Language capitalization
Hi, I just noticed in the language dropdown (found in my account page), language are written differently. Sometimes with Capital letter, some time not (español, suomi, français for example). Writing should consistent... thanks
Zoho Books - general opinions and migration from Sage Intacct
I am looking at possibly switching to Books from Intacct and I suppose using Zoho for time entry as well. At first, I was worried about having all of our stuff in one place, but it would be easier. The feedback that I got from employees testing Zoho made it seem like it was a bit tedious to use the time entry function because you had to enter time as it's broken down in the project, so, for example, if you have an 8 hour day split into 12 tasks you have to enter time for those 12 tasks vs just entering
Join us for the Zoho Community Meetup in Netherlands
Hello Everyone! We’re thrilled to announce the launch of Zoho User Groups Utecht, Netherlands. We have an exciting agenda planned for you! This is certainly an event you will not want to miss. This user group is all about the Zoho community. We provide endless opportunities to share and learn with peers from every role, function, industry, company size, and beyond. Join us as we discuss some of the new and upcoming features and functions of Zoho One. Our team of experts will share tips and tricks
課題を同じプロジェクトの他の課題や、他のプロジェクトの課題に関連付けられますか?
JIRAでは可能で、乗り換えを検討中です。表題のとおりですが、課題を同じプロジェクトの他の課題や、他のプロジェクトの課題に関連付けられますか? また、 課題を他のプロジェクトに移動することはできますか?
How to VIEW ALL PROJECTS in a Single Page and Log the Actual Hours
How to VIEW ALL PROJECTS in a Single Page and Log the Actual Hours ? I have tried all the different views but it seems I cannot log the hours in the way that is best for us. in the weekly Log Time view, you have to select the project and the Tasks assigned to you before you can log the hours. (Figure A), which, for us it is time consuming to select every project and tasks for each Row. Figure A: While in the My Tasks View, yes, all the projects and tasks assigned to me is showing, but you can only
Regarding product plan configuration.
Hi, I am using zoho subscription and invoice api to manage customers and invoices. In my project I am using zoho invoice api to create customer invoices every month and I don't want zoho to create invoice every month automatically, so shall I configure zoho subscription product plan as in the attachment to stop zoho by creating invoices every month. If I am doing wrong, what is the right way to stop zoho by creating invoices every month defaultly. Thanks.
Zoho Appears to be Down
I cannot access any web-based Zoho applications at the moment. The Service Availability Status shows that only Zoho People is down. EDIT: As of 9:29 AM CST, Zoho is working again.
Elusive scroll-bars in Zoho
It seems that the scroll bars in Zoho are not only getting narrower (see image), but they are also out of sight most of the time unless you hover over the spot where you suspect it must be. absurdly narrow scroll-bar You have to hover with the mouse in order to find where it is, activate it and then try to grab it. If you accidentally move a bit to the side while moving to the top or bottom, it disappears from sight again. I know many people will find this petty and insignificant, but I work really very
OneAuth App
the email info@mastersredsea.net can not open in browsers or phone and give this messege Oops! You have enabled Restrict Sign in! Open OneAuth App and disable Restrict Sign in. we can not sign in to OneAuth App. too
Eliminar usuarios inactivos de ZOHO ONE
Deseo eliminar los usuarios inactivos de Zoho ONE, solo tengo un usuario activo y me gustaria eliminar todos los demás y las cuentas de correo asociadas a esos usuarios. Gracias.
Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.
Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this
What's new section for whole zoho one
Hi. After few months of following all apps websites (especially What's New section) I can say for sure that opening 20 tabs every week just to check whether there are any new features is quite annoying. Therefore, I would like to suggest creating one, common section for all apps with all news from Zoho One. It's not a big deal but it would be very helpful. Cheers
Totally confused about "MFA"
I am not technical. I don't want to be technical. All I want is to be able to access my email from (1) my PC (2) my iphoneXR. Everything has been working great for months on my old iPhone5 and PC (Thunderbird). Upgraded to an iphoneXR . Found I had to delete the ZOHO app, re-install. That got email working on both devices. Then today I got something about "MFA". OK, so I followed those instructions (not really knowing what I was doing). Now my iPhone XR works but all I get on my PC is: "We couldn't
Zoho CRM MAJOR Bug.
