Call reminders
Could it be a good idea to have some sort of call reminder feature for both candidate and clients? (without having to set up an event) Eg i called client x today and who asked me to call back in 1 month Could it be possible to log this in the database and then for the database to actually remind you with some sort of alert to call client x back? I know this can e done via setting up an event but it;s a little time consuming.. Let me know your thoughts.
Not allowed to post on facebook? Never had this problem before
Facebook Page: Uh oh! This post couldn't be published. Please try publishing after some time.
Adding Image for itemgroup / items in Inventory from Creator
Hi, I am integrating the zoho inventory with the creator. As it cannot be done directly on the integration tasks, I am using restapi call for adding/retrieving the details from the creator. I have added all the details in the inventory, but there is no option for inserting the image for the itemgroup/item in the api document of the inventory. Can anyone help me to resolve this issue? Thanks
Recover deleted account
Dear Team, We have deleted a username account through control panel. We need to restore that mail account with all earlier emails. Is it possible? . Now I have created a new account with the same email address but how to restore the emails of the previous account to this new account. Any possible way ? Need your assistance pls
Introductory text on estimates and bills
Hello dear Zoho users Is it possible to have an editable introductory text on estimates and bills at the beginning, without fiddling with the html of the document? I'd like to describe the details of my service before the listing of the sales items ... Best regards, Z.
Why does my Chart not export in reporting?
When I am using the reporting tools, my charts do not export. I'd much rather display this information to my sales teams in an easy to read format and prefer the charts over the listed information. Also, can I edit the dollar amounts listed to show commas? It's much easier to understand what is being viewed if someone can quickly see $1,453,298 over 1453298. Thanks, Bobbie
Emails disappeared
Hi, The emails disappeared in director (at) schohariechamber (dot) com. Can they be recovered? Also, this happened multiple times, is there a reason in the log how they disappeared? The missing is from February to July 2019 Thanks,
Domain already exists error
Hello, I am trying to add domain 'buildwell.in' to zoho mail but getting error 'domain already exists'. Kindly help me solve the issue.
Other users cannot see info of other users in Dashboards
Hello, I created some dashboards about our leads in the leads dashboards. Statistics are grouped per lead owner. When my colleague checks the dashboards he sees the charts but only with his own statistics, not of the other users. How is it possible that everybody sees all the statistics in the dashboards? Thanks
Lead conversion dashboards
Hello, I am trying to create following lead dashboards: - Chart: Leads converted per month by owner - Funnel (based on Region-wise conversion standard) of the lead process: columns of lead status and rows of Territories or lead owners. Can someone help me with screen sharing because I am failing. Thanks!
Include option to provide calendly link of candidate in client portal and ability for candidate include calendly link in candidate portal
When resume is submitted, client should be able to just click on candidate availability and then when client books the candidate email should come to recruiter contact and then candidate should get email or atleast the candidate should get a booking Sudheer
Lead creation from existing contacts or accounts
I know that it's not possible to convert a contact back to a lead. What about creating a new lead using existing contact or account details? We would like to create a system in Zoho CRM for following up past clients to see if they require our services again. Currently I am manually creating a new lead for each client, which is time consuming. Is it possible, with a workaround or script or something, to automate creation of new leads from existing contact details?
Workflow & Sales Funnel
Good day, Where can i find training information on how to set up a Workflow, Blueprint or Sales Funnel in ZOHO CRM? Regards Juanita
Importing Options Gone?
Previously when importing data into Leads I was able to select the Lead Source and Lead Owner, however these options have now disappeared? Why have these been removed? It's now very inconvenient when importing files that I have to go into every file and add these columns in.
zoho unattended installer - network connectivity not present
Hi, I have a win10x64 pro machine on which i have zoho desktop, i am logged in to zoho web, and able to start a zoho remote session to other unattended devices and manage them. Can someone please tell why the ZA unattended agent setup (installer) exits with: "Configuring unattended access failed due to the following reason: The network connectivity is not present or not started." I see the agent installed, i can start it, but it does not log in even though i have already added as allowed app to firewall.
