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
Multiple Organisations
HI we are fairly new to the Zoho platform. So far we love it. WE were wondering if there is a possibility to run multiple organisations under one account. We have more than one business and would like to have it all under Zoho. We have some users like the key management team that work for both organisations and some staff dedicated to one organisation only. Just seeing if there was a way to have multiple organisations setup under one account so that key management team could have one login to deal
New User Password
I have added 3 new users to Zoho One and have chosen to have their password generated automatically. Next, I have sent the email notification for them to join. Where is the password? Why is it not sent in the email with the invitation or in a separate email? I have had to manually go in an reset the password and email it to them directly. I'm not sure why this is. Shouldn't they be able to get in on their own once an invite is sent?
External Users
I have two of my employees that are listed as external and I can not get them into my org... How do I get them to be part of my org? I sent them an invite and they could not accept it. How can I find out what other org they are a member of and how do we delete that org off their machine.
Global notification
Hi, I'm trying to figure out how notifications are managed globally in Zoho One. Here a current example I have: We are creating Estimates in Zoho Finance Module of the CRM. Estimates needs approval. The problem is that as Approver, I don't get notifications when I'm in the CRM, or Campaign or other part of Zoho One. How can I get these browser notifications from anywhere in Zoho, from any App ? I don't need email, I have enough email already ;) Regards
I want to change the super admin I'd of Zoho One.
I have purchased Zoho Mail for 10 users and it's super admin i'd is info@folkaholidays.com. After few days I have purchased Zoho One for 1 user with same super admin I'd then after my 9 users in Zoho Mail is got deactivated. What should I do please let me know.
NO PUEDO ACCEDER A MI CUENTA
Buenos días, al intentar ingresar a mi cuenta, se queda procesando y no ingresa a la cuenta, al parecer solo sucede en mi computador personal... en otros pc si puedo ingresar.
Automated meeting planning as Calendly.com
Hi, With Zoho, is it possible to create a reservation form for telephone appointments according to a schedule? As proposed by the Calendly.com website. Thank you
Contract Management
I would like to know if among Zoho's products there is module to manage contracts. The key requirements I am looking for are: (1) to have ability to create contract template (add new fields), (2) to customize contract flow (3 or 4 confirmation steps with providing rights to accept or reject contract), and (3) to attach documents. Does Zoho offer anything like this? Thanks in advance Gvantsa Kvlividze
ZOHO-One not as useful as one might think (for "Solo-preneurs")!
For single accounts it is not possible to collaborate with free-lancers, or clients on projects (or other ZOHO modules that are included in the ZOHO-One bundle). This is a statement by ZOHO: Based on this we can proceed with the licensing of 1 employee for your company, however please note that a single Zoho One license will give you access to only yourself for all Zoho Apps. So if you need any other person apart from yourself to access any Zoho Apps within your Zoho One account, then you will also
CRM Sales Order
Hi Support, I need to add an 18% service charge to taxable product items on the CRM Sales Order as well as the sales tax. What is the best way to do this? Thank you in advance for your help. Pam
Zoho One Groups
What is the difference between Zoho One Group and Zoho CRM Group?
How can i remove specific application like ZOHO Desk from ZOHO one ?
Hi i am unable to access zoho desk. and "404 page not found" error display on screen while try to access the app. so i want to remove it and re-install/add it to my account .
Crowdfunding
Please tell me we want create Crowdfunding system. Can we set up crowdfunding using by zoho apps? For example zoho sites and zoho sign? Any ideas or still using by zoho apps, we want. Thanks a lot.
Integrate Zoho with voice based applications google assitant, Microsoft Cortona and Apple Siri
Are there any plans for Zoho to with voice based applications google assistant, Microsoft Cortona and Apple Siri? Sudheer
Contacts question
I am a little confused about how the contacts in the different apps interact with each other. I assumed that if I added a contact in Zoho Contacts Manager that it would automatically show up in the contacts tab under Zoho CRM. When I look at the two it appears as though they are not related and I have two sets of contacts. My question - is this correct? Is there a way to sync contacts across all Zoho apps? Thanks in advance for clarifying this issue for me.
Unable to access zoho desk application
Hi i am facing error message displayed below while try to access ZOHO Desk app. User ID: 60001433322 please help me as soon as possible. Looking to here from you . Sorry, this page doesn't exist. Please check the URL or go back a page. 404 Error. Page Not Found. Thanks
Totals function
Hey, I am trying to write a custom function to calculate Quote totals to include at the Deal level. Here is the function: https://www.zoho.com/crm/resources/tips/functions-grand-total.html RelatedQuotes = zoho.crm.getRelatedRecords("Quotes", "Deals", potId.toLong(),1,200); //info RelatedQuotes; total = 0.0; for each ele in RelatedQuotes { grand =ifnull(ele.get("Grand_Total"),"0.0").toDecimal(); total = (total + grand); } mp = map(); mp.put("Amount", total); update = zoho.crm.update("Deals",
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