Tag Limit
Hi, Starting to get my feet wet with Zoho. My question; I see there is a limit of 100 "Tags" is that for each Module or a total for all Modules? Plus, if per Module-- lets say I have 500 contacts in one module, can all 500 have the same Tag? Thanks
Zoho CRM Invoice vs. Zoko Invoice
From time to time I'm wondering about obviously duplicated functionality across the Zoho products. Zoho one seems only to be a menu of different applications; it seams that we have to deal with this. We are using the CRM and now looking to use Zoho to
How do you deal with data protection within your company
Hi, I'm struggling with the lazy data protection within Zoho One. Our corporate policy is 'separation of concerns'. Sales take care of the revenue, Development/Support takes care of building the product and helping the customer. I think Zoho is too open
Zoho Books and Zoho Commerce integration --> Product Specs
Hi, I am at the final step of pushing my website online but I am stuck on a step : I am not able to push on the front end all the product specs that I have in zoho books. I do not see to find the appropriate setting for it. Specs I would like to push
Auto combine same items in sales page
I would like to know, if i use a scanner to scanner every item that i need to send, is there any way to combine those items into one line. For example, there's one items "table". When i scan the bar code, it shows table on the order with 1 quantity and
Zoho Tally Integration
Hi, I am using Tally for my company's accounts purpose. I like to migrate all the details which I have in Tally to Zoho One. Once the migration is done, I need the real time integration as well because I will also be using the Tally. For Example: After
Why can't I show my data as Staked Area Graph?
Hi all, I need some help. I have a query table with 3 values. Lets call the values Red, Green and Yellow. I'd like to show these values as "Measure - Actual (Number)" values in the chart editor, I no longer have access to the stacked area charts, only
Case When with Boolean not equal
How can I write a case statement where if something does not equal something - then? Here is what I have: CASE WHEN "2024 Seth Project 1 Item Cat"."Item Cat" != 'INSTALL' THEN ("Sales Order Items"."Quantity" -"Sales Order Items"."Quantity Invoiced") *
Setting up multi-brand portals
I may have posted this twice - apologies if that's the case. We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user
Emails entered workflow but not all emails sent
Hello, I created an email automation and 1107 contacts entered the workflow but after activating the email automation, its only showing 100 emails sent. Why that is so?
site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank you
Unique user Dashboard
Hi We are doing a proof of concept on ZoHo one and use most of the modules. We want to know if each user in Zoho can have a unique dashboard per module.
Resource within Zoho One for Community Interaction
I want to build out a community where members of our subscription program can engage with each other. Not exactly sure what options are there. These are not employees in our company. This are clients we serve and we want them to be able to interact. It
How i can upgrade from zoho crm to zoho one
Hey I have a a question . How i can upgrade from zoho crm to zoho one
Final Project
Hello good evening, My name is Lourenço Prudêncio, I'm 18 years old and I'm in my last year, technical professional course, computer equipment management at the Val Do Rio vocational school in Oeiras, Portugal . My final project consists of using the
I need to send email by Zoho Campaign to users when new subscription is created in Zoho subscription
Hi I want to make onboarding series for new clients in Zoho Subscriptions. I see there is no integration between Zoho Subscription and Zoho Campaigns What did I try: - Zoho Flow between Subscriptions and Campaigns Add workflow (When a new subscription
Creator API criteria lookup field
Im trying to filter by lookup field in criteria: criteria = 'r2l_r_id.display_value=='+ rID; routeToLocation = zoho.creator.getRecords("company","module","module_report",criteria,1,200,"crm2creator"); {"code":3330,"message":"Invalid criteria specified
sales return
how to sales return entry raise
Are there any plans to add Triggers for Subform edits?
By The Grace of G-D. Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?
Default font and size
Hi, I'd like to change the default (normal) font and size when I create articles. How is this done and secondly how do I find out what the current default font and size is for (normal) text.
