SPF for Zoho One Apps
Hi we have zoho one and over the years we kept adding zoho to the spf record, but i'm unsure if we have to add all of them, he have eu.zcsend.net, zohocrm.eu, public.zohoforms.eu, eu-sender.zohobooks.com, one.zoho.eu, transmail eu, etc... Do we need to
Include a re-submit button for unsuccessful subscription payments.
Our subscription is paid by a credit card that pays for lots of things and occasionally will become overdrawn, commonly whilst waiting for deposited funds to clear, resulting in an unsuccessful payment. This is more prevalent when we are short-staffed
CommandCenter Troubleshooting
Hey there, My team and I need help troubleshooting our CommandCenter journey. Let me walk you through it: My team and I have created a pipeline follow up journey in CommandCenter. Specifically, we created a 'Quote Sent- Follow Up' campaign. This journey
Mac OS Sonoma - Adding Web Apps in your Dock
I'm testing Mac OS Sonoma before deployment across our organisation and found one of the most useful new features may have a significant bug - Web Apps on Dock The new OS allows you to convert a webpage e.g. YouTube to an app like render once added to
Unified task structure
If Zoho truly wants to make Zoho a business operating system, it is critical that they adopt a single task structure across all of their apps. While I appreciate you can have a unified view of apps, that is very different from being able to create a task
Invite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which contain
Resync Accounts and Contacts on Finance Suite integration
Greetings everyone! I found myself in the next situation: My customers list is already uploaded on Inventory and their subtype may vary between Individual and Bussiness. When Finance Suite integration was enabled with Zoho CRM there was the following
Multiple organizations under Zoho One
Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other
Reduce number of users
My current Zoho One subscription has 4 users. Upon my next renewal, I only want to renew for 2 people. Please explain how I do that. Thank you.
Zoho License packages
I need a package for Zoho One that better fits our requirments and its cost-wise. Currently I have 16 licences but I need to have 5 more without the cost rising to the roof. Please provide us with further information with the subject.
Site Builder not loading via shared Link
Hi there you lovely people! :) I can use the Site Builder from my Account, everythings fine, loading perfectly. But the Site Builder is completely blank, when I open it via shared links. The login window showes up, I logg in, but afterwards there is just
Can you not track opens for emails sent directly on Microsoft Outlook?
Hi everyone, Am I right in reading that it is not possible to get all the same tracking capability for emails sent from Outlook with the IMAP integration? I can see the email sent under the account but not whether someone has opened it. Are there any
Domain not authenticating
We have verified all the settings are correct with mx toolbox but still cannot get your authenticator to see DKIM key.
Remove unwanted messages from ticket
Hi when I submit a ticket it comes with other info as well. Is there any way to remove it?
Dynamic Attachments
In Marketing Automation journeys, when creating an email, you can add "dynamic content" - in other words, you can add specific paragraphs, images, buttons, etc. One thing that isn't available is the ability to add "dynamic attachments" - a different attachment
Designation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
Unified what's new section
Personally, as a consultant for some clients who use Zoho One, I find the way I receive information about updates for individual Zoho applications to be quite convoluted. In some cases, the link is within the application, while other times I need to do
Franchise Like Structure
We are building a company that certifies consultants in a form of community based Impact Economics. We currently use Zoho (at the holding company level) and would like for each certified consultant to also use ZOHO One to run their businesses. Each consultant will be running their own private company, however, we would like to use the following applications across the entire platform of businesses. Connect Cliq Meeting People Showtime Is there a way to set it up so that each certified consultant
Zoho Support
Is it just me or is Zoho Support the most frustrating support you have ever dealt with? It takes an ungodly amount of time to explain back and forth over email to them, when you call the support line the people you speak cannot give you an answer all
Zoho desk tickets set owner to unassigned
Hello, we are using Zoho Desk and we have a dispatch personnel who is entering the majority of our tickets. I would like our dispatch agent to be able to create a ticket and have the ticket owner default to unassigned. I doesn't make much sense in our
This side menu is just Awful!
