1 Parent 2 Brands - Zoho One
I am going crazy trying to find an answer to my question. Can I have 1 parent company and manage 2 brands under the one Zoho One subscription? I have contacted Zoho Customer Support numerous times, each time a different answer, googled far and wide and
List of followed tickets
Hi, Just wondering, is there a way to get a list/report of all the tickets you are following on Zoho Desk?
Can I send email in zoho campaign choosing contacts from one brand among three brands that I have?
In my company, we have 3 brands. We have set up brand custom fields in sale orders already. But we want to send different email (zoho campaign for email marketing) to each brands' customers. For example, we want to send Birthday Wish to my customers
Não estou recebendo email
Prezado (a), boa tarde! Estou com problema no meu e-mail, consigo enviar e-mails normalmente, mas, não estou recebendo nada, nem resposta de email já enviado. Conseguem me ajudar? Obrigado.
how To add tds in invoice as per new rule SEC194Q
how To add tds in invoice as per new rule SEC194Q
Problem Outgoing Mail Blocked
Good day! I have the same problem: Reason: 554 5.1.8 Outgoing email blocked. I am sorry if I made a mistake, I have reviewed the policies and I am more aware of the proper handling of the platform. Please, can you help me by enabling me to send emails
Build Your Online Store In Under 60 Minutes
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
Integrating Saas Product for Automation and SErvice
Hi, We are a B2B Saas product for small and medium retailers. I marketing automation and service product. However, my biggest challenge is that the data for everything comes from the product. When a person activates a particular feature in the product,
How to assign leads to another user?
Hi we are a small team of 2. I created leads lists that the other user can now see (we made our records public to all users to achieve this) But I have leads in my dashboard I wish to allocate to the other user but cannot see how to or find any help
Please alpha-sort lists in all places in Zoho
Hi Zoho, I love you. You love me. I'm begging you to please alpha-sort the many lists that Zoho uses to communicate with us. Here is one example of a list I needed to navigate this morning. By the time I found what I was looking for I forgot what I was
Exporting from Typepad Blog to Zoho sites blog
I am finding it difficult to do this. Has anybody have an experience doing it? Pls let me know.
Zoho One and Tally Integration
Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?
Create an Opt-in Page
When visitors land on my site, I would like to have a pop-up so that visitors provide contact information in exchange for a free ebook. I looked at the pop-up templates provided but they do not allow me to input content. Please advsie. Thanks.
Blank screen when editing email content on survey campaign process
I am trying to set up a survey campaign with a reminder loop. I can add the process block for the survey campaign, I can add an email template but when I click next I just get a blank screen. If I go out and back in I still get the blank screen. Can
Share lead/contact/account option in Zoho CRM
Hello, I wanted to ask if there is any plan for the future or idea to extend the option for sharing leads/contacts/account/deals in Zoho CRM with other employees? We use "share" option very often, however it is quite problematic when someone has to share
Proposals system in Zoho One
Hi guys, I've come from a Xero/Quotientapp world where creating quotes/proposals was really straight forward. I was under the impression that I would be better served with Zoho One to do the same job, but I'm finding the quoting system quite limited as
Zoho Analytics : Zoho Databridge, Data Source ownership
Dear Zoho Agent, I'm currently working for my customer to implements Zoho Analytics Report and Dashboard. After deliver project to my customer I would like to transfer Zoho Databridge and Data Source ownership to my customer. Would it be possible to transfer
Problem with linking Zoho Mail, Gmail and Zoho Crm
I am currently using Gmail as my email client. Gmail has been successfully synched with Zoho CRM and there is no problem sending and receiving emails here. I have also set up an IMAP synch between Zoho Mail and Gmail from the Google Workspace. I can send
Zoho Books is redirecting me to Zoho Invoice
Hey Zoho team, When I want to open zoho books I get redirected to zoho invoice. But I need to have a program for my bookkeeping. I thought I could do this with Expense but I could not download the invoices in bulk for my bookkeeper. So how can I keep
Managing Orders And Inventory
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
Save on Your Yearly Enterprise Budget with a Password Manager
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
using subscriptions as an online shop?
