How to send/schedule recurring, individulaized email to contacts in CRM?
Is there a way to create a separate email for a contact and schedule a recurring send? I would liken this to creating a reminder within the Activities module with the exception of sending it to the contact verses myself or a user. I'm aware that emails can be scheduled this way in Zoho Mail but what's the point if the same functionality is not in the CRM? Please advise, Steve
Category / Subcategory dependency
Hi, I've already checked the KB for the same problem, that is to say create a dependency at the ticket level between Category and Sub-Category, unfortunately in my case the solution doesn't work... When I try to create the dependency, I can select "Category" as a parent field (on the same list Sub-Category also appears) but when I search for Sub-Category as a child field it is not listed (please have a look to the attached picture). Both are pick lists, so I should be able to see Sub-Category under
Calendar view for tasks?
Possible to show a calendar view for tasks in the mobile app? its currently only possible to filter tasks based on TODAY and TOMORROW. I'd like to see what tasks I have 3 days from now, 4 days from now, etc - separated by day. ideally with the calendar DATE as the header.
Please add issues/bugs to calendar sync
Issues/bugs show up on Zoho Project calendar, but do not sync to either Zoho calendar or Google calendar. It's a little frustrating because every time I try to come up with a workaround for the fact that Zoho has not yet integrated CRM and Projects calendars (not to mention tasks) across applications, so we can have one integrated view, something stops me :-). We just want an integrated calendar view so employees are not monitoring multiple calendars. Real time project calendar sync is also a must
Round Robin Assignment Rule: Not Triggering Notification Email Workflows?
We've got a round robin assignment rule that assigns new leads to alternating sales staff. This works well, however, it never triggers any of my notifications. The following notifications are triggering properly if the action is done manually, but are not triggered if the action is part of the round robin: Lead Assignment Workflow: When a lead is created, the owner is notified Lead Owner Update Workflow: When a lead's owner is changed, the new owner is notified New Lead Task Workflow: When a new
Project-based task statuses?
Hello! If I add individual task statuses, they will appear in ALL projects. Can you define custom task statuses for each project (or even for each task list)? Thanks, Mary
How do I associate a lead I manually enter with a current campaign?
I created a campaign and I did not upload leads to that campaign as I want to add the leads as I go. But how do I associate a lead with a current Campaign manually? I want to track the results I get from a particular campaign. Thank you, Deb
Feedback/Review Custom Module
Hi there, has anyone ever created a custom module to house product feedback/review linked to a Potential (or other module like Vendor etc..)? I'm collecting product feedback via a 3rd party but looking to bring this within the CRM so to provide a full view on the record page... Much appreciated. Cheers, Julien
Ask the Experts #1: A 5-hour live forums discussion on Filters in Zoho Mail
We are happy to launch a live 'Ask the Experts' community series focussing on a new topic every month. The monthly topics will focus on the features that are used/ asked by majority of users and also based on the topics frequently discussed with the customer support teams. We are kickstarting the 'Ask the Experts' event on 21st November, 2017 between 8:30 - 1:30 P.M (EST), with the topic: All about Rules and Actions in Zoho Mail Filters Filters in Zoho Mail is a largely discussed topic, and we
Zapier Connection To Zoho Books
Hello, I'm not sure who I contacted at Zoho about 6-12 months ago regarding the Zapier To Zoho Books integration. Someone there at Zoho sent me a link to set-up an alternative version of the Zaps that currently exist on Zapier for Zoho Books. This alternative
How to see all customers not called in 6 monts
I would like to see a report that will show me all the customers I have not contacted in the last six months. Usually when I contact them I create a completed call activity. Now I just want to be able to find all the customers that have not been called in the last six months.
Outgoing emails - Operation permitted for paid user(s) only.
We recently set up Zoho to try it out, and today we sent an email to all of our customers to advise them of our new email address. unfortunately we didn't realise there was a recipient limit on the outgoing email server, so outgoing has been blocked for one user, and when admin logs in and tries to unblock it we get the error Operation permitted for paid user(s) only. What do we need to do to rectify this ?
