Zoho CRM Mobile App Falls Short when it comes to VOIP Integration
I use the CRM all throughout my day and it is mostly through my Ipad Pro, but I use the Jive Integration feature to make and log all of my calls and this is only available on the desktop web browser. This would not be an issue except for the fact that the only available options to place calls through the app is either the mobile device or Skype. If the jive integration is already set up on the desktop version, why isn't it available through the mobile version as well. Or even make zoho crm accessible
MS Word Documents, zoho Writer has far too many bugs
MS Word Documents, zoho Writer has far too many bugs I would LOVE to cut the cord with Microsoft. I work for a large company (44K employees). I uploaded one of my more simple reports - word doc with styles, tables of contents/figures/photos; embedded photos. Tables. Half of my 2.2MB document was dropped without warning. table listing references to photos (a new type I added instead of "figure") - missing. Photos with annotations displayed with annotation graphics/text all on the bottom of the photo,
I cant receive emails in my zoho mail but i receive in roundcube
I cant receive the emails in my
Differrence between regular fields and subform fields
Hello, i use simple condition for checking some of fields in my form (located on edit > on validate). I find out, that my script works only for first row of subform. if(Subform_name.Field_in_subform == null && input.Check == true) { alert "field in subform is not filled"; cancel submit; } How should it look like to make it work for all rows of subform ? Maybe its newbie question, if so, sorry for that.
On-line gateway partial payments
Hi - where do I find the following option when creating an invoice? Is there setting I need to activate? From the user guide: Make sure "Allow customer to make partial payments for this invoice" option is selected for that particular invoice on the invoice creation page. Only then it’s possible to receive partial payments for that invoice via online."
Additional Storage Pricing Issue
I discovered a pricing discrepancy in Zoho Recruit's additional storage add-on pricing. This happened after we reached our limit of included storage. Their advertised pricing under their online admin and user guides clearly stated 5 additional gigabytes for $4 USD per month (screenshot attached). However, when I tried to purchase this additional space, the pricing was coming up as 1 additional gigabyte for $3 USD per month. When I called support and showed them the pricing, they immediately said
Started Getting "Sent Using Zoho Invoice" from Last 2 Days
I am paid subscriber and Started Getting "Sent Using Zoho Invoice" from Last 2 Days. Please fix it.
Say hello to Austin Zoholics Community here!
Hello everyone! We are excited to be hosting our flagship user conference Zoholics- Sales & Marketing, in Austin, Texas this year. It is great to see that several of you have already registered for this event. While we wait for the big day, here's an opportunity to say hi to your peers attending the conference and get to know them! Go on, meet and greet your fellow Zoho users, partners, and Zoho experts! If you are yet to make up your mind about attending, here are a few reasons why you must attend
How to add fields (or custom fields) to upload images to Zoho CRM
Hello, I am testing Zoho CRM to see how it fits our business processes and one essencial step is to gather documents images in companies and deals modules. I could find ways to design blueprint and automate the sales pipeline process but I couldn't figure ut how to allow users to upload the images during the required deal stages. Is it possible? Regards
I want to approve any customer account changes
Hello, If a customer requests an address (billing / postal) I would like to implement a new workflow process. Customer Address Change Workflow * Receive updated customer address from customer * We receive updated utility bill / certificate to confirm (new address validation) * Someone then approves the changes, which then get applied. * Creates a task to then update various other systems. If this feasible? Thanks
SalesInbox - Error sending Emails
Hello, I am not able to send mails from my SalesInbox anymore. On Thursday it still worked and on Friday I started having problems since then. That is the message I get: Leider können wir Ihre Anfrage nicht bearbeiten. Bitte versuchen Sie es später noch einmal. Wenn Sie Unterstützung benötigen, wenden Sie sich bitte unter support@zohocrm.com an uns. Please help! I need to send mails! Thanks! eT
Mail not Delivered to few Recipient Address
Few of my recipient are not able to receive my mail(2 out of 10mails are not delivered to them). Not able to find their names in audit log(in spite of adding them in CC)
How do i delete an email user account?
I have unused email accounts and want ot clean it up - it's driving me nuts!
SSL certificate not working
Hi, our SSL certificate is not working, and when we open our website, it shows privacy error. Can you be kind enough to rectify this issue, or provide any solutions. Many Thanks PS
Unknown function: Find
Hi There, Here is the code: Const WHAT_TO_FIND As String = "Supplier" Dim ws As Excel.Worksheet Dim FoundCell As Excel.Range Set ws = ActiveSheet Set FoundCell = ws.Range("J:J").Find(what:=WHAT_TO_FIND, lookat:=xlWhole) If Not FoundCell Is Nothing Then MsgBox (WHAT_TO_FIND & " found in row: " & FoundCell.Row) Else MsgBox (WHAT_TO_FIND & " not found") End If Here is the Error Msg: Unknown function: Find Why? And please don't tell me that the Find
Tip of the Week - Dial/Bullet Charts
Monthly revenue, daily traffic to website, number of support tickets resolved, downloads or sign ups got, we all have targets. Dial and Bullet charts are the best when it comes to seeing how close to the target you really are. Zoho Reports supports Dial and Bullet Charts as part of KPI widgets in dashboards. These charts are highly customizable. You can set either a constant value or a dynamic value (based on your column) as the target. You can also customize the look and feel of the chart as needed.
Outgoing (and maybe incoming) email delays
Zoho - Are your servers experiencing delays currently on processing email? I am noticing that my sent mail are taking 5-20 mins to propagate on my dashboard. I am also noticing a delay in email receipts (although not as drastic as my outgoing delays). Please advise. And for what it is worth, I personally think Zoho experiences way too many intermittent issues with email delivery and server issues. In the end, the issues typically correct themselves and no data is lost, but this should not happen
Not sending/receiving emails
I can't receive or send emails from my paid zoho account. Is the email system functioning properly ?
