Google Maps native within Zoho CRM Mobile
One fairly minor, but really helpful thought - in the Zoho CRM Mobile site, if you look up a contact's address it will default open up to Google Maps website... yet, on Android phones it would be REALLY nice if the link syntax told the phone to send the link to the Maps app instead of the mobile Maps site. Seems like a minor fix. It is possible? - FredScript error
Hi, I have installed the Plug-In Zoho CRM for Windows Office on my computer but I can't sign in on Word. I get the message: Do you know how I can solve this? Thank you in advance,Outlook Plugin for CRM - Password not working
I have installed the CRM outlook plugin installed (after may repeated attempts) however when I attempt to login within outlook the password is not working and i get the error message "you must use a valid username and password" The blogs I have read state it's supposed to be the same as the Zoho login, can anybody confirm is this correct?. I have contacted support but have had no response so wanted to ask if anybody else could help me? I am not the first within our company to have experienced poorInvox -- users of this web-based phone PBX tool -- exchange tips and troubleshoot.
Just started setting it up. Couple questions: 1.) Can users easily transfer calls from the full price (phone lines) version of Invox to people in the same company? 2.) Google Analytics -- Can I enter in campaigns, change the campaigns by phone number, and still retain the older phone call data in Google Analytics? Or is any time I change the number all the historical is erased? Thanks for any help! It would be great is a discussion grows to support Invox so we can hash over features/apps as theyEmails not attaching to contacts properly
It looks like e-mails aren't being attached to contacts properly unless they are the specific sender, or the first receiver on the list. However, all emails should attach if they are anywhere in the chain…if I send an email to two contacts, it should attach to both their accounts, not just the first one.Outlook Calendar Sync BUG
Hi ! Each time I synchronize my Outlook Calendar with Zoho CRM, my appointments planned in Outlook at 15:00 are correctly planned in Zoho at 03:00 PM , but they are automatically modified in Outlook to 03:00 AM...!!! Can you fix this bug please ??? Is there a way to use 24:00 hour format in Zoho instead of 12:00 AM or PM ??? I'm using MS Outlook 2007 with Windows XP SP3 Thanks in advance !! BrunoSQL plug-in for reporting
The custom reporting facility seems to be quite basic. I've tried to write a couple of reports which I thought were fairly simple and can't get them to work as there is no facility to use a look-up using list / multilist field in both sides of a clause. Example: List field in Potentials listing the opportunity type. Multilist field in Accounts listing all investment interests which a company is interested in. Create a report where Accounts | investment interests contains Potentials | opportunityZoho dll not a valid office add-in
Hello I am unable to install the Outlook add-in. The dll file is there, but Outllook doesn't like it. I'm running MS Office Outlook 2007 SP2 on MS Windows 7 Pro SP1 (64 bit). When I try to install the dll file with Outlook Trust Center/Manage COM Add-ins, Outlook returns error message: "ZohoCRMOLAddin.dll is not a valid Office Add-in". Any thoughts? Thanks BillHow to synchronize in Zoho CRM Professional Outlook contacts with Zoho CRM contacts owned by other users?
Dear Madam/Sir, For a while we are using the Zoho CRM Outlook Plug-In and we encountered a problem that we can not solve. We want to synchronize our Zoho CRM contacts with our Outlook Contacts but none of our Zoho CRM users manages to synchronize all contacts. each one manages to synchronize the contacts he/she owns. We read that data sharing rules might solve our problems but we are looking for a solution in Zoho CRM Professional. Can you help us with any indication/suggestion/solution? We appreciateOutlook Calendar Sync and Associate with Opportunity, Account, or Contact (Related To)
When I sync my Outlook Calendar through the Outlook Plug-in, is there anyway to designate the Opportunity, Account, or Contact with which it should be associated? Or, is there a way within ZOHO to easily see the events that are not related to anything, and quickly relate them without having to go through the multiple-step process of editing and choosing "related to" for each event? Thanks!Outlook Plugin for CRM - PROS & CONS?