How i can synchronize users zoho with keycloak
I added SSO through keycloak. But I want to automatically sync users in Zoho with users in keycloak. For the reason that we now have 20+ people, and manually adding them to keycloak is inconvenient. For this reason, I want to somehow Transfer users from
Relationships between portals and relationship between apps
I'm working my way into the Zoho One suite of apps and I have a two-part question about the relationships between the various portals and apps in the suite. 1. Relationship between portals: I've noticed that some of the apps have a portal functionality. However, the portal created in each one seems to be separate from each of the other ones. I can create a portal in Zoho CRM and in Zoho Invoice and in Zoho Subscriptions. They each have a different URL - respectively the URLs are: https://crm.zoho.eu/portal/mybrand/crm/login.sas
error occurred when i try to do any thing
i am just subscribe to zoho one , no function work successfully i got error occurred when i try to do any thing and always direct me ti crm or another app as i am in trail version , i was deleted all organizations i was test it before buying
Can't add user to child department in Zoho People
I have entered our organization department structure, which includes Parent/Child departments, in Zoho People. When attempting to assign Users to a Department the only options are Parent Departments. The Child Departments do not populate as available
Zoho One Subscription Details
Hello Team, I have a question regarding a scenario I'd like some clarification on. Let's consider Company A, which currently has 50 employees using the Zoho One Package, priced at $45 per license, resulting in a total cost of $2250. Now, Company A wishes
need assistance in setting up Zoho One from Zoho Books
need assistance in setting up Zoho One from Zoho Books
Zoho Sheet vs Zoho Analytics for creating customized monthly financial reports as templates not included with ZBooks?
Trying to make a decision as to which app - Zoho Sheet vs Zoho Analytics is easier to use and would get the job done when trying to create some extended customized monthly financial reports with analytics for small businesses?
Downgrade der in Zoho One enthaltenen Backstage Lizenz
Wir erleben gerade ein großes Ärgernis. Seit längeren diskutieren wir mit Zoho, warum man in der Zoho One / Backstage Lizenz keine bezahlbaren Events einstellen kann. Ja, ein einmaliges Events mit der einen Lizenz ist möglich. Wir haben mehrere kleine
Throttling Error 400
Hey, I have to submit thousands of records to Zoho Project using API. But call to create task dependency API causing URL_ROLLING_THROTTLES_LIMIT_EXCEEDED error. Please check the attachment showing the response i got from server. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes". It is stated on zoho projects api help page but i am having throttling error showing message "Cannot
Devis avec PHOTOS
Bonjour à tous, Peut on réaliser un devis en incluant la photo des articles , en utilisant CRM, ou Books, ou Inventory ? Merci pour vos réponses Bonne journée Alain
New Layout Problem
Hey guys, I am experiencing an issue when trying to create a New Layout. I receive a message saying "Sorry, but you can not create a new layout as you have aleready reached the maximum limit of 3 layouts per module." I have not been able to find a solution to this anywhere.
How to see Zoho Campaigns mailing list subscription status for contacts in CRM?
Is there a way to see Zoho Campaigns mailing list subscription status in the CRM Contacts list? I have Zoho Campaigns and CRM syncing so I wonder if I get a quick idea of one's subscription status without switching to Zoho Campaigns and looking for that client there.
Check the input for Product_Details and try again."
Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."
Integration of AWS RDS and Zoho Flow
Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detected
Constant refreshes
Is it just me or do all Zoho apps suffer from not dynamically updating. Across nearly all the apps, I find myself constantly questioning whether whatever item I've just added actually saved because it doesn't dynamically display and so I have to refresh
Efficient User Setup Across ZoHo One Apps (Deluge script?)
Hi - I would like to find out about options for setting up a new user in ZoHo One more efficiently. We use a large range of apps in the ZoHo One suite. At this time, a staff member will sit and manually configure the new user profile one application at
Zoho Projects - how to personalise the client invitation email with my branding?
Its really confusing and terrible, every time we send a client an invitation for the Zoho Project, its all about ZOho. there is no personalized branding. Every time, I send up with a confused client. Who has no idea why he needs to sign up on this Zoho system. How can we personalize these invites?
Sign in / Sign Up
Hello! I want to create custom sign in / sign up form How can I make it? Which zoho desk api requests should I use? How can I make forgot password?
Is Zoho Shifts included in the Zoho One plan?
In case the answer is no: there's any plan to make it available via One? Thank you
CRITICAL [ ! ] Zoho apps do not load / not usable EU
Hello, we experience massive limitations in terms of accessibility (load times) when Zoho apps are opened. The load times are so long that it is not possible to use the apps. These limitations apply to all apps. I am asking for urgent assistance. Thank
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