Give Someone Billing access without full admin access
Is it possible with Zoho One to give someone billing access without making them a full Admin of the Zoho One organization? For example, give access to our accounting department to handle all the payments regarding Zoho One? Right now we cannot figure
ABN
Hi, I am having trouble getting my ABN to show on the invoice. I know where the setting is under preferences to be able to include this information however every time I tick it, it shows with a line for ABN and then no number afterwards. This is despite
How to restrict users to view only their sales orders
So here is my business case. I have medical-reps. dealing with different customers. For me it is okay if they are able to list all the customers on the sales order, but I want to restrict a medical-rep. to view only his/her sales order. I am kind of evaluating
APAC Online Workshops - Multichannel Support And Time Tracking With Zoho Desk
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. A workshop
No Way to Open "Custom Link" in Private/Incognito Mode
We created a Custom Link for the Leads Module. We can click on the Link/URL from within a Lead record and it opens in standard browser (Google Chrome in our case) with no problems. However, if we try to open up the the URL in Private/Incognito Mode by
import from ipad apps
i’d like to import from apps i write in on ipad. notes, pages. also from stuff saved in files. i have only ipad and i’m only wanting to know how to do stuff from ipad.
New words are written in right side in RTL
In RTL languages, when you are writing your sentence, the new words are written on the left side of the previous word. But the way Zoho Show is working is wrong. Zoho Show is writing the new words on the right side of the previous words (like English/LTR).
Zoho CRM for G Suite - all jobs do not show up
I've added the Zoho CRM for Gmail app into my gmail account, but when I click on All jobs (we renamed our Deals module to Jobs), all the jobs do not show up. Is there a way to search for jobs to attach an email to? Thanks, Joanna =)
Reverse DNS/PTR record problems
Hello -- I am having mail delivery issues do to the lack of reverse DNS (PTR) records. Please advise if this is related to your mail service or campaign services. I cannot determine who owns the domain. thank you
No response from Zoho - Zoho Cares?! Clearly not.
Hi Zoho, I’ve been waiting for over 4 weeks for a response from Zoho and have not had any contact! I’ve made many calls to zoho and each time get told I will receive a call back within the same day - it never happens. Please be advised I will take this
IP blacklist
Hello we can t send emails from this ip: 54.171.70.44 anymore. This ip is not on blacklist do you block this IP? Please help thanks
Zoho Inventory: item pictures not shown in pdf view and pdf print on orders (PO and SO)
All, we add pictures to items (jpg, png) which are nicely shown on the item page. When we add such an item to a purchase order and/or a sales order we see the pciture in the normal view but not when we enable the "shows as PDF": also when we print the
Create ticket, upload images and text for each customer using Python, Golang or other scripting language?
Hi Everyone! Can you please tell me where I can obtain some documentation or an example of how I can create ticket, upload images and text for each assigned customer within ZohoDesk? Thank you for your time. Below is a small snippet of doing this process
Autofill custom module issues
Hello, I want to set up a function that populates fields in a custom module called Leases with data from another module. Leases has a lookup field called Contact which connects to the Contacts module. We would like to have a function that pulls the email,
Telephony issue affecting certain users only
Hello, We have been using Zoho for our company and have an issue with Telephony. Although integrated, the user gets an error message when trying to troubleshoot by trying to access "Telephony" in Zoho. When test calls are placed through the CRM to a
Which contenttypes can we use in the sendReply api?
Hello? are there any other than plain text Content types that we can use in the sendReply api I'm trying to send the following content but i'm getting an invalid data type error "<p><strong>Dit is <em>een</em></strong></p>
<ul>
<li><strong><em>test</em></strong></li>
Sync Quote in CRM with Zoho Sign
Hi guys, I create quotes in CRM and send them to my prospects. When they accept my quote - in other way of saying offers -, I write all these quote information to the contract and asking them to sign it via Zoho Sign. Here're the images: This is the
Zoho vault not saving settings and is signing out all the time
Hello, I recently installed Zoho onto my Chrome browser and imported my information from Lastpass. Every time I log into my computer after it's been shut down and I open chrome I need to provide my email and master password pressing the Zoho button in
Test Email is not working.
