2 paid accounts 1 inbox
I have been a customer now for a while. I own 2 paid accounts that go to 1 inbox. Lately, one of my accounts stopped receiving emails. The only way I can retrieve my emails is to sign out of one account and login to the other one. This defeats the purpose of having one inbox. Has anything changed lately? Everything worked fine until a couple of days ago.
getting a sales signal in Zoho CRM when a visitor is on my website
How do I get a sales signal in Zoho CRM when a visitor is on my website
Email accounts switcher layout BUG
Hi There´s a bug in my email accont switcher See here https://tinyurl.com/r9vr2ak How to fix it? Windows 10 Google Chrome updated
Automated email via CRM or Campaigns.
We've been testing sending emails from between CRM & Campaigns, following all their relevant instructions. CRM is far superior in automaton, delivery and engagement for our business. Both can be improved. Any hot tips outside of the manuals to help?
Would this work in Zoho Creator?
Hello, Would this be able to be made in Zoho Creator? A Sales tool where the everything is pre-defined for the sales person. The open up the app, select which products they want to add and based on certain criteria like if 3 phones are selected then automatically add a 3 phone card. At the end work out out a price based on pre-defined prices etc..? Then when the everything has been selected this gets pulled through into a document and automatically creates a quote with this information. Just want
Tip #11 : Calculate sales commission in Zoho Creator using Webhook
Hello everyone, We've been sharing a tip every week to share specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about the way to customize your checkout page for your billing needs. This week we will be looking at how you can calculate sales commissions in Zoho Creator using Webhooks. Business Scenario: Majority of subscription businesses will have a dedicated sales team that works with the customers to find their needs, create solutions
Best method to search for a customer using CRM - Creator integration
Hi, I'm working on an app that makes use of the Creator/CRM integration. Since you can only access one field at a time using the Integration field type, I'm trying to find the best way to do a customer search. For example, if I choose Last Name as the Integration field, then you could have a dozen customers with the same last name and no way to see which is the one you are looking for. Any advice? Thanks, David
Looking for a simple free/busy calendar to email to my clients
Hi, I subscribe to Zoho One so have access to lots of wonderful apps but I'm struggling to find a simple public free/busy calendar. I book days not small slots and I'm fed up with having to type out lots of available dates all the time so it would be nice to have a link to let my clients know when I'm free or busy.... nothing else. I don't need booking systems & I don't need my clients to know where I am or what I'm doing.... just if I'm free. I've looked at Zoho Calendar and Zoho CRM but neither
Unable to show video in webinar
In my past two webinars, when I attempt to turn on my web camera, it turns on for about 2 seconds and then toggles back to off. I've tried this in both MS Edge and Chrome. Before my second webinar, I started with a freshly booted computer. The co-organizers on the webinar did not experience the same problem. I am able to otherwise use my web camera for meetings in Zoom and MS Teams. Any suggestions on troubleshooting steps? Thanks, Scott
How to set lead tags depending on email link click
Hi, I want to accomplish the following: * Leads receive a campaign/journey email * This email contains 3 links with different URLS * Depending on the link click a tag is added to the lead (link 1 -> tag 1 / link 2 -> tag 2 ...) Any idea on how to do this with MarketingHub? Best, Peter
Add what is the actual limit for the parameter "limit"
Hi, It woulb be interesting if your documentation could be more detailed. Ex.: For "List all Contacts", for the parameter "limit", it's a maximum of 99 contacts. https://desk.zoho.com/DeskAPIDocument#Contacts#Contacts_Listallcontacts
Email accounts switcher layout BUG
Hi There´s a bug in my email accont switcher See here https://tinyurl.com/r9vr2ak How to fix it? Windows 10 Google Chrome See here video with another BUG.. https://www.awesomescreenshot.com/video/7584?key=6a82c0f5012633a881c28a1501093632
Email accounts switcher layout BUG
Hi There´s a bug in my email accont switcher See here https://tinyurl.com/r9vr2ak How to fix it? Windows 10 Google Chrome See here video with another BUG.. https://www.awesomescreenshot.com/video/7584?key=6a82c0f5012633a881c28a1501093632
Generating a report for each activity with a payment plan.
