Zoho One- for Customer Success
Hi Zoho community! We're relatively new with Zoho One solutions. As the Manager, Client Success I'm looking to speak with other leadership individuals who have leaned on Zoho One products to streamline and simplify your workflows while leveraging all
APAC Online Workshops - Managing Your Customer Pipelines With Bigin
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. We'll be
Zono one and email accounts
At the moment i am using the free edition for mail. will soon be upgrading to zoho one. How do i create department emails (e.g affiliates, accounting). Each user has their own licence, but what about department emails. I can add them as alias in my own
Missing data/database/application
Good day, I created an application with Zoho a few years ago. When I log into my existing account, I am unable to find my application, or any of my entered data. The name of my tool is called Suministe. Thanks.
Automatically close a survey on a Date/Time
Hello, Sometimes (often) investigations are planned and have a deadline. Not wishing to forget to close it, I wanted to know if there was a way to automatically close a survey on a certain date and time ? If yes, can we configure it and how ? Regards
Looking for web developer for our company website using Zoho sites
Hi Looking for web developer for our company website using Zoho sites Contact me on Skype : mifiji.com.fj or email on phillipb@mifiji.com.fj
Cost of Goods Sold Report
Is there an available report that will display this information on an SKU level: Invoice Number - Sales (Selling price per SKU) - COGS (per SKU)? My current view only allows me to see the Journals based on totals per account.
Cannot connect Godaddy domain to the email
I did everything CNAME and TXT it wont connect?
Pictures/presentation on iPad
Hello, Is it possible to upload a catalogue/pictures or a presentation on the Zoho CRM for iPad use ? The purpose would be that we can show to prospects and customers pictures of our products, projects, ... I have tried to upload an image in the Documents
how can people outside the organization view and modify bugs?
Hi! I'm new to Zoho bug tracker and I was checking out how it works. how do people from outside my organization see the bugs and modify them? are they "client users" and I give them access? should they make an account or is it more convenient than t
Zoho Books and 2Checkout integration, Error message after payment!
Hi, I am having problems with my integration of 2Checkout and Zoho Books and the Zoho Books support team just does not respond. Is there anyone else who has this integration setup successfully? If so, perhaps you can help me. We are using 2Checkout as
Shipment Order/label
Hey, I simply need a shipping label with my address and the address the parcel is going to - it's for something I'm hand delivering myself (which is fairly common for my business) but leaving it with a business centre receptionist - so, it's useful to
The CRM sales orders are not synchronized with the Books
Hi, We have a problem, the CRM sales orders are not synchronized with the Books sales orders and we need them. What could be the problem? We have synchronized all these orders between within the CRM and the CRM does not send the sales orders to Books:
Bug between Zoho Analytics and Zoho Projects - Duration shows in days in Analytics and Hours in Projects
Is anyone else seeing that Zoho Analytics does not accurately show the budgeted hours for projects. It is changing everything days and setting the duration field (which I believe is related to "Work Hours" in Zoho Projects to "1" for everything. Here
How to add subform product details into quote template
Hi Zoho Community, I'm exploring the quotation module. We sell trips therefore I have created a list of products that are packaged tours that contains sub forms which are itineraries details. Issue is : when I send a quote only the product line is shown on the template, I would like to add the subform as well in the quote . Is that possible ? Any work around suggested ?
Cliq
Hi I am a huge fan of the family of apps and love the fact they mostly all integrate with each other, But sad at the fact that I am still having to use SLACK for my communications platform. We are a recruitment agency that deals in large volume recruitment
Exposing Leave Module to Analytics of Zoho People
Hello Team, It would be really great if we can expose the leave module to analytics(Both Standalone as well as Inbuilt in Zoho People). There are many requests for this from our clients. Hope this gets released soon
Zoho Assistからデータを取得したい
久しぶりの投稿なのですが タイトル通り Zoho Assistからデータを取得したいのですが Zoho Analyticsでは対応していなくて https://www.zoho.com/deluge/help/zoho-services-supporting-deluge.html Delugeでも対応リストにないようです さすがにこれは諦めるしかないかな？ と思っています。一応Zoho本社のサポートにもつたない英語で問い合わせては見ました どなたかいいアイディアあればぜひよろしくおねがいしま
Zoho stop replying to support tickets
Hello, I have to raise this discussion publicly because Zoho have stopped replying to several support tickets this week and both are urgent matters. The first is around Zoho Workdrive. We have been trying to migrate from Google Drive (GSuite) and despite
Timestamp for submitted forms is not my Organization timezone?
Hi, I have just set up a new form, and noticed during testing that the timestamp is Los Angeles, not GMT London UK. I can find where to change it in forms.. Why is this module not picking up my organization Timezone? I have Zoho One account. Thanks
Instructions Field
I want to start off by saying Zoho Desk is a great product but what would make it even better would be a layout field that could be used for instructions. We are a franchise system many of our end-users are customers but not customers at the same time.
