Tested Zoho One for our company: The Result...I have no idea what app to use when.
Hi, I want to give my first-time user experience of Zoho One. Having set up and configured many apps, systems and automation for our company and other companies over the years I am pretty competent at testing new solutions. This brings me to Zoho One.
How can I view the knowledge base as an agent?
Hello, i created some categories for our agent and list some help articles, but how i view this articles as agent? When agent log in, will be forwarded to admin panel. thank you
Collaborating with temporary freelancers and clients
L.S. I have several businesses but no personnel. Sometimes I collaborate with others on certain projects for clients. Would it be possible to grand temporary permissions/access to certain modules within ZOHO-One (like Projects, Documents) to these collaborators and clients? Do they need (paid) ZOHO accounts? Would I need to pay extra for this?
Why does Zoho not cross-populate features between it's various products?
Hello. As a new user to Zoho CRM, I can appreciate that I might not 'get' everything yet as I explore the many features within the CRM. However, with that said, I am continually astounded (and concerned) by the (apparent) lack of continuity of features between the Zoho family of products. For example, today I decided to enter our Holiday Schedule into our business calendar for our holidays here in the US. I Google'd this to see if I could find some helpful hints and discovered a very thorough fact
Group Email to Create Ticket
We have several people providing support,and we are all currently part of an email group (Support@mycompany.com). This keeps us all in the loop on current issues, which allows us to pick up where another leaves off. Is there a way for Zoho desk to use this group email to create tickets? Currently our Desk App shows our emails are not working because forwarding is not enabled. But Forwarding is not available for group emails. What can we do in this scenario? Thanks for any assistance.
How to disable a client in Zoho People
I have obviously missed some crucial aspect, but I am trying to set up my Zoho People app such that all those clients who we no longer do work for are not listed in the "Client' dropdown when posting timesheets as the list is long and it is completely
Does a Portal User's actions trigger Workflows?
By The Grace of G-D. Hi, How are you? If a Portal user updates a field, Does it trigger the workflows like regular CRM Users? Best Regards, Yossi
Unlimited Subforms
Like really why can't Zoho develop the ability to add unlimited subforms it would really improve the user's experience, the problem that we are is that we have quote, now when inserting the products we would like to filter them by categories or sections
Switch to yearly
L.S. I thought of switching my Zoho-One subscription back to yearly, since it is now Aug 1st, however I have already until Aug 20th - how can we arrange this? Boom
How do I set the project status in Zoho People as Complete
If I view the project dashboard in Zoho People, I see that the project has a status of "In progress" even though all the jobs under this project are set as 'Complete". How do I set the project as also being complete. Thanking you Greg
Convert Employee profile to user and Reverse
With zoho one plan, while creating user email id will sync from zoho mail , zoho people and zoho payroll, when department email id is generated and employee leave organization & Switching employee profile user to zoho one user it is not allowing since
Generate vCard QR Code using Zoho
Hello, is there a way to generate a vCard QR Code for a user in the organization and one containing company data? Thank you
How do you handle if when a customer is bought by another Company? Do you rename the account to the new name? Or do you create a new account?
At times I've felt like renaming the account, its easier, but something tells me that I should create a new account and move any contacts from the old to the new one. old Sales Orders should remain with the old account and the new account should start
Links being changed once I save
Hi - When I am trying to link to my facebook page, Zoho is removing the first / causing the link to not work What I am typing: https://www.facebook.com/groups/geologicalgeorgesales Once saved, Commerce changes it to: https://www.facebook.comgroups/geologicalgeorgesales
Proof of Delivery Problem
Hi, My company does surveillance system projects. Once we receive an order confirmation from the client, we create a sales order in Zoho Books. Though we collect partial payments using retainer invoices, we convert the sales order to invoice only at the
Difficult to Purchase More users
It's surprisingly difficult and un-intuitive to purchase more user licenses in Zoho One under the new UI. It's not actually possible to do it anywhere from the admin interface. You have to leave the admin/directory section, then click your profile icon,
Mega Menues
Sorry Zoho, I know you keep stating that a "mega-menu" is not on the road-map for Zoho-Sites, but this is 2022 and Zoho-Sites is supposed to be dedicated toward building functional (preferably professional) websites - and websites only! And yet it misses
Modified_Time In Subform Rows
By The Grace of G-D. Hi, How are you? Right now, There is no Trigger for subform row edits and there is no way to trigger a workflow and a custom function only on subform edit. The only way is to run the workflow whenever the Record (that contains the
Switching back to the old version of Zoho One
Can you switch back to the old version/interface after you have clicked on the button 'Nieuwe versie proberen'?
