Zoho Projects new UI
Hi guys, Heard from Faiyaz a month ago that a new UI would be released within a month time frame. Any updates on that? I believe everyone is looking forward to it. Best regards, Manuel
Outgoing mail disabled
Hi, Outgoing email from moh.rabie@therock-hotel.com has been disabled, kindly enable this, is there a way to unblock from our side? Thanks,
Spam folder clearance (30 days)
Hi guys, is there a way to set something up like this for other folders? MT
Archived Mail
Hello, When I receive an email, you go directly to "Archived". How can I solve that?
Reusing agent account
Hi, I´m trying to re-use an agent account, but it doesn´t work. We have a few deactivated account that we want to use for new employees. I found in the manual that we should be able to re-use an accounts since we pay for accounts even if they are inactive. I can change everything but not the email address on the account. How do I do that? Thank you in advance, Ulrika
Formula for calculation a future date based on a date and numerical field
we sell loans and need to return a date to the "loan maturity" date field based on the "closing date" (date field) and the "term"(numerical field). What would be the correct formula for doing so?
Mass E-mail
I am trying to send a mass e-mail to my leads and my contacts but every time I go to send the e-mail through the mass e-mail option it tells me that the e-mails are invalid. I have mass e-mailed these clients before with no problems, but now nothing will go through. What could be causing the issue?
Sent Emails
I am new to Zoho, so this may be a ridiculous question... I have tried to send an email to a contact through Zoho, but I do not seem to be able to find a record of it being sent or a copy of the sent email for me to retain for my records. Am I doing something wrong?
Zoho CRM training for my team in Boston
I am looking for a Zoho CRM training consultant for a half day session to train a team of 4-5 people in the Boston area. Please send a linked in invitation to Kenneth Smith from Rejjee.
Complete e-Commerce Solution Plans?
Are there any plans to build out the offerings on Zoho Sites to link up with Zoho Inventory, Zoho Books, Zoho CRM to create a comprehensive, integrated, affordable e-Commerce platform? Zoho Sites just seems woefully out of date with its abilities and templates and it could be so much more.
"Barriers" or "Hurdles" to making a sale
I am testing Zoho for it's suitability for our business. One important piece of info we need to capture is potential reason for not making or loosing a sale and subsequently run a report to see why we might be loosing business to see if there is a pattern. Does this field exist as standard? And can it have pre defined reasons, i.e. Price too high, leadtime too long etc.... or just free text? Many thanks, Jon
Feeds when update a Record Through the API?
I notice that when I edit a record as a registered user, users who follow the record can see the notice in the feeds section indicating that has been modified, but when I modify the record through the API this notice does not appear. There is any way that notifications appear when I update a record through the API?
Microsoft Office Plugin will not install
I am using Microsoft Office 2013 32 bit mode. The OS is Windows 10 Pro I attempted to download and install the 32 bit version of the Zoho plug-in for Microsoft Office 2010/2013/2016. I get the error message: Looks like you have downloaded the wrong exe, this 32 bit exe is not supported by your Microsoft Office. Would you like to download the right exe? I tried the 64-bit version as well but that did not work either giving the similar error message for the 64 bit version. I had some trouble
Why does deleting emails in zoho mail also deletes them in CRM?
I use Zoho Mail as well as Zoho CRM and would like to be able to save emails in the CRM, but not necessarily in the mail app. Is there a setting I could change in the mail app that will allow me to delete the emails in that app and still have them saved in the CRM? I imagine there is, however I am not sure how I would do it.
Why not build in Zoho Campaigns into CRM directly?
With CRM's new email template interface and overall interface, why doesn't Zoho just build Campaigns directly in CRM? Right now the integration between CRM/Campaigns is poor, plus Campaigns has an old UI. We already do enough mass mailing and autoresponders to have some sort of robust Campaigns app built in. Thoughts? Plans?
"Convert Lead mapping" error
Dear Sirs With the new version of ZOHO CRM once we do a conversion from a LEAD to a CONTACT the surname is lost. In the "Convert Lead mapping" the "Last name" value in the LEAD is not mapped to the "Last name" value in the CONTACT. We have converted thousands of Leads into Contacts in the previous ZOHO version and everything was ok in this mapping. Another problem is that in the "Convert Lead mapping" I can not edit the "Last name" mapping Waiting your news, yours sincerely Federico Castello
View your notes as you present - Presenter View on Zoho Show.
Do you spend a large part of your professional life creating and delivering presentations? And, would like to make all of them a truly great presentation experience? See what we have for you to deliver a flawless presentation. Zoho Show's "Presenter View": The "Presenter View" is a dual window feature that let's you display your slides effectively to the audience on a projector screen (The Audience Window). As you present, you can quickly refer to the titbits, track the time spent on your slide,
work flow script - attachments
in my script I need to check at workflow script , if a task having an attachment (number of attachments, file name and its sizes). please explain how the attachments can be fetched in code? Amnon
update product states base on value in quote
Is it possible to update status in production when status in quote updated. Pls adv
Mapping
Can you extract clients locality from Zoho and put into a map to view them geographically?
auto assign rule
Is there a way to create a rule to assign a ticked once received to a particular product based on the email subject Thank
Need help, can't save my feedbacks
Hello, In zoho crm, when i write a feedback, I can't save it, the button "save" doesn't work. What can I do ??
