Email Parser - Word of the day #88
Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails. An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. Here's a knowledge-base article on how Email Parser works. Check this video from 'SaaS on a Shoestring' on Email Parsers. Previous 'Word of the Day': Escalation Rules Next
Feature Request: Flexible Best Time To Call Options
The 'Best Time To Call' option is too limited as it only allows you to set a single point in time, however, you will contact that person outside of pre-arranged calls, so the ability to add other options would be very helpful. For example one of my best contacts only works Wednesdays 10-4 and Fridays 8-5, those are the best (and only) times to contact her. Perhaps that box could be split, so the first is 'Next call' which shows the date of the next activity/call/meeting, and the second is 'Best time
My account has been disabled
i need to know why i couldn't login and access my zoho recruit portal
New Deal made through custom button/deluge not triggering workflow rule
There is a workflow rule in our CRM that is supposed to send out an email notification to select people once a new deal is made matching a certain criteria. We have a custom button that creates a deal that has this criteria but when the deal is created using this button the workflow doesn't trigger and an email isn't sent. Does anyone know what is causing this issue/any possible fixes to it? Thanks
Emails on contacts pulling through to accounts
Hi I have sent multiple emails to two different contacts that are associated with the same account, however the emails sent are not pulling through to the account page under the "emails" section. I have refreshed countless times but nothing has changed. How do I ensure the emails sent to contacts associated to the account pull through to the accounts page? Thanks Ashleigh
Updating Records on import
Hello, I am trying to update records on import (not create a new record). I have seen several community forums for this but they are all incredibly out of date. My problem: When trying to do a mass import, any records with matching ID & project ID, I want those records to be updated and not have a new line created. How can I do this?
2 "lookup" forms sharing the same lookup field - how to?
Hi, I have one main form asking for someone's age and I want to access 2 other 'lookup' forms based on the age entered. Each of these other 2 forms (one to do with nutrition and the other to do with exercise) are designed to be looked up based on age. I don't want to combine these 2 forms (for a bunch of reasons) but how can I access both of them in the main form without the user having to enter their age twice on the main form? I was thinking I would have the 2 age lookup fields in the main form
App Spotlight: Lateshipment.com for Zoho Desk
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Lateshipment.com for Zoho Desk Be proactive in identifying and mitigating the risk of delivery failures and drive efficiency in logistics with actionable information about your packages. Create delivery-related tickets, track parcels, and send delivery updates to customers in real time without leaving Zoho Desk. Get the extension here Business needs As a retailer, you make
PRICE LISTS AND PRICING
We have over 10,000 lines sorted into categories and sub categories. To create a price list we usually mark up from landed cost to create a "list price" This is the price list our staff then uses. The Account Manager sells the product by applying a discount at inventory line when keying a sales order. We also need seasonal price lists with a fixed date e.g monthly specials. The flow would be any discounts under a certain margin per product category e.g socks goes to an approval process to the
Tip #28: Evita llamadas y correos sin responder con Zia
Tips and Tricks #28, adaptado de Aishwarya EK ¡Hola usuarios! Esta semana vamos a hablar sobre la función Mejor Hora Para Contactar traída por Zia en Zoho CRM. Te recordamos que este es sólo uno de los consejos sobre Zoho CRM que puedes encontrar en Español Zoho Community, así que te animamos a que eches un vistazo al resto. Tip #28: Evita llamadas y correos sin responder con Zia. Una de las tareas más críticas y a la vez frustrantes en el día a día para cualquier representante de ventas es llamar
who else?
Has anyone else been experiencing really poor connection for audio (dial in and computer)? Pretty much everyone in my org has had really bad experience since Aug. Is this just me?
E-mail to hotmail servers bounces back!!! Help us please! Why isn't this working properly???
Hi, Everytime we send an e-mail to @icloud, @hotmail, @outlook (hotmail adresses or apple adresses) they get bounced!!!! This is a VERY big problem for us because a lot of our partner influencers have hotmail adresses!! See the information below. <******@outlook.com>: host outlook-com.olc.protection.outlook.com[104.47.55.161] said: 550 5.7.1 Unfortunately, messages from [116.202.179.193] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3140).
How do I make department groups rather than project groups?
