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,
How to add an expense account to an excess payment pop-up message in a vendor payment transaction?
I have this problem that when I match payment to vendor to bills and choose categorize manually, I could not anymore choose the account entry appropriate for bank charges. Instead the entries that come out are all asset accounts. How should I resolve
ERROR CODE :550 - Relaying denied (#5.7.1)
HI, emails from out domain @cocimec.com, keep getting this error everytime we want to send emails, this started happending about 15 days ago, i need urgent help. This message was created automatically by mail delivery software. A message that you sent
On addition of row in Subform, I want to have an auto increment values
Hi Everyone, I have a subform and I added a single line field inside the subform. Now I want to have an auto increment number based on the number of rows inside the subform. start in 1. TRIGGER : ON ADDITION OF ROW. (i.e) 1 2 3 and so on. Regards,
Time Zone Disappeared
Denver "mountain" time zone disappeared from my time zone options. Help
One User, Several Domains and Email addresses - Impossible to practically use Mail?
In another similar recent topic (https://help.zoho.com/portal/en/community/topic/multi-email-acounts-domains), I have been discussing the difficulty of using Mail with more than one domain and multiple email accounts/addresses. I understand Zoho Aliases, I've linked in my domains, and I can collect/send my emails online from various identities, via Mail in a browser, Android app and via my local email client (Thunderbird) - that all works fine - what I cannot understand or practically make sense
How to change position of zoho messaging icon on specific routes?
There is a messaging icon of Zoho on the website. Its styling is already being overwritten by a .scss file by defining its classes and setting !important attributes. I need to change its position on some specific routes only. The website is in angular
Zoho live chat widget in React Js
I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT
window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq
blog post publishing date
Hello, I'm transferring my current blog to zoho sites. I have manually added in all of the blog posts and have backdated the publishing date, however, when I go to my blog feed they are not appearing in chronological order. How do I change this so my
Rebranding Zoho Assist unattended
Is it possible to rebrand the Zoho Assist unattended app?
Updating a record
Hi, I have created a form, which when submitted I want it to know that this lead is already in my CRM and update that record. How do I do this please?
Custom function for moving a contact from one account to another
There is already a question on the forum about moving a contact from one account to another. Michael Trow answered that there was a custom function for this but the link he gave (https://www.zoho.com/crm/help/automation/custom-functions.html)) now 404s.
I'm not receiving mails
When I setup the zoho it was working fine. But, few days back, I am not receiving mail. Please help Zoho mail nutricao@rosapires.com check the erorr here
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