Cannot send email zoho crm
I cannot send invoices via Zoho CRM I get a gmail server error. Where is this set up? I cannot find it in CRM or Zoho Accounts. Also Zoho Accounts will not allow me to add Info@boxoutbullying.com I get the error of the address already exists, However it is not in the list, I NEED to set this as the Primary address. Help. Thanks
Campaign Reports
Hi, It would be great to be able to filter by campaign name when Customizing a Campaign Report. -Thanks, Tejal
Outlook plugin
What is the status of the Outlook plug-in for Outlook 2013 and Windows 8? I was told several months ago Zoho was working on it and it would be just a few weeks until a solution would be provided??????
Is there a way to create a macro where upon execution, it will create an event in the calender
based on a day on the closing date? like as a reminder to do something upon closing? i have looked and looked and looked... thanks for your help!
Can't access account's contacts mails - error message appears
Invalid access crm.module not supported integration
Making Terms and Conditions auto populate?
How do I make the "terms and conditions" field auto populate in my invoices? The Terms and Conditions do not change for any of our products. Does your live chat work? I've been "Please Wait"ing for 3 minutes. Thanks
What is the status that I should give leads that I don't want to be displayed in the standard "Open Leads" view?
Hi, How does the criteria in "Open leads" list view look like? What Criteria is it that sets the lead to "open" I have done some modifications to my "lead status" field options (changed the name of the statuses to swedish). So now "Open Leads" displays all my leads, I don't want my "closed" leads to show up. Roger,
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
Having issues deleting products (as in we can't)
Hi, hoping someone can help us with this issue. We have a number of products that we setup waaay back when we started using zoho. Those entries are now incorrect/ no longer used. We would like to delete them however zoho will not let us, informing us with an error message that cannot be deleted until the are unassociated from the quote/ invoice/ whatever they are associated with, see error message copied below. Sorry xxxx xxxxx, the following could be the reason(s) for this: Selected Product(s) cannot
Why are some questions resolved right away?
Why are some questions resolved right away while others never get a response?
Goods Returned by Customer
Good Morning, I have just received goods returned by one of my customers. Can you please guide me on how I put the goods back into stock so my stock levels are correct? How do I re issue a new invoice with the outstanding balance on it of the other purchased items? Is there a credit note template? Kind Regards Coast Bearings
Events not accurate in app
Events entered in calendar on laptop are not synchronized to iOS6 app (iPhone 5); either adding event or removing event. This is a problem... Anybody have a solution? Did try search on server.
Exporting Option?
The option to export contact data is no longer a choice in the tools. How can I export my information to my computer?
Sales quotas and forecasts
I have setup a forecast and I am seeing other users potentials in the forecast. Why is this happening? Is there a way that the sales manager can set the quotas and get reports on them?
Report on Potentials
How can I create a report on potentials showing information such as notes for the potential and competitors information. I would like to create a report showing Owner, Potential name, Account name, amount, closing date, probability etc. but I cannot find the fields that contain information on Notes and Competitors.
Access denied to my email
Hello, I just returned from vacation and trying to connect to the messaging here is the message that appears and I can not access my emails. Can someone help me directly or repair? Thank you for your help The Server could not be connected. Check whether the Server is available to connect in the given name and port number.
Why has account ID suddenly appeared in reports?
I have just noticed that an accountID field has appeared in my reports, even though I have not entered this as a field in my customisations. Why is this? It has messed up all my reporting functions.
Web to Lead Form with email
Hello, We are working on a Web to Lead form and need to execute the following actions on form submit - generate PDF containing form data generate email containing form data insert form data as Lead record. The email, PDF works only if we remove the form action (for CRM insertion), hence data inserts into CRM but PDF/email fails. This is urgent and we would appreciate any suggestions or workarounds you could give! Thanks.
Unable to save task when using the small popup box at account tab (account detail)
Whenever I try to create a new task (actvity) for an account through the Account details, a small popup appears. When I enter the variables of the new task in this popup and click "save", the popup disappears, but nothing happens. So no task for the account is created. Right now we are using a workaround, by enterring a new task through the Activity tab and assigning it to the contact person of the Account. Could you please help me out on this issue?
Integrate form in Zoho
Hi, I would like a form on the website to be integrated with our Zoho CRM. Can you setup the form to automatically add a new lead to Zoho when submitted? The site is in wordpress so php code can be used for this. Thanks.
Assigne task to Administrator
Is it possible for a normal user to assign a task to an Administrator?
Assign Task to another User | Profiles & Roles
What do we need to enable in a Profile so a non-admin user can assign a task to an admin user?
