Client users
I have enabled the integration of zoho crm with zoho project here. What does "Import from CRM" do here ? Does it import all the contacts in CRM or all the accounts here ? How can i associate a project to a CRM account ?
ID USER
Hello, I want to export a list; but I'm requested a login and password: This will be a password protected file. To open the file, please enter the first four characters of your email address and the last four numbers of your Zoho user id. I have the email address but I can't find my ID or any ID, anywhere. Where can I get it? Thank you, Muriel
Emails to be sent out at different stages
Hi, Please can I have some tips.. I am trying to send 4 emails (1 every 3 months) containing a survey through campaigns. I have an autoresponder set up based on a date field having being a certain number of days old, but it doesnt look like anything is going out. Is this the best way or shall I try something out? Thanks A
Website Hosting...
Does the basic package cover website hosting? Or do I need to go to goDaddy or something?
Automatic importing of Email Events to Calendar
At some point, google started recognizing and automatically importing events in gmail into google calendar. Is this feature available for Zoho? It seems to include meetup.com events as well as eventbrite, not sure if there are others.
Scheduled session only opens in web browser?
Although I use the Windows desktop app for Zoho Assist to support my customers, when I schedule a session in advance it seems those session will only start in a web browser. Is there any way to access a scheduled session from the desktop app?
No puedo crear usuario nuevos ni editar los actuales.
Estimados buen día. En el portal de administración ya no aparece los botones de user details ni user access por lo cual no nos deja ni crear cuentas ni editar las actuales. Muchas gracias.
The number of items per page always resets to 50. Can this be sticky?
It would be great if you didn't have to constantly set this repeatedly, but instead just have it just stick - at least for your current session. It's a pain to have to be constantly change this setting - especially for CRM and Inventory.
Question about Data Processing Basis
Hello, I have several lists that are considered B2B email marketing. The emails that are sent are to our external sales teams/distributors/sales partners. These companies help us sell our products to our customers. Therefore, the emails we are sending are product related and sent to those contacts that were provided to us by their company. Would these be considered legitament interest, consent required or contract? The LI choice asks for an attachment. Any help would be appreciated! Thanks
Our agent statistics are grossly incorrect due to the 'on-hold' status not pausing the clock. I know this is a known issue, but is there any other workaround to getting more accurate stats?
Hi, The main reason my organization purchased ZohoDesk is to get accurate ticketing statistics. Since sometimes customers take a long time to answer, our resolution time is insanely wrong. It marks one agent currently as 120hr response time. That isn't fair for the agent, because we like to use statistics to judge agent efficacy. Is there any possible workaround for a different way to make the statistics more accurate?
Connecting to outlook.com smtp server
Hi, Trying to set upp my outlook.com email account as a send to address in zoho using outlook's smtp server. On the settings page in zoho for adding an external from address I can't get the settings to stick. Custom smtp Port 587 TLS Authentication Yes Username Password I can add all these details in but the Update button when clicked produces a spinning icon but I remain on the page when the icon disappears and can't progress. Any thoughts? Thanks
Back to the old eMail UI (User Interface)?
Hello We want to go back to the old UI. The new UI has a worse workflow and we miss some functions like displaying the email size or displaying the email direct link or displaying the email content below the email list etc... How we can go back to the old UI? Best regards, André
Remote Screen Resolution
I have a remote system that runs with a very high screen resolution. When I connect to it via Assist, the graphics look fine, but any text is very hard to read. It would be great if Assist had the option to display remote systems at a lower resolution so that text is easier to view and screen updates would be quicker. Thanks, Jon
Do subscribers synced from CRM change lists after changing criteria fields in CRM?
Let say you have 2 CRM to Campaigns syncs: - Sync 1 for "Non qualified" leads to campaigns list "A", and - Sync 2 for "Interested" leads to campaigns list "B" now let say lead "Joe Feen" was "Non qualified", received a campaign email about a new product for what he is now qualified and he calls back interested. The sales agent change his status to "Interested" and now "Joe Feen" goes into list "B" for "Interested" leads. Is Joe Feen removed from list A in the next retrieval? by itself? or do I need
Exporting Emails
Hello, How do we export emails from Zoho to another email client / webmail if that were necessary? Thanks!
Change Default Start Page
Is it possible to have Writer start with a blank document (or nothing at all) instead as currently with recent documents and templates? Thank you.
GDPR
As users of ZOHO ONE, what is the best way to request consent to comply with GDPR? We use CRM and Campaigns with synchronization services. regards
Plantillas, insertar imagen
Hola, mi problema es el siguiente. Creo una plantilla y le inserto una imagen desde mi equipo. Cuando envío el mail, quien lo recibe no ve la imagen. Tampoco me permite elegir imagenes que tengo cargadas en zoho. Como soluciono este incoveniente. Gracias.
ZOHO Concierge
When I signed up for ZOHO-One, I filled in all kinds of information for the ZOHO-Concierge. I understood that I would be contacted by the concierge and that s/he would help me set-up ZOHO-One for my businesses. Meanwhile 5 months further, I haven't heard anything from the concierge. Did I understand it wrong, or am I supposed to do anything more?
Associate field from one module to another
Hello! I would like to know how to do the following: In my Potentials module, I have a 'Shipping Address' multi-line field. When I create a purchase order, I would like a field to auto populate/pull that shipping address. All purchase orders are connected to a potential with a Lookup field. Thanks in advance for any help!
