WorkDrive - Allow non-users to edit docs via shareable link?
Is there a way to allow non-users to edit docs via shareable link? It says that users who have the link can 'view' but I don't see a way to make it so that they can also edit if we'd like them to. It would be really nice to send clients the link so they can make changes to the documents we send them and we're all on the same page. Especially in the cases of setting up contracts, etc. If there isn't a way is this in the road map?
Blacklist/Whitelist Bulk Import
More of a feature request. It would be nice to have the option to do a blacklist/whitelist bulk import from text file.
CRM Zen Show Episode 16
This week talk about: Zobot’s are coming! Zoho Social 2018 AI in Zoho Desk CRMPlus Updates Zoho Connect Notebook Zapier Integration The Latest in Zoho Mail Non-Zoho News with Gsuite, RingCentral and a new CRM from Zendeks Plugin and Tip and Trick http://www.crmzen.net/crm-zen-show-episode-16-hello-sunshine/
Outgoing Email Blocked, Email Display Name Spamming.
Hi, Dear Support team member, we are facing the following problems 1. One of our users had been automatically marked as spam, and his outgoing emails are completely blocked. Even I cannot change this status from mail admin panel. Please help in this regard 2. We are receiving spam emails as below in inbox from unknow senders - Screenshot is pasted below. 2a Inbox displays email sender same as display name of our company email addresses. 2b. Email sender address is not our company email 2c. This email
CRM Zen (Zoho News and Podcast
Below is a summary of last weeks news and stories from our blog and podcast at CRMZen.net. Zoho News Zoho Academy Is Adding Content Link to Zoho Academy Setting Up Click Reminders SalesIQ Enhancements Non-Zoho News View emails from multiple accounts at once in the Gmail iOS app New interface for Activity dashboard in Google Docs, Sheets, and Slides This Weeks Read How to use CRM to improve the Customer Experience Webinars and Events Zoho Flow Webinar November 28 at 11 AM PT Latest features in Zoho
Zoho One - a Universal License Account allowing cross-company collaboration.
This could work, specifically for solopreneurs (a very large and growing population.) The idea being; as a paid Zoho One account holder, I could be granted permission to collaborate as a "paid seat" in other Zoho One account holder's plans. Scenario: 10 individual Zoho One account holders could collaborate as if they were all employees of the same company even though they are each separate, one-person companies.. Each person has essentially paid for their own seat. Seems logical (and valuable) to
Customizing Home Layout doesn't save correctly
Using Chrome, I'm having trouble customizing the home screen. After changing the size and position of elements and clicking save - the home screen comes out jumbled. It doesn't come out the way I saved it. When I go back to edit it, it looks fine. Here is what it looks like in the layout editor: Layout editor Here is how it actually looks on the home page: Actual home screen after saving the above layout My question, why the discrepancy? Thanks in advance!
Adding totals in subform error
Hello I am trying to add qty's in subform When I add a new line in the subform I am getting the following error The below is the code I am using input.Total_Training_Cost = 0.0; for each line in input.Attendee_Signature { input.Total_Training_Cost = input.Total_Training_Cost + line.Currency; } Thank you for any help you can offer Kind Regards Amanda
OneAuth deleted my account info when I used a second account (2nd being .eu based)
I set up OneAuth on my original US based Zoho account to try & test. It worked well for a while. I then tried to use 2fa with my EU based account. It deleted the settings for my US based account. I decided the app was not mature/stable enough and switched to google-authenticator where both accounts now happily reside. One of the reasons I switch between accounts is to show potential users demo's, but most of ZoHo products have a freemium version (so a very limited test for free for Forms, Survey
Option <Remove App>
In the admin panel of Zoho One I need to remove apps that are not anymore used or that do not fit into the business case after evaluation. Otherwise it is cumbersome for administrators to keep a clean overview of the current app stack. Deactivation is there but it would be great to remove them completely. For instance I migrated everything from Docs to Team Drive. I do not want to see Docs listed for myself and organization at all. Hence the need of removing apps.
