Searching & Modules
When searching in Desk using the search bar or "/" key, it searches the current module you're looking in. However, in order to find what I'm looking for, me and my team have found that you need to select the "all modules" in order to see tickets in the past, and other results. i.e, there's a lot of tickets that don't fall underneath "tickets", but are only found in all modules. These are recent tickets, too... talking within the last month or so. What's the news with this? Are they moving out of
Email Notification From Linked Module Not Sent When Related Contact Record Email Is Targeted
I have a workflow that is supposed to send a email notification triggered in a linking module edit, and send the email to the related contact record of that linked module. The audit log shows that an email is sent, but no email is received. If I specify a record owner to be notified instead of the related contact record, the email does go out? Workflow Condition When = This rule will be executed whenever the field Participant Status is updated. Condition = PS2 Verification Code ISN'T Empty AND Participant
Auth error on trying to send email
I'm trying to send emails through ZOHO and my Ghost blog (hosted on Digital Ocean), but I'm getting the error "535 Authentication Failed. Please check your email settings". This is how I'm configuring it: "mail": { "service": "ZOHO", "transport": "SMTP", "options": { "host": "smtp.zoho.com", "port": 465, "secureConnection": true, "auth": { "user": "user@customdomain.com", "password": "xyz" } } }, I'm creating an app specific password
Inputting phone numbers in an international format (like +1.888.888.8888) issues
Now getting an "Invalid Phone Number" error when entering in an international format (like +1.888.888.8888). This is a severe limitation. Previously there was no problem with a phone number entered in this format......Why did this change???
Unattended Access not working
When trying to connect to any server using Unattended Access the screen stays on Please wait Starting Support Session It never goes any further. As we support multiple Schools, during the Covid-19 crisis this is a complete disaster. Please advise asap Thank you
Failed to Load ZML
My Bookings app cannot display some of the appointments for no apparent reason. Same service, same date, same service person, and people signed up from the same page within a few days. Some appointments can be opened in the app, some are listed on the calendar but when clicked, get "Failed to load ZML" message. All appointments can be viewed on the web without problem.
Not able to access newly created form for data entry.
Hi All, Problems: I am not able to access or view the form that i created using zoho people.My role is Admin. Purpose: I want to do data entry into the form for my data verification and testing other functionality in workflow. Can any body please help into this?
Cannot use Mail referral program.
When I try to send invitations for Zoho Mail, I get "You are not authorized to perform this action" error. How do I fix this?
Portal Form - DOWN
Hi all, anyone experiencing issues with any forms loading on a customer portal. As you can see its not a case of hidden fields as there are no buttons to submit or reset. also when clicking to edit an existing record the loading page is just continuously loading
Saving filters of projects
Hi! We are managing over 600 projects at the same time (+ we have 500 archived projects) and we have grouped them in almost 15 groups (1-4 groups per department). We have noticed big performance issues after exceeding 150 projects! Apart from that users complain that they have to filter projects every time they open a list of projects (in most cases each department would like to see only their projects -> maybe 100 projects instead of 600). Believe it's very frustrating... Could you consider improving
unlocking your antispam
Hello Your antispam has us blocked I want to ask you if you can get us out of there. We had problems with an account but it is already solved the ip is 190.128.226.123 - mail.pagoexpress.com.bo Cheers
DKIM Verification
I did configuration same as the guild, but still can't enable DKIM. I checked the key with thirst party, it show that it is a valid key. Please support me. How can I enable it? I took almost a day with this, tried many solution by still can't get it.
Unable to receive emails
Hi I am unable to receive emails that go to my new email are you able to check it. I get an error that shows like this when my email gets rejected. imf30.b.hostedemail.com rejected your message to the following email addresses: sales@bolinostudio.com (sales@bolinostudio.com) Your message wasn't delivered because the destination email system rejected your message for security or policy reasons. For example, the email address might only accept messages from certain senders, or it might not accept
Zoho Flow creating Zoho CRM entry and data type problem
Hi all, I'm trying to connect Calendly with Zoho CRM. From a logic perspective, I'd like the following to happen. Client schedules a call in Calendly Call is added to Zoho CRM record A Task is created with a due date 14 days after the scheduled date of the call The call is added just fine - no issues there. When I try and create the follow up task, I'm running into issues, specifically with the due date and data types. No matter what I try, I get a data type error on the CRM side. CRM is receiving
Getting around the reporting time limitations
Hello, How are folks getting around the restriction on reporting for data created within the last 366 days? We have data that is over a year old, including accounts that were created when migrating into Zoho. With the 366 day restriction, I'm no longer able to run account reports across all accounts due to the restriction. Although we have the ability to see previous FY and current FY, without running 2 reports and combining the data (thereby doubling effort) we are unable to see a complete picture
No admin password, can't delete anything
Hi, I recently signed up to zoho using my existing google account. I was testing the mail functions with my own domain and created a couple of users etc. But then when I went to delete them I couldn't because it kept asking for the Admin password which does not seem to be my password which I use for my google account. I do not recall ever setting any other password anywhere and I can't even "reset" the password because I need the admin password in order to reset the password (seriously!). Looking
Live form url character limit.