CRM Custom Services does not work as advertised, and it has major implications on the connection abilities of the Zoho platform as a whole (This bug identification came from this much more detailed question that I posed on stack overflow. Check that out in addition to this for more context.) When creating a custom service, which is used to connect to external APIs that are not already a part of it's library, (found by going to settings>connections>create connection>custom service,) you are not able
RESET ID AND PASSWORD
Dear team, kindly reset PSF ID Pradyumn.panwar@bizsupportad.com current pass.- Mandsaur@321, bcz not able to open and login. please request to solve this problem.
What Zoho plan gives me more than one user?
hey, I'm confused. Because it says "We also have a Free Edition which includes 3 free users. With essentials like leads, documents and mobile apps." So, if I have one main account with Zoho Standard - does it mean I can add users for free? And what if I stick to the free version of Zoho... in that case do I get to add free users? What Zoho plan gives me more than one user? (Meaning, one main CEO and say another user\employee) THANK YOU!
Best web for integration with Zoho (CMR/Sales IQ etc) / Wordpress, Wix, Squarespace etc
All, would be pleased to hear if any experience as to which of the standard web builders you have found to work best for integration with Zoho applications?
Connect CRM (or other Zoho One App) to external vendor portals
The company I am working for is in the process of adopting the Zoho One product suite, with immediate emphasis on the CRM module. One of the things they have asked is if the CRM, or one of the other apps, can connect into an external vendor portal (website) and extract data (specifically products and service unit volume, prices, and revenue). I’m sure there is not an out of the box solution to this, but I was hoping that someone on the forum has done something similar in the past and can point me
Assignine new users to projects from One Admin Panel
Hi! We have around 600 active and 500 archived projects and each of them is assigned to one of 9 groups. We have around 80 users right now from 6 departments. Each department manages 1 or eventually 2 groups of projects (50-200 projects per department). We are facing similar problems whenever a new user joins our organisation because we need to assign to him all projects from a specific group but there is no functionality like this for now in Zoho One (we can search projects only basing on their
Holidays
Hi! Could you think about adding predefined list of holidays for apps like People, BugTracker/Projects, Desk, CRM, etc. ? It would be even better if you would add one, central place for importing/customizing holidays for whole Zoho One. It's quite annoying to enter those information in every app especially when it's very standard feature in most of modern software. Cheers.
"Deals" Mail Merge Template not found in Zoho Sign Extension; Mail Merge Template auto-assigned to "Leads"
Two problems related to Mail Merge Templates and Zoho Sign extension. Problem 1: The Zoho Sign extension does not find my “Deals” Mail merge templates (screenshot 118), whereas it can successfully find my “Leads” or Contacts” template (screenshot 119). Yesterday, it worked fine. When I use “document fuse”, my “Deals” mail merge templates are available (screenshot 120) . I tried many kinds of templates for Deals to see if it was caused by the template’s content. It seems that it’s not the case because
CRM field that equals Multi-look up field
Id like to include a multi lookup field on a modules "home" page. the option to inlude a multi lookup is not aviliable. Is there a way to create a single line field that equals what is in the Lookup field so that I can include it in the "colums" Thank you!
Add new listing merged with similar rather than at top
I have listings of Prospects, Leads, Accounts, etc. I would like to add a new listing to existing listings that are of a similar nature to make them easier to find rather than being at the very top. Can a new listing be merged in a row of similar listings? In a similar question, can rows of listings be moved and not have to be listed according to Modified Time?
Workflow & Sales Funnel
Good day, Where can i find training information on how to set up a Workflow, Blueprint or Sales Funnel in ZOHO CRM? Regards Juanita
Converting a Quote / Proposal into a Deal
Hello Is there a way to convert a QUOTE to a POTENTIAL? Right now, if one of my salespeople wants to create a QUOTE he would first have to create a POTENTIAL to then select it in the QUOTES page. I don't see the logic here, this should be the other way around: sales rep creates the QUOTE by selecting the products, and converts it to a POTENTIAL once the quote is sent to the customer, so he doesn't have to work twice for the same thing. Is this possible?
mail templates
Hi, "I have round robin functions"İt is providing to Assigns leads from the lead channels to another user.(Exmp.If leads come from facebook assignt to xxx@xxx user) But System does not detect round robin assigning lead to user. I am trying to when lead came and converted to contact + create deal, I want to send a mail templates with workflows from Deal module but it does not working. Can you help?
