Newb question re. CRM integrations
I am looking at using Zoho CRM at the hub of my new business. I am in the UK and new business is a service model business. Acquire new customer Install product at customers property Schedule annual maintenance visit Service calls when requiredI currently have Google apps for small business and a spreadsheet but before things start to get much busier I am trying to implement the correct systems now to avoid headaches in the future. So, basically I need to understand what Zoho can do for me. Here's
Custom Module
When you create a new section in a module and name it Primary Contact it changes it to Super Admin when you view a record - Just FYI. Thanks, Joe
Problem to embed a job listin page
Hello! i've been trying to embed a job listing page to my website following the instructions but i havent been able to do it cuz i need a not an URL. There is anyone who knows another option or way to do it? Thank you! Th
Candidate webform
Hi, I have embedded a candidate form within my website so that candidates can register directly from the site http://marshallwells.zohosites.com/current-vacancies.html the problem is is that once submitted the candidate does not receive an email to confirm the email address and to obtain their password..... is there a rule that can be created where when the candidate registers that they receive an email to confirm that there email address is correct and obtain their password? Thanks
Incoming Mail Not working
Dear Sir, I cant receive the incoming messages,kindly help. Thanks & Regards VIVEK VINAYARAJ 9633960308 | 8089025143
Zoho Recruit - Reports
Essentially, I’m trying to run a report that will allow me to determine how many candidates I need to submit to a position, in order to get a placement. The way I’d like to see that is as follows: Client Name Posting Title # of Positions # of Candidates Associated to the position # of Candidates Submitted to client for the position # of Interviews resulting from those Submittals #
3 weeks of problems and still counting.
I have to say that Zoho has the worst customer service, I have ever encountered. For about 3 weeks now we have been unable to use our Zoho Recruit. We have sent emails explaining the problems and asking for help yet we have not received a single response from them. There is no customer service number to call and the only number I could find on the web was a joke. The calls kept dropping. I would like to confirm from Zoho if this is a subtle way of telling my organisation to go find another service
Quote sums aren't accurate
One of my sales people produced a quote, and the sum isn't accurate. There is no discount applied, no tax. There are 3 items in the quote, and the total quote amount is off by a seemingly random $27. Any ideas? Never seen this before.
Problem with Resume Inbox Parsing in zoho recruit enterprise trail version.
I have signed with zoho recruit enterprise trail version. I am facing problem with resume inbox in zoho recruit. When i send a mail attached with resume to resume inbox in zoho recruit that is not parsed and not create a record in candidate module in zoho recruit.I already mapping the parsing setting fields in my resume inbox but it is not created record in candidate module. I mentioned my email subject with reference job id but it is not created record in candidate module. my subject like this : Job
How are attachments linked to Candidate Files?
I'm trying to determine how Zoho attachments are linked to a candidate file. The files are named in a way that is confusing me in terms of how the data is linked. Would you please elaborate on the method used? Thanks!
Suggestion for auto format of phone numbers when entered
When the phone numbers are entered for US, if they could be formatted with parentheses or dashes?
How do you change the fields displayed when you click "view detail" of associated candidates on a job opening?
I've created a custom field, which I can view under the Associated Candidates section of a job opening page. I would like to be able to see that custom field when I view all candidates after clicking "view detail" at the top of the job opening , when that quick view window pops up. I want my custom field to show up on the right panel of this window with the other Basic Info. How do I customize the fields of this window? Any assistance is appreciated!
inforomation of the web forms are not captured in the candidates list
The following form when we upload information it does not send to candidates page?!
Add new email
I need to add a new email address but I can't, can you help me? I enter the new addres and use my current password, but I get a message saying the password is not correct.
Change fiel $ in Job Opening
I need to change field $ in job opening. But I don't know where to include the new data. do you help me please.
Zoho Recruit Candidate Form
Can I change the 'required' fields of the candidate form?
Integration with third party websites
We have a Naukri.com account, our own Website with a careers section and a website for Infopark Kochi which has a job posting section. Can I integrate all three of this with Zoho recruit so that when I create a job within ZR it can be pushed to all the above three platforms? Similarly, when resumes are submitted through our website, can it automatically come to ZR as well?
Candidate Form Missing
I have already called Zoho Support and tried to get it figured out. I was told my question had to be answered by CRM and I would be called back because they were busy. I called last week and still have received no response. I called again just now, but decided to post here as well. I am wondering if someone here has a suggestion. To apply to work for our agency, candidates have to fill out a preliminary application. I had a candidate call this morning and say they were unable to fill out the application
NO Social Tab
New user to Zoho Recruit. I do not have a social tab, and there is no 'social tab' in 'Manage Modules' that I can add. Please can you help.
Website Integration
Hi there, We're having major integration issues with jobs pulling through to our website. Some vacancies are not appearing on the API feed, please can this be investigated as a matter of urgency? Additionally please can we add a flexible textbox field for salary details as the existing inflexible salary brackets without currency symbol is not fit for purpose! Many thanks for your help with this. I look forward to hearing form you. Kind regards, Emily Bruce 07717 664748
Outlook Plugin Signin error
Not able to log in with the Outlook plugin using my log in credentials. Can you please resolve the issue, as I am using the same username and password to log in to zoho. Screen shot attached for reference.
email export
How do I export an email list?
