Interview Email Confirmation
Hi, Is there a way to turn off interview confirmation emails? As in when we schedule an interview in Zoho we don't wish any emails to be sent out automatically. How do we set that up? Cheers
Search Window
I want the Search Window/Filed open at all times. Im tired of opening every-time looking something up. How do I set this up?
Not receiving emails
Hello, we are not receiving any emails sent to @Kmedika.com. From my understanding the MX records are updated. attached pic Thank you Dinesh
Recover deleted emails
Can you help me please to recover deleted emails from my accounts: office@aquabianca.com and info@aquabianca.com Best regards, Kristina
Channels in Cliq
Hello peeps! Today we are going to see about Channels in Cliq. Channels is a medium for instant communication and collaboration with users in and out of your organization. Click on the (+) of channels to create one. Let's see in detail the types of Channels offered by Cliq. Cliq offers 4 types of Channels: Organization, Team, Personal, and External. Organization: Anyone can create an Organization level channel. It can range from anything to everything. eg: #Announcements, #Technews, #Press, etc...
Secondary Industry Field
I'm not sure if it's just something I would find useful, but I could really use a secondary industry field for both clients and contacts. Some of my clients have multiple industries they operate in, so I find myself missing them in certain searches.
Focus Group #4: Setting up SalesInbox and best practices.
Hey folks! We're back with yet another edition of Focus Group, this time we'll be focusing on something exclusive to the Sales side of Zoho CRM - SalesInbox. A big chunk of your time is utilized for checking emails from leads and contacts, and providing timely response. With CRM insights right inside your email client, SalesInbox helps you prioritize your emails and perform CRM actions right from your email client. Why toggle between your email client and CRM when all you need is presented right
Default Mail Text Header
Hi Everyone, I would like to change the default header “Can’t read or see email? View this message in a browser” seen below the subject in the inbox mail preview, I followed this topic where the header advice was made, but after doing it, I couldn`t get it. Hope you can help thanks in advance. Regards, Federico Mejía
Dealing With Contacts Who Have Left The Company
Hi All, When a contact leaves the company you are dealing with, you need to keep them in your database as there will be historical data. But you don't want them to keep getting in the way when trying to search for someone with the same name. At the moment the suggestion is to add a custom field. This works, but it doesn't help if you are just searching for an individual and keep getting the 'ex' company employee showing up. Until Zoho come up with a neater method. I have reverted to a method I used
Importing Resumes
I have successfully uploaded resumes but now I get an error message saying try again later. I cannot paste either. Please advise. I have been trying for hours. I have not reached my limit.
Import from Document seems to be stalled
I am trying to upload resumes, actually hundreds. i recently discovered I could do this with a bulk zip file, however on my last attempt to import i am stuck at this: Importing your file has been successfully initiated This may take some time, however you can navigate away from this page and once successfully imported we will be sending you an email notification It has been about 4 hours now. What can i do? Thanks!
Another week another Horrible Service example of Zoho... this is going to be my blog now I guess
It's time to send out Thanks Giving notes using Campaign. To that, we only send out one email every couple of months to cour customers. After waiting 24 hours, the campaign is still not reviewed. And all of a sudden we get an email from Zoho that our account is on hold. Claiming we have not responded int the past to their Abuse email. That is an absolutely bogus claim. So a call was placed in their office. After the usual run-around, there is no-one to take a call, and we are waiting for a callback.