Change Contact Owner
Have read and it indicates I should be able to "mass update", but /contact owner/ is not available on the dropdown. One note says, "you need to have change owner profile permission to use this feature", but haven't been able to find such a thing anywhere. I don't have that many to change, but doing it one-by-one is downright stupid. Am I missing something?
words don't wrap in description field
In the contacts view, we type some information about the contact into the Description field. When in the "edit" mode, the text in the description field wraps. But once saved and in the normal view, the text does not wrap. This causes the page to widen out and stretches the address information and you have to scroll sideways to see all of the data. Is there a setting that is set wrong?
rename activities
Is there a way to rename the different Activities (Tasks, Events, & Calls). I want to use the 'Calls' Activity for ALL communication with my clients; emails, postcards, phone calls; etc. Is there a way to rename that within Activities?
Is New Field option available in Free Subscription
I am try to use ZOHO in our not-for-profit and as an evaluation for our business. I do not see the "New Field" button in any Setup > Customization > Fields screen. Is this feature available? Thank You
Forecasts
I am in the insurance business. Can I create separate subcategories so that I can create different budgets to follow example Motor, Medical etc Thanks DP
Notes not showing up
Hi, when I type in notes in the notes section, then click SAVE, the note does not show up on the list. Can someone assist urgently so we can record important file notes.
Updating account status field based on date field criteria - automation
Scenario: I want to be able to automate the process of updating our account records to status-idle IF the account does not have an attached completed SalesOrder within the last 30 days. So I have created a new date field on the Account record called "Date Of Last Booking" and every time a SalesOrder is completed, I have an automated task to update this field to "execution time+0d" (the same date the rule is executed). This is as far as I've been able to go so far. Do you have any more suggestions?
MS Outlook 2010 Plug In
I have MS Outlook 2010 64 Bit I installed the Plugin and followed the activation instructions, but cannot see the box to check to activate the plug for the administrator. I found a post that said I needed to go into users and permissions and check it and save, when I get to this screen it shows that all permissions have been checked.
Tab Bar List info
My current tab bar has accounts leads, etc. When you select the Leads bar it has the contact name, business and phone. When you hit the accounts bar it only has business name and phone. How can I get it to include contact name as a third heading.
Zoho CRM: Workflow Rule Enhancements
Hello! We have updated the functionality of Workflow Rules in Zoho CRM. After this update, you can: Create Time Based Actions i.e schedule actions at a specified time after the rule is executed. Send Emails to Leads and Contacts using workflow alerts. Create Email Templates while setting up your workflow rules Update the Record Owner field using workflow field updates Remind workflow task owners through email or pop-up To learn more about Workflow Rules and also about the updates, refer our Online
Can't see attached emails in CRM Mobile
We are using the Outlook plug in. When I save an email to a contact inside of Zoho at my desktop from Outlook, I cannot see the attached email when using the Mobile version. What am I missing? Thanks!
Owner Mapping Does Not Work When Importing from Excel/CSV
I have been uploading accounts and contacts from either Excel or CSV files. Everything is mapped properly. The account (or contact) owners are active and their names in the Excel or CSV files are spelled exactly the same as they are in Zoho. When I upload the files, it does not load the account or contact owner in the files. Everything reverts to me, which takes additional time to mass update. It looks like it should work, but doesn't and I would like to eliminate this step. I believe there is a
Having Problem in retrieving products from API using getMyRecords
Hello, I am trying to run the code that Zoho API documentation provided. I trying this example http://www.zoho.com/crm/help/api/examples.html#2._Fetch_Records_from_the I have generated token and using it correctly. I am using XAMPP. I had also tried to print CURL response i8nside sendCurlRequest($url, $parameter) function. I tried echo "Result".$result; but it returns nothing. The code also gives below errors: Warning: simplexml_load_string() [function.simplexml-load-string]: Entity: line 1: parser
enable autosave for email templates (and more wiki like plea
While working on email templates it's very useful to have an autosave feature running in the background... crafting an email template takes time and it would be very painful to lose that time with a mistaken key stroke or loss of access before a save is committed. Again, a wiki like structure for the templates would be VERY VERY nice. Dennis Daniels
Zoho CRM Plug-in for Microsoft Office 2010?
Will the Zoho CRM Plug-in for Microsoft Office work with Office 2010? -Thanks
First Name field is showing title/salutation drop-down list
I am attempting to customise Zoho CRM fields and field layout. At present the "First Name" field is showing the list of title options (Mr, Mrs, Ms, Dr, etc.) instead of appearing as a standard text field. I can see no way of editing this. Any ideas?
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