Where is Mail Merge History stored
I sent out a mail merge but I can not find anywhere in this program where there is any history of evidence that anything was sent out to my contacts. Also, is there any way to send an mail merge with an attachment? I was hoping this program would be
Zoho sign
Hi, I sent a contract via zoho sign yesterday arounb 15.30 and my client has still not recieved it? Is this normal time frames for Zoho sign?
Campaigns - Library - Email Templates - Edit Button doesn't work
Hi I have noticed several times now that when I have saved an email in the library templates, when I have tried to go back into it and edit it the button doesn't work. Older templates in the same folder still allow me to edit. All the other buttons,
IPeachtree to Zoho Books migration?
Is it possible to migrate data from Peachtree to Zoho Books?
"On User Input" trigger in CRM
Hi all, what are your thoughts on making "On User Input" an available trigger for workflow rules? Seems like it would make form input a bit smoother when calling custom functions to populate fields. This is already a feature in Creator.
Question for the MX Servers ...
Hello ! Is it correct, that alle three zoho.eu mailserver uses the same IP ?! Bye, Martin
I can't configure SPF and DKIM
Our emails are unauthenticated, and when we log in in to our control panel we receive a warning message that we need to configure our SPF and DKIM. We bought our domain 8fans.org from shopify and we can't verfify or edit SPF and DKIM since we get a message that says: We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again. Please help us solve the problem so we can authenticate our emails.
Configuration could not be verified - is the username or password wrong?
Hi guys, I've recently created an email account in my email free service. I can use the account in online and it is working properly. But when I tried to open it in Mozilla Thunderbird in Ubuntu OS I am getting an error saying: "Configuration could not be verified - is the username or password wrong? " I entered the correct username and password but the error is consistent. I changed the password to a simple one but still I am getting the same error May I know how to sort this issue ?
Can Link of a website be used in blueprint of orchestly
Hello, I want to add link of Zoho Vault in Blueprint of a job in Zoho Orchestly is it possible?
How can I change a field label
I am setting up ZOHO CRM and want to change the label of a field. Mailing Province to Mailing State. If I import, Zoho provides a sample CSV and they use the title of State. In Australia, we don't use Province, and State is missing, therefore I am assuming
Cannot receive E-mail but can send
I just just joined yesterday, it says the domain (prognewsis.com) is verified but none of my test e-mails are coming through. I can send but not receive.
Journey Limit
Hey everyone Can anyone tell me how many journeys can be created, it there a limit? Thank you in advance.
not receiving email [SOLVED AFTER 20 hours]
no email received in the last 4 hours.. I sent something from my personal SMTP to myself on zoho and still nothing also if i get code 250 OK ``` Jan 12 15:35:42 box postfix/smtp[15742]: Trusted TLS connection established to mx.zohomail.com[136.143.191.44]:25:
Zoho Email & Bookings
Hi guys, I want to buy Zoho One but have questions. 1) I would like to set-up email sequences to mail to my prospects separated by by some specified number of days between emails. Can I do it? 2) Will emails look like mass broadcasts in "from" email field
People - Attendance API, Check In / Out Location Submission
We are using the Attendance API in conjunction with our on site kiosk hardware to facilitate check in / out and its working well with one exception, all of our in / out records show the location as "ASHBURN". Is there a mechanism by which the in / out
invoice customer for support ticket
hi i'm a new user and trying to figure this out. we would like to provide service to our customers using the zoho desk platform. when item is during warranty, service is free so there is no issue. but when we provide service for out-of-warranty items,
Campaigns do not end, always "In Progress"
Hello! We have two campaigns underway but not finished, they are always in progress
Closed ZOHO account but cannot register the same email under G suite because it says email address already in use. can you help?
Closed ZOHO account but cannot register the same email under G suite because it says email address already in use. can you help?
any emails not receiving
Hi I setup zoho email but not getting incoming email since start just able send emails only
Report of the Week - Estimated Deal SizeTrend
Do you want to track the changing Estimated Deal Size for each potential? You can easily achieve this using Data Snapshot. Data Snapshot allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen
php sdk 3 date upsert
hello, i am trying to upsert a date via php sdk 3 and i always get this error I tried both string "aaaa-mm-dd" and a datetime object : $date = "2020-01-01"; // this gets "PHP exception":{"message":"","file":"/var/www/vendor/zohocrm/php-sdk/src/com/zoho/crm/api/util/Converter.php"
Social media previews coming up in Dutch?!
