Portal Cliente
Buenas, Quisiera hacer una consulta para ver si no lo estamos enfocando bien, o no somos los unicos a los que nos pasa. Usamos desk y books dentro de Z.One. El tema es gestionar los dos portales clientes, hay clientes que nos abren tickets y a parte nos piden las facturas (aunque se las enviemos automaticamente). Se nos hace un poco raro que el cliente se tenga que dar de alta en los dos y que sean separados,hay alguna forma de unirlos? como los usais vosotros? un saludo
EU Zoho Marketplace
Why are the vast majority of Marketplace apps/addons not available in EU, including those Zoho release? It’s incredibly frustrating reading about new marketplace apps on here and then not being able to utilise them. Can the two Marketplaces not be put in sync? Sometimes when I mail the respective product department they manually make it available for me but more often than not I’m told I need to wait for an undefined amount of time and I’m still waiting for many, particularly on Desk and CRM any
Sync service does not function properly
Hi, I am running 4 contacts syncs, each run differs bout 15 mins. I realize that sometimes one or two of the automation do not sync from my zoho crm to zoho campaign. and yesterday all 4 syncs were not able to the new contacts in the listings at all.. help please
Zoho Remotely Free Plan Details and Activation
I'm posting this here because there isn't a separate community for Remotely. You did announce on the Zoho blog that the Zoho Remotely toolkit will be made free for every business until 1st of July. This announcement and the homepage of the Remotely tookit doesn't mention which levels of each of the products inside the toolkit are being offered. Please inform us about these details. Also the "Access Remotely" toolkit link takes you to an account creation page which already fills in the details from
Zoho コロナ緊急対策
zohoさんでは中小企業むけに The Small Business Emergency Subscription Assistance Program (ESAP), を始めました 簡単にフォームから申し込んで 売上が落ちている申請をするとサービスの無料や追加が無料でできるwalletをくれます 金額は企業規模で違うと思いますが1人$150くらいのようです コロナでお困りのかた数日で申請承認が済むので申し込んでみてはいかがでしょうか？ Thank you for trusting us with your business. We have reviewed your application for and we are glad to inform that we have accepted your request for the waiver. To support your business through the pandemic, is detailed below.
Lookup options limited
I'm new to Zoho One and am trying to build a platform to run my cabinet shop on. I'm working on setting up my Products list in CRM and this list will include both labor and material items, unless there is a better way to structure it. Ultimately my goal is to build a system that is accurate and flexible, allowing real time monitoring and the ability to keep records updated quickly and easily. One of the things I want to do is price labor items by the billable unit, i.e. per square foot of sanding,
Help my industry keep working
OK, this virus stuff is really hurting my industry and I want to help. Everyone is setting up facebook groups, databases, spreadsheets to track who is out of work, what skills they have, where they are located etc. It's all well meaning but not efficient. I want to create something using Zoho Workerly to do this, I have Zoho One. I want to help people out of work find people who need freelance helpers. This will help keep food on the table and roofs over people heads while we get out of this mess.
Do ZohoSign custom modules count against the maximum I am permitted to have?
I have a five-user license for One. I believe this gets me up to 10 custom modules. In the "Modules" section of One Setup, there are three modules labeled as "Custom" but which are associated with the integration of ZohoSign. Do those three modules count against the 10 available to me with my One subscription?
Creator Apps are missing since today
...on the my apps dashboard all creator apps are gone and i can't re-install them on the dashboard!
Check out Episode 84 of the CRM Zen Show - Be sure to subscribe to never miss an episode
Here is what happened in the world of Zoho last week, as discussed on Episode 84 of the weekly podcast, The CRM Zen Show. Click Here To Register For Our Upcoming Webinar: Zoho CRM Overview & Best Practices, March 24, 2020, at 10 AM PT. Click Here To Subscribe To Our YouTube Channel Zoho News Zoho Cancels Zoholics Due to COVID-19 Fears We are really going to miss the event as we look forward to this all year. Zoho will be issuing refunds to all ticket holders shortly. We will post the details on our
Days of the week
Is it possible to show the days of the week for the date field, so instead of just "6th March 2020", it shows "Friday 6th March 2020"?