Zoho Concurrency API Limitation
Hello Everyone, I can see where the confusion is here. Please let me explain how the API Concurrency limitation actually works (Read it, you will not regret it ) As all of you know, the concurrency API Limitation documentation provided says that there
Wartungsarbeiten in EU-Rechenzentrum?
Wir haben extreme Zugriffsverzögerung in der Arbeit mit Zoho One. Gibt es irgendwelche Wartungsarbeiten oder dergleichen? Insbesondere wen man wieder in die Einstellung springen muss.
Access to apps
I have had a free account for the Books, CRM, Assist, and Meetings apps. Today I purchase Zoho One using the same email address I had on my free accounts. Now when I look at Zoho One I see everything transfered over just fine except my Books app. It
Maintenance Agreements?
Does anyone know how to set up a maintenance agreement? We sell and support high end line printers and sell annual maintenance agreements along with each printer based on serial numbers. Some of our customers have 100's of these printers.
Removing terminated user from projects/jobs
Hi, is there a faster way to remove terminated employee from project/jobs in Zoho People? I am able to map projects and assign a new user to jobs easily but I need to open individual projects and each job to delete a terminated user. Is there a way to
Doubt about registered customers
Hi, We are looking at Zoho Commerce, we need the products to only show when the customer is logged in and we need the customers to not be able to see all the products, only the products associated with them. Thanks
Zoho One Apps - einheitliche Oberfläche, Design, Schriftart, Schriftgröße
ONE sollte one sein, also alle Zoho one Apps eine einheitliche Oberfläche, Design, Schriftart, Schriftgröße intern sowie extern. Das sollte ein Manager vorgeben und alle Zoho-Teams müssten sich daran orientieren. In CRM sieht die Oberfläche anders aus
Send file from WordPress form to Zoho CRM
Hi, I'm having an issue sending files to Zoho CRM when a user submits form data on my WordPress site. I'm currently using WP Fusion on my WordPress site. When a user submits form data on the frontend, WP Fusion updates the Zoho CRM record successfully
setup Team Inbox
Dear support, How can I create a personal Inbox? And I need help to setup the team Inboxes. Is there a chat function or a email support where I can send questions?
Forum posts intended for Zoho Commerce ending up in Zoho One ... why?
I have now on two occasions attempted to post something to the Zoho Commerce forum (because it about something that relates to Commerce), but despite initially appearing in the Zoho Commerce section for a brief time, both times it has then automatically
Implementing Multiple Commission Plans
I am looking at implementing two different comp plans in to my Zoho One , both are very different plans, and one includes volume/time based accelerators. Anyone experienced in doing this? Any problems?
Meeting room Booking
I want to book meeting rooms from Zoho Calendar. The meeting room is managed by a thirdparty application which has API's available Work flow required as follows : User Open Zoho Calnder Select the Meeting Room from new booking Select the meeting room
Coupon für Kunde -> Kunde nicht sichtbar
Wenn man einen Coupon für einen Kunden speichert, danach den Coupon wieder bearbeitet, sieht man nicht mehr den Kunden!! Zumal ich angenommen hättet, dass man am Kunden den Coupon sehen könnte.
Search for nested value
Please refer to the following: It is part of the Object received when I get a record from the "Contacts"-module. "Modified_By": { "name": "Admin", "id": "5197XXXXXXX0353001", "email": "testmail@email.com" } My question is: How can I do a DELUGE search
How to collapse threads in emails
How can I get the thread of previous to quit showing beneath every email. Currently emails display Email C (Open) Email B Email A Email B (Collapsed) Email A (Collapsed) I would like to remove the indented Email B and Email A below
Associate Creator with Zoho One
How to associate Creator with Zoho One You can add Creator to Zoho One in one of two ways. Case 1: Sign up for Creator, then associate with Zoho One Creator consists of three applications: Application Creator, BI & Analytics, and Integration Flow. When
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
Need Ability to Filter and Sort Skills (and other items)
So many sections of Zoho People have records and information in what appears to be random order. I suspect it ends up being creation or edit date The specific example that triggered this is trying to update Skill Sets, both the master list and each employee's
Zoho-Sites templates have limited menus
Zoho-Sites templates seem to have a 5 item limit to their menus - and the 5th menu item is "More" (listing all the pages in a drop-down sub-menu it couldn't put into the menu). I understand that 5 menu items looks nice and clean, but I need more menu
How can I update user rate per hour in project form by deluge?
I want to create workflow when record created in a project form run custom function which update user rate per hour in the existing project I write this function but no record updated: data = Map(); data.put("recordid",pID); //pID is a parameter match
What's the point of having the Aftership integration in Zoho Commerce?!
First off, I'd like to start by saying that our journey with Zoho Commerce and the entire process thus far in attempting to implement it as our e-commerce platform has been continuously marred with intense level frustration! A two steps forwards, ten
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