This operation has been restricted. Please contact support-as@zohocorp.com for further details
Hi guys, Need some help - I have been trying to add my domain but I keep getting this error I created an account under hault52@gmail.com and tried to add my http://checktlu.ga domain for the emails. I got an error which says "Operation has been restricted" -- could you please help. Thanks
White Background missing in Themes
Two days ago, in the middle of the workday, my email theme just changed to an all-black background while I was viewing email. I did not change any settings that I was aware of. When I go to theme settings the only choices are all black backgrounds. I have looked at our other business accounts and they still have the white background in the email and they are also available in the theme settings as well. I've attached a picture of the theme options I have under settings. I can't find any other place
"Downgrading users" message.
Hello. Here's the context: Tried Zoho One for a whole month. Liked it so much I just signed up for a subscription plan. I own 3 domain names which I have already mapped to Zoho apps, mail, etc. During the trial I created 2 more users under some of these domain names, although they are all just me (still a 1-person operation) Upon going from trial to subscription, I got notification that the 2 users I created will be downgraded. I understand given the Zoho One per-user policy. However I was a bit
Solution for integration of Banking into ZOHO
Hi there So far I could not find any integration of EUROPEAN / SWISS banks (e-banking interface) into Zoho Books. Is there any solution to wire payments from Zoho Expenses / Zoho Books (payables) directly to recurring customers or employees? Brg Seb
Tasks Linking to Events and Calendar
Hi, I'm guessing this gets asked a lot, but I just can't seem to find anything on it: When we schedule a task, how can we turn this into a calendar event where we can invite people? If not, can we link a task to an event? Is there a timeline on improving the calendar integration?
Join us for the Zoho Community Meetup in Switzerland
Hello Everyone! We’re excited to announce that the Zoho One Community Meet-up will be held in Switzerland this month. Don’t miss out on this opportunity to meet the core team behind Zoho One and connect with other users. Registration is free and is open now. We will discuss some of the new and upcoming features and functions of Zoho One. Our team of experts will share tips and tricks to help you get the most out of Zoho One. If you are curious to find out how you can run your entire business on the
Emails being rejected and ending up in spam!
We have been users of ZOHO email for the last 3 years but for the past 2 weeks for some reason our emails are not being delivered to our clients with whom we previously never had any issues. We can receive their emails but they do not receive our email. We thought this was an isolated incident but this has happened with several of our clients in the past 2 weeks to the point its started affecting our business. We have 9 email accounts on Zoho and all of them have the same issue!
Zoho Meeting - BookMe Now
Dears, Could you please tell me, is there any similar program "BookMe Now" in Zoho meeting or any another apps in Zoho one, Thanks and Best Regards,
A simple flow of tasks contingent of the last task ...should be pretty simple.
I have a set of 5 tasks that I want to happen for a specific module. Task 1 to happen today. Task 2 to happen 5 days after task 1 is actually completed. Task 3 to happen 5 days after task 2 is actually completed. Task 4 to happen 5 days after task 3 is actually completed. Task 5 to happen 5 days after task 4 is actually completed. I know in a perfect world all tasks would be completed every day however life happens and is not always the case. How can I make this happen in workflow only if the previous
Zoho Assist in Zoho One not Enterprise level?
Hi, I tried to use a custom domain in Zoho Assist, but I get the following message. "The feature you're trying to access is available only in Remote Support (Enterprise Editon)." Reading the FAQs for Zoho One, it states... "Zoho One gives every employee in your company access to enterprise-level features of every Zoho One application." Is this a bug or is Zoho Assist not Enterprise level? Mark
Unable to Submit a Request (for support) and what happened to Live Chat?
Hi, Is it just me or is it no longer possible to get live chat in Zoho Projects for support? Also, I can't actually use the Submit a Request form in the 'Need Help?' section as I can't type in the boxes! Mark
Collaborating with free-lancers on a "solo-preneur" account, referral deal.
One of my disappointments with ZOHO-One is the inability to collaborate on the apps when you have a "solo-preneur" account (while it seems that ZOHO specifically targets solo-preneurs in their marketing!). This makes the entire suite less useful than it could be(!). I have a suggestion: I have a lot of free-lancers, colleges and people I work and collaborate with on a regular basis. A whole pool of (professional) people. I have been suggesting ZOHO to many of them - and to friends in general ...
Is there a way to disable certain apps?
Theres quite a few apps we have tried out but will never use such as: Sprints Sites Docs Is there a way to disable applications that wont be used?
Learning to work with ZOHO: It is difficult!
