Uninstalling extenstion(s)
I started a copy customization process but it cannot be initiated because I was told to uninstall the . Calendly extension for crm zoho . icetrack sms How do I do this please Thank you
Error Message - User Unable to login
One of my newly created users received the below error message: Can you please advise what the issue is and how I fix this problem. I had previously set this user up in zoho mail, using this email address, as an admin, however we have reached our limit on the number of users in zoho mail. Please advise.
Zoho People Leave Calendar intergartion into Zoho Mail Calendar
Hi Is there a way for all leave application that are processed through Zoho People to automatically updated into a Group or Individual calendar in Zoho Mail/Calendar? At the moment we have to view multiple calendars which is frustrating Thanks
Styling Forms Embedded in Website with iFrame
Hi I'd like to know if there is a reference guide somewhere that shows the options for editing form styles for forms embedded on website using an iFrame? My current embed code is: <iframe height='600px' width='100%' frameborder='0' allowTransparency='true' scrolling='auto' src='https://creator.zohopublic.com/carlnathanbird1/sailing-school-bookings/form-embed/Website_Booking_Form/692JXDM3SRfakBMp1Ydat8HR53WmYG7jeEGhVPMvEydfsF8MT8kSjTVCHXybnfTOxrDCwaC8uvyTtaSZtjy8E6Zx1rQNupsAs3BE?Course_Page_input_through_URL=RYA
Can not remove user...been locked out for weeks...
I am the super admin and co-incorporator. The other founder has left the company due to embezzlement. The user was admin of a few modules. I am locked out of several modules still. I have asked, emailed, waited on calls from zoho. I can get level 1 service to tell me they'll be in contact soon. Thats all the support I can get. I HAVE BEEN LOCKED OUT OF MY BUSINESS FOR WEEKS WITH NO HELP FROM ZOHO. I AM GOING TO GO OUT OF BUSINESS OVER THE LACK OF CUSTOMER SERVICE!! This is seriously going to cost
Give me your best case to switch to Zoho for marketing, sales, and support automation.
We are looking to move from what we're using how (Hubspot SalesPro) to something else. Give me your best reasons to pick Zoho.
Workforce Management and Forecasting
We're wanting a tool that can analyze call volume, ticket volume, etc to forecast out schedules and future hiring plans. I know there are some forecasting options available within Zoho Analytics, but is there anything built into Zoho People that will allow us to integrate with data in Zono Desk such as ticket volume and help us with our hiring and scheduling forecasts?
Accounts Payable - Invoice Approval Workflow
Hi, I am looking for a way to set up an approval workflow for our Accounts Payable function. This would apply to all invoices our business needs to pay. Requirements would be that team members are able to login and upload an invoice from a supplier and categorise the invoice/assign a cost code. Then based on the cost code and the amount of the invoice it will be assigned to a Manager for approval before it is paid by the bookkeeper. The workflow would ideally include email notifications for when
Zoho CRM Integration with Zoho Projects
Zoho CRM is working really well with my organisation (Loans Company). The key to managing 'chaos' has been the blueprint feature. As a B2C model, we dont have a need for accounts - so unfortunately it appears we cannot use Zoho Projects : ( The interface in Zoho Projects is great and managing a 'transaction' visually would be great bonus. Is there a roadmap (or solution) to be able to integrate CRM (without using accounts) with Projects ? Syncing data between the two such as notes, blueprint stages,
How to best setup a staging environment?
Hello – our organisation utilise several integrated Zoho applications. There are a lot of customised deluge scripts which handles business critical procedures. I am curious what is the recommended approach to setup staging environments using the Zoho cloud stack. Zoho Creator and Zoho CRM seems to have excellent tools for this but others such as Zoho Books does not. I want to setup a complete staging environment in Zoho that integrates with our other cloud service provider – Google Cloud and the
Display Invoiced Products in Deal
Hello, Currently our products are setup in Zoho Inventory. When our team creates an invoice, the invoice is attached to the related deal. However the products on that invoice are not displayed in the related products list. How do we get the products from the invoice to display as related products in the deal?
How to chose Forms as triggers at Campaogns
Hello. I would like to chose forms as triggers at Campaigns, but forms do not appear on puldowns. Please show me how to chose Forms, which are made by Zoho Forms, on puldown menu. Thank you.
