Edit model Invoice (xml/html)
Hello everyone ! Thank you to the Zoho team for this superb applications. I try to modify an Invoice template. I added 3 custom fields (Text). How is it possible to change the layout of the fields ? Aligned on a line, rather than column. I find only old posts about it. But, the edit tool function xml/html seems no longer available. So, how to do ? Thank you for your support ;-) Best regards, Guy-Laurent
Editing Recurring Tasks
Editing Recurring Tasks: I'd like to be able to edit recrurring tasks in a manner similar to Outlook (where the repeat pattern, etc. can be altered). I setup recurring calls so that I eventually get to speak with a candidate--Once I speak with them, I like to change the frequency of contact. Currently I have to delete up to 20 recurring events and then create a new series with the desired frequency. Initially, I try to setup 24 months of recurring calls so that I eventually connect with them--it's
Candidate Form
Hi - Is there any way of sending the Hiring Manager a copy of the Candidate Application form? I can see that Resume & Covering Letter can be attached but not the details on the candidate form
Email as CC instead of BCC
When I send a mass mail to candidates starting at the candidates tab and add a BCC address so that I can see what the candidate is getting - the email goes out as CC and not BCC i.e. copy instead of blind copy. Please verify and rectify.
Mailbox size nearing quota but only 27% found??
I keep receiving emails stating that the mailbox is nearing quota: Current Storage (including the storage utilized by POP Accounts) : 5,088 MB Allocated Storage : 5,120 MB I followed the steps found here: https://www.zoho.com/mail/help/mailbox-quota.html I deleted all emails previous to Dec 2015. When going through all folders, there's a synopsis of the folder like below, of which can only account for 27% of the quota. (This is the inbox) Storage Details Folder (17%) This account (97%) Allotted (5
My Profile on Careers Portal
When a potential candidate is using the careers portal, signs in and create his profile. The system display the pop-up alert we have created saying thanks for applying for this job. It also sends out an email to the candidate owner saying this peron has applied for a job. basically lots of alerts being sent when someone is only creating their profile not applying for jobs. Any ideas what to do - this is going to get quite confusing. Thanks, Stephen
Reporting
I want to create a report that looks at candidates by job ref. The reporting function in Recruitment is very flat - only lets you report on a single table which isn't very helpful. Any suggestions please?
Email templates
When I send an email using the standard template for an application that has been made via the website. Who does it send the email to if I select; 1. Record Owners email - the person who created the job or the person applying for the job? 2. The Current Users email - the person who created the job or the person applying for the job? Many thx - Stephen
How to delete or rename fields in candidate form
- how do I delete the removed fields that are in the "removed fields" in the Candidate customization- I have reached the 60 field limit and do not know how to rename or delete them to make changes
Deleting the Super Admin account in Zoho CRM/Switching Super Admins
Hi, not sure if this will post twice, but just in case I have a few questions. I'm the CEO of Classtracks. By accident I created two Zoho CRM accounts. Both accounts have two different Super Admin. Currently, my company email is the only active user in the first account and I'm the super admin. The second account has the emails of all my other colleagues and employees. So my questions are: 1. Is there a way to merge the accounts into one account? if so how? 2. If the first option isnt possible,
How to host (registered by Zoho.com) on any other web server?
How to host free domain (registered by Zoho.com) on any other web server?
Redirect
How can I redirect my domain to another web site? I have registered free domain on Zoho.
Removing row in database using the upload script
Hi there - we are running an automatic script from Filemaker to update the Zoho database with our data every 5 minutes...right now I am using the UPDATEADD flag so that I am not uploading duplicate rows and set the ZOHO_MATCHING_COLUMNS flag in the param file. We recently ran into an issue where a row/record was created in Filemaker accidentally, then removed 10 minutes later...so it uploaded into Zoho unfortunately before we caught it. We can remove those manually as needed in Zoho, but is there
Data input for a campaign
I'm currently adding data into a campaign, the problem is every time I update a lead in the campaign it takes me back to the beginning of the campaign and I have to click the arrow until I get back to where I am( currently in the 300's) It's quite frustrating. I've clicked every button and tried everything but regardless of whether I click the "back" button in Zoho or the back button on my web browser, I'm still brought back to the beginning of the campaign
how many times has been openned?
