Problem with image in signature block
I found the exact same issue in the forums from 7 years ago!!!!!! Put a company logo into the signature as is normal - resize looks perfect but when an email comes back your logo is huge - i mean more than the width fo the email page and looks terrible, the worst thing it then appears to be copied out to receivers so looks unprofessional. Can this be resolved especially if a 7 year issue? Thanks in advance jeff
Automatically add Terms of Service into the Invoice, and Add footer informations.
Hello ! I have 2 questions : - I would like to know how it's possible to add a "Terms of Service" section displayed on the page after the invoice (I don't want it attached, or just after the invoice informations). - How is it possible to add footer informations in small characters like VAT number, Company adresse, phone number... (i'm using the "simple" template) Thanks a lot ! Quentin.
customize invoice template
Hi Zoho… Your invoice software is running great for me… I’m all definite to buy it when I hit my 25 Customer limit For the moment, I just can’t figure one small thing… want to customize my template to this Screenshot… can you please guide me how I would do it ?
How do I retain an agent assigned to a ticket when moving it from one department to another?
I have an agent in two departments. When I move a ticket from one to another, the agent assigned is unassigned and the ticket is left unassigned. How do I keep the same agent assigned.?
New look - Website templates ideas..
Dear Team: As you may know now ppl would like to look at website in the way such as templates as: - https://www.zoho.com/crm/ - or http://linxhq.com/main/ - ... (many others, as https://www.manageengine.com/events/2016/userconf/new-jersey.html?utm_source=me-index&utm_medium=homepage-banner&utm_term=me-userconf&utm_campaign=newjersey ... ) Can Zoho Sites to support these themes? It would be great if we can do it with Zoho Sites instead of other tools! Thanks! - Hau
Limit agent access to tickets
I have beginning level agents who I want to ONLY SEE tickets that have already been assigned to them. I don't want them to see any unassigned tickets. I have a custom filter so they can filter for just their tickets, but I cannot tell in Profiles how to limit access to only these. Is this possible? thank you Jim
Forecasts - Job filled data
Hello, when we fill a job openning we set the rate and everything but it doesnt show in forecast reports. Do you have sugestion what we do wrong? Thanks. Lukas
How to Add a Product Category ?
Actually, by default, when i select NEW PRODUCT, in the dropdown combo box "Product Category" i have trhee only elements: Software, Hardware, CRM Applications. How/Where can I delete them and Add my own personal Product Categories ? Thanks a lot in advance for your reply.
Batch-categorize expenses
Sometimes my credit card has hundreds even thousands of expense items per month. In that scenario, I need to batch-process the transactions, categorize the expenses, assign tax codes etc. I don't see that now; I can only do individual processing. Can you add this functionality?
Importing tasks
Can I import a list of tasks or calls or emails or Direct mail into ZOHO that were completed outside the system?
Importing Notes Issues
a) Import by Parententity Id of Notes either doesn't work properly. With a Zoho ID like zcrm_1891782000000144069 it just fails with no useful feedback. So I must do separate file imports for account notes, contact notes, opportunity notes and lead notes. These need to match by name and some people have the same name. b) I've specified the original user email that created the note but they all show as being created / modified by me.
Import Notes from CRM conversion process
I am trying to convert from ACT! to ZoHo, and have the data exported from ACT! into csv files - Contacts, Notes, History, etc. I have imported Contacts successfully into ZoHo, then exported them from ZoHo to get the ID. That ZoHoID then was "merged" with the Notes csv file and I then tried to import the Notes into ZoHo. No errors were reported on the import, but nothing is getting imported. How can I diagnose what is wrong? Richard Brust http://www.rbrdatasolutions.com
Add a currency field to the products
We use Zoho enterprise. Our products have pricing per currency. We would like to see the currency field appear when adding a product. When a quote or invoice is then added (where a person is able to select a currency) the quote or invoice would then do the correct conversion instead of relying on just 1 base currency. This means we can add products per currency instead of a product across the entire group.