Duplicate rows in live data to same table in Sandbox table
For example, How do you duplicate rows in live "Accounts" table to "Accounts" table in Sandbox? I've done the export from live table and import into sandbox table, but the "Id" for the rows are not the same, it doesn't matter so much that the dates(i.e. created,modified) don't match but I need the main row Id column, ParentAccount_Id to match. TIA
Seperate Super Admin Role From User Profile
Hello! I am new User of Zoho One and I have a challenge with the way that the Super Admin profile is associated with a User profile for all applications. In many instances having the super admin as a permissioned role associated with a user that is easy to connect and disconnect from the user allows for better distinction within the Zoho Administrative setup process. Here is an example where this has caused an issue: Our e-mail system has team and individual user e-mails. Our super admin is the
How to best automate a few emails
I'd like to be able to automate a few emails to my Customers using Zoho One but not sure the best way to approach this. Purchase is made on website and info is added to CRM via an automation I've already built. I'd like to send an email immediately when the new contact is created (basically at the time of sale). I'd like to send a second email the next day at 9am. I'd like to send a third email 2 days later at 9am. I was able to get the first one sent easily with a workflow in CRM, but the workflow
Autoresponder
Just one autoresponder for a webform is not working. Is there a way you guys could walk me through why this is? I have been stuck on it a while.
Time to update the notification email template?
Hello Zoho, Since the beginning of our Zoho Desk usage you have the same standard notification template that we receive if we FOLLOW any topic on this forum. The sames template is used for our own client portals. I was always usable but a bit weird, I think. On my mobile phone is puts all the text information (the only important information). Please see the screenshot of the comparison of the full area and the area you use. I suggest you update the template to make it more native. Why don't you just
Advice on creating a collection of Campaigns
A campaign is a single message or offering at a point in time to a specific audience. Sometimes we want to send a sequential series of these. For example: Campaign 1 – January - discount on soups Campaign 2 – February - two for one desserts Campaign 3 – March - free appetizers In reality, during the year we would be sending multiple “Campaigns” that together make up an ordered collection of “Offers”. What would be the best way to organize this in Zoho CRM? Would Campaigns become a collection of
Calendar no longer renders links correctly
If a link (format: https://www.example.com) is typedinto the description field of an event.. the raw html associated with the link is saved to the event insttead. Event description Output: <a href="https://www.example.com" target="_blank">https://www.example.com</a>
Help Please
Hi Can anyone let me know if it is possible to get email notifications each time someone downloads a file from Zoho WorkDrive. I want to set notifications for all my file downloads. When anyone downloads the file, I should be able to get email notification that file has been downloaded by "Name" on (Date) at (Time). Also if no one downloads the file within 3 days from the upload date, team members must get an email notification that the file has not been downloaded yet. Thank you.
Downloading files from workdrive external link
we have many external folder that our clients upload and download from, however today we cannot download from them at all, it just goes round and round in circles. The same for file share links? Is there an known issue about this?
Why can't we send emails through the Clients Tab ?
Hello, I have trouble understanding why we can't send emails to client's contacts directly under the Tab Client (like I can do it with Zoho Recruit)? Regards, Olivier
WorkFlow : Can a condition refer to a field in other module?
Hi Zoho, 2nd post, 2 questions. :) I'm trying to work with workflow without coding custom function. So, in Workflow, when we define the condition, can we refer by # or $ or else symbol to a specific field in other module ? In this example, when a Call is done, I would like to copy the Calls/Call_Result to Leads/Call_Result. So, in condition, I need to be sure the Calls is related to a Lead's module. I know ${xxx} refers to global constant as ${NOTEMPTY}.. So, may any global constant exist to indicate
Cost Price + Custom field (%) = Sale Price
Hi, I would like to create a custom field. It would automatically put the sale value. Ex: Cost Price + Custom field (%) = Sale Price 100 + 10% = 110 Is it possible with Zoho Invetory? Other questions: I have Zoho One, I have 1 parent store, 2 branches and 1 website (Ecomerce - With an API joining Zoho Invetory and Magento2). What is the best program to manage this product and sales, Zoho CRM or Zoho Invetory? The Zoho Invetory may be the most appropriate, but I see that his settings are more closed
Purchase Orders, Invoices etc. should show if they are associated with a project
If you look at a Project you can see all the associated transactions. But if you are going through purchase orders or invoices etc., there is no way to even see that they are asociated with a Project. Please consider adding a field to purchase order, invoice so the user can see if it's associated with a project (should show the project name). Thank You
Docs lost synch or mis synchs
I searched on this but found nothing, so am,posting this in case other search for the same thing. Docs lost its synch. First thought was to reinstall, so first created a new archive folder so I wouldn't lose anything, uninstalled, installed the latest Docs. Nice to know it was aware of the original folder on my local computer even though the folder disappeared out of explorer after the uninstall. It was still there in some form Docs recognized. So all is back to perfection now. Don't know why zoho
Sort timesheets in portal
Hello, the customer portal is very practical on Zoho Invoice. However, when a project contains many tasks and timesheets, it is difficult to navigate the portal. Is it possible for the user to sort timesheets by date (for example) from the portal? Thank you
This Week in Zoho News - CRM Zen Show Episode 100
Click here for full episodes and more. Zoho News Zoho Forms adds SMS Notifications Send an update in the following ways: Using SMS Notification templates for all records added or updated Using Form Rules to send a message only if a condition is fulfilled Some Upcoming Zoho Creator Platform Updates 10 New Features rolling out in June and July Zoho Sprints adds Roles and Profiles I thought this was already a thing. But if not, well now it is. You can set up access profiles in Sprints now. Zoho Backstage
Automatically approve registrations in Showtime
We are considering using Zoho Showtime for Ondemand trainings. How can we automatically approve Showtime requests coming from an attendee whose email domain is in the approved list? Wondering if this is where Zoho Flow can be integrated with Showtime.
