PORTUGUES, tem alguem aqui que fala portugues
Prezados, Tem algum Brasileiro ou pessoa que fala Português aqui neste grupo? Pugas
Receiving, filtering and re-sending emails
Dear, I need to make a routine check and distribution of incoming mail. Today I get several emails where I need to address it and then re-send this email to other emails. How to do this? I am publishing this request in Portuguese, because I believe that there is any other living soul in Brazil using Zoho to work. Already, thanks for the help. Pugas ---------------------- Prezados, Eu preciso fazer um rotina de verificação e distribuição de e-mails recebidos. Hoje eu
Received email filtering
Wondering how a reply from an email sent from zohocrm can automatically show up in the Leads record (just like the sent mail does).
QuickBooks Connector - Inventory Parts are not supported as Products
Is this something that Zoho plans on fixing? I'm interested in what others are doing to get around this limitation. If you want to track Costs of Goods Sold at the organizational level, QB makes you use Inventory Items which in turn breaks all Product/Quote/SO/Invoice integration with Zoho. Anyone have a workaround?
Importing Dead Leads
I am just getting started with Zoho CRM and beginning to migrate out customer database into Zoho. I have dead leads in our customer database (meaning they opted not to buy our product) that I want to save for possible future campaigns. Where should I import these contacts, to leads or contacts?
Edit or delete Email Template Folders
How to I edit or delete an email template folder once it is created? I have one that we made by mistake and I want to delete it. It does not contain any email templates. How can we do this?
Change user territory rights
By mistake I assigned a new user All Territories and then his own (GCC) territory. I want to take back that permission but cannot; I have de-cativated him and when I re-activate he comes back with the same permission (all territories). He (and others) are local sales offices and not actual employees and so cannot be allowed access to other accounts, etc.
Error in addAsteriskServerListener or ...
When I run adapter on Linux (ubuntu) machine have problem: Mar 11, 2014 3:14:41 PM com.adventnet.wms.servercommon.taskengine.TaskManager initialize INFO: Task Manager intialized {tele=Task Engine : tele - 500 - 2, zoho=Task Engine : zoho - 500 - 2} Mar 11, 2014 3:14:46 PM elastix16.com.zohocorp.zoho.ztiimpl.ZTIElastix16Impl$AsteriskEvents <init> INFO: Elastix 1.6 - ASTERISK SERVER==>103.253.119.82, USERNAME==>admin, password==>!b1oLi3e! Mar 11, 2014 3:14:46 PM elastix16.com.zohocorp.zoho.ztiimpl.ZTIElastix16Impl$AsteriskEvents
lead to Potential - why are emails not carried across
When I convert a lead to a potential, the emails associated with the lead don't seem toy be carried across to the new potential. Is there a setting I need to select to make this occur
Email Attachments Not Working
I can't attach a document from my iMac desktop into a Zoho CRM email. I see the document on my desk top but it's grayed out. Help
View BCC Dropbox Address As Administrator
I am the administrator of a Zoho CRM Subscription. Is there any way administrators can view the BCC Dropbox address of one of the users on their subscription without logging in as that user? Thank you. -Spencer
Zoho closed my account
How do i re-open my zoho crm account after it has been closed, it was not used for 120 days and now they have closed it, I have downloaded my data but i don't want to have to re-import it all. Is it even possible to re-open it? How difficult is it to import all the data? Thanks
Price Books - List price = Unit Price option?
Hello, I have thousands of different products and I only need one price book with NO pricing model. Is it possible to have a single standard Price Book that I can quickly and easily add ALL of my 10,000+ products to without manually having to click add to each page of 100 products? Is it also possible to have the list price automatically sync to the unit price?
"[ x ] Send Email Notification" option is Broken?
When creating a new task, an email is sent to the owner. However, beginning last week, editing a task and ticking the box to "Send Email Notification" fails to send an email to the task owner. We routinely hand tasks back and forth within our group by switching the task owner and selecting that option.
