Mail Merge
I am about to give up on Zoho all together. Something as simple as mail merge is making me pull my hair out. I have created 2 templates 2 different ways. One was through Zoho Writer and another.... I don't even know what it was called, but it was a pain
Evaluation of workload and complete data transfer
Hello, not all comments on our posts are transferred to Zoho Social and if they are, not all of them are converted into tickets. Basically, it seems that the API between Zoho and Meta is not working smoothly. Even if all comments ended up in Social, we
Upgrade and Merge tow licenses in one
Dear Zoho team, We currently hold two separate licenses: Zoho Books under Multisystem Technology, Organization ID is 783298272. Zoho One under Multisystem Technology my ID is 803718303 (I didn't know where is the organization ID) We would like to upgrade
The OneAuth Android app cannot be used on a Chromebook Plus, for a strange reason.
I got the following error message (in French, translation follows) -> "Ce navigateur ne prend pas en charge le protocole WebAuthn/FIDO2. Veuillez réessayer avec un navigateur pris en charge." or "This browser does not support the WebAuthn/FIDO2 protocol.
Zoho one vs zoho people licence
Hi In our company we have about 20 licences of zoho one, we need 15 more licences to access only to zoho people. We dont need the new 15 licences to access to whole zoho one package. How can I get those 15 extra licences only for zoho people, in the same
Service Account Admin for API Calls and System Actions
Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
Onboard a developer for a Zoho Creator application from Zoho One
Hello, Could someone tell me how to add an external developer to a Zoho Creator application from Zoho One? It's not very clear and I can't find any real explanation on how to proceed. This developer also has a Zoho One account and would like to add one
Zoho One Groups Should Include Teams in Zoho Projects
When adding a new user and assigning it to a group, it would be helpful to have that group include Team assignments in Zoho Projects.
I need custom email accounts
Hey there, I was on the free plan with just 1 domain and custom email address. Because I wanted another custom email address, I paid for a license for mail plan, I was able to add my new domain but right now unable to create my custom email address for
Tagging Clients by SLA
Hi Guys, I have CSM agents that are handling clients with different SLA, some are on Pilot and some are with Regular SLA, Is there a solution for somehow tagging or showing to the agents who is ON SLA=PILOT thanks
Pivot Regenerate button not visible to portal users
we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
VERY BAD WEBSITE TOOL IN THE MARKET
Unfortunately, there’s no undoing this problem. It's not something you can fix, but if I don’t write it down here, my anger won't subside. I don’t know what kind of update you made with Zoho Sites, but for the past two weeks, we’ve been constantly struggling
API for Zoho One
Namskaram Zoho One team, Zoho One is the centralized place for managing Zoho application users. When we want to manage users through script like Adding user to an application, Deleting user and so on. There is no API for Zoho One. It will be nice to have API for Zoho one to manage users through script. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
New Zoho One Search Function needs to be changed.
I have been testing out the New Zoho One before having the other folks in my organization switch over. Thus far I have noticed that the search function has been changed so it is no longer always ready for user input. The new Zoho One requires users to
Can import knowledge base articles from .CSV file to Zoho One?
When I exported the articles from the previous provider, it sent only a .CSV file of our CaseFox software articles. So, can I export the articles through .CSV format?
Zoho Sites - 2.0 Licensing and Zoho One
Hello All, We'd like to test the new features of the new / future Zoho Sites 2.0. It is now in trial. The pb is we don't know what the licensing will be when you have a Zoho One license. If it does not fit our interest, we're not going to invest time
Traoner Central not accessible ...
Any Chance to fix this problem within the next hour ... if not, I have to cancel my session ... thanks for a quick response Ignaz
CAN'T DELETE ORGANIZATION
Hello, We don't use zoho anymore. We have made all our backups and now we want to close and delete all our accounts. When we want to delete it, we get this error. O124 : Opps! Something went wrong.Try again lat Sincerely regar
DPA
How long does it take for Zoho's legal team to sign a DPA? Cannot be that difficult, can it? But as with Support, you never get a reply - or even action - without following up. Initiated the process two weeks ago - and not without hassle at this stage
Help me downgrade from Zoho one to Workspace (mail, office, drive) for all my users.
Help me downgrade from Zoho one to Workspace (mail, office, drive) for all my users. I want to be sure I follow the correct process. I have no critical data on anything other than Workdrive and Email at present.
Change a user's e-mail address.
Hello, how are you? I have a question about whether I can edit an email address to change its name. If it can be changed, would you help me to change it? Or what would you remind me to do to change the email address so that I can create the mailbox. The
Enhanced Login Failure Analysis in Zoho One Admin Panel
Dear Zoho One Support Team, We are writing to request an enhancement to the Zoho One Admin Panel's user management capabilities. Currently, the panel provides limited insights into login failure attempts, making it challenging to troubleshoot user access
Assistance
Hi All, I'm a newish Zoho user and at present there are only the two of us. We are about to start growing our team but I want to have Zoho setup and running before bring on new personnel. I'm loving the Zoho platform but I'm frustrated that I don't have
Unable to delete a function
1. This looked promising, but it's not available in our One subscription, even to superadmin https://www.zoho.com/crm/developer/docs/functions/delete-junk-functions.html#:~:text=To%20delete%20functions%2C%20Go%20to%20Setup%20%3E%20Developer,delete%20up%20to%2050%20functions%20in%20one%20go.
Custom Domain for all of Zoho One?
Is it possible to setup a custom domain that would cover all Zoho One apps? Something like zoho.mycompany.com but would work for all apps so I don't have to setup custom domains for each app? FutureX
Email Deliverability from Zoho
Microsoft is flagging one of our email addresses (quotes@xxxxx.com) and stating we are spamming from it (more than 30 emails per minute). We only use this email send emails from DESK and BOOKS. The ip address they believe it is being sent from is: 136.143.188.8
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 license
Company 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 accounts
Admin 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 Specialist
Service 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 been
Independent 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=0
Start 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 a
Quote 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. Does
Onboarding 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.
Update/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 imported
add 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 users
Zapier 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 develop
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