Filter Widget on user
Hello, I shared a dashboard with users so that they only see their own data in that dashboard by: "New visit report"."Visit report owner" = ${system.login.fullname}. This data comes from our application "Visit Reports". But the 3rd widget in the dashboard
CSV export
Hi, when i do a CSV export on my computer all of the data for each entry appears in on cell separated only by a comma and is therefore not useable. This problem occurs only on a computer, not on a phone. Is there a way to fix this? Thanks
Agent creating multiple duplicate accounts
Hello. One agent, in particular, is constantly creating new duplicate accounts in Zoho desk. The following appears to be happening A new ticket is received and automatically assigns to the correct original Account. An agent responds to the ticket and
IMAP FLAGS DON'T WORK
Good day. I have a paid Zoho business account under a different user name as well as a paid Google Apps account. My original purpose in paying for a Zoho business account was to move the Google Apps account to Zoho. Regrettably, I find Zoho's implementation of the IMAP protocol to be deficient in many ways. Although Google Apps' IMAP is far from perfect, I now find it superior to Zoho IMAP. For now, I just wish to discuss some of the problems that Zoho Mail has with IMAP flags. For starters, Zoho
5.1.8 Sender Address Blocked
I am getting an error 5.1.8 Sender Address Blocked when sending to SOME email addresses. My outgoing email count is fairly low at about 20/day. I'm hardly a power user or sending abusive amount of email.
Android Mail App - Calendar Invite acceptance email not sent
If you click 'Yes' on a calendar invite in the Zoho Mail WEB app, the organiser/sender of the invite gets an email with subject: "Invitation Accepted : <original subject>" which then shows the organiser that you have accepted the invite in their calendar
Website migrated from one account to another and now 404 error
I have recently had Zoho migrate my site www.eventcover.co.nz across from an old account to my new account. The website has been mapped to my domain successfully, however, I am now getting 404 and 301 errors and cannot access my site at all. I understand
Live Stream not working
Live Stream is not working on social.zoho.eu In my other company it IS working, but not for this one. Can someone please have a look?
I'm getting this error: Object reference not set to an instance of an object
I have this code: The same code I have as an example. What should I add more to create a contact? All my fields are strings, so it's not a problem. What I am missing right now?
It ZOHO CRM does not open for me
أنا مسؤول صفحة CRM الخاصة بي ، ولا يمكنني فتح طلبي
Contact Merge or Update
I have a customer who setup a new contact as his old email is no longer used. The new contact evidently is a child contact so it will not let me merge the 2 contacts. It will also not let me update the old contact with the new email as it says it is a
Zoho CRM Comparator Report equivalent in Zoho Analytics
We are trying to migrate CRM Dashboard to Zoho Analytics, but unable to do so because of the Comparator reports supported in Zoho CRM which is not available in Zoho Analytics within single Chart. I have attached a sample from Opportunities module where
New user cannot see company data
Hello. I set up a user account for a new colleague. The zoho invite email took a number of days to reach her inbox. She has clicked on the link and set her password. When she logs in she cannot see any of the data for our company. When I look on my settings it says her user account is "not confirmed". How can I get her login sorted so that she can view the same company data that our other users can see?
Rejected Remote Control request - Android v1.10.2
Sent an email to support on this topic from the phone. Able to set up a remote session and enabled Unattended Access in this new Android v10 phone. When attempting to remotely control the phone we received the message; "your customer has rejected the
Form validation - 400 Bad request
Hi, I have a problem with a form. When we validate the form an error "400 bad request" appeared. The validation message is not displayed, but the form is still taken into account in our management tool. What's the cause ? How to fix the probleme and display
Zoh Bookings takes 2 hours per meeting but the config has 1 hours mentioned
If I look at the consults I have chosen 1 hour. If I look in the agenda. For 1 of the agents he takes 2 hours. The other agents is ok:
Email Signature Images Not Displayed Correctly In Outlook Clients
Hello, I already have an open support request, however curious if others have experienced this issue: Regardless of how the image is inserted into an email signature through the CRM, upon opening the sent email in an outlook client (desktop or mobile)
Hosted Payment Page with GoCardless - User has to type everything twice
Hey, we use the Hosted Payment Pages with GoCardless. The has to type all his data one time on the HPP and then he will be redirected to GoCardless and here he has to select the country and after this he has to type all his data a second time. All the
A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed
zcrmsdk.src.com.zoho.crm.api.exception.sdk_exception.SDKException: Caused By: None - HTTPSConnectionPool(host='developer.zohoapis.in', port=443): Max retries exceeded with url: /crm/v2.1/settings/modules (Caused by NewConnectionError('<urllib3.connection.HTTPSConnection
Automatically assign users into user groups when using Azure Active Directory
We have SAML set up for our Help Center using Azure Active Directory. However, this obviously negates the user sign up moderation and therefore we would have to manually run after every new user to assign them into the correct user groups, as we are using
Iphone closing application when clicking on potentials.