Why should an employee have this side menu displayed in the side menu? It does not make sense at all! IT confuses them and displays information that is completely irrelevant.
Contact score in Zoho Analytics
Hi there, I am trying to build a dashboard in Zoho Analytics that brings together data from different platforms we use. One of those platforms is Zoho Campaigns. I've set up the data import using the built in options but when the Contacts, and other tables,
Can't open desk from Zoho one left menu
Desk won't open from the left menu, I also tried open in a new tab. Desk does open as an individual module like the old singles app.
App menu (left side) sorting
I've noticed something new about the applications menu on the left side of the screen. It used to be that I could drag and drop a pinned app to reorder the items and it would stay that way between screen refreshes. However, not long ago that capability
Why is Zoho Support so bad these days?
We're loyal Zoho One customers but wow the support is beyond horrible. 1. All support tickets turn into extremely long and wacky back and forth exchanges that cover days to weeks...Even for extremely minor requests. 2. The language barrier is INSANE.
New sync CRM- Campaigns
Hi all, What's the exact deadline to migrate to the new immediate sync system CRM- Campaigns? We're still using the old daily model and it's working fine so far, with no prompts or notifications to migrate. Thanks!
Support to add profile picture using a web url
Hi, Currently, Zoho Recruit only supports adding profile pictures for applicants by uploading one from a computer. However, this requires downloading one and uploading it. So having an ability to paste a web link of image e.g. from Linkedin profile of
Streamline Feature Request Voting
Can you please make feature requests more transparent across platforms? Zoho books has a separate forum that I could find (by googling, not in the community page!). But the other applications do not. I know we can add ideas through this format, but we
Custom Module
I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the
Assessments - Making them Interactive
Hi, We have a lot of roles where we want the same assessment but need to tweak the question, for example asking how far someone lives from the Posting City etc. Is there a way to use Merge Fields in the Assessment Question? e.g - Please outline how you
How to convert external user to internal user
Hi, we have serval users are under external user. Now we would like to convert them to internal, however, whenever I click convert org in zoho one and click the URL. Error msg says the user is in another organization. May I ask how can I transfer an external
What Zoho Commerce plan is included with a Zoho One license?
I am currently a Zoho One subscriber and what to know what is included. Here are my plans. * Zoho Commerce * Zoho Inventory - Serialized inventory * Zoho CRM - Vendor and Consumer * Zoho Books * Zoho Social Do I have any limitations or extra costs? Sincerely,
Tracking Time Employees use Zoho
This seems like a basic feature. Will it be implemented?
Mass delete or update / Data administration
Hi, We synchronise campaigns with bigin and zoho recruit. We collect information after email campaigns (false email, outdated ...) How can we mass update bigin and zoho recruit, especially mass delete contact records (bigin) or candidate records (zoho
Add the ability to sort by "Last Login" in Zoho One > Directory > Users
Add the ability to sort by "Last Login" in Zoho One > Directory > Users It helps review user lists by seeing when they last logged in.
Blocking IP Addresses from Website
Hi I want to be able to block IP addresses/domains from visiting our website that we have on Zoho Sites, is there a way to do this? Thanks Bill
Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo
Can Zoho Desk Integrate with Softr
Good morning, I currently have a platform, which is a combination of Airtable and Softr that I am using which is for clients to endorse their candidates for background investigation. Also, if they have any issues with their candidates because no reports
Hide column based on cell value or form value
Spreadsheet question: I would like to hide column K when a certain value is entered in column D. How do I do that? Can a response on a form also automatically hide a column in a spreadsheet? I'm trying to help people narrow down choices (column of data)
Specify Goal Weightage percentages inside KRA
Hi Is there a way to specify goal weightage percentages within a KRA? As far as I can see, goals can be mapped to KRAs but I am unable to specify weightage percentage for that goal within the KRA. On the help module, it shows goal percentages within a
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