Zoho CRM Image Mail Merge into Quote Template
Hi , I’ve been waiting for this Feature for the Image Mail Merge Field into the Quote template for a very long time, probably over 2 years I would say if the Contact Image field and product image field can be mail merged into the Zoho quotes then why
Automated Email Workflow based on no responses
I’m trying to see if/how the following scenario is possible in ZCRM. We manually send an email proposal from the opportunity/deals module. We want to send series of follow up emails workflow if no response. IF we get a response (simple reply back to the email) at any point though, I'd like to automatically stop the workflow. I’m curious how others have set this up. Thanks for your insight! I am trying to figure out how to automate where if a contact responds to the proposal emailed to them (in the
5.5.1 Authentication Required - Outlook is receiving email but I'm unable to send email
I just tried sending out an email to my business contacts notifying them of my new email address and received the following: Error: 5.5.1 Authentication Required. Details: Cannot send mail. The SMTP server does not recognize any of the authentication methods supported by Outlook. Try changing the SMTP authentication options in Account settings or contact your network administrator. Error Code: -17092 How do I resolve this? Thank you for your time!
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Please help with one of our domain drgozali.com is getting that error messages. How to revalidate it Thank you
CORREO BLOQUEADO
Cuando envío correos a una dirección en concreto no deja enviarlo y me llega el siguiente mensaje: 5.7.1 Servicio no disponible; El host del cliente [136.143.188.10] está bloqueado mediante bl.spamcop.net; Bloqueado: consultarhttps://www.spamcop.net/bl.shtml?136.143.188.10
Please help to unlock
请帮忙解锁 admin@yunsu.org
Specifications can be import?
Hi guys, I notice that when products are exported there is some column named AttributeOption1 AttributeOptionData1 AttributeOption2 ... and so on... This columns are related to specifications? In this case can be import by csv? Thanks
Have multiple groups in Creator Report
Hello, i am trying to create a overview based on multiple reports. The problem im having is that each report has got different Columns that would just be empty for the other reports. Example: Report Hardware -company -type -manufacturer Report Software
Emails that have multiple contacts in cc
Hi there, I am thinking about using desk to manage all emails that are sent to our project management team. Often there are multiple people included in the emails, more people from the customer and more project managers from our side. When this happens
Creëer je eigen BOT in Cliq en stel je welkom bericht in.
Automatiseer eenvoudige workflows en verbeter de samenwerking binnen de team door middel van conversatiebots. Vandaag leggen we in het kort uit hoe je een bot in Zoho Cliq kan maken. Klik op jouw profielfoto binnen Cliq en selecteer Bots en Tools. Selecteer
Tip #2: ¿Qué es un ticket en Zoho Desk?
Tips and Tricks #2 para Zoho Desk, por Lorenza Pasca ¡Hola! Te damos la bienvenida de vuelta a nuestra cita con Trips and Tricks de Zoho Desk. Aquí te compartiremos algunos consejos fáciles para usar esta herramienta de la mejor forma y descubrir funciones
Happy Thanksgiving from Zoho Recruit
Zoho Recruit wishes its global customers and partners a very Happy Thanksgiving! This year has been a roller coaster of a ride for everyone. But for many of us, the pandemic has been a gutting reminder to count our blessings and be grateful for every
Frequently losing control of clients screen since upgrading to Big Sur
I'm a consultant and I use assist daily to share my clients' screens. Since upgrading to Big Sur – perhaps this is coincidental – I frequently lose the ability to manage the client screen. I can still see all their activity but I have to request they
Calculating Lead Age Custom field creation
Hi, I'm trying to calculate the age of the lead using the formula Datecomp(Now,${Leads.Created Time}) But doesn't work out. No values are calculated. Am i doing something wrong? Has anyone done it before?
Optimize your Calendly schedules with Zobot
Hello everyone! We all know managing and scheduling appointments with prospects can be a daunting task, but not anymore! Provide your website visitors the ability to schedule appointments/bookings with you at ease with the Calendly integrated Zobot. Let's
Account_id
My problem is that I don´t know the account_id for a bank account. I suppose that is something like "3632010000002301" but I don´r know how to find it. I need it because I have a custom function that create a customer payment, that works well, and I need
Selling ZOHO apps to third party customers.
So excuse me for the long read but I'm a bit confused. First the introduction, I work for a company that specializes in developing business solutions to small businesses and we've decided to use ZOHO creator because it seems ideal for some of our use
Be able to use HTML or any type of font formatting for Terms & Conditions
Ability to use HTML formatting for the Terms and Conditions. Sometimes we would like to make certain details of the terms to be Bold or Change color to make them more prominent. if we use HTML it says invalid value passed.
