Update Deal Owners not can not access Zoho Finance items
Dear Zoho team , I ran into this issue, with integration between Zoho CRM and Books , if i transfer Deal ownership from 1 person to another person. The new person can see the list of estimate under Deal , but can not open the Estimate, it indicates that you have no right on it . Could we have options including Zoho Finance items , when change ownership of Deal as well
Delete a record from a custom app if an invoice is deleted from books
I currently have an app that creates records in CRM then triggers an invoice creation in Books. Is there a way for the books platform to trigger a record deletion associated with the invoice if the invoice itself is deleted?
No update in Quantity in Stock Field in CRM - after integration with Books
Dear Zoho team , After many issues with Books and CRM integrations, now we come to 1 more : There is ''Quantity in Stock ''Field in CRM, but after integration with inventory and books, the field is not updated anymore. Only we open the Product details , under Finance tab , it will show Stocks ... But for fast check on list , we need to have Stock field. Is there away to pull stock quantity to a custom field to show it on CRM product list ? Please share me custom function or any workaround ways
Bad link for Manage Users button
When I click "Downgrade" button from https://payments.zoho.com AND select a smaller # than my current users, a tooltip appears with a "Manage Users" button. But when I click that button, the link is malformed. The bad link is: http://one.zoho.comhttps//admin.zoho.com/sredirect?zaaid=687474030&action=users&servicename=ZohoPayments
Why is Zoho Commerce not part of the Zoho One package?
May I get a clear explanation as to why Zoho Commerce is not included in the Zoho One package? E-commerce is a very hot vertical and it seems Zoho should love to have many users on the e-commerce platform which carries their name. I'm curious to know how, strategically, it was decided that Zoho Commerce would not be included in Zoho One?? Please advise.
Make Custome Zoho Bookings URL
Hi I am trying to setup my booking page in my own domain name. I can verify the domain but it seems that Zoho booking is not able to use the subdomain I have cteated. Please advised what is the correct way to create a subdomain and use custom URL with Zoho Booking applicaiton. Thank you in advance.
Multiple Select Custom Field Zoho Projects
We need an ability to add multiple select drop down custom field in Tasks Is that do-able in Zoho Projects?
I want to cancel my account!
I have been trying to cancel my account for 2 TWO days now. I clicked on "close account" and it said to cancel organization. I deleted domain and never had zoho email. When I click the delete button for organization, all I get is this O124:Oops! Something went wrong. Try again later Any idea on how I can actually cancel the account? Or where the heck I can find someone who can help? Thank you very much!
O365 allow more than 10 domains to be excluded
We would like to exclude more than 10 domains in the email configuration with Zoho One.
Create Custom Action Button to Display Limited Form Fields For Selected Record
Is it possible to create a custom action button on a report that will open a pop-up window (or new page) displaying limited fields for the underlying form? I have a large underlying collection form for work projects (30+ fields). When I create reports on certain fields of that form, I'd like to be able to click on the record and be able to quickly edit some of the displayed fields, without having to scroll through the whole form. Basically, the action button should open the form for the selected
Multiple Organisations
HI we are fairly new to the Zoho platform. So far we love it. WE were wondering if there is a possibility to run multiple organisations under one account. We have more than one business and would like to have it all under Zoho. We have some users like the key management team that work for both organisations and some staff dedicated to one organisation only. Just seeing if there was a way to have multiple organisations setup under one account so that key management team could have one login to deal
New User Password
I have added 3 new users to Zoho One and have chosen to have their password generated automatically. Next, I have sent the email notification for them to join. Where is the password? Why is it not sent in the email with the invitation or in a separate email? I have had to manually go in an reset the password and email it to them directly. I'm not sure why this is. Shouldn't they be able to get in on their own once an invite is sent?
External Users
I have two of my employees that are listed as external and I can not get them into my org... How do I get them to be part of my org? I sent them an invite and they could not accept it. How can I find out what other org they are a member of and how do we delete that org off their machine.
Global notification
Hi, I'm trying to figure out how notifications are managed globally in Zoho One. Here a current example I have: We are creating Estimates in Zoho Finance Module of the CRM. Estimates needs approval. The problem is that as Approver, I don't get notifications when I'm in the CRM, or Campaign or other part of Zoho One. How can I get these browser notifications from anywhere in Zoho, from any App ? I don't need email, I have enough email already ;) Regards
I want to change the super admin I'd of Zoho One.