external share links
Is it possible to send "external share links" with "edit" function to customers who are no members of the own organisation? In my understanding Zoho Docs can do this but Zoho WorkDrive not, at least as of now. If not, will it be possible and if yes, when about? Thanks for your help Philipp
Copying fields
I would like to create a custom function that takes the Phone, Mobile & Email field from a contact associated with an account whose Role is Manager (or any contact if there is only one for the account - not sure how to do that aprt) and copy that across to the Phone, Mobile and Email field for the account. How can I accomplish this? I have tried the below script, but I can see no way to find an AccountID field under Contacts that would tell me what AccountID I need to update. So I tried it with the
Issues with zoho.email-view.com
None of our links in email templates CRM are functional anymore - getting this error: Firefox can’t establish a connection to the server at zoho.email-view.com. Whenever a new link is created in Template editor, the link is replace by a link to zoho.email-view.com. In preview the links work, so we know that our link is created correctly This is a huge problem, as all of our templates are now no longer functional! Thanks for looking into this asap. _Charles_
Early alert for duplicate email
When creating a contact record, it seems as though you will not get alerted to a duplicate email address until you click the "Save" button. However, this can be very frustrating when you are entering many contacts at once since you may go through all the data entry, just to be told that its a duplicate. Is there a way to alert a User that the email is a duplicate before they get to the end of the data entry process?
Issues with notification emails going as Spam email
Hi Team, Issues with notification emails going as Spam email please resolve my issue on urgent basis. Thanks, Shamsher Kushwaha
Problem with account activation
Hi, I have a problem with activation of an account of my CRM. When the user receives the mail for the activation and open the link to the moment of enter the password and click on "Create account", throw this message: "We can not process your request now. Try again later or contact support@zohoaccounts.com" I've already tried removing and re-creating the account, but it's still throwing me the same message. Can you help me, please?
Email error
When we send bulk email and then send a single email we always get an error message. ZR said its the back end algorithm thinking we sending spam. But this is not the case. Has anyone else experience this? Please see the attached screenshot
Confused with Pricing/ plans & Fetaures - Help !
Hi, I need to create a portal with 500 users logging in from customer portal there will be only 1 user ((developer - me) I have gone through the old pricing and new pricing . The old pricing - https://www.zoho.com/creator/help/zoho-creator-old-pricing.html Professional Express allows Unlimited Users BUT does not allow cistomer portal as an addon - is this correct? The New pricing - https://www.zoho.com/creator/pricing.html is even more confusing cause its limited users. If someone signs up through
Invalid value passed for Email
I'm trying to update an existing Customer email address. When I enter Customer>Customer Email and change the email address, I get the following error message: Please check the following Invalid value passed for Email. How do I update an existing customer email address.
Domain Mapping Issue
I have a serious issue from Zoho Support. I somehow go the domain mapping incorrectly and now I can not log-in my account. How to I undo the problem? I get this message. 404 Not Found The server can not find the requested page: www.support.amtechsystems.com.pk/support/amtechsyshelp/ShowHomePage.do (port 443) Please forward this error screen to www.support.amtechsystems.com.pk's Please help?
Adding Participants to an Event
Is it possible to add a participant to an event without sending them an e-mail invite?
stat=Deferred: Connection reset by smtp.zoho.com. Error
Hi, Linux centos 7 server fails to out emails. I use the below command to send out emails. echo "hi" | mail -s mohtashim@digiklug.com My /var/logs/maillog shows the following corresponding error msg Sep 12 19:23:57 Development_Digiklug sendmail[9280]: v8CJL5mo009278: to=<mohtashim@digiklug.com>, ctladdr=<root@dev.digiklug.com> (0/0), delay=00:02:52, xdelay=00:02:52, mailer=relay, pri=120448, relay=smtp.zoho.com. [8.40.222.118], dsn=4.0.0, stat=Deferred: Connection reset by smtp.zoho.com. My SMTP
New Features rolled out on Aug 2, 2019
Emailing Reports - Recipients Limit Extended Number of recipients for emailing reports & dashboards has been raised from 5 to 25. You can now specify upto 25 recipient mail ids when you mail reports. You can also add Groups as recipients and no longer need to enter all email addresses every time. Learn More... Selecting multiple views made easy Shift + Click short cut key can now be used to easily select a contiguous list of views easily in the Explorer.
