Selecting Alternate Email to Send from
I have a few email addresses that appeared to be setup but I don't see how I can select the email I want to send the email from. I only able to send from one email address I want to be able to toggle back and forth as required.
Integrating Mail, CRM and contacts
Hi all, Maybe you could give me an answer to the question below. For me, it is important whether this is feasible in Zoho
Assuming there are three objects:
1. Contacts
2. Leads (Leads are actually contacts in the preliminary stage)
3. Emails
Further, there are 3 employees in our company
Employee 1
Employee 2
Employee 2
My question:
Can the zoho one system provide either or both of the following ?
- employee 1 clicks on a contact / lead A, and then emplyoee 1 sees all the corresponding
Reporting for Users in Community
We would like to see the activity of customers inside of Desk's Community, using the advanced reporting is there a way to report on activity by user?
Candidate portal customisation
Hi, I have asked this question already. I need 5 additional custom fields. I informed that I could be given 5 extra slots in January. to date have not been granted the access. In my opinion 10 custom field addresses is not a lot. We take a lot of time to develop the ATS to benefit us, but your candidate portal is limiting our progress. Your feedback is appreciaated.
Hello, I have a contact form on our website to capture leads. When a user fills it out the lead is not created in Zoho CRM and I have to do it manually. Could you help me figure out why I am not rece
Hello, I have a contact form on our website to capture leads. When a user fills it out the lead is not created in Zoho CRM and I have to do it manually. Could you help me figure out why I am not receiving the leads at the CRM?
SalesIQ tracking limit per month with Zoho One
It seems like the visitor limit for SalesIQ is only 5000 per license on Zoho One. https://www.zoho.com/one/plan-details.html?prd=zsalesiq So if you are a solo entrepreneur (or a very small team), it means that you can barely use this tool if you have a blog that is a little bit popular. Even the basic version of SalesIQ includes 50,000. https://www.zoho.com/salesiq/pricing.html Would it be possible to review that? Maybe Zoho One should have a minimum number of tracked users per org like the pro version.
Cannot create portal users in Projects
Hello, Whenever I click on add users in zoho projects, it opens page not found error. following is link which try to open in another tab https://remotely.zoho.in/remotely/bhavithatech/home
Unable to Assign Mail app to an Employee
I'm unable to Assign Mail app to an Employee because the App does not appear in the "Assign Applications" list.
Flow executing twice
I've got several flows trigged by Zoho Sign events that post messages to a public Slack channel. Every time they trigger the flows execute twice. The double executions list in the Task History as two entries either at exactly the same time or one second apart This seems only to happen with Zoho Sign events. I've tried deleting and rebuilding the flows and still get the same problem. I'd be very grateful for any ideas. Thanks
Adding Zoho Mail to ZOho One raises a deployment/region error
Good morning! We have Zoho One, based in the EU region. I try to add Zoho Mail to Zoho One. I add our domain name as requested and get the error: The domain which you have entered belongs to another deployment/region. There are no other deployement or region ?! Where is the problem. Thank you
Looking for Book Keeping Services for a small business
I am looking for help with on-going business book keeping. Here are some details about the transactions that I have for whole year of 2019 Total Invoices - About 100 Expense entries - 350 Sales Entries - 100 Vendors - 50 Chart of accounts - 140 I use Zoho books. Any recommendations
Please unify the time zone field across Zoho apps
I have enjoyed bringing Zoho One online for my small business. I've tried a lot of IT tools in my day, and the breadth and integration offered within the Zoho family is awesome. One minor annoyance as I've been rolling out the apps -- there is a lot of variability in how each app configures time zones. For example, some are listed in chronological order, and at least one (can't remember which one) was listed alphabetically by city. Also, some apps account for Daylight Saving Time in the GMT offset
How many email credits does Zoho Marketing Hub get when using Zoho One?
I'm about to send my first ever Zoho Marketinghub email campaign, and I'm being asked to buy email credits. I'm only sending 500 emails. I assumed that would have been included in the zoho one subscription? Thanks
zoho.loginuser shows zoho.adminuser...
