Desk Web version is very different from Desk Zoho One version
There are a number of options that are different in the Web Version and Zoho One version of Desk In Web Version you only have Search / Notifications / Settings / My Profile But in Zoho One you have Search / Pending Activities / Notifications / Settings
App Menu Behavior
The Zoho App menu (9-square icon in most applications) is currently a pop-up interstitial that needs to be manually closed after an app is selected. That behavior is sub-optimal. As an example, if I am in CRM and use the app menu to open (and go to) Workdrive,
Zoho Recruit Assignment Rule is not working
Hello, I setup several assignment rules for when a new candidate enters the system through the career website. I made rules for if status = new, status = associated or just straightup if owner is the admin it gets assigned to someone else. However whenever
How to display multi-select choices in a advanced formatted resume?
We have several multiple select fields for a Candidate. This works fine in Candidate Editor. Candidate Edit But when I'm trying to add the multiple-select fields in the "Advanced formatted" resume, as I now do with skill set, it's not possible. The reason
Gestione Colonne e spazi
in molte parti di zohoOne non è possibile spostare avanti e indietro le colonne (come in excel) questo è molto poco userfriendly e una cattiva user experience. Vedi tipo su compiti di ZohoMail non è possibile aprire le colonne e molti compiti sono tagliati
How do you add inventory in Zoho One?
Hello. I have a confusion because Zoho One is like the combination of all the different Zoho apps. Same question I have with Inventory, I have it with CRM and Books. Related to inventory, how do I add it? Should I do it through Zoho Inventory or should
Horrible Zoho One Support
Hi, We are Zoho One users in India. Are we the only ones facing such a horrible service support from Zoho? Phone line is always un-answered. Chat discussions seem automated as the executives are not ready to understand our problems and oh god... mail
Zoho CRM creating useless leads on FB ad like
Hi all. I've been running a very simple ad on FB. Pretty basic, done from the actual social rather than from the ads manager. Everybody who likes the actual post gets saved as a lead to zoho crm. We've only got zoho social and woztell connected to our
Time Card Tracking For Employees
Does ZOHO have an add-on or app that my employees can use to clock in & out on a daily basis. In the past we had used a third party solution, but it was hard to use and pricey. We would really like to use your time tracking feature if you have one......if
Detailed time tracking (for productivity/accountability). How to?
Hello everyone! I read an interesting article about accurately tracking your time in 15 mins intervals and after some time analyzing it in order to improve your productivity. I'd like to give this a try myself. I would like to use Zoho apps. (How) could I do this? Thanks for the tips!
SMS for free. Native.
So far, I have explored many ZOHO CRM extensions to send SMS or mini-messages by phone. However, these are paid services. I would like to know if there is a native, free way that comes by default with Zoho CRM or if otherwise it is a paid, third party
Recruit - AI Functionality
Hi Everyone We are very interested to hear from anyone who is using the AI functionality within Zoho Recruit. Any useful ideas, or links to information that might help us plan ahead on how we can optimise AI to improve what we do, efficiency and save
Count of #Submitted to client in the report
Hi, We aren't able to obtain the Number of submissions to client figure in the following report. Despite several calls and mails, Zoho support team couldn't come up with a solution. Any suggestions please?
How can I update more than one product price in one API call?
Hello to everyone, I want to update more than one product price in the same API call. I can do changes for fields of the same product, but I want to change many fields of many products in the same API call, if not I will consume all my calls on a few
Creating a filterable table for a Responsibility assignment matrix
Hello, I'd like to create a filterable table showing who is responsible for a specific task in the organization. I imagine the following columns: - employee name - employee task - substitute (the person who will substitute that person on that task if
How to create Commission-Based Products?
Hi, I am running a marketplace website and I am trying to setup commission-based products, I have : Commission on each sale "with a minimum amount X% but the minimum is $Y" Fixed amount commission on some sales "$X For each" Joining Fees "One time" Monthly
AUTOMATE ZOHO FORM PDF TO ZOHO PROJECT
I am trying to integrate a zoho pdf to a new project template each time a specific project is created. I tried to do the zoho form integration with zoho projects but it says there is no pdf or signatures to be uploaded. I want to have the entire form
Time and date format settings across Zoho apps and automation features
Dear Zoho Corp., it feels for us frustrating to see so many time and date format settings spread all over on each Zoho apps, with each one having its own uniqueness. We understand there could be some application-specific needs to address but we'd like to see the ability to set from Zoho One the default behaviour allowing the admin to set application-specific exceptions. We're also writing to address the issue we're facing with some apps (Zoho Sign, Zoho Forms, Doc Scanner) for which the date is displayed
Unable to sync / edit / use zoho contacts with Mac
hi all, i followed the instructions of adding zoho to the mac's "internet accounts" multiple times now, and although it "worked" i have the following problems: i cannot edit contacts using the "contacts" app on the mac i cannot delete contacts using the
Make a field alias for a Zoho CRM field type
We'd like to make a custom button in zoho crm that would take the user to a zoho form prefilled with the customer information from the record where the button was pushed. I thought that if I created a zoho crm field in forms, mapped the customer info
SalesIQ to Zoho CRM integration "Referrer" field: Distinguis between Google organic search and Adwords
Hi, Is there a way to distinguish between organic search and Adwords inside Zoho CRM for leads synced from Sales IQ? I know that in SalesIQ, it lists organic search as "Google" and Adwords as " Adwords". But IN zOHO CRM, both are listen as "Google.com"
Zoho One Accounts No Longer Eligible for Zoho Desk Sync to Zoho Analytics?