How do I get an email I sent from zoho to appear in my sent folder in my normal email client
I don't want have to go to two email locations and would like all emails from Zoho to be synced into my email client (no need for vice versa). How to do this? PS: For some reason, the other user in our group has this occurring naturally while I am not seeing emails sent from Zoho appearing in my sent folders of my mail client.
Importing Contacts - Possible to update existing records?
Hello, I'm evaluating Zoho CRM and investigating the feasibility of importing contact data into the system on a daily basis. I noticed that it appears that the only option for handling duplicate records in the free version is to clone them. I was curious if there is any mechanism (in the free or enterprise version) to support importing data on a daily basis and updating existing records on import as opposed to just overwriting/cloning them? Thanks, Eric
Sorting of Accounts CRM Mobile App
Accounts in the mobile crm app are sorted by first name not last. Please give us the option or default it to sort by last name please.
Error code 4600 Unable to process your request.Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi, I am getting below error while updating zoho lead data. <response uri="/crm/private/xml/Leads/updateRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. </message> </error> </response> My XML data is look like below with url. https://crm.zoho.com/crm/private/xml/Leads/updateRecords?newFormat=1&authtoken=auttoke&scope=crmapi&id=1066873000000071005&xmlData= '<?xml version="1.0"
Error code 4600 Unable to process your request.Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi, I want to update zoho crm lead data, but i am getting below error. <response uri="/crm/private/xml/Leads/updateRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. </message> </error> </response> ==================================== My XML Data format is. '<?xml version="1.0" encoding="UTF-8" standalone="yes"?><Leads><row no="0"><FL val="Company">wsi home office</FL><FL val="First
Not Receiving Email
Hello, I am not receiving email today. I logged out and logged back in and there were new emails indicated in the top right notification but none of them landed in my inbox. Please help. Liz
Getting Validator Exception? Can't send emails!
I'm receiving the following when I try to send email. Email has been sending fine up until today. Nothing has been changed on settings. The domain ssl is valid. It happens when trying to send to any customer. Reason:sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target Any help would be appreciated as we need to be responding to our customers. Thanks! Ryan
Quotes Module
I am still waiting for our database to be migrated. I have quite a few questions but one in particular is the quotes module. I need to create an area within zoho where i can include the following headings, the existing default fields in quotes seem to be non editable can i create something myself within zoho so that we have a summary rather than actual quote details. We are using Professional version. Quote number – numerical data Date – date format Company name – free text Lead source – free
l'Importation de Contacts se fait mais les Champs ne s'importent pas
Bonjour , je suis un nouveau client sur Zoho, et j'ai quelques problèmes d'importation. mon fichier de base est en .xls Mes noms de contacts se sont bien importés, les adresses mail également , mais rien d'autre, j'ai plusieurs Champs qui restent vide, pourtant je pense avoir bien fait les rapprochements (!?) Pourriez vous m'aider s'il vous plait Ph. Godefroy
FREE version email response inside CRM?
Hi, with the free version of Zoho I am able to send emails from inside the CRM, but when they reply to my email it goes to my Gmail account and doesn't come back to inside the CRM. Do I have t have a paid account for that?
No Latest Activity / What's New Feed?
Does anybody know who if there is a component/tab I can add to view latest activity occurring in my company? ie: notes added, contacts added, tasks assigned/completed, etc. Coming from dynamics and salesforce this is a component that is incredibly useful with keeping everyone in the loop and aware of new information added or modified to the database. This would be different than the audit log or modules added to the home screen. See attached image from Microsoft Dynamics CRM. Is this in the
How to set next call date reminder?
I want to create a list of people to be contacted today, and as soon as I talk with a lead, I change the next call date. Is it possible, is yes how/
Google voice in Chrome -Zoho CRM useful feature
I have been looking for a worthwhile way to call contacts from Zoho CRM out of the browser. Seems that Zoho wants you to use skype (i use broadband card for internet, 5gb usage limit), I finally found an alternative solution. Open Zoho CRM in google chrome, download chrome google voice extension, and click to dial your contacts. Google voice will ring whatever line you choose and you use pick up the phone and it rings through to your contact.