I have purchased Zoho Mail for 10 users and it's super admin i'd is info@folkaholidays.com. After few days I have purchased Zoho One for 1 user with same super admin I'd then after my 9 users in Zoho Mail is got deactivated. What should I do please let me know.
NO PUEDO ACCEDER A MI CUENTA
Buenos días, al intentar ingresar a mi cuenta, se queda procesando y no ingresa a la cuenta, al parecer solo sucede en mi computador personal... en otros pc si puedo ingresar.
Automated meeting planning as Calendly.com
Hi, With Zoho, is it possible to create a reservation form for telephone appointments according to a schedule? As proposed by the Calendly.com website. Thank you
Contract Management
I would like to know if among Zoho's products there is module to manage contracts. The key requirements I am looking for are: (1) to have ability to create contract template (add new fields), (2) to customize contract flow (3 or 4 confirmation steps with providing rights to accept or reject contract), and (3) to attach documents. Does Zoho offer anything like this? Thanks in advance Gvantsa Kvlividze
ZOHO-One not as useful as one might think (for "Solo-preneurs")!
For single accounts it is not possible to collaborate with free-lancers, or clients on projects (or other ZOHO modules that are included in the ZOHO-One bundle). This is a statement by ZOHO: Based on this we can proceed with the licensing of 1 employee for your company, however please note that a single Zoho One license will give you access to only yourself for all Zoho Apps. So if you need any other person apart from yourself to access any Zoho Apps within your Zoho One account, then you will also
CRM Sales Order
Hi Support, I need to add an 18% service charge to taxable product items on the CRM Sales Order as well as the sales tax. What is the best way to do this? Thank you in advance for your help. Pam
Zoho One Groups
What is the difference between Zoho One Group and Zoho CRM Group?
How can i remove specific application like ZOHO Desk from ZOHO one ?
Hi i am unable to access zoho desk. and "404 page not found" error display on screen while try to access the app. so i want to remove it and re-install/add it to my account .
Crowdfunding
Please tell me we want create Crowdfunding system. Can we set up crowdfunding using by zoho apps? For example zoho sites and zoho sign? Any ideas or still using by zoho apps, we want. Thanks a lot.
Integrate Zoho with voice based applications google assitant, Microsoft Cortona and Apple Siri
Are there any plans for Zoho to with voice based applications google assistant, Microsoft Cortona and Apple Siri? Sudheer
Contacts question
I am a little confused about how the contacts in the different apps interact with each other. I assumed that if I added a contact in Zoho Contacts Manager that it would automatically show up in the contacts tab under Zoho CRM. When I look at the two it appears as though they are not related and I have two sets of contacts. My question - is this correct? Is there a way to sync contacts across all Zoho apps? Thanks in advance for clarifying this issue for me.
Unable to access zoho desk application
Hi i am facing error message displayed below while try to access ZOHO Desk app. User ID: 60001433322 please help me as soon as possible. Looking to here from you . Sorry, this page doesn't exist. Please check the URL or go back a page. 404 Error. Page Not Found. Thanks
Totals function
Hey, I am trying to write a custom function to calculate Quote totals to include at the Deal level. Here is the function: https://www.zoho.com/crm/resources/tips/functions-grand-total.html RelatedQuotes = zoho.crm.getRelatedRecords("Quotes", "Deals", potId.toLong(),1,200); //info RelatedQuotes; total = 0.0; for each ele in RelatedQuotes { grand =ifnull(ele.get("Grand_Total"),"0.0").toDecimal(); total = (total + grand); } mp = map(); mp.put("Amount", total); update = zoho.crm.update("Deals",
LMS- Knowledge base as small videos with interactive training
It will be good if the articles under knowledge base are in the form of videos as well. It will be good if we can assign to the new users and be able to track the progress of if they completed or not. It will greatly help efficient use of tool for team members and at the same time will help zoho community more stronger. Tools like whatfix can be used to document the videos
Products
I am currently working on a migration and having some trouble with Products related to Deals and Quotes. So far I have imported all Deals as well as all Quotes and Products. I have been able to import Quote Line Items module and have Products (plus custom prices) related to respective Quote. What I am having trouble with is relating Products to Deals. I have a list of custom entries that identifies the ProductId, DealId, Unit Price, etc. But there is no module such as "Quote Line Item" to import
No CRM & Accounting Integration!
