E-Mail Replies create new ticket with same Ticket ID
Hi, A customer can send an e-mail to our support address, and a ticket is created in Zoho Support - Correct behaviour. Our agent can reply to the ticket from the Zoho Support interface and the customer receives the reply as an e-mail - Correct behaviour. The customer then replies to that e-mail, but a new ticket is created within Zoho Support - Incorrect behaviour. The continual replies between support and customer should be in one ticket until the ticket is closed. The replies from the customer
Need CRM level of automation for Projects and tasks , not just Issue automation
create projects based on status of project or task Send notification to client when a task is marked complete or when a project is marked complete Ability to edit notifications (mine shows it's editable, but nothing actually shows up when I start typing) Create tasks at push of a button like in CRM Blueprint so all your projects are handled the same way Workflows that you can trigger, based on a number of criteria Anybody else sick of creating projects manually???? Even with task and projects templates,
Linking Lead Source pick list
The Lead Source pick list appears in both a Lead and a Potential, however, the values in each list don't match up. This is due to items being added to the Lead Source field in Lead but not in Potential. Is there anyway of linking the fields up so the
Canvas Open Activities: Allow Table Column Widths to be set to a Fixed Value.
Please allow us to set the Open activities column widths to a set value. That would be VERY helpful to our oganization. OR, have them "fit to text" so that they're only as wide as the text. Instead of averaging out all the columns to the same width.
Email address already exists:Oops! Something went wrong. Try again later
Hi there, I want to add a new email account admin@artjam.app, but it keeps showing this Email address already exists:Oops! Something went wrong. Try again later However, I am pretty sure there's no such email address in my account. Any helps?
Job association
Hello, When we are on a candidate page, if we want to associate him/her to a job, it opens all the job openings created in Zoho Recruit. I know we can filter on the left by selecting the status of the role (in progress, ...) But it would make more sense
Wrong link
Hello, Why when we clic on this icon, it brings us back to the old career site and not the new one. Could you modify that please? Thanks Olivier
I do not receive the emails with the desktop outlook
596 / 5000 Resultados de traducción In the zoho mail account when I enter from the browser all emails are received and sent without any problem; but when I use the outlook program on its desktop version, not all the emails arrive or are not sent. The
Enviro Recycling EHF Fee's
I'm in Canada and each province has it's own recycling program with it's own fee's. There are numerous categories that electronics fall into and each category has a taxable rate applied to it. I need a way to be able to apply the correct rate depending
Zoho Creator search/get records
Hi im looking for some help... Im running a function in creator that search/gets records from CRM accounts: I need the search/get to filter from a boolean, the amount which is passed through a user input and then sorted by created time(desc). This is
Creating a contact list based on information in a related list associated with Companies
Here is what I have so far; 1. Contacts associated with Companies, 2. Related List info associated with Companies, I would like to generate a list of contacts based on criteria within the related list tied to Companies. I would like to be able to sync
Automated field update between Potentials and Accounts
Hi, I wanted to create a workflow so when I update a field in Potentials the relevant field in Accounts is updated automatically. I tried Zapier but couldn't find the option to update the fields in Accounts through Zapier. Is this something that needs to be done through custom functions? I'm hoping to avoid writing a program for this simple task. Any help would be much appreciated. Thanks.
Cannot send to iCloud mailboxes due to blocked IP 185.20.211.225
p******@icloud.com, ERROR_CODE :550, ERROR_CODE :5.7.0 Blocked - see https://support.proofpoint.com/dnsbl-lookup.cgi?ip=185.20.211.225 Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Sat, 4 Apr 2020 17:59:16 +0100 Original-Recipient: rfc822; p******@icloud.com
How to see daily sending activity reports by campaigns
Dear Team, I am trying to create a report that shows how many emails are sent in each campaign daily from Zoho CRM. When I connect Zoho Campaign to Zoho CRM, the table which is generated shows only the last date of sending and the total number of emails
Zoho CRM Integration to Zoho TeamInbox
Thinking if there is an roadmap for integration with Zoho CRM and Zoho TeamInbox
Respond to emails to alias with alias email address
Hi, I just created an alias user@email.com I emailed user@email.com and got the email. When I reply to that email, it sends it from admin@email.com How do I automatically respond to emails sent to an alias with the alias email? If an email goes to user@email.com, the reply should come from user@email.com but it comes from admin@email.com. I know there is a dropdown menu but using that for every email would be super tedious, how do I automate this?
Multiple Email Signatures in Zoho CRM. Would anyone else find this helpful?
I posted a feature request about this last year however didn't get a response. The reason for this request is quite simple. Early sales stage (leads, early stage potentials) I would like my mobile number (cell phone) to not be included. Just our company's
Items in picklist not showing up
I have a custom field that uses a pick list. When I go into setup all items are there but, during normal view they are gone. This in the potentials form. any idea?