Hi, we're selling software products with one-time payment and also recurring models. We're using an external billing system - so we dont want to use the invoicing process of Zoho - but we want to the system as a marketplace. Means - a customer can subscripe
Poor webhook/integration support
Hi there, I have tested the following methods of integrating Backstage with 3rd party applications: Zapier Zoho Flow Webhook The biggest limitation with methods 1 & 2 is that you have to list a specific event to listen to. This is unworkable for us as
Convert Sale Order to Invoice in a workflow
Hi, We are looking to convert sales orders that are delivered to an invoice using a Workflow. When reading the docs, there's an option for the module to select a conversion action in the workflow rule creation. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/convert-records-using-workflow-rule
The new user classification methods
In the new Zoho One, you might have noticed that users are now classified in multiple ways. Every user has a Status (Active or Inactive), a Type (Confirmed, Pending, or External), and a State (Not invited yet or Not joined yet). Understanding what they mean and how they can be used can simplify your day-to-day operations. In this article, we'll discuss the various classification methods and how you can leverage them to your advantage. User Status The main purpose of User Status is license management
Zoho one, unable to change ownership of app(s)
Hi guys, I currently have this problem, I am unable to change ownership of apps in my zoho one. the error says that "sorry, this operation is not supported." can anyone help me with this ? thank you screenshot attached.
ZOHO account manager
Can we please get the contact information for our account manager?
Customer Categorisation with Tags
Hello Zoho Community, We would like to identify our customers based on a few details that relate to their profile and previous orders. For instance: Location (e.g. suburb, city, or State) Purchase history (e.g. consumer preferences based on purchase trends)
The Twilio Zoho CRM SMS Integration ?
Hello, Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there I also looked on Zoho's marketplace
LEADS TO SALES: HOW ZOHO MARKETING AUTOMATION CAN GROW YOUR BUSINESS
Missed our webinar? We got you covered in this article on executing a lead generation strategy with Zoho marketing automation. Check out the link below. https://www.rfdmsolutions.com/blog/zoho-marketing-automation-grow-business
Setting up of GA and FB pixel for tracking conversion
Hello, I need some assistance from Zoho Team to do the following: I have set up Facebook Ad Account I have created a Facebook pixel and saved it in header code section Now I want to set up conversion tracking on my Zoho website - Track no. of clicks
Sending campaign to list whilst excluding another list
I would like to send a campaign to the recipients of a list (Liste A), excluding recipients from a separate list (List B). How can I do that please?
How to transfer module data from lead to contacts
Hi guys, a have a module called "free-workshops" with some workshops in it. A lead is assigned to one or more of these free workshops. Now i convert this lead to a contact and i would like to see the assigned "free-workshops" in the contact module layout.
Forms email notifications
Hi I use forms to log incidents across three divisions of my business. (security, cleaning and M & E), One of my drop down questions is for these divisions. My question is, can I have an email sent to specific people if I select "Cleaning" as my drop
Notes Footer on Invoice
Hi there, Please advise how I can remove the Notes section from my invoices? I am on a trial for a year so not sure if that affects it? ID: 752512167
Why is there no Zoho browser?
With so many good products already. it will be great if we have zoho browser
Zoho onboarding and making it more customizable
I have a lot of needs that I want to get out of Zoho Onboarding, but it seems that the functionality is available yet. Duplicate entry: if they enter information once (First Name, email, etc) it automatically applies to the rest of the onboarding process
Inventory to CRM Sync
I use inventory for my Purchase Orders to order in everything from shipping boxes to material to make our product. Is there a way to have those things not show up in our CRM price list? Since we are only selling completed products, I don't have a need
Prevent Deal Creation for Blocked Account
Hi, I'm trying to figure out a way to create a validation rule that would prevent the creation of a new Deal to an Account that, for any defined reason, is blocked (normally because of delayed payment issues), thus preventing users to create new Deals
Zoho People
Unable to update employee leave balances eg: If I'm entering data for 05 casual leaves, it appears as 4.58 (odd amounts) Need to fix this matter very soon. Pls give the priority to it. 2 . Unable to disable accounts
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