I did some testing of Zoho One and while I'm blown away by what you're offering for $30 per user a month, I was disappointed to see there is no real integration between these apps in the most important area for businesses - CRM and accounting. Without the ability to sync purchases, sales orders and invoices from CRM to accounting, a business is still doing endless double entry, and I don't see this as being a serious offering for anything but very small businesses - in spite of all its power. Am
Zohoでの見積書作成はCRMとInvoiceのどちらが良いですか？
Zoho CRMを使い始めたばかりの初心者です。商談管理から見積書作成、受注書、請求書、納品書作成と在庫管理までをZohoでカバーできないかと考えてZoho oneの導入を検討しています。 最初に作成した見積書を元に、客先名や製品名、数量などを再入力することなく、受注書、請求書、納品書、発注書を作成させるとなるとoneが良さそうな感じがするのですが、皆様はCRMとInvoiceのどちらで見積書を作成されていますでしょうか？ 先輩方のご意見お寄せいただけますと幸いです。宜しくお願い申し上げます。
Remove / Hide the "Add Applications" Button
Hello, Is it possible to remove / hide the "Add Applications" button in the main painel of Zoho One? Thank you
https://community.zoho.com/
Hi, Is there a Zoho application to create an online community? Something like this: https://www.salesforce.com/uk/products/community-cloud/features/ Thanks, Matt
Problem with Call using Skype feature
In my Zoho CRM, using Google Chrome, next to all of Contacts' phone numbers is a little telephone icon. I am in the United States. Hovering mouse above this icon displays "Call using Skype". However, when using this feature, the phone number passed to Skype has a "+" symbol inserted to the beginning of it. So for example, if the phone number on a contact is (212)555-1212, the number is passed to Skype as +2125551212. To Skype, this is an invalid phone number. Since the plus is there, Skype assumes
How are companies tracking administrative (non-project) based time
We are considering using Zoho One (People for time tracking). Historically we have tracked time based on activities and categories vs projects. We service clients and most of our work is billed to each client. For time billed to generic, non-project based activities (i.e. attending training, going to a recruiting event, etc.) how are organizations tracking this time? Are you setting up an internal "client" with a project as "admin" that is open to everyone? Is there a better module to handle this
Combine Hours from multiple accounts/customers in Creator and then into books for an invoice?
Within Zoho One how would I add functionality that let me merge hours from different customers/clients/accounts (entered from People) onto one invoice. In CRM we have clients with parent/child relationships. Those marked as clients would need to be rolled into their parents time and then billed. As long as I have a record of the original time entered and which customer/client/account it went to I can report on it later. In other words I want to make hours as being invoiced and even if they show up
How to organize (random) information?
I am continuously researching all kinds of things online and off-line. I always have many lines open and tons of random notes. Not only is this research becoming increasingly important for my work and income, but I consider it essential for my personal development and general knowledge. Unfortunately I don't have a good system to organize all this information, or even one place to keep it. (initially the research is random: i.e. not (yet) project-based) Therefore my question to this pool of wisdom:
Need to enter client within time entry log
Is Time Entry within People the only time entry option that includes selecting a client first? All of our work is based on clients and I don't see that option in Books or Project. (I know that projects can be associated with clients but due to 100s of similar projects this is unfeasable.)
Lite Agents in Desk
I was recently talking with the Desk team and I was informed that adding Light agents in Desk is not available with Zoho One. Can you possible review this and consider changes in the future? Adding light agents would be important to my business in the coming months because I have many internal agents that would require the read only access and I would not feel comfortable or the need adding additional user licenses when I am the primary agent anyways. Looking forward to hearing from you
Require users to create Contact when create Account
Dear Zoho team, We need : 1/ User must create Contact after create Account, if not can not create Account, ( or remind user to create contact for that account later ) 2/ User must fill in either email or phone number ( or remind them to do so ) Conditions in workflow , validation, ... for Account do not have Contact fields , so I can not do anything Do we need to write custom action or ... ? Please suggest me And one more question on blueprint : - User can only create invoices or estimate
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