Can't add any additional time slots
hello, In Zoho bookings I go in to add addition time slots to a session and it just appears to be loading but never loads. It is causing me great frustration and delays in my business. Can someone please help.
display subform field in main form as list
Hi, I need to display subform field in main form as list while adding subform records. I have a field "Items" in main form and I have "item name" in subform. I would like to shows the list of "item name" in main form "items". For example: The main form
Zoho Authorization refresh token limit reached
Hi, I have been facing an issue in Zoho Authorization refresh token limit reached. Error: {"statusMessage":"refresh_token_limit_reached","status":false} How can I resolve this issue of refresh tokens limit reached? Can anyone here help me? plugin-manifest.json
Getting internal error when trying to disable Zoho Finance to Zoho CRM.
Can someone help? I really need to delete an older employee who is not longer working for the organization from our Zoho One portal and I can't do it because he is the one who integrated Zoho Finance to our Zoho CRM. When trying to disable the integration
Open an Image as popup dialog box
I am trying to open an Image as popup when my application first load automatically. Users need to read the content of the Image then click ok to close it before the application loads. I am using jquery-ui-1.10.3. and trying to use the Jquery dialog but
How can I build an automated Sales Funnel using Zoho One apps?
Hi Everyone, I would like to know if anyone has information on how I can build an automated Sales Funnel using Zoho One apps. I need to build a sales funnel for selling online English classes for non-native speakers to improve their skills. I am seriously considering paying someone who builds funnels using Click Funnels to build it for me. However, I just keep thinking that there has to be a way to do this using the tools that I am currently paying for in Zoho One. Does anyone know if there are any
Sent and View
Dear, in waveaccounting we can see the status of the offer / estimate sent and viewed. Is Zoho Book available in this facility? Regards Abdullah
Custom Filters on Career Site and custom URL for apply button
Hello, My issue is I have tried to add 'Skillset' as a custom filter on my clients Career Site. I have made certain 'Publish in Website' is checked in Modules > Fields. But it does not appear as a Custom Filter option on the Jobslist section of the Career
Sales Person Access to Item descriptions and Prices
We are a Zoho One user with CRM and Books working together. In either the Finance area of Zoho CRM or in Zoho books. If a sales person creates an estimate, they have access to all the fields on the item record. Including making up their own items and
Does Zoho Campaigns sync to Zoho ContactManager?
Will information entered into Zoho Campaigns sync automatically to Zoho ContactManager? Or is it a one-sync from ContactManger to Campaigns?
Very clearly (and constantly) see Company-name & User-name logged in (all times!) (useful with different accounts & customers)
Hello, It would be really helpful, since more and more people work from home and work for 1-2-3 organisations, to see on which company (in which browser) you are working. Certainly as freelance consultants with different customers that would be extremely
Campaigns - Library - Email Templates - Edit Button doesn't work
Hi I have noticed several times now that when I have saved an email in the library templates, when I have tried to go back into it and edit it the button doesn't work. Older templates in the same folder still allow me to edit. All the other buttons,
Can Link of a website be used in blueprint of orchestly
Hello, I want to add link of Zoho Vault in Blueprint of a job in Zoho Orchestly is it possible?
How can I change a field label
I am setting up ZOHO CRM and want to change the label of a field. Mailing Province to Mailing State. If I import, Zoho provides a sample CSV and they use the title of State. In Australia, we don't use Province, and State is missing, therefore I am assuming
Zoho Email & Bookings
Hi guys, I want to buy Zoho One but have questions. 1) I would like to set-up email sequences to mail to my prospects separated by by some specified number of days between emails. Can I do it? 2) Will emails look like mass broadcasts in "from" email field
Help please - Desk and ticket info in CRM
Zoho Desk integration? We are starting to use both Zoho Desk and Zoho One. I have raised a few tickets for a client, and today created their profile in the CRM. Same Account Name, and same email address. I would expect that the CRM would show that there
How to edit or rename fields in chat window of Zoho SalesIQ?
