Zoho Sites "pages" management page
I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
Does setting and content of the customer's demo account still going on after they buy Zoho One?
Hello, Does setting and content of the customer's demo account [created by a partner] still going on after they buy Zoho One?
Employee Sharing Platform
Hey, I have a group of companies that share employees and crews. I would like a platform where somebody (person A) who needs help can post the job and then other crew leaders can bid on the job (with an hourly rate or something like that). Person A can
Language barrier and impossible support process from Zoho One support
Support for any Zoho One product is proving to be impossible... Long tickets and chats that drone on for simple inquiries, often several requests by Zoho support to re-phrase or clarify perfect, concise questions. After you do so, which takes at least
Flow error "given url is wrong"
when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."
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
Zoho Feedback: User Experience with Zoho One Suite
Hello, I appreciate Zoho’s commitment to creating valuable products, and I'd like to share some feedback based on our experience with the Zoho apps within the Zoho One Suite. Firstly, I feel that the user experience would be greatly improved if the look
Side-by-side feature list, comparing One to other apps?
Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and Social
Zoho Sites - Product Page
How can I make my product page more comperehensive?
Zoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
Guidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a Zoho
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
Calendar View for Zoho Tickets
Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
Zoho Sprints External Licenses
Zoho Sprints is a supposed to be a collaboration tool for project management but only supports 5 external users. The profiles of those licenses cannot be modified and by default, the external users won't see any information about the project. Every epic,
Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
Initiating a SalesIQ Zobot from a custom button on Zoho Sites
I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page
How do I hire employees????
Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,
can a custom module in crm be linked to desk ticket
i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom module
ZOHO should be renamed to ZoSlow. What is going on with how slow it is?
I have looked through all the previous questions regarding speed so I don't need a link to zohostatus page. I am sure it will say everything is fine. I also don't need a normal Zoho response that says "we are sorry for your troubles. We have sent this
Zoho uses unsecure key strength for DKIM signing
With a check for our email infrastructure it came to my attention that Zoho uses an unsecure key strenght for signing email (RSA 1024), which has been deemed insecure by NIST since 2015. I have contacted customer support, but I got the message that they
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
how to sort after priority in Todo
how to sort after priority in Todo? now only newest and oldest is available
Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way
Simple Question...Is it possible to delete cancelled appointments?
During the testing, setting up and later where some customers had trouble, has caused quite a few cancelled bookings to clutter up the List View. Am I missing something in not being able to find how to delete these altogether? Thanks
Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike
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
Zoho One Admin Panel API
Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities
How to create a different type of hierarchy
Hello, I just started with Zoho and I am so confused. I need to create a clients portal and include that on the hierarchy of my portal. So, I need dealers assigned to the main organization (mine) , and clients assigned to the dealers. And those clients
Your SPF records are way too big
It is my understanding that we have to add "include:zohocrm.com include:zcsend.net" to our domain's SPF record in order for all Zoho services to work. Is this correct? SPF records have a hard limit of 10 DNS lookups. When we add zohocrm.com to our domain's SPF record, that causes 9 DNS queries alone! For proof, look at this SPF tester site (it shows 8 lookups, which doesn't include the first one): https://dmarcian.com/spf-survey/zohocrm.com I strongly request that you reduce your SPF record down
How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?
Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
How to generate AWS Signature through Deluge task
Hello Everyone, How to generate AWS Signature key through Zoho Deluge Task. Is there possible in Zoho? Else please do it... Thank You !!! Regards, Subash S | CubeYogi
Any ways we can obtain PageSense Funnel / Goals data - Identity-wise or Visitor-wise
So, we have embedded our custom Identity (by pushing it from the Website) and its being tracked in Session Recordings in Pagesense (Identity-wise). But we can't have that in Goals or Funnels - its just generic data without either being pushed to CRM or
Agriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
CRM integration error - "Record Id not available to update the record."
Hi, I am trying to synchronise my Survey with the records in my CRM but when I look at the CRM sync status it shows me that none of the records are successful with the cause of failure to be "Record Id not available to update the record." - Screenshot
Multiple products Subforms on a Quote
OH that would be great zoho, Yes multiple subforms (or at least two) on th Quote and please the ability to search for e new product thru a Category field. The use case is obvious, a subform for each product categories.... and then on top of that could
Workaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflow
Zoho CRM Ultimate add-on feature limits
Is there an ultimate list of features in Zoho One Ultimate? I am mostly interested in CRM. We are considering upgrading from Zoho one / Enterprise. The pricing page does not tell difference between Enterprise and Ultimate: https://www.zoho.com/crm/zohocrm-pricing.html
Zoho One - White Label
Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
Client portal
Hello, I would like create a client portal where client can access easily: zoho desk zoho books zoho salesiq zoho sign How can create it?
How to give developer Access on Zoho One
We have a few projects for which we are looking to hire outside developers. how do we grant access to an app like flow?
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