Option to enter and sear HSN in bills.
Choosing Vinyl Shutters To Get A Home A sink plays the main material which play key role for our own houses, shop and offices etc. While using the passage of time, sink as well come across significantchanges. Today, sinks are available many sizes, shapes, materials and purposes. Hence, they have classified into various company. People generallyuse sink taps in home kitchen. The main functionality of this tap will be always to rewash the spreaded garbage in the basin without turning off the movingwater.
Creating a vertical Zoho One for Accounting Professionals
Currently working on an idea to create a vertical business management practice system for accounting professionals and their clients using the Zoho One platform. Would love to collaborate with others who are interested in pursuing this. I have attached a file wih an article ouling the concept.
Work flows: can i set a task to trigger another task
If i have a task for person a to review a document, and person a marks it as completed, can the system make a new task for person b to review it? Thanks, Heather
Big problem . Sales person can change product price in Zoho Finace
Dear Zoho Team , After integration between Zoho Books and Zoho CRM , eventhough , users are not allowed to edit pricing on estimate , invoices, sales order in Books, but Sales people still can do that under Zoho Finance section in Zoho CRM . This is very serious. If sales people change selling price , accountant people in Books will not notice.
Update Deal Owners not can not access Zoho Finance items
Dear Zoho team , I ran into this issue, with integration between Zoho CRM and Books , if i transfer Deal ownership from 1 person to another person. The new person can see the list of estimate under Deal , but can not open the Estimate, it indicates that you have no right on it . Could we have options including Zoho Finance items , when change ownership of Deal as well
Delete a record from a custom app if an invoice is deleted from books
I currently have an app that creates records in CRM then triggers an invoice creation in Books. Is there a way for the books platform to trigger a record deletion associated with the invoice if the invoice itself is deleted?
No update in Quantity in Stock Field in CRM - after integration with Books
Dear Zoho team , After many issues with Books and CRM integrations, now we come to 1 more : There is ''Quantity in Stock ''Field in CRM, but after integration with inventory and books, the field is not updated anymore. Only we open the Product details , under Finance tab , it will show Stocks ... But for fast check on list , we need to have Stock field. Is there away to pull stock quantity to a custom field to show it on CRM product list ? Please share me custom function or any workaround ways
Bad link for Manage Users button
When I click "Downgrade" button from https://payments.zoho.com AND select a smaller # than my current users, a tooltip appears with a "Manage Users" button. But when I click that button, the link is malformed. The bad link is: http://one.zoho.comhttps//admin.zoho.com/sredirect?zaaid=687474030&action=users&servicename=ZohoPayments
Why is Zoho Commerce not part of the Zoho One package?
May I get a clear explanation as to why Zoho Commerce is not included in the Zoho One package? E-commerce is a very hot vertical and it seems Zoho should love to have many users on the e-commerce platform which carries their name. I'm curious to know how, strategically, it was decided that Zoho Commerce would not be included in Zoho One?? Please advise.
Make Custome Zoho Bookings URL
Hi I am trying to setup my booking page in my own domain name. I can verify the domain but it seems that Zoho booking is not able to use the subdomain I have cteated. Please advised what is the correct way to create a subdomain and use custom URL with Zoho Booking applicaiton. Thank you in advance.
Multiple Select Custom Field Zoho Projects
We need an ability to add multiple select drop down custom field in Tasks Is that do-able in Zoho Projects?
I want to cancel my account!
I have been trying to cancel my account for 2 TWO days now. I clicked on "close account" and it said to cancel organization. I deleted domain and never had zoho email. When I click the delete button for organization, all I get is this O124:Oops! Something went wrong. Try again later Any idea on how I can actually cancel the account? Or where the heck I can find someone who can help? Thank you very much!
O365 allow more than 10 domains to be excluded
We would like to exclude more than 10 domains in the email configuration with Zoho One.
Create Custom Action Button to Display Limited Form Fields For Selected Record
Is it possible to create a custom action button on a report that will open a pop-up window (or new page) displaying limited fields for the underlying form? I have a large underlying collection form for work projects (30+ fields). When I create reports on certain fields of that form, I'd like to be able to click on the record and be able to quickly edit some of the displayed fields, without having to scroll through the whole form. Basically, the action button should open the form for the selected
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