Como 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 a
Integration 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 al
Zoho 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 response
Display 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 ZOHO
can 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 module
Annoying 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 solution
developed 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 business
Upgrade 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 package
Getting 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 require
Product/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 details
Journey : "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,
Possible to filter out contacts that hasn't opened emails in Cadence?
We use Cadences in various outreach - is it possible in analytics or reports to filter out the contacts that have not opened their emails?
Fields are missed from lead generation
Based on the following article, there should be options like "Push leads from all leads forms to Zoho CRM" or "Like my ad" or "Comment on my ad" in the Lead generation menu in my Zoho social, but they are not. Other options are available though. htt
Please Add StatusIQ to Zoho One
Hi Zoho One Team, I hope you're doing well. We would like to request the inclusion of Zoho StatusIQ as part of the Zoho One suite. Since StatusIQ is already a Zoho product, integrating it into Zoho One would provide organizations with a powerful tool
Is there any workaround or method to restrict user login to a particular device
Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure
Does this count as multiple pages? Or only 1?
Hello, I am trying to build a specific scenario within Zoho, but the trial indicates I need to upgrade to be able to test. Basically I have Zoho One and want to use Zoho CRM, Zoho Creator, and Zoho Sites. I see the limit on Zoho Sites is 50 pages. Here's
A 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 time
Subform Client Script
Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client
Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.
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.
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