Ability to customize tasks from Accounts tab
Good Morning, Is it possible to customize the layout of tasks from Accounts panel when we go to open activities and create a new task? Please advise. Is it possible to
Blank ZOHO CRM Screen
I was using the CRM tabs while it was loading it sent me to a black ZOHO CRM page with nothing else on it. I have logged in and out and have tried everything to get back to the home page. As soon as I login that is all that is coming up this is so frustrating as time is being wasted on this ! I need this fixed as soon as possible and of course the help line phone number is closed ! ANYONE PLEASE HELP
URGENT Incoming Emails Do not appears in Outlook only on webmail access
Dear Support Team: Incoming email to my Zoho Account CAN NOT be found in Outlook Inbox. However i can found them in Inbox if I use the webmail access. I do not expect to use web mail to read or write emails. I want to keep using Outlook. I noticed on the community group these issue is also bothering some other users some days ago, so I expect you can reply with a solution as fast as possible this weekend at most. Please find below useful details. Any other question or details please just let me know.
CRM Field won't work in Wordpress
I have created a Zoho Form that includes a Zoho CRM field. When I embedded the form in my Wordpress site using the instructions provided directly from Zoho, you aren't able to type into the CRM field. This is the ENTIRE reason I wanted to use Zoho Forms. Help please!!!
Help Required Please - image field and unique ID
Is there any way of showing the Unique ID on the form submission? So that it is displayed on the PDF that gets emailed across? Also I am struggling to resize the images that are displayed - is there a way of choosing what size? I want to be able to display say 3 images side by side. Currently I can only manage to place them on top of each other? Thanks,
How to add variable pricing?
I'm trying to set up a formula on an order sheet. What I need is variable pricing, giving discounts when more than one item is purchased. To complicate things they are able to mix and match from 2 categories. I can't figure out how to do that. For example, if they buy 1 item it's $25, 2 items are $40, 3 items are $50.
Motivo 550 5.4.6
Tenemos problemas para enviar correos, a algunas cuentas especificas y al enviar con "CC" (con copia)...... La semana anterior intente solicitar ayuda y el mail de reclamos tampoco funciona. Favor ayuda urgente... otorrealba@traveltours.cl
Update Form Entry by a client
Greetings, I created a form that I share with clients. If CLIENT create an entry, he is able to update it. if I create an entry, client is not able to update it. How should I manage, for my client to be able to update the entry, whoever has created it ? Thanks, Claire
Zoho Webform spam
Is there still no solution for stopping the SPAM form fills in Zoho Webforms besides Captcha?
Extract new/updated time entries for a specific timeframe
Is there a way through reporting or through the API to pull all time entries modified or created during a specific date range across all tickets?
How to build a logical relationship between customers employees and projects?
Hi, How do I define a logical relationship structure of my customers, employees and business projects in ZOHO CRM? Scenario: Conner is a customer of my sales staff Sandra. Conner recently bought a land in a project called PROJECT-X. Observation: The above scenario clearly shows a direct relationship between: (1) a customer and a staff (2) a customer and a project, and (3) a staff and a project PROBLEM: Which fields should I use in ZOHO CRM, such that if i select: 1. a customer, then I should
Mail Outgoing blocked
Your account dcamus@camvic.com has been blocked due to security reasons. Block Type: Mail Outgoing blocked. How can I unblock Thanks
Customer payment return
Hello, We have received a bank transfer from customer for an order. But the order has been cancelled before processing and we have refunded. How do i record that in zoho books.
