Latency on my flow
Hello, I made a flow on zoho flow started with a webhook. every time i receive a call, i sent data to my webhook on zoho flow. but some times, it receive the data from webhook but it takes like 2 minutes and more to go forward the following of the flow
SMS Campaign add optout link in Zoho Mkt Automation
Hello How to add a optout link in SMS campaign in Zoho Marketion automation like in Zoho campaign ? regards
Logo disappeared from our quotes
Hi I have uploaded our company logo and inserted the field ${companyLogo} into the Quote template. When I preview or export to PDF the image does not show, only a blank spacer where the image should be. this was there and has been working for 2 years
Zoho Campaigns with 100,000 Contact and top up for each 100K to 500K
Hello everyone - I'm asking if i subscribed at Zoho Campaigns with 100k contact then i need to add another 100k what will be the cost ? - What if i subscribed at the 500K contact from day one what is cost of adding contacts above 500K ? - If i subscribed
Applying certain templates base on customer.
Hello everyone, So I know we can set default templates in the customer like this: So the issue we are facing right now is the following. We made templates for all communication since we are dealing with French and English customer. So if I make a sales
How many stores are included with Zoho One plan?
I was hoping to be able to have more than 1 stores as specialty sites instead of putting it all on one, how many stores are included in zoho one plan? I saw this thread, but that doesn't really specify if they are included, only that they can be created
White Label option
Is Zoho thinking of developing a white label product? If not, would you guys consider this option?
Zoho CRM and MA2.0 - How is the new sync working and what is best practice?
Hello, can someone please clarify how the sync is working. As I understand it: All Leads in a module are synced to MA, Changes in CRM are instantly synced to MA Changes in MA must be pushed to CRM Lead-Score, OptOut and Lead-Stage are pushed automatically,
Zoho PSA
Zoho does not have a good way of handling complex billing for professional service firms like engineering, IT or legal. The PSA functions I outline would also be useful in Service Desk Plus MSP. The settings in books, desk and projects all do some form
Zoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. Button
CRM & Recruit
Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho Recruit
Converting Leads to Contacts
Hello, Anytime we convert a lead to contact, it auto changes the contact owner to the CEO's name even if it is assigned originally to the correct lead owner. Even with our lead and contact assignment rules it still changes it back. Is there any insight
Lazy loading images
Hello team, I've noticed that Zoho sites has the capability to lazy load images. Can someone please instruct me on how to select this? Thanks L
Trigger Workflows on User module actions
How can I trigger a workflow upon the new user creation? For Example, I might want to run an API query to obtain an information about the user from the other system, and then save one of the response parameters in the custom field of the user. What would be the best way to go about it?
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