Adding Notes Column at Banking Uncategorised transactions List
Hello, Generally I used to write the Serial number of account (From the Printed copy of Predefined list of accounts with the serial numbers ) or a small notes to each row of printed Bank Statement, Then our accountant will enter the transaction to Particular account according to the given number or narration or Instruction. With this I need not put much time to categorise and entering the transactions. It will save the time of Business Owner. Could you please add a "notes" Column with live update
Tip #4: Automatically receive updates on records that matter to you with Feed's Auto-Follow rules
The fourth tip in our Tips & Tricks series is focused on getting automatic updates on the records that matter to you the most and that needs your attention. With a huge database of records, there is a big chance that you might miss something important. It could be anything: A big deal that could seal your monthly target and requires every bit of your attention. A tough prospect who makes it nearly impossible to close the deal and who makes things harder than it needs to be. Leads generated from a
Just Change my domain host, i need zb code to reverify
Hi Admin, My domain is trigunung.com. i just change my domain host and need to reverify. Please send me the zbcode? Thank you
The sender is not verified message showing on mails sent using zoho mail
I'm getting the message "Gmail couldnt verify that the sender *****.com actually sent this message but I have all of the ZPF and DKMI settings configured. I have also checked for multiple ZPF records which could cause the error but I only have one. What could be causing this?
Convert Sales Order to Invoice in custom function
I would like to convert a sales order to an invoice in a custom function. Is there a way to do this? Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible. I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...
Feature Request - Bill Reminder
Much needed function = Bill Reminders I would love to be able to set up custom reminders on Bills. It would dramatically help manage cash flow, ensure on-time payment, and maximize discounts (where applicable). Is this in the feature pipeline? Right now, I have to check Bills all the time and enter a series of calendar reminders (clutters the calendar, creates a lot of duplicate and unnecessary work).
Not receiving push notifications on iPhone...
Not receiving any notifications for task or appointment reminders set on Zoho CRM Don't see the reminder function inside the iOS app.
Related contacts vs All contacts
When assigning Contact Roles in Potential View, then adding More Contact and slecting Contact Name Lookup - by default Related Contacts are shown - is it possible to change / setup up - so after selecting Contact Name Lookup by default All Contacts are shown?
Problems inviting users
I cannot invite users with the email address ending in xxx@t-systems.com.br Invitations to xxx@gmail.com or xxx@industria40.com.br are possible. The SPAM folder does not represent an invitation from Zoho. Any ideas? Regards, Matthias
No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked. Learn more.
Hi have this issue I make a mistake and I bring all my ols emails to the account I am making the delate work, but I need my email again jfsilva@fruka.cl
Incoming/outcomig can not be reenabled after releasing full mailbox
Hello, incoming/outcomig was automatic disabled due to 100% usage of email box. The user deleted some messages and now the usage is 88%. When I try to enable incoming/outcomig in the Mail administration / mail acounts, I get message "Operation permitted for paid user(s) only". The user is veronika@tmtplus.cz. Thanks for help in advance Viktor Terinek
Linking data from Zoho Invoice and Zoho CRM for Reporting
Hello! Another newbie question...I have a client that needs a report that combines data from the CRM Accounts module and payment history from Zoho Invoice. Is this possible? Thanks!
Vendor Source of supply
Dear Zoho Team, How can change vendor Source of supply after transaction creation
[URGENT] I'm not allowed to add a domain!
Hi! I made another post still waiting for moderation 5 hours ago and sent an e-mail 6 hours ago with no reply. For some reason my account has the ability to add a domain disabled. I don't know what to do. I signed up with a G-Mail account, and put in a real phone number and everything. I'm not a spam bot.
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
I need to contact customers and i have this error. Please help.
how can i have unique contacts in a campaign
i want to add from certian criteria contacts to campaigns. I understand how to add them based on this, however, we have a number of contacts whos email address are not unique to the account they are under- meaning, Joe Blow > j.blow@email.com can be listed under company 1 :> CO 1 ltd and as well as company 2 :? CO 2 Inc. how can i create a campaigns list that will only allow me to have one and not the other company? for this particular campagin, it doesnt matter which is chosen. I would rather
Updating a potential
Hi, Using Zoho CRM API, I have been able to successfully create a Lead and then convert that Lead into a contact and a Potential. I am looking for a way to update a Potential after it has been created. I have been able to update a Contact successfully using updateRecord API. https://www.zoho.com/crm/help/api/updaterecords.html However, there is no way mentioned to update a Potential. How can I update potential given a potential id?
Zoho Blogs: Tags
Is there are way to set the tags to be alphabetical for Zoho Site Blogs? It's a bit hard to sort through as is. I included a screen shot. Thanks!
How to add custom module as list to Sales Order
We have Devices as a custom module. There are multiple Devices associated with an Account (working fine). We need to assign selected Devices to a Sales Order so the technician knows which devices to perform service on. I thought a Related List would work well, but I cannot see the option to create one for Sales Orders. How can I make this happen?
User Level Restrictions is possible in Zoho CRM?
Hi, I need clarification on Zoho CRM User level Restrictions. Here I have attached the document for structure of my organization. Scenario: (in diagram) 1) If Login as a manager in CRM, he can able to see all the employees under the each department also. 2) If Login as a Sales Team Manager in CRM, he can able to see the only Sales Person1,Sales Person2, Sales Person 3. 3) If Login as a Developer Team Manager in CRM, he can able to see the only Developer 1,Developer 2, Developer 3. In above scenario,
CUSTOM FUNCTION - CUSTOM VIEW IN SALES ORDER
Hi I want to use a Custom Function to calculate the Sum of the Sales Orders with three criterias (Business Centre, Current month SO, and With another field selection). To do so, I am trying to do it getting the list of the sales orders under a Custom View I created and then sum them up.. But I am having some troubles getting there: sO= zoho.crm.getRecords('Inbound BKPI Function'); info sO; I tried with another Modules and did work, but with Sales Orders doesn´t. Is there any limitation with this
Error when loading the Zoho Mail's page on Web browsers
I’ve have suffering this error when accessing Zoho Mail through Web browsers. The page keep loading without any responding? I can’t get access to my mail box. Please check this error. I’ve attached some screen captures, please review them. Btw, I can still get access to my mail box via OUTLOOK IMAP or Mobile interface on browsers. Thank you so much.
