Mass emails going to junk folder but individual emails go to inbox?
I'm testing out Zoho and whenever i try and send a mass email the messages immediately go to the junk/spam folder and do not show that they are being sent from my outlook account. However, when i send an individual email it shows as sent in my outlook and is delivered to the inbox with no problem. I've talked to support several times and looked at the forums and everyone is talking about the mass email issue and i know support keeps recommending SPF adjustments that haven't solved the issue. My
How to add a field within subform to count the records then transfer to field within the module
I have records in the subform I need to count the roll that count to a field in the module
Using Created By field to return a Quarter and a Year
All, I'd like to use the automatically generated Created date to return a Qtr/Year in a formula. For example, when I create a new record on October 30th would equal Q4-2018 in the resulting field. Any guidance on how to complete this?
Deal Info Transferred Back to Linked Contact Following Deal Completion
Hello! I have a real estate brokerage and we find the property for our contacts/clients (I.e. Buyers brokers). This means our leads are received and entered with very little information—phone, email and name typically. Lead comes in, qualify, convert to a contact and simultaneously create a deal. Then, we take them through the sales process and hopefully find them an apartment. If we do, we record the deal information (e.g. address, monthly rent, commission etc.) for that particular deal. The problem
Change title of Probability OR create alternative Field
Hi. We are a Real Estate company. We would like to alter the Probability field to use for a different purpose OR to create another field called "Commission %" for that purpose. The function of Probability does give you the calculation for an "Expected Revenue". However, this doesn't make sense to us unless it was either titled "Commission %" or we can create a field with this name for the same purposes. Is this possible? How can I make this?
Zoho CRM contact self service Form
Just starting out, this may be a basic question, but I think I am missing something. On Zoho Sites, I have a member portal, which they can login, with basic email info. Once in, I want a Customer Profile form, which enters the info into CRM. How would I go about creating a form, such that when they log back in the second time, the Form is populated with their CRM contact data, that they can then update? i.e. How do I link a Site's login to a CRM contact? Second related question. I have a second module,
CRM usage limits button, links, custom fields
Hi, I think it would be nice to have in the module summary the usage together with the limit like you do for the custom fields where, see attached picture, you say Custom - 11 out of 305. Why don't you do the same for buttons, links and so on?
How to remove duplicate accounts?
How to remove duplicate accounts? Scenario - I am encountering problems with the accounts module. I have got the list of accounts lets to say 100 in accounts module I'm able to see the count as 100 but while creating the report it shows the count as 115. After extracting the report it shows 15 as duplicates. Can anybody help me out with removing these duplicates and why does this problem occur? Regards, Sajjad
Zoho CRM Community Meetups in UAE - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Dubai and Abu Dhabi. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns. Topics:
Dashboard visible to everyone
Hi community. I've recently created a dashboard - aimed at senior leadership. As such, I made the visibility just to the leadership team, adding them individually, user by user (not by roles). I have then got complaints from the sales team - clearly, EVERYONE had visibility. After doing a spot-check, I found out that every credential had visibility to the limited visibility dashboard. For precaution, I then changed it to "only me" and it turns out, this still makes it visible by everyone else. Has
Zoho CRM - Sharing Data
HI please can you assist i have signed up for the free CRM just testing it, im struggling to share data with a colleague of mine and when i use the steps in the documents i dont have any tab which allows me to share data.
Merge Record Owner Fields?
Hello, I'm new to Zoho and I'm actually currently doing research before recommending my company moves their CRM to Zoho. I was just wondering if there is a way when using merge fields to take information other than just name from a record owner's information? For example; Dear ${Contacts.First name}, [letter body] Your sales rep is: ${Contacnts.Contact Owner} you can contact them via email ${Contact Owner.Email} or Phone ${Contact Owner.Mobile} I can't see any way to do this at present, would there
Changing Date Field
I have dates entered in my Deals module but when I add them to a Template I would like the date to read : Month day, year. (September 7, 2018) not 9/7/18. Is there a way to format that? Thanks
ZSC key employee's menu
Hello I created my employee's account on Zoho CRM. In his role, I enabled CRM API> Zoho CRM API Access When I log in to my employee account, in Settings> Developer Space> API, I do not have the top 3 menus: CRM / ZSC Key / PhoneBridge API So I can not access the ZSC Key from my account to create a sync account in Zoho Camapign. How to do ?
Zoho CRM Community Meetups in France- Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce November's Zoho User meetups in Paris and Lyon. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns. Topics: Workflow
reporting member vs. non-reporting member
In Zoho CRM, what is a reporting member and a non-reporting member ? See this link : https://www.zoho.com/crm/help/security/reporting-hierarchy.html
Zoho CRM Community Meetups in South East Asia - Nov '18
Hi there, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce November's Zoho User meetups in Manila, Hong Kong, Ho Chi Minh City, Bangkok, Kuala Lampur and Singapore. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session
How can I get backup verification codes?
