Zoho One- CRM's Blueprint
One single app to access all your data - ZOHO ONE Zoho One gives you the 360- degree view of the users in a single tap. Every organization may have several processes in place. Every process might be handled by different teams. Also, each team will be responsible for completing each stage. Having this in mind, we at Zoho One offer you the CRM- Blueprint which dictates how these processes should be executed. You might follow some process offline which is not captured in your software fully. There
Reset Customer's password
How can I reset the customer's password?
How to sum data where the given date is between two other date fields
Hello, I am trying to figure out the combination of query tables and aggregation formulas that will accomplish what I am looking for. I have a table of events that have a start and end timestamp and a value. I need a chart that shows a list of dates on the x axis and sums the values of each row if the given date is between the start and end timestamp. So, if my table looks like this Start End Value 1/1/18 1/3/18 100 1/2/18 1/4/18 200 I would like a chart that shows dates 1/1/18
How do I start a meetup group
Hi, I would like to start a meetup group in Dublin, can someone point me in the right direct to create and start the group
Emails disappears in the inbox. Please help me get them back.
Currently I use free Zoho email for my company. Our staff has mysteriously lost the last six weeks of her emails. From 14 June, 2018 to 7 August, 2018. This is pretty serious, since come contracts are among them. Is there anyway to recover them. Her email: outbound@toptravelvn.com Thanks you so much.
Move all Setting from Gmail to Zoho Mail
Dears, We need to Migrate from Gmail to Zoho Mail, So can we move all old emails with all contacts, settings, flyers, labels, folders...? Thanks and best regards,
Date deluge script
I would like to add into my script that once it updates a field to also add the date to another field that this action took place. I have written a button code for this before for date and time, but not a script for just update the date any help is appreciated
Custom Applications-Zoho One
Zoho One assists you in creating applications to suite your requirements. This enables you to build your customized application. This can be done by Custom Apps (powered by Creator). Zoho Creator has a powerful workflow automation. Create apps for the web and mobile, or start by customizing pre-built apps from managing logistics to sales, to distribution, you'll find pre-built solutions that cater to every aspect of your business. Custom App lets you create personalized applications using a simple
Referral Tracking
I have many customers and I want them to be able to refer others for my services. I need my current customers to be able to email the friends and family with a link in the email that sends their invite to a form that pre-populates a field to track the referer. I was thinking about trying to accomplish this with Zoho creator but not sure how to go about it. Any ideas would be greatly appreciated.
Integration of Slack with Zoho One happens how?
I'm seeing that there are 10 or so Zoho Apps for Slack but we're using Zoho One and aren't going to pay Slack for the upgrade necessary to add so many apps. Is there not a single App between Slack and Zoho? Must we use the CRM, and Books, and Projects, and, and, etc. Apps??
Technical questions for a client,
We have a client with the following business need : Since they are in TELECOM business, they provide to their clients: Routers - either SALE or RENT (paid or included in a subscription) One client will usually receive 50-200 routers (B2B) but also B2C where 1-2 routers are sold/rented. One router will have one SIM card inside, which are activated. And for a SIM card, they need to associate an IP. So, for routers, we need to know which are sold/rented (and to whom) / available. IPs need to be in a
Upgrade Plans for specif products
Hello! It can be an interesting opportunity that it is possible to make a higher payment to acquire greater functionalities of some products, for example: CRM Entreprise instead of Zoho Professional plan. Thanks
Script to disable a button
I need to know if I can gray out or disable a button
script function
i want to write a function to invoke an URL but i want an if statement to precede it
Security Policies
Hurray! We are one step ahead!! Every business enterprise has diverse needs and requirements. Zoho One is one such software solution which can be just right in such a condition. This wise thing to do would be to customize the system for all your unique requirements. With Zoho One you have the complete administrative control. Zoho One has two types of Administrators: Admin : These admins have access to all applications and can also enforce org-level security policies. Service Admins : These admins
Send Mail on a set day of the week from Zoho CRM
I want to have an email with an embed Zoho Survey sent on a set day of the week say 8am on Saturday From a set of my Zoho CRM Leads So every Saturday at 8am those leads flagged to be Surveyed will automatically have a templated email (with survey link) sent to them. About 200 every week. What I have Tried. 1) Using the Automation Schedules in Zoho CRM I have a deluge script that will fire at 8am on Saturday. The Script will query the flagged Leads enter a For each loop and set a field "Send Survey"
Formula Function for a specific Picklist
I am using a picklist field which is 'committed time line' which has values (1,2,3,4,5,6,7,8) weeks. What I want is , if a person selects '1' then the formula should return current date + 1 week and so on. I am unable to use the formula effectively. Need your help to the soonest . Thanks.
What is Zoho One?
Welcome Onboard, I'm all excited to talk to you all today. As businessmen, you are the decision makers. Initiating with a business idea, setting up the business, understand financial options, decide on your business structure, register your business name, create a website, etc. All of you handle day-to-day operations along with doing your sales, marketing, accounting, etc. With all this, productivity is the key. If you want to be more productive, you need tools to simplify and automate your business.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Having issues with an account that was created during Free Trial but was
later "Re-created" after purchase
Hello there guys, I'm having a serious issue with one of my accounts given that it was used during the "Free Trial" of Zoho One Apps and then after purchasing I'm facing some issues assigning this particular user to certain Apps, for Example Zoho Sites I've attached a Step by Step description of the error so you guys can see what's going on: Step 1: Log Into Zoho One to give Administrative Privileges Step 2: Give the user permissions/Access to Zoho Sites Step 3: After being assigned to Zoho Sites,
Outlook Plugin (32bit) does not sync
Hello, I am attempting to use my own Zoho Calendar in Outlook 2016 (32bit). I installed the https://www.zoho.com/calendar/39746644/ZohoMail-SuiteSync.exe plugin. Logged in, it shows my team's shared calendars, but not my own. Of those team calendars which it shows there is only one where it shows the actual items in the calendar, for the others it only shows the calendar name. Also, the login-window stays open always,and after restarting Windows it does not remember my login credentials. I have reinstalled
Validation rule for special characters
Is there a way to create validation rules to prevent special characters from being entered? I want to make sure people dont mess up account names with special characters such as periods, commas, quotation marks or other junk.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Sumo Integration?
Any update for this: https://sumo.com/? Thanks!
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