As Zoho One users company wide we've had the sync from Zoho Desk to Zoho Analytics working correctly for quite some time and have not made any changes to the set-up recently. Today the sync began to fail with the explanation " Your Zoho Desk account pricing
Pipeline conversion insights extension
Hi Team! I'm trying to replicate pipeline conversion insights so my rejects will be divided into groups, like rejected after HR, after offer, etc. Not only total amount of rejects. Ive made report in analytics using pivot report and based on activity
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Track support requests by my organisation
Hi, does Zoho allow for Admins of an organisation to have visibility of support request that usera of the organisation open under their account? E.g. recently the admin of one app open a support request and after a few emails, I had to be involved for
App for managing Zoho support requests
Hi, is there an app for zoho support and community forums? I am really missing an app where i could get notifications when an update to my community post or a reply to my support requests is done. Cheers
Zoho Finance Bug: In CRM Dashboards, no Sales Order (finance module) status options show for the Anomaly Detector component
Summary I'm trying to create a Anomaly Detector chart and use the criteria filter for sales orders but no options show for the status criteria. I'm presuming it's a bug but who knows! You can enter in text but what should we enter? Other reporting areas
Zoho projects notifications on created tasks by someone
hello, I have closed all notifications (email and other), i am not follower or owner of one task and i keep recieving updates. I have created the task but i am not following it, neither i can remove me from follower. I am not there! This is very annoying
Unified Task App
Just saw the new unified task interface. Is there a mobile App for this? If not available is one coming soon?
Webhook - Leave Tracker
Hello, I can't seem to find how to receive "First Half" or "Second Half" of allocated leave via a Webhook. I have the following exported: from: 05-Sep-2022 to: 05-Sep-2022 Hours: 0.5 LID: 35779000000349019 But I'm not sure if the user is having the first
URGENT REQUEST ZOHO SALES IQ ROBOT.TXT.. BLOCKING GOOGLE FROM INDEXING OUR SITE.
URGENT REQUEST ZOHO SALES IQ ROBOT.TXT.. BLOCKING GOOGLE FROM INDEXING OUR SITE. Please see the attached file. It is a warning from google that the Sales IQ Widget is blocking GOOGLE FROM indexing our site.. this is a warning that we receive in Google
Not able to access multiple apps
I am unable to add following applications: Books, Expense, Payroll 1) When I tried to add the application "Expense", the following error occurred: "ZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zohoexpense.com for
Error Adding Commerce to Zoho One
We have an account in Commerce. And a One Account, we want to add the Commerce to our Zoho One suite of apps and stop paying a separate fee. When I try to add it, I get the error below, and the create new account repeats the error. Create a New Account
Road Map Software
I wanted to reach out as I had a few questions and also a recommendation for your services. Does Zoho have any plans of adding a software to create a road map for websites? My customers are requesting me to be able to add a road map to my website and It would great to see Zoho offering such product or services. Looking forward to hearing from your product managers soon
Plugin / Extension Architecture for Zoho Apps
Has Zoho ever considered implementing a way for developers to package up custom functions / workflows / fields, etc. into a plugin or extension that users could deploy extremely easily? From a UX standpoint, I'm thinking along the lines of Wordpress plugins
Zoho is selling your information
I just registered a new client in Zoho One in the Philippines with a brand new domain name, email address, etc. Setting them up in Zoho One from the get go. ,A couple of days later I received an unsolicited direct marketing email from Devtac (A partner in the Philippines). Literally nobody has that email address, and it’s never been used for anything except registering for the new account. Zoho provided/sold my client’s info to another partner without my customer’s consent. This is a terrible practice,
How to access Product List Price in Database
I have a large volume of products and am exploring creative ways using custom functions to add them to price books and assign a list prices without having to do it one by one. I can't seem to find where the list price and product-pricebook association
How to automatically add users to a new project
HI all, I have a small team and we generally are all involved with any new project. How can I have my team members automatically added to a newly created project as opposed to having to add each person manually to every new project?
Change organization to global.
Hi, I have an Australian company. When registering in Zoho One, I received an account of the Australian version (one.zoho.com.au). The company works online and all prices and transactions are in USD. At the same time, the AUD currency is indicated in
Deactivate User With Integrations - There's a problem in communicating with Zoho Analytics.
Hello, I am trying to deactivate an integrated user that is currently the owner of the Analytics app but am getting the error "There's a problem in communicating with Zoho Analytics." when clicking on "show details" in Books -> Settings -> Integrations.
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