Community Digest - July 2019
Product announcements: Announcing CRM Functions' migration from v1 to v2 Find all related emails to a record in the CRM mobile App Focus Group webinars Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here. Useful discussions Check out Kevin Flyn's function to automatically close off a task
How can I show data from Zoho Forms in a custom app created in Zoho Creator?
I want to show the information from a register formulary in a zoho creator app, is this possible?
I create a form with ZOHOform and collect data.
I create a form with ZOHOform and collect data.
So we set up to update data from form to CRM on the way.
Does this setting synchronize the data accumulated in the form so far? Or will the data be entered into CRM only after the update setting?
ZML or HTML Deluge Snippet
hi i am just working on a Dashboard Page. i have a simple question: When is it better to use ZML and when HTML Deluge snippets? thank you L
Will Customer Portal do this?
Hello, We have a creator 5 application, a register of people, each record is one person. We would like: - individual access for each person to their record with a name/password - the person must login with password and then only see his record. Some fields read/write, all other fields read only. So here are my questions, I have numbered them. 1. Will the Customer Portal addon bring in this functionality? Or would this need to be customized? 2. And if 1 is yes, will it work for existing records.
Sell your event tickets online with Zoho Backstage
Dear Backstage users, We're always looking for ways to improve Zoho Backstage and provide you with the best features to help you organize your events. Recently, we took on the task of helping you facilitate your event registrations more seamlessly. We're excited to introduce our very own ticketing system that's designed to enhance and further automate your user experience. Here's how you can manage the entire event registration process without a hitch: Configure a payment mode With Zoho Backstage,
IS ZOHO CRM IS GOOD FOR AIR CHARTER BUSINESS
REQUEST YOU TO PLEASE LET US KNOW HOW CAN I USE ZOHO CRM FOR AIR CHARTER BUSINESS. BELOW ARE MY REQUIREMENT. 1. CUSTOMER DATA STORAGE 2. PROFESSIONAL LOOKING QUOTES WITH PICTURES 3. FOLLOW UP SCHEDULE 4. BROADCASTING MAIL 5. FOLLOWUP MAIL
Problema con correos extra de mi dominio
Estimados, Les escribo porque tengo un problema con mi dominio baggagist.com El tema es que tengo creadas 10 cuentas dentro de mi dominio de bluehosting y contraté 4 cuentas con ustedes, debido a que las reviso constantemente. Mi problema es que las otras 6 cuentas (que no están inscritas en zoho) no pueden recibir mails, necesito tener esas cuentas activas, sólo que no desde zoho. Me pueden ayudar por favor? Saludos. Andrés.
CAMBIO DE IDIOMA
Hola, en mi correo, veo casi todo en español. Pero las subcarpetas, y mensajes para ayuda etc, salen en Inglés. Puede alguien decirme cómo poner todos los comandos, carpetas y subcarpetas en español?
Using Creator as a Proposal Presentation Tool
Currently running a trial of ZOHO creator to evaluate if it is capable of performing the tasks I would like it to. Wondering if the community can help. Background: We are a construction company that currently uses ZOHO crm. We generate designs for a customer in a CAD style program, which can export these designs as images (jpg). We then use either a 3rd party program to generate a financial proposal, or an excel worksheet and upload that information to our sales reps in ZOHO CRM as a PDF attachment.
Add interview via Calendly and Zapier
Hello, I have created a Zap so when a candidate book a time slot in my calendar with Calendly, Zapier creates automatically an interview into Zoho Recruit. It works well but to create the interview, it takes into consideration the name (first and last name) of the candidate to find it back into Zoho Recruit. And as I have candidates with the same names into Recruit, it happens that the interviewed created is not with the right candidate. To create the interview, it should be linked with the email
Update Lead field when email is sent/received
Hello, I am new to Zoho. I run a lot of reports based on the last time a lead was emailed. I am trying to create a date field on the lead that is automatically updated with the date an email is sent or received. Is this possible? And if so, how would I go about this?
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