How to create client portal
Hello guys. Is there a way to create similar client portal with some zoho one tool(s)? I've been trying to create something similar with zoho creator, but I didn't find a way to add chat there so far. Any ideas?
Solutions within Zoho / Zoho One for shared mailboxes
Hi there, Our organisation is a Zoho One subscriber and we are looking to migrate emails across from Google Workspace to Zoho. We have a handful of user email addresses to migrate, and also one shared reception mailbox which is used by multiple staff
Mass update
I want to make an update to everyone who opened a certain email. This is the screen I get after selecting a field and a value to update. Number of contacts selected = 0 what am I missing? Thanks
Only Zoho Mail "Free" plan for Zoho One subscription?
I have an active Zoho One subscription. I expected it comes with Enterprise subscription to Zoho Mail. But when going in Zoho Mail, I only see I am on a free plan. Why is that?
Production Order Tracking
We are looking for a solution that once a sales order is written and sent to the production floor it can be tracked through each production stage / process. For example: Sales Order ---> Material Pulled ---> Cut & Processed ---> Bent ---> Finishing / packaged ---> Delivery Something where at each stage it can be marked with a status (complete, in progress, waiting etc..). even better if it would automate a notification (email) to our customer to let them know where its at in the process. Perhaps
Adding more addresses in Accounts
Hi, I am not an API developer but involved in setting up Zoho CRM. I am trying to allow customers to add more than 2 addresses "Home & Work", whichever the client wants to add such as "Friend address or Parents' address...etc" those are optional, something
Blog post content search field
Hello We have countless posts on the blog and we often need to search the (posts) Topics by subject (Titles) and/or keywords. Just the category is not enough..we urgently need research fields on the blog! See attached image
Adding Accountant to Books via Zoho One
I am on Zoho One and cannot add an accountant to Books. Can you please advise?
Struggling to find the right flow for sending an invoice with a link to pay
With a Zoho One subscription, we'll be providing a service to individual consumers (not businesses typically but occasionally). Here's what I was thinking: Add a potential customer as a Lead in CRM When appropriate, convert the Lead to a Contact with
Please improve Zoho Mail with an external server
The process to configure Zoho Mail with a 3rd party email server is very bad. So, my company has its own email server and changing it to Zoho is completely out of consideration. But we want to use Zoho Mail for its features and integrations, particularly
B2B aspect of Commerce - external representative access
Hi, We use Commerce as a B2B platform for our retailers who distribute our products. They all have an account to place orders themselves on Commerce. As in every business reality, it is not all customers who will use the platform. Some still go through
Sync Notes and Activity to CRM
Hello All, We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working. We've noticed a real pain point of not being able to see
Zoho Survey limits in Zoho One
Zoho Survey lists a limit of 7000 response a month for Zoho One users, but on particular months (March and November) I would need around 11000. Would there be way to pay for overages those 2 months?
CRM calendar not syncing with Zoho Calendar
The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
Partially Sales order to back order into purchase order by vendor wise
our sales order created as per our customer requirements after we are dispatched the order. In dispatch order in few item less to customer. for example: sales order in item 1 is 100 qty item 2 is 50 qty item 3 is 40 qty our product stock is item 1 is
API based user creation
We have a requirement to create users in zoho one using APIs. I am not able to find any APIs for the same. I saw a similar question asked about 4 years ago with no answers from zoho. Is there such an API? Will reaching out to their support team help?
Using Groups to assign applications to that require specific user reference/variables
When assigning applications such as Expense or People using the Groups feature, is there any way to accommodate situations where an Employee ID or other user-specific information is required? In our case, for assigning Expense we need a matching employee
Can I restrict one of our accounts from accessing to some Zoho apps?
Hey! Can I restrict one of our accounts from accessing to some Zoho apps? I need the one account to only see the Zoho Books app. Only Zoho Books and nothing else. I have access to the admin account Thanks for your help. Have a nice day.
How do you handle unsubscribes in CRM and MarketingHub
We're relatively new to Zoho and I'm trying to determine the best route when it comes to Contacts/Leads who unsubscribe. I was told about the unsubscribe form for the CRM but the Zoho representative wasn't sure about what that would do in MarketingHub, if anything. I would like to keep track of all Leads/Contacts, even if they unsubscribe, to keep from re-adding them in the future and sending them mail again by accident. Anyone aware of a place where such Leads/Contacts can be stored to avoid sending
Upgrade Zoho CRM free to Zoho One
Hello, If we start adding and using Zoho free apps, like Zoho CRM and Zoho Desk, will I be able to upgrade to Zoho One (paid) without losing any data? The uprade is a simple click? (though I don't have "Zoho One" as upgrade option in my account) Or do
Can I automatically create folders upon Zoho Deal Creation?
Our company is very creative centric and we need creative customer folders created for each deal created in the zoho crm. Is it possible to automtically created a folder with the deal name inside of workdrive when a deal is created?
Nouvelle version V2.7.1
Depuis la nouvelle version j'ai un problème à imprimer à distance.
What's the difference between Directory Departments and People Departments and how they integrate in Cliq?
In the Remote Work section of Cliq, you can filter Cliq users by Department. However, none of the Departments I have created in Directory show up here. Instead, it's only the Departments from People. Should the Departments in People be in sync with the
What SME products does Zoho offer, and how can I access more detailed information about them?
Would like to attend the webinar to learn more about the products Zoho One: Zoho CRM: Zoho Books: Zoho Projects: Zoho Desk: Zoho Analytics: Zoho Campaigns: Zoho Creator:
delete inactive users
Hi, can you delete all 14 inactive users in the data base? thanks sixtine
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
need primary and secondary name server address for my domain mapping
Hi, our domain www.digital.edu.in is booked from Govt of india. The CNAME record, DNS record, html file options do not exist there. please guide
What is the difference between Zoho Campaigns and marketing hub?
Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
I need a better guide for using Trello in CRM than the standard link provided, does anyone have one?
Hi, I have finally been able to create Trello Boards within the Zoho CRM (I had to Un-install/install 4 times for this to work) thanks to help from the Zoho community. My issue now is how can I get them to work efficiently between CRM and Trello. I'm
Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
Delete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?
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,
Zoho One Apps Pending for Approval
Hello, I have used Zoho Mail free edition for some time, but yesterday I paid for a Zoho One subscription. Most of my applications are now listed as "Pending for Approval" inside the App Settings Directory. When I select an app, I get an error which states,
Regarding Free Credit
"Hello there! I am excited to inform you that as mentioned in the title, I am eligible for a one-year credit opportunity. I kindly request your assistance in moving forward with this opportunity. Thank you for your time and support
Estamos señalados como blacklisted
Hola! Hace un tiempo agregue un nuevo dominio para enviar correos por medio de Zoho campaigns, no habiamos tenido ningun problema, pero desde ayer nos esta poniendo que estamos como blacklisted, MXToolBox indica lo contrario.
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
Why 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 convincing
Delays In Zoho Desk Webhooks (and emails)
We have been noticing significant downgrade/delay in webhooks being triggered from Zoho Desk. The delays are anywhere from 20 minutes to 6 hours. We have been getting 5-20min delays for last week but last few days these delays have gotten significantly
Is Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?
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