Unable to receive incoming mails
The out going mails are reaching the receiver and the reply are not reaching me . You can reply this mail as a test and you will find it is getting bounced back. Please help me in resolving this issue, please. Regards, G.Boopalan
Zia Skills Chatbot Conditional Routing
Hi Sales IQ community. A week ago, I wrote about an issue we have with our Zia Skills chat bot, that we managed to program the single answers in the Sales IQ bot but we haven't figured out whether there are conditional answers. Eg. I give 5 answer options using the multiple answers options. If the clients selects one of them, I would like to follow up with the next question. Zoho claims that this can be done, but doesn't provide any sufficient documentation for it. When I asked for help about it,
Specific Customer not Receiving Emails
I'm trying to send e-mails and there is a specific custommer that is not receiving my e-mails. These are examples of users that do not receive any e-mails. marciohdo@algartech.com brunop@algartech.com
Multiple and manual ticket entry on a spreadsheet
We use desk mostly for interactions with our distributors. Sometimes they do tend to not interact with us for each particular helpdesk incident, spare parts requirement etc. They also have their own spare parts stocks and they tend to save up those particular incidents and then order a cumulative stock list of items also including a cumulative service report for each service they've provided. We do analyze the tickets on Zoho Analytics based on each particular helpdesk and spare part communication
compartilhamento zohodoc
somente um usuario precisa ter uma quantidade de espaco maior que o gratuito, feito o plano anual para este usuario. o problema é que os outros usuários não conseguem ter acesso ao zohodoc.
perdi a senha super administrador
Prezados, bom dia! Perdi a senha de administrador, administrador@ecojet.com.br, e não tenho numero celular associado a ele, como redefino a senha?
how to upload a word document i Zoho templates
Hi, I am new in this community but been using Zoho CRM for years. We are a leasing company in Denmark, and using Zoho CRM as part of our dealer administration. We are using Zoho cases as an overview of current contracts and have automated workflows around this. What we want Zoho to assist us with is sending an Zoho document to a dealer based on a status in Zoho cases. Is there anyone in here who have an idea? Best regards Jacob
Trigger action when CRM account is created?
This has to be possible but I don't see a way to do it, I only see how to do it when a CRM contact is created.
How can we include the ticket link in a Cliq message?
When I try to send a message according to this article by typing "/ticket #5322" (The context aware Helpdesk, now in Cliq) then I'm getting a response which says that "only I can see the contents of the posted message". The deskbot is always sending us linkable ticket IDs as seen below. How can we create the same type of linked ticket IDs in a message on Cliq?
Restrict Chat on Mobile Devices
Hi, The majority of our users will be using the chat from within our website. When accessing our site from a smartphone, I noticed the chat button takes up too much space. Is there a way to hide the Chat With Us icon and not allow chats on devices with a small screen such as mobile phones? Tablets would be ok.
Customized view in Books
Is it possible to make a customized view in the sales order view. We would like to add the information about advanced payment and if a packing slip is printed. In this way you can track each order from one view. Also a field for free text would be good. This is as far as I understand it possible in Zoho CRM.
Brief note on our recent releases
Hello everyone, In today's post we will brief you some of our releases. Email authentication Sometimes when businesses choose to send emails from their CRM account using the company domain it is important to authenticate the domain details to increase the trustworthiness of the email origin. Zoho CRM provides three authentication standards to validate your domain: DKIM (DomainKeys Identified Mail) - It is used to ensure that the message has not been altered in transmission. It uses public key encryption
Enhancements in Zoho CRM's Campaigns
Hello everyone, Here's a brief introduction to some of the enhancements in the Campaigns module that were recently rolled-out. Creating Surveys' from CRM Creating Webinars' from CRM Establish parent-child relationship between campaigns Please note that these features are opened for selected customers on an early access basis and will be available for everyone shortly. Kindly share your valuable feedbacks, suggestions, and experiences with us. Creating Surveys' from CRM Integrating Zoho Survey
Create new potential automatically based on existing potential
Hello, I am trying to automate a workflow for creating new potential based on existing potential. Basically, I want to duplicate a potential 30 days before an existing date field is reaching it's date and setup some values on this potential duplicate. What is the easiest way to do it. Thanks in advance.
