Auto populate address field on change of account name in contact
Hi there, I'm very frustrated that the address field doesn't change when an existing contact is changed to a new/existing account. Is there a way to manually do this through workflow? We now have a number of records with incorrect information. Is this already a known bug, because it's a big one? Regards. FD.
Bug // End Date Not Calculating Correctly
I have discovered a potential bug in the system. When you set a "Start Date" and then select "Enter Duration" and select "hours" then enter "5" for example the end date does not calculate correctly. This only seems to happen if the Start Date is after working hours. For example, I entered a start date of 09/Dec/16 09:00 PM with a duration of 5 hrs the Due Date calculated as 12/Dec/16 11:00 AM. Could you please take a look at this bug. Also, I would like to be able to enter in a date and time by just
Please add a Today button to the date fields on mobile
Currently there is no easy way to jump to Today's date on date fields in the mobile apps. Therefore, please add a quick jump button for Today when entering a date. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Setting Reminders on mobile apps
It appears that the Reminder field on mobile apps is read only. Is this accurate and if so, why? Would be extremely helpful to be able to set Reminders on all devices. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Method of calculation on the percentage of achievement of the task
Hello , On the percentage of achievement of the task ( that percentage) , can be detail the method of calculation which should be used ? Best regards ,
Integration With Elastix
My elastix plant uses username and password to login, this means that I have to enter the extension and password to activate the extension, to make and receive calls. Given the above, how can I do so that zoho can login to the telephone plant?
Mobile CRM not rolling tasks
My tasks aren't showing on the home screen of the CRM Android app. I have overdue tasks and none of them show up today. They only show up on the one day they're due (ie two days ago and never show again. Making it easy to forget). They don't roll over if they're not completed. Shouldn't they show up on the home screen as long as they're not completed?!
Different Email Template for Non Trial Plans
Is there a way to send different emails to clients that are on a trial plan versus users who are on a paid plan? Ideally if we could send different emails based on different plans that would be ideal as we have different plans with different terms and there is different content that should be in each one. I know we can create different email templates but I can't see if I can attach to specific plans.
changing rich text to multiline
Hi i have two questions on that topic. 1) is any data going to be lost in that transition from rich text to multiline ? 2) how do i convert the rich text to simple text ...i.e. how do i get rid of the <br> without losing the return paragraph function...
Auto Fill Field in Subform Of all the lines
Hi, I fill in a subform, but fill all the data from it after that and add new rows. With my code I can only fill in the first line and I do not want it to be "on add row". if(input.Tipo_de_orden1 != null) { input.Registro_Mercancia.Tipo_de_orden1= input.Tipo_de_orden1; } Thanks
Mail sent to 2 of 3 users bounced to sender. Not sure why, bounce from MAILER-DAEMON@gproxy10-pub.mail.unifiedlayer.com
Any idea what's going on here? Thanks. Here's the bounce that the sender got: From: MAILER-DAEMON@gproxy10-pub.mail.unifiedlayer.com [mailto:MAILER-DAEMON@gproxy10-pub.mail.unifiedlayer.com] Sent: Thursday, December 08, 2016 5:00 PM To: xxxxx Subject: failure notice Hi. This is the qmail-send program at gproxy10-pub.mail.unifiedlayer.com. I'm afraid I wasn't able to deliver your message to the following addresses. This is a permanent error; I've given up. Sorry it didn't work out. <xxxxxx>:
Call Logs Only Works Part of The Time
Hello, I have been using Android CRM app to make calls and I am logging my calls after I complete them, but it's a hit or miss if the actual log shows up under my contact's activities. Sincerely, Will
List headers
Can we have these fixed in place, a small thing, but with the new custom views being deployed, it makes sense ? They scroll with page down / scroll at present - see attached.
Change Text Field Type
Hi, Is it Possible? I have change the text filed type from "Single Line" to "Multi Line". Thats OK. But is there a way to change it form "Multi Line" to "Single Line"? because after changing the multi-line type, "Single Line" option is no more inside the "Field Type" Dropdown. Searched on Forum, over the internet, Get nothing.
Recording Credit Card Payment from Personal Funds
I inadvertently used my personal account to make a payment on a business credit card that is tracked in Zoho Books. I currently have the transaction recorded as follows: I used the "balance transferred from" transaction type account under the "money in" section; then selected "owner's equity" as the account type. It seems as though I should be using the "card payment" transaction type but there is no option for "owner's equity". Any advice? What is the best method to record this payment?
unblock account
please unblock this account > info@northwesthandmade.com. It is now under the 5GB quota.
Please unblock our email address
Hi, We have deleted old emails and now have 3.38 GB of 5 GB usage. Please re-enable forwarding, IMAP and POP on this account > info@northwesthandmade.com
Sned email from Zoho CRM in Chrome
Hi there What's the easiest way to create and send an email in Zoho CRM? Right now I have to open CRM, search contacts, select contact, click SEND EMAIL button. Is there an extension where I can just compose a new email and add the contact name in the TO: field? Similar to the way gmail works... click NEW, add contact, write email.... does Zoho CRM have this feature to make sending email easier?
