Set-up for Mortgage Brokers
Hello All! I have never consistently used a CRM before and as my business in growing so the need for organization is exponentially growing as well. Basically I have a few questions for any mortgage broker that has set up their CRM, as I am having trouble figuring out how to do this: 1. Do you use your leads tab for a full 1003? I was thinking that I would import/XML in my leads from a web capture or import. 2. How do you manage you overall workflow? What information do you have on leads vs. potential
Zoho is totally rubish
I am a user of Zoho from 3 months I am facing problem and I am calling Zoho support hours and hours they are not helping. My problem is Eventbrite which I am strugling with. Backstage event side they do change every other day.
Average record values of sub-form
Hello I have a Form called Opportunity with a sub-form called Voting, containing fields called Number. I would like to have a field showing the average of the voting numbers for that particular opportunity. So I created a formula filed on the Opportunity
Attachment Notifications in Zoho CRM
Hello, Is there any way to keep track of new attachments? My company has a client that would like an email notification whenever a new attachment is uploaded. My initial thought process was to have a workflow running every 15 minutes or so with a global
Same data, different dates
I'm exporting stock data out of our platform. Technically , the products will stay the same. The quantities & value should change. But as i'm pulling this data weekly, how do I append data onto the table and it reflect the data but just with the different
Link Zoho email to LWS domain
Hi, I juste created an address on Zoho linked to a domain hosted by LWS. I can send email but can't receive one. It only worked when I put 1 mx.zoho.eu. 5 mx2.zoho.eu. and 10 mx3.zoho.eu. on the dns panel but I got a message from your team telling
automatic notification to interact with contacts
With so many contact, I would like to receive an automatic notification after a specified time from last interaction (7days-2 weeks-1 month ext) to keep in touch with a contact
Job mail box
All jobs have a unique email address under Sourcing Summery, but when I send a mail to that address, I get a bounce saying that the address doesn’t exist How do I enable Job mailbox? Status is enabled, under the job.
Why wont Zapier let me generate a token to connect to my Zoho Invoices?
used to work - now it doesn't
How to remove the elements border?
Hi, I found there are borders around each elements I created, i did selected no border, but still showing, may I know how to remove that? BR, Jiawei
notification for new lead that was not treated by sales rep
Hello Zoho CRM community, I want to send a notification to the sales rep's manager if a new lead was assigned to the sales rep and he didn't contact the lead for 2 days. do you know what could be the best way of doing that? workflow rule? because I want
Modifying Axis data into hours and minutes
Hi I would like to modify the Y-axis data into hours and minutes. How can I do that? I create a new data column that is modifying seconds into hours and minutes, but the data type is "plain text". I think I'd need to have it in "number" in order to be
convert leads to account - mass update
Is there a way to mass convert leads to accounts/contacts? I have imported all my leads in the system at once and now I want to convert several of these leads to accounts at once instead of doing it one by one. Any help Thanks Richard
Tip of the week 82 - Tips to craft an informative email footer
An email footer is an essential part of any email campaign as it is here people scroll down to for important information about the sender. An email footer, located at the bottom of an email, includes information about the sender/brand, links to manage
How can I let Zendesk sends mail via my Zoho mail account?
Need help to set up an SPF record and a separate DNS TXT record so that I can use Zendesk to send replies using my same account details.
Desk - Astuce #3 : Découvrez le module Activités
Bonjour à tous, Découvrons ensemble le module Activités de Zoho Desk ! Le module Activités est l'endroit où vous pouvez créer et suivre toutes vos tâches, appels et événements. Chaque activité contient des informations essentielles sur l'heure de début,
Zoho mail to Hotmail is spam
Hi, When I send mail, every mail goes to spam folder in Outlook. It's only happening with Hotmail. I have no problem sending to Gmail, Yahoo!, iCloud... It seems like Outlook doesn't like my domain... Please tell me how I can resolve this?
Can you filter Contacts by specific completed Tasks?
Hi Is it possible to filter Contacts based on the Tasks that have been completed by/for them. For example, when I send a piece of collateral to a Contact I record it as "Send LBBO ABM" and mark it as complete. I'd like to create a View that shows me all
Sub Form Aggregate Sum based on Check Box
So I have tried several ways to do this, none are working. We have a shipment table in a Subform. The aim of the table to manage part shipments etc. What my management want is the total sum of shipments that have gone to be calculated. The solution
Message blocked
Hello I tried to send an email and it gave me the message: Unable to send message;Reason; 552 5.1.1 sender Address Blocked Can someone please unblock my account so I can send Thank you
Change PLAN
We want to move from monthly to annual. How ?
