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Not getting copy of emails sent from Zoho CRM in my email sent box
Where is the setting to make sure I receive a copy of an email I sent to a contact in the CRM in my email SENT folder? (I use gmail) ThanksCustom image for each contact using merge tag
Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, JeremyCASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the detailsUse of External Email Services
Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation. Services like SendGrid, Maligun Amazon SES, etcRequiring Proxy
We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program throughCan I add social media icons / widgets to my email template in Zoho CRM?
I know there are more features in Zoho Campaigns (vs Zoho CRM) when creating an email campaign/template. For instance you can easily add social media widgets. But is there a way to add social media widgets when creating an email template in Zoho CRM? I created a single image in Photoshop of the social media icons I want to include. But if I were to add them in my template using the "IMAGE" component, I will only be able to include one hyperlink (as it is a single image); I cannot hyperlink them individually.Filter report using dynamic filter using function not working
Hi - I am trying to dynamically filter a report as follows: when I save the filter it looks like this: However when I run the report it is not returning results as I expect. I have tested the function. If I copy and paste the output of the function andAll notes disappeared
I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,Best email set up
Hi! We are a non-profit and just recently gained Zoho as our email host. We have 10 email addresses available and 10 positions that need those email addresses. Every 3 years (or less) the people holding these positions change and the necessity comes whenI can't receive emails
I can't receive emails but I can send them, there is nothing clear to do if this happens so that's why I'm asking for helpunable to verify mx configuration
hey I have added mx configuration as per the instructions in the respective domain, yet I am unable to verify that.This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereHow manage to hardware and software contracts.
So I have been tasked with setting up on crm a way of managing our software and hardware contracts. with a filter switch, so if they are no longer on say a hardware contract but still on a software, we would like the history about the hardware contractZoho Payments integration
What are you going to get Zoho Payments integrated with Zoho Forms? It's kind of embarrassing to have several payment options... but not your own, which has been out for quite a while.Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulBIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? ThanksAutomation Webinar Recording
Hello developers, As we mentioned in our previous post, we've created the Zoho Finance Developer community to help developers learn, share ideas, and solve various business challenges related to the Zoho Finance apps. As the first step of this initiative,Integrate MS Teams with Zoho CRM for faster collaboration
Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,Announcing new features in Trident for Windows (v.1.20.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secureRelated list Mobile Device
Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accountsGetting Data into zoho calendar from a creator app
So how do you get a date that's created in an app, for example when a site visit is due, into the zoho calendar for the field engineers.[Free webinar series] Get to know Deluge: Zoho’s powerful scripting language
Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions forCopy across spreadsheets in Zoho Sheet
Now, you can copy your sheets to other spreadsheets or create a new spreadsheet with them. Not just sheets, copy a cell/range and paste it on any spreadsheet with formats and formulas unchanged. Copy cells/ranges Copy cells/ranges to same/different spreadsheets using Copy & Paste options, or Ctrl+C and Ctrl+V shortcuts. Copy sheet To the same spreadsheet The feature for creating a copy of a sheet in the same spreadsheet is now available as 'Duplicate'. Into a new spreadsheet Want to start a new spreadsheetCurrency Field Does Not show commas upon entry - leading to inaccurate entries!
Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is beingPortal orders
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Hello, My client has some invoices for which he has entered a service description rather than using an item. Is there a way to set the income account on this invoice, or can that only be done by using an item?Issue with Missing Email on Reply or Forward
مرحبًا بفريق دعم Zoho، أواجه مشكلة مع Zoho Mail. عند الرد على بريد إلكتروني أو إعادة توجيهه، لا تظهر الرسالة الأصلية أو البريد الإلكتروني المرسل بشكل طبيعي للمستلم. بدلاً من ذلك، يتم عرض رمز ثلاثي النقاط، ويتعين على المستلم النقر فوقه لعرض البريد الإلكترونيRecommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?
I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (fromEditing data in Related List tables
Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related listssue with Zoho Mail – Original Email Not Displayed Properly in Replies or Forwarded Emails
Hello Zoho Support Team, I am experiencing an issue with Zoho Mail. When replying to or forwarding an email, the original message or the sent email does not appear normally to the recipient. Instead, a three-dot icon is displayed, and the recipient hasSimplify Zoho API integration with Deluge’s invokeAPI task
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As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButHow to create Sepa Direct Debit XML file: solution and code
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a SepaAutomate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. Thisremove one field
we want to remove compensation amount field from our offer letter,As we are hiring interns we don't want compensation amount.Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save severalBounced Emails
Hello, Is there any chance we could have an alert for bounced emails in Recruit. This functionality is available in Zoho CRM. It would be really useful to be able to see at a glance who's messages have bounced back.Next Page