Password for SMTP server will not be saved in IMAP configuration
Hi, I've configured the IMAP-Integration and later Zoho has synchronised all the e-mails. Super After that I've tried to send an E-Mail but it has not worked. I've checked the configuration and I could see there was no Password for the SMTP Server configuration. I've typed it in again and updated it but Zoho has deleted the Password in the password field. I've tried it many times but allways the sam result. Do you have any ideas for me. I can't send out E-Mail now. Kind Regards Volker PS. Attached
Invalid Characters like \\\\\ getting added after some days, Next line text in description alwaysgets mixed up
Hi, We have serious issues with ZOHO CRM, in Contacts. #1. Description field partial text gets deleted automatically. #2. If we use special character(',",-,;) data shows additional backslashes (\\\\\\\\\\\\\\\\) #3. In Description: After adding data, it changes structure. Eg: If we add 2 paragraphs with 2 blank space between them, it gets updated and shows properly at that time and after sometimes it get mixed up. These are serious issues to be sorted ASAP or else you are forcing us to move
Record insert in account module suddenly stopped working
hence the ZOHO response for past 3 days and doesn't fix it yet.. at first the record was inserting good, but update was not working hence i have contacted support to check and help us for the update process, but when they started their support process the record itself is stopped inserting and they ask me to check with my code which was already working that too with silly solutions like - use " instead of ' and more solutions kinda the same i don't know whom to communicate regarding this issue
importing in Zoho CRM - EU datacenter edition does not work
Hi please assist, we are stuck Functionality Standard functionality is not working Via setup >>> import form other CRM >>> mass-import tasks, calls, events, attachments Environment Zoho CRM - EU datacenter edition (in zoho.com it is all working fine) Situation After importing leads, accounts, potentials we face issues with importing actrivities. See attached CSV with migration results, it can not match with existing contacts even when using the exact same name. Problem Importing new tasks in EU
One field incorrectly defaulting to wrong value
We have a custom function which converts potentials to a live account (cctv site) . One field isn't transferring properly and I can't work out why. The coding is as follows; void workflowspace.CreateCCTVsitesRecord (int potentialId ) Edit Arguments potDetails = zoho.crm.getRecordById("Potentials" ,input.potentialId ) ; mp = map() ; mp.put("CustomModule2 Name",ifnull(potDetails.get("Potential Name"),"")); mp.put("From Potential_ID",input.potentialId); mp.put("Main Stakeholder_ID",ifnull(potDetails.get("CONTACTID"),""));
Can't change a bigint toString
I can't seem to change my "counter" variable into a string. The toString function does not appear in the options of functions available. Any ideas what I am doing wrong? objOffer = zoho.crm.getRecordById("CustomModule1",input.vOfferId); vOppId=objOffer.get("Opportunity_ID"); response = zoho.crm.searchRecordsByPDC("CustomModule1","Opportunity_ID",vOppId); counter=0; for each item in response { counter=(counter + 1); } if( counter < 10) { strCounter="0" + counter; } info strCounter;
New Zoho CRM has problems; switched back to classic until problems are fixed
I have to say that I'm a bit disappointed in the Quality Control with the new UI. Several dashboard views are formatted wrong. I've had to switch back to Classic view until they're resolved. Specifically, we use 100% Stacked Bar dashboards frequently to show % of total. With the new UI, these charts show data in units, instead of %, which makes them useless. [I do like that the new UI shows the data labels rather than making you mouse over to see them; the data's just formatted wrong.] Certain
Permission denied since friday
Hello, One of my colleagues is facing login problems. For zoho.com, permission is denied due to certificate out of date. The other two people who use the solution do not face such problems. Thanks for your help, Mr Asphalt
CRM events doesnt pop alert (reminder)
Hello, I just configurated my CRM calendar to get pop alerts 10 minutes before the event and nothing happens... no alert, no notification... nothing. Regards, Julen
Zoho RingCentral Integration problem with softphone
We set up the Zoho integration with RingCentral. It works great. However, there are times when the operator needs to manually type a phone number into the softphone (for example when a phone number is in the notes field). When the phone number is manually typed into the softphone, the phone call just has a beeping sound instead of ringing through.