Greetings, We've noticed that when you add the url of a live form, on the selection pane (where you select/click a the form), the iframe fails to load. When we try shortening the url to a certain length, the iframe loads just fine. This is fine for most cases, but for SEO, we need to have the url/permalink of the page to be a certain length, to accomodate for the keywords on the link. Is it possible to increase the max length of the url used by the iframe? 255 characters should be sufficient for
Can't send from email aliases configured in Airmail
I use the Airmail application for Macintosh as my email client. I've added some aliases (already configured in my Zoho control panel) but am unable to send email from those aliases via Airmail. The SMTP settings in Airmail appear to be correct, and my main email address is able to send properly. It's only the aliases that don't work. I've also verified that I can successfully send from the aliases when doing so through the Zoho webmail site.
Blueprint must allow loops
First, keep in mind that Zoho CRM is missing Verification rules. I you need to make sure the address id filled before changing a Deal Stage or Lead Status you are dead. There is nothing to ask users to fill data before they do something. An "Alternative" are the Blueprints. You can setup verification rules in transitions. So we are trying to create some Blueprints. The problem: Even in Lead Status or Deal Stages users need to be allowed to go back to previous states some times. For example: A Lead
emails sent to me bounce back as: domain non-existent
I have a zoho mail email address, and i can send emails but cannot receive any for some reason. When I try to send an email to my zoho account from another address, it bounces back and says that it's undeliverable: nonexistent domain. However, my domain clearly does exist and I can send emails from my zoho account to other email addresses. What is going on? How do I fix it?
Postcode Address finder for Zoho CRM (UK Only)
Hi I'm pleased to share that a new extension that will save UK Zoho users time on data entry whilst validating their addresses is now live on the marketplace. https://marketplace.zoho.com/crm/postcode-address-finder-for-zoho-crm-uk This extension is now within Zoho CRM as a custom button on Create and Edit Leads, Contacts, Accounts and Deals and uses the Zoho address fields - which ensures compatibility with the CRM Inventory modules and Google Maps. Feel free to check this out and let me know if
Published HTML version of sheet is not interactive
Hello, I published one sheet into my website which includes some drop down menus, formulas etc which I want the visitor to make their own calculation. But after adding html code into the website I saw that excel is getting imported in a static view so you can't choose anything from drop down menu. Am I making a mistake?
After the weekend update no video is shown
See attached screenshot, no video for participants is shown. Please FIX ASAP, it was working before whatever change was performed on the weekend.
Mark emails as read on iPhone zohomail app
Just spent lock down getting down to inbox zero and Zoho Mail decides to show me 756 unread messages. it’s driving my ocd crazy please help tia
Zoho CRM MailMerge bugs with SIgnature fields
Hi, When I insert signature fields into a mailmerge (initials and dropdown) it comes out into {{....}}. On the contrary, when I insert a signature fiels, it comes out right (i.e. stays as a signature field required). See screen capture of how it comes out one exported in PDF, Docx or Writer. I precise that the Initials are inside the Footer and that the dropdown is inside a Table (maybe it has somethong to do with that because when I add Initials inside the body of the page, it seems to works fine
Email Campaign "in progress" after a week
I wrote an email campaign and sent it out to roughly 25,000 contacts at once. For some reason it still said "in progress" a week later and roughly 10% of the recipients never received an email. Some of these are because of rules we have (can't receive more than three emails a week), but then why wouldn't Zoho mark campaign as "Completed" like it usually does? Thanks.
