Wiki in Zoho One
The last update I can find on these Forums indicates Wiki iswas due to join Zoho One in March but it doesn’t appear to have happened yet. Any updates?
Possible to only disable some keyboard shortcuts?
There are a few keyboard shortcuts I would like to disable altogether so I don't activate them accidentally. I know I can change them, but can I just disable some of them? I do NOT want to disable all of them, I know that is possible. Thanks
Webhook Reset Parameter Values?
So I am working in flow and I went to test my changes and the webhook lost all of its parameter values and is now acting like I'm in the potentials module for some reason.
Where do you go after Zoho Recruit?
The system is too flakey and everyday is constant battle. Has anyone else thought of moving systems as yet and if so where are you going?
Zoho Bookings | Scheduled downtime for EU users on September 27th, 2020.
Dear Customers, We want to make you aware that we've scheduled a maintenance activity at our EU data centers on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Bookings will be completely unavailable for the accounts in our EU data centers. This means that the following will be temporarily inaccessible. 1. Your Zoho Bookings account 2. The booking page links 3. APIs, Integrations and calendar syncs Note: Everything will recover back
Zoho One | Creator Service scheduled downtime for EU users on September 27th, 2020 from 1:30 AM to 1:45 AM CEST.
This intimation is regarding a scheduled maintenance activity for the Creator Service at our EU data centres on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Creator will be completely unavailable for the accounts in the EU data centres. This means that the following will be temporarily inaccessible for these accounts: The Creator applications and their schedules, integrations, and APIs. The custom applications available under
Pop up alerts when accessing specific accounts
Is it possible to have pop up alerts to notify a user of important information about a specific account when they first access that account? For example, our customers are schools and sometimes we have an arrangement for 2 schools to share the same licence. If one of the schools calls us to renew the licence we need to action that renewal on both accounts but if the user doesn't read the notes thoroughly, they may miss the fact that the school is sharing a licence. A pop up alert on accessing the
Default Dashboard
Hi, I'v created my own dashboard vue, but everytime I go back to the Home (Welcom Page) on Zoho CRM, I have to change the view, it always return to another one, not my own or classic view. Any idea ? Thank you ! Regards, Romain.
How many ZOHO-Sites does the ZOHO-One Suite allow for?
The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
List of Static Zoho Images and Icons
I am creating zoho bots for Cliq. I noticed that in the message builder utility (https://cliq.zoho.com/messagebuilder) there is an option to change icons and thumbnails, and that there is a default URL for these: https://img.zohostatic.com/chat/default/offic... I am wondering if there is a list of static icons and thumbnails user by Zoho that I can access, and if so, how do it get a list of all icons and their URLs? Having that would save me the time of creating my own and would also standardize
Default config KRAs
Hi, does the zoho people team consider KRAs & Goals to be the default configuration or KRA vs. Goals. Please do not answer 'according to my requirement' Thanks!
Need help RE-connecting a credit card account to import transactions
About three weeks ago, Books stopped importing transactions into three accounts. Books disconnected from all three, and I do not know why. No passwords had been changed. I successfully reconnected the checking account, but only one of the credit card accounts. My credit card accounts are corporate credit accounts which each contains two persons with discreet card numbers. Both user's charged appear on a single statement, and are paid as a single payment. Since January when I started using Books,
User Template in Zoho Sign / Form + Z Desk
Hi Team, I would like to create a form in Zoho Sign or Zoho Form to send to the final user sign; It's a term of responsibility to register some requests from the final user to open some specific ports to internet, and Would like to create a "map" of ports requested by users and the term of resposability signed. The propouse is attach this informations directly in the tickets. Is it possible to use Zoho Sign (templates) to this proposal? I'll control some requests of firewall rules as shown below
This Week in Zoho News - CRM Zen Show Episode 111
Click here to listen to the podcast. Zoho News More Zoho Meeting Enhancements A bunch of new updates as Zoho Meeting continues to improve. But… we retested the recording quality this week. And it is still very poor. So, we can’t recommend using Zoho Meeting until this is fixed. This is also the case in Zoho ShowTime which we also retested this week. Hopefully, this gets fixed soon, because both are good apps except for the recording issues. Zoho Cliq Get Widgets Cliq continues to get better and
INtegrating with email clients
I've been trying to itegrate Zoho Mail with email clients. I've checked server info several times, but it always says authentication is bad. What is the problem here?