Great Alternative To Zoho Certified Partners
Have any of you struggled with hiring a Zoho Certified Partner like we have? We've tried to hire numerous Certified Partners but have been blown away with their lack of expertise. I guess just about anyone can become a Zoho Partner because I've tried
Benefit/disadvantages: Adding an inline subform created in main form vs embedding an existing form as subform
Hello, perhaps someone can offer some perspective on this. I've found that adding an existing form as subform is easier to manage as I can access the data easier. If it's an inline subform created within the same main form I can't access a direct report
Why i see buttons from Accounts in Activities?
I created buttons in accounts but these buttons are also available in activities? How to fix so i don't see and can't use them in activities?
Auto populate deal value for different products with different commission rates
Hi folks! Need some help here, was wondering if anyone is able to advise on this or point me to any solution. Thanks in advance! I’m a Insurance Agent, I distribute many products, all with different commission rate, depending on the product type and
No Assign Owner When Importing Leads
When I go to import leads I map the Lead Owner to the email of the person I want them to be assigned too. But when I click the next page I don't see a Lead Owner section that I can click on. So all my leads still have me as the owner when I want to make
DKIM Authetification doesn't match serial number
could you help me about this why i cannot verify the DKIM.
How can I create a related record in CRM using Deluge?
Desk has a createRelatedRecord function. I don't find similar functionality for CRM. How can I create a related record in CRM using Deluge?
I want to automatically change the status of new incoming orders
Hello, I want the status of all orders generated by our online store (with the reference SO-) to be automatically changed to "confirmed". Currently, when a new order arrives, it has the status: "draft". Is it possible to change this without having
NL partner voor migratie/integratie/development
Hallo! Fijn dat er nu een NL forum is. Wij maken sinds een aantal jaar als webwinkel met eigen import gebruik van ZoHo One. Tot nu gebruiken we (helaas) maar een paar functies in enkele apps. Ons plan is om op korte termijn onze webwinkel (en extern administratiepakket)
Follow us on social!
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Adding field to mail merge for exisiting data
Hi there. I am looking for some help please... I am adding feilds into a mailmerge for some existing datta. The data is being pulled from a subform ... when adding the feilds they are showing up in red. as shown below.... can someone please help me??
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1
Hi, My admin did a change in the setting last night and all emails I'm sending now to China are bouncing back with notification: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or
How do I share my CRM calendar?
So, I create appointments linked to my Leads (I'm a real estate company and want to use it to manage my agents appointments with my clients). I don't want to pay for users for my agents since that's the only interaction they would have with the CRM and
Archiving Projects - Losing info on Time Entry
I am trying to close out a project so that no more time can be entered against the project since it is complete - however when I change the status to "Archived" - it no longer shows the hours logged against that project in my Time Entry Export. This inhibits my ability to track utilization across team members. Is there a way to close a project but still be able to track the hours that were logged against it?
Zoho sign document status
Hi Previously, when a Zoho Sign document has been signed, the document status has updated automatically to 'signed' and the date completed automatically populated. These 2 features have stopped working. Does anyone know why? Thanks
Cliq Integration Error. Can't get notifications on Cliq Deskbot
Hello, as you can watch on this screenshot, I am unable to get Cliq and Desk integration to work. I don't get auto notifications, even when they would be triggered, and commands won't work.
desk-mailer's reply doesn't follow the "Reply-to" of the inbound mail
desk-mailer replys the inbound mail uses the "From" instead of "ReplyTo" field. Expected behaviour should be replys to the mail addressof "ReplyTo" field.
Update candidate status as a rule - automatically
I am interested in creating a rule that updates the candidate status to a set designation - when either of the following actions occur: 1) A note is entered on the candidate record with the title "call" OR 2) An e-mail is sent - from the Recruit tool - to the candidate Is this possible w current functionality? I cannot seem to access the functions of either record?
Hyperlink to Specific Ticket Record in Email Template
Is it possible to hyperlink a text to a specific Agent Ticket URL in an email template? See image below for visual reference. I tried to put Ticket Id > Agent Ticket URL placeholder in the web address but it becomes null upon save.
Credit Card Limit - Available & Remaining
In the credit card account if there is an option to enter credit card limit would be useful to know the available limit.
There is no way to edit Client Company Information
When I look at Client Users I only see a way to delete a client company or change the primary client. How do I edit? There is no pencil icon to click on and do this. Thanks.
How to delete Zoho Campaigns account
Hi, I accidentally went into my company Zoho account to the home page and set up a Campaigns account by mistake. I was trying to access our company Campaign area but was not linked to it yet. Now my administrator cannot link my company account ID to our company Campaign account because I have accidentally set this up. How do I fix this? Thank you Vanessa
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