How to generate OAuth Token for Razor Pay to integrate with Zoho Forms
Hi I want to integrate Zoho Forms with Razor Pay but to Authenticate it requires OAuth Token. How can we Attain OAuth Name ?
Accounts in Help Center portal
Hello, I have a question regarding access to Help Center portal for the customer. We have one big customer that has sub-departments. All users are added to one general account. I have invited their Manager as End User, so he can see all the tickets of
Zoho one - adding employee with lower prices for specific applications
I have a subscription in Zoho one for 1 user which is me and have many applications which is great. i want to buy licence for my employees but not the zoho one licence. i want to buy about 20 liscence for zoho people to be able to check in and out and manage the tasks duration. and 1 complete licence for hr. and 1 zoho books for the accountant. and 2 zoho crm - one of them professional. -- when i am trying to do this i found the only way to add them to the zoho one liscence and should pay 35$/user
NO PUEDO RECIBIR CORREOS
ESTOY PRESENTANDO UN PROBLEMA, PUEDO ENVIAR MAIL PERO NO PUEDO RECIBIR Y ESTO ME IMPIDE CONTINUAR CON MIS TRABAJOS, POR FAVOR UNA SOLUCION
This Week in Zoho News - CRM Zen Show Episode 132
Click HERE to listen to the podcast. Zoho News Zoho Assist No Longer Supports Internet Explorer Internet Explorer and all its versions will no longer be supported to host remote support or unattended access sessions effective from February 02, 2021. Does
Bug in Quote - Discount value keeps changing
Problem providing an overall discount on a quote. Steps to reproduce: 1. Create a quote with 2-3 product items. 2. Provide an overall discount (eg: $2,000), use the Direct Price Reduction. 3. Save 4. Click Edit again 5. The Direct Price Reduction has
PayNearMe Intergration
Please add PayNearMe integration as an option for Zoho books and subscription payments. To allow payment to make payments in cash at retail locations nationwide. https://home.paynearme.com/payment-types/cash-payments/
Booking Plugin with CRM not allowing me to schedule new appointments
I cannot schedule new appointments in the contacts module using the plugin drop down options. When I select new appointment, the booking page loads, but when I click the service I want to schedule, it will not load at all. please help.
Move Data from Multi Line to other Multi or Single Line
Hi, i am try to move a data from multi selectin box to a single or multi line. i can do that with single to single but problem is transfering froma multi line. i try to use this simple code as below; if(servis_personeller == null) { input.servisPersonel_Deluge
How to let influencer track coupon performance
We issue unique coupon codes to our influencers for marketing purposes. Is there a way for the influencers to keep track of the coupon performance, or receive an automated email whenever the code is used? Thank you guys!
IP Range for Webhook Whitelisting
HI, Can I please get a range or list of IPs that I can use to Whitelist IPs for Webhooks? Also, is there a way to automatically get notified if that list changes? Thanks, Sayanti
How do I use a Page Parameter with a Chart or Panel?
I am trying to feed in a page parameter to a panel's record criteria. I used ${page_parameter_name} in the criteria field, which doesn't work. Will I have to use a ZML snippet to achieve this? criteria='(((Confirmed == "$(confirmed}")))' What
ZUG Virtual Zoho One Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One console, an outline on custom fields, tabs and more. Here are the details
Display Last Activity Time on Individual Records
How can I display the `Last Activity Time` on individual records? I see it in list view, but not record view. We need to display this for our Salespeople to easily identify the last time an account was contacted or a note was created.
WEBINAR: Next Level Sales Growth In Zoho CRM
WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals Join our free live training session on how to automate Zoho CRM for next-level sales growth. Zoho CRM is a powerful sales tool
This Week in Zoho News - CRM Zen Show Episode 131
Click HERE to listen to the podcast. Zoho News Zoho Mail 2020 Review Here’s a summary of the most important highlights from the past year: New services for better emailing and collaboration 15 million users and counting Workplace was named India’s best
Connect Invitation Problems
This seems to becoming a problem with the various data centres. I personally have two Zoho accounts one for my business and one we set up for a charity. We eventually moved the charity over to Connect wanted to use it for our members (external). After
Display a webpage with simple message addressing a contact by name
What is the optimal way for a Zoho One user to display a message on the website addressing CRM user by name? In practice, I'm thinking of designing a webpage with birthday message based on an annual custom template where customer's name is passed as a
Does Anyone Know A Way to Get Zoho Campaigns Leads and Email Templates in Zoho MarketingHub?
I recently discovered Zoho MarketingHub after using Zoho Campaigns for a few months. It makes sense. Zoho Campaigns to send email campaigns to previous/current customers and Zoho MarketingHub to send email campaigns to leads. Here's where I am confused.
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