How to edit or rename fields in chat window of Zoho SalesIQ?
Hi, I want to add and rename fields in chat window of Zoho SalesIQ? Kindly please help me with this issue. Thank you
Is it possible to switch off Email to users when @mention in Notes
We would like to switch off emails to users when they are @mentioned in Notes (from anywhere in CRM), so that users are not 'working' from multiple places Sending to Cliq or having a notification on CRM would be an alternative Is it possible to change
Design and Capabilities for an App - Might Need a Developer
I'm am wanting to build an app, that is primarily based around invoices (bills sent to me). I am thinking of using Creator to capture invoices. I will use the integration to ZohoBooks for all the "accounting stuff". What I am not sure about is Zoho Creator
Offers of the same product from multiple vendors
Hi Sirs, We are brokers of IT Products. We often have multiple suppliers or vendors giving us offers of the same product when we send out our RFQs to multiple vendors. How do I enter these multiple offers in to ZOHO? I would like to have a list view of
CRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been trying
Mass updating tickets with Tags
We are wanting to use tags as a way of grouping tickets that share similar concerns/problems. We have about 8000 historical tickets that we would like to update the tags for. We would like to use a custom field (existing) for the tag name for these
Zoho Transactional Emails
With Zoho One apps it takes sometimes hours for a client to get a transactional email. For example, ticket in Desk or email in CRM. Is it possible to connect Zoho with SendGrid and have them send out emails from Zoho apps? If so, how? Thanks!
GDPR - Right to be forgotten - Right to access
Hello I use ZOHO-ONE, which means that I get access to all of ZOHO's products. My question is whether there is any flexible way to handle the GDPR right to be forgotten, Right to access in one and same solution? ZIA? For example if I get a request on
Option to Control File Storage Location(s)
We are using ZOHO One and have built some simple automation to ensure that the Sales/CRM process properly places relevant files into a WorkDrive folder for each Project. I've further disabled the "Documents" tab in Projects, and we added a custom field
Could you please mail us the bills for our Site24x7 bills, etc?
Otherwise we have to download them manually each month. This makes accounting terrible.
Automate multiple processes/steps for production
Hello, I need to make a multi process flow in Sales Order Module. I tried to set it up as a blueprint but that won’t work for our needs as you can only run 1 blueprint at a time? Brief description – We are a team deal for sport uniforms, once we
Does Zoho offer a forum-based software like Discourse, Discord, FB Groups, etc.?
We are currently using Discourse for our private community. It's a bit convoluted because you have to sign up through Patreon to pay, then use your Patreon account to login to the Discourse forum. As a Zoho One customer, wondering if i can continue to
Can't import Notes with correct owner
I'm trying to import Notes into Zoho CRM from our existing system using the data migration tool. I have setup the mapping but no matter what I do the notes show me being the owner, rather than the user I specified in the Note Owner ID field. Is there
FREE WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals
Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consuming
Cliq and zoho one
We use zoho one for a small association and have subscriptions for our employees. We would like to use cliq as a platform for the membership. So the question is can we use cliq to share documents in a central library and also how do you set it up?
Pricing in USD
In Canada ZOHO charges Cdn for Books but USD for ZOHO One - Why is that?
How do I unlock the text boxes to use as image frames?
I spent a long time battling with Writer to get it to allow me to design a photo template for multiple images on a page for a report (which took me much longer than should as you are unable to copy/paste the text box format to duplicate it across the
Display an image on a page
Hello All, How can I do something so simple? Help please. I do not get why I cannot even find documentation about this. I upload image from a form in an image field. How do I display it on a page? Thanking you in advance, Apologizes for being a newbie
Pricing page for service based business
I am super confused on how to do this. We are a all inclusive little wedding business. We have only 3 set packages and a few add ons. So super simple pricing. We don’t ever need to make “deals” or “quotes” - but want our leads to be able to just see
Need to see Projects Associated with Tasks in Plain List View
When a user clicks into their My Tasks list using "plain view", it's not even possible to see which projects tasks belong to, without clicking on a task and then going over and clicking on the little "i" for every single task. Please see screenshot below.
This Week in Zoho News - CRM Zen Show Episode 128
Click here to listen to the podcast. Zoho News Bigin Android App Adds a Pipeline View Zoho has now added support for Pipeline View within the Bigin Android App Motivator for Zoho CRM Released This is Zoho CRM Replacement for Zoho Motivator. At first
ZUG Virtual Zoho One Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One
Add records to related list via API
Hi! I have a costume module called "Promotions" that has a related list to another module called "Buildings", the idea is that each promotion will be related to a few buildings (multi-select lookup field). Usually I'm using the API for updating records
Populating form fields with webpage details
Hi all I have a lead form created using Zoho Forms. The form is intended to exist on many different webpages. I would like the form to pull in the page meta title and url and pass them to hidden form fields. How do I go about doing this? I'd also like
User Accounts Aren't Joined Up!?
