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?
What do you get when you add a user to your Zoho One account?
Hi, Is there a summary of what all usage limits increase when additional user license is purchased for Zoho One? e.g. does it add additional records for ZOho Analytics, Additional number of customers/records to Zoho Creator, Additional Contacts to Zoho Campaign, Additional Brands to Zoho Campaigns, Additional storage to Zoho Workdrive, etc. Thanks
Time Calculation
I know this has probably already been asked and answered. But I have just recently upgraded to Creator 5. I am a longtime Zoho Creator user. I use a different way in C4 to calculate times. In C5 there is a TIME feature. Is there an easy way to calculate Time fields? Start_Time - End_Time to equal Total_Time All three of those fields would be defined as TIME fields
This Week in Zoho News- CRM Zen Show Episode 90
Zoho News Zoho Adds the Ability to Create Custom Permissions for Extensions Custom permissions are a new type of permission that you can provide in the extensions you develop. Zoho Booking now includes a free version of Zoho Meeting It is available in all pricing plans including the Free plan until July 1st Zoho Social Now Has Facebook Reviews The feature adds the Facebook Reviews column to your Monitor tab Zoho CRM Security Profile Increase The number of roles in the professional edition has been
Using ZOHO ONE software on remotely works.
Hello Our company is PC repair maintenance, but since I stopped all face-to-face work from the end of February, Naturally, the sales were drastically reduced, but I was in pain when Taiwan was SARS. Made a self-restraint decision much earlier than the government For that reason, the back office was realized in ZOHO until now as well as the online operation. I will report here because I have finally made it to the form of online operation even for practical work (PC repair / maintenance). First 1. What
Public Dashboards
Hi All, Are there any best practices/examples of stunning public dashboards that showcases Zoho Analytics. e.g. similar to Tableau - https://public.tableau.com/en-us/gallery/?tab=viz-of-the-day&type=viz-of-the-day Wondering, if we can make these dashboards more visually appealing https://culytics.com/blogs/cu-peer-comparison-dashboard https://culytics.com/blogs/cu-peer-benchmark Thanks, -Naveen
This Week in Zoho - CRM Zen Show Episode 88
Zoho News Zoho Finance Suite Updates for March and April Zoho Inventory Reporting Tags, Desk Integration, Customer Credit Limit & More Zoho Books This is a big update, adding a much needed Vendor Portal Enhancements to the invoice details page Customize layout and print reports and much more Zoho Invoice A lot of the same updates from books and you can now create items with identical names New Zoho Show Templates Released All the new templates include slide layouts, background styles, and slide effects.
getting a sales signal in Zoho CRM when a visitor is on my website
How do I get a sales signal in Zoho CRM when a visitor is on my website
Email accounts switcher layout BUG
Hi There´s a bug in my email accont switcher See here https://tinyurl.com/r9vr2ak How to fix it? Windows 10 Google Chrome updated
Automated email via CRM or Campaigns.
We've been testing sending emails from between CRM & Campaigns, following all their relevant instructions. CRM is far superior in automaton, delivery and engagement for our business. Both can be improved. Any hot tips outside of the manuals to help?
Would this work in Zoho Creator?
Hello, Would this be able to be made in Zoho Creator? A Sales tool where the everything is pre-defined for the sales person. The open up the app, select which products they want to add and based on certain criteria like if 3 phones are selected then automatically add a 3 phone card. At the end work out out a price based on pre-defined prices etc..? Then when the everything has been selected this gets pulled through into a document and automatically creates a quote with this information. Just want
Looking for a simple free/busy calendar to email to my clients
Hi, I subscribe to Zoho One so have access to lots of wonderful apps but I'm struggling to find a simple public free/busy calendar. I book days not small slots and I'm fed up with having to type out lots of available dates all the time so it would be nice to have a link to let my clients know when I'm free or busy.... nothing else. I don't need booking systems & I don't need my clients to know where I am or what I'm doing.... just if I'm free. I've looked at Zoho Calendar and Zoho CRM but neither
Opens by Location Chart not Supported - Map View
I have an active campaign. Click on Recent Campaigns, View Reports. Haven't changed any of the modules. Scroll down to "Opens by Location" module. Location Map the pin (map view is selected. Screen is blank with message of "loading chart. Please wait." Then message of Chart type not supported. (you can see to the left "FusionCharts").
Open Activities- CALL
Hello, My company has multiple instances do to different operations. We are seeing different views for "Calls" and i can not edit the field layout to mimic the preferred view. Image 1 is the one we want, image two is the other view showing that we would rather not work from because you have to actually call before saving. Any know how to fix this?
Zoho not able to send outgoing gmail from Zoho Desktop
I am unable to send outgoing emails from my linked gmail account from the desktop application. The outgoing works fine on the zoho app but not on the desktop. I am attaching a screenshot showing the "Bad Credentials" message. I have reset my password, reset the port settings and still am unable to get emails to go out from Zoho. Please advise. Dan
Mentioning users in Zoho Products
Namaskaram, Zoho Cliq allows to mention a user once per message. But Zoho Projects allows multiple times in one comment. In this, which one is right. If a user can be mentioned many time, then why that is not possible in Zoho Cliq. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Can I have an open meeting that we use throughout the week?
With my whole team working from home, I want them all to join a meeting for the day so I can make sure they are actually working. Yes, this is advanced babysitting, and I wish I didn't need to do this. It appears as if I can only schedule a 3-hour meeting. I had been using a Google Hangout meeting that was open for basically ever in the same calendar invite. Can I do the same with Zoho Meetings?
Site does not render the same on different browsers
I developed my site using the new UI and the Chrome browser. When I viewed my new site in Firefox and Edge, the text did not display properly. For example, I have a paragraph element that contains multiple paragraphs. It displays properly in Chrome. In Firefox and Edge, some of the text displays properly, but some the type size is changed? Any ideas as to whether this can be fixed?
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