I want to send to the first 50 out of 844 in a list. How do I do that?
I looked at segments but can't figure out how to segment by First 50, or something like that.
400K plan
Need to organize email campaign for 360 000 contacts for our client. Now they use but had been banned. I'm going to migrate this database, but I see that max. is 100 000 contacts. What's the price for 100K+? How long it would take time for sending campaign of 360K emails? We are going to use Zoho One licenses for all team members and Zoho Campaigns
Zoho Directory Sync
Hi, I posted an issue 6 days ago about the Zoho Directory Sync tool I found in the Cliq settings but not had a response. I installed the tool but had an issue with it installing the password sync tool so uninstalled. Tried to re-install however it says its already linked to my account so can't authorise. How do I remove the original install from my Zoho Directory?
"Account is Inactive" - please help!
Trying to reset password for my secondary account with email id:- delliioo123@gmail.com . The error message is "Account is Inactive". I have no idea why it would be considered inactive as it is secondary email account and is used extensively every single day. please look into it at the earliest
UI on every Zoho Product is totally different WTF?????
I am trying to use Zoho for all my business needs but now I find out that the UI between Zoho books and Zoho CRM is totally different. Zoho CRM has the menus along the top, Zoho Books has it down the side. If I issue a quote in Zoho CRM and convert it to an invoice everything looks totally different to issuing an invoice in Zoho Books even though all the information is the same. I also find that the sync between the two isn't automatic. Even the icon used for "setup" is a totally different image.
How do I delete a zoho mail account?
How do I delete a zoho mail account?
Zoho Booking app
Hello Zoho team, I understand that there will soon be a release of an appointment booking app. Any idea of when and is there a beta version available? Regards, George Thiess III English2Go
Meeting versus Showtime
Hi! I'm about to start making webinars for my clients so I'm looking for the right tool to do that. I found Zoho Showtime and Zoho Meetings very similar, which would you suggest? And why do you think both apps exists separately? Opinions and discussions are welcome!
Is it possible to make REST API call from Zoho to external system?
Hi, Does anybody knows if there is any way to make Zoho to call REST API function on external system? We would like to receive notifications on our third-party system about events that are generated within various Zoho apps. I wonder if something like this is even possible. I would appreciate any suggestion or information.
Zoho One - Highly recommended Upgraded Feature!
I have a fantastic suggestion for Zoho One to make it even better than it already is! At present to have custom domain names for all of the various services we have to manually create the same records and then email Zoho to activate the necessary SSL certificate. Why not change this entire process! My Suggestion Radically overhaul the domain verified service, if like my organisation you have more than one business domain name change the name servers to a hosted Zoho DNS setting. Zoho can then add
Can`t add or delete user
Hello, please help! can`t delete or add users to my organization via control panel, no active button(screenshot attached). Was able to add users via mobile application Zmailadmin but after I had reached 10 users it tells me that max user license limit reached please upgrade. And when I am clicking on upgrade button it redirects here https://mail.zoho.eu/cpanel/null (screenshot attached). And I can`t delete any user. Also, no active button to customize organization logo (screen attached) Thank you
How do i delete an email user account?
I have unused email accounts and want ot clean it up - it's driving me nuts!
Steps to migrate from zoho.com to zoho.eu
Hi, we are using Zoho Projects since 2 years, I read that there is a new server location in EU. We prefer to host our information in EU because Spain laws are restricted. The question is what are the steps to migrate to EU server location. Many thanks.
Communication /collaboration app
I am about to start a really big and complicated project. I also just signed up with Zoho-One (as Solo-preneur). I hope to be able to use Zoho to organize and coordinate this project. I recommended Zoho to one of my collaborators. Which app(s) should we use to communicate? Cliq, or another app? Or shall we stick to Slack, after all? Also, it seems that it is not possible to add collaborators to Zoho-Projects if you have a single account. How can I still collaborate with others?
Zoho Arranging Apps on Zoho One page
I understand changing the UI to be closer to CRM Plus is on your roadmap, however right now is there a way to change the order of apps on Zoho One's main screen? Thanks, Glenn
Applications
I have logged into my Zoho One admin panel this morning and noticed the attached image. However, i am unable to find the other 4 applications, other than Zoho meeting which isn't supported in Zoho One as of yet. Am i missing something?
Consolidated dashboard
Signing up with Zoho-One I was hoping to be able to tighten my organization. But with all the apps and no real integration (i.e. contacts don't sync between apps) I find I have lost oversight and I sometimes can not find certain things. Is there a consolidated dashboard available? How do other people do this?
Do 'contacts' not synchronize across the entire ZOHO-One platform?
How can I have 'contacts' synchronize across the entire ZOHO-One platform? (During my trial) it seems that contacts do not update or synchronize from Mail to CRM to Contact Manager, etc.?
Disk Space & Bandwidth Usage allowance ZOHO-sites in ZOHO-One
What is the Disk Space & Bandwidth Usage allowance in ZOHO-sites as it is included in the ZOHO-One bundle?
Sign up failure
L.S. So I have decided to sign up for ZOHO-One, but there seems to be a stubborn problem at ZOHO's end. Since yesterday I have been getting this error: So now I can not sign up! (not very encouraging )
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