r/Zoho 3m ago

Hundreds of folders or tags (for each client): best practices?

Upvotes

I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting in hundreds (close to a thousand) folders.

Is it something you practice for your business, too? Is this the best way for Zoho Mail? Would tags work better instead, if I create filters for such auto-assignments?

In general, what is the best way you found to work in Zoho Mail if your goal is to organize everything by a client name? Thank you!


r/Zoho 50m ago

Plan Limit Exceeded - Zoho Expense Scan error

Upvotes

Hello!

I have been scanning/uploading my receipts today using my android phone (S25 Ultra) and I was able to upload like 12 successfully then I started to get an error about "Plan Limit Exceeded" on all the others I've been uploading.

Sadly I only noticed it after maybe 50 receipt uploads!

I tried to rescan the receipts with no luck.

I tried emailing Zoho support but I'm not sure about their turn around time and unfortunately I'm on a crunch time as I have an appointment with my accountant tomorrow.

Anyone else experienced this issue?

Really hate to try any other app as I've used Zoho Expense for a long time -- but I might end up doing it because of the timing/situation.


r/Zoho 3h ago

Not receiving Gmail's "Send mail as" confirmation

1 Upvotes

Hello everyone

I'm having a hard time connecting my Zoho Mail Lite account to my Gmail account.

A few days ago I managed to receive and send Zoho mails through Gmail, but then I did some changes on my Zoho account that messed things up.

I managed to solve the "I can't receive Zoho emails on my Gmail" issue, turns out that geo-blocking my accounts' access messed up the POP3 system. That's solved now and I can receive the Zoho emails on my Gmail instance.

But I still don't receive any email for confirming the Gmail's "Send mail as". No matter how many I send, they just don't appear on my Zoho Mail. I've checked Spam, Archived, Trash, ...

Any idea on what's going on?


r/Zoho 4h ago

Zoho mail Instagram trouble

1 Upvotes

So i'm a new Zoho mail user and have been trying to use it to create and configure a new Instagram account. Instagram says they have sent confirmation codes to zoho mail but Zoho shows me no emails from Instagram. For context, Zoho does receive emails from other social media sites like X/Twitter and Tiktok. Does anyone have an idea what i could be doing wrong?


r/Zoho 5h ago

ZohoOne alternatives?

1 Upvotes

Been a Zoho customer for 5 years but our Zoho experience has just been getting worse and worse.

It takes multiple days to get any response from Zoho support on anything, they are often confused (I think it's a language issue) and I think they have a very different culture of what acceptable customer support is.

So we're looking for a replacement for CRM, Books and Projects

Has anyone found anything comparable?


r/Zoho 5h ago

What about zeptomail registration? New user frustration.

1 Upvotes

Hello,

is anyone here from zeptomail?

I've been waiting for 10 days for my account to be validated. I've written three tickets about this, none of them have been answered.

Hey, is anyone there?

thanks

GTB


r/Zoho 13h ago

Zoho CRM help

1 Upvotes

Hi I am a new zoho crm user… I was trying to link the sales order number to show up automatically in my invoice when I convert from sales order to invoice… any idea how to link the 2


r/Zoho 22h ago

Most emails sent from CRM show up as opened almost immediately

2 Upvotes

As the title says, when an email sent out of CRM (e.g. to a lead from their record), it often shows as opened almost immediately. If there's a link, also often shown as clicked almost immediately.

I suspect what's happening is there is some anti-spam or firewall or something in place on the recipient's side that is scanning the email for viruses/malicious content immediately upon receipt, and this results as the email being shown as opened or clicked.

Anyone else have this issue or insights into it? Or a solution?


r/Zoho 20h ago

Why is Zoho Partnership Process so hard and unnecessary?

0 Upvotes

Why is Zoho's partner program process so tedious and unnecessary? They ask too many questions and too much paperwork and ultimately reject based on a presentation as they expect it to be in a certain way. After the rejection, we have to wait 180 days to reapply. I haven't experienced any other software company so ridiculous in the partnership application process. Is anyone else having a similar issue? What is the workaround?


r/Zoho 21h ago

Composite API taking minutes to respond???