Capture custom events in SalesIQ
We have some landing pages that include a video embed (flowplayer). Is there any way to capture an event to SalesIQ that would show up on the actions list when a user clicks on the video? We would like to make some analysis to find out if the videos
Help with creating a filtered list of visitors to a specific page
Hi Experts, I am wanting to have a filtered list of visitors to a specific page on our website. I can create the filter based upon the 'Landing page' but visitors may land on our home page then navigate to the page I want to record. There does not seem
What is the Use of "WooCommerce Formula Based Pricing Calculator"?
With WooCommerce Formula Based Pricing Plugin allows you to set product as a pricing product based on formula and unit pricing, No hassle for setting each variation price with a single table. Still you can add your Pricing Ranges for every variation you
Zoho mail - unable to send email to a customer. can send to other customers
This is happening only for 1 of our customers when we send them emails This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR
Default expense settings
Is there a way to turn the "claim reimbursement" button to OFF? We pay everything with a company credit card and use this for tracking purposes. I have to go into everyone and edit this button and then add the proper card. We need a way to default
Automatically prevent some contacts from being CC'd
Is there a way to automatically remove certain contacts from the CC of a ticket? There is one email address which is included as a cc on several tickets, however we would like it to not be included in future correspondence, so we would like to automatically
Report of the Week - Comparative Analysis with Top N Items
Previously, we saw how to create a report for Top N Items in Each Category . Now let's see how to do comparative analysis along with top values with the following reports as examples. Comparing Current and Previous Month Customers' Invoices - This report
Is OpenID or SAML supported for customer portal?
I've read some posts on SSO but nothing which gives an affirmative or otherwise on support for OpenID or SAML in Creator in the Customer Portal. And even help articles on how to do this. Clarification or/and reference to help articles would be appre
Unable to book a service form the Workspace booking page - No trainer members assigned
Until recently we were booking into individual services listed in the workspace booking page no problem yet now Bookings is telling us that there is no trainer members assigned to the class when selected. The trainer is assigned and we can book into a
Feature Request: Add an Agent View tab on Agent Management Screen
Please add another tab that shows full agents. Currently there is All Agents and Light Agents. It would be great to see a list of agents that are not Light Agents.
Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support@zohocrm.com for further assistance.
im getting this message what's the issue Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support(at)zohocrm(dot)com for further assistance.
Agent not returning schedules call
I'm all week trying to get Zoho books to solve an accounts payable issue. Eventually, I had a call scheduled for today and nearly two hours later no reply, no email apology. While I like the product, very disappointed with the backup service.
Relate Zoho Account id to AccountId in my web app DB
When using API and creating an Account (or any other record in any module), I know there is a way to get the newly created id and save it to my DB. But is there an opposite direction -- pass the account id (generated on my side) to the newly created Account?
Serious, reoccurring bug in Zoho Bookings calendar integration
Hi folks, There is currently an ongoing bug in Zoho Bookings where the service will stop synchronisation with calendars. We use Google and CRM calendars and the sync with Google simply stops working a random times - though it now looks to be multiple
Zoho Campaign Google Analytics Report - 'Error Occurred. please try again.'
Hello, I am trying to integrate google analytics with Zoho Campaigns. I am following the guide at: https://help.zoho.com/portal/en/kb/campaigns/user-guide/reports-and-analytics/articles/google-analytics I have followed the prompts at Reports > Google
Related Lists - can't add desired columns
I have set up a related module to connect contacts and accounts. Then I've enabled the display of these related lists within both contacts and accounts. This all works correctly. I am now editing columns for related list displayed within the account.
Scoring Rules for Related Lists
Does anybody else need the requirement to have scoring rules for related lists? I would really like the ability to run scoring rules on related lists such as deals, contact roles, stage history, etc. This feature is in their roadmap. Please respond/upvote
General Question: What do ZGID and ZUID mean and what is the differences between them?
By The Grace of G-d. Hi, How are you guys? First of all, Thank you for all your continues help in building our verticals! Your help, guidance, support and your open mind to hear our feature requests and ideas are very much appreciated! I Have a general
Is there any way to mark a field as mandatory for the CRM
Once I've added a field to sigma, is there any way to make that field mandatory, for example adding a payment type field to the sales order.
How can I add a user field to sigma, for the CRM?
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.
Domain Already Associated With Another Account
Hello - I tried to set up my domain with my domain name: Trideit.com but it says that there is another account already set up with this. However I have not done this. I wonder if maybe the previous domain owner had set this up. How do I resolve?
Elimine cuenta de correo por error
Favor de informarme si se pueden recuperar todos los correos electronicos, ya que elimine la cuenta de correo electrónico por error... amartinez@unisal.com.mx
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