Attempt #1,000..... HOW TO GET SUPPORT FROM ZOHO ONE
Yet again I'm on here begging Zoho One to contact us and provide some support. This is beyond crazy. I finally got in touch with someone after months of begging. His name was Ranga and he said he was going to call me on Monday. It's now Tuesday. Another week has gone by and we cannot get super simple customer support with our account. I have been begging Zoho to pay them more money for premium support yet they refuse to get back to us. I thought Zoho was some huge company but as we get further into
Showtime Admin
When I go to Showtime application, here is what I see. None of the links are clickable.
I cant get past first page of the setup
Hi I cant get past the first set up page because once I chose the portal I am unable to chose done and move to the next step. See attached image.
Remove the create option from portal settings
Hi, I just created my first portal for the CRM contacts module. The idea is to give customers access to certain fields so they can change it themselves. However, in testing it seems they are also able to create new contacts, which is not what we want. If I change the permissions in the configure portal options, i can deselect edit & create, but if i try to select just the edit option, the create option immediate switches on too. What am i doing wrong here?
Filter LookUp Field
Hello, I would like to filter lookup field using Deluge i tried doing it using below code but it just clears the records in the field it doesn't filter the records. Code: for each rec in Product_Master[Units.contains("Mtr") && ID != 0] { match = count(Product_Master[Units.contains("Mtr") && ID != 0]); if(match>0) { input.Product_Master:ui.add(rec.Design_No); } } //Units is the Drop Down Field
Field Mapping CRM to Project
Is it possible to map custom fields from the CRM to Projects? When a Deal is won I would like to create a Project based on the Deal. I would like information from the Deal to be populated in the associated Project. If the data cannot be mapped is it possible to create Lookup fields in Projects with the CRM data? Examples: Deal: Providing a Training to a Company Contact in Deals to Contact in Project Date of Service in CRM to Date of Service in Projects
Simple Custom Function won't Save/Work
Trying to create a simple Custom Function. It is written as follows: sendmail [ from: zoho.adminuserid to: "txxxx@xxxx.com" subject: "New Request for Estimate Available" message: "Name : " + input.name ] And I get the following error: Failed to save the function Variable 'name' is not defined Line Number: 6 I've read countless Help page/articles and this is how it says to write it and that it should work. Why isn't it woking? Any help greatly appreciated.
Campaigns are not firing
Anyone happen to know why a workflow wouldn't fire? Emails are not being sent. SMS messages not being sent. Zoho Flow not executing.
All merge docs from Zoho Forms are not working
Today, possibly due to update, all merge docs associated with Zoho forms were not delivered to clients. This is a MAJOR fiasco. Please have someone contact me asap to solve this.
User ID
viewing a downloaded file requires a password based on my user ID. How can I find my user ID?
How do I re-add a user when I delete it?
I had a user and I deleted the account during the trails. But when I am try to add agaun, the system says the 'user exist' but doesn't display. Best Shyam
Workflow Rule Limits
We have a workflow rule that sends out a series of e-mails, tasks(lead owner) & letters. Once we hit the limit of 5 timed actions we can't add anymore. What we have done is in the last (5th) action it does a field change in "lead status" to long term. We added a second condition "if lead status = long term" it will begin a series of other timed e-mails. It appears this isn't working. If this can't work this way what would be the best practice solution.
Zoho workdrive's New file trigger is deprecated.
Hi, We have successfully used the above trigger in Zoho Flow. This is now deprecated since last month. This stops our reminder process. Do you have a replacement for this trigger? What alternative solution is available ? Thank you.
Request time already booked
Hi there, I want to set up a way that if a client wants a time and a resource that is already booked they can request a notification if the booking gets cancelled or rescheduled. So let's say John wants to book Chris for 2 hrs on Tuesday starting at 1pm, he checks and see's that Chris is free so books him. Later that day Jenny also wants to book Chris for 3 hrs on Tuesday starting at 1pm. Is there any way that Jenny can register an interest and if John reschedules meaning Chris is now free that Jenny
Cannot Copy and Paste into Task Comments Field
Was just trying to copy and paste comments into the Comments area for a task using Chrome. I can select paste, but nothing ever shows up. I assume this is a bug? Thanks
How to make a Campaign workflow process invoke a webhook?
I can't seem to find any process in workflows that would allow me to kick off a webhook. I have set up a webhook under "Settings", but can't seem to find a way to associate it to a campaign as an action/process. Can anyone tell me what process might include an option to invoke the webhook?
