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 currently
Incoming call Zoho Books Icon Telephony
When the customer calls, the notification pops up on our Zoho CRM. It shows Sales IQ, Desk, CRM, and Recruit icons. Is it possible to add Zoho Books
Zoho One Org Account - Buy 1 PageSense License?
My organization has Zoho one accounts. I’d like for an outside consultant to be able to access our PageSense App to be able to read reports, create experiments, etc., but I don’t want to buy a whole other Zoho one license - I’m only interested in having
Updates to Underlying Data Not Showing
Hello Team, When I add a column(s) to the underlying data of a chart it does not stay added when I reopen the chart. When I try to save after making the intended changes I receive the message "Already saved. No modification found". I tried adding fields
Can I access training central with my subscription level?
I am trying to use the Training Central feature. I have ZOHO ONE. Can I access and use Training Central with my ZOHO ONE subscription? If so, How? Do I have to upgrade my subscription to use the Training Central feature?
Check-In/Notes Section
Hi there, We have noticed that in Zoho People, there doesn't seem to be any Notes or Check-In section which is really beneficial for when you want to make notes about staff and document or log conversations you've had that would be important for referencing
Ignored : Where can I find more details ?
Is there anyway to find out why a lead was ignored moving through a journey to the CRM ? Is it possible to set up an alert so we don't have to activly check journeys every day to ensure things are working ?
Map App to Zoho Ơne Before or After Upgrading?
Hi. I am on the free trial for Zoho one and the paid version of Zoho Marketing Automation. I got this notification: "You have a paid Marketing Automation account and a Zoho One trial plan. To map your Social Spark account, you'll need to upgrade your
Merge Tag 'Tell a Friend' Missing From Options
When looking to add the 'Tell a Friend' merge tag to a new campaign, we are missing the option within the pre-defined merge tags. I can see how to add the tag as an individual component but would rather have the option to anchor to text, so as to display
Pass data (zoho record id) from Zoho CRM to Web tab widget
I'm developing a widget which will be hosted in zoho crm and open form button click. My question is how can i pass zoho record id (e.g. contact Id) from detail view page to a Webtab widget? I've tried using following JS SDK function which returns false. var message = { arg1:"Argument 1", arg2:"Argument 2", arg3Nested:{ subArg1:"SubArgument 1", subArg2:"SubArgument 2", subArg3:"SubArgument 3", } } ZOHO.CRM.UI.Widget.open({Entity:"WebTab1_Widget",Message:message}) .then(function(data){ console.log(data)
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
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
From OmniAccounts.co.za to Zoho.com
Hello all. I am trying to convince a client to move from omniaccounts.co.za to zoho.com because there are features in Zoho that she needs in Zoho that are not in Omni Accounts. Could you do a comparison table, or is there a comparison table of the two
Dataprep - DateTime Field is not being exported to Zoho CRM
Hello, I'm using Zoho Dataprep to export data to Zoho CRM. All the fields, except the DateTime, are exported successfully to the CRM Module. The field i'm trying to Export is "Data_da_Posicao" and it's target is configured to the correct field in Zoho
using zoho sites i want a pop up to appear when a customer clicks "contact us" to collect customer details for zoho crm
Hi I cannot seem to find this simple request function anywhere. We use Zoho sites and have access to the full Zoho One suite (if another product is needed). I want to set up a pop up when a customer clicks on a button, in this case contract us now. In
Integration with Nextiva Communications (VOIP)
Hello, Does Zoho plan to add Nextiva into the Line of Telephony Integrations for Zoho Products such as Zoho Desk, Zoho One or Zoho CRM? Nextiva is a leader in VOIP communications, and I am not understanding why no integration exists currently? Is this
Autentificación de dominios en varias aplicaciones de Zoho
Hola, Si autentifico dominios en Zoho One, ¿es válido para todas las aplicaciones de Zoho que tenga en mi plan? A día de hoy estamos autentificando los dominios en cada app de Zoho que hace uso de email y es un lío para la empresa que gestiona nuestros
One blueprint that includes all zoho products
Is is possible to create a single blueprint that spans several Zoho applications? We have a process that starts in zoho desk but includes components from Zoho CRM and Zoho Sign and then Zoho Billing. It would be really cool to be able to have the process
"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"}
Hi, Good mornig , I have a problem with add data to creator API and I don't understand for why. The same process be have correctly excute the last week. {"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"} I need you help. Thank You
