I cannot send outgoing mails since yesterday. Submitted ticket but no response..
Can you please let me know what s teh maximum number of emails that can be sent per day, and the number of contacts that can be included in an email?
Creating a bulk email without recipients seeing each other's email address and showing respective names in email
We were wanting to know, what's the best way to do a bulk email, where respective contact names show in the greeting, but recipients can't see each other's email address in the email. Thanks!
Workflow and Case modules
HI, We have used the Cases Module in Zoho and modified it to resemble our internal “Trade Record” sheet. The trade record sheet captures all the relevant info for the sale of a property (address, agents, price, fees and commissions etc). Now we would like to integrate an approval process (workflow) into the Trade Record that escalates (emails/notify) for: 1.) Fee Split agreement --- (emails to agents on deal to click approve on the commission they received for the sale--- will be multiple agents)
Importing Sales Orders
I need to import sales orders. I see this has been raised a few times before over the years but nothing has been done. Surely it can't be difficult for you to achieve this? What plans do you have to remedy this please? Thanks
Task in campaign
hello! I made a new campaign in Zoho CRM and I imported my potential customers, but they are 100. Does anyone know how I can assign a task for all at once? Or do I have to go one on one? thaks!
Bug while Customizing Search Layout
I am trying to add Mpbile phone in the grid when search is performed.Right now in my view I see Lead Name,company,Phone,email and I went to Setup->Cuztomization->Search Layouts->Selected the Module Leads and Clicked Edit and Checked on the Mobile field and clicked Save. But I still donot see the Mobile field in the result grid Am I missing anything or is this a bug in the system? Please help
Zoho iPad
My iPad indicates read only access in the Zoho app. How do I change this? Thanks.
Help getting started
Hi All I'm new to on line crm systems and could do with a bit of advice. I've created a form using Jot Form that I have integrated into Zoho Has anyone out there ever done this? regards Paul
List view options not updating
I built a custom field and put in about 10 options, well two of them are not showing at the moment. is there a reason for this or something i can do to make sure these are shown.
Error inserting sales order via API
I am trying to insert Sales Orders records but it gives me this error: [code] => 4832 [message] => Problem occurred while processing the request. This is my xml: <SalesOrders> <row no="0"> <FL val="Subject">118</FL> <FL val="Account Name">test test</FL> <FL val="Billing Street">test addr addr2</FL> <FL val="Billing City">Roma</FL> <FL val="Billing State">Roma</FL> <FL val="Billing Code">00100</FL> <FL val="Billing Country">IT</FL>
ZOHO Professional CRM and Mail Hosting via Zoho
I have the Zoho professional with 12 users. I am looking to change my mail hosting service. Do I have to pay extra for Zoho mail hosting for these 12 users? I see Zoho Mail has a charge for over 5-users, but my question is "is this part of Zoho CRM Professional"? Meaning that I could point my email to Zoho and then get those 12 users on at NO additional cost. Thank you in advance.
Not able to re-invite a user
Hi Zoho CRM Support- I created a new user and she had issues logging in so I de-activated the account and re-activiated it, but when I tried to re-invite her I get the error below. She has an account in another Zoho CRM, but not with that email, @corpcrop domain is unique to my company. I looked at the more details but it didn't help, please advise how to fix this. Thank you! -Jen The user you are trying to re-invite is already part of another Zoho CRM Account. There are two options before you re-invite:
Using Zoho in Google Apps and changing domains
I have a Zoho account with 3 users under a company domain using Google Apps, we have purchased a new domain so basically gone from a .co to .com address and want to either transfer Zoho to the new .com domain in Google gmail or setup a new Zoho and then import all the data, can any provide instructions
Add Case to Zoho CRM does not work
Add Case to Zoho CRM does not work , can you help me . We have a requirement where once client approves our suggestion we need to add this as a Case which needs to be followed up to be implemented . Vivek
Potentials & Clients
Hello, I wanted to ask you how can I have a separate view of potential clients and current clients? At the moment all contact are under one tab.
Visibility of FORECAST for users
We cant see forecasts unless in ADMIN even though it's selected as visible for that profile / users any ideas why? Also, can TASKS or EVENTS be made visible just to superiors, currently all or nothing?
ZohoCRM and Maxthon browser
Hi, I am having problems viewing Leads/Contacts etc in Maxthon browser. I know it is not supported but it will be nice if this can be fixed. If you click on a Lead and screen goes blank... Please, help
Attn. Users using Plug-ins for MS Outlook, MS Office, QuickBooks and Mobile Apps.
In an effort to improve our products and services and to meet the standards of the emerging technologies, we're doing away with Ticket-based authentication and instead introducing Auth Tokens for all our Plug-ins and Mobile Apps. With this secure and user-friendly change, you don't have to regenerate your Ticket every 7 days! The following plug-ins and apps will be affected by this change. Zoho CRM Plug-in for Microsoft Outlook Zoho CRM Plug-in for Microsoft Office QuickBooks Integration iOS, Android
Default filters for leads
In potentis under the default view "my potentials"... If a potential stage is set to any of the default "closed" stages, the record is still present in the view. At this stage by Zoho crm own suggestion, isn't this no longer a potential and should not be show up in this view now? I know I can create my own custom filter but just wanted to make sure I'm not missing something obvious here..
