Use organizational groups. Automatically add users to contacts list
Dear Zoho Chat Team, I'd like to ask again two questions: 1. Is it possible to see organizational groups in Zoho Chat Groups automatically? Nobody wants to create personal group and add there all the members to chat, for example, with all technician people. Btw. when we use Jabber, we can do that. But in Zoho Chat web-interface it's not possible. 2. Another big misfeature - requirement to add each user to the new users's contact list. I mean when we've just added a new user to the Zoho, his conatacts
E-mail Lost
I tried logging into my other account I made with Zoho yesterday, however each time I tried logging in Zoho would mark my other e-mail account with them as "invalid". I would like to know why this is happening, and how to solve it, so I can once again access my e-mail. Your help is greatly appreciated. D. (Svueo)
Please unblock my account.
Hi Zoho Team ! Please unblock my account. User: tuan@businessinsight.com.vn I have to send some invitation and I've received the message :" Mail Outgoing blocked. Reason :Daily Mail Bounce Count Exceeds Limit [ Bounce count=20 ] " Thank you for support !
Can't Access Email from Client - Connection Refused
I'm using a separate email client and PoP3 but I can't get emails. It says "connection refused". I am pretty sure I have the correct settings: Incoming Server: pop.zoho.com User Name: MyEmail@zoho.com Connection Security: SSL/TLS Authentication: Password Port: 995
Products are too simple for quotes
The product entry into Quotes/invoices is a little to simple for us. We work in prices per pound, but could also be in Kilo, or metric ton. Not to mention that our packaging is pretty custom and could have a slew of different inco terms. I was hoping to be able to customize one thing on Zoho and it looks like it is the only thing I can not. Am I wrong? Is there way to have the product detail pull in actual detail? Like pack size, and price per ? So I don't have to type it into the product detail
Zoho CRM & Google Analytics integration
Do you know which marketing approaches bring you great customers and which are bleeding cash by bringing in low-quality leads that don't make any purchases? My ZohoCRM Add-on, GAconnector, can help you get these answers. GAconnector imports stats on closed deals from ZohoCRM to Google Analytics, allowing you to evaluate marketing channels by actual revenue, not just form fills. You will be able to build Google Analytics reports that show real marketing ROI, like this one: Find out more on our website
Migration from GMAIL
Hi! I'm trying to migrate GMAIL to ZOHO, but to put the origin account provides authentication error. The login and password sure you are correct. I need to point the MX records for my new e- mail gmail? Please, see the attachments! What can it be? Best regards! Alex
Lyne Denechaud/Addenda Personnel
I d'ont abble tou acceed at de mew Soho Recruit. Sorry for my English.....
AOL (and others?) non-delivery of Zoho messages
I see from another discussion three months ago that AOL is blocking Zoho free users. What steps are you taking to resolve this? Would it do any good for me to contact someone at AOL? Are you doing something wrong (and, if so, why aren't you fixing it?) or are the people at AOL jerks? Details of my experience follow: I am using Chrome and Windows 7. I have been getting a lot of messages like the one below. The emails were eventually delivered, at least many of them, for I got replies. But
Problem with responsive theme
Hi, I'm trying to use one of your new responsive themes, i have set a background image which looks great on the desktop preview but the mobile preview just focuses on the middle of the image rather than showing the whole image. How can i make it show the whole image? Thanks
I can't find Tags search feature in the new format - Help?
My candidates are sorted by using tags - I can't find the tags selection on the right side of the screen as in the old version. where has it been moved to?
Android account configuration
Hello, I'm following this guide http://zsync.zohosites.com/Android.html and these settings are enabled https://www.zoho.com/mail/help/adminconsole/email-administration.html#alink4 but isn't possible to connect an Android account. Is there any way how can I check what's wrong? Thank you for reply, Radoslav Cap
How to disable spam processing?
