Be careful if you want to purchase zoho one

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• Connect with Zoho users from your industry, virtually!

  A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas

• Feature update: Advanced security settings

  We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists

• Recent Topics

• CRM to Desk Contact Sync Issues?

  Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.

• Microsoft Teams integration in Zoho Apptics

  Good app monitoring is not just about collecting data. It is about making sure important updates reach the team in time to act on them. When an app crashes or a user shares feedback from within the app, teams should be able to see it promptly without

• Marketing Tip #28: Increase buyer confidence with visible social media links

  Your social media pages are often where customers go to “double-check” your brand before buying. When visitors can easily find your Instagram, Facebook, YouTube, or LinkedIn from your store, it builds trust and makes your business feel more real and active.

• [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

  Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across

• Customer Message Edit/Delete Function & Backend Visibility Inquiry

  目前客服已发送的对话支持编辑和删除功能，请问在 Zoho 系统后台，是否可以查看客服具体发送了什么内容，以及删除或修改了哪些信息？如果无法查看，这个功能是否可以通过设置关闭客服的编辑和删除权限？如可以，请告知具体设置路径。 Currently, customer service agents are able to edit and delete messages after sending them. In the Zoho system backend, is it possible to view

• Google Drive API 403 PERMISSION_DENIED from Deluge custom function - OAuth connection not recognised

  Hi all, I've built a custom Deluge function to route Zoho CRM Account attachments into specific Google Drive subfolders based on filename prefix. The CRM API steps all work correctly, however our first Google Drive API call (listing subfolders via drive/v3/files)

• Supercharge Your Zoho Billing Workflows with AI Using Zoho MCP

  What is MCP and how does it connect to Zoho Billing? If you've ever wished you could just tell your billing software what to do without clicking through menus, running reports manually, or switching tabs every five minutes, that's exactly what the Zoho

• Automation Series: Notify Admin When User Accepts an Invitation

  In Zoho Projects, a portal is an organisational-level workspace where user can manage multiple projects. To join a portal, a user will have to accept the portal invitation. However, it is important for admins to be in the loop when a user accepts the

• Knowledgebase SEO

  We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

• Mail Merge preview won't load

  Hello! One of our users has not been able to use mail merge templates in CRM as the preview screen does not load. We have many templates for one of our custom modules and the users are used to this feature and have been using it for years without any

• mask Customer phone number and agents cant see customer phone number

  Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution

• Record-Level Cliq Conversations Inside Zoho CRM

  It would be extremely useful to bring the Zoho Projects + Cliq conversation experience into Zoho CRM records. Today, in Zoho Projects, each project or task can have its own related chat conversation through Cliq, allowing team members to discuss that

• Introducing note actions and dynamic visibility in Kiosk Studio

  Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields

• Logging Calls not working

  For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings

• How do I filter contacts by account parameters?

  Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

• Data Import into Zoho Forms

  Hi everyone, I am migrating several Google Forms into Zoho Forms. I can recreate the forms, but I also need to bring over historical response data currently stored in Google Sheets. I want to keep using that data inside Zoho for analysis, reporting, and

• How Can I Clear Deleted Members and Free Up Their Storage?

  Can we remove these deleted members and free up their storage?

• Pro rata holiday allowance for variable part time employees

  We have some part time staff who work variable hours and their holiday allowance is based on pro rata system. In Zoho people is there any way to calculate their holiday allowance based on actual hours worked? I.e. worker is entitled to a pro-rata amount of 5.6 weeks holiday, which is equivalent to 12.07% of hours worked over a year. So part time staff's holiday is accrued at a rate of 12.07% per hour worked. Thanks

• Zoho Bookings - Provide Appointment System ID in Zoho Flow Variable

  Hi Bookings Team, It would be great if you could provide the system record ID for appointments as a variable in Zoho Flow trigger outputs and Fetch Appointments action. This would allow us to create a dymanic URL which can be clicked by a staff user to

• Understanding tasks

  So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks

• How to transfer files from Creator file upload fields to CRM file upload fields

  This article describes how to transfer files from Zoho Creator file upload fields to Zoho CRM file upload fields. I'm posting it here because the current documentation does not fully and accurately describe how to do this with certain file types (PDF,

• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

• ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

  ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

• Make Task ID and Issue ID columns filterable like all other columns

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the Task ID and Issue ID columns in Zoho Projects list views. Current Limitation: As of now, in both the Tasks and Issues modules, almost every visible

• Improve Back Navigation (X Button) Inside Nested Milestones, Task Lists, Tasks, and Issues

  Hi Zoho Projects Team, We would like to request an improvement to the X / close button navigation behavior inside milestones. Currently, the milestone area behaves as a nested hierarchy (tree structure): Project → Milestone → Task List → Task So when

• Add a way to connect Log360 Cloud logs with Zoho analytics

  Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho

• Extend GitHub Commit Integration to Tasks in Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects

• Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

  Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

• Bank Fees - Allow User to Choose Expense Account

  Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like

• Attendance Kiosk Mode for all Employees

  Is it possible to assign a tablet (ios/android) so that all employees can check in or out using a simple QR code? If not would it be possible to integrate attendance with a web app that also has a tablet app that works in kiosk mode? If yes can anyone recommend such an app?

• How can we get payment status updates for payment links in Zoho Books using webhooks?

  When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?

• Total Saving in POS Screen

  Displaying the Total Saving in POS Screen, while adding the items before before recording the payment. Customer wish to know this total savings before making the payment (i.e., before recording the payment). Currently we can able to view this total saving

• Challenges with data consistency when integrating Zoho with other systems

  In setups where Zoho (CRM/Inventory) is connected with external systems like eCommerce platforms, maintaining consistent and reliable data across systems can be challenging. Some common issues that tend to come up: Product data mismatches (variants, pricing

• Multiple Pricing for single item

  We are doing billing based on batch number. We required multiple Price for an Single Item based on Batch. While billing the POS should fetch the price based on batch. Whether this could be done ?

• This campain is on hold

  Trying to start a Zoho Campaign for our company but the error message when we try to send it out it this: This campaign is on hold Our compliance team needs additional information about your sender domain address. They'll reach out to you shortly via

• Blueprint transitions on locked records

  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Sales Ordes removes TAX at random for some or all prodcuts, even after creating it

  Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be

• Turning off self view in Zoho Meeting

  Hi Is it possible to turn off/hide self view in meetings?  Cant see any options for it. Thanks

• Please add Deluge code editing for Forms

  Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.

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