Agent Limit in Trial account
Hi, Is the limit for agents in the trial account just 3? I am testing something that needs 5 agents, can you help me with this?
Zoho CRM and its Integrations
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
Telephony System with Call Recording applicable for Zoho One to be used with Zoho CRM for Australia
Hi, Just would like to check if there is a suggestion on which Telephony System we can use for Phone Bridge which is found from the Marketplace. We are using Zoho One and this will be used for Zoho CRM where in we would need to have feature to record
Beginner Issues with Validation Functions
Hey Zoho Community, I am new to Deluge, and Zohos functions in general but have a decent understanding of python, java, etc... I am having issues creating a simple validation function. I have tried many google search results and this one even shows some
Recebimento de Email
Boa tarde equipe Zoho mail, por favor necessito de ajuda com minha conta, não consigo enviar email e também não estou recebendo email no zoho, conferir meus registros MX e estão todos instalados, não sei mais o que fazer ,preciso que me ajudem. Obri
create custom button
In my CRM I have created a custom module 'Contracts', I want the ability to convert the Deal module to the Contract module and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number etc etc. Thank you in a
Scoring rules and Case escalation rules in Zoho recruit similar to Zoho CRM
I think it is a great idea to have candidate scoring rules similar to lead scoring rules in CRM. We should be able to assign the score based on Email- opened, received, bounced, Survey- Depending on the rating, campaigns, Twitter, Whatsapp, calls, etc.
SalesIQ submit button not working
Hello, We have salesIQ running between the hours of 9am-5pm. Outside of these hours people should be able to leave a message which gets sent to our enquiries area of the CRM. I've tried to do this in two browsers as a test but when the blue submit button
Support Add-on
Please inform me on the "Support Add-on" option and what is/is not included in this service.
¿Qué significa CORREO DUPLICADO y CORREO IGNORADO. dentro de las sincronizaciones?
Dentro de mis sincronizaciones vienen listas donde se separan el total de los contactos importados, entre ellos viene una lista de contactos duplicados y otra de contactos ignorados. Me gustaria saber a que se refiere cada una de ellas.
Lead Intake Form - what happens with Contacts???
We are developing a lead intake form for use at tradeshow events. Purpose is to collect new lead information and integrate with Zoho CRM. In our CRM the email field is unique in all modules. Our form is integrated with the leads module in CRM. As
Audit Logs in CRM - How to track views on only changes
Is there a way to track how an user is using the crm? Not only actions also the records viewed or searched?
Restrict a Dashboard to the user
When I create a new Dashboard is there a way i can restrict the information viewed to the user's sales information. So they can see there own metrics and nobody elses?
Product Images in Quotes
Hi Ive scanned the help forums and cannit seem to get an answer. We are a zoho one member and have been using zoho apps for years. Recently I thought id try to set up images in quotes. I uploaded some test images to the products module page and then went
Is it possible to add a Dashboard user Filter, which filters all tabs
Hello, I have been trying to implement a user filter on a dashboard with many tabs, which is applying to all tabs at the same time ( so when switching the tabs there is no need to apply each time a filter) Could you tell me if there is such functionality
Building an Internal Facing Appointment Scheduling System
Hi team, I am trying to solve an inefficiency in my business. We have an outbound sales team that cold call prospects and sets appointments with them and our account sales team. I would like to have a system where reps can have a visual appointment r
Phonebridge integration mit Panasonic KX-HTS824 (aka KX-HTS32)
Hi everyone, is there any possibility to connect KX-HTS824 with Zoho One (Zoho CRM)? According to the documentation the KX-HTS824 is based on Asterisk 1.4 I already checked the TENFOLD website (as recommended 5 years ago) but there is no integration
Updating Deal Status via Invoice Paid, using Zoho Flow
Hi All, I would like to design a flow that automatically updates our deal stage in zoho crm, once an invoice has been marked as paid inside zoho books. Has anyone done anything similar and would be able to help?
Booking Product Demos using Zoho
Hello all, my company recently launched a sales development division who are beginning to cold call and schedule product demos for Account Executives. I want these reps to have calendar style scheduling links for each of the full-stack reps and then be
Ken's Grammar Korner
Write business prose in the present, active verb tense.