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good product
Great IT gurus of Zoho - How do I *permanently* block senders via 1 click?
Great IT gurus of Zoho (because one needs to be...) - How do I *permanently* block senders via 1 click to cut the volume of crap falling into my (Inbox-)spam folder? Spam gets monitored there. Wherewithal, is there a way to heighten the default spam-guard settings to an almighty nuclear MAX level to thereby service a traditionally used Inbox? I mean, instantly placing obvious spam in a traditionally used Spam folder? Is there... ? Or do we have to get all physical and hands on with our mail and
smtp connection refused
Hello, I am trying to send a test email using codeigniter/Zoho SMTP. But whenever I am trying to send an email, it is giving me error. Message: fsockopen(): unable to connect to ssl://smtp.zoho.com:465 (Connection refused) My code is as follows $this->load->library('email'); $config = array(); $config['protocol'] = 'smtp'; $config['smtp_host'] = 'smtp.zoho.com'; $config['smtp_user'] = '<my_email>'; $config['smtp_pass'] = '<my_password>'; $config['smtp_port'] = '465'; $config['smtp_crypto'] = 'ssl';
Operation denied for this user, as it exceeds allowed number of times per day
Hi Operation denied for this user, as it exceeds allowed number of times per day. Please contact support@zohomail.com Account: sinistro@toplinerp.com.br Im just trying backup my old emails to another simple email account to clean my zoho account and got the zoho account blocked a lot of times.
Problem with sending mails
"Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked." What should i do with this?
Mail Account as IMAP
Are we able to add mail accounts using IMAP? I can only find an option for POP3. Thanks,
All Emails Deleted and User ID as email shows up when sending to other people
I tried to convert my email back from business email not realizing that it would mean the loss of the domain name after the @. As so all of my mail got deleted and whenever I send mail it shows up as <bunchofnumbers>_<userId>@zoho.com How can I fix this?
Invoke a function with multiple arguments
void SKU.generar_stock_Sku(Compras_de_Skus cn) { sr = SKU [Secuencia_Secundaria = cn.SKU_Secundario]; st = Stock1 [Origen == cn.ID.toString()]; x_x = Stock1[Status is not "vendido" && Numero_de_Serie == cn.SKU_Secundario].count( ); sr.Piezas_compradas_historicamente=x_x; } I have a function with an argument (void SKU.generar_stock_Sku(Compras_de_Skus cn)) This function (it is only part of it actually), generates registration within the "Stock1" form. -Now I want to be able to update
impossible enable imap
i've juste created a free personal email account on zoho when i go to settings, i enable imap, it says "your changed updated successfully". then i go back to mail view, then i go back to settings and the imap is disabled. so i don't manage to keep it enabled, and my mac mail client doesn't manage to connect. please help. thnaks.
Cannot connect outlook on smtp or imap
Hello, I'm getting issues on connect to pop or imap with outlook or iphone email setup from my location. It's not connected.. I did configured as per website advised port numbers and there is no luck. smtp = smtp.zoho.com , port 465 SSL. pop= pop.zoho.com , port 995 ssl Can you help me please? i´m experience this issue on my email hosting accounts at zoho from my location. i have a email velu@quotatechnical.com hosted with zoho free email hosting. Current Location: UAE, Dubai Current Internet provider:
Zoho Mail Free
Hi, I have registered a free mail service for my new domain and am not able to enable features like POP, ActiveSync and IMAP... I own one more Free mail account with Zoho which I have created almost 7 months before in that I have all the features enabled. could you please let me know is Zoho mail team have withdrawn the features in the free mail account? I have attached both the screenshot for your reference... reds, Saravanan
Emails deleted or missing?