Hi - I've shared my app with a colleague (she is a user). After she logs in with her own credentials, zoho.loginuser still shows my details. Also I noticed she has a button to log out my profile while she is logged in. I don't assume this is normal behavior?
Is Zoho Classes included in Zoho One?
See title
Can't add a user
Hello ! When I had a specific user who doesn't yet exist in my account, I have a message which says : Bienvenue caroline@..... Vous êtes sur le point de faire partie de GRH&AUDIT. Votre compte existe déjà dans un autre déploiement ou une autre région. Veuillez contacter l’assistance. I don't understand why ! This is the first time for this user Thanks for your help !
I am trying to accesss my zoho code
I am trying to link my new website to forward emails to my email zoho web hosting. I receive the below request on my shopify settings. Can you please tell me how I receive this on my zoho account. my email is enquiries@shinebrightcleaninguk.com Before you can enable Zoho Mail, you need to verify your domain. Log in to Zoho Mail and follow the steps provided. To verify, enter your Zoho code below.
Zoho mail access for second user
Hello, how to add zoho mail to a second user? At the moment, it works only for our admin user.
Zoho One setup for a B2C business - do I need to use accounts?
Hi I can see this question has been asked before, but the answer provided is not very clear and a few years old, so I am hoping Zoho One has improved its B2C experience in recent years. Context: - We are using Zoho One for a B2C (interior design, home remodelling) business. - We want to use Marketing, CRM, Books, Projects and other apps - I initially disabled "accounts" as we dont sell to accounts but keep getting errors when setting up projects, books and other features. It seems that the user guidance
Add LEAD to an existing CONTACT
Hello Everyone! Is it possible to add a new lead to an existing contact? We sometimes have people who reach out to us for multiple services throughout the year. I don't want the team to create a duplicate contact for someone who is existing. We typically only convert a LEAD to an OPPORTUNITY (DEAL) when we are able to schedule a service appointment. So, is this possible? I have tried to add a lead to an existing contact by using the related list but it doesnt give me the "+" option. Thank you.
multi organization in zoho one
Dear, i have a zoho one account but have 2 organization in zoho books( 1 from first account and one trial account) I want to upgrade the trial account. I work also with inventory... How to do? What is the best way? Thank you for your advice. Hervé
How to remove Challan Types from Delivery Challan
Dear How to remove Challan Types from Delivery Challan ?
remove the email on my account and replace with a new email
how do i replace the email on my zoho account and place a new email there?
From Project to Weekly Scheduled Email With Link
Let's see if anyone can offer me a solution. I've been looking for a way to achieve this. Summary: Scheduled email w/ dedicated template for multiple clients to review projects. Description: Let's say I have four projects; A, B, C, and D. Each project is dedicated for the clients, so Project A is for Client A, project B is for Client B, and so on. Imagine each project is a few months into project management, so they have various tasks, sub-tasks, milestones, deadlines, etc. What we want is to build
How many agents are included with Zoho One edition?
I'm a solopreneur and wish to empower select members of my community (not employees) with the ability to answer help tickets. The "Light Agent" function does not allow for that. Can you help me understand how my proposed model would work (and how much it would cost) using Zoho Desk? Maybe the easier question is; How many agents are included with the Zoho One edition? I'm bootstrapped and on a very low budget. It's important I have a clear understanding of costs.
Zoho One account
Hi, Our mail id is enquiries@verifitech.com. Need to know how many users can access this account . We got this through nasscom startup. Would like to know the validity of the plan
Zoho forms, no more fields available in second rule
Hello, first of all thank you very much for this powerful platform. A little question about Zoho Forms. I'm creating a form with 2 options of fields: for Particular and Company Depending on the the first Dropdown selection (Particular OR Company). With the only difference the second choice selected (Company) should return additional fields. Rule 1. Particular If Selection is Particular Then Show: Name Email Address Rule 2. Company But when making a second rule: If Selection is Company
Can I create a form where the user can enter record ID and generate a record summary?