Hi guys, I love everything about the Zoho apps. I think CRM and Desk are particularly brilliant but there appears to be an obvious issue, which I really hope can be resolved. Whilst records from the CRM are technically linked to the Desk, user accounts
Zoho Campaigns campaign aggregate yearly report is buggy
Hi Zoho Community, Does anyone else feel that the Zoho Campaigns campaign aggregate yearly report setting can be a bit improved? Doing end of the year marketing recap and it was hard to get a count for how many campaigns we sent in each month without
Books Deluge Script
Trying to use the get function to pull data from a record in books. Issue I'm having is that it wont seem to work. I'm sure this is a really dumb mistake. Can someone please help. For example the "name" api field is just empty! But the details are returning
Sending email to some hundrets contacts in list view
Hello, I have defined different contact list views. The lists have several 100 contacts, so I want to email them all. Whats the best way to do this? When I choose "Select All records in this view", there is no "Send email" button. If I select 265 pages
ChargeBee Integration
Hello Finance Team, I feel that it would be a good feature for ChargeBee to integrate with Zoho Finance Products. This way users that currently use ChargeBee can track their payments within Books or Invoice (Subscriptions too) and also allow ChargeBee to take customer payments. I would love to see this in the near future and I am sure other users would as well
Zoho one and secondary email for employee
Hi We are moving to Zoho one and currently have 3 employees. I want to set up an email address that is for support. I want a specific employee to receive mail from this address as well as their own email from Zoho one license. I don't want to purchase
Can I purchase a separate license for Zoho People to track volunteer?
I have Zoho one and using the plan that requieres me to have a subscription per employee. When using Zoho People I would like to add a volunteer to manage them in Zoho People, they are not our employee. Is there a way to purchase just 1 license for
Advantage of PhoneBridge vs stand alone dialers
I'm tryin to understand the advantage of setting calling features inside of Zoho One. Seems that there's a feature called Phone Bridge and some VoiP services integrate with it. Then there's stand alone VoiP services that don't integrate with Phone Bridge
My Zoho apps not loading in Browser.
Hello I have massive problems with Zoho since 7 days right now. Zoho projects / One / Mail / People are not loading in the browser. I tried Chrome / Firefox / Vivaldi / Opera but have the same problem everywhere. Differents PCs and different networks
ZOHO One - not so integrated, just starting to setup...
Hey Guys We are just starting with ZOHO one and to be honest, there's 40 great apps but that's precisely the problem.. it's not one connected suite. Even simple things like have a master set of settings/logos/organisational profile seems lacking. I'm interested to hear how people use ZOHO and integrate the apps and data. In my mind it goes... CRM as the master app which links to... Books for finance mgmt + expenses (because the phone app is awesome) Projects to manage projects Connect as our intranet
canonicle issue
Please resolve my canonicals issue, Site is not opening with http://goodiegrocer.com/ this link. It should redirect http://goodiegrocer.com/ this link to https://goodiegrocer.com/ automatically. or also open with http://goodiegrocer.com/ this link. Please
How do you push leads that were added to Marketing Hub to ZCRM?
Hello, Seems like a silly/simply questions but the sync seems to be specifically for importing leads from the CRM into Marketing Hub. If I add or collect leads directly on marketing hub, how do you send/sync these leads over to CRM without having to use
ZOH CRM - Pick list field to load specific choices based on choice of another Pick list
Hello: Is there anyway to have a pick list field load specific values based on the choice of another field? For example, a pick list Field: Toy Products Electronics If the the user chooses Toy products The below pick list field will show only a set of
This Week in Zoho News - CRM Zen Show Episode 125
Click here to listen to the podcast. Zoho News 5 Updates Released for Zoho Analytics This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more. Zoho Show For Android Update Adds Download Repository Zoho
Search Records API with criteria where the value is null
Hi, I am trying to get the list records where a custom field is 'null' but i do not success. Is it possible ? If 'yes' how please ? Otherwise, i will need soon to records ralated to Date. On this part, the documentation mentioned : "To search for Date,
Why Can I Not use Zoho Inventory as a Master Database for Shopify?
I am considering moving to Shopify for eCommerce. Unfortunately, product information stored in Zoho Inventory cannot be sent to Shopify. Are Zoho planning to allow product data stored in Inventory to be sent to Shopify? I so, when? This strange limitation
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