Set value of lookupfield from a url Get variable
I have a form 'project_form1' that has a unique product_number1. on save it opens a second form 'project_form2_stateless' with openUrl("#Form:project_form2_stateless?project_number2=" + input.project_number1, "same window"); I try now to assign the value in variable project_number2 to a lookup field 'project_number2' connected to project_form1, but is is not working , if I send the variable to a number field it works find? How do I select a certain value in a lookupfield with deluge script on form
Error:The server cannot service the request because the media type is unsupported
Good afternoon everybody, I have the following error which it returns for a soap method: Error:The server cannot service the request because the media type is unsupported I use the function postUrl to execute the method soap I sent the following XML: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:bat="http://fslso.com/BatchFiling"> <soapenv:Header> <bat:AuthenticationHeader> <bat:UserName><username></bat:UserName> <bat:APIKey><password></bat:APIKey>
Two Unrelated Forms in one Chart? (to compare revenue with expenses)
Any suggestions for creating a chart that compares data from two unrelated forms? In this case, I have a form for entering individual expense items and a form for entering individual revenue items, and I'd like to be able to compare total expenses vs. total revenue, month over month. Thanks!:)
Rollup Formula Fields in Zoho CRM
Is it possible to create a formula that's a roll-up field in Zoho CRM. The use case is that I would like a field on the Account that would be a roll up to show the number of contacts related to the Account. I'm new to Zoho and used to Salesforce where you can do rollup summary fields for parent-child relationships, so wondering if it's possible to do the same in Zoho CRM?
Your current password is wrong
Buenos dias, me podria ayudar como puedo recuperar mi passwoord de administrador, al parecer se ha cambiando. mi correo administrador es info@ushippingcargo.com saludos Rafael
Mail too slow
I just set up my zoho mail, sent a few test mails and they are taking too long to both receive and send...
problem while sending email
Dear Zoho! Pls check account eckart@uncle-bills.vn sent to domain ubl.vn, any account in domain ubl.vn not receive email thank you!
Campaign Email Display On Mobile Devices Distorted
I've noticed that the campaign email I designed and sent as a test was distorted when viewed on a mobile device. Is there a setting to prevent that that I have missed? Thanks, Sarah
Trying to create a record in custommodule1 - error 4401
Here's my code: RSmap=map(); RSmap.put("referral source name","FN"); response = zoho.crm.create("custommodule1",RSmap,1); info response; Here is response: Executed Successfully Log messages: {"message":"Unable to populate data, please check if mandatory value is entered correctly.","code":"4401"} This custom module has only one mandatory field - Referral Source Name. I've tried all Caps, underscores, I've pored over the generous documentation twice and that took a minute. So what's wrong with this
Regards, i have question about super user and mail backup
When I backup an email account, the system does it well, but sends an email notifying the owner of the email account. the system may not notify the user, or personalize the message
Admin account inactive
i am not able to login into my admin email which is admin@irgibafrica.com for no reason my account is shown inactive. I am able to login with the rest of the email within the organization but only the admin login is inactive
How to make sales rep follow sales process ? #17
Hello Everyone! It's Wednesday and we are up with the hack. Consider an admin has set a blueprint for lead status with five stages to follow the transitions for each stage. Now, if an user while creating a record sets the lead status from stage three then the transitions and the process for first two stages are missed out . So you will want your sales rep to follow the process by going through stage one to the last stage and not start from a stage in between for the leads status field. How to achieve
New Interface for Zoho Campaigns??
Will the interface for Campaigns be updated like CRM? I love how CRM looks with the new updates, now Campaigns needs to catch up!
Disabled but not Grayed?
Is it possible to have a text field disabled but not grayed-out?
Enable to Connect phpmailer
Please help me out i'm enable to connect using phpmailer following is my code and error <html> <head> <meta charset="UTF-8"> <title></title> </head> <body> <?php require_once './PHPMailer/PHPMailerAutoload.php'; $mail = new PHPMailer; $mail->SMTPDebug = 4; $mail->isSMTP(); $mail->Host = 'smtp.zoho.com'; $mail->SMTPAuth = true;
ERROR CODE 550, 521, and 554
I am getting mail bounced with these error codes when I send from my iphone or ipad. They don't bounce when I send it from web mail. This started recently when I switched to using m.sync.zoho instead of IMAP and SMTP. And I have tried setting up SPF details in a TXT record for my domain, without success. I raised a support ticket on this several days ago but received no answer. Can someone help? More Detail: I have Zoho Mail set up with an address at my personal domain. Outwardly I use a yahoo
Problemas para recibir correos
Tenemos el dominio naiopartners.com en zoho mails y esta bien validado el dominio. Hemos configurado todos los dns y podemos enviar emails, pero no podemos recibir emails. No podemos recibir nuevos emails Y tampoco respuestas a emails que nosotros hemos enviado a nuestros clientes en naiopartners.com Cual puede ser el problema? Al entrar al email, no tengo notificaciones de problemas de configuración. Los DNS estan bien configurados al parecer. ayuda por favor!