Team, is there any way to see how many times a person open the message? Can't find it. Is a critical information as most of the times the clients just forward to somebody else. We contact first those clients that have a significant amount of openings as they are showing a higher interest (or had forwarded the message to somebody that has). Thanks.
Export Candidates in Search
How do I export candidates after putting in a search string? For example, I searched in my database for candidates with "Dynamics AX" experience. About 3000 candidates came up. How can I export this?
Migration Adds Server & Account (Occasionally), But No Mail Moves After 'Start' Is Selected
Hi guys, been trying to figure out how to fix this all night and early today. I've been having a real difficult time getting my domain hosted Outlook mail to migrate over to Zoho. I've tried IMAP with Server name: imap-mail.outlook.com Port: 993 Encryption method: SSL And providing login details. Several times it rejected it with the phrase "Authentication details provided was rejected by Source server. Kindly provide valid username and password.", but I was able to login to the old email just fine.
Setting up Emailing from Zoho
I'm able to email from a contact in Zoho but when a Colleague tried it he was not able to. What do we need to do to get his computer configured properly? He's using Google Chrome as his browser and gmail for the email.
SMS on New Zoho Recruit not working...
Another issue with the new Zoho Recruit. I'm trying to send an SMS to one of my candidates to let them know about a job interview coming up and I can't click the "Send SMS" button. I click the button and it wont do anything. I click the button above it to send an email and it works fine but not the SMS button. Anything you can do to fix this too??
Can't verify my domain
Hi, I've added the CNAME and TXT record on the DNS 6 days ago and still can't verify my domain, can you please help me? I have my domain registered with godaddy: Attached are the screenshots: Thanks for your help. Iván.
Mass update Account for selected Contacts
Hi, I have a requirement that on a Contacts view you can select some Contacts and then press a custom button that will open a small window where you can select an Account and that account will be set for all selected Contacts. I was searching how can this be done but yet found no way of doing that. With a custom button for example I can open Zoho creator form but how to pass selected Contacts to that form? Or if I create a custom Zoho creator form to use it instead of Contacts view is there a way
Zoho CRM - 'Stage-Probability Mapping'
Hello Within 'Stage-Probability Mapping' I have a numerical value ('Probability' the deal will come through) thats dependant on the value of another variable ('Stage' of the deal). IE: Stage = 1. Opportunity, Probability = 10% Stage = 2. Scope Agreed, Probability = 15% Stage = 3. Sent Proposal, Probability = 20% etc... This is great. However, sometimes I want to manually insert a different value for 'Probability'. I will naturally feel more confident of closing certain deals. How can I manually insert
Custom field carries over from lead to account
I have a custom field that I use at the lead stage but when I convert the lead to an account/customer, the field disappears along with the data. Can it be carried over as the lead matures?
Adding a field
How do i add the email field to accounts module. It is in leads module and i need it in both
Outlook continously prompts password
Hi all. I have created 4 users in zoho, 3 of which have no problem at all configuring the email address to work with Outlook. However, one of the users experiences a continuously prompt of password in Outlook. This behavior did not showed up when it was first configured with Outlook. Everything was normal, and the prompt started appearing out of nowhere some time after. More, if i go to zoho control panel - users details - mail accounts, I can see "deactivated exit" (maybe not exactly written like
Zoho Support tickets not appearing in CRM
Hi When I add tickets for accounts and contacts in Zoho Support they are not syncing to my Zoho CRM accounts even though I have Zoho Support setup in the CRM
How to unlink or deactivate domain from account
Hi, I bought a new domain and want to replace my current domain and can't find a way to do so. Is there anyone who's run into this issue?
AYUDA PARA DECIDIRME SI ZOHO CRM ES MI CRM DEFINITIVO
Buenas tardes: Estoy iniciando un proyecto empresarial y me gustaría encontrar o ver donde puedo TENER SOPORTE en ESPAÑOL o AYUDA en ESPAÑOL para utilizar el CRM. Y DECIDIRME en precios servicios y si es necesario para mi trabajo. POR FAVOR AYUDA EN ESPAÑOL. Muchas Gracias.
