Automatically Link Contacts to Accounts
I have imported all my Accounts and Contacts into Zoho CRM. I have 3000 accounts and 11000 contacts. Unfortunately the link from contact to account did not happen. From what I can see, all I need to do is populate the Account Name field of the contact with the Account Name of the Account. If I do this manually then I see the contact associated with the Account in the Account record. Anyone know how to write a custom function to do this automatically based on the main phone number as the contacts
Cant setup new account
Keep getting "error occurred" during signup for no reason https://www.screencast.com/t/qbwwlsoVO6xL bedroomwholesalers.com mike@bedroomwholesalers.com Please help Thayne Rigby thaynerigby@gmail.com
Unable to receive emails
Hello, I have a problem with my account. I seem to dont receive the emails from outside the group (domain). The other problem is that some emails I do receive while others not. While if I use my personal email (hotmail) i receive everything. What can i do to fix that? Please give me an answer as soon as possible Thank You
Email is on google via IMAP - how can I keep emails appearing in relevant CRM contacts after closing an account?
Hi there We were advised to set up google email via IMAP and have it nicely working. How can I remove gmail and Zoho users though and still have their emails appear in Zoho CRM in the client record? Thanks! Nick
How to modify my custom email ID?
I would like to modify my custom email ID. Can anyone tell me how to do that?
Major Design Issue With Zoho Desk & Phone
So at the heart of zoho desk is the ability for a support person or team to manage and track customer interactions to provide great customer support as efficiently as possible. However, the current user interface for the phone integration within zoho desk has a major design flaw which hampers reps ability to provide great support and be efficient. Currently, the phone is a div within the current zoho desk browser window and session. Once a rep answers a phone call THEY CANNOT USE DESK ANYMORE
Issue with adding a new domain
Hi! I recently signed up, and now I'm trying to add my domain www.asif.online but it tells me to contact the support. Can you please provide some assistance with the issue?
This domain is already associated with this account
Hi I have an issue that I can't access the control panel for my domain park.com.sa and I would like to inform you that I already can lgoin to my account is@park.com.sa but it show me massage in the top Enable Mail hosting but when I click it it shoe me the below massage it show me massage * This domain is already associated with this account "t*****u@a*****". and I already logged with the same account and I don't have problem with the password or with the mobile, I thank my domain has issue with
Account is blocked
Hi, My email account charles@hubbletech.io has been blocked. I think there was an issue with Outlook which kept sending the same email over and over again. I deleted this email. Please unblock my account for outgoing emails. Sent a support request 3 days ago but no response. Please help me out.
How can I remove the first "Contacts" area on an account's page?
When I navigate to an Account page, there are 2 areas for "Contacts." The one at the top shows only a subset, and one further down on the page shows all (in sets of 10) with more detail. How do I hide or remove the first area, that only shows the subset of contacts? Also, in the second area, can I change a setting such that it shows more than 10?
Is it possible to rename "Billing" fields, just in the UI?
Is it possible to rename Billing Street, City, State, Code, etc. in the UI on an Account page?
How to make a filter for not to send email in spam?
i want to make a global filter that is apply to all the emails if any email arrive to my inbox then not to send in spam just show in inbox.
How can I cancel my subscription?
你好！ 如何取消订阅？
I request the account to be unlocked.
Good Morning, I'm having trouble creating new email accounts, where it is generating the error Unusual activity detected from the IP. Try after time. I request the account to be unlocked. Thank you
[Urgent] Domain Verification Failure
Dear, We are unable to verify our domain (gesif.com.br) to use ZohoMail. Please review the attached error. We are waiting for a solution to this error as soon as possible. Days ago, we had created the user gesif@gesif.com.br to perform some general tests, we started the configuration of ZohoMail (in this occasion the domain was verified successfully). Afterwards, we resolved to exclude all testing of modules and user accounts created (including the domain had been verified successfully) in order
ERROR_CODE :573
Hi, i have a problem when send mail from my any mail@my domain. (v-e.com.ua) to any mail on domain optima.com.ua. When i send to gmail. all ok, when send from gmail to this mail - all ok. I get error to in box: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. trei@optima.com.ua, ERROR_CODE :573, ERROR_CODE :admin@v-e.com.ua unknown user account Received:from mail.zoho.eu
Email stopped working
To whom it may concern, I'm facing a problem with my email account: vladimir@greenmarkt.nl Can't receive or sent emails from 3rd of June. Thank you for your time!
multi option workflow rules
I use instapage.com for my landing pages. My landing page has a list of options with 3 checkboxes. This form goes straight into my zoho crm and that checkbox connects to a multi option field that has the same options as the 3 check boxes. Checkbox (instpage.com form) - option 1 - option 2 - option 3 zoho leads multi option field - option 1 - option 2 - option 3 Now I'm trying to create a workflow that looks something like this. If Territory IS TEXAS AND Lead Type IS Web Lead AND Service IS Option
zoho mail rare exceeded
i just got an email that outgoing has been blocked , but email id just created 1 hour ago and i just only sent 8 emails , i know why is the reason said "Mail rate exceeded limit" we use this mail to contact our business colleges so please solve this problem and kindly be sure to not happen again my account everest- pharmaceuticals.com
Unusual activity detected from this IP. Please try again after some time.
Hi I am very sad Please unlock us. I am trying to add in our account email address "office@" and all the time i take Unusual activity detected from this IP. Please try again after some time. I try from two IP addresses but same. Please unlock account or we cannot use your services because that email address is most important then all other my Zoho User Id: 20060138444 Best Regards Emil
Unusual activity detected from this IP. Please try again after some time.