Macbook calendar sync
Hello Team, Wondering if you can help me? Having a bit of trouble adding my Zoho mail account to my Macbook calendar to send meeting invites... Anyone feel like being a legend and helping me out? Thanks, Mark
Can't access mail from outlook
Hello Since friday when I try to access office@gensoft.bg from outlook I get message "Your e-mail server rejected your login". I didn't change the password or the settings and I can access office@gensoft.bg from mail.zoho.com In saturday I got this mail: "Dear User, We regret to inform you that your email incoming has been blocked and you will not be able to receive further emails.Your POP accounts have been disabled and you will not receive emails in your POP accounts also.This was done in accordance
74.201.84.163 has been blacklisted by sorbs.net
Hello, (One of) your ip addresses has been blacklisted by sorbs.net. Below is an excerpt from their website. Summary information for 74.201.84.163/32 Note: Times shown are for the latest entry only! Found 2 network entries and 0 host/domain entries. Problem Entries, (listings will cause email problems.) 13 "Spam" entries [15:05:26 10 Oct 2016 GMT+00]. 1 "Virus" entries [05:45:01 03 Dec 2015 GMT+00]. Wil you take measures for unblocking this please ? It's pretty awkward that I cannot send
Unable to send message;Reason:550 5.4.6 Mail rate exceeded limit
Hi I am very concerned that my email account has been blocked. I need to regularly send emails out to members of my organisation as I have to keep them informed of forthcoming events and activities that are of importance to them. I am most certainly not sending out spam email as I have permission to contact these people and there are times when this will occur on a daily basis. I deliberately chose to use Zoho email as I wanted to specifically to be able to do this and I am disappointed to find
domain already exists
Hi There. I'm trying to add my domain forrentottawa(dot)ca but I'm getting the domain already exists. I think this could be because I tried adding the domain previously but was unsuccessful and its somehow registered in the system. Could you please assist?
Mail rate exceeded limit
Hi Admin, I just got an email that outgoing has been blocked due to Mail Rates Exceeded Limit. Please unblock to me send back all this email. Urgent. MY Email : info@edek.org.cy Thanks Regards, Maria
Outgoing emails blocked
One m my email accounts has had outgoing emails blocked, and I can't see any reason why, or how to unblock it. Any help would be most appreciated.
Wish to send a SINGLE email on a single set date (compose NOW but send LATER).
I simply want a SINGLE email to have a "send on date/time" function from within Zoho. For instance for a "thank you" on a particular date to be composed and scheduled at the time of the order. Or, a "we will see you next week" to be sent on a certain date. I'm looking for Zoho functionality like I have found on my mac mail through the program called "SendLater" by ChugwaSoft (http://www.chungwasoft.com/sendlater/) but within Zoho...
Mark SalesSignals as read
Hi, how to I mark all my salessignals as read? I have 113 now and I don't really want to click on each one :) thanks! Umberto
Signature field on crm
Hi. Is there any plan to have the signature field as zoho creator to the zoho crm?
issue with event host
One of our users is having the following issue, When he goes to schedule a meeting another users name is the default "host" when he changes the "host" to his name it will not allow him the schedule the event. As a work around he is inviting himself to the meetings . . . . we'd like to resolve the issue. I looked for a default meeting host setting and could not locate one. Any suggestions would be appreciated, btw this user is our owner . . . .
Unable to post notes on contacts Zoho CRM
Hi, I'm unable to post notes on my Zoho CRM contacts. It does't happen with all of them, but with half of the notes we try to post. When we try to posts it, it only appears a grey box with the picture of the agent beside, but the note gets deleted, How can we fix it? I attach a photo of the note not posted in case it helps. The mistake would be for the third comment.
Zoho changed settings on my Dashboard in the new UI without my permission
It is not just the visuals that Zoho changed. I have Dashboards setup and they were altered for the new version. For example, in the old version, I have dashboards of "Vertical Bar - Stacked to 100%" setup. On the transition to the new UI, they were all changed to "Vertical Bar - Stacked" with an overlay of dollar amounts over the bars. When you do a UI change, you should NEVER change the data and settings your customers are used to. This is a HUGE problem.
Zoho Guru needed....help please
www.shopvictoriasolutions.ca and www.shopvictoria.ca is moving to Zoho...we need someone to consult with us on an ongoing basis to help us set up both CRM and Projects to meet our needs. We can't afford really expensive help....but we pay ongoing a reasonable fee for your expertise. We need help in the correct set up for our needs, our ability to track back end help with projects, our sales staff full tracking of our products (interested and sold), competitor knowledge etc. And then finally reporting...how
Color and/or blink of fields depending on their value
Hello That would be useful to add some color that could be green for a "true" value for ex or taking a specific color for a specific content of a value in a pick up list. If not possible make it "blink". thanks
How to filter null values in Zoho CRM REST API?
Hi there, Lets say if I want to filter some column with empty value. If the column is a normal column, I mean not a predefined column. Then this works: https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?scope=crmapi&newFormat=2&authtoken=myaccesstoken&criteria=(Billing Code:"") But if it's a predefined column, then we need to use getSearchRecordsByPDC function, right? But this doesn't work: https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecordsByPDC?scope=crmapi&authtoken=myaccesstoken&searchColumn=email&searchValue=""
HOW DO WE RESEND AN INVITE TO A USER?
I have searched EVERYWHERE looking for how to RESEND an invite to a user. I find it hard to believe that this question has not been asked! HELP!
Adjusting VAT
Hello, When I enter an expense under Banking - Add A Transaction, it allows me to adjust the tax amount. However, when I set up an Expense or a Recurring Expense, I can't make an adjustment to the tax calculated by Zoho Books. Could you please change it so that tax adjustments are available in Expenses and Recurring Expenses? Thanks and best regards, Mark
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