Hi, It appears that most of the mail in my inbox has disappeared? I have only mail from the start of the year available. The trash folder only has mail that I have deleted myself. Can anybody tell me where it has gone?
under attack
Hi, Our email info@bit-changer.net is now under attack, we receive a large number of letters. Please check and help us fix this issue. Thanks
Problem with Email
Good Afternoon, I have a problem when i can't send e-mails, because present the following error: INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.1 Service unavailable, Client host [135.84.80.196] blocked using Customer Block list (AS16012607) [SN1NAM02FT047.eop-nam02.prod.protection.outlook.com] Please help me soon. Thank you. bye
Status that halts the clock
I've heard rumblings about a new status that is somewhere between Open and Closed that halts the clocks. I would use this for several situations where ticket responsibility leaves the support our support department so we want to stop the resolution time clocks but we want to keep the ticket open to inform the customer when the work has been completed. A) Is my understanding accurate about how this would work? B) If so, Do we have a projected release date for this? Thanks!
Issues with attaching documents
Documents not attaching to emails
zoho calender
I have 2 questions here : 1.can we sync the calendar activities from zoho crm to zoho project and vice versa 2.Can we automate in Zoho project such that an event coming from crm calender comes up as task
Member roles
Hello. I may be missing this, but is there a method to change the name of the user roles in Project? ephcca
User Role
Is there a way that you can customize user roles to include titles that are specific to a respective company?
User Security/Access Levels
Hello, Is there a way to set user permissions/security levels in a more detailed way than just "manager" "contractor" "client" etc? If not, is there a plan to do so? Thank you Buck
Projects User Roles?
Where can I find the definitions of what a user can and can not do for each role? (Admin, Manager, Employee, Contractor)
User Roles / Permissions Problem
A user of the 'employee' category can change the owner of a milestone to himself, and then delete the milestone. This seems to be an oversight, as the 'employee' user shouldn't have privileges to do so. Can this be changed? test_user_info
Changing User Permissions
Hi, I was looking through Zoho Projects and I was attempting to change the permissions as per this link: https://www.zoho.com/projects/project-access-privileges.html Unfortunately (I am the overall owner) I cannot change the settings to match what I am seeing in this link. Could someone advise where I would be able to do that?? Currently with the 4 available fields (Admin, Employee, Contractor & Manager) we aren't able to quite handle our requirements the way we should. Thanks so much for your
Unable to share Calendar View with Client Users
The "Client" User Type seems useful, since it is a safe overall way to share Project information selectively. The Calendar View, however, is one of the most clear summaries of overall status that we like to share with our Clients. Unfortunately, Client Users appear to get NO access to the Calendar tab view. ... Correct? Feature request, please...? Thank-you, ...Terry. PS: In general, the ability to edit the exact permissions of every role (and create more roles) is really missing and needed.
Zoho PageSense Community Meetup in Mumbai and Delhi
Hello marketers, Join the Zoho PageSense team in its latest round of community meetups in India. Learn insiders' tricks on increasing website conversions, network with other marketing leads, and get an exclusive tête-à-tête with the members of our team.
What's New this May 2018 in Zoho Subscriptions?
Hello Everyone, May is here, and we are back with a stack of new features that we've rolled out this month! So saddle up and read on to know more about the updates! Introducing Metered Billing Have you ever added extra charges to a subscription in case of excess usage of a service by your customer? Now, you can invoice your customers based on their usage by adding the additional charges to their existing subscription. Also, you can automate this using APIs or add the charges manually. Learn more.
Need to email estimates from Books to whoever I want, not just contact persons
We have Zoho CRM and Zoho Books integrated and like many here, we have many situations in which we are dealing with the same contact for 10 different companies. Except as you know, Zoho does not support having the same contact associated with 10 companies
My zbcode
Something went wrong when I added the zbcode for my site, mygadgetmarket.com into GoDaddy. I need to update it into GoDaddy but I cannot find it. How can I get it? Thanks for your help! The error I was getting is that my DNS Record not found.
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