I've just created a record summary/template. Rather than have users search the report for the record and then print the summary template, I would like to have a form with a lookup field that allows the user to view and print the record template. Is this possible?
Zoho One E-mail with additional external mail server
Hello, I am testing Zoho One, and have found that the Licensing for Mail does not allow aliases or multiple domains to be used. These features are available in the stand-alone Zoho Mail program. The problem with this is that you cannot use this with the lower license price for One. So, has anyone used an external mail server (such as Office 365) which allows these features, then have this forward to Zoho One, which would then forward out to the Office 365 server. I guess this is similar to how many
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Error: Failure, Invalid or null criteria specified on API Edit
Here is an example of the XML Being sent. I am getting the error: "Failure, Invalid or null criteria specified" I am following from this page: https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-edit-records.html This does not make sense as the criteria does appear to be the correct database spelling. Down below is the example I am trying to make work. $xml = " <ZohoCreator> <applicationlist> <application name='student-record'> <formlist> <form name='Student_Information'>
When will my SalesIQ traffic count reset?
We are now a few days with no Online Visitor map on our SalesIQ. It says we have exceeded the traffic allowance. On what date it should reset for this particular account? Thank you
External person having trouble uploading large files into Workdrive
Greetings, I am trying to use Zoho workdrive in lieu of dropbox for my business as I have genuinely liked using the other Zoho products. My clients are having significant problems uploading large batches of files (often .pdfs) as well as large files in general (often video files). They are uploading from their desktop and at best it is going very slowly and requiring them to break files down into smaller chunks and refusing to upload larger files. Any suggestions on how to fix this or are there upload
Add Tags option missing from new CRM version
I do not see the option to "Add Tags" in the record detail page in the new version of Zoho One CRM. Is there any way to add a tag field to the record detail page in the new version?
This Week in Zoho News - CRM Zen Show Episode 93
Click here for other episodes and more. Zoho News Increased Limits for CRM in Zoho CRM Plus If you are a CRM Plus User, these are some nice increases. 10 validation rules per layout, increased to 25 2 custom modules per user license, increased to 5 20 active blueprints, increased to 100 WorkDrive adds True Sync for Windows (Beta) This creates a virtual folder in windows to access your WorkDrive files without taking up local hard drive space. New CRM Marketplace Apps 13 New Apps Including Mapsly,
This Week in Zoho News- CRM Zen Show Episode 92
Click here for other episodes and more. Zoho News Zoho Ramps Up Global Assistance Efforts with New Vertical Relief Plan Zoho “...is introducing its Vertical Relief Plan (VRP) comprised of programs and tools to assist businesses and organizations in need across three verticals severely impacted by the crisis: Education, Non-Profit & Government, and Retail.” Analytics Updates This update allows for Smart Data Alerts via Slack, Microsoft Teams, and by a Webhook Zoho CRM Date Preferences Users will be
Is Susbscriptions included with Zoho One?
Hi, we are signed up to Zoho One and I was under the understanding that Zoho Subscriptions is included within the price, however when I log in to Subscriptions it tells me I need to upgrade to go live. Why is this please?
Third party access to unattended computers
I'm looking for a way to get my clients whom I have remote support installed on to gain access to their own computers while we are all working from home. At present they have their computers and I can access them but they can't from home. I am looking to have a way to enable this. Adding them as a technician within our subscriptions would be far too costly of a solution and we wouldn't want to grant them that amount of access anyway.
How to calculate the date of the first and last meeting
Is it possible to automatically calculate (using a formula field) what the date of the first and last meeting in Events and the interval from today to the first/last meeting? or would we need to write a custom function?
Hiding old sales orders
Hi, In my sales older tab of the CRM I have hundreds of sales orders sorted by date, is it possible to hide the old ones, so I dont have to scroll all the way to the end to find the orders for the current date?
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