Fetch Field value from another form based on Lookup value
Hello, I have a Form called Opportunity and another one called Contact There is a bi-directional lookup relationship where an opportunity is related to one contact and a contact to one opportunity. On the Opportunity Form I would like to Display the Contact
Nurture and customer reactivation pattern: From Zoho CRM to MH and back the to CRM
Hi folks, Last night Zoho's support team and I worked out a way to perform a very important use case. Most of use have Zoho CRM, and we'd like to be able to send specific contacts from the CRM into MH for nurturing (if they are a recent customer) or reactivating (if they have not purchased for a while.) Different customers should be able to receive different 'customer journeys' based on some sort of information held in the CRM. During the customer journey in MH, major events should be posted
Groups emails blocked on Zoho Campaigns
Hi Zoho team! Some of the business email addresses have been blocked when uploading as they are considered "Group Emails". I need to have this ban lifted in order to update our community members with our monthly newsletter. Please advise ASAP Thank you very much. Romain
[Edited] Campaigns Community Meetup — United Kingdom & Ireland (April 27 - April 29, 2021)
Hello, everyone! Zoho Campaigns has been successfully hosting some virtual community learning events last year, thanks to our enthusiastic user community. We're all set to conduct our first round of Campaigns Community Meetup, this year for the United
Zoho Backstage for Admins — A Virtual Training Program
Hello everyone, We have another session of our virtual training program for portal administrators looking to learn the ins and outs of Zoho Backstage. At the end of this training, you'll be getting a certificate of completion as well. Join us for a free
Live Chat load time issue
Hi, My developers have loaded Zoho live chat onto my custom PHP site which has slowed the load time of my site to almost 5 seconds from 2 seconds. Can anyone suggest how to solve this, the product is excellent and having used many Zoho products I can't imagine this is a Zoho issue, most likely my developers. Thanks, Matt
What do you think of Zoho Notebook as an alternative to Google Keep?
I use Google Keep extensively, I have 2,065 Notes at this moment, and I want to try Zoho Notebook to better organize my notes, what is your opinion on Zoho Notebook? Is it as fast as Keep? Does it slow down once you reach a certain number of notes? Are there any issues with reliability or syncing? Is there anything I should know as a Keep user about Zoho Notebook? Such as anything that is different, non-existent, or worse in Zoho Notebook? Thank you in advance!
Edit a form after submission
Hi, I'm gathering information from clients. Is there a way for them to edit their submitted form without me creating them as users? Thank you.
How do I add purchase details under Order Confirmation email?
I could see an Invoice Notification template, but in the email content how can i add more fields related to the order. I dont see those fields listed under 'Insert placeholders'. I want to add fields like product information, quanity, price etc. Also
Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
How to make one online payment for multiple invoices?
Our clients asked if they could make the online payment for multiple invoices in one go? Even though I use Customer Statment to send all invoices in one file, but our clients still need to pay the invoices separately. Please advice, thanks.
Adding more than one FB profile
Hello, how can we connect 3 different FB profiles to Zoho Social? Is it possible? Katarzyna
Notes in Zoho CRM not tagging
After entering the @ and user name the Notes are not tagging
How do I add contacts to Contacts?
Does this do something? I'm really confused... where do I see our organizations contacts? And is this the only way to get access to the users that are part of the organization? I can't seem to add anyone here and the way it looks, is that if I want
Tip of the Week - Edit Aggregate Formulas from your Report Designer
Did you know that you can edit your aggregate formulas from your report designer area? You do not have to navigate between tabs to edit your aggregate formula while working on your report creation. Let us see how this can be done. On the left panel of
Improvements to Spanish translation for Zoho Support
Hello team, I would like to suggest some improvements to the Spanish translation. On the screenshot below, I would change the following: Todos los Solicitudes => Todas las Solicitudes Abrir Solicitudes => Solicitudes abiertas Solicitudes cerrados => Solicitudes cerradas On the screenshot below, I would change the following: Select a Department... => Seleccionar un Departamento... Request Type => Tipo de Solicitud How Critical is Your Request => ¿Qué Tan Crítica es Su Solicitud? I hope this helps
Add an archive button to top panel
It would be great if you could move the "archive" function into the main panel. In fact it could even go next to the "mark as unread", "report spam" and "delete message" icons next to each message. I think this would streamline greatly the mail management process. thank you to for your efforts, Zoho people, Arch1k
Allow End-Users to Authenticate via O365/Google/etc
Many of our other software vendors allow our customers to sign into accounts by authenticating against Office 365 or GSuite by simply matching the email address. It would be great if we could allow users from hundreds of different companies to sign into
LOP Report
Hello, How does People calculate the loss of pay ? Does the Attendance module need to be activated or if the Time & Leave Trackers are activated it will calculate the lop?
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