Using blueprints with Zoho Sign or Zoho Books
My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE) Examples: -A Potential cannot go to the next stage until a customer has paid an invoice. -A Potential moves to the next
Urgent: dimensions of images
Is there a Help section on dimensions of images used in a Zoho Sites template? I need to replace practically every image, but have no clue about their dimensions
What is the Org Account?
Trying to integrate with Cliq, I'm getting this message. As always (and with good reason!) I fear that this is a one-way and has drawbacks on my current workflow/capabilities/features and other. What is the Org Admin and why would only the Org Admin the
Website hosted on Zoho Sites very slow and unsearchable on Google
Hello. In the past two months we were working on a website on Zoho Sites. We moved from Squarespace where everything worked perfectly but I just wanted more Zoho Apps integration so that was the reason we decided to move. At first we had problems with
How do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? Thanks
Is it possible to change incoming call ringtone in zoho cliq ?
Can we have a option in zoho cliq to change the ringtone of the incoming calls because currently there is a default ringtone setup for everyone in the office premises and there is no option in zoho cliq to change it . So Is there any future plan to add
Which module best for venue event management business
Good afternoon, For our venue event management business including catering we are trying to determine the right module to support our business operations. I have been looking into several modules such as: - Backstage - Bookings - Event Management - Meeting
Recruiter's Assessments - Weighting
The candidate assessments are really helpful, as you can add question types, weightings and specificy whether a qualifying question etc. I need this same functionality within the recruiter's assessments too. I have a bunch of essential and desirable requirements
use the contents of a note in an email template
Dear readers, I would like to add the contents of a note inside a mail template I can send automatically with zoho Recruit. The use case is as follows: 1. A candidate is submitted to a client 2. the client rejects the candidate 3. The status of the candidate
Fake Subscriptions?
Given that Zoho Commerce can't sell subscriptions, I'd like to know if we can create non-inventory items for subscriptions, and then once the buyer checks out, somehow capture that event and create an actual Zoho Subscription using API's. In effect faking
Meeting Agenda App
It would be perfect if you had an app for meeting agenda. Specially if this could be embeded in the CRM or stand alone even for inhouse real (not online meetings). We yous zoho meet with clients and we really need something like this. Check the https://meetingking.com.
Tasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks from
Zoho recruit not parsing linkedIn jobs
We have set up our resume parser and resume inbox. It works for our career site and Indeed but when we post a job on LinkedIn and add the job mail provided for us it always fails to parse, giving the error parser failed. Please we will need assistance
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Addition charge for zoho recruit
We have asked for only 4 accounts in the past for staffing version of zoho recruit. I see it is charged for 12 users. Can you please correct ? Now we would like it to be reduced only to one account and that should be for admin account
Interview invites automatically sending
We arrange interviews for our clients and track them within Recruit. We don't send interview confirmations via Recruit because we can't add external interviewers. When I save the interview, it asks if we want to send a confirmation... we click Do Not
Is ZohoOne capable of sharing documents / files with external non-team members?
Hello, I'm a new user to ZohoOne and I want to know if there is an element with it that allows me to share documents or audio files with my clients, who are not part of my ZohoOne account. Is there a way for me to have a collection of files that external
Backorders
When have over 100 suppliers and 10,000 inventory items. Therefore when we key a sales order multiple suppliers will be used. 1. Our issue is we cannot use the backorder function as it literally places the whole order on hold. The purchase order does
How to add more than one contact at a time.
I'm looking to send a form to an existing customers which will enable them to register up to five members of their staff for some training. There is already a CRM Deal, Account and Contact. This form needs to be sent to the customer so that they can
Employee Birthdays?
All employee birthdays are entered in their Zoho One user accounts. How do I get them to show up on the Zoho One calendar?
Customize Zoho Checkout Page for Paid Bookings
I see that the checkout page is a generic "bot created" template in zoho checkout. Is there a way to assign one of my templates to the paid bookings checkout process?