When I post a FB link (and I think maybe twitter etc), the preview that comes up in the chat window is in Dutch and everyone else sees it in Dutch too. We have no connection at all with the Netherlands. Why is this happening and how do I stop it please.
tasks key- color coded
Was just evaluating your software and it was looking really good an dwe were thinking seriously about it until we saw you used color as the key code for task priority (high, low, medium...). Unfortunately this is a deal breaker for us since we have color-blind folks as clients and staff. Also, not sure if you know but in the Section 508 Accessibility guidelines for websites and software they indicate that you should not rely on color alone to convey information. Not only is there the issue of folks
Date of Birth Field without Birth Year
Hello, We rarely have the birth year of our contacts. Is there any way to capture the info w/ just month / day, so that we can still search on this field as a date? What have others done?
Tag leads that match list
I have a list of about 250 companies. I'd like to identify leads that are in those companies. I'd like to either tag or update a field to the leads from those companies. I'm not sure how I can do this. Any suggestions?
Facebook Video Greater than 140 Seconds Please
Hi, I have had two deals missed because of customers loving Zoho Social but need to post 3 minute promotional videos and with only 140 seconds this is a problem. This was put in I believe to be in line with Twitter. As Facebook supports extremely long videos it should be a simple fix to remediate this and allow for longer uploads via Zoho Social of video content. Upvote this one please folks :-) Thank you, Kyle
How to take information from website and import into a particular Lead layout
Hi, I have a website which is linked to Zoho CRM, our website uses Gravity Forms with a Zoho CRM plugin. In Zoho CRM I have two lead layouts I want to use for this website. One layout is for new members signing up and another layout is when a member submits
Reply-to
Dear madam, sir, I use the explicit reply-to field, and it always defaults to my default sending address. It would be great to have it default to an address connected to the From: field. Using that same address would already be a huge improvement. Ideal would be to have the default reply-to address settable per "Sending as" identity. As things are currently, every once in a while I forget to set the Reply-to field (expecially when replying myself), and the reply ends up in the wrong place. Thank
Task List Templates View Suggestions
The right structure for us to use Projects has ended up being Task List Templates for many of our standard functions, and when a new project arrives, the Project Manager will add the relevant Task Templates and connections between them. That said, the
App Spotlight: Global Address Finder for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Global Address Finder for Zoho CRM Collect, validate, and automatically enter exact street addresses in your Zoho CRM from a database
Banking - Transfer To/From Another Account (Multicurrency)
Hi, We have issues with Interaccount Multicurrency Transfers. The amounts shown of both statements very rarely matches because of the rate of exchange is only 6 decimal places and will never be accurate. So we always have to double with an entry showing
paypal fees
How would I add the paypal fees in my accounting software, zoho books? If i put in an invoice and a client pays there is only a record of the paypal fees in paypal itself but I need to record it somehow in my zoho books.... any ideas?
Automatic Capitalization of Name Field
Hello would like to be able to build a custom function to auto-capitalize the Name field, using a custom function. We bring leads to ZohoCRM in from Unbounce. Thanks!
How to show Lead ID in a custom view?
How to show Lead ID in a custom view? It's not shown in the list of columns while creating customized views.
Email Folders
I would like to be able to create email folders and have a rule that would have emails go to appropriate folders. Is this possible?
Get Back To Domain Setup
I was setting up my zoho email on the domain setup page, it looks like the picture below: But now when I log in I go straight to some kind of email inbox? My zoho email doesn't actually work, how can I get back to the setup page so I can fix & check all the parameters.
Unattended Remote Access Suggestions
Hi, we are currently evaluating Zoho Assist as a replacement for Net Support, there are a few small issues which I believe would be helpful if they could be implemented in future releases. 1) On the client computer I can see that there is the option to "Block Access" however the default state upon reboot is to allow access. While I can see the benefit of this for accessing servers etc which are mainly unattended we do have circumstances where I am sure clients would feel more secure if they were
Help please - Desk and ticket info in CRM
Zoho Desk integration? We are starting to use both Zoho Desk and Zoho One. I have raised a few tickets for a client, and today created their profile in the CRM. Same Account Name, and same email address. I would expect that the CRM would show that there
Tips and Tricks #38: Analyze presentations effectively using Show's robust commenting system
Hi All! Let's say you are collaborating on a presentation with your teammates and want to provide them with suggestions about content and design. With some presentation tools, you have to share your feedback separately, either through an email or a
HOW TO SETUP SPF, DKIM in WIX domain
Do you have instruction for WIX domain, how to set up those ?
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