How to bill for multiple timed projects at a fixed cost?
I have several projects for a client that are set up in the time sheets section. I would like to bill for all of these projects at once. This does not show up when I go to create an invoice: The link "include unbilled projects" just below the item table. How would I bill for these projects at one time?
cannot add crm user to campaigns
Hi, I want to add a CRM user aneta.suchankova@posam.cz to Campaigns, but I get the following error message: This email address has been already used in some other organization. So you cannot add/invite this user Thanks for help. Petr
Unable to input more than one character in fields under Account section
Does anyone know why we can only type one character in various fields when in the Account section. We can input data fine under all the other sections such as Leads and Contacts, so it seems really strange.
Can anyone help with importing .xls files to CRM? It has worked previously
I am using the free version of CRM with 9 users. About 8 weeks ago I managed to import successfully 250 records from an Excel file. Today I cannot get the import feature to work and there are no error messages. I have tried .xls and .xlsx Both files have less than 1000 rows and are less than 5MB.
Create a Contact view based on Campaign Member Status
Hi, I'm looking to create a view that shows all contacts that have opened an email from a campaign which is indicated by the Member Status field under the Campaign section of the contact. This field is not able to be selected as the criteria for a view, is there a workaround for this? Thanks
Spam filter not working
In the last weeks the Zoho spam filter is not working. I am getting bombarded by spam just in the last few weeks, I am reading here about blocked domains and such but that is not how antispam is supposed to work as it is simple to defeat such things. Antispam that works uses a Bayes algorithm that is built up as people report spam. So is that system not working? Can someone at Zoho verify that they do not have a problem with their system? Who does Zoho use for a spam filter? It should be a system
"File Should Not Contain More Than (x) Rows" -Help
Hi. No matter what I do, no matter what I am uploading, regardless of how many rows there actually are, all I ever get when trying to upload new contacts into the CRM system, it tells me that the "File Should Not Contain More Than (x) Rows." Can anyone help? I am trying to upload (maximum) 30 contacts at this time. I have uploaded more and less before, but now something is not working. It could be me that is not working properly and I have overlooked something, but I could do with a bit a help. Thanks.
email groups
I have just signed up and cannot find anyway of creating groups of email addresses for contacts who I regularly email. In my gmail account, I have one group of 11 I email once a month. Some contacts are in more than one group. I'm in the professional crm trial. How do I set this up in my Zoho mail? I've spent hours trying to figure this simple task out, help! David Jones
Need to sum up a few potential fields into Amount
I want to break down a Potential's total amount into a few different components upon entry/editing, then have this automatically sum up to the "amount" field and make it non-editable. Do I create a new "amount" field and have to rewrite all the opportunity reports that use current amount field, or is there a better way via a custom function to do this?
Email parse not working.
I can't get my mailbox to parse the resumes. I've followed the instructions. I see the resumes in my inbox, but they are not being parsed into candidates. In reports, I see no successes or failures.
New Zoho Recruit Not able to delete notes or send emails
Now we are having problems with Zoho recruit not being able to send emails or delete notes. Trying to hit the send email button or the trash can to delete a note does not work. It only sits there with no action taken.
Request for change in Menu Tab - Change COMPLAINT to TICKET
The complaint seems to be too offensive even for a small info and now-a-days many companies are now calling the same as ticket. For example: Ticket with Subject: xxx is raised by yyy to zzz department.
Move from lead to account
It makes sense that a lead or prospect would become an account or customer but I cannot see how to transition the information without re-creating the file. Any answers?
Help getting the landing page URL on webform to work
My website is built in Business Catalyst. I have created a webform to lead and placed it successfully onto a page. It is delivering data into Zoho. The problems is with the landing page URL I have created a page on my website and used that URL But when I test it, I get a browser (firefox and chrome) error saying that the connection is not secure. Firefox then says that the error is "about an invalid security certificate. The certificate is only valid for the following names: *.worldsecuresystems.com,
Call that lasted 64 minutes only marked as 04 minutes
Phone call that was recorded via the Zoho Phone Bridge for Ring central that lasted 64 minutes marked it as 04 minute call and cannot edit it.