Is there a way to create department groups in Projects? Example: We have 3 designers on staff. For design tasks, I have to assign design tasks to all 3 individually. It would be nice if I could group these 3 users together and call the group design. I think it is possible in the CRM, but the designers do not have access to the CRM.
What's the difference between the two "unsubscribes"?
I have a question about the unsubscribe settings screen for the Zoho campaign. I can't understand the difference between "Unsubscribe" in "Pages and Emails" in the list and "Unsubscribe" in "Pages and Emails" in the settings. Why are these two "unsubscribes" and why are they different? Thank you in advance.
Candidates' desired locations / targets?
In my experience, candidates tend to have their own goals in conducting their job search. One is location. Where they want to live... In fact, the entire profile is extremely client focused implying that every single candidate will either take any job that they're qualified for or are only interested in a job that's in the immediate area of their current mailing address. Is there a way to add location targets to the candidates' profile that is filterable without resorting to a check box list or
Relaying Disallowed when sending to Zoho Mail
Please Help. I have a new zoho business account (gabrielmethod.com). I have verified the domain within zoho control panel and configured the mx records on my host site to point to zoho (this has been working as a redirection to a Zimbra account so I know that my host is capable of this). When I send a mail to my account at gabrielmethod.com from an external email client to test I get an error from zoho mail system reading : host mx.zohomail.com[72.5.230.114] said: 553 Relaying disallowed (in
Thumbnail Generated when Sharing a link
When we share links to Zoho recruit records (ie candidate profiles or job orders etc), is it possible to change the thumbnail generated to be more specific to the record being shared instead of the home page for Zoho Recruit? We share links often through Cliq and it would be great to have a more relevant thumbnail.
Campaign - Workflow - Assign tag based on activity
hello. i am trying to create a workflow that ends up tagging a lead when they click a certain link and sending them into appropriate campaign. for instance. in one email i have 2 links. 1 link is for "topic 1" 1 link is for "topic 2" when the recipient clicks "topic 1", i want to create a tag "topic 1" and send them into a different workflow/campaign "topic 1" when the recipient clicks "topic 2", i want to create a tag "topic 2" and send them into a different workflow/camapign "topic 2" how do i
Recruit calendar sync with calendar on iPhone
Hi, I have found an article about calendar synchronization between Zoho CRM and the calendar on iPhone: https://help.zoho.com/portal/en/kb/crm/collaborate-and-increase-team-productivity/calendar-management/articles/set-calendar-synchronization I contacted recently Recruit support and they informed me that there is no way sync it and as of now Recruit calendar may be synced with Google or Office 365 calendars. I would be good to have an option to sync my calendar in Recruit and my calendar on the
Email recovery
Please recover all my deleted emails in ZMNotification. Thanks in Advance
Securing / Monitoring Zoho recruit API
Hello, Would it be possible to log API calls ? Is it possible to configure the public source IP adresses allowed to do API requests ? BR
total planned work for a task list
hi, I would like to be able to have to total of the planed work for all task inside the task list. Where could i have that total ?
Admins should be able to set user timezones
It would be helpful if admins could have great control over the users. In an enterprise environment it is very difficult to contact each user/train them on how to set their timezone correctly. Because of how zoho handles timezone, we will have to change this for every user twice a year (standard vs daylight savings)
Not receving incoming email
I own 1percentsmarter.com and have registered 2 email IDs, admin & contact. I can send emails but cannot receive emails. Please help.
Video interview
We should have a video interview feature where we can send a link to candidate and he/she has to answer via video so that its recorded. This is ideally used as a pre- screening round in most of the companies
Automatically insert text to ticket reply
Is there a way to insert a text at the beginning of each email ? We need to insert a text like "please hit reply all when getting back to us" and to repeat this text over and over in each message to the client, until they understand :) So, is there a way to insert text by default ? Beside the insert signature option, I haven't found anything else. PS: Our company is on a free version now. If you know how to do this for paid version, please advise and we'll consider upgrading. Thank you !
WordPress domain registration with Zoho
Hi everybody, it seems I am having a problem with the domain verification.Any help would be very appreciated - thanks in advance!!! I would liek to use Zoho with WordPress. I have registered a zoho account . I have registered and then followed the instructions given here: https://wordpress.com/support/add-email/add-email-through-zoho-mail/ and here: https://www.zoho.com/mail/help/adminconsole/wordpress.html and those given in the control panel during the process. Both are of course basically the
Can the default date format be set to dd/mmmm/yyyy?
