Can import knowledge base articles from .CSV file to Zoho One?
When I exported the articles from the previous provider, it sent only a .CSV file of our CaseFox software articles. So, can I export the articles through .CSV format?
Zoho One vs individual products
I'm looking at a few Zoho products and have a question about them. I like Zoho CRM, Assist, Meeting, and Sign for example. Being that I'm a one-man operation I would only be buying one license for each of these. Zoho CRM Enterprise is 45 a month, Assist is 15.00 a month, Meeting is 10.00 a month and Sign is 24 a month. I see that Zoho One offers enterprise class features but of these four only CRM and Sign have an Enterprise level subscription. If purchased individually all of these would
Zoho Sites - 2.0 Licensing and Zoho One
Hello All, We'd like to test the new features of the new / future Zoho Sites 2.0. It is now in trial. The pb is we don't know what the licensing will be when you have a Zoho One license. If it does not fit our interest, we're not going to invest time
Traoner Central not accessible ...
Any Chance to fix this problem within the next hour ... if not, I have to cancel my session ... thanks for a quick response Ignaz
CAN'T DELETE ORGANIZATION
Hello, We don't use zoho anymore. We have made all our backups and now we want to close and delete all our accounts. When we want to delete it, we get this error. O124 : Opps! Something went wrong.Try again lat Sincerely regar
DPA
How long does it take for Zoho's legal team to sign a DPA? Cannot be that difficult, can it? But as with Support, you never get a reply - or even action - without following up. Initiated the process two weeks ago - and not without hassle at this stage
Help me downgrade from Zoho one to Workspace (mail, office, drive) for all my users.
Help me downgrade from Zoho one to Workspace (mail, office, drive) for all my users. I want to be sure I follow the correct process. I have no critical data on anything other than Workdrive and Email at present.
Change a user's e-mail address.
Hello, how are you? I have a question about whether I can edit an email address to change its name. If it can be changed, would you help me to change it? Or what would you remind me to do to change the email address so that I can create the mailbox. The
Enhanced Login Failure Analysis in Zoho One Admin Panel
Dear Zoho One Support Team, We are writing to request an enhancement to the Zoho One Admin Panel's user management capabilities. Currently, the panel provides limited insights into login failure attempts, making it challenging to troubleshoot user access
Assistance
Hi All, I'm a newish Zoho user and at present there are only the two of us. We are about to start growing our team but I want to have Zoho setup and running before bring on new personnel. I'm loving the Zoho platform but I'm frustrated that I don't have
Unable to delete a function
1. This looked promising, but it's not available in our One subscription, even to superadmin https://www.zoho.com/crm/developer/docs/functions/delete-junk-functions.html#:~:text=To%20delete%20functions%2C%20Go%20to%20Setup%20%3E%20Developer,delete%20up%20to%2050%20functions%20in%20one%20go.
Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
Custom Domain for all of Zoho One?
Is it possible to setup a custom domain that would cover all Zoho One apps? Something like zoho.mycompany.com but would work for all apps so I don't have to setup custom domains for each app? FutureX
Email Deliverability from Zoho
Microsoft is flagging one of our email addresses (quotes@xxxxx.com) and stating we are spamming from it (more than 30 emails per minute). We only use this email send emails from DESK and BOOKS. The ip address they believe it is being sent from is: 136.143.188.8
Persistent Issues with Zoho ERP
Dear Zoho Team, I run a textile trading business and have been using Zoho for the past year while also maintaining my previous software due to initial uncertainties about Zoho's performance. Despite investing significant amounts in customization and license
Company splitted into 2 legal entities - and has now to to split our Zoho One installation into 2 instances
Hi all, We are looking into the company will be split into 2 legal entities and has now - as-well to split our Zoho One instance into 2. 2 clones would work - with some after data cleaning - like user removal, some customer data removal - but not accounts
Admin operation
Hi Team, I am trying to deactivate an employee, as the employee is been given the MDM access and also Backstage access we are unable to deactivate her login credentials. Could you please guide us in resolving this problem. Regards Shilpa Gopal HR Specialist
Service desk plus not showing some users in the Associated Jira Issues (REPORTER drop down menu)
Hi we have three users including myself on the service desk who have dropped off out jira integration. No settings have changed and they show in the other available drop downs on the page. Could we do a screenshare to show an example?
Zoho Customer Grievance Escalations Matrix
We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's been
Independent Contractors
In Zoho One, would I be able to have independent contractors collaborate with us on Zoho Projects, Cliq, Meeting, Connect, etc.? They are not employees, change, and often only join the team for a couple weeks as we complete specific projects.