How to create group in Contact
How to create group in Contact so I can put the contacts in group
Email ID already exists?
I'm trying to amend the email ID of an existing user, but the CRM says the email ID already exists. I've got barely 3 users in the Zoho organisation, and I know for a fact that the specific email ID under consideration is not being used for Zoho. When we later checked on Zoho - there was no account. It took the user through the registration steps for a free user trial, and went and actually created an account! This is impossible! Please resolve.
Search candidate/contact profile in LinkedIn feature to be discontinued from Feb 15, 2016
We are sorry to inform you that from Feb 15, 2016 onward, we will discontinue the search candidate/contact profile in LinkedIn feature. This is due to LinkedIn's decision to restrict their Open API's. Moving forward, instead of searching for a candidate's profile through Recruit, you can look up them up directly in LinkedIn, copy the profile link, and use it to associate the candidate profile within Recruit. Please note, that these changes will not impact the existing associated candidate profiles.
iPad app
Zoho Mail is a fantastic powerful business email client and the mobile app is a great companion on the go and when offline. Not having a tablet version is a hinderance in productivity especially when most of zoho's competitors particularly the more widely used and enterprise providers all have. CRM, Invoices, Books, Expenses all have great iPad apps so why not Mail and please don't suggest the tablet browser as its unusable and unable to use offline. Is it in the roadmap?? Is so when??
Can't enter a new invoice!!!
Can't enter new invoices or use the clone feature. Tried to report this problem already but my started "topic" is not showing up in the forum. Edit invoice feature is functioning fine.
Still cannot enter a new invoice. Please solve my problem ASAP.
Please review my problem which has not been solved. https://help.zoho.com/portal/en/community/topic/can-t-enter-a-new-invoice This problem is holding up my work. As I have tried different methods, as have other users within my business, so I am now confident that the problem is on your end.
Getting Lead To Input Further Details by 2nd webform
Hi there, I am trying to set up the following automation but am experiencing difficulties. We have our Leads fill in a zoho webform, this generate tasks and alerts. One alert is getting the Lead to fill out some further questions before we can turn them to a potential. I need a way to allow Leads to automatically update their own records. I have tried another webform but this just creates duplicate Leads in Zoho, which for the purpose of automation manually de-duplicating is not ideal and time consuming.
App noifications don't reset after viewing item
When a ticket is updated, a notification is generated on my phone app, and the bubble counter upticks one. When I go online to view that ticket, either via the app or browser, I would expect that the notification(s) associated with that ticket would then be automatically cleared (synchronized) but they are not. So even though I have viewed and responded to all my tickets, when I look at my phone there is always a bubble counter present. It's also there on browser view as well. Those 2 things are
Rookie Question - How to customize Auto ID number and make it shown while entering new entry.
Hi All, Would you please tell me how can I 1 Create an Auto generate ID number - Using the Country, the Year, month, and order VN 1603002 VN > Country relate to list choice field 16 > Year 2016 choose in the date filed 03 > March - from the date field 002 > the 2nd booking in that month 2. Would it be possible to make it shown while entering data or at list shown in the auto text appear after I hit "Submit" button. Thank you sooooo so much in advance :D
New Zoho Recruit Tasks: can't delete task
New Zoho Recruit: once a task is completed it has not been possible for me to delete it. The delete button simply does not respond on the "to do page".
Prevent further data entry without "cancelsubmit"
I have a client form with a status field 'approved" or "not approved". In a second form "Repor"t: there is a Lookup field" that returns the value of of the client status. If the status is "not approved "I basically need to terminate data entry and gently boot off the user and get them to fix the client status. I do not really want to use the validate script on submission as it will annoy the user no end to lose the date entered after completing the form. I guess that i could hide all the fields in
How to me to disconnect readdressing of messages from Zoho on other mailbox?
I adjusted readdressing by mistake. I didn't find the answer in settings . Thanks.
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