Unable to add applications and continue trial
I am attempting to trial Zoho One. I can log into my account, click on my apps or admin panel and then I am prompted to add apps. Once the apps are selected, I click continue but nothing ever happens. It just sits there. I can click continue until my
CRM Webform ou Zoho Form pour créer une campagne avec tunnel
Bonjour, A la fin de la landing page, j'ai un doute sur le choix de formulaire : connecté au CRM ou à Campaign depuis zoho form par exemple ? L'objectif est d'envoyer un mail de confirmation pour vérifier l'adresse @ Puis de déclencher un workflow de
Subsciptions: Darstellung der Preise in netto (b2b)
Wie benötigen die Preisansichten in netto (b2B). Es wäre hilfreich, wenn in den Einstellungen ein Schalter für das b2c oder b2b Geschäft vorgesehen wäre, je nach dem werden auch die Preise an der Oberfläche in netto oder brutto angezeigt.
Can Desk Blueprint be controlled by a custom pick-list field?
Can Desk Blueprint be controlled by a custom pick-list field? The Blueprint setup interface certainly suggests this is possible;
Custom Functions And Automation For Smarter Docs And Spreadsheets (Powered by Zoho Writer, Sheet, and Show)
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
Multiple email addresses
Hi, I have 3 different e mail addresses for my business. On my phone the zoho app is great, it lets me move between the 3 accounts with ease but on my office based PC I can only load 1 email account. If I need to get access to another account I've to
Drive Your Team's Remote Productivity (Powered by Zoho WorkDrive)
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next workshop
Automating Repetitive Sales Processes with Blueprint - Powered by Zoho CRM
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Blueprints
Zoho Commerce part of Zoho One ?
Hello, I would like to know if Zoho Commerce will be part of the Zoho One Package? Many thanks for your help, Victor M. da Silva
How can a Zoho form url receive a parameter to pre-fill a value in the form?
How can a Zoho form url receive a parameter to pre-fill a value in the form? I'm guessing that the client-side coding might have something to contribute. Appreciate any guidance. Ken
Unable to delete/remove users from my organization
Hi, I have several users that I would like to remove from my organization, but I do not have the option to do so. I attempted to follow the guide provided on this, but the option does not appear when I check the boxes as instructed as you can see in
Zoho email with links are bouncing back from gmail account
This message is produced: 4.7.0 suspicious due to the nature of the content and/or the links within. 4.7.0 To best protect our users from spam, the message has been blocked. 4.7.0 Please visit 4.7.0 https://support.google.com/mail/answer/188131 for
I'm having trouble creating Trello board in CRM
HI, I have installed Trello in CRM but when I try to create a board, it loos as though it's going to create it and then it doesn't. I have read the guide provided and can't see where I'm going wrong. Am I missing something? can someone advise me? I have
Team members unable to add canned messages
Hi I have just noticed that only the organisation admin is able to add canned messages. Even the org moderator is not able to add to the canned messages. Both the users are team admins so why are they not able to add the canned messages?
Images and ressources in same folder for sites, commerce and landing pages . Download from Workdrive ?
Why doesn't it seem possible to put the images for Sites, Commerce and landing page in the same place in the same directories ? It could also be great to be able to set those folders in Z Workdrive
Can 2 territories within CRM have different/customised modules/fields or do they both use the same account/deal/lead etc. forms?
Hey, I believe I can create territories within CRM to account for the different aspects of our business, my question is can I customise the modules within each territory? An example would be: T1 - Account module will ask for size, weight etc. T2 - Account
Joining Similar data to create summarised view
Hi All, I have two separate data sets I am loading to an application in Zoho Creator. They have alot of the same fields an some different but ultimately I'd like to be able to run reports on the fields that are the same to pull together a summary view.
Migration from Wave
I am trying to transfer my accounts to Zoho books due to your withdrawal of the wave service, I am hitting an issue with importing the data. The wizard has skipped 932 items whilst importing Products and Services, with the error 'duplicate row found
Notebook - viewing tables on mobile devices/ability to annotate and make notes in PDFS uploaded
Hi I've recently started using Zoho Notebooks to see its potential value as a collaborative resource for note taking (meetings, and other material). I really like the UI and the fact that you can access it via a mobile device (through the APP). One of
Zoho One sync to QNAP NAS
Hey Community, we are using Zoho One and for storing Customer Files a 1 year Old QNAP NAS. ( we are a Marketing Agency so it's mostly ai. eps. Raw. PDF Data) Here is our Question: We would like to Access the Files on the NAS over Zoho One (CRM, PROJECTS,
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