Hi I am very sad Please unlock us. I am trying to add in our account email address "office@" and all the time i take Unusual activity detected from this IP. Please try again after some time. I try from two IP addresses but same. Please unlock account or we cannot use your services because that email address is most important then all other my Zoho User Id: 20060138444 Best Regards Emil
Error creating mail account.
Dear Zoho. When we are creating users, users are getting created but without mail account. We see this message. This user does not have a mail account. And when we try to add mail account it says the "Given emailId already exists." The organisation is associated with Zoho User Id: 647397981 Please have a look into this. Thanks a lot.
E-Mail Limits
Dear Zoho Support, I'm trying to contact few of our business partners through email. However, I keep getting blocked for unusual activity. Based on https://www.zoho.com/crm/help/zoho-mail/send-and-receive-emails.html , I had subscribed to your paid service. As we have 2 users, I supposed that we would be able to send up to 600 emails per day. However, by no means we intend to send 600 emails per day. We just need to send something around 400 emails. I mean the total summation. Could you please help
Sum of "Products"
Hi, all - I'm hoping the forum is a bit more helpful than I've found support to be with this. We’re a small market research firm using Zoho CRM to manage our list of panelists, who complete surveys for our projects & are then paid an incentive for their participation. Though the "Panelists" module itself has some customization, it's based on the Contacts module. It's necessary for us to track the amount of money we owe each panelist for: Each Project: The amount they're owed for participating
E-mail limits
Dear Zoho Support, I'm trying to contact few of our business partners through email. However, I keep getting blocked for unusual activity. Based on https://www.zoho.com/crm/help/zoho-mail/send-and-receive-emails.html , I had subscribed to your paid service. As we have 2 users, I supposed that we would be able to send up to 600 emails per day. However, by no means we intend to send 600 emails per day. We just need to send something around 400 emails in one day. And no more. Could you please help me
How do I know the correct size for the main banner on an email?
I am planning to do an email campaign - but i dont know which banner size i could use.
The data you have entered already exists
To tell you the truth, we are a bit disapointed with zoho service. It is not easy at all to have feedback, get support even paying a standard service. We have a new employee at our company since 1 week and we are not able to asign him his email account!!. Trying to add francisco.alventosa@photoniktech.com I receive a message saying "The data you have entered already exists". I cannot see it in my control panel. I havent added this user before. Please, give an answeer as soon as possible.
Integration from Salesforce to send contacts to Zoho CRM
How can I do the following WITHOUT using a tool (i.e. how can I use apex code to send to zoho crm?) I know how to do REST Callouts in Apex/Salesforce but not sure how to integrate with the Zoho CRM API? Create an integration in salesforce that will send contacts to Zoho CRM.
Zoho CRM: Mail with special characters
There is an issue with a lot of german mail adresses. You can't set an adress with special characters for a contact and a lot of german adresses use äüöß. Is there a way around that? Or are you plaing to fix it?
Inserting Notes and link to a call record using API
Hi, I need to add the audioURLl link and notes to a call record that I pushed to ZOHO CRM. But couldn't find any fields in the Call records to add the same Any help would be appreciable
HELP I DESCONFIGURED MY SPF AND DKIM
hello my domain is contacto@ursamedia.pe my DNS manager is hosted in WIX www.ursamedia.pe I need help pls my DNS is not verified and DKIM too Help Thanks,
How to prevent an old login appearing?
Around 1 year ago I changed my Zoho CRM login and password. However when I click www.zoho.com/crm/lp/login.html on my toolbar, the old login appears automatically as a prompt. This is irritating and time-consuming, as I have to look up my login and password and enter it manually, when the whole login process should be automatic. How to prevent the old login appearing?
Unusual activity - please resolve this
I cannot proceed with my email setup as I keep getting this message? Unusual activity detected from this IP. Please try again after some time
Multiple Contacts
I have two contacts at a Lead but ZOHO only allows me to enter one person per lead. My lead is the company that has two contacts. I don't want to create a second lead. Any suggestions? I'd really like to make notes on the company lead with details on which contact I spoke with.
I hate ZOHO, its too slow
I am been using Zoho from past month and to be honest its the worst, They provide everything but ITs too damn slow, that you can't even attach normal pdf in the mail. I am shifting back to google again. And recommend this for everyone
I cant log in to zoho people
I can not log in to zoho please. when i access my zoho people.
Get set for Icon Sets.
Conditional Formatting in Zoho Sheet has become more exciting with the addition of Icon Sets. Represent a series of data with certain intervals using colorful icons. They are available in sets of two to five icons making them flexible with your data. How to use it. Icon Sets is placed under the Conditional Formatting menu tab. You can use a set containing two icons for data with TRUE/FALSE or similar conditions, three or more icons to see the change in data with many
Nothing is appearing under "Customer" when I go to Activities or SalesInbox
When I click on "Activities", it shows a list of activities by categories of "customer", "Open Deals", "Leads/Contacts", and "Others". But when I create a task under an account with an Account Type of "Customer", the task appears under "Others" on my activities view instead of under "Customers" where I expect it to show up. What am I missing? The same issue is occurring with my "SalesInbox". Nothing is showing up under the "Customers" section there either. I would assume that the "Account
Adjusting Page Size
Hi, I am working on building my site but after going through all of the themes available, I cant seem to find one that has the page size that I desire. I have tried modifying the limits of the page in question but it seems like its the limits are not editable. I would like to know the best way that I can use to make the page size suit my needs.
Can't Sign up at All
Im getting an "error occurred" message when trying to sign up - tried two domains. What is up guys? https://www.screencast.com/t/0ZyujF9HiUi Please help!
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