Email Integration Office 365 error Unable to get SMTP email"
I'm unable to integrate office 365 with zoho crm. In setup, Channels, Email, Email Integration, Office 365, configure. I login to office 365, then I get this error "{"error":"Error while adding account : Unable to get SMTP email"} how can I login?
Linking records to track referrals and mainting that link when converting the lead to a contact?
I'm trying to track referral sources, i get a lot of business from word of mouth and i want to track that and create automations to thank those who give me referrals. So lets say i have an existing client "John Smith", and he has referred about 15 clients
ZOHO 204 non content responce on Contact and Project modules.
Im Using ZOHO Contact Module and Project Module. When Fetching data from REST API. Sometimes I get 204 responses, But after a few time retries API returns 200 successful responses with the content. Is there any reason for these kinds of issues?
Product image in quote???
is there a way to add images to product i see that someone else write this question buthas 5 months without a reply can u reple this please
Customer Support Chat or Email? (Zoho CRM)
Is there a customer support chat or email that is awnsered fast? ( Zoho CRM) Just got 3 license to start using zoho and already got some problems.
User profile pictures not updating
Last week a couple of users added a pictures to their profile but this has not updated across the organisation and it is still showing the default blank white head. How long does this take to update?
I have two Associated Items in a Transition, How to make only either or condition for only one Associated Item to be filled for completing Transition?
Hi I have setup 2 associated Items in a Transition for moving from one stage to another in Zoho CRM Deals Blueprint. For Example to move from Presentation to Demo Stage, The Transition requires Either to Log a Call or Log a meeting, before it can move
Insert Product Image in Quote : Product Line Item
Hello Can we insert product image in any inventory modules : product line item level? If not, can we embed in the HTML templates? So that we can view those product images in PDF/Emails? Please let me know if the above mentioned feature is possible or
How many currency fields can be able to add in Zoho CRM?
Is it possible to add more than 10 currencies? Any workaround for this?
CRM Workflow rules
Hello, I have set up a simple workflow to trigger an email based on a contact field {date} update/create. I intend to update the field weekly in order for it to send emails. I am testing it and It only sometimes work. It will not send an email every time
Newly imposed limitations in the Calls Module?
I went to make some changes today in a flow that's been running fine for a while, and was unable to do so as a result of ZohoCRM permissions restricting access: So I then head over to CRM and find the corresponding automation, only to be confronted with
Adding more Currency fields
We are a finance company and need to have/add several more currency fields in our credit application, etc. We are maxed out. This was never explained to us by our Zoho partner. They are saying we are limited to Can you please help us make these modifications?
CRM 2016 - Potentials Won/Lost Pop-up Screens
I strongly dislike the pop-up screens that open when you change the potential stage to Won or Lost. 1. CLOSING DATE: I don't like having to depend on users entering correct data. Since the pop-ups were implemented, my workflow automation rule to change
How to see which scoring criteria my contacts meet?
Hi! I've laid out a scoring system in the CRM as well as in Campaigns, but I am not sure where/how I can see which scoring rules my contact meets, specifically. Is there a way to do that?
I would like to create a meeting and have the location pre-populated to the account or contact location
I am looking into leaving salesforce and move to zoho. In salesforce if i was on the account screen, or contact screen, i was able to create a custom button for an "customer-site meeting" in which case some of the meeting information pre-populated. In
New user can't load crm
I created a sub user and tried to log in myself with an incognito window in both firefox and chrome. All i get is a mostly blank page, I get the "CRM" bar on the topk with no modules, and a white screen with gray boxes where my dashboard modules would
Does the Exchange add in work if you have an on-premise exchange server as opposed to cloud?
I managed to it installed on my outlook client, but when i try to associate an email, i get an error. "The Exchange and Shared mailbox have no support for the Associate Email feature". Is this just incompatible with on-prem self hosted exchange? Or is
Additional email receiver does not receive email notification.
Hello team! I set up a work flow rule that sends a "new lead" email notification to the lead owner, sales director and myself every time a new lead is created in Zoho. I wanted to add an additional email (my boss's email) as a recipient but he does not
CRM incorrectly asserts that emails are bouncing even when Zoho is the MX provider and delivers to them correctly.
Folks, All of the salient points in this video are blurred. Zoho support has an unredacted version. Zoho CRM asserts that email addresses are bouncing even though Zoho is the MX provider for those email addresses and all external inbound email to those
Changing a quote status when converting a sales order.
I would love to see that when you change a quote into a sales order that the status could change to Won.
Workflow Deluge Script Challenge?