Accidentally deleted report
I accidentally deleted a report - sales by sales person. How can I restore this or recreate it? I don't see the Create Report option that was suggested in other posts. Thanks, +Jason
contacts not transfering using outlook addin
I am using outlook addin with outlook 2013. After review I noticed only some of the contacts are transferring. Seems the new ones are ok but some of the older ones are not transferring. How do i get all contacts to sync with outlook?
Product tax calculation is incorrect
Just trying out zoho and really surprised that I find this problem. For invoices and quotes, I add a product. List price £10, VAT (20%) tax is on that product and it puts tax of £2 on that item line. But when it comes to the tax total, it's adding 20% again (an extra £2.40). Something isn't right here. Can you explain?
Office 365 - Old Calendar Events being sent from Office after enabling the plug-inn
After enabling the Microsoft Office 365 Extensions & APIs application, all my old events from zoho calendar started emailing to the participants from within Office 365. As you can imagine this was not good. Has anyone else experienced this? Seems to be an issue with zoho? We are working to sort this out and can't get to the root cause.
How can we sync the "Qty in stock" field (in CRM) with the "stock on hand" field (in Inventory)?
As the question, I have a problem when trying to sync the figure of "qty in stock" fields in Zoho CRM with the "stock on hand" (or "Available") in Zoho Inventory. I tried many different ways... Please help!
Sync stock in hand figures of CRM with Zoho Inventory
As the question, How can we sync the numbers of "qty in stock" fields in Zoho CRM with "Stock in hand" fields in Zoho Inventory? Please help
Search field not working correctly; causing duplicates to be created.
I have reported this problem several times over the last 2 years, zoho do not appear to be interested to check their programming code to correct this issue. I have just tried to search to find a company i KNEW i had, (the default one on the black navigation bar all modules boxes were ticked), it found some notes but not accounts or contacts, in the end i had to use just one of the words in the company name to help find it, which will bring up other results with the same word in the company name,
Zoho CRM organisation id
HI How can i get organisation id of login when iam authenticated through api ? Is there any way for authentication with out application specific passwords ?
Choose which status columns to display - CRM Deals View
At the moment, when you create a new view in the potentials (deal) module, you can choose which columns to display for the 'List view' but for not for the 'CRM view for Deals', it will only show all status columns. We would like to be able to choose which 'status' columns to display in each custom view (for when viewing in the 'CRM view for Deals'). e.g. see attached Thanks
uploadFile method with python
Hello, I am struggling to properly upload a text to a lead. I am using the requests library to post the request. I think there is something wrong with my file stream object or I may be missing some header info. file_stream = io.open('zcrm_%i_example.txt' % lead_id, 'r') params = base_params.copy() params.update({'id': lead_id, 'content': file_stream}) url = json_base_url + 'Leads/uploadFile' resp = requests.post(url, params=params)Here is the response I am getting, it seems that the 'content' keyword
Zoho CRM compatability
Looking to set up Zoho CRM for a small business. Would like to know the following: - Can you use Zoho CRM on an ANDROID mobile? - Can you export all contact details to gmail account from Zoho CRM? - Is it compatible with 'Campaign Activ'? of which we use to send e-newsletters.
data from Account fields do not update in Sales order or Invoice
hello, from the web version, when I convert a sales order to invoice the Due Date do not update on the Invoice. I experimented with the "convert sales order" map field option on the Customization Menu, but this is option is only available for the Custom created fields... This "Due Date" field is a system created field and normally these should map by default, right? can you assist me please?
Creating an event and linking with something
When I'm creating a new event and try to link to somebody or something it just doesn't open the search window. For exemple: I open a new event window, select company, click on the search image and nothing happen. Tnks.
Email 'from' and 'reply to' options not displaying when sending to leads
Hopefully you can help me. I have spent the last TWO DAYS getting bounced around in your support with no solution to this issue. Your template/email revamp is not currently allowing me as an admin to send emails from sub-user/manager email addresses. My user process: 1. Got to send email to lead 2. pop up opens 3. i can select templates from drop down 4. but no matter what template selected, no option for change in send. Emails will ONLY send from my email, there is also no option at all for 'reply
BUG: Zoho 2016 product description changes in Sales Order / Quotation not exporting to pdf (works in old version)
I already contacted your support about this, but have been given very poor support... there's a bug in your new version: When creating a quotation / sales order / invoice in the new 2016 product, if you update the product description, the exported PDF does not contain the updated infornation. To duplicate this: In Zoho 2016 Create new Sales Order Add Product (Line Item) Modify Product Description (add the statement "ADDED FOR VIEWING ON EXPORTED PDF" Save Sales Order Export as PDF See that ADDED
Zoho running very slow for CRM
Hello, For the past few days ZOHO CRM has been running very slow for my entire office. Data is running slow to save and retrieve. Also, the chat system is not working. Please advice. Thank you
Convert Buttons - Custom Buttons question
Hello, I am looking for a simple way to create a button to "Convert" records. To be more specific I need to layout our current Zoho structure. Contacts: Any contact our organization wishes to track. They are not yet established as a 'Lead' and may always remain as only a contact we wish to keep stored within the CRM. Leads: A Contact or Organization that our company has identified to bring potential deals to us. Opportunites (Deals or Potentials): Potential deal or project is now on the table and
When should I Convert a Lead?
