Issues 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 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 JonZoho One Groups and Departments - how are they used ?
I've seen that Zoho One has the ability to create Groups and Departments, however they don't seem to do anything ? There is no ability to pick up these same groups in ; Zoho Analytics, Zoho Forms, Zoho Vault for just starters . Why aren't the Zoho OneZoho one web page are not available
Why I am not able to enter to zoho one web page?Multicolumns fields for native forms
It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.Assign values to hidden fields in native forms
It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,Download pricebook products & details - not just pricebook creation date & name
We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives meSending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?
Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the EmailSTOCK COUNT - How is this even possible
Dear Zoho One, We have a lot of products from Zoho but I really don't understand this. We mainly use ZOHO FSM with ZOHO INVENTORY because we are in service and maintenance for electric charging stations for cars All employees of Zoho FSM have their ownHow to use CRM custom button and client script?
Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-SideOption to Upload Employee Picture During User Creation in Zoho One
Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: PleaseAutomatically Create Mailboxes for Existing Zoho One Users in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting wasZoho 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 overIs Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?How to Integrate Zoho CRM with Car Parking Multiplayer Mod APK Unlimited Money?
I am currently working on integrating Zoho CRM with an android gaming website https://carparkingmulti.com/, and I would like to know the best practices for seamless data synchronization. Specifically, I am looking for: The best API methods for real-timeIs 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 asShopify sales orders creating a new account in Zoho
Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attachingZoho 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/How Can I Safely Manage and Share Large Files Across Devices?
Hi everyone, I've been exploring various cloud storage solutions to handle large media files efficiently across my devices. Recently, I came across TeraBox and noticed there are modified versions available online, such as Download Terabox Mod Apk whichUsing Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (moreCan I add external account to Zoho PageSense?
Hello, I would like to ask you about adding external users to projects in Zoho Pagesense. I can add only users from my organization. Is any solution for adding as we have in The Zoho Projects clients accounts?Secondary Emails
I am having issues deleting a secondary email address from a couple of our users and need help. When in Directory, manage email addresses, I click the trash icon by the email address and confirm I am trying to delete the email. I click continue and IComo puedo mover un prospecto "Cliente" de modulo
Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"Leave request for 0 hours is registed as 24 hours
I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say aIntegration with Woocommerce
Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ? Thanks.Se puede mover un Cliente de un modulo a otro personalizado
Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido alZoho Support - Again!
I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a responseDisplay All Admin Roles in Zoho One Admin Panel
Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,Forced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.ZOHO ONE Inventory and ZOHO FSM
Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHOcan 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 moduleAnnoying Pop-Up Zoho Advertisements and Announcements Within Apps
It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solutionConnected Payment Gateways
Hello, I'm trying to switch our current Stripe payment gateway to a new Stripe account, but I'm encountering an issue. Whenever I attempt to remove the old Stripe payment gateway, I receive a notification that says, "Settings cannot be cleared as onedeveloped an MCP server and can retrieve data from ZohoONE
https://x.com/Mac_nishio/status/1908715535585714481 Now that we have developed an MCP server and can retrieve data from ZohoONE, we can do corporate analysis for anything with just Claude. This is "Please connect to ZohoCRM and get a list of businessUpgrade Zoho Flow Tasks in Zoho One is too expensive
Hello Zoho Team, Recently, I've received increasing feedback from my Zoho One clients regarding their concerns about the pricing for additional app upgrades within Zoho One. The issue particularly arises when the limits included in the standard packageCustom widgets on Zoho one dashboard
Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projectsGetting Started All Zoho Desk APIs require these two mandatory fields in the header.
Hey, according to API Dokumentation, All Zoho Desk APIs require these two mandatory fields in the header. Authorization - Authentication request token orgId -ID of the organization to access. All API endpoints except /organizations mandatorily requireProduct/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 detailsJourney : "Added to segment" trigger doesn't work automatically
Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,Next Page
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Zoho 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 ZohoLog360 Cloud is now integrated with Zoho One!
Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to ZohoZoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Introducing 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 way
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Vertical Solution Zoho One
Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?Salesforce to Zoho One Migration
HI, I am about to start a migration from Salesforce to Zoho One I would like to know the best practise for this, my current thoughts to the approach is 1) Create fields, modules as required for migrating data 2) migrate Data 3) go live Will this approachEnhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments
Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not removeLight Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.
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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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