Default date format
What is the default date format in DataPrep? When I hover over a date column it says "yyyy-dd-MM" which is incorrect. That is not the standard date format when working with data and my raw data is correctly formatted as "yyyy-MM-dd". So why is DataPrep
Please Develop an API Documentation Platform Similar to SwaggerHub
Dear Zoho Team, We would like to request the development of a product similar to SwaggerHub, specifically designed for creating, managing, and sharing API documentation. The goal is to provide businesses with a centralized platform to design, document,
Client Portal Login With Registered mobile Number and OTP
This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.
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
Ability to dynamically assign license upon user sign-in
We have a query that requires clarification. The question is that we are trying to come up with a cost-effective solution to dynamically assign or revoke licenses of Zoho Applications upon user sign-in or sign out respectively. We want to implement this
Inadequate Customer Support
Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being
Import Woocommerce Orders to Zoho Books with Zoho Flow
Hi folks, is it possible to import Woocommerce orders to Zoho Books using Zoho flow? Usually the Woocommerce Orders have several line which would need to be imported. When I click on "use this flow" it will have me sign in, which is fine, and then I am
Listado con descripción de artículos
Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el
Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which
Data reset
Is there a reset button that I can restart the whole process fresh new ? It's costs much effort and time to erease everthing one by one
Multiple 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 slightly
Moving from Zoho standalone to Zoho One
Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from
Automatic License Management Upon User Deactivation in Zoho One
Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by
Zoho 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 would
License 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 configured
Error Message - The email which you have entered belongs to a different deployment/region
Hi there, I am trying to set up a new employee in our Zoho one and keep recieving the error message saying "The email which you have entered belongs to a different deployment/region". Can you please let me know why this is happening and help me with setting
Izettle 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.
Log360 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 Zoho
How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?
In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything
Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added
Deluge Create Task For Contact - $se_module not accepted...
I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************
Zoho One Admin Panel API
Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities
Editing landing page after signup for a webinar
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standard
How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?
Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of
Bill Of Material
Can anyone tell me how to generate Bill of Material (BOM) in zoho. _Thanks and regards, Dinesh A.
Zoho One Dashboard is not loading.
Hi, Is anyone else experiencing a problem with the Zoho One Dashboard not loading? We started seeing the screen below on Friday afternoon and support has not responded regarding the same. Zoho One team, what's going on?
Alignment of Company Information Page Structure in Zoho One and Zoho Desk
Hello Zoho One Support, We appreciate the continuous improvements across Zoho products. Recently, Zoho Desk restructured the Company Information page into three distinct sections: Company Profile – Includes Company Name, Logo, Alias, Description, Website,
Unlock Locked Users via Zoho One Mobile App
Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
Inappropriate Removal of Features
It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be
Zoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
Disabling OneAuth
Hi. I want my users to only use the option OTP-Authenticator. However, I am not able to disable the option OneAuth. How can I do this?
Zoho one CRM - linking xero
Hi Guys, new to Zoho but not having luck with premium support so thought I'd reach out here - I cant find the xero app on marketplace and needing some guidance how to link xero to our zoho one CRM. Also we have 3 users, one of which emails arnt linking
Help upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.
Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,
Setting Up Direct Mail Campaigns
If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing. Does anyone know if that's
New ZOHO Mail Setup for my Website
Respected Team, I need to know that Can I create a Zoho Mail for my that website Apkqad.com that already have ZOHO Mail setup, actually I have forgot my gmail account on which I created zoho setup for my website, But is it any possibilities that I can
Fake Zoho One dashboard
I noticed on the Zoho One splash page, an absolutely gorgeous dashboard that beautifully shows the concept of Zoho One, bringing all of your business functions together under one roof. Problem is, it's a fake dashboard. We can't create a dashboard like
Subject Line Editing
Good morning How can we change the subject line of an email?
Next Page