Persistent Issues with Zoho ERP
Dear Zoho Team, I run a textile trading business and have been using Zoho for the past year while also maintaining my previous software due to initial uncertainties about Zoho's performance. Despite investing significant amounts in customization and licenseCompany splitted into 2 legal entities - and has now to to split our Zoho One installation into 2 instances
Hi all, We are looking into the company will be split into 2 legal entities and has now - as-well to split our Zoho One instance into 2. 2 clones would work - with some after data cleaning - like user removal, some customer data removal - but not accountsAdmin operation
Hi Team, I am trying to deactivate an employee, as the employee is been given the MDM access and also Backstage access we are unable to deactivate her login credentials. Could you please guide us in resolving this problem. Regards Shilpa Gopal HR SpecialistService desk plus not showing some users in the Associated Jira Issues (REPORTER drop down menu)
Hi we have three users including myself on the service desk who have dropped off out jira integration. No settings have changed and they show in the other available drop downs on the page. Could we do a screenshare to show an example?Zoho Customer Grievance Escalations Matrix
We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's beenIndependent Contractors
In Zoho One, would I be able to have independent contractors collaborate with us on Zoho Projects, Cliq, Meeting, Connect, etc.? They are not employees, change, and often only join the team for a couple weeks as we complete specific projects.Email ID with Plus (+) character
Does Zoho Desk support emails with a plus character in them? I ask this because we are currently using the Desk Remote Auth feature and receive this error message if we attempt to add a new user with a plus (+) symbol in their email: GET Request: https://support.XXX.com/support/RemoteAuth?operation=signup&email=me%2Bdev%company.com&ts=1629831165191&loginname=me&fullname=My+Name&utype=portal&apikey=XXYYZZ&redirect=0Start a Project from a Sales Order
There has to be an easier way to start a Zoho Project based off of a Sales Order AND if the Sales Order is over a certain dollar amount. Once the Sales Order is confirmed it would be great if I could go to the Sales Order, click on create, and start aQuote Template - Need to add a 2nd Pricing Table
I love the ability to have a pricing table in a quote template that allows for products to be added to a quote. However our business is a SaaS business where we have 1-time charges for setup or training and monthly recurring revenue for the subscription.Making Connections Between One Accounts Zoho Creator App to Another Zoho Books
For one of my clients, I need to make a connection between their Zoho Creator account and our Zoho Books system. I am a new developer, but I have read the Oauth api. Theres nothing, as far as I have read, about connecting external Zoho accounts. DoesPoor Email Delivery
Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domainOnboarding Call - Nobody from Zoho showed up
We have an "onboarding" call proposed by Zoho scheduled for 9:30am this morning. We am on this call 14 minutes and nobody showed up. This is terrible customer service. If this is not resolved instantly we will be ending our subscription.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 overUpdate/import values in multi-lookup field for existing records
Hi guys, I have an issue: I created a custom module and added a multi-lookup for that custom module in the contacts-module. I now have a few csv-files which contain the information of the existing contact (e-mail) and only one value that should be importedMultiple self client instances
there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightlyAPI 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 Appadd a new user
Hello, I am wondering if the price for adding new collaborators would be more advantageous if we add several users at once. The price displayed on your site for adding a user is $600, for a total of 8 users. However, I am wondering if adding 3 new usersA 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 timeZapier Integration on .com.au
As an Australian user, my Zoho One account, including all apps, has been put on the zoho.com.au domain. However, zoho.com.au is not an option when setting up a connection between Zoho and Zapier. Not being able to use Zapier to connect my Zoho apps creates a significant issue with a number of parts of my business. Significant enough that I may need to find other solutions if it is not resolved. I have communicated with Zapier, who advise Zoho own the integration and that it is up to Zoho to developHow 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 withZoho HTML editor is removing MSO (Outlook) specific code.
The ability to add in custom HTML is great. We are using MJML to generate our wonderfully cross platform and responsive email code that works on Act-On, Salesforce, Hubspot, Active Campaign, and lead liaison. The way it supports MSO (Outlook) is it includedAdding a Download field to a form
I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.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,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,Create a ticket on Zoho Desk from the bot
We are trying to create a ticket on Zoho Desk from the bot. We want the chat history and the file attachment to show on the ticket, but we get a null return when we try to pull the information. Please see attached.Zoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withZoho ONE groups
Hello everyone, I was looking to do some automation with groups inside Zoho ONE. I can't find any way to do the followings. You know when you go to application you can have conditional assignment, I would like something similar for groups or at leastGetting ZUID with Flow from Zoho One
When using the app action "Fetch User" for Zoho One I can see that it brings back a huge amount of data, however I really want to access the specific value ZUID. This option isn't available in the "Insert Variable" section for Zoho One when trying toTime log help.
Good day everyone, We plan to use Zoho People to keep track of time for our employees. We ran into issue with the time log form as it’s pretty basics and can’t seem to add any fields to it like you can in most every other module/service in the zoho ecoProduct/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 detailsIs it possible to add Links to Icons?
I have been working with a landing page that has icons, and I need them to be clickable, but there doesnt seem to be any option for that. Please help.Sites "Instagram App" not working
The Instagram App in Zoho Sites is not working since a few weeks now - it seems it does not connect to Instagrams API properly anymore. See attached photo -> this is what you get when trying to connect an account. The error states: {"error_type": "OAuthException",Timesheet report
Is it possible yet to pull a timesheet report for ONE project only?Consultants Available?
We are current Zoho One clients. We are considering using Zoho Practice and are running it in beta mode to see how it works. Where do we submit feedback regarding this new application? We were previously running Invoice and Books and went away from itZoho Campaigns says No Workflows
Hi, I am trying to connect an Elementor form to Zoho Campaigns via Flow. However I am getting the error in title when setting up the actions of Adding contact to a workflow. I have an active workflow in my campaigns app. Why the workflow is not showingZoho calendar integration with Ubuntu calendar/Evolution
I'm having a hard time integrating/synchronizing my Zoho calendar with Ubuntu. I'm running Ubuntu 18 and Evolution ver, 3.28 any help is apperciatredHelp center logs in to a different profile
Message I'm getting: " Dimitris Topou..... Inova Hospitality ediktampani@inovahospitality.com Change Password Note:This help center's authentication protocol is independent of the Zoho account you've used to sign in. " Hello, whenever I sign in to help.zoho.comIs it possible to allow Zoho sign-in using ONLY Google?
Hi there, I'm new to Zoho One and am configuring our security policy. All of my users login to Zoho using their company email address which is provided by Google. We can also successfully login to Zoho by clicking on the Google icon and completing theUpdating 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 ZohoCentralized Organization Information Management in Zoho One
Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requiresNext Page
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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 wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriInitiating a SalesIQ Zobot from a custom button on Zoho Sites
I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites PageAgriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
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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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