Create a funnel component show leads created to leads converted to deals won
New to Zoho How can I create a funnel component that shows leads created to leads converted to deals won? I know the steps, I am just not sure what filters to add. What is "Lead conversion Time"?
Is there a way to get a Flow to run on the update of a specific field in Zoho CRM
In our Deals module, there is a field called 'Description' and I wanted to have a flow that would push that deal's information into a Google Sheets file whenever the description is filled out. Is there a way to make this happen? Thanks
Zoho product that compiles documents like Acrobat?
One product that seems like a fit for the Zoho family is Acrobat. We need to prepare a compiled document to send to a customer. Some pages are PDFs, some are JPGs, some are selected cells from Excel or pages from Word files. Acrobat allows us to take all these different file types, turn them all into one document and reorder the pages, add notes or highlights, etc. Then rolls the whole thing into one PDF that we can email as attachment. That seems like something Zoho would have. Does one of the
Auto Assign Lead Cost (CRM/Campaigns Module)
Hello Everyone! I am looking to have ZOHO CRM assign a lead cost based on what we are spending on our campaigns. This is my diliemma: When entering a new lead into CRM, we are associating that lead with a Campaign (in a field). We added a custom field "Lead Cost" which I would like to have an average cost assigned in there. This would be based on what was spent for the campaign during a specific time period. For example, if we had a home show named "Test" on August 1, 2020 and spent $2,000, I would
Related Records on Conversion
Hello All, I am having some trouble mapping a conversion for related records on a Lead. I have a separate module that holds a Prequalification Letter for a Lead/Contact. I mapped a custom button to open a Form that promptly merges the inputted data and sends the document to a few recipients in the Lead and Contact Modules. The Form on submission pushes data back into the CRM that triggers a conversion into Contact and Deal(Potential) records. I now have lost the PQ Letter record that was originally
Cannot reply to one or all in messages
I am not able to reply to one person or reply all. I restarted my computer, opened Zoho in Chrome and Microsoft Edge and it's the same problem. I need to fix this - any ideas?
Zoho Desk - Performance Issues
Dear Zoho Desk-Support, Hopefully, everything is fine on your end. Our Head of Service reported an issue with the performance in the last 3 days. Is there anything to know or check the status on our own? We would love to work with much more people in this system and some of those tickets aren't loading as quick as it should / could be. Kind regards, Jan
hard time accessing crmplus
I have had a hard time accessing crmplus since yesterday. When I try to access any of the crmplus services I have a timeout. Apparently, it's https://js.zohocdn.com/ that is at issue. I have no problem accessing services that are not included in crmplus (Zoho Invoice for example). How to solve this problem ? I can't work since yesterday! Thank you very much
CRM emails vs Campaigns
Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered. We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign
Zoho Campaigns: Replies to Campaigns
Hello, Our team recently launched a campaign Via Zoho Campaigns. I entered the correct sender address and reply to address. It shows we received 4 replies from the campaign, however, we cannot find the reply in any inbox/junk/spam folder.
This Week in Zoho News - CRM Zen Show Episode 110
Click here to listen to the podcast. Zoho News Zoho Expense Now Integrates With Amazon Business Zoho Expense now fetches the invoice details of your purchases through Amazon Business and creates expenses automatically. Zoho TeamInbox Has Launched and Is Part Of Zoho One Shared inboxes for team collaboration, built on Zoho Mail. Zoho Sign-Zoho Finance Integration Gets a Major Enhancement Users can now send estimates that can be accepted and signed by clients directly from the emails they receive.
Pack of products.
Hello, I wish you are all good, I just wanted to know if you have any idea how to create pack of products? is it even possible? In fact, we have to make two different categories of products. We can add customized fields in the invoices or sales orders to separate them but it would be better if we can create packs of each one. Also, can we merge products like we do with accounts and contacts? If you have any idea about it, let me know. Thanks.
Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
Unable to login to iPhone Zoho Mail App - "Looks like you recently changed your Zoho Password"
The message is "Looks like you recently changed your Zoho Password..." Indeed, I did. When I enter the new one (which logs me in correctly in a browser), I get the message "Oops! Something went wrong." I've disabled MFA. Deleted and reinstall the app. Logged out of all zoho apps on the phone. How do I fix this?