Email ID with Plus (+) character
Does Zoho Desk support emails with a plus character in them? I ask this because we are currently using the Desk Remote Auth feature and receive this error message if we attempt to add a new user with a plus (+) symbol in their email: GET Request: https://support.XXX.com/support/RemoteAuth?operation=signup&email=me%2Bdev%company.com&ts=1629831165191&loginname=me&fullname=My+Name&utype=portal&apikey=XXYYZZ&redirect=0
Start a Project from a Sales Order
There has to be an easier way to start a Zoho Project based off of a Sales Order AND if the Sales Order is over a certain dollar amount. Once the Sales Order is confirmed it would be great if I could go to the Sales Order, click on create, and start a
Quote Template - Need to add a 2nd Pricing Table
I love the ability to have a pricing table in a quote template that allows for products to be added to a quote. However our business is a SaaS business where we have 1-time charges for setup or training and monthly recurring revenue for the subscription.
Making Connections Between One Accounts Zoho Creator App to Another Zoho Books
For one of my clients, I need to make a connection between their Zoho Creator account and our Zoho Books system. I am a new developer, but I have read the Oauth api. Theres nothing, as far as I have read, about connecting external Zoho accounts. Does
Poor Email Delivery
Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain
Onboarding Call - Nobody from Zoho showed up
We have an "onboarding" call proposed by Zoho scheduled for 9:30am this morning. We am on this call 14 minutes and nobody showed up. This is terrible customer service. If this is not resolved instantly we will be ending our subscription.
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
Update/import values in multi-lookup field for existing records
Hi guys, I have an issue: I created a custom module and added a multi-lookup for that custom module in the contacts-module. I now have a few csv-files which contain the information of the existing contact (e-mail) and only one value that should be imported
API name for all fields in Zoho Project (Standard or custom)
Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject. Could you share a function to get the list of all API Name of any field of an App
add a new user
Hello, I am wondering if the price for adding new collaborators would be more advantageous if we add several users at once. The price displayed on your site for adding a user is $600, for a total of 8 users. However, I am wondering if adding 3 new users
Zapier Integration on .com.au
As an Australian user, my Zoho One account, including all apps, has been put on the zoho.com.au domain. However, zoho.com.au is not an option when setting up a connection between Zoho and Zapier. Not being able to use Zapier to connect my Zoho apps creates a significant issue with a number of parts of my business. Significant enough that I may need to find other solutions if it is not resolved. I have communicated with Zapier, who advise Zoho own the integration and that it is up to Zoho to develop
Zoho HTML editor is removing MSO (Outlook) specific code.
The ability to add in custom HTML is great. We are using MJML to generate our wonderfully cross platform and responsive email code that works on Act-On, Salesforce, Hubspot, Active Campaign, and lead liaison. The way it supports MSO (Outlook) is it included
Plan change from Zoho One to Zoho Workplace
Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,
When will Zoho Support Grammarly in its applications?
I use Grammarly all the time to write emails, content etc. It has become an essential tool to correct my work and help me present a consistent style. However, it doesn't work with many Zoho applications, including Zoho Writer. The Chrome extension does,
Create a ticket on Zoho Desk from the bot
We are trying to create a ticket on Zoho Desk from the bot. We want the chat history and the file attachment to show on the ticket, but we get a null return when we try to pull the information. Please see attached.
Zoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device with
Zoho ONE groups
Hello everyone, I was looking to do some automation with groups inside Zoho ONE. I can't find any way to do the followings. You know when you go to application you can have conditional assignment, I would like something similar for groups or at least
Getting ZUID with Flow from Zoho One
When using the app action "Fetch User" for Zoho One I can see that it brings back a huge amount of data, however I really want to access the specific value ZUID. This option isn't available in the "Insert Variable" section for Zoho One when trying to
Time log help.
Good day everyone, We plan to use Zoho People to keep track of time for our employees. We ran into issue with the time log form as it’s pretty basics and can’t seem to add any fields to it like you can in most every other module/service in the zoho eco
Product/Quotes with a Setup AND a Recurring (monthly) Fee.
Good day. We sell software in different modules. These modules have a Setup Fee AND a Monthly fee. It is possible to add a Custom Field to a product with the Monthly Fee (next to the Setup Fee or Unit Price), but it's not possible to make this visible in the Quotes Module. What we need, which is essential for SAAS business with a subscriptions and a setup model: - We want to add products to our quotes with two prices (setup AND month fee) - These should be visible and editable in the product details
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