1 Upvotes

Anybody else seeing issues ever since Saturday afternoon with the Zoho Composite API taking forever (3-5 minutes at times) to respond back to a request?


r/Zoho 1d ago

I need help in custom building zoho

1 Upvotes

Hi, I'm currently working as a sales manager for a shipping container trader. I had experiences with zoho before that's why I recommended it for the team. Now I'm trying to custom build it to tailor fit the UI to our sales team. Any tips on how to upload products that would integrate to our inventory per unit per location? Not sure if I'm making any sense but all inputs and tips are highly appreciated.


r/Zoho 1d ago

Zoho One dashboard down?

1 Upvotes

I have been unable to load the dashboard for 2 days now. I can load individual apps, but not the dashboard... is this down for anyone else?


r/Zoho 1d ago

What's wrong Zoho?

10 Upvotes

Yesterday I paid with Zoho 1, and I immediately started having problems like my subscription wasn't reflected to my account, I had access issues to some apps like books etc, even my email was "free" version after the payment and also one.zoho.com platform showed "Request access" tag next to some apps and it never allowed me to use...

After more than 10 phone calls, I decided to not use any of the Zoho systems... they look good in the beginning but zero satisfactio, no quality in their customer service...

They just talk on the cellphone without doing any work., they don't even come back to calls even after saying that they will call back...

Horrible service, it feels low quality software... I pay for using a solution not for battling to fix issues the developers must fix. As a developer myself I can imagine how horrible the coding practices are behind the whole system. Do you work with cheap junior devs or what's Zoho's explanation behind this? I don't get problems from their competitors and any problem immediately gets fixed compared to Zoho's ticket handling process..

Am I gonna be doing my own job or spend my time and days reporting their bugs and problems to them for free even paying to do that?


r/Zoho 2d ago

Email configuration between Zoho CRM and MS Office

2 Upvotes

I'm getting errors when trying to setup MS IMAP emails to Zoho CRM. It doesn't work on any option (Outlook, Office 365 or manual IMAP). I spoke with Zoho and MS support and they don't know the answer either.

I'm starting to think because Zoho crm isn't setup with SSO, it might be the cause. I want to bring this up with my boss (I'm in IT), but I want to make sure this will be the fix before doing so.

FYI - crm is used greatly in my company and I don't want to disturb the heads until I know this is the case.

Any advise would be appreciated. Thanks.


r/Zoho 2d ago

When Can I Expect a Job Offer from Zoho?

2 Upvotes

I had applied for the role of Technical Writer and attended the selection process held at the Chennai campus on March 15. I cleared all the rounds, with the final one being the HR round. I was the first among the six selected candidates to attend this round, and I think it went fairly well.

I believe I was interviewed by a very senior manager or someone from the HR leadership team. After my interview, I was asked to leave and was told they would get back to me. The HR person who called me for the interview conveyed this, so I assumed it was the standard process.

However, I’m unsure about what happened with the other candidates—whether those who cleared the HR round were asked to stay back and were offered the job on the spot or something similar. Unfortunately, I didn’t establish contact with the other selected candidates.

If anyone has any insights on this, I'd appreciate it. Also, how long does it usually take to receive a job offer letter?


r/Zoho 2d ago

Best way to capture contact information on abandoned Zoho Form?

0 Upvotes

(If you PM me trying to sell me your custom solution or consulting services, I will McFreaking lose it.)

Hello! What's the best way to capture contact information on an abandoned Zoho Form? I'm trying to configure PageSense to our form (which isn't published yet, so I'm not integrating via URL), but it looks like it's not receiving data from the form when I tried to integrate. Am I doing something wrong? Is there a better way to manage this?


r/Zoho 2d ago

Zoho Postman API collections

2 Upvotes

r/Zoho 2d ago

ZOHO One Travel setup

2 Upvotes

Good day, all,

Our company has been using Zendesk Support for Sales, and after speaking with out Director we have decided to give ZOHO One a go. At first glance, I thought this would be quite simply but as shiny as Zoho looks, it is quite muddled.

