Introduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
Light Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.
Updating a contact record's multiple select field
Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email" (including the quotes) but the flow returns an error requesting a jsondatatype. I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field with Zoho
Need Help with Zoho CRM Integration
Hello everyone! 👋 I'm currently in the process of integrating Zoho CRM with an Android gaming website focused on Fire Kirin Game. While everything is progressing smoothly, I'd love to get some expert input to make the integration as efficient and seamless
DORA compliance
For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in
Selling a product consisting of several components
hi all, I have a small issue with inventory items, I am a perfume company, and my product consists of many items, how can I manage this, from purchase the items and convert them to be one item ready for sales - using ZOHO platform ..
Zoho One Apps is not populating once clicked
Hi Support, The Apps Menu button (corner right next to my profile) is not loading. It keeps flashing but nothing is showing up. When I type quick in the search bar to locate quickbooks, it continues to flash with no apps shown. Thanks
compensation module - salary - No decimals allowed regardless of currency
In the United Kingdom we have calculations in GBP which has figures to 2 decimal points. When using either the basic salary or using the CTC with benefits etc. It will block any upload or entry which is not a round number! I have advised Zoho One and
"Super Admin Login as Another User" for Zoho One
Dear Zoho One Team, We would like to request that the "Super Admin Login as Another User" feature be extended to Zoho One, allowing Super Admins to access user accounts across all Zoho One applications. We understand that this functionality is currently
Admin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
Top Menu Disappeared from Blog Page
Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
Zoho Projects - Give Project access to developer (external)
We have a client using Zoho Projects and would like to invite several external users and assign the Projects because the Project tasks are outsourced to other companies. What is the best way to give access to external Users and is there any limitations
Centralized Organization Information Management in Zoho One
Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires
Zoho CMR - How can we remove Public View in any module ?
Hi Zoho How can we remove some Public View in any module (or one by one) ? I read something about hiding but that's refers to Creator and I'm not there yet. :) Thanks! Robert
ZohoOne suite
Hi, i am trying to set service for managed service offerings, I was wondering if there was a way to manage that? I would be the service manager and have a company I would be managing as well. any help would be much appreciated. I have seen that different
Zoho Accounts and Book Keeping candidate required
Urgently required data operator who can do following tasks: Purchase Bill Entry Sale Bill Entry Bank Entries Cash Book entries 40-75 entries per days
Zoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
Automatic Department and Employee Sync Between Zoho One and Zoho People
Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
Multiple Organizations w/Books
Does Zoho One allow for more than 1 organization in Zoho Books? I see my default company says "Zoho One Enterprise"next to it but another company says "Trial". We have one company, but multiple lines of business that we keep separate for various financial
Issues with certain CRM, Desk & webhook blocks in Guided Conversations
Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
Zoho One Groups and Departments - how are they used ?
I've seen that Zoho One has the ability to create Groups and Departments, however they don't seem to do anything ? There is no ability to pick up these same groups in ; Zoho Analytics, Zoho Forms, Zoho Vault for just starters . Why aren't the Zoho One
Download pricebook products & details - not just pricebook creation date & name
We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me
STOCK COUNT - How is this even possible
Dear Zoho One, We have a lot of products from Zoho but I really don't understand this. We mainly use ZOHO FSM with ZOHO INVENTORY because we are in service and maintenance for electric charging stations for cars All employees of Zoho FSM have their own
How to use CRM custom button and client script?
Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-Side
Option to Upload Employee Picture During User Creation in Zoho One
Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: Please
Automatically Create Mailboxes for Existing Zoho One Users in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting was
Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is over
Is Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?
Is PageSense included in Zoho One?
PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as
Shopify sales orders creating a new account in Zoho
Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attaching
Zoho One for Multiple Organisation under a Parent Company
Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia. Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/
Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
Can I add external account to Zoho PageSense?
Hello, I would like to ask you about adding external users to projects in Zoho Pagesense. I can add only users from my organization. Is any solution for adding as we have in The Zoho Projects clients accounts?
Como puedo mover un prospecto "Cliente" de modulo
Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"
Leave request for 0 hours is registed as 24 hours
I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a
Integration with Woocommerce
Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ? Thanks.
Se puede mover un Cliente de un modulo a otro personalizado
Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al
Zoho Support - Again!
I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response
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