Cannot Get Correct Territory Assigned
Hi. We had a new sales rep start who took over from somebody who left. I reassigned all of the Accounts, Contacts, etc. from the old rep to the new rep. I also set up his territory. Our territory hierarchy is Country (top most) ==> Region ==> Rep In this specific case the hierarchy is North America ==> East ==>017 - John Smith The rule is set up as follows: 017 - John Smith Account Owner is John Smith I then went to Assign Territories, selected "My Own Criteria" then Account Owner = John Smith Instead
ACCOUNT BLOCKED : Please help remove block for AXP
Hi there, My account is blocked for the email victor.chin <at> axp.com.my Can you please help me unblock it? Thanks.
Unable to add Alias Address
Hi, i'm unable to add an alias address because i sign up using wrong domain and verified the correct domain to the wrong domain Please help
Can't @ mention someone in Zoho Docs
Hi there, I shared a Zoho doc with a co-worker (we are both co-owners of the doc). When we review the document, I can @mention her, but she is unable to @mention me. Is there an explanation/solution for this? Thanks in advance!
Email forwards are bouncing back
Hello! I set up an email address (not the one connected to the Zoho client-let's call it Email 1) to forward to an email connected to the Zoho client (Email 2). It was working for a while but apparently in the past few months it has stopped working. The emails from Email 1 do not forward to Email 2- instead the Email 1 client receives the following message: "SMTP error from remote server for RCPT TO command, host: mx.zoho.com (204.141.32.121) reason: 541 5.4.1 Mail rejected by destination domain"
Setting up users
Is there a video or document that shows how to setup users. I need users (recruiters) to have edit, delete, add privileges, but rather not have everyone have Admin abilities. For example I don't want users to be able to export contacts.
Change Status from Candidate Preview Pane
Hi Zoho, It would be great if you could please add the ability to change the candidate status from the candidate preview pane. It was a great addition to add the candidate preview, but without the ability to easily change the status it is not very useful Thanks, Sam Daynes - CEO at Ardento Zoho Partner - Australia
Outlook Plugin - Multiple Email Attachments
Hi Zoho, When adding a candidate from an email in Outlook via the plugin, if the email has multiple attachments. E.g. Cover Letter and Resume, the parser will add multiple candidate records. This is a big problem. How can we stop it adding multiple candidates for those emails with multiple attachments. Thanks, Sam Daynes - CEO at Ardento Zoho Partner - Australia
Direct link to "Associated Candidates" in "Open Job Openings" view
In "Open Job Openings" view is listed the number of associated candidates. Each of these numbers could be a link to the list of associated candidates, the same link which is shown in "Associated Candidates" view. This would make Recruiter faster and more comfortable to use. *** Now you click: "Job Openings" --> (choose "Title) "Posting Title" --> Associated Candidates (which you have to wait for a while to appear) *** Better: "Job Openings" --> (choose number which is a link) No of Candidates
Problem with the notes section
Hi, On the candidates page, the notes section that was previously there has disappeared. My colleagues still have access to the past notes and can still publish notes. I just don't have that section of the page anymore. Can someone help me please? Thank you, Valerie
Field Limitations drive me crazy
I am trying to design a great system for us to use and i am constantly having to redesign because of hitting field limitations / layout rule limitations surely these could be a bit more generous i am paying $300 a month for the system and hitting these barriers i do do find frustrating in what is otherwise a really useful and excellent system Kevin
Lock the top black tool bar (Home, Job Openings...) when scrolling down the page like an Excel Spreadsheet
It would be a nice option to lock the top black tool bar as you can with an Excel spreadsheet, so when I scroll down the page of a contact or client I don't need to scroll back up to locate the top black search bar.
Request for a new section in the the Candidate application - web forms (Carrier-site integration))
Hi Team, I have a request for adding two fields in the candidate application - web forms I would like to add the referee name and the referee email ID fields in the application form . Please call to 9789022046 ( timings 7 PM IST - 2 AM IST ) . Alternate mail ID: hariprasanth.s@royalcyber.com
SPF NOT CONFIGURED
I have already created spf txt records in the cpanel of my domain as instructed. In spite of this, it tells me that the spf is not configured. When I try to verify it, I cannot. It has already been up to 5 hours since I did it. What needs to be done? The domain name is makoreart.com.
Screening Questions per Job
Hi. This is an important need for myself and I'm sure other Recruiters could use it as well. There should be a way to add custom screening questions per job without having to create a brand new webform for each job. It should be a seamless process, not having to create fields on one page and then go to another age to implement.
Ability to see how many people/Who applied for a particular role
It would be very handy to be able to see how many people applied for a specific role and their details in order to speed up the applicant screening process
Document module does not show anything
Hello, we are experiencing an issue with displaying document module in Zoho Recruit. (snip attached). It basically shows nothing there, although it worked normally before. Could you help us on that issue? Subscription ID RPT2000104846195 Thank you, Martin Minar.
Creating a report on candidates for a job opening
Hi there Hopefully someone can help me create a simple report which shows the name of all candidates associated with a particular job opening. It must be easy but I can't see how to do it. Cheers Jayne
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