Deduplicating/merging duplicate contacts based on more than just email/company/phone/mobile
The current function does not pick up secondary emails or names, this is crucial as most contacts have more than one email address, so after an import, there are often double entries for the same person just because they have more than one email.
Deduplication not working effectively
I'm finding deduplication is only successful on the website version of Zoho CRM. When our consultants are entering leads or clients via the mobile apps or the Outlook plugin they are not prompted that the company they are entering is an existing contact in the CRM. On the website version, as the contact's company is being entered we see this: Much like Google it begins to predict the name of the client, prompting users to select the existing one where applicable. The fact that this does not happen
Deduplication -why the change and why changes are not communicated
Hi I noticed today you have changed the set up of the De-Duplication - why would you not advise people of these changes? The layout is not very user friendly at all. I'm not sure why the old way had to be changed. It was visually easier to see why certain fields were duplicated as we would duplicate contacts for various reasons (because your CRM doesn't allow for a contact to run across multiple accounts) I would suggest with things like this to open up to users and actually see if its better -
Ability to select and merge accounts like on Zoho Desk
It would be useful if we could merge client accounts in the CRM like we can with tickets on Zoho Desk. Here is an example of the function as it exists in Zoho Desk: It would be useful to be able to merge accounts in the CRM where perhaps the same account was entered twice but the name was spelt differently making it unable to be picked up during deduplication.
Focus Group #3: De-duplication in Zoho CRM enhanced with auto-merge and more.
Hi folks! We're back with the 3rd Focus Group convention with de-duplication's auto merge feature in CRM as the centerpiece. As the avenues to generate leads and contacts in your CRM increase, the chances of duplicates that accumulate in your CRM database will tend to increase as well. Bringing in a lead that has already been created via import is one such scenario. The de-duplicate feature of Zoho CRM, now enhanced with auto-merge and further enhancements help weed out duplicates, making
Revision History for custom fields
Hello, I saw one post on this (2 years old), but haven't seen a resolution. If I have a custom field on say a contact, is there a way to see a history of changes to that field? (i.e. on 11.21.17 was changed from 'test' to 'test again 1'). Thanks!
Integration with ESP
What's the best option to integrate the ZOHO CRM with either MailChimp or Campaign Monitor? I would like to integrate also custom fields to segments or groups of the mailing list. What kind of data can I push back to the ZOHO CRM? Except the opt-out etc. I am testing Piesync, Cazoomi and Kloudconnectors. All of them, have limited functionalities in terms of what sending back to the CRM. Thoughts?
Email
Hello Sir, . How do i find the CNAME for my domain? my domain is modernbusinesssystem.in Please help
301 redirects to blog posts
Is it possible to have URLs redirected to individual blog posts, not just to the Blogs page? Both people and search engines still often try to access URLs from our old blog and keep getting a 404 page thrown at them. We are losing all those visitors because we can't map those old blog URLs to new ones.
Urgent - Still Pending Invite
Hi there, I am moving my mail services from cpanel webmail to Zoho Mail and have successfully verified the domain wallezz.com. I've created email for almost 25 users, but christian.linting@wallezz.com has been placed in the Invitation List and shows up as pending. There is a very quick short red message showing up when I try to create that last user but it disappears too fast to be able to read it. This is urgent because the christian.linting@wallezz.co email address is my boss account to receive
How to disable permission for enabling GUEST chat
How to disable permission for enabling GUEST chat
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