More differentiation between modules
It has become apparent that when using Zoho every page/module looks similar. For example, when you are viewing an account, task, potential, etc they all have the exact same look. The only page that has a differentiated look is the contacts page because of the contact avatar and social icons. I propose that Zoho adds a colored indicator next to the name of the account, task, or potential. See attached image. This would be a nice graphical reference to what the page you are viewing. What do you
linking companies and contacts to mass update.
I have been using zoho for several years, find it a great product and for the most part can circumnavigate any issues I encounter. However the MAJOR bug bearer for me is not being able to mass update between Contacts and Companies ie when the last result in a company is changed to "meeting" I want to be able to mass update all the contacts we might have in that company to "do not contact" I can only do this as a report. I can't search my contacts for company last results so that it brings them up
Sort activities by time zone/state
Hi, I'm wondering if there is a way to sort my activities based on the time zone or state that the lead it is associated with is located in.
Notes: Text-only note field and attachments?
Does anybody know how to make the notes field for contacts/modules not a text only field as well as attach documents? This currently drives my team crazy not being able to include attachments/email addresses/url's directly to a note. Things like news articles, websites with company news, etc. Attaching documents straight to contacts/modules is great. Often times though attaching a pdf or excel file to a note is a must and a feature other CRM's offer. (see attached). Adding documents to contact
Imported Mailing List - Call-in Lead (How to Avoid Duplicate Entries)
I import my leads using a spreadheet. Then, I send out a direct mai lmarketing campaign to those people. If they call in, I have an answering service that takes the call and enters the information into the system as a lead. how do I avoid having a duplicate entry for a lead if the person that calls in has already been imported into the CRM via the mailing list? Thank you
What to do if you sell 2 products to one client?
I sold a customer a cargo trailer and put him in the CRM FREE. Then we sold him another one. How should I enter that into the CRM?
Selection menus from online CRM are not the same on App
I have noticed that my custom pick lists are not the same on my app version as on my full verison. I have a list for country names, but on the app it is just text box. Can anyone help me with this? Stuart
Workflow emails
Hello, I've a problem with my workflow automatic emails. Actually after resetting my "test workflow alerts", I recieve same mail 2 times (as you can see on the picture). I'd like to know why is this happening. It'll be really kind if anyone can help me out. Thanks in advance :)
Account upgrade
How can I upgrade my account from a free account to an account that will keep 2000 records
"Send Notification Email" problems for Events module
Hello, For some reason, the "Send Notification Email" function does nothing from the Events module, but it works as intended on the Tasks module. For a real-world example, see the "test1" job (a Task) which successfully delivered job details to my e-mail address. "test2" job (an Event) also has "Send Notification Email" checked but does not send a notification when the job is created. Any ideas? We need events to be delivered to our subcontractors in order for your CRM to be useful for us. Thanks,
User Roles
I've created an account in ZOHO and by default it lists me as the CEO of my company. Is there a way to edit that as I'd like to add the CEO as a user and would hate for him to think that I've taken his role.
Issues showing results from custom function in custom related list in Zoho CRM...formatting issue?
Sadly, my first post attempt was marked as spam - probably because I put in my example code in the body. I created a function that does a getURL API call, then pulled out pieces for display using XMLPath functions. I checked the API call, and it's returning data with no problem. However, I cannot get it to display in the custom related list itself (in this case it's under Contacts). I tried returning data using the suggested XML format as mentioned here: https://www.zoho.com/crm/help/customization/related-lists.html#Use_Third_Party_API
Whitelisting IPs which can access Zoho CRM
Dear All, Does Zoho CRM support whitelisting IP addresss that can access the CRM? Basically, we want to give access to only certain Desktop/Client locations from where Zoho CRM can be accessed. Thanks, Vineet
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