Event Attendance Management
Hello all, We are in the events business and we need to have an efficient way of keeping track of our different attendees based on their role in a particular event. For example we are looking to see what type of participation contact had at a specific event. Was the contact a speaker ?, Did they sponsor the event ? or did they simply just attend. These roles may change from event to event. We are currently using the Campaigns module to keep track of event attendance but it seems that we cannot
No llegan mis emails o llegan a spam
Buen dia, Persiste el problema del reboté de emails, ya realizamos la verificación de SFP y SKDIM de acuerdo a la respuesta del ticket anterior, pero sigue el mismo problema, no llegan mis emails o llegan al buzón de spam, recibo emails normalmente, pero no puedo enviar, esto sucede hace aproximadamente 2 semanas, a destinatarios como @nexsysla.com @hmmc.com.co @fedef-co.com @sed.international. Por favor agradezco me colaboren con esta situación ya que me esta perjudicando. En espera de su amable
Cannot send or receive emails
After 2019.03.23 we cannot send or receive any emails. But it is possible to send mail to gmail addresses. following is the error message shown, when trying to resend. 4.7.500 Server busy. Please try again later from [136.143.188.53]. (AS77713295) [PU1APC01FT046.eop-APC01.prod.protection.outlook.com] Please fix this issue asap. Thanks!
Warning Message when sending to @outlook.com
Hello, i having issue when sending emails to @outlook.com, @homtail.com. The emails are not received and these message is sent back A solution???
Emails having Fatal Errors "temporarily deferred due to user complaints"
We're seeing a lot of errors like this which ranges from folks using their own email on their domain to yahoo, aol etc. ----- The following addresses had fatal errors ----- [Status: Error, Address: <XXXXXXX@yahoo.com>, ResponseCode 421, 4.7.0 [TSS04] Messages from 135.84.80.194 temporarily deferred due to user complaints - 4.16.55.1; see https://help.yahoo.com/kb/postmaster/SLN3434.html] We are a tax and accounting firm so we are sending out time sensitive emails, can this be fixed? Our users are
Outbound email being rejected to Yahoo
Hello, we became aware today that emails to Yahoo are being rejected. The error response reads the following: xxxxxxx@yahoo.com, ERROR_CODE :553, ERROR_CODE :5.7.2 [TSS09] All messages from 136.143.188.53 will be permanently deferred; Retrying will NOT succeed. See https://help.yahoo.com/kb/postmaster/SLN3436.html In looking at blacklists, this IP does not appear to be listed, but yet all emails to Yahoo.com email accounts are being rejected. Can you folks work with them to get this resolved? Thank
Prevent creation of new account from within deal edit page
Currently, when a user creates a new deal, and lookup the related Account on the create page, if the Account does not exist, it automatically creates a new account. However, this bypasses all the validation rules of creating a new Account. I would like to prevent this "functionality" so that the deal can only be linked to an already existing Account. If the Account does not exist, the user would have to manually first create the Account and then add the deal against it. Please advise how I can
Account backup
Hello! I made some changes to my account and one of them was the deletion from my organization. I wonder if it is possible to perform some backup so that I can recover my organization and emails?
Integration with Wildix - click-to-dial opens Facetime on Mac
Hello everyone, My Zoho Enterprise edition is integrated with our Wildix PBX. I've followed the instructions but when I click call on a number it still tries to open Facetime. I'm using Chrome on a Mac. Is there something else I should be doing to make an outbound call with click-to-dial? Many thanks, Neil
New Features rolled out on Mar 20, 2019
Security Control Options Zoho Analytics provides a set of security options that enable you to control and manage access to your account. This includes setting up IP restriction as well as controlling the various sharing & collaboration options being made available. Allows you to restrict accessing views in your organization account only from the allowed IP ranges. Allows you to restrict sharing of data/views in Zoho Analytics only to users from the trusted domains. Allows you to restrict the generation
Inactive Contacts and Global Search
Hello, we are currently investigating, how to deal with people leaving companies etc. I was quite surprised, taht ZoHo has no option to "deactivate" contacts, so they remain in the system and historical data, but they do not appear in contacts, global search etc, despite looking for inactive contacts.... So my idea was to implement an option set (active & inactive). Filtering in the Views is at "Contact" Module is quite easy, but filtering in Accounts, Global search etc. semms not to be possible...
CRM app ring central
So making calls from zoho CRM app for years now have gone over to ringcentral and tried their iOS app. Looking in CRM app you can choose iPhone, Skype etc for making calls is there an option for the Ringcentral app.
Email already present in another CRM
dfilipoff1@gmail.com User dfilipoff1@gmail.com is already present in another CRM account. Please fix this issue, we have not added this email to any other CRM account
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