We cant schedule interview for multiple candidates in the new edition via the job opening module
In the previous edition, we could schedule interviews for multiple candidates in the job openings module, by clicking the job opening, select multiple candidates and schedule for interviews We will like to request for illustration on how to schedule interviews for multiple candidates in the new edition through job opening module and selecting candidates.
Add rows form
How candidate add rows in the form??
upgrade to 2 users
hello I've tried to upgrade with the new version of zoho but cant I've received the steps from the support team, however they are telling me to click on standard plan and choose to add user. If I put my mouse on top, it doesn't give me the option.
Fetch record Issue
Having trouble fetching a record. In Short: I have Form 1 - Material Type Field - Material_Type Field - Material_Type_Code Form 2 - Material 0.2 Field - Material_Type - (Look up to form 1) In-Line Sub Form - Material in in-Line Sub Form - Material out Field - Available - Calc of ((Material in*n) - (Material out*n)) Form 3 - Order Tickets Field - Material_Type (Look up to Form 1) Field - Available - (Material available from form 2) some
Can I add ALL my contacts to anti-spam whitelist ?
Pretty cumbersome to do address by address (or even one screen at a time.) Is there a way to add all contacts to whitelist ?
Issues trying to add notes through the API
Greetings, I have some issues adding notes to Leads using the API (as shown in Insert notes and relate to the primary module ) I'm using curl with PHP to add a lead, and in the response I get the lead ID. After that, I'm trying to make another call to add a note and I use that ID from the previous response as the entityId for the note. I get a 'Record(s) added successfully' response in both requests, but I don't see the note set to that Lead. I've searched around the forums and I've seen some people
All Mail sent goes to SPAM (gmail and hotmail)
Hi, I use email templates to send price estimates to my leads. But recently all mail that is send via zoho goes to spam for gmail and hotmail users maybe others as well I use Google apps for my mail system and have v=spf1 include:_spf.google.com ~all and v=spf1 mx include:zoho.com ~all in my DNS but all still goes to SPAM If i send the exact same mail not using ZOHO it does NOT go to spam. What can i do please help.
Is there a more detailed explanation for what the DKIM txt record should look like ?
The Help info for setting up a DKIM is pretty sparse. (attached below.) Could someone provide, or point me to, a simple but specific example of what my TXT record should look like / how I generate a public key. Here is what the HELP info has. Thank you. Add the domain key to your domain's DNS records: 1. Login to your DNS manager page. 2. Goto the page from which you can update the DNS records. 3. Create a TXT record with the name as selector's name and value as TXT record value. For
Column Width - serious thing here....
When I'm looking at my Accounts or Leads, I have several Columns with different widths and the system determines the width by its Field Name. P.e. Name | Customer ID | Last Services Adjudication Date | Services Type ------------------------------------------------------------------------------------------ John........ |...1..............|...10/10/2007.............................| Normal Steven......|..................|..................................................| Robertson..|.................|.................................................|
How to assign multiple people to a project.
Hello, I have 140 people in my organization. I have created a generic project for Project Management and want all people to be part of it as it will contain tasks like presales, training, support etc. How can i assign multiple people in shortest time. I cant add people 1-by-1 as it will take too much of time. Regards Vishal
Repeatable sections within Web Form
Within recruiter and the web forms, can we have a "repeatable" or "subform" area?
Why are my BCC emails not showing against my leads?
Hi, Recently any emails I've written through Microsoft Outlook using the BCC address haven't pulled through to my leads - helps please. Thanks Kasia
How can I use Zoho to create a referral system
Hi, I am launching a web platform and I would like to encourage my customers to refer my platform to their friends. How can I use Zoho to encourage that ? and if Zoho does not handle that kind of system, which system could I use to do it ? Many thanks in advance
reports on notes
It shoul very interesting to can make reports on the notes. We use notes to add the calls and interventions that we do with the customers. I want to have a reports of all the latest notes that has been make so I can see what the employees has done Luc Huyghe
not able to add user
I am not able to user. It is showing that user alreday exists. My super sdmin account is admin@investdunia.com. i want to add sumankgayen@investdunia.com. Please help.
New Mail with CRM Contacts
The Old Mail interface would allow you to start typing a contact name and it would pull up a list of emails from my Zoho CRM. The New Mail interface seems to only be able to pull up Contact list from the resident Mail Contact section only. Is there a setting to change this to pull from Zoho CRM contacts?
PST migration tool
Hello I need PST migration tool to migrate emails from PST. Kindly send me tool and guide me, how to do this process. Thank You.
Projects Documents: Is there a way to link to a Google Doc vs, Importing it?
In the Document Section of Projects I know there is an option to IMPORT a copy of theGoogle Doc, however by doing so, the imported Google Doc will not be in sync with the original document in Google. Is there a way to just Import a link that points to the file in Google Docs? The user could then just click on the link to view or edit the actual Google Doc ?
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