553 Relaying disallowed
Dear Zoho. I have made an account using Outlook 2007 I can't send email now and it said " server responded 553 relaying disallowed" My email is info@dulichphuonghoang.vn Please fix it for me Many thanks
Can't log into Zoho CRM
Hi. Since yesterday we can't log in after entering user and pwd and click on Star, the browser says the page can't be displayed Windows diagnose tool says “Your computer is configured correctly but the device or resource (crm.zoho.com) does not respond" Please help
ZOHO Calendar IOS App - Days of week displayed wrong
IS there no way to change the way the days of the week are displayed? Only calendar I have ever seen that starts week with Saturday. The result is that each day of the week appears one colunmn to the right of where you expect it to be. IE Monday is the 3rd column when on every other calendar it is the 2nd column. Twice I have missed appointments because I glanced at my calendar and forgot about this nuance. This almost should be considered a bug it is so far from being standard. Like someone developed
Bounced Emails - Zoho's Criteria
1) What criteria does Zoho Campaign use to determine if an email is a "bounced" email? (For example, the last vendor I used would classify an email address as bounced if it was undeliverable three times.) 2) Does CRM get updated so that we know an email bounced? How? What field? (I have two way sync set-up.) Thank you.
Docusign Integration Question
When looking at the details of the Docusign integration it sounds like any users that are using the integration have to share the same Docusign account, is that correct or can each user in Zoho use their own, individual Docusign account?
MX not working on wordpress
Hi guys, I have recently added the MX settings for zohomail but on the zoho website they dont say they are connected. I dont have any other MX records on the site and added: mx.zohomail.com with priority 10mx2.zohomail.com with priority 20
email contacts ported to ZoHo CRM
My company is not (quite yet) using ZoHo mail per se. We have gmail accounts. But is it possible to sync and have those e-mail contacts imported into ZoHo CRM? I am familiar with similar function from salesforce.com. I retrieved help files for Gmail integration, but don't see the setup for POP account synchronization.
Error: "Unable to process your request" while attempting to add chart to dashboard
Hello, I am trying to add a chart from reports to my dashboard, but I am getting an error ("unable to process your request"). Please advise! Error Message: Chart that I am trying to add: Dashboard I am trying to add to:
Zoho CRM / Sales Representative / Territory Management
Hi there, slightly complex question which I hope someone might have an answer for. Our company is divided in multiple 'divisions' & I have tried to reflect this structure on the CRM as follow in the 'Roles' section: Group - Administrator Company A - Manager Company B - Manager Company C - Manager | |
Two taxes in expense recording
Hi there I'm importing bank transactions. I need the ability to record one, two, or both taxes. I have to record GST and PST for expenses, but some items are not PST. So basically I need to be able to choose which taxes should apply to my expenses for each transaction. Right now I'm only able to choose one or the other, and not both. thanks.
Having a customer fill out a quote.
We are helping a client of ours customize their Zoho CRM to better fit their sales process. As part of the process, we would like to be able to have the end customer fill out certain portions of the quote details. Is there a way to make a quote public or shareable so that the end customer can fill in the required details?
Change destination path of converted leads
Hi, is there a way for me to change the destination of the converted leads? Like they'll be sent to the modules I created, instead to the Accounts, Contacts or Potentials. All details and information from the Leads being converted to the modules I made. Please help.
Use Facebook integration with Zoho CRM for a company page instead of for personal page
Hello, I would like to use the new Facebook integration but as a company page and not as my personal page. Is that possible? Kind regards, Lars
Some agent don't appear in "To:" field selection list
I have a problem when adding an Agent's name to the To: field of an email. For some agents, you can start typing their name and then select the person from a drop-down list. (See attachment for example.) For other agents, you have to type their complete email address. Does anyone know a solution to this issue? Thanks, Tim
free plan
Hello, I started free plan. I have 1689 contacts an I sent 5067 emails totaly. But I can't send any more because I m out of credits. You said free plan gives 12.000 email per month to less than 2000 contacts, Where are these?
Automate Birthday/Anniversary congratulatory emails?
Dear Team, For our contacts in CRM, we need: "An automatic email sent to the contact liest member, triggered by their respective date Of Birth, congratulating them on their Birthday; although we will design and save the templete befor hand, and that the mail merge facility ca be used as is done is bulk emailing. This will be the recurring email sent annually on their Birthdays /marriage anniversaries..." CRM means Customer Relationship Management, and automatic set up as described above will enable
No incoming email from www.blockchain.info domain
Hi Support Team, I am having serious problem of receiving reply/email from no-reply@blockchain.info (www.blockchain.info). I am facing this problem since last month but recently only noticed the problem. I have disable the spam process function but still not receive any email from www.blockchain.info domain. I would appreciated if the support team could assist me to solve this problem. Thank you.
Cannot register Domain
Dear Zoho Support, Today i trying to register my domain nucleuscapitalsolutions.com to Zoho Mail with email admin subir@nucleuscapitalsolutions.com and phone number +62 818-115-114. But after enter the verification code get error. Then i'm create zoho account subir@nucleuscapitalsolutions.com with different number but when trying add domain nucleuscapitalsolutions.com get error message * This Domain is not supported or is already registered with Zoho and sometime get message that this domain already
Hide Grand Total but keep totals in Report
Hi there, I have a report which contains prices comparisons, which are grouped by suppliers/contract terms/... and I set up price totals for each group, which is what I want. However, in the report, I keep on getting a Grand Total on the bottom line, which I don't want as the purpose of my report is to give my client the opportunity to compare prices between different suppliers, so the Grand Total does not mean anything and need to be removed. Any advice on how to do that? Thanks Maud
Why do is there a Related tab on the mobile app for Tasks?
I don't understand why a Related tab is shown under Tasks on the mobile app, since i don't see how Notes or Attachments can be added to a Task. I must be missing something so hoping someone can explain. Thanks!
Mobile app- refresh
I find that I am using the web app and the mobile app at the same time. When I make a change on the web, is there a way to force a refresh on the mobile app? I don't see a refresh button, so have been just clicking on a different module, then returning to the desired module, which seems to work, but would be better if there was simply a refresh button. Thanks
User Account
My user email have just been marked inactive and i didn't mark that.
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