Several relatives and myself have setup free accounts with zoho and use Thunderbird as a POP3 client. However quite recently emails have not been showing up and after eventually logging in to web view showed that they have gone into the spam folder - for no apparent reason. Emails from the same (family and bank) addresses have been coming through fine, and then suddenly started being filtered into spam. Since then one email from the same family member has got through without going into spam! Anyway
Recurring "Using already invited" error
Hello, Every time I try to create the following email account: - contact@onehappywallet.com I got the next error: - “User already invited” I go to « Invitation list » and delete the invitation, but when I try to create the account again, I’ll have the same error message “User already invited”. Funny thing is I’ve never sent an invitation to that account. Could you please help me on this ? Thanks in advance,
Customer Portal Button issue
Stupid question, but when someone sends an email to the support email and a ticket is automatically opened, the default Contact Notification templates for things like Acknowledge contact on receiving a new ticket and Acknowledge contact on receiving a reply contain a string ${Cases.CUSTOMER_PORTAL_BUTTON} which places a button link on the email they receive. this takes them to a login screen where they cannot log in or register so they can view their ticket, yet the button says "View Ticket" What
Disable Spam Filter
I have just started using the Zoho Support account I set up a few months ago and immediately, 3 tickets that I had people open went to Spam. 1) there is no indication that tells you this happened. 2) there is no counter telling you that you have messages in SPAM 3) there does not appear to be a way to completely disable the automatic spam filter 4) I want to be able to set up rules as I need them but what I don't need is Zoho deciding that a ticket is spam on it's own. I don't want the spam filter
Still not sorted, now a campaigns subscriber...
Hello, We have spent alot of time trying to achieve an email campaign. All we wanted was to be able to filter contacts by industry. We have now signed up for a pay as you go account, as i was told that would enable me to use the industry field from the accounts module. This still isn't what we wanted, as it doesnt work at segment level. However this would be ok if it worked, we now get zero contacts with our sync. I have spoken to 3 zoho employees, and was promised a phone call from zoho crm team
Zoho EML Migration Tool Request
Please send me the EML Migration Tool. Thanks, Andy
Organization members not showing up properly in contacts
1. In the contacts window (using old version), members of the organization do not show under "All Contacts" unless I have already emailed them. (Similarly, when composing a message, auto-fill does not work for members of the organization unless I have already emailed them.) 2. Under "Shared Contacts" members of the organization are not appearing at all-- only group names followed by a "0". (For what it's worth, all members of the organization ARE showing up under "My Organization Members".)
Invoice email problem
In the past if I created a new invoice and ticked the appropriate customer contact emails at the bottom of the screen and then clicked on "save and send" then those contact emails that I had clicked on would automatically be filled in as email destination addresses. This no longer happens, I have to manually select the destination contacts. I assume this is a bug that has crept in. Bill
Tracking Sales Stage
Hi, Within the Opportunities module I have a 'Stage' field that tells me how far through the sales process each opportunity is (prospect, qualified, proposal, verbal agreement, closed won etc) I want to be able to run a report on the number of opportunities that move to a 'proposal' stage each week, and also the number of opportunities at the 'proposal' stage that move to 'closed won'. Is this possible? Using the 'Modified Time' criteria isn't sufficient, as it reports on any modification. I need
Taskes No Showing On Calendar
When i add a task to a contact with a date it is not showing on my calendar. IT shows in the contact, but not on the day it was set for in the calendar.
notice for new activity
I work with OKRs and am a fully subscribed user. When I put in a new activity with a future date to do an email or call I do not get an email notification on the date it is due. please advise. Carter Coleman OKRs ccoleman84@comcast.net
EAS on Outlook 2013
Hi! I'm trying to avoid never-ending IMAP problems by configuring account over EAS protocol, but I'm getting only few days of emails synced. I can see emails in webmail as I saw them over IMAP, but over EAS they are not synced. I'm getting status "All folders are up to date". How can I set it up to download all messages?
viewing contact by last name first
Is there a way to format Zoho to list contacts alphabetically, last name first?