Been using contacts to create notes because the application closes when I click on potentials from the meetings screen on my iphone 14 pro. NEED A FIX!!!!!
automatic number order
Hi everybody i try to order my products and i insert an ID field with automatic number but when i arrive to the number 10 the sistem put this record between 1 and 2. Someone can help me? thank you all! Simone
What to do if I have bills dated previous year but paid current year and invoices dated previous year but they are paid by customer current year
Hi, I am migrating from QB to Zoho book, I have bills dated previous year but paid current year. Should I record the bill from previous year in Zoho or I just have to type it down the corresponding amount in accounts payable opening balances? I have
Calendar with thunderbird lightning doesn't keep login password
Hi, I'm using thunderbird with lightning for my email and calendar. I added my personnal calendar (https://calendar.zoho.com/caldav/xxxxx/events) to thunderbird/lightning and it works fine except that each time I launch thunderbird it asks me my login and password for the calendar only. If I check the option to store the username/password in thunderbird when I enter it, there is no change, it keeps me asking for the user and password next time. I don't have similar problems with other calendars.
Total on hand issues
I have a subform where I add quantity distributed or quantity returned in inventory. The total on hand is part of the subform and I have it populated with the queantity on hand. The workflow formula is if(SubForm.Quantity_to_Distribute != null) { x
Workdrive desktop app does not work with Ventura.
Workdrive desktop app does not work with Ventura.
Error using zoho.sheet.createRecords: There was a problem while trying to integrate with DRE
In Deluge, when I try to use zoho.sheet.createRecords to add to more than 1000 rows, I get this error: There was a problem while trying to integrate with DRE Only some of the data is added to the sheet. The number of rows added varies each time, but it
Desk login
Hi, I can't login to my Desk, every time that I try it ask me to create a new Account, I already have one, but I'm not able to login and see my tickets. Best regards Victor
How to use proper InvokeUrl command to transform file Content-Type from Multipart/form-data to application/pdf ?
Hi, I have a big issue with using invokeUrl to push a file from Zoho CRM with different header's content-type format (application/pdf) to Messagebird server. After upload successful into Messagebird server, the result of file content-type always in
Adding Office 365 users defaults to Global Admin and current department
When adding a new agent from the agent screen using the Add Office 365 user it grants them global admin unless you select light agent. This seems a bit overzealous. Instead, it should default to agent or allow end user to use the custom option. Other
You can't report problems related to "Community Portal" in English.
I tried to report a small problem on the Community Portal but there are only options to report problems related to Community Spanish, Community French, Community Dutch, and a couple more. I thought you may want to know that.
Mail Merge not working with phone numbers
I'm using zoho CRM doing a mail merge with multiple phone numbers. This is all based out of the 'Contacts' page. When I merge the phone number that is for the client (the one built in to the 'Contacts' page) it merges correctly for format '(123) 456-7899'.
Custom Module error when sending email (special character)
I've created a custom module in CRM. We send emails from it. Most users get an error message when trying to send an email, saying there's a special character on the "recipient's email address". The records are named as follows: "SD: 'Opportunity name'
note went blank
My notes for a whole lesson is blank I wrote it down, close the app, open again, it's gone. Even tried copying it but it's gone. I do have sync on but idk how to get to an older version backup. On android :(
Unable to Select multiple documents or move them in Zoho Workdrive while using Permalink
When I first access a permalink for a folder in workdrive, I am able to see the details of documents and folders, select them, and move them just fine. But if I select a folder, the details go away and I am unable to select them. I can right click and
Issue with Activesync/Outlook Sending and Receiving emails
I have a user that is not able to send or receive email today. She is not receiveing email on her phone or Outlook but webmail is working properly. My account is working properly and I have verified the settings are all correct on her phone and Outlook.
Stuck on Field Mapping
While importing, the process gets stuck on the Field Mapping. I have tried this on Safari and Firefox. It shoews the working dots. Any ideas?
Smtp failed to authenticate
I have setup a domain for my email account, and it is verified with mx record. Here is my smtp settings: MAILER=smtp HOST=smtppro.zoho.com PORT=465 USERNAME=xxxx@mydomain.com PASSWORD="xxxxxxxxxxxx" ENCRYPTION=ssl But it keep failling with following message
Email won’t work
I have removed TFA and can send and receive emails through the Zoho app on my Mac with Ventura however it will not work using Apple mail, it keeps saying it can’t verify the account?
Não estou autorizada a enviar e-mails
Boa tarde Não estou autorizado a enviar e-mails através da minha conta. Está relatando o seguinte erro: Não foi enviado envie uma mensagem; Razão: 553. Retransmissão proibida. Domínio inválido - daniela@ assuncaoemedeiros.com.br O domínio está ativo
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