Web tabs does not works on Firefox
On CRM i can't see my web tabs on Firefox (in others browsers haven't problems), in Firefox i only see an empty page, the web tabs should show forms and reports from zoho creator.
Assign Activity Task before lead is approved?
Can you assign an activity task before a lead is approved? I created task and rule when new lead is created to assign a task to the admin (to approve it), but it doesn't trigger until the lead is converted. Any way to do this? It's from a web form and no option within their either.
As an administrator need to understand how can i ensure security that users dont login outside office
I understand that we can insert IP Address but as i understand the user can still change , correct of i am wrong i will be happy but if not i am concerned . Please address this .
Setting up workflows
We need to setup workflow and we dont know how to operationalise this can we expect some help to kick start the same ,
Events made for Contacts not syncing with Google Calendar
When I make an entry for a Contact, it doesn't sync with Google Calendar. However, when I click on the entry in calendar, click edit, and then save it again, it will then appear in Google calendar. It's been 5 days since I submitted a ticket on this and still have not gotten a response. I am about ready to ditch Zoho at this point and switch to SalesForce if this is not resolved soon.
Sample code for Record Update in PHP
Can someone provide me some sample code for using PHP to update records?
Mass import of past Quotes & Sales orders
Hi everybody, For our company, old Quotes & Sales Orders contains relevant information about our clients activity. Is there a way to import past Quotes or Sales Orders from XLS to ZohoCRM? Thanks!
Zoho Campaigns
I started trying to begin a Zoho email Campaign, but the Campaign module seems to be completely separate. To get my contact list into the mail list, I have to export from my Zoho account, and then search for Zoho Campaigns, sign in, and upload them. Why is this? it means I can track who has been sent an email etc?
Que for incoming quote requests
Is there a way to build a "cue" functionality for incoming product quote requests? Much like Zohos "Cases" in which a support ticket is created and then it enters into a cue for assignment. I would like to build a custom web form to collect information from our potential customer about the details of the product they would like us to provide a quote for. Once submitted that quote request enters into the cue for processing. What is my best course for achieving this functionality? Thank you, Dustin
CRM Email not working
Hello, I have trubles with internal email in CRM It was working for a while (I used it to send invoices directly to customer), for couple weeks It is not available. I saw the message that email sent and nothing happend. 2) seond question, i tried to send to leads form email, but it shows Succesfully sent 0 from 0. What is the problem with emails?
Importing updates
Hi all, I just ran a report of all the Contacts I'd like to send Christmas Cards to based upon specific criteria. The fields my report produced include the basic info out of a contact record (first name, last name, address, etc). Obviously not all the Contacts fields. I then exported this to Excel. I have noticed in about 50 of these that we do not have the fields correct. For example, someone (not me, of course) has put first & last name together in the last name field. I want to go through and
Unable to access Sales Orders for a specific user
Good morning. For some reason I am unable to access the Sales Order Module for a specific user in my accounts department. When logging in the page loads the users dashboard but there is a separate error screen that appears on the dash stating the following: The page at https://crm.zoho.com says: Unable to process your request When clearing the error and clicking on the sales order module I get another error page stating the following: Sorry for the inconvenience caused. Please try after some time
Plug-in for Microsoft Office
Hello, We are using the plug-in to merge our documents and are wondering why our folders that we have the documents are not showing up. Like we sign in. Click merge template, than it give me the option of which module and what template. All the templates are mixed up and not in the folders we have them sorted in ZOHO. Also there also does not seem to be a way to sort them. Is there something that we could do to fix that problem?
Trying to set up Gmail integration with ZOHO but can't find Apps and Add-ons
I've been told to go to set up and find the gmail up app in there but when I go to set up there is no Apps and Add-ons section. Am I missing something?
Need PDF in LETTER not A4
I know while the rest of the modern world uses A4, in the U.S. we use LETTER 215.9mm × 279.4mm. Of course the pdf viewer can resize it, but why not make it the correct size. This should be an option.
Exporting Information from Zoho CRM to Excel
I am a paid User of Zoho CRM - I can see a button to import data from an external spreadsheet into CRM. But how do I download and export information from Zoho to an external spreadsheet? Please send complete steps on how to do so Thank you Taimur (312) 221-1540
attachments
am I able to upload documents from places other than desktop? I tried to see if there were other questions like this one but I could not connect for some reason. also, I attach from desktop and delete the desktop item does it delete the attachment?
Locking layouts, etc. to prevent edit
Zoho CRM help says that Layouts can be edited by users with the "Customize Zoho CRM permission" set. I want to prevent users from changing layouts, etc. How do I find this setting?
Can´t sent email from leads
I could not send email from leads and the registered emailadress. this has been working before. I have done it several times before.
Export / Import
I am doing a mass lead update - I would like to use the Record ID (Lead ID) as the record identifier so that I can append values to a new field. I do NOT want to map by email as I do not have complete email data and I expect that this will create duplicates. How can I use Record ID as the only mandatory field? Essentially I want to overwrite using two filds - record ID and one other field with appended data. That should be possible but I don't see how to do this - neither do I see an ability to
How do I enable Territory Management?
The how-to says To enable territory management Click Setup > Territory Management > Territories. Click Get Started. You will have the following options to create a territory hierarchy. Extend from Role Hierarchy - Click to replicate the hierarchy from roles to territories. Start from Scratch - Click to create territory hierarchy from scratch. However, there is not option for Territory Management in my Setup. See screenshot and please advise.
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