All mail to Outlook.com & Hotmail.com goes direct to spam
I have set up SPF & DKIM correctly. Headers show that both pass but hotmail.com and outlook.com will only inbox my email if I have sending address in contacts. Is there anyway to fix this? Here are headers with personal details omitted: x-store-info:CnuewmGKkJzNjuOw4Ko28wB3rXpWYbsxTq8bIGVpexrHElChSnFXl4HOLfKe50I7CTDoinSix34qauKStsYdSSMpIA3OfDGhdRkAZtUNotl1rcntSL9gQH6aCm+cTNY3nhRylACwB70=
Authentication-Results: hotmail.com; spf=pass (sender IP is 74.201.84.163) smtp.mailfrom=x@x.x; dkim=pass header.d=x.x;
mail delivery failure error
Hi there, Clients are experiencing difficulty sending email to my domain email address: shop@wondercult.com. I've read through a few other threads and it looks like this is common. Can you please advise? Thanks for all your help, Carly
I can not verify my domain at Godaddy
I have made verification methods, but I have not been able to verify my domain efectioro.com. Do you could indicate me what can I do? I do not have hosting to try the TXT mode.
Portuguese language Brazil
We have many customers who are changing their platforms to use Zoho, but not take Portiguês Brazil is disappointing to all. Are there any plans for the language-Portuguese Brazil start to actually function? We try to use the old version of zoho that worked very well, but for new accounts have no option to go back to the old version which is a shame.
CRM Email
Hello - I would like to propose drag and drop file upload functionality for the CRM Mail feature. I'm sure I'm not alone in having a use for such a feature.
account disabled
I have been having difficulty setting up my mail account with my domain name (toricsconcepts.com). While in the process, i keep getting an error message that account is disabled. I need help
What goes into Lead Id (etc.) fields when migrating from another CRM?
Hi, I am attempting to start migrating my company's data from another CRM. First question: when testing Lead import, the UI is asking for "Lead Id". This is a required field. What is it supposed to be loaded with since I do not have any kind of internal or external identifier for this field? I would assume that other modules will have similarly named Id fields. Thanks, Jennifer
Error - Delivery Options
(STILL WITHOUT AN ANSWER)Good afternoon, my name is Barbara. I would like to talk about an error thats is occurring while I try to fill the post office mode (in Brazil, we call "modo de entrega" you can try to translate if you does not understand). The option is selected and saved, but it does not appear in the final document. We need some help to solve this, because we've tried all the options and buttons and it did not work.
Trouble with Sender Address in Campaigsn
Hi, For some reason I cannot change the Sender Adress of my email campaign. Even though I enabled the privilege under Settings tab —>Manage Users —>Privilege —>Use Sender/Reply to Address —>All users -->Save, no changes. It only shows my email address as an option and as soon as I try to enter another address (info@...) it gives me this error, see screen shot
Delete contacts
Hello, It is possible delete mass contacts from campaigns failures to CRM? What I want to do: catch the contacts of canceled campaigns and deletes them directly in the contact list of campaigns and CRM. It's possible? Or you have to delete one by one? Thanks
Why is there so much empty space at the top of my survey form (Title and Logo set to "hide")
Why is there so much empty space at the top of my Survey form when I set the Logo, Title and Progress bar to "hide".... Even with form border set to 0 in customization the space is still there. Example:
custom module of type "person"
I have created a custom module that lists a special category of individuals. I want them to be recognised as "people" but the data that I need to gather on them is so different from normal contact/lead data that I created a different category - hence the custom module. Now I want to create some tasks associated with those new people in the custom module. Please see the attached screen shot. All my custom modules show up on the left hand side drop down menu (currently showing Hall/Agent). Is there
different logo for multiple applications
I will have multiple applications in one acccount I manage them for different companies. They all need their own logo. How can I add a logo to one application and a different logo to another application all within the same zoho account?
Zoho Form /Screen input.. Lead, Contact, Account forms "click on field" to edit Vs. "click EDIT" to edit to field.