New Sync functionality does not Sync back Opt Out information from Campaign to Recruit
Some two weeks ago we were moved to the new Sync functionality. The new functionality offers an option to define a different Opt Out checkbox than the Email Opt Out. This is a good improvement since opting out from a Campaign Newsletter is not the same
One-Time Task Boost | Aggravating Customer Support
So this is really irritating. I screwed up and set something up wrong, and it resulted in my blowing through 1/3 of my tasks in a 12-hour period. Duh on me. I ask if I can buy a one-time boost in tasks, and it takes the better part of a month for them
SPF for Zoho One Apps
Hi we have zoho one and over the years we kept adding zoho to the spf record, but i'm unsure if we have to add all of them, he have eu.zcsend.net, zohocrm.eu, public.zohoforms.eu, eu-sender.zohobooks.com, one.zoho.eu, transmail eu, etc... Do we need to
Include a re-submit button for unsuccessful subscription payments.
Our subscription is paid by a credit card that pays for lots of things and occasionally will become overdrawn, commonly whilst waiting for deposited funds to clear, resulting in an unsuccessful payment. This is more prevalent when we are short-staffed
CommandCenter Troubleshooting
Hey there, My team and I need help troubleshooting our CommandCenter journey. Let me walk you through it: My team and I have created a pipeline follow up journey in CommandCenter. Specifically, we created a 'Quote Sent- Follow Up' campaign. This journey
Mac OS Sonoma - Adding Web Apps in your Dock
I'm testing Mac OS Sonoma before deployment across our organisation and found one of the most useful new features may have a significant bug - Web Apps on Dock The new OS allows you to convert a webpage e.g. YouTube to an app like render once added to
Unified task structure
If Zoho truly wants to make Zoho a business operating system, it is critical that they adopt a single task structure across all of their apps. While I appreciate you can have a unified view of apps, that is very different from being able to create a task
Invite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which contain
Resync Accounts and Contacts on Finance Suite integration
Greetings everyone! I found myself in the next situation: My customers list is already uploaded on Inventory and their subtype may vary between Individual and Bussiness. When Finance Suite integration was enabled with Zoho CRM there was the following
Reduce number of users
My current Zoho One subscription has 4 users. Upon my next renewal, I only want to renew for 2 people. Please explain how I do that. Thank you.
Zoho License packages
I need a package for Zoho One that better fits our requirments and its cost-wise. Currently I have 16 licences but I need to have 5 more without the cost rising to the roof. Please provide us with further information with the subject.
Site Builder not loading via shared Link
Hi there you lovely people! :) I can use the Site Builder from my Account, everythings fine, loading perfectly. But the Site Builder is completely blank, when I open it via shared links. The login window showes up, I logg in, but afterwards there is just
Can you not track opens for emails sent directly on Microsoft Outlook?
Hi everyone, Am I right in reading that it is not possible to get all the same tracking capability for emails sent from Outlook with the IMAP integration? I can see the email sent under the account but not whether someone has opened it. Are there any
Domain not authenticating
We have verified all the settings are correct with mx toolbox but still cannot get your authenticator to see DKIM key.
Remove unwanted messages from ticket
Hi when I submit a ticket it comes with other info as well. Is there any way to remove it?
Dynamic Attachments
In Marketing Automation journeys, when creating an email, you can add "dynamic content" - in other words, you can add specific paragraphs, images, buttons, etc. One thing that isn't available is the ability to add "dynamic attachments" - a different attachment
Designation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
Unified what's new section
Personally, as a consultant for some clients who use Zoho One, I find the way I receive information about updates for individual Zoho applications to be quite convoluted. In some cases, the link is within the application, while other times I need to do
Franchise Like Structure
We are building a company that certifies consultants in a form of community based Impact Economics. We currently use Zoho (at the holding company level) and would like for each certified consultant to also use ZOHO One to run their businesses. Each consultant will be running their own private company, however, we would like to use the following applications across the entire platform of businesses. Connect Cliq Meeting People Showtime Is there a way to set it up so that each certified consultant
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