Clear Potentials
We are a seasonally based business, looking to grow our non-peak relationships. Our Potentials view is quite cluttered, if we delete the closed potentials, will this erase them from our reporting? how how we streamline our view so that only active potentials show, without losing the reporting capability?
initial set up
Greetings Good Evening i would like to set up the service in this way install a data list mass email data list receive email and telephone calls via a hosted Voip call email and telephone leads to complete an initial document and book meeting in 2 days to meet them to complete main document record book date of meeting record completion of meeting record completion of work record sending work for checking record receiving work record email of work for checking with client record email of work signed
Can my calendar be invited to past events?
Hello. I'm trying to sync my calendar with my Google cal by inviting the Zoho calendar to a Google event that happened in the past. However, it doesn't seem to add the event to the Zoho calendar. Is there a way to do this? I'd rather use the invite than to create a new event in Zoho. Thank you!
Problems with workflow e-mails
Is anyone else having a problem generating workflow e-mails? Several of our automated e-mails are failing to send right now.
I can not see all the Account and Contact information
Hello, I am using Zoho CRM Free edition. When I open an specific Account or Contact, it does not appear all the details and information related to that record, such as Notes, Activities, Potentials.... Still's "Loading" and nothing happens. Please, see attached image. Thank you
Problems on saving new tasks on Contact Panel
Hello, I'm using Zoho CRM Free Edition. When I create a new task via the Contact panel, and do "Save" nothing happens. Then, I do a refresh on the page and see that the task was created and recorded.... How can I overcome this problem? Thank you.
Break the link from Zoho CRM to old Outlook email
Hi, How do I break the link from Zoho CRM to old Outlook email?
Pass a record to a function
I have forms that represent categories and subcategories of items. I allow users to drill down into groups, categories, and subcategories, etc. I'm using a Rich Text field in each record to create a set of hyperlinks to go back to the parent records. For example: Group -> Category -> Subcategory. I group my reports by this field and users can click on any level to go back. I find myself repeating similar code for populating the Rich Text field in all of these forms. Is it possible to pass a record
Private vs Public Data in Free Version
It seems that all data is private in the Free version, if this is so there is NO USE for the CRM. Please help. Is there a way to make all data Public? Many Thanks Grant
Telephone number format
Hello! I'm using Portugal portuguese as language on the CRM. We use 9 digit to phone number. I want the telephone number to be displayed with the 9 digits in full without parenthesis. Now it is being displayed like this (22222)-4444, I want it to appear like 222224444 I've been around on settings but I can not find where to do the change. Thank you.
How to automatically save incoming emails under Contacts
Is there a way to automatically save incoming emails from a Contact's email id under the contact?
NEW ZOHO BOOKS???
Can you explain what the new zoho books is all about? Why would we need to sign up for it? Thank You, Bobby
Email still not receiving after MX update
Hi Support, I update my MX record and checked it via mxtoolbox. It show me verified via zoho. CNAME is also updated. Please let me know why email receiving is failed while email sent is working. The error that the other server returned was: 550 5.1.1 Recipient not found. < http://x.co/irbounce >
How to condtionally set/disable a form's lookup field to default to the appropriate Company for current user.
Hi. I have a requirement where I need user context logic to control: a) the default value of a lookup field for say a company in a form b) If the the user is from the companyA, i want to automatically set the company to his/her companyA but not let them change it. So userA can add/edit assets for CompanyA only while userB can add/edit assets for company B only. I need it to work such that in edit mode the Company field will be disabled, yet show the appropriate company depending on who the user
Import Bank Statement, using .OFX format
I am trying to import a bank statement, using the .OFX format - which is the format that our French bank are using for exporting the statements. I am unable to do it, it stops in the following error 24 Amount: The value for this column is either incorrect or it is not the expected value. Looking at the .OFX file in notepad, line 24 is the data holding the bank account number. In our case line 24 look like: <TRNUID>300770419515185xxxxxxEUR (the x's are my replacements of numbers) Anyone have any
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