Side-by-side feature list, comparing One to other apps?
Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and Social
Zoho Sites - Product Page
How can I make my product page more comperehensive?
Zoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
Guidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a Zoho
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
Zoho Sprints External Licenses
Zoho Sprints is a supposed to be a collaboration tool for project management but only supports 5 external users. The profiles of those licenses cannot be modified and by default, the external users won't see any information about the project. Every epic,
Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
can a custom module in crm be linked to desk ticket
i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom module
ZOHO should be renamed to ZoSlow. What is going on with how slow it is?
I have looked through all the previous questions regarding speed so I don't need a link to zohostatus page. I am sure it will say everything is fine. I also don't need a normal Zoho response that says "we are sorry for your troubles. We have sent this
Zoho uses unsecure key strength for DKIM signing
With a check for our email infrastructure it came to my attention that Zoho uses an unsecure key strenght for signing email (RSA 1024), which has been deemed insecure by NIST since 2015. I have contacted customer support, but I got the message that they
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
how to sort after priority in Todo
how to sort after priority in Todo? now only newest and oldest is available
Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way
Simple Question...Is it possible to delete cancelled appointments?
During the testing, setting up and later where some customers had trouble, has caused quite a few cancelled bookings to clutter up the List View. Am I missing something in not being able to find how to delete these altogether? Thanks
Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike
Zoho One Admin Panel API
Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities
How to create a different type of hierarchy
Hello, I just started with Zoho and I am so confused. I need to create a clients portal and include that on the hierarchy of my portal. So, I need dealers assigned to the main organization (mine) , and clients assigned to the dealers. And those clients
Your SPF records are way too big
It is my understanding that we have to add "include:zohocrm.com include:zcsend.net" to our domain's SPF record in order for all Zoho services to work. Is this correct? SPF records have a hard limit of 10 DNS lookups. When we add zohocrm.com to our domain's SPF record, that causes 9 DNS queries alone! For proof, look at this SPF tester site (it shows 8 lookups, which doesn't include the first one): https://dmarcian.com/spf-survey/zohocrm.com I strongly request that you reduce your SPF record down
How to generate AWS Signature through Deluge task
Hello Everyone, How to generate AWS Signature key through Zoho Deluge Task. Is there possible in Zoho? Else please do it... Thank You !!! Regards, Subash S | CubeYogi
Any ways we can obtain PageSense Funnel / Goals data - Identity-wise or Visitor-wise
So, we have embedded our custom Identity (by pushing it from the Website) and its being tracked in Session Recordings in Pagesense (Identity-wise). But we can't have that in Goals or Funnels - its just generic data without either being pushed to CRM or
Agriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
CRM integration error - "Record Id not available to update the record."
Hi, I am trying to synchronise my Survey with the records in my CRM but when I look at the CRM sync status it shows me that none of the records are successful with the cause of failure to be "Record Id not available to update the record." - Screenshot
Multiple products Subforms on a Quote
OH that would be great zoho, Yes multiple subforms (or at least two) on th Quote and please the ability to search for e new product thru a Category field. The use case is obvious, a subform for each product categories.... and then on top of that could
Workaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflow
Zoho CRM Ultimate add-on feature limits
Is there an ultimate list of features in Zoho One Ultimate? I am mostly interested in CRM. We are considering upgrading from Zoho one / Enterprise. The pricing page does not tell difference between Enterprise and Ultimate: https://www.zoho.com/crm/zohocrm-pricing.html
Client portal
Hello, I would like create a client portal where client can access easily: zoho desk zoho books zoho salesiq zoho sign How can create it?
How to give developer Access on Zoho One
We have a few projects for which we are looking to hire outside developers. how do we grant access to an app like flow?
Is this open for everyone or zoho staffs alone?
Hi, For my website, printperfecto3d.com- can I use any of the Zoho items? If so, what you think is the best, Please reply me or please give your number and I will call you back. Thanks Raj.
Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Currently I'm using Zoho one, which I have integrated Zoho CRM with Zoho Books, is there a way to automatically assign customer owner in Zoho books and make the owner of customer the same owner (user) of account in Zoho CRM?
How do I setup an ebook download?
I'm trying to build a form that, once completed, will trigger a direct download of our ebook. I tried using the "ebook download" template but I don't see that as an option. Can someone please provide some direction on this?
Linking custom module from Zoho CRM with Zoho Desk Support Ticket
Hello, We have created a custom module called "Assets" in Zoho CRM. This module contains information about hardware products that we sell customers included serial numbers, testing, log files, etc. It is linked with an Account and Customer. Is it possible
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
Looking for Advice on Zoho CRM and Zoho One for Two Different Businesses
Hey everyone, I'm considering Zoho CRM and Zoho One for my two businesses and would appreciate some feedback. I run two businesses: An online auto appraisal business, which is small and will likely stay that way. A laser tattoo removal business, which
SOC1 Bridge Letter
Hi, Can you please provide a bridge letter cover periods 12/1/2023-2/29/2024 for Soc1 compliance report? Thanks!
Error migrating from CRM Plus to Zoho One
Hola, resulta que migré mi cuenta de CRM Plus a Zoho One en la misma licencia administrativa, y cuando revisé lo que son CRM, Desk y Sales, IQ están con otra organización, no migro, por ejemplo entro a CRM y puedo ver las dos organizaciones una con una
Share Quote PDF File by Link (VOTE IDEA)
Hello everyone, Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process. I have created a reqeust about it and support team will develop
How do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with Zoho
How do I import deals?
I used to use a CRM were we use Contacts and deals. I first imported all contacts from old CRM to leads in Zoho. Then I imported the deals to contacts, and now I try to import the same deals to deals. I do this in 2 times, because I can't import the Fases in to the contacts. So when I try to import my deals to the deals of Zoho, there is no connection with the contacts. Can someone please tell me what I am doing wrong? Regards!
How to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
Single Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation
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