Our company would like to track each user's activities and have a report generated calculating the total amount owed for each task to the user. Meaning, we want to setup a bonus system that is calculated on each task the user has completed. For example, they called a lead, converted a lead to contacts, completed a stage in the deals, etc. All of these activities will have a certain payment plan, and should be presented in the end report. Is there a way to get this done in CRM Zoho? Thank you
The Zoho People newsletter is out!
The Zoho People newsletter for the month-April is here. Check out the newsletter of the month now!
Zoom Webinar
Zoom Webinar have lot of issues. Audio and Visual does not work. Tried many times but it is a failure.
insert data into two forms from stateless form- script doesn't work
I initially created this script for a stateless form to generate a unique accession number based on the current year and then insert the data into a normal form (Master_Nursery_Database). The first two portions of the code work fine. This script executes on submit. Recently I wanted to also record the data in a second normal form (Master_Database), but when I add another 'insert into' script it doesn't work. What do I need to add to get it to input data into the second form? I've included the whole
Not able to receive emails
I created a email adress today and verifyed succesfully to my domain www.mothersqueen.com I am able to send emails from my new email info@mothersqueen.com BUT I can't receive any ones emails at all. When i try to send a email to info@mothersqueen.com i get the message the server is configured wrong with the errorcode; 553 Relaying disallowed Can someone help me?
How to insert Greek symbols like mu, sigma in Zoho sheets?
I need to insert Greek mathematical symbols like mu, sigma in the Zoho sheets. Is there any way to do this. If so how to do that? Maybe like this in excel.
Webinar: What HR should be doing during this pandemic
These are testing times for organizations, especially for Human Resources. From the reallocation of resources to finding new ways to manage a remote workforce, there are so many things that HR should be focusing on right now. Now is when expert advice can help. Join us for a free webinar and hear it from one of the leading industry experts, Nick Holley, on what HR should be doing during this pandemic. This will be a partially interactive session where Nick will answer your questions once every 10
Multiple sites, tracking and bots
I have lots of small websites, currently being tracked using Google Analytics. 1. If I use the SalesIQ code, how does it split up the sites? Do I get a dropdown selector to choose the sites data or is it all lumped in together? 2. Can I have different bots with a different set of pre-programmed replies on each site? e.g. a site about real estate has replies about real estate, a site about food has replies about food. 3. Can you have the bots only showing on certain pages, while the whole site is
With Great Brand Culture Comes Great Employee Advocacy
During a visit to the NASA space centre in 1962, U.S. President John F. Kennedy noticed a janitor carrying a broom. He interrupted his tour, walked over to the man and said, “Hi, I’m Jack Kennedy. What are you doing?” “Well, Mr. President,” the janitor responded, “I’m helping put a man on the moon.” To most people, this janitor was just cleaning the building. But in the more mythic, larger story unfolding around him, he was helping to make history. That a janitor is so well-aligned with the mission
What????
We can now add up to 25 pics in the long description for any product group (without hacking them in)? That's awesome!
SalesInbox - Word of the Day #12
SalesInbox is a mailbox inside your CRM that reflects your sales pipeline and your emails organized according to sales priorities, so that you stay on top of deals that matter the most. Connect Zoho CRM with your email client, and SalesInbox would create a 4-column layout - 1. Deals; 2. Contacts/Leads; 3. Not in CRM; and 4. Colleagues - and allocate incoming emails to one of the four columns. Read a knowledge-base article to learn more about SalesInbox and how to work with it. Here's a quick video:
Unable to connect PhoneBridge app to Grandstream UCM (asterisk)
I've followed the steps as instructed by grandstream's guide: http://www.grandstream.com/sites/default/files/Resources/ZOHO_CRM_Integration_Guide.pdf This works OK for inbound calls. So far we've confirmed it's making new contacts in ZCRM for inbound calls, but it isn't using the CallID, just the phone number. It's clunky, but we can live with it for now. What I can't get working is the OUTBOUND using the phonebridge app. I've set it up on a testing VM (my W10 workstation w/ linux subsystem enabled).
Let the Zobot dynamically display slots and fix appointments using Zoho Calendar!