View Zoho User's Last Login
Hi there, How do I see the last time users in my org logged into Zoho? I looked in Settings, as well as, Reports. Cheers, Jon
Renaming the accounts module not working
We use Zoho CRM in German, but the translated version leads to confusion between the Accounts and Contacts modules. I assumed it would be a matter of seconds to have the german Module «Kunden» appear under its original name of «Accounts» which would be
Tried Zoho One and cancelled, now locked out of Zoho Workplace
Hi, I am subscriber to Zoho Workplace and decided to try Zoho One to see if it could meet my needs. I decided it was not what I needed and cancelled the trial. Now, I am unable to access Workdrive as the system thinks my trial has ended. I have not had
cloud console support for music websites
Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments to play. So I want to build a better website than the one I mentioned. So wnated to know what UI & AI should I use so that
Improved Ticket Status Management in Zoho Support
Dear Zoho Support Team, I'm writing to request a change in the way Zoho Support handles ticket closure upon agent replies. Current Issue: Currently, when Zoho Support agents respond to my ticket, they often set the ticket status to closed. This creates
Blocking Desk Blueprint Transition from Widget
Hi, Has anyone got a working solution for blocking a blueprint transition from a widget? My use case is that the customer has an external warranty system that holds details based on an item serial number added to the ticket. They need the widget to confirm
Error adding a new user within our organization to Zoho Sites
Hello, We currently have an active site that was upgraded to V2 & are receiving an error message (with no details) when trying to assign a new user to the sites application. She is already a member of our organization and is utilizing an active Zoho one
Zoho one trial user
Hello to everyone im currently on the zoho one trial period and i have a small pest control company. Im going to be hiring a remote virtual assistant. Which service plan should I choose ?
Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?
Can I have Zoho 1 account in an organization all used Zoho CRM and could supervise all accounts and run all work through zoho 1 ?
Zoho forms - > Zoho desk multiple agents
Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would be
Zoho CRM iPhone Sync
Is there a way to add my crm contacts as a "group" on my iPhone contacts list? Then when a contact calls me, their name will show up on my phone instead of just the number. Thanks!
Adding Apps to Zoho One?
Does Zoho plan to add Zoho Backstage and TrainerCentral under Zoho One?
Zoho One Home Dashboard
Good Day, I would like to know how one can add a dashboard they created to be viewed on the Home Dashboard? I have a dashboard I created in Analytics. How do I get that dashboard to display on the Zoho One home Dashboard?
Books : Where to find Sales order from a Project
Hi Zoho Developers, From a Books Project, I have to push data to Creator, through a deluge script. From the Project data, I can't find Sales Orders and Purchase Orders links to that project. Where should I look to get SO and PO linked to the project ?
Where can I find the unsubscribed contacts in MA 2.0?
I'm using MA 2.0, and in my contacts list I see two unsubscribes. But I can't seem to find where I can see who actually unsubscribed. However, I did see in my first email, that I had 2 hard bounces. Does the system automatically unsubscribe when there's
Zoho Commerce with wordpress integration
HI Guys, A newbie here. have our work website setup using a wordpress template that we are happy with. We dont want to create a new website using zoho sites. Is there a way we can integrate zoho commerce with our existing website. Thanks heaps in ad
Lookup field that connects contact to client module
Lookup field that connects contact to client module
How to link ACCOUNTS with PRODUCTS?
I have created 8 PRODUCTS and imported all the ACCOUNTS. Now I want to link Accounts with Products with Many to Many relationship. One Account may be linked to more than one product. How do I achieve this? Zoho help support is pathetic and I have already
Zoho Admin Access
Hello, We have a concern that we need help with. Previously, we had a single admin access account that was shared among three users. Recently, we decided to grant individual admin access to each user. However, we are worried that some data may not be
Employee Logged Hours Report
Hi Team, We are looking at having all Employees logged hours report, but different staff uses diferent modules to log their time. Is there anywhere that we can get a report that captures every time entered through all Zoho modules? Thank you.
Is WorkDrive included in Zoho-One?
Is WorkDrive included in the Zoho-One suite? I am also asking because I see a new button in my Zoho-Mail - see image:
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