I'm trying to figure out if the Outlook Plugin is worth it. Please add your insights based on experience. PROS 1. All data/communications in one place (CRM) 2. All activity for one Contact is linked to one Contact (unless more than 1 Contact was on email distribution) CONS 1. Not possible to filter which emails go to CRM vs. stay in Outlook - it's all or nothing if plugin is installed 2. If more than one Contact gets sent an email, only one Contact shows email in their history"reply to" email and "from" email
I recently upgraded my account to include the zoho mail add on. I have a corp email address that I can not bring in to zoho for security reasons. Prior to enabling the mail add on. I had the ability to add as a send from email address which worked great. Now that I have enable the zoho mail add on I can only use my @zoho.com email address. Please advise asap as to how to correct this. Thank you.Username not recognised in MS Outlook
Hi, I am a paid up user of the CRM (4 users) and am trying to decide whether to continue using Outlook via the plug-in or to swap to Zoho Mail. Today I have set up the 15 day free trial for the Outlook Plug-In and am trying to send an email from Outlook to a customer in CRM. Within Outlook I am being asked to log-in to the CRM (even though I am already logged in) using my Zoho Username and password. When I enter my username and password into the box provided in Outlook I am being told that I haveFiltering out / Removing email that is not related to a Zoho CRM contact
I'm sure this has been discussed elsewhere but I need help and can't find another discussion thread. Zoho Mail add-on pulls in ALL my email to Zoho Mail. The only mail I want to see in the inbox is email from EXISTING CONTACTS/LEADS in Zoho. The rest I'd like to place in another folder or delete all together. I cannot figure out how to create a filter in mail based on Zoho CRM Contacts or even Zoho Contacts (assuming I need to actually import manually here) Any help here would be appreciated as I'mCRM with Gmail mail Add-on
Hi, I have tried the mail add-on and it's really great. However, i have a question which may seems naive to you... All the mails that have sent and received from the CRM Contacts appear now in Zoho CRM. This is the objective indeed. But also, each and every mails that are not related to CRM Contacts are uploaded into Zoho MAIL. Hence my question: can't we copy only mails related to the CRM Contacts into Zoho MAIL. I am actually not keen to have all my mails duplicated in Zoho MAIL. I only want myCannot login to outlook plugin.
Hi, I have downloaded the Outlook plugin on a trial account, and installed. When I enter the password I recieve an error asking for the correct username and password. They are correct (I use them for the web based system with no issues) are there any likely causes? Thanks, WillZoho Mail emails not showing in CRM
I have just converted from CRM with Outlook plugin to CRM with Zoho mail add-on. I have completed all of the set up steps. I can successfully access my emails from the Email tab within CRM. If I select Add-To - CRM - Contacts, it creates a contact successfully. However when I view the contact's information, under the email section, this email is not displayed (even when I change the "showing" option to my (or any other) Zmail public user). With the outlook plugin, I could "attach/associate" anOutlook Plugin - Change Automatically Include Attachments
Hi Zoho In the Outlook Plugin when adding an email, is it possible for the check box for "Attachments" not to be automatically marked? When this is automatically marked, more often than not, our employees forget to unmark it if attachments are not important to include in the CRM. We therefore risk quickly to have too much information in the system and having to buy additional space than what is actually needed. I hope you can help with this issue. Thank you in advance for your help.Zoho Mail add-on for Zoho CRM
We host our email with IMAP, is it possible to get our Email within CRM without having POP3 account? Is Email forwarding an option. Thanks for your help!Cannot call from Zoho CRM iPhone App with space in phone number
Hi, I just paid for the Zoho CRM iPhone App plugin, but I have discovered that it is not possible to call out from the app if the phone number contains space. E.g. number stored as ### ## ### instead of ########. Can you fix this sooner? Thanks, Håkon KalbakkUnclear Company logo
Dear, I have been working on the company logo to add it to several templates. Only problem is the resolution of the logo when printed. The file is 580x120px and has 300dpi. I add it to the company details. When i print a invoice using the template, the logo is unclear and of pretty bad resolution. Far from good enough to use at least. What can i do about it? Thanks! Peter ps. i've add the file to this messageEmail from Zoho CRM Potential "Send Mail" not appearing in Outlook Sent Items
Hi there, when users send mail from a potential, such that a record is made in Zoho CRM, is it possible this email be included in Outlook's sent items? Using Outlook 2007 and plug in 6.2.6 Many thanks IanOutlook Plug In Failing at Log In Across the Board
Out organization is unable to log in to the Outlook plug in universally this morning, whether it be from a networked PC, a remote laptop (not using VPN). Different forms of anti-virus, etc. So I'd say something is potentially broken on the Zoho end. Anyone else seeing this?Nortel BCM50 PBX Phonebridge
Hi is there any plans to add this phone system to the list of supported systems?Outlook Plug-in versions
Hello, Could not find this answer elsewhere. We are very interested in this Plug in , but we have some users using Outlook 2003 and some using Outlook 2010. Do all user need to be on the same version? If no, then are there any functionality differences we can expect between the differnces? Thanks for your help.Problems with the Zoho Crm plugin for Outlook 2007