Hi, I want to add and rename fields in chat window of Zoho SalesIQ? Kindly please help me with this issue. Thank you
Is it possible to switch off Email to users when @mention in Notes
We would like to switch off emails to users when they are @mentioned in Notes (from anywhere in CRM), so that users are not 'working' from multiple places Sending to Cliq or having a notification on CRM would be an alternative Is it possible to change
Design and Capabilities for an App - Might Need a Developer
I'm am wanting to build an app, that is primarily based around invoices (bills sent to me). I am thinking of using Creator to capture invoices. I will use the integration to ZohoBooks for all the "accounting stuff". What I am not sure about is Zoho Creator
Offers of the same product from multiple vendors
Hi Sirs, We are brokers of IT Products. We often have multiple suppliers or vendors giving us offers of the same product when we send out our RFQs to multiple vendors. How do I enter these multiple offers in to ZOHO? I would like to have a list view of
CRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been trying
Mass updating tickets with Tags
We are wanting to use tags as a way of grouping tickets that share similar concerns/problems. We have about 8000 historical tickets that we would like to update the tags for. We would like to use a custom field (existing) for the tag name for these
Zoho Transactional Emails
With Zoho One apps it takes sometimes hours for a client to get a transactional email. For example, ticket in Desk or email in CRM. Is it possible to connect Zoho with SendGrid and have them send out emails from Zoho apps? If so, how? Thanks!
GDPR - Right to be forgotten - Right to access
Hello I use ZOHO-ONE, which means that I get access to all of ZOHO's products. My question is whether there is any flexible way to handle the GDPR right to be forgotten, Right to access in one and same solution? ZIA? For example if I get a request on
Option to Control File Storage Location(s)
We are using ZOHO One and have built some simple automation to ensure that the Sales/CRM process properly places relevant files into a WorkDrive folder for each Project. I've further disabled the "Documents" tab in Projects, and we added a custom field
Could you please mail us the bills for our Site24x7 bills, etc?
Otherwise we have to download them manually each month. This makes accounting terrible.
Automate multiple processes/steps for production
Hello, I need to make a multi process flow in Sales Order Module. I tried to set it up as a blueprint but that won’t work for our needs as you can only run 1 blueprint at a time? Brief description – We are a team deal for sport uniforms, once we
Does Zoho offer a forum-based software like Discourse, Discord, FB Groups, etc.?
We are currently using Discourse for our private community. It's a bit convoluted because you have to sign up through Patreon to pay, then use your Patreon account to login to the Discourse forum. As a Zoho One customer, wondering if i can continue to
Can't import Notes with correct owner
I'm trying to import Notes into Zoho CRM from our existing system using the data migration tool. I have setup the mapping but no matter what I do the notes show me being the owner, rather than the user I specified in the Note Owner ID field. Is there
FREE WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals
Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consuming
Cliq and zoho one
We use zoho one for a small association and have subscriptions for our employees. We would like to use cliq as a platform for the membership. So the question is can we use cliq to share documents in a central library and also how do you set it up?
Pricing in USD
In Canada ZOHO charges Cdn for Books but USD for ZOHO One - Why is that?
How do I unlock the text boxes to use as image frames?
I spent a long time battling with Writer to get it to allow me to design a photo template for multiple images on a page for a report (which took me much longer than should as you are unable to copy/paste the text box format to duplicate it across the
Display an image on a page
Hello All, How can I do something so simple? Help please. I do not get why I cannot even find documentation about this. I upload image from a form in an image field. How do I display it on a page? Thanking you in advance, Apologizes for being a newbie
Pricing page for service based business
I am super confused on how to do this. We are a all inclusive little wedding business. We have only 3 set packages and a few add ons. So super simple pricing. We don’t ever need to make “deals” or “quotes” - but want our leads to be able to just see
Need to see Projects Associated with Tasks in Plain List View
When a user clicks into their My Tasks list using "plain view", it's not even possible to see which projects tasks belong to, without clicking on a task and then going over and clicking on the little "i" for every single task. Please see screenshot below.
This Week in Zoho News - CRM Zen Show Episode 128
Click here to listen to the podcast. Zoho News Bigin Android App Adds a Pipeline View Zoho has now added support for Pipeline View within the Bigin Android App Motivator for Zoho CRM Released This is Zoho CRM Replacement for Zoho Motivator. At first
ZUG Virtual Zoho One Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One
Add records to related list via API
Hi! I have a costume module called "Promotions" that has a related list to another module called "Buildings", the idea is that each promotion will be related to a few buildings (multi-select lookup field). Usually I'm using the API for updating records
Populating form fields with webpage details
Hi all I have a lead form created using Zoho Forms. The form is intended to exist on many different webpages. I would like the form to pull in the page meta title and url and pass them to hidden form fields. How do I go about doing this? I'd also like
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