I would like for all of the date fields in all modules to have a date format as dd/MMMM/yyyy (01/January/2020). How could this be accomplished? I don't have a function fields available to use for the module so I would like to get it done somehow with Deluge and Workflow. Any help would be appreciated. Also keep in mind that in a few months from now Zoho is planning to update the system with these features to change the date format and still I would like to get it done sooner if possible. Thank you!
Time tracker integration with Quickbooks - has anyone done this?
Hello, I've been using Zoho CRM for several years, and I'm now testing out Zoho People to see if I can use that as a time entry system that can easily sync to Quickbooks. So far I'm not having any luck at all. I have set up time tracking in Zoho People, but I don't see any way to integrate the list of clients and projects with the list of clients and projects I already have set up in Quickbooks. I'm hoping I can sync that list so I don't have to do dual data entry on both systems. Is it possible
How do I have my workflow change if my "lead" becomes an "account" and remove them from a drip campaign?
What's the trigger/process so that when a "lead" is converted to an "account" within the CRM, that Campaigns then reads that and removes the "contact/account" from the workflow?
Invoice Template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. Thanks Bernard
Importing Data from Filefinder into ZRecruit.
Hi, Has anyone had experience bring data from FileFinder (Dillastone) into Zoho Recruit. The data extraction from FF appears to be very complex? Would really like to hear from anyone who has been through this exercise. Have a good evening, Sharon
Email Add-in
I am coming across several candidates that I have submitted to Zoho by way of Outlook/Email add-in that are not in our system. Is there a way to confirm that the resume/candidate actually made it into our database? In the past, I have used Jobdiva. When a candidate was submitted to Jobdiva via Email - Outlook/Gmail etc. I received an email reply to confirm that the system received, added to ATS and had a link/candidate number that associated candidate to ATS. Feel free to call me if you have any
Sales Forecast and Actual Revenue
Challenge: The current system allows the fixed and actual sale to be updated on only one field in the system. Solution : We need a solution that all one job to have many opening and each placement/hire has its own field to update and still updatet the actual sales value for the position and consultant.
Bookings - Google Calendar Integration - Showing booked time as available
Hello, I have just configured Google Calendar in Booking. It appears to be set-up correctly. However, when I go to the schedule appointment page, it is showing times that I have booked on my Google Calendar as available. Please help! Thank you!
Add an email/notes for multiple Contact or Candidate from Outlook plugin
Today you can add a received email to the Contact/Candidate from whom you received the email. In the same way you can add a sent email to the Contact/Candidate who you sent email to. In some cases it would be interesting to link the emails also to other Contacts/Candidates. Would it be possible to introduce multiple linking of emails from the Outlook plugin? It would be great if an email could be linked to any of the Contacts/Candidates in Recruit.
Sales IQ Chat only showing up on Cart Checkout
I have gone through the set up process integrating with WooCommerce/Wordpress and the Chat shows up and works but only when the customer is checking out not anywhere else on the site. How do we get the chat to show up throughout the site?
API Token
Hi, Our web developer has asked if I can set up API access into Zoho CRM, so he can run GET requests against the contacts. I've found the help document here: https://www.zoho.com/crm/developer/docs/api/get-records.html Which gives me the API Get URL and the header, but I can't figure out how to create the API Authentication token. I've gone to https://api-console.zoho.com.au/ and logged in with a CRM account. I've set up (I believe) the API for access. My API Authentication configuration: - Server-based
Contextual collaboration, with Zoho Projects for Microsoft Teams
We are delighted to announce Zoho Projects for Microsoft Teams. You can introduce context from Zoho Projects and continue collaborating on your tasks from within Teams. There are three ways in which you can leverage this integration and transform the way you work: 1) Task conversations in channels You can use the Zoho Projects messaging extension to start a conversation in your channel about a task that you are tracking in Zoho Projects. To get the details of a task, you don't need to depend on
Multiple Part Numbers
In our industry some parts are identified by multiple unique part numbers. Items are referenced by part numbers only and the part number will be the primary key. For example a part has the following unique part numbers all referencing the same product: Part Number 1: 571889-001 Part Number 2: 484275-001 Part Number 3: 484274-001 I am creating a form “Add Part” and I would like to add all these 3 part numbers referencing the same product with a common
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