Point of Sale
I am looking at Zoho One as a possible replacement for our current ERP but cannot find a POS app suitable for my wholesale business. Most orders are placed on the phone and by description not part number so Boolean search is a must. Is this available or under development?
Please add What's New Page so we can track updates
hello, can you guys create a what's new page so your users can track how the application is being updated. Thanks.
Field Mapping To Templates
*EDIT* Problem solved: %Subject% not %subject% I would still love to see a list of all fields because a lot of them are not that obvious. Is there a way to map "Subject" from the Estimate to a custom template? I'm using the "Custom Template" option and I don't see %subject% or anything like it as an option. I'm pretty sure that I'm seeing Subject on some of the pre-made templates so it seems like it should be there! Is there a list of all available field names that can be mapped to a template?
Zoho One
I transitioned to Zoho one from Zoho CRM & Zoho Recruit thinking I would then be able to streamline and automate my business processes across what looks like a very impressive set of Apps. My trouble is while I know what I need for my business to run smoothly, I am seriously struggling trying to figure out how to make this happen through the various apps provided. I am a recruitment agency for the hospitality industry that primarily takes care of large seasonal recruitment drives for my clients
generic email accounts (not aliases, not groups)
Dear Zoho, I just opened a trial Zoho One account and I'm having issues setting up generic email accounts. These accounts aren't used or accessed by regular users, but are a must for our organization. For example, info@domain.com, sales@domain.com, scanner@domain.com, etc... Please tell me there's a way to create this accounts, otherwise Zoho One's pricing is a non-starter for us ::sad:: Thanks, Sergio
Way to automatically assign a status after Time Open hits a certain point?
I'm trying to put together a "queue" of tickets that have been open for longer than 72 hours (not including hold time). What I would like to do is automatically assign a status to a ticket if the Open Time hits 72 hours. Is there a way to do this? Or am I looking at the wrong place?
Verify a domain that is hosted in Crazy Domain
Hello, I'm trying to verify my domain of a website that is hosted in CrazyDomains. The TXT has been added and it's been over 24 hours but still says Verification Failed in Zoho. The website was built using Wordpress but hosted with Office365. Thank you. Joymie
Change email address in Zoho account
Hello, We have 2 different Zoho accounts and we're trying to add users in Company 1 to Company 2. Each user has been assigned a Company2 e-mail address. However, one of the users have their Company1 email address registered to Company2 and there has been a conflict adding them to Zoho Apps saying that the "User is already present in another account". I also got another error message but I'm not sure where I can remove the user from other Zoho Meeting Organizations: Is there a way I can change the
how much of this is included with ZohoOne membership?
Every page/ option says pay more, for example, the add logo section says pay or start free trial. Is this included in ZohoOne?
Freeze columns in Summary Report
I have build this public facing report https://culytics.com/blogs/cu-peer-comparison-dashboard to compare the performance of credit unions in US. When people scroll, the credit union name also scrolls. This makes it difficult for users to see which credit union are they seeing the results for. Is there an option to freeze the columns - just like one would do in Excel, so that when people scroll they always see the credit union name. Thanks
Allow easier update of fields and field options for modules and blueprint
I have several suggestions where zoho can improve updating fields 1. In Blueprint-allow for field options to be edited in info/states. This includes allowing for delete, edits, addtions (additions already an option. THANKS YOU ) Here's why. When updatiing or creating blueprint, a lot of ideas start shooting off as you exprience how your process will look and feel. These ideas will lead to new field options, deleling/editing existing ones. Having to go and open module editor to update the field
Using Teams with Projects
I'd like to be able to use teams to filter projects, but I don't see that option in the project filter or the project custom views.
Refresh Authtokens generated by Zoho CRM
Hi, After some troubleshooting i ran into a problem. 1. I have a Zoho One account with the apps Zoho CRM and Zoho Books activated. 2. i went to https://accounts.zoho.eu/u/h#sessions/userauthtoken and there were no active auth tokens 3. i wrote a small custom function in Zoho CRM, where ofcourse the orgId and estimate_numbers where filled in with the correct values: info zoho.books.getRecordsByID("Estimates","orgId","estimate_number"); return "";4. The script returned the Estimate and it looked fine
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