I would like a Zoho enhancement to the screen /form field edit function... option for "double click on the field" to start the edit process Vs. clicking on the "edit" option for each field. Sales Force has the options to enter "field edit mode" by double clicking on the form /screen field, or click on form /screen edit to edit all fields. *Saves looking for and clicking on the "edit" pop up when wanting to simply edit a filed. David Yoches
Any plans of Zapier integration?
The CRM already does this. If projects did, it would be huge!!! https://zapier.com/developer/
Cannot log-in, says "Account Inactive"
Hello, I am also having this issue with my students' accounts. On Friday I had 32 students sign up to zoho however today none of them can access it, it says that their accounts are inactive. Perhaps we are having the problem based on our network? We are in China and I am teaching 12th grade computing. My students need to work on a document collaboratively and I've been using zoho for years to do so and never had this problem before. Any help would be greatly appreciated. An example of one of
Candidate Searches
Hi there, Can anyone help me with a simple search question. Where do I search on "Attached Resume/CV"? I am not sure how to do an Advanced Search in the new version. Any help much appreciated, Chris Nicholas
Email not getting to our account
I know others have posted on this topic but the official response seems to be that it's resolved, and it's not.... Just got this back from our vendor: This is a MIME-formatted message. Portions of this message may be unreadable without a MIME-capable mail program. --9B095B5ADSN=_01D19194D7AFE030000005F1visitor.id?visit Content-Type: text/plain; charset=unicode-1-1-utf-7 This is an automatically generated Delivery Status Notification. Delivery to the following recipients failed. shelby@whatnessww.com
Read-only field authorization reset after downgrade
Hi, I have downgraded from enterprise to professional and it seems like some field-level authorizations have not been reset. How can I reset these authorizations. Regards.
Customising standard reports
there is a fantastic report called 'Converted Leads' - it measures the number of leads that have been converted to a company and contact from the 'Lead Created Time'. So I can look back at all leads that came in a particular month e.g. last September and see what percentage are converted to Companies and Contacts over time. Unfortunately it is a system report and the Help Desk says it can't be duplicated or edited. It would be great to add at least a Sales Amount column and add it up. Or even work
Cannot See All Fields for a Lead
I uploaded my list and all the fields are mapped. But I can't see all the information for each lead. For example, Title, State, Website etc. do not appear. Only Name Company, Email and Phone.
Zoho Invoice use if I already have ZOHO CRM?
I have an account in Zoho CRM, which I pay every month, in order to use Zoho Invoice do I need to pay extra or the monthly CRM can cover invoices and other features of ZOHO?
How to: Change skype parameter in lead dataset to tel
Hello, is it possible to change the Skype-functionality in the Lead and Contacts datasets? At the of the phone number zoho adds "?call" which make the calling functionality useless if you are using a VoIP client instead of Skype. Can this "?call" parameter be deleted in the template? Thanks for your help and excuse my bad english.
How can I give my web developer user permission to credit web forms & other web site related intergration
I want to be able to give my web developer permission to create web forms for our website so it'll post directly into our CRM. Is there a way I can create a user account for him so he only has access to do that, I dont want them to have access to our data.
Calculation of Values
Calculating values from 2 forms I have searched high and low for examples on how to calculate values from multiple forms. Im trying to calculate a running total from a staring balance field + deposit amount field + withdrawal field from 3 forms and display it in a Control Page, im in the process of creating an application that hopefully i can roll out to many members in the future and the formula above is an example of how majority of my field values are calculated. If i can get an example then it
Deleting primary fields when creating a new tab
Hello All! I'm actually trying to create something new using the Zoho platform and I'm facing some difficulties. What I am trying to do is to create a completly new database totally diffrent from the one proposed by Zoho. I've managed to create a new tabs and I understand how to put customize fields. The only thing is, when you create a new tab, there's a field with a automaticly generated name that is locked. I want to get rid of it since the name doesn't fit with my needs. Is there some
Sending email to contacts in a company
I am trying to figure out how can i send a email to like 10 contacts that are within one company ? Can someone help me with this ?
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