Is Zoho Shifts included in the Zoho One plan?
In case the answer is no: there's any plan to make it available via One? Thank youPipeline 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?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,Link Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoicesNotes for Items for Future Purchase Order
Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..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 overZoho 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,desktop app for TODO
Is there a desktop app for Zoho TODO?How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Add Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currentlyAPI 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 AppFlow 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."App like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.How can users unblock their blocked Zoho Mail accounts?
After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com Edu2Review is an education review platform, we rate the qualityZoho People LMS VS Zoho Connect Manuals VS Zoho Learn
in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differencesError Message: None of the rows can be imported
I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,Wich version of Backstage is included in Zoho One
Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you GuillaumeIs Zoho Marketing Plus part of Zoho One?
Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks JonSites Speed and Performance Grades
I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,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 ZohoDORA 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 inZoho 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! RobertMultiple 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 financialIssues 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: CannotIs 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 asZoho 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/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 moduleSubform Client Script
Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a clientZoho 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 wouldLicense requirements for Zoho Apps for multiple businesses
We have two businesses with Zoho subscription. Some of the Users from one company (already possess a license) need to access Zoho apps in other business. Is it possible to save the additional license for same user? How the directory should be configuredIzettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.Custom Validation for Fields in Zoho Forms using Regex
I want to validate single line fields in zoho forms using regular expressions. The only options I currently get are min characters and max characters.Subject Line Editing
Good morning How can we change the subject line of an email?CRM workflow to trigger Zoho Sign (One)
Hi, We have had integration in the past with SignNow in our standard CRM. A onboard would fill out name and address and in turn this would trigger a webhook out of Zoho CRM into Zapier and to SignNow. We've recently upgraded to Zoho One and cannot find anyway to automate the Sign process from CRM to Zoho Sign, is this possible?Possible for client users to use timesheets?
Hello, We are setting up a project where the bulk of development will be performed by subcontractors. We were thinking of setting them up as client users to have access to project information resources. Is it possible for a client user to log time againstZoho Analytics vs Power BI vs Google Data Studio
I have been using Zoho Analytics for some time but appears that it is significantly behind Power BI and Google Data Studio in terms of functionality. Our use-case for Zoho Analytics is using data that is coming from third-party sources (and not from ZohoHow to choose other payment methodes than creditcards
We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay withWhy is Zoho support so terrible?
I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincingyour phone line in the uk doesnt work i need help now
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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"Saved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?Right-Click Pipeline to Open in New Tab
Please add the ability to right-click on a pipeline to open it in a new tabAdd Full-Screen Viewing for Quartz Recordings in the Client Interface
Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch theMarketing Automation Requirements Questions
I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip
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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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