How I can add freelancer to help us with our project
hi there, any idea how to add freelancer to our project to help us on it, like Jira and Trello. I won't give him one licence only to access to Projects only , that are not sense
Zoho Mail not fetching from Gmail POP account
Hi, I am using Zoho Mail as my primary email hub, because of the CRM integration. I have a business gmail account that I have added as a POP account to Zoho. Unfortunately, Zoho does not appear to be fetching emails from the gmail account. All of the account settings are correct. I am able to send email just fine. I receive no error messages... just nothing comes in. The gmail account does allow for POP access. I'm currently forwarding emails from the gmail account to zoho, but that is far from ideal.
Problem With Fake Mails sent From https://emkei.cz
https://emkei.cz is site for sending fake mails. You can put in field "from" whatever you like - and Zoho mail pass it directly into your inbox - DKIM, SPF, DMARC and DNSBL are activated but no use of that... Is there a way to block these fake mails, in mesage header it says that mail did not pass (mx.zohomail.com; spf=softfail (zohomail.com: transitioning domain) but it comes into inbox anyway....
Manipulating the list price of the products in a pricebook whit the API or do not use the field list price in the quote module
Hi, im implementing the crm in a business that sells motorcycles and have 14 stores. The problem that i have is that every night the IT department of the business send me the products and their prices using the API, because the prices are going to change every day (dollar fluctuation ,etc). But are some problems that i cant belive you cant solve quickly.... 1. The API doesnt support to associate products to a pricebook. 2. The API doesnt support to update the price list of a specific product in a
API: Create a purchase receive, the API only work when the PO have not been billed
this message returned: The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s).
Sent mails deleted automatically
Hi, I'm using Zoho mail for the past 3+ years. Recently i have noticed that my sent folder mails from the past 3 years has been deleted and contains only current month sent mails only. for eg: as of today my sent folder contains mails sent from April 01, 2020 only. Where the other sent mails gone? should i disabe anything ? i noticed last month only. please help me to retrieve my lost mails. . Thanks, Ravi
Unique annual (subscription) pricing per customer
Zoho Subscriptions, Our business is driven by an annual recurring revenue model but, our pricing is generally unique per customer based on the level of connected devices each customer has. So, while we want to track ARR levels, churn, etc. by customer it's not clear we can use Subscriptions which seems to require us to define a "Product" with set pricing. Any ideas? Thanks, Jeff
Password reset email broken
Hello, Recently it has been brought into my attention that the password reset for the community forum is not working. I tried it myself and the automated message I get on my email looks as presented on a screenshot. There is only a logo and name of our company and the user's name rendered, the rest of the message is just some placeholders. There is no pasword reset link. As I understand, there is no way of customizing this message so far, so I request your help in fixing this.
Meeting desktop app not properly installed
Win10: I have downloaded Zoho Meeting and installed it, but when I install it it's not in my start menu, nor a shortcut on my desktop. I have searched C:\Program Files and C:\Program Files (x86) for "Zoho", but couldn't find any traces of it. If I run the MeetingSetup.msi and choose Repair, it will run and open the meeting app. How can I properly install this app?
Traducción al español de ZOHO Meeting
Hace tiempo ya pregunte para cuando ZOHO Meeting tendría una traducción completa al castellano. Actualmente tanto el IU como los correos que se envian están en ingles, y esto esta frenando la adopción de esta herramienta entre mis clientes. Creo que otra mejora interesante seria poder personalizar las plantillas de correo que se envían con los recordatorios. A ver si ZOHO se pone las pilas con esto pues creo los usuarios se animarán a utilizar esta fantastica herrameinta.
images in Writer document do not show up when printed to PDF or exported to PDF
I have added an image to a Writer document. When I print to PDF it does not show up in the PDF document generated. If I export to PDF, it has the same result. If I export to Word, the image shows up fine. But I truly want the PDF format to work! Any assistance?
Zoho Project is down ?
Audio/Video intermitted issues
During a broadcast session (3 participants + trainer) we had issues with Audio/Video such as individual participants not hearing the trainer, or trainer video feed does not reach all participants. This was somehow resolved by refreshing the browser and connectivity restored, but it is an issue.
Can't Connect to my Organization when Adding Trigger from Zoho Flow
Hi I am adding a Zoho Desk trigger for the first time. I generated an Authtoken, and it successfully took me to the next page. I am required to select Organization which is a dropdown, but when I try, there is nothing listed there. Our organization (Guard Home Warranty) should be listed but it is not. I think this might be because my zoho flow account is under one email but my zoho desk admin is under a different email. Would this be the issue? If so, what's the easiest way to resolve this?
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