CRM Blueprint Notification by Cliq
Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check CliqsZoho 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 featureStandalone LMS tool
Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?Restrict Zoho One Account Notifications to Admins
Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administratorsIntroduction 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, OmnipageA quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks
Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit timeCreate a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps
To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for thatLinux Platform
I have recently switched my desktops over to Linux Fedora. the stability of the OS rivals that of MAC and blows away windows. I believe it could be a great solution for small businesses but lacks the support of apps. I believe with the Zoho One offeringZoho 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 lookCompany yearly goals
As a company, you should be able to make your corporate goals transparent and demonstrate them time and again. They should also be measurable and verifiable. It would be very helpful if you could record, track and understand your annual targets. And thatZoho One and Availability of New features added for each applications
Hello, Unless we're mistaken, There an ongoing issue to understand the availability of some features for the Zoho One plan. When a new feature is releases for one the applications, it often comes with an information on the Editions of that specific applicationZoho One Groups Should Include Teams in Zoho Projects
When adding a new user and assigning it to a group, it would be helpful to have that group include Team assignments in Zoho Projects.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 fromMerge field availability in Template Name & Document Name fields
It would be wonderful to have the ability to add specific fields to the "Template Name"/"Document Name" area so that when we use a template (alot) we can pull in certain details (i.e. the name of the first recipient, due date, etc). This is especiallyZoho One UI != Zoho CRM Plus UI
I love the new UI you guys have created for CRM Plus, please tell me you guys are going to roll the same kind of update out to One?!CREATING CUSTOM BUSINESS INTELLIGENCE DASHBOARDS AND INVENTORY REPORTING IN ZOHO ANALYTICS
“If you want to understand your holistic business health, then you have to pull data from a wide range of sources and make that data digestible to everyone in your organization and on any device. This is precisely what Zoho Analytics does with its variedEmbedding Analystics charts and dashboards into Zoho Show.
Hi folks, A few month ago, my colleague was told that it was not possible to integrate live Zoho analytics details into Zoho Show. However, it is possible (perhaps because of any update or us getting the wrong details.) Here is how. 1. Prepare your charts and/or dashboards in Zoho Analytics. 2. For each that you wish to show publically, go into VIEW mode and then select Share button and do the following two things: 3. Select "Make this View Public" and be sure to set who can view it - generallyUsing ZOHO ONE software on remotely works.
Hello Our company is PC repair maintenance, but since I stopped all face-to-face work from the end of February, Naturally, the sales were drastically reduced, but I was in pain when Taiwan was SARS. Made a self-restraint decision much earlier than the government For that reason, the back office was realized in ZOHO until now as well as the online operation. I will report here because I have finally made it to the form of online operation even for practical work (PC repair / maintenance). First 1. WhatPlease add What's New Page so we can track updates
hello, can you guys create a what's new page so your users can track how the application is being updated. Thanks.Allow calls to be auto-created in blueprint
In blueprint, you can create tasks and email notifications, but what about calls. For instance if your process includes calling leads a week after your first email to them, can we please automate this so that as the lead is added, the followup call is also creeated? That way you don't forget to create it, and you don't forget to make the call. Thanks
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New Update: Convert External Users in Bulk in Zoho One
Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.Domain restriction for User Management actions in Zoho One
Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organizationIntroducing 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 wayZoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho 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
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Zoho DataPrep switching Date Format
When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"Is there any way to send an Excel received by email to Dataprep?
Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the savedLooking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule
Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loadsZoho Projects - Add Feed to Project Tabs
Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you canZoho One Unified Portal - Applications
Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
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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 areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________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
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