Hello, I am working to match our company's philosphy with Zoho CRM and could use some advice... When would you want to convert a Lead to a Comany/Contact & Create a Deal. We have a couple different scenarios in our business that I have listed below. Scenario A) Lead has relevance to our business and has the potential to bring us business in the future, BUT there is no current deal on the table being discussed Scenario B) Lead has relevance to our business and there IS a current deal being discussed.
403 redirect to home
Hello, I have mapped an old domain to Zoho CRM. I have many old backlinks pointing to old pages not more existing. It would be great if I could redirect these pages (actually giving 403 error) to the home. I have tried with "301 redirect" tool in SEO section of my dashboard but unfortunately does not work. Anybody knows how to pproceede to a global 403 error redirect? Thank you
403 redirect to home
Hello, I have mapped an old domain to zoho crm and now many old pages are giving an error (403 error) because they do not exist anymore. I would like to redirect these pages to the home, is possible in some way to redirect 403 error to the home? Thank you
MailChimp/Zoho Integration - Best Option for Configuring
Hi Zoho Support, We are trying to integrate MailChimp with Zoho. The first tool we've tried is Cazoomi. I am not sure this is the right tool for us. We do not use Zoho Campaigns. Rather, we use Zoho for Contact and Task tracking. We use MailChimp for our mailing lists. This is what we need to do: In Zoho we have created a boolean checkbox for e-mail opt out (in Zoho). We need to trigger this field to be a "Yes" value if someone unsubscribes from MailChimp The Zoho Email Opt Out field is on the Contact
Emails in Office 365/outlook deleted items folder don't appear in Zoho CRM
I am seeing an issue with the IMAP integration between CRM and Office 365. If I move an email item from my Outlook inbox to the deleted items folder, the item disappears from Zoho Leads email related list. I move all emails to my deleted items folder and use search to retrieve any I need. I never permanently delete emails. I assume this is a bug? According to the helptext this should work:https://www.zoho.com/crm/help/email/configure-imap-account.html When the IMAP account is set up, your sent
Canceling CRM plus and loss of info
Hi Just had a trail use of CRM Plus. Its a good tool but will not upgrade just yet. i have created a survey and want to check if i can still access this survey and the results once i cancel CRM Plus. Also will this effect any information on the actual CRM. Thanks
Not able to get any replies or integrate Zoho Mail with Zoho CRM
First do I need pay to integrate Zoho email with Zoho crm? If not how can I do it!
Synchronize Contacts
Hi, I am using Zoho CRM or contacts but I have to write my E-Mails with Mac Mail (El Capitan). After searching for ages to find a way to use the contacts from ZOHO for my mails I'm very frustrated now. Is there a possibility to write a Mail using Mac Mail and Mac Contacts and use the contact data from Zoho? Yours, Regina
Save filters as a web tab
Is there a way to save some custom filters as a web tab? There are main filters I would like to access easily.
searchRecordsByPDC and Search Column
Hi there! I need to find a record by column Secondary Email. The output I have Invalid Search Column.Check it now. In request searchColumn I passed value 'Secondary Email'. need help, please, thanks!
Undefined / Loading
After adding task inside "Mozliwosci", at the bottom of the company page, it displays this error:, request for help Regards Tomek
Filter error
Hi, I have a report for months. The report brings a month prior to that in the filter. The filter is from April to July but bring March.
Grand total problem
Hi. I have made a Invoice template for CRM. Everything is Ok but Grand Total. All fields are correctly filled, but the grand total does not appear. Could you help me? Thanks Esteban
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