I set up Google Authenticator as my MFA for Zoho CRM. I use it for other apps so don't need OneAuth. When setting it up, I forgot to save a backup of the verification codes. How can I do that? I am able to login as Google Authenticator works. But just in case I lose my phone, I need the backup codes. The documentation says: But I don't see that tab? Click on the Two Factor Authentication tab on your home screen, then click Manage Backup Verification Codes But I don't see that tab? Where should
Updating a Field in Contacts - multiple records
Hi I need to update the data in the Description Field across multiple Contacts (over 100) in Zoho CRM How do I do this as a mass update? (there are too many to do individually) I have tried exporting the contacts to Excel, updating, then importing back into Zoho CRM - but Zoho CRM will only let me add them as new Contacts - it won't let me tick the "Update Existing Contacts" option Could you please advise on how to do this? Thanks Ross
Emails from CRM going to Outlook prompt annoying message to recipient
Hi, I would like to send emails from Zoho CRM, but when the sent message is opened in Microsoft Outlook, this message appears, probably because of the tiny invisible image that has to be downloaded for the email tracking feature in CRM. Is there a way to keep the email tracking in CRM, but prevent this annoying message from appearing? Almost all my customers use Outlook, so I don't want this message to make me appear like a spammer. Thanks! Steven
Associating Vendor to Existing Product
Is there any way to associate a Vendor to an existing Product? We've just started using purchase orders at zoho but our product list is already populated
Default field in Lead
Creating leads. All from same country/city. Want to set default values for these fields. Not obvious how to do it (from Googling etc.). This seems pretty basic.
Email Sync between Campaign and CRM
Emails that are sent from Campaign, is it possible that they also get added into CRM contact communication.
Selecting more than 50 contacts at a time?
In Zoho CRM if I filter out a list from my contacts that totals say 1,000 records and I want to apply a tag to all of them, is it possible to select all of them at the same time instead of just the 50 at a time that shows up in the view.
Zoho CRM vs Salesforce
Compare the benefits or features of Zoho CRM compared to Salesforce. Is there a current video talking about the benefits of Zoho CRM vs Salesforce?
I'm trying to move the imported deal contact names to the Zoho Contact Name field which is a lookup
I tried to use Zoho Sheets, but the Contact Name column doesn't show up on the sheet even though it is in the view.
Out going emails not working...
Is anyone else having an issue with outgoing emails not working when sent through Zoho. I did a chat and they said it was a known issue on their end. Just curious if this is site wide or just several users?
Zoho Scan Business Cards
Using this product the process takes forever (takes tool long and is very slow). Is Camcard https://camcard.com/ compatible with Zoho CRM? Any suggestion how I can scan in 600+ business cards into Zoho CRM quickly? Please give details.
Zoho CRM Python SDK documentation
Hi, where can I find the documentation of the SDK. I was using the get_records() of the SDK function but it looks like it does not support the fields parameter (page, per_page and cvid are fine). The function works fine but it fetches all the fields (I need just a few). Any idea?
Email Nurture customers
I currently have 20 services and for each service I have 8 emails. This totals to 160 emails I will send 4 emails drip feed before the lead is qualified I will send 4 emails drip feed when the lead is qualified 3 of the emails sent are the same across all services apart from the Images, links & content. The structure will be exactly the same. What is the best thing to do here ? Especially if i need to scale.
How do i generate report country wise ?
Hello Zoho CRM Community Members, I am using Zoho CRM basic version and in "Leads" tab we have many raw leads from many countries and i would like to know how do i generate Pie chart report of available leads as per country wise.? Thank you in Advance!
Filtering contact/account email correspondance in CRM based on heirachy
Hi there, We have an IMAP integration set up to allow all our users email interactions visable under the asscoiated contact, lead or account. As we are a small company, and nearly every employee works across each project, we have the IMAP integration set to public. This allows all contact correspodnace to appear in the email list in the contact profile. This works for the most part, however there are some emails exchanged between the client and higher management that do not necessarily need to
Documents Tab Empty
Hello Documents Tab Empty in any browser :-( I'm admin
Online Appointment Scheduling
I would like to set up a web page where my clients can schedule a time with me. I am familiar with other CRMs that interface with their calendar and offer this capability, but it doesn't appear that Zoho does. Am I missing something? If not, are there any third-party scheduling apps that interface with the Zoho calendar? Thanks! Ron
Set a Default Date for a custom field
In a Deal I have a date that I would like to set a default value for based on another field. For sake of the example, I'll call the first "Arrival" and the second "Cut-off". I want the filed "Cut-off" to be defaulted to three weeks before "Arrival". (Example: Arrival is set to 30-Dec-2018, Cut-off is defaulted to 9-Dec-2018) Under Workflows, I can setup the triggering event when the Arrival field is changed, however the Field Update does not allow me to select another field as the base to "minus"
Deal Stage Layouts
So my company offers about 8 different services. Each has a very specific deal stage and probability process. However, in the enterprise version I am only allowed 3 layouts (which in turn means only 3 unique stage processes). Is there a workarond to this? I dont understand why I cant use more layouts? I am sure large corporations have many deal situations they have to account for.
Mute Contact from SalesSignals
Is it possible to mute a contact or organisation from SalesSignals and SalesInbox? We have some suppliers within CRM and it is crowding out the SalesSignals everytime they email.
Change Owner - Email Notification Template
Is there a way to edit the the email template for the lead owner reassignment email notification?
Contact instant integration
Hi Zoho team, I'm quite disappointed that I need to either manually click every time or wait for the automatic sync to start transactions with customers in books. I should be instantly allowed to perform transactions with contacts as soon as i enter them as a contact. Can this issue be resolved ASAP?
Importing Invoices
Does Zoho have a spreadsheet or table format that would allow us to import invoice data from another source? In our invoicing module, we have it so Zoho creates a unique order number for new records, how would the effect this process?
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