Leads from Zoho social to Zoho CRM
Hi, We are running Facebook lead form ads and all the leads which we get from facebook directly creates a record in lead layout into the crm via Zoho social which is good. However, the only problem I’m getting is how I can make assignment rule for facebook ads like web form assignment rule. Right now , I’ve to manually assign to the leads coming from facebook which is not good. Please help!
Migration Zoho One from US to EU
Hi everyone, we are facing a big challenge that we have to migrate our Zoho One account from the US server to the EU server We are currently using many tools such as CRM, Books (FInance), Analytics, People, Survey etc. Is there any experience of this kind here in the forum that could tell us how the migration went. Our Zoho Support Germany could already answer some questions, but we do not have a guide or similar. And with which tool do you start the migration? Thank you very much for your feedback
erro 554 5.1.8
Nao consigo enviar nenhum email e aparece esse erro. tenho um sistema q envio automaticamente minhas faturas e comunicados para os meus clientes, mas nao sei se tem limite diario de envio , queria saber o porque do bloqueio ?
This Week in Zoho News - CRM Zen Show Episode 109
Click here to listen to the podcast. Zoho News Zoho Receives ISO 27701 Certification Zoho has been certified for compliance with the ISO 27701:2019, which is related to Privacy Information Management Systems. Zoho Writer Adds “True Offline” Mode True Offline allows you to continue to work smoothly even when your connection is suddenly disrupted Zoho Launches a New Website Full-on Recruiter A really nice resource for recruiters. To quote Zoho it is: Recruiting resources for recruiters, by recruiters.
This Week in Zoho News - CRM Zen Show Episode 105
Click here to listen to the podcast. Zoho News Zoho Touts 15 Million Users on Zoho WorkPlace More than 25 percent of new Zoho Workplace customers have made the decision to switch over from G Suite and Microsoft. Zoho Launches TeamInbox - Shared Inbox Collaboration Say goodbye to endless CCs and BCCs for good. Zoho TeamInbox gives you a well-organized, clutter-free inbox and a transparent workspace, which teams need now more than ever. You can request access to the Beta by clicking here. Zoho Campaigns
This Week in Zoho News - CRM Zen Show Episode 108
Click here to listen to the podcast. Zoho News The Zoho Marketplace Passes 1000 Extensions It keeps getting better and better. Zoho Meeting Improvements Improved host controls and performance enhancements Zoho Backstage Automates Event Cancellation A sign of the times. But a very nice feature. API Metered Credit Usage Changes To sum up the post, I think this formula explains it best: E = mc² ÷ CRM+Zoho1 Zoho Workerly Update For companies who calculate their temps' pay in terms of a full day or
List of Attendees Is Missing
(NOTE: I put this under Zoho ONE because I did not see Zoho Meetings on the drop list) I just sent out my third Zoho Meeting invitation and since the new interface, I no longer see the list of attendees. What am I doing wrong? Thanks, Bobby
Zoho CRM Email Template or Zoho Campaign email with a CALCULATED merge field.
Hi folks, I wish to send a small number (12-16) of emails to staff (users) that contain merge fields that is date-based. Basically, I need to month (eg. August) and year (e.g. 2020) as text within the email. The month and year will always be for the CURRENT DATE. (E.g. if the email was to be send on 2nd August 2020, then the month merge field would be August and the year merge field would be 2020. For example, I would like to have the following in the email: "Please note that your research paper
How many Books autoscans do I get with my Zoho One & How do I purchase more?
How many Books autoscans do I get with my Zoho One & How do I purchase more?
Adding Accountant on Zoho One
Hello, we are using a new contract accountant and need to add them to Zoho One for Books access. We did this once before and You added a no-charge seat to zoho one for this. Please add in: Jaime Cenir jaimecenirjr@gmail.com
Some users have invalid CRM and creator licenses
Yesterday, an employee of our company who licensed Zoho ONE informed us that the Zoho CRM and creator licenses were suddenly invalidated. In response to this notification, when I checked the application assigned to the target employee account from my administrator Zoho One administrator panel, CRM and creator were invalid. CRM could be activated, but creator cannot be activated with the message "An error has occurred." Please tell me the reason why the above phenomenon occurs and how to activate
Next Page