Hi, I don't know if someone reports my same problems..I tried to read the other posts but I didn't find something similar to my problems. I use Zoho Crm with a not free plan and I downloaded the Office plugin in order to add directly on Zoho my e-mail exchange with the customer. I activated last friday the evaluation period (I want to try the plugin before buy it!) and I installed the plugin. Yesterday everything worked fine...I added some e-mails to my contact details but today I can't login intoMass mailing
Does CRM has a mass mailing app?Automatically Link Email to Contact; Outlook; GMail; Google Apps; WebOS
Forgive me as this has likely been asked 1,000 times. I didn't find the answer on a quick search. Basically, when I send an email from Outlook, I want it to automatically hit the CRM app. I don't want to have to do anything extra. I could live with a rule that if I put "cc" into the subject it automatically hits the CRM app. Just make it easy without additional clicking of the mouse. Send and done. Possible? Right now I have Outlook 2003 with the CRM addin. I have a Gmail account that all email"Authentication Failed" error returned from "nohup sh run.sh" command
When starting the application I get the following error: ./../classes/:./../lib/HTTPClient.jar:./../lib/ZohoTeleAdapter.jar:./../lib/json.jar:./../lib/AdvWmsServerCommon.jar:./../lib/AdvWmsCommon.jar:./../teleadapters/elastix16/lib/ZTIElastix16Impl.jar:./../teleadapters/elastix16/lib/asterisk-java-1.0.0.M3.jar =============================================================================== . . REMOTE_HOME: ./.. . JAVA: /usr/bin/java . JAVA_OPTS: -Dadapter.home=./.. -Djava.util.logging.config.file=../conf/logging.propertiesPhoneBridge problem with Avaya
I having a problem installing phonebridge with avaya PBX. In the run.bat batch shows this error: Exception in thread "main" java.lang.NoClassDefFoundError: com/adventnet/zoho/remoteagent/Starter It looks line something is missing in the installation files.phonebridge for asterisk
hi is there anyone can help me , I want to configure \ZohoCRM_CTI_Adapter_for_Asterisk_1_4\Zoho\ztiadapter\conf\zti.propertieshelp
please I don't know how can I start integrating phoneBridge I mine , after installing the plugin how can I communicate my computer with my pabxOutlook Add On Plug In
When I try to log on within Outlook, I get this error message; "You must specify a valid user name and password" I have not changed either, and is not letting me log in to upload emails into zoho. Anyone else having the same problem?? thanks,Upload File function working
Hi, I have been trying to create a form with an upload file field. It was working fine until I got to the upload file part. Now, when I try to submit - the form prompts "Please Log In" & "Failed to add data" Please help! <iframe height='500px' width='100%' name='zoho-Upload_the_file' frameborder='0' allowTransparency='true' scrolling='auto' src='http://creator.zoho.com/kenmooney7179/copy-of-send-file-in-email/form-embed/Upload_the_file/'></iframe>Outlook Plug-in AddEmail to Contacts/Leads isn't working for me
My integration between the CRM and Zoho email is going okay. My problem is the Outlook Plug-in. I have a contact in ZOHO CRM. For whatever reason, I receive an email in my separate Outlook mail. I have installed in Outlook Plug-in. (yes, I make sure it is logged in). and when I highlight the email; click /add Email/; get the add email to ZohoCrm where I have the different options; click /search and add/; locate my contact, highlight it and click /add to Zoho Crm/; I get a message "SuccessfullyError while login - error while initialising the logfile
Hi, What is the cause of this error? how can i solve it? Thanks for the help. BB teamnot working!
Hi, I cant seem to get my outlook plugin working. I installed it fine and used it for a day or two, it then seemed to be causing a few problems - crashing outlook, before finally giving me an error message that asked me if I wanted to disable the plugin, I said yes, thinking that I could re-enable it later, but I cant! If I go into the plug in manager the zoho plug in is not listed, and even if I uninstall and reinstall the plug in it doesn't show up! Is there anything that I can do to reenableZoho Outlook Plug-in suddenly gone
When I opened Outlook this afternoon to check my mail I noticed that the Zoho toolbar was missing. It was there last night when I shut down the computer, but now I can't find it anywhere. It's late on a Friday, so it's possible that I've lost my mind. And I'm a new Outlook user - I specifically bought Outlook 2007 just a week ago to test the Zoho plug-in for a client. I have looked for ways that I might have turned it off by accident, but I don't see anything to turn it back on. The contacts thatProblem w/ PhoneBridge
Is anyone else having problems w/ PhoneBridge? I am able to run it against my Asterisk machine and the Java program logs in via the manager interface just fine, however I can not connect with crm.zoho.com. It was working just fine, but now it stopped working. I also check the CRM Key and the key is fine as well. I get the following error: java.io.InterruptedIOException: Connection establishment timed out at HTTPClient.HTTPConnection.getSocket(HTTPConnection.java:3140) at HTTPClient.HTTPConnection.sendRequest(HTTPConnection.java:2879)ZohoCRM Outlook plugin not seeing newly added contacts
Hi I have Outlook 2007 and use the Outlook plugin to integrate with Zoho CRM. I also use a Cardscan business card scanner to add new contacts into Outlook. After I scan cards into Cardscan and validate them (including adding the Zoho category), I then sync them with Outlook using the Cardscan software. So far, so good. When I then go to sync Outlook with Zoho, using the plugin, the newly added cards do not appear. As far as I can tell, they do not appear anywhere in the connector: not on the "excludedNext Page
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