How to change from .com to .io
Hello, I made a terrible mistake and clicked .com instead of .io on my domain. Is it possible to change this? If yes, How? Thank you
Changes in the script
Hey, I have created a bot and now I want to use the loop in that. it is like Bot asks the question for a number of guests and if we click on any of the numbers in slider then it takes us to the option such as canopy machan, jungle machan, etc. And after selecting one of the options it goes to the images and some text. Then it says thanks and goes to the next bunch of questions. So I want after showing the images and text the bot should ask about "Do you like to go back to check the more machan? yes/no.
Does closing a Zoho Account release the login email for that account?
I have a Zoho account I established a long time ago to use as a test. I am now using a paid Zoho One subscription, and I need to use that email address as an alias in the paid account. Does closing a Zoho Account release the login email for that account?
I am zoho one user and asked to pay for using flow
Dear team, I have choose zoho one and subscribe to all employee plan and when i am using zoho flow it say i need to upgrade where as you have mention in your website that zoho flow is the part of package when we subscribe zoho one. Please let me know about it. Regards, Admin Park View by Vision Group
I'd like to know if there is actually a SINGLE mid-size company using ZOHO successfully?
I am asking this in earnest... I would really like to see if any mid-sized company has actually had success integrating ZOHO successfully into their organization. Our organization was initially attracted to ZOHO because of its (seemingly) enormous amount of features that we could grow into. So we committed to the platform. However, as time has gone by, and we have attempted to integrate additional zoho apps, it has been nothing but heartache and massive wastes of time. The fundamental question we
1 Account Multiple Domains and Mails
Hello Zoho, I have a question, something weird is happening in my account I have Zoho account under email address omarzein84@gmail.com And I have another account under omar@vapester-lb.com Somehow they are connected together and omarzein84@gmail.com dose not really exist, If I login in it takes me to vapester mail directly. I have another question Can I add more than 1 domain and more than 1 Mail account into 1 Zoho account For example I have another Zoho account under the name omar@rosmars.com
A few pet peeves on long-standing issues with Zoho CRM
While I am overall happy with the Zoho One platform, there remain some seriously weak points int he CRM that make me wonder what on earth the devs were thinking. When you set a company financial year in the Company Settings, it is not applies anywhere YEAR is used to filter or create a report. Basically, the setting is ignored. People looking for "opportunities this year' or other common tasks or developing sales charts are completely at a loss as to why their numbers do not match. Zoho needs
CRM - Duplicate Warning (not unique field)
Is there a way of warning a user about potential duplicates (potentially with links to those that match the criteria), but enable them to override and create record?
Disable all automatic notifications
Hi, I have over 100 old sales orders and around 65 purchase orders, that I need to get into the inventory system from our old CRM. However, I want to avoid any email notifications going to clients for any part of the sales order and shipments. Also, no notifications to suppliers for the purchase orders. These are historical orders that we need to in the system, but not notify anyone whilst we add them and move them through the workflow. We need to 100% not have anything go out, as this will confuse
Yeastar Phonebridge Integration
I have been using the trial for some days. However i am facing challenges with Zoho Phonebridge when using Yeastar S Series PBX. Phonebridge is successfully configured and enable. I can make calls from Zoho successfully. The problem is Zoho is neither keeping any record of the Outgoing Calls nor is it accepting and recording any Incoming Calls.
Why are my Sync results always 0 contacts?
I'm trying to Sync CRM Leads to a Campaign Contact List. Every time I do it, I get 0 contacts in my list. What step am I missing?
Next Page