L.S. I have purchased ZOHO-One in January 2018. So far, I have not scratched the surface of possibilities and functionality that I think ZOHO offers. I still do not have the smooth running business that I would like to have. ZOHO does have tutorials, but, honestly, I find them lacking (sorry!). A well thought-out, systematic course that would address not just the individual applications, but also the overall integration, work-flows and best practices would be most welcome!! Since I am moderately
Integrating Different Zoho Apps
Does anyone have advice on how to get the different Zoho One Apps to start "talking" or integrating with each other?
Zoho One- CRM's Blueprint
One single app to access all your data - ZOHO ONE Zoho One gives you the 360- degree view of the users in a single tap. Every organization may have several processes in place. Every process might be handled by different teams. Also, each team will be responsible for completing each stage. Having this in mind, we at Zoho One offer you the CRM- Blueprint which dictates how these processes should be executed. You might follow some process offline which is not captured in your software fully. There
Reset Customer's password
How can I reset the customer's password?
How to sum data where the given date is between two other date fields
Hello, I am trying to figure out the combination of query tables and aggregation formulas that will accomplish what I am looking for. I have a table of events that have a start and end timestamp and a value. I need a chart that shows a list of dates on the x axis and sums the values of each row if the given date is between the start and end timestamp. So, if my table looks like this Start End Value 1/1/18 1/3/18 100 1/2/18 1/4/18 200 I would like a chart that shows dates 1/1/18
How do I start a meetup group
Hi, I would like to start a meetup group in Dublin, can someone point me in the right direct to create and start the group
Emails disappears in the inbox. Please help me get them back.
Currently I use free Zoho email for my company. Our staff has mysteriously lost the last six weeks of her emails. From 14 June, 2018 to 7 August, 2018. This is pretty serious, since come contracts are among them. Is there anyway to recover them. Her email: outbound@toptravelvn.com Thanks you so much.
Move all Setting from Gmail to Zoho Mail
Dears, We need to Migrate from Gmail to Zoho Mail, So can we move all old emails with all contacts, settings, flyers, labels, folders...? Thanks and best regards,
Date deluge script
I would like to add into my script that once it updates a field to also add the date to another field that this action took place. I have written a button code for this before for date and time, but not a script for just update the date any help is appreciated
Custom Applications-Zoho One
Zoho One assists you in creating applications to suite your requirements. This enables you to build your customized application. This can be done by Custom Apps (powered by Creator). Zoho Creator has a powerful workflow automation. Create apps for the web and mobile, or start by customizing pre-built apps from managing logistics to sales, to distribution, you'll find pre-built solutions that cater to every aspect of your business. Custom App lets you create personalized applications using a simple
Referral Tracking
I have many customers and I want them to be able to refer others for my services. I need my current customers to be able to email the friends and family with a link in the email that sends their invite to a form that pre-populates a field to track the referer. I was thinking about trying to accomplish this with Zoho creator but not sure how to go about it. Any ideas would be greatly appreciated.
Integration of Slack with Zoho One happens how?
I'm seeing that there are 10 or so Zoho Apps for Slack but we're using Zoho One and aren't going to pay Slack for the upgrade necessary to add so many apps. Is there not a single App between Slack and Zoho? Must we use the CRM, and Books, and Projects, and, and, etc. Apps??
Technical questions for a client,
We have a client with the following business need : Since they are in TELECOM business, they provide to their clients: Routers - either SALE or RENT (paid or included in a subscription) One client will usually receive 50-200 routers (B2B) but also B2C where 1-2 routers are sold/rented. One router will have one SIM card inside, which are activated. And for a SIM card, they need to associate an IP. So, for routers, we need to know which are sold/rented (and to whom) / available. IPs need to be in a
Upgrade Plans for specif products
Hello! It can be an interesting opportunity that it is possible to make a higher payment to acquire greater functionalities of some products, for example: CRM Entreprise instead of Zoho Professional plan. Thanks
Script to disable a button
I need to know if I can gray out or disable a button
script function
i want to write a function to invoke an URL but i want an if statement to precede it
Security Policies
Hurray! We are one step ahead!! Every business enterprise has diverse needs and requirements. Zoho One is one such software solution which can be just right in such a condition. This wise thing to do would be to customize the system for all your unique requirements. With Zoho One you have the complete administrative control. Zoho One has two types of Administrators: Admin : These admins have access to all applications and can also enforce org-level security policies. Service Admins : These admins
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