How to change trial ONE to Workplace standart?
Now i have trial Zoho One, it is possible, without waiting end of trial, or without delete account, change this plan to workspace standart?
When making QUOTES/ORDERS my users cannot see ANY PRODUCTS unless they are the Product Owners
I have i huge issue. I am the Administrator User and I added all of the Products to our organization. The Products are Shared with all the users and yet none can see them in order to make Quotations or Sale Ordes The only way that they can see the products is if I make that user the owner of that product.. but again, the other users are still not able to see them, only add new ones I have over a 100 products and I cannot make duplicates for each user, because some of these change prices on a monthly
404 - Error
Dear sir, Please help and support me, my website is https://www.finvalresearch.in, but in services page - start up services page( https://www.finvalresearch.in/start-up-services.html ) is not open, please help me.
Adding permanent text to Leads Module
I need to add our GDPR statement to the Leads Module so our operatives can read it out verbatim to clients as they are signed up on the CRM but I cannot find a means of doing this. Is it possible?
Moving files between dropbox folders
Hi everyone. I have started testing Zoho CRM for potential Enterprise use. I am preparing a use case presentation for my managers. The biggest selling point would be that it can be modified according to our needs. I have hit a bit of a snag here. I am trying to create a script using that would move all files from a single folder to another. Is this possible to do using Deluge script? Additional benefit would be if i could limit the moving to administrators only (eg. employee leaves the company a
Where is my customer data located?
Hi, Please can you clarify the following answer from the FAQs: 11. Where is my data located? The data of zoho.eu customers will reside in the US data centers and that of zoho.eu will reside in our EU data centers. Considering I am registered at zoho.eu, where is the data of my customers stored? Many thanks
Super Admin Password Reset Help Required
Hello I set up Zoho mail for my client: meenakshiammamemorial.com Now my client wants to add more accounts to it, but I forgot its admin email id and password. Tried to reset it but showing an email which I do not recognize . can you please help me to reset it, i own both the domain and hosting.
Mobile apps
My company is switching to Zoho One. In the iTunes App store, there is a One app and apps for individual Zoho apps. Should I use only the One app? Or can I use the individual apps? Does it matter? Thanks!
CRM Report - Sport
Hi, I am new to the world of marketing and have been tasked with trying to work out what a football/rugby club would do some data and insight on. Any ideas from a CRM perspective? I can think of a few things such as Engagement I.e how many emails ate opened, read, printed and on what device etc. Maybe the channel a season ticket was purchased I.e internet, phone etc and the churn rate for not renewing But there are probably some key things missing but not quite sure what. Anyone have some ideas
simple custom field forumla
I am having a hard time understanding the formulas (Im new to this and trying to build basic formulas to learn). In my products, I have created a custom decimal field called "labor hours"I want to create a forumla field next to it that will times that number by 100 (my hourly rate) to give me the total hourly cost of a product. so I would want to create something like Products.Hourly Rate * 100 = $ so if I add 2. 5 in the amount of hours the product takes me to complete, the forumla field should
Interaction with the client is based on his language preference
Since we have more and more company that have client in different language, it would be very important that we can select the client preferences and then we can automatically send email, etc. that we have translate and adjusted based on our preference. Other company offers that and I really need this, because in Quebec, Canada there is a law regarding the French language.
Undelivered Mail Returned to Sender
Hello! I'm testing the contact form in my Wordpress and I'm using Zoho mail as the receiver of these entries. However, I keep on receiving this along with my test form.
Booking Capability for B&B & Day Passes
We run and operate a small B&B that also offers daily activities for day visitors. I am wondering if there is built in "Booking Software" app for ZOHO. If so, where do I find it? If not, What 3rd part choices integrate best with the ZOHO ecosystem? It would be nice for the ZOHO CRM to funnel leads into confirmed bookings. Thank you.
Zoho Generated DKIM Getting This doesn't seem to be a valid RSA public key: RSA.xs:178
I posted the DKIM keys generated by Zoho onto my DNS, but they will not verify. When I enter the selector and my domain into https://dkimcore.org/c/keycheck, the site is able to read that I have keys present, but the site says "This doesn't seem to be a valid RSA public key: RSA.xs:178". Since the DKIM is read by the site, am I not verifying because it's a bad key? How do I generate good keys?
Signing up Zoho One - do I need a Domain Name to trial?
Hi Simple question - a company wants me to sign them up and demo Zoho One to them - they already have their existing Domain Name and e-mail accounts elsewhere. So if I create a new account using a DIFFERENT Company Name or a pretend Domain Name and they like the demo - can it be changed to their GENUINE Company Name and Domain Name after? Thanks for any pointers. Kind regards B
new zoho one pricing
Hi, Im a Zoho One user, I did started with $30 a month billed anually, a great price for the 35-40 apps included. Now the new policy seems to force to buy at least 5 users to keep this price , but what happens when a lot of small business need Zoho One, and they can not afford or need 5 users?, I do understand if Im going alone the price will be $ 75 a month billed anually, is double the price. Comments? one of the main attraction besides the applications is the pricing for any kind of business,
All ZOHO Apps In One Page
Hello! I was wondering if there was any way to get all of the ZOHO apps integrated into one page? We have a few apps added into the CRM (projects and zoho sign); however, we would like to have many more apps in one page so we don't have to switch between tabs while working. Most importantly, we would like to have Cliq in the same page as the CRM/Projects. Any insight would be most helpful! Is this something that you can do with ZOHO Creator? I can't find any examples of what ZOHO Creator is capable
Author and Writer Organization Tools
My goal is to use Zoho for all of my business organization tools. I am currently working on a book and my regular blogging and publishing. Are there any tools similar to FastPencil that organizes different projects/chapters/sections and also provides a word count or word count countdown. Is there a product like AirTable that organizes submissions and writing into one place? Most importantly is the word count countdown (in my case 90,000 words, it would be nice to see how much further to go).