Repair Damage OST File
To repair OST file and convert OST to PST file with the help of OST Recovery Tool which really great solution to makes offline OST to PST file.This software stly works on my damage OST file that made me able to view unreadable OST file into readable format easily. This successfully software save OST file data into different formats like: OST to EML,MSG, HTML and PST also. See full info :- http://www.undeletepcfiles.com/ost-recovery-tool.html
Field Types of 'Image Upload' and 'File Upload'
In looking at Help for Recruit, It shows that I should be able to add fields of type 'Image Upload' and 'File Upload' with Paid edition. I do not see either of these fields in my Paid edition. Here is your Help Link that shows that: https://www.zoho.com/recruit/help/help-customize-add-fields.html
New Zoho Recruit: Not possible to edit Candidate E-mail Templates
During the integration from old to new Zoho recruit the layout of my candidate e-mail templates did not transfer well. When going to setup and then choosing to edit the relative template an instruction of "loading" appears but this just hangs and hangs and hangs and so far the template has not loaded. I look forward to your advise about this issue.
NEW ZOHO ACCOUNT not user-friendly
Candidates can not apply on zoho via our website through zoho.
Filter and Pagination Properties
Hi Team, Is there any API calls or any other methods are available to achieve the filter and pagination property on the Zoho objects??? In Zoho API Developer Guide i couldn't find any API calls to achieve this.Please let me know if anything is available.
I can't see the Live Chat Option
I used to be able to see the Live Chat option within Zoho CRM, however, I can't see this any more. Please assist.
Lead coming in from Zoho Survey not following lead assignment rule
I just wanted to confirm that a form that is submitted via Zoho Survey "qualifies" to trigger a Lead Assignment rule in the CRM? ...it does not seem to be so....a Survey is submitted with a hidden custom variable that populates the "Company Name" with something like: CHANGE ME I then set up a lead assignment rule that says: if a lead has "CHANGE ME" as company name, assign to UserX. The problem, it is not being assigned to UserX, it is being assigned to the person who created the Survey. I <could>
How do I associate a candidate to a job opening in new version?
I've been using the old version of Zoho Recruit for a long time, associating candidates to job openings, no problem, but in the new version I've no idea what's going on. I'm being asked to add "Criteria Component"? Please explain how to simply associate a candidate to a job opening like in the previous version.
Is it possible to restrict portal users from viewing email threads?
I would like portal users to be able to see the status of a ticket, but not all of the emails associated to a ticket (as there may be internal communications that I would rather not have the customer seeing). This doesn't seem to be currently possible, but this would be a nice addition. Perhaps like the "eye" icon for the comments. All emails in the thread could be "turned off" by default, and only those which were "enabled" could then be viewed by the portal user. Since I've just learned that the
Announcing support for Email Templates and Webhooks - Zoho BugTracker
We are pleased to announce the support for Email Templates and Webhooks in Zoho BugTracker. They allow you to capture and handle real-time events related to bugs in your project efficiently. Email Templates Till date, you haven't been able to customize the structure of notification mails for various actions on bugs. Mails were sent using default templates only. Now, you have the liberty to create your own Email templates. Here, you can freeze your
Screen is blank when I click on ticket link
There are a couple of tickets that when clicked, return a blank screen. Please see video for details. http://www.screencast.com/t/Ml6eyAwowz
candidate review form
The link in the candidate review rapport does not work https://recruit.zoho.com/recruit/CandidateReview.na?crmdigest=92b6d03407ec9b9327ddc5e8900e4ddf44c4def76c9d32d62939849282e6f44c41153aff03f36b24d3024a03d6b2049c9cf27054aa5a5f94c27fc532fa9b956892c4d3cb7fc87e2140c019edc5250b42e05b53c8c46d0af2c5c8171fed14ef89&locale=null
Cannot Send Emails
I cannot send emails to candidates or contacts from within the database.
Does anyone sync ZOHO crm with MYOB Account Right Live?.
I am specifically looking for the syncing of invoices between Zoho and MYOB. Entering the customer invoices in MYOB and receiving payments in MYOB.