Pave a slick pathway to connect the chat windows on your website with social media channels!
As discussed earlier , it is not necessary that your website should always be the only gateway for your visitors to initiate chats with the operators of your firm. We saw how to set up signature stamp in your email campaigns, now let's see how to set up a signature stamp in your Facebook or Twitter posts. Ergo, bridging the gap between the chat windows on your website and social media channels. Say, you plan on posting an article disclosing all the details about the food fest that you are going
Common Articles for different departments
Hello, We are currently evaluating Zoho desk. We have encountered a serious problem/inconsistency in organization of ticket channels and knowledge base system. We have two departments for our different support teams at different geographic locations. These two teams are supporting customers in their territory and they are supposed to receive support e-mails from different e-mail addresses. So, I created two departments, one for each team. Everything is fine up to this point. Problem is, both teams
Need to reactivate my account
Hello. I'm trying to sign-in into my account gonzalodiaz@zoho.com but it says that is inactive. How can I activate it again? Thanks.
Import additional data to existing records
Hi, I am wondering if it is possible to add (some) data to existing records using one ID field as cross reference. For example I have a spreadsheet, one column 'ID', and a handful of other columns with the corresponding field names. I want to import those to exisiting records where the ID value is equal to a specified ID field in the existing table. The new value should overwrite any existing data. The default import function seems to import only new records. Could the above be achieved with a script?
554 5.1.8 Email Outgoing Blocked
Hi, my account tienloi@zoho.com is blocked. Please let me know the reason. What do I have to do to unlock my email ? Thanks and Best Regards !!!!
I can't change my Superadmin detail.
Hi! Is there any way to change the @ of superadmin? I tried to cancel it and set a new one but seems it's impossible. Just after I verified my domain I've added user info@ and it became an address of superadmin. The problem is that I need admin@. How to change it?
Automatically Assigning Tickets to Offline Users
Hello, I have created a 'Round Robin' rule that automatically assigns tickets to particular group of agents inside a department. (Rule assigns tickets only to particular 3 agents out of 7 agents.) Do you have an option, such that, the tickets are always assigned to these group of agents in turn, regardless of their availability? I don't want the tickets to be assigned to remaining 4 agents. Note: I have put these 7 agents in the same department because of common knowledge-base issues. Thanks and
Pricing
If I have a Zoho One subscription and another employee needs access to one app, do I need to purchase another full Zoho One license for that employee or can I purchase a license for that one app alone?
Zoho Campaigns
How long does it take Zoho to authenticate my domain?
How many domains can be recorded under the onc @zoho account.
I couldn't find this info anywhere on the site. If signing up for a business account, how many domains can be recorded and administered?
Record Payment Defaults
I am paid by check 99.9% of the time, and this check is deposited to the same account 100% of the time. Is there a way to set the default values for the "Payment Mode" and "Deposit To" drop downs so I don't have to set them every time for every payment? -Tom
Lost My Zb Code
My domain is institutohabilitar.com and i can't find the zb code in Control Panel. How can restore my Zb Code?
Download Zoho templates
Is it possible to download the templates from Zoho campaigns > Library > Templates?
Change Date Format on Expense Export
I'm testing Zoho expenses so I want to manually export an approved report and import it into Quickbooks Expense. During the import process the report is flagged as having a date format that doesn't match what's listed in Quickbooks. The format in the export file is YYYY-mm-dd, but that's not an option in Quickbooks. How can I configure Zoho to change the date format?
Date Format
Hi, how do I change the MM/dd/YYYY in a date box to dd/MM/YYYY (as is the standard / most common date format here in the UK)
I could not configure mail on outlook as well as any email client
I purchased 78 email from zoho but I couldn't configure it on any email client. I already enabled pop access. It is ver urgent. We will have huge business loss. I taken zoho mail, due to we trusted you. I am losing confidence go with zoho. My super admin is muhamedrafi@cicoconsultants.com
Filtering emails / Campaigns & Contacts
I am testing out Zoho CRM as a possible solution for us, but I had a few things I can't figure out: 1) I have our existing clients imported as contacts. If I mass email them a new media kit and sponsorship pitch, the system will track who has opened and who has not etc. To follow up I see I can filter contacts based on email status and campaign, but there does not appear to be a way to do this as part of the mass email selections. What is the best way to follow up only with people who have not replied
How can I Set PROXY Settings on ZOHO assist.
Hi, I would like to know how to set proxy settings on Zoho Assist. I need to know how to manually open the Proxy Settings. There is no tab in zoho assist that you can manually change proxy settings.
Accessing Zoho Mail SMTP from Digital Ocean
Hi, I am trying to setup a web based email client on Digital Ocean to allow me to access my email in my preferred manner. I noticed that I am unable to send email over SMTP/SSL (port 465) from my Digital Ocean hosted web mail client to my Zoho Mail account. I have already lifted the iptables on the hosted instance but am unable to use SMTP/SSL to use the hosted web mail to access Zoho Mail. I tested the web mail on a test environment outside of Digital Ocean and it is able to access the Zoho Mail
not able to recieve mail in my zoho account but can send
I am not able to receive mail in my Zoho inbox but I can send. My Spf Mx and Dkim record are all fine. I recently change my mail from admin@mydoamil.com to mail@mydomain.com When I tried to send it says address not found
You do not have permissions to create this account in Zoho Mail
Hello .. Good evening I am not able to create user for my email and always this message appears You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance. Please check attached image to understand! Domain: dicasaudedamulher.com E-mail:contato@dicasaudedamulher.com ID User: 649361789 Can you help me? Please Thanks for the great service! Carlos Souza
not receiving emails
not receiving emails
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