Hi, I have designed the campaign and I thought to test myself to check how it looks. but unfortunately I am unable to send a test email to myself.... What would be the reason?
Restrict some people from accessing some forms
I'm working on a project where I have to restrict some kinds of people to see certain information. The project is a simply questionnaire to fill out information. But considering I only have 1 user, I want to see if I can't send a link to Admins (can see
Emails suddenly stopped working!
I can still send emails fine, but no emails are coming in to my inbox. It has been working fine for years and nothing has changed?
How can we add search option for blogs, category and others?
I have a website with so many blogs and category I just want to add search box for blogs and categories search.
ZUG Virtual Zoho One Meetups - April 2021
These Zoho-one meetups are product specific, and focuses on automation, customization and reporting within Zoho CRM. We'll look into - Setting up the Review process and understanding when to use Commandcenter and blueprint to build a full-fledged business
Unable to see social media report of more than last 4 months in zoho social
Hi, In Zoho Social we dont have option to filter social media report of more than last 4 months . So can u please tell Is it a bug ?
Share Notebooks wird friends
I would like to share some notebooks with other users. I was able to do so for one person, but for the other ones I receive the message that they are not Zoho users. However they do have the app installed on the computer and an account created. Did anyone
Creator, Form or Orchestly?
Hi, We have some manuel operations coordinated via email and we want to manage them in Zoho within an approval cycle. We have confused about "which app should we use to implement screens and approval cycle?" (Seems like most of the functions of these
Zoho Site Automatically Removed From Zoho One Bundle
We are not able to see Zoho Site application in our Zoho One control panel . So i wanted to confirm Is it has been removed or Is it a bug ? If its been removed from Zoho One package then what other application you are planning to addon in zoho one in
APAC Online Workshops - Enriching Customer Support Through Automation
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. A workshop
Text recognition
Hi Can I turn off text recognition so my notes remain as hand written? I'm using iPad and Android phone and just use simple handwritten lists thanks in advance
Help! There is no send option for my campaign. I need to send it tomorrow
Hi Zoho World, I sent my first campaign just fine last week. I am ready to schedule it for tomorrow and there is no send now, schedule later buttons. They have disappeared it seems. I have sent the email for review, it passed. I don't know what else to
new user alway showed as pending status
hello, my colleague "m.oleksandr @ sungrow-emea.com" is always pending and can't join in Zoho. Received invatation mails many times, but can not login in with the link in the invatation mail. It said"an account already exists with this email adress in
Download pricebook products & details - not just pricebook creation date & name
We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me
What happens to mail sync'd in CRM when employees leave or contact emails change?
We use and rely upon synchronization of emails from our corporate Gmail email accounts, into Zoho CRM for both leads and Contacts. Questions: If an employee of ours whose emails are currently synchronized, leaves the company and that email address is deactivated, do the emails disappear from CRM? Is there any way to prevent that, if so? If we change the email address of a contact or lead, do emails previously associated with their old email address disappear from the Emails section? If so, is there
Connections to host smtp.zoho.com on the default ports failed.
I am on Mac Big Sur OS. All of a sudden I am not able to send emails from the Apple mail account. Can you please check Connections to host smtp.zoho.com on the default ports failed. Select a different outgoing mail server from the list below or click
LEVERAGING ZOHO’S MARKETING AUTOMATION TO GROW YOUR BUSINESS
We wrote an article on how to leverage Zoho marketing automation tools to boost sales. https://www.rfdmsolutions.com/blog/zoho-marketing-automation-tools Curious to learn more - we had also hosted a webinar for a more in-depth look. For those who missed
What tool can I use to send email a crm contact when they have 30 days of inactivity on my website?
I want to send an email to the contacts registered on my website who have been inactive for more than 30 days inviting them to return to visit my website.
Dashboard not updating
When new tickets or ticket responses come in the dashboard view is not auto updating for my agents. Thave to manually do this. What could be causing this as this seems to just have started.
Enhance Sales And Customer Experience Through Zoho One
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. A workshop
Online Workshops - Zoho SalesIQ for Customer Engagement and Support on Your Website
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. A workshop that will introduce
US, EU and Canada Webinar - How do we make HR agile?
We've planned a series of free online webinars. These webinars will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features. Join us for a live webinar with HR expert, Nick Holley
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