Can Zoho Integration with Mutiple MYOB files
We are an organisation that has 5 different businesses under our umbrella. Each business sells different products but mainly sells to the same group of customers. We would like to set up a CRM whereby you have 1 Account for each customer but enables us to be able to synchronize 5 different MYOB company files depending on what product has been sold. Does anyone know if this is possible?
Adding E-commerce function in client portal
Hello, I had contacted support team for customization of client portal of Zoho books - Option Not available is the answer. - If our hosting is at zoho sites with e-commerce, and we create a client portal for the client, Can we embed the Zoho books client portal - in to e-commerce (zoho's site) client portal? - If not Can we integrate the data from zoho books - client portal to client portal ( we have to design and create - since you guys are not allowing to customize) of zoho sites? Awaiting for
Error when deleting messages (no such primary key)
Hello, I'm getting a message when attempting to delete messages or move messages from my inbox to a folder: "Error when deleting messages (no such primary key)" The messages never clear from my inbox, really (they temporarily clear from the web interface, but are back when refreshing the page). What happened and how can this be resolved?
Message Fields Customization
Is there any way to customize the fields that display at the top of the message list in zoho mail? I find that I frequently need to know the exact time a message was received, and this information becomes hidden as soon as it is no longer the same day that the message was received. Also, I would like to see the actual email address that the message comes from rather than just the entered name. I understand that I can see these things by using "show original" but it is buried in so much other data
Sync data from Campaigns to CRM
Hi team, Some background: When I a run a campaign, I check the report on who's opened it. I have created a custom field in Zoho Campaigns called "Campaign Email Opened", and I run a mass update on all those who have opened the email to update this field. How can I sync this field into a custom field in Zoho CRM Contacts? I've tried making the field text, checkbox & pick list with a required field in Zoho CRM, but when I try to map these in the Campaigns to CRM sync it doesn't let me. Any ideas? Thanks
Downgrading Back to the Free Campaign Version
We ungraded to the paid version of campaigns a while back, but since no longer need that many email contacts. When we tried to downgrade back to the free version of zoho campaigns, the option was not available. How do we get back to the free version of campaigns?
Problem with editing cells
Hi Zoho ladies and gents, I'm having issues with editing spreadsheet cells. If I try to modify existing text or numbers in the top bar as usual, I can't--it just types my new text as if the cell is starting off empty. In other words, let's say my cell read dollrs and I want to add an 'a'. I click where I want to put it and type 'a'. Instead of 'dollars', I just have a Sometimes I can undo and at least save the existing text so I can modify it elsewhere, but much of the time, I end up having to retype
Is it possible to create a DateTime field that has validation?
I.E. We need a DateTime to schedule future events for our staff members. Currently, the DateTime fields are all setup and functioning however, They would like the DateTime to not allow for a day prior to one week in advanced. Is there a way to not allow or to auto update to 1 week from today for the value of the DateTime field? Please, let me know if this is possible.
Customised Send Email Quick Action
Hi, I was wondering if anyone knew if it is possible to create a custom link that uses the "Send Email" quick action link but adds multiple addresses. The quick link is basically https://crm.zoho.com/crm/EntReply.do?action=compose&entId=[contactid]&module=Contacts&entEmail=[contact-email-address]. I have tried various ways to add multiple addresses and they have all failed. Probably not possible but thought I would ask anyway. Thanks, Michael
functie toevoegen
Goedenavond, in de vorige versie van Zoho kon ik zelf de functie invoeren echter met de vernieuwde versie lukt dat niet meer, graag verneem ik hoe ik de functie bij kandidaat toevoegen zelf kan invoeren, nu moet ik uit een lijst kiezen en regelmatig kom ik de functie die ik wens in te voeren niet tegen.
Waiting on Requestor Template
In regards to the status of 'Waiting on Requestor' we would like to modify some of the language on that template. However, when we are under 'Setup'-->'Templates' we do not see a template to modify for this status change. Where can we find this template to update the language on the template that is sent to users when a ticket is applied with the status of 'Waiting on Requestor'.
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