Building a new workflow in CRM. When a new sales order record is created then a custom function inside the workflow is executed which parses the "Subject" field to extract the order number and copies it to a custom field named "Order Number" in the Sales
Upload a Attachment in ZOHO crm by API
Tips of the Day We can Upload the Attachment inside the Zoho CRM in a record using API. File Type:- Any file type like (mp3,jpg,png). First Get the file and make it a file resvp = zoho.crm.getRecordById("Leads", lid); attachment_Id = resvp.get("MP3_File").getJSON("attachment_Id");
Word Template Merge Not Working
Hi from the UK, I set up a new computer yesterday and today I am unable to merge an existing Word Template, on either the new or old computer. Basically, I select the Template then select the Contact and click Merge. All that happens is a blank page is
integrating lead module with zoho desk?
Hello, I wanted to integrate all of my leads including contact and lead modules but Zoho just allows to integrate ''contact and account modules'' between Zoho desk and Zoho Crm. The majority of my customers are in the lead module. How can I solve this
Help to Copy data from CustomModule and Contact to Potentials Module
Hello, Our Challenge: We need help with the deluge script to update the Potentials Module with data from Contact when it is updated. We have a custom module ("Coaches"). It has a many-to-many relationship with Contacts. One coach will serve many contacts.
Cannot update Tag via API
I'm trying to change Tag via API, but it has no effect. I've tested my code - it can update other fields, so I suppose something is wrong with the POST body. Here is my POST body sent to /crm/private/xml/CustomModule1/updateRecords?newFormat=1&version=4&scope=crmapi&authtoken=****
SalesIQ Online Visitor not displayed in CRM
Hello, I have 2 users who are - administrator in CRM - administrator in SalesIQ The SalesIQ - CRM integration is active. For one users, the Visitor Online "widget" (I don't know how it is called") is displayed at the bottom of her CRM window (screenshot)
Extension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulated
Delete duplicate events in calendar from google sync?
I accidently synced my personal calendar as the primary, and then set up "unavailable blocking" for my work calendar. I corrected it, but now my zoho calendar is full of duplicate events. how can i delete all calendar events that were imported from google
Test Emails not showing up
Just created a template. Created a Test Client which goes to my GMail account. Sent 4 emails and not ONE has showed up. Worked fine a week or so ago when I tested. Worked fine this morning to a support person's personal email but he couldn't figure out
Why doesn't crm support data masking?
Getting sensitive information like personal id numbers should be masked to keep them safe from someone looking over your shoulder! I.E. you know how just about every site where you enter sensitive data has "click to show" otherwise it just shows ***
Power BI
As part of our sales process we "lock" Closed Won Potentials using the Approval Process. We're currently in the process of setting up Power BI in Zoho Analytics to call data from Zoho CRM and are seeing that Potentials are not pulling in. Would this be
Feature Request: Prefilling text fields with default values and from formulas/functions
I really wish zoho supported this. It is available in salesforce and saves some clicks vs having to run a function after a record is created/edited. For example i have zoho fill a basic template, pulling some fields from the associated account/contact/lead,
Sending email follow up automation
I would like to know if Zoho CRM can do automation on sending follow up email 1 weeks after i send quotation and how to do the set up We are sending company profile to lead manually and would like to follow up after 3 days. If we would like to do follow
API-Name change is not deployable to production.
Hi, I have a problem regarding the ZOHO-Sandbox; I was trying to change an API Name in the Sandbox environment, and after I changed the value, it wasn't listed in the change log. Therefore the change couldn't be deployed to the production environment.
Multi-currency needed in potentials, products and probably in other places too
It's great that there is certain support for multiple currencies, but it's strange for me I cannot define products in multiple currencies. We sell hours in dollars and euros. Now I have to artificially create a product in euros (base currency) and then modify the invoices manually, not logical. The same goes for potentials. Again, a potential is not necessarily in the base currency. I'm new to Zoho, there might be other places it's missing, but these were the most important ones for me.
Organizing Dashboards
Allow for the reordering of dashboards. Right now they are ordered in the order that they were create it. Simple fix for this is sorting the dashboards by there dashboard name. A second part to this is allowing for the ordering of Dashboard components.
Add merge fields in email template signature
Hello, I've created a mail template which will be used to send follow-up email to the lead we've met at a Industry fair. The leads are added to the CRM by multiple Sales rep, so each e-mails must be sent using: the lead owner email address as sender the
Mass Data Migration (Import) with current and past Users
Hi Team, I am belive I am about to face a significant problem when trasnfering data from a Zoho Creator Database into the Zoho CRM ecosystem. I have mutilpe Modules, that are all linked. I can manage that data transfer, with ID's to reference each other.
How to delete or change stage history?
Hi, I saw previous posts where people was asking about it but the answer is not clear or very old. I have the hope that could be posible now. I modified a potential wrongly and the stage history is affecting my reports. Can I delete it or modify it? Thanks in advance. Dennis
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