Calendars are a huge element in any business - be it small scale or big scale, an industry has requests and appointments coming in all around the year. If you own a business, you will know that a substantial amount of time gets wasted in scheduling. Staff get tied up manually with something as simple as setting up an appointment when they could be doing something more valuable. Imagine if a bot could handle all the mundane stuff so that your staff is free to do more significant work? We have come
More Actions for Zoho Subscriptions
Hi Zoho, Will there be plans to add an action of "update record" within the Zoho Subscription application? I would like to have the option to update customer information within zoho subscriptions using zoho flow.
Zoho Recruit does not allow associating a Job Opening to a Candidate
Hello, This is the fourth time I've submitted this ticket. I received no confirmation that my others were received and I've received no response, so I don't know if they were actually submitted. I used this page: https://support.zoho.com/portal/home/newticket And the Help->Contact Support option in Zoho Recruit. We just started using Zoho Recruit (we already had a Zoho CRM account). We are unable to associate Job Openings to a Candidate in the Candidates screen. When we click the associate button
notes
when adding notes on zoho recruits- the space is very limited- there should the ability to expend that section - right now the default is set to a very minimal space. it should be that i can set it to be a large space for all notes on a candidate
photos
Can photos /galleries be added to profiles more than the 5 allotted?
How to refund to "Owed to Owner" account?
Ok this is a little hard to follow but bear with me. I purchased something on my personal credit card for my business (supplies for a specific client), and I recorded it as an Expense: Cost of Goods Sold, paid through the Liability account: "Owed to Owner". (I pay this off once a month). I later returned some of these supplies, but now I can't figure out how to record the return. It should be a refund against the Expense, debiting the Owed to Owner liability account. I think. I tried to use various
Brands? What is it
I am trying to figure out what brands are supposed to mean inside of zoho commerce. I understand it elsewhere, but what does it mean here? Inside the same site you could sell two different brands?
Format Phone Numbers
Hello, Is it possible to setup a rule of some sort to cleanse/format phone numbers to be in the same format? Our CRM uses Phone as the primary key. But leads imported from Facebook generally come imported with a "+1" prefix. I'd like to find a way to automatically delete the +1 on all incoming leads.
Calendar Export
Hi, Is it possible to transfer won deals into a calendar of some description with 'date in' and 'date out' fields marking the position on the calendar? I would like a visual representation of when my closed won deals are booked in for.
Getting Zoho Sign fields for CRM
Using Zoho Sign with a custom module, so can't use the extension. Use a webhook and Flow to send the sign doc with the default value of the fields set. When a document is signed, I want to check the completed fields in the signed document against the CRM fields. Seems relatively straight forward.... apart from my deluge skills just aren't quite good enough. I can get the data using zoho.sign.getDocumentByID. I can see the data I want, but I don't seem to have the skills yet to extract the field
Right nowzoho not support Asterisk/Avaya/Elastix anyone have solution?
HI, We have just talk to phonebridge department and agent said right now zoho not support Asterisk/Avaya/Elastix. We have use asterisk any one have solution to integration or guide how to? We need popup incoming and outgoing looklike zoho api can only log and click2call.
Share option - Submit to client
The share option tab, when you submit to client. "In Spite of the portal notification, I want the client to be notified via email, that a candidate has been submitted or similar. Clients do not have their portal open 24/7, but if they receive an email they will be notified to check client portal
Attachment picklist for type?
Hello! Part of my sales process involves a number of specific documents that need to be uploaded and reviewed. Attachments are no problem but is there a way to have the user require a picklist selection that I can populate with the type of document? For example, application form, proof of address, etc? Thanks!
Infographic - Design practices for high-converting lead generation forms
Mail sending blocked by ProofPoint
I tried to send mail this morning and got the following response: 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. Mark_Gooch@lcca.com Invalid Address, ERROR_CODE :550, ERROR_CODE :5.7.0 Blocked - see https://support.proofpoint.com/dnsbl-lookup.cgi?ip=72.5.230.100 I clicked on the link to ProofPoint and got the following: This IP Address is currently being blocked: 72.5.230.100
Next Page