Zoho One Cost
When did Zoho change the pricing structure such that you must purchase a minimum of 5 user licenses? About six months ago I was able to get it for one user which is all I need. For freelancers it doesn't make sense to pay for 5 "employees". Can anyone clear this up for me?
Large customer service database
Hi guys, I am currently trying to find a solution to optimise my time at work. I have a large database of customers that I need to constantly be reaching out to, and making calls and sending emails is not being very productive anymore. I need a solution that allows me to know who to contact next, what are their needs and bulk customers according to the needs so I can address all of the customers that are at the same stage at the same time. Is that something this app can help me with?
Invalid value passed for version
Could someone explain this error "Invalid value passed for version
Is it possible to create an awards type platform within Zoho?
Hi I've been tasked with seeing if within Zoho One, there is a way of building into an awards ceremony event management system, with an area for etickets, judging etc - is this possible? Thanks Ant
Notifications going to junk
Hi It seems that any notifications we have coming from Zoho CRM and Zoho Campaigns go through to junk mail in outlook. It there a work around for this or is there a list of domains that we can white list ? Thanks
Dashboard for Zoho ONE
We would like to create a "Dashboard" on the landing page of Zoho One. Is that possible? The main thing we need right now is for each user's notifications - from each app - to appear on this page.
Gross result
Hello I need to make a report of de gross result or gross performance by client, how would it be done? thanks
Not able to add domain to Zoho one
Dear Team, We have been trying to add zoho mail application to our Zoho one suite of application and have been facing issue and same has been informed to zoho mail as well as Zoho one team through phone and have done remote session shaing with teams for more than 8 hours in last 5 days but of no use and response. Please help us to configure Zoho mail to Zoho one application so that we can use the application as per our business use. We have been struggling and putting times in getting things
Email campaign linked to items sales
How can I create integrations such that I can contact all client who purchased a particular item/service. Lets say I sell torches, and a year after i sold the torch, i want to contact the client to offer them a battery, how would i do that?
MacBook e-mail app
Guys, how do I add my business store email that provided from Zoho to mail app on Mac? what is the Incoming Mail Server and the Outgoing Mail Server? and any is there any information i need to know up next? thank u :)
Valid emails being rejected by zoho mail server: 451 4.7.1 System Error.
Hello I have a bunch of machines that automatically send status updates to my email accounts hosted on zoho. These have (this morning, 30Oct2018) stopped making it through.
Tagging files in teamdrive
Hi there, there is a nice tagging functionality in ZOHO docs - but I miss the same in teamdrive. is it planned to add it - and when? We are about to decide for either docs or teamdrive. I like the new teamdrive UI better but tagging would be essential for us. And I heard teamdrive will sooner or later replace docs. Thanks and regards, Petra
Pure "time field"
I have a data field which needs to be pure time. I could not find such a field in Zoho; only "Date-Time" ; can I implemente this as : YYYY-MM-DD HH:MM:SS like : 0000-00-00 12:15:19 ?
Migrate
Hi, I’m from Mexico, sorry for my English, I have a small business and I was using Filemaker 14. But since I use a MacBook and updated to Mojave, this new system do not open my invoices, and I would have to buy the new version 17 and it’s too expensive for my small business now, I would like to migrate to this data base, I already have an invoice designed, could I use the same design with the same input in Zoho? i read that I could do that or Zoho could do it for me what do you recommend me to
Creating Project under group w/Deluge
In Deluge, I need to create a project in Zoho Projects under certain Groups. What is the Deluge way to access the Group name and ID in Deluge as to create the project there? Thanks.
Add new values to the Pick List
I use picklist for selecting the location of a property. It is very common that there are 100's of new locations that keeps getting added as the development happens around the city.. End user should have the option to add the new location to the picklist in the lead forms which should also get updated in the contacts from the front end itself.. A similar feature is available in Zoho Expense module to add vendor name and category It is cumbersome to keep adding new locatiosn at the back end everytime
Can i add Service Admin in mail
Hi, I'm zoho one subscriber and super admin in zoho mail. Is this possible to add service admin in zoho mail. If yes please guide me.
mail merge and tracking opens
Hi, I'm planning to send a mail merge with zoho's Writer, and I would like to know who's opened my email and when. I found this, but I don't know if it works with mail merge: https://getmailspring.com/setup/enable-zoho-com-read-receipts Is there something in zoho that I can use to know? Or will that 3rd party app above, or another work?
Zoho Projects Mandatory fields
Hello, There is no option to ask for non custom fields to by mandatory. It says this is a system field and can not be touched. I want to make mandatory In tasks the user (assignee) In projects The group The task layout to choose from without default The funcionality allready exists on custom fields why not on system fields also? Have you plans for this?
Zoho ONE, change between several organizations
Hello good day!! For a new line of business, we are going to acquire a new Zoho ONE license, can we change between one organization and another or do we have to close the session of one of them and login in the other? regards
How to display day of the week
Hi, I'm a novice when it comes to Zoho functions, however I'm looking to make Zoho display the day of the week from a field named 'Start Date' and place the day of the week in a field named 'Day of the Week' within the 'Booking' module. Can anyone help please? Thanks
Programming language support in Zoho Store
Hi, I am trying to use Zoho Store to build an eCommerce site and found challenging to implement few things like building advance panel for selecting colors etc. Can anyone suggest when can we expect any programming language support for custom scripts? Thanks in advance.
Next Page