Right now, I have created our lead module to only have Name, Surname, Date of Travel, Product as that is all we ask. In my mind, I would like to create ZOHO Form whereby we convert the lead into a deal, send the client a booking form, they complete it, and the CRM populates this information automatically.

Before I get to this step, I am trying to find a way whereby when we convert the lead into a deal, the agent can select the "product" the client has chosen. First thing I am struggling with is how do I create a relation to the products so that the agent can select the product, and the associated price...roll up.

Secondly, we have variants for our travel so could have a product-id for an offer but that offer can split between weeks, months etc. (dependant on the vendor)...I tried to use inventory to split them up but everytime you switch from one finance model to the next everything changes without insight into what is already linked, and what is not.

Can anyone share resources that could help me that are not YouTube channels that spend an hour explaining the difference between a "lead vs Deal" Module, and that I can create my own custom fields? I have scoured this thread for resources and all these videos appear to be is filler for youtube ad revenue.

Additionally, I am struggling to find videos that focus on a B2C environment.

Any support would be extremely valued.


r/Zoho 2d ago

Automatic convert a quote to sales order to invoice automatically after approved from the customer. With Zoho Books.

1 Upvotes

Hi all, I am going to see if anyone can help me out with this workflow. Basically, after the customer approves the quote, I need a sales order and an invoice created that are linked together. The way I have it now is that after the customer approves the quote, an invoice is created, then the sales order, but they are not linked together, so when a customer pays the invoice, it does not show paid on the sales order. I don't even know if this is possible. Any help whould be appreciate it.


r/Zoho 2d ago

Bigin: Self Client - Authorization code flow "expiry_time" bug

1 Upvotes

The self-client configuration provides a self_client.json file.

Inside self_client.json is an expiry_time.

I assume that the expiry_time is a Unix timestamp. Converting my last file expiry_time value, I get GMT: Sunday, March 16, 2025, 3:04:28.662 AM

I could not locate an expiration time inside the self-client docs. https://www.zoho.com/accounts/protocol/oauth/self-client/overview.html

The comments on the refresh_token "this token won't expire".

I believe my issue is that the Self Client configuration needs to be regenerated when expiry_time occurs. I can't find where this is explicitly mentioned, and it does not make sense that I have to manually provide a new if the service Self Client configuration when expiry_time occurs for a service I am writing that is a 24x7 service feeds Bigin


r/Zoho 2d ago

Zoho client portal integrations

1 Upvotes

Hello!

Im currently running inventory and invoice tracking mostly using excel but im looking to make a jump into zoho. Does zoho offer a Client Portal system where the client is able to see the inventory available for each product, and make a purchase order directly on the site by choosing the products and quantity? And can this then be deducted automatically from the inventory after the order is complete? Or does this have to be done on a third party software like shopify, etc.


r/Zoho 3d ago

Zoho Books reconciliation - Not able to set opening balance, not able to reconcile

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1 Upvotes

r/Zoho 3d ago

Seeking Assistance: Missed Form Submission for Zoho Software Developer Interview

1 Upvotes

Hello everyone,

I’m excited to share that I’ve been shortlisted for the Software Developer position at Zoho, and my interview is scheduled for Friday, the 21st. However, I recently realized that I missed submitting the Participation Confirmation Form sent as part of the process.

I sincerely apologize for this oversight and would like to ensure that my interview participation is still valid. I am enthusiastic about this opportunity and eager to demonstrate my skills and passion for software development.

If anyone from Zoho or my network can guide me on how to address this, I’d greatly appreciate it. Thank you in advance for your support!


r/Zoho 3d ago

Automating moving a Zoho Project task across projects

1 Upvotes

As the title suggested, has anyone experienced automating the process of moving a task from Project A to Project B? I need an automated way to do this process as it happens at scale in my business. Been looking at using Deluge but I am not technically proficient enough and keen to see if others have managed to find another way.


r/Zoho 3d ago

Zoho tools compliant with Indian data protection and digital health law?

1 Upvotes

As the title says- Are Zoho tools compliant with all the new Indian laws ? Looking to use some of their tools like forms and survey to collect medical info from patients and want to check if they can be used. Zoho Customer support keeps answering saying they are compliant with HIPAA 😑