Flow randomly stops processing incoming requests.
I am sending in webhooks from other cloud apps and periodically, Zoho Flow simply stops processing with no indication that the webhook was received. I've verified that the webhooks fired on the sender side. This has happened too many times. New orders placed via our Shopify store, webhook fires, Zoho Flow fiddles. The best part is that there's no way, at least that I am aware of, to report a critical issue/problem like this other than by way of their email form inside the Flow application.
Zoho Analytics and Databridge - the instructions do not match the install process - can you help please.
I have databridge installed & running in windows and I can connect through Settings> Manage Databridge - it is active. The instructions say I should go to Data Source > Local File but these instructions only fit the Database selection - when I go to the Files option I do not get the databridge when using the Excel/CSV I am trying to import a large CSV file (no other format options are available) What am I doing wrong please?
Conditional Formatting not Working on Sheets
Hello, I had some Conditional formatting rules set that have been working for the past 2 weeks. The rule is very simple that if a field contains a Date that is Today, the field fill color of the cell changes to Red and the text becomes Bold and underlined. Now this has suddenly stopped working since the start of this week. Can you please check the issue? Best Regards,Ahmed Fouda
Cannot seem to get feeds to work properly
We created auto-follow rules to notify several users when changes were made to a subset of Leads. This does not seem to be working. Specifically, we have an auto-follow rule to look at all leads from a specific source and followed by a specific Role. The users in that role are not seeing the changes in their feed. What are we doing wrong.
Mail Merge Dynamic Tables Sorting and Selection
Hello, Our issue is as follows: We have added in our mail merge template a dynamic table which pulls data from Zoho CRM Modules. However, when the mail merge output is populated, the order of the dynamic table rows is based on the creation date. This makes the dynamic table useless for us. We need to be able to sort these rows besides the creation date. 1: Is there a way to adjust the row order and control this through a filter? Or can we perhaps achieve this through a custom function in the meantime?
Not possible add group postmaster/abuse
Not possible add group postmaster/abuse show in my account have email and not have email Thanks
Adobe Sign Add On Zoho CRM
Hi, I have installed the Adobe Sign for Zoho CRM from Markeplace Version 17.0. it installed the Add in but there is an error for Authorization Failed when I attempt to do the Connector for Adobe API "Authorize" Button. See Error below attached:
Been waiting 21 days now for help....WOW
Here's yet another Zoho Creator issue that we've been waiting for 21 days now for a fix. Long story short, Twillio and Clockwork SMS texts integrations are not working and we can't send texts from our Creator App. Very simple support request. It's 21 days now and they refuse to tell us anything at all other than they are working on it and excuse the delay. Should I find another solution? I have not done so yet because I'm of course waiting to here back from you. 21 days? I'll gladly pay you more
No access for users after migration from US to EU dc on CRM
Hi all, I recently transferred our Zoho CRM from the US to EU data center by exporting everything and then re-importing all my events, leads etc. Everything works fine but my team mate is unable to access this new CRM while he has an EU account set up correctly. I de/re-activated his user but didn't help. Also deleted him from Zoho CRM and recreated a new one but it doesn't help. Can anybody provide me with an alternative? I'd rather not ask him to delete his account and create a new one! Thanks
UI issue in Zoho Mail - Highlighting Opened Folder
Namaskaram Zoho Mail team, Usually opened folders will be highlighted in Zoho Mail. But some folders are still being as not highlighted. Please have a look into the following image. In that Root folder has highlighted after opening. But next folder didn't highlighted. Crafted with ❤️ Zoho Gurus | Zoho Mail Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Cannot Validate SPF Email Authentication
Hi, I keep receiving the following error when authenticating SPF, "We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again.". Have checked the help page and authenticate through mxtoolbox and all seems have been set correctly. Please help urgently Many Thanks, Patria
Column Filters are not Filtering data accurately
This afternoon ( 28th March 2020 ) column filtering has been unreliable. When I select a filter it will include rows which do not match the filter criteria. This raises two issues. The first is that the extra rows get in the way of my work. The second is that the filters may be excluding rows which do match the criteria and I will be missing them.
Emails Received in Gmail no longer appearing in Zoho CRM email section if Archived in Gmail
I spent hours with support today in a remote control session, trying to figure out why received emails were no longer showing in Zoho CRM. We ended with Zoho telling me nothing has changed recently, and that emails you "Archive" in Gmail will not be visible in Zoho CRM email section. I've been using the same system and following the same process for nearly a year. Follows is the exact process and pertains to Gmail/Zoho CRM imap sync: 1. Email received in Gmail. 2. Open the Lead in Zoho. 3. Email
Cant send mail..
Hello, Since yesterday, I cant send message. That's a big problem for me. Thanx for your help. malawi@zoho.com
Google Ads Form Submits Not Showing in Zoho
This month, I'm showing 19 form submit conversions in a Google Ads display campaign. But if I look in Zoho, I can't find them. I tested the Zoho form and the submit flows in to the CRM but if I run a filter for leads this month, they are not there.
MX Record Not working
I am trying to add my MX records to set up mail delivery. I have cleared all other mx records. I added the first one just fine and I tried to add the second one but it wouldn't let me add it and it said: "Record already in use"..
All emails are tagged as spam eventhough spam detection is disabled
We are unable to receive any email as all emails are being detected as spam. I have disabled the Automatic Spam Detection and we still are not receiving any emails. I've had my colleagues cc me on the test email they send and it would seem that all is being blocked at the moment. it is not our email that is causing this email as the mail failure message shows the address of the zohodesk support email address. Below is the message from rejection email. i changed the address to redacted to protect
I keep getting error telling me to contact support when I add "Update module entry" action from Zoho CRM
I have reached out to Zoho in an email exactly one week ago without anyone taking a serious look at an issue that will not allow us to save two of our flows now. I have 2 large flows with many actions that always work great and run much of our automation. but for both of them, when I add "Update module entry" action from Zoho CRM to the end of my flow, I get an error and it won't let me save. I have the same action in a few different places on the same flows without issues. In one of my Flows, I
Missing custom fields into api call - invoices
Hello, there, If I make a query in Subscription to get all open invoices, I get a list with the open invoices, but some of my user defined fields are missing in the delivery of the data. See Screendumps . If I call up the details of each open invoice, the missing user fields are also supplied. It looks to me like this is a bug in the API. Or is there a way to specify which additional fields you would like to receive in the reply? Request a list of 2 invoices: curl_setopt_array($curl, array( CURLOPT_URL
Lead in ZohoCRM phone app, but NOT in desktop site.
Hi. I recently exported 526 records/leads into a csv file successfuly. However, I notice that when I go to my leads in the CRM desktop, they are not there! Also, I notice that those same exported leads that are not on my CRM desktop ARE in my CRM Phone app. I need them back in the online desktop site. How do I get them back? And why did the export take them out in the first place? Thank you!
[INVALID_REQUEST_METHOD] error when uploading an attachment with the REST API
One of my clients is experiencing an issue when trying to upload an attachment to one of his Deals. I was able to reproduce by uploading a simple text file to a Task object in the test account available to me. The error that we are encountering is the below: [INVALID_REQUEST_METHOD] The http request method type is not a valid one. What makes this confusing is that the documentation for the pertinent endpoint indicates that POST is the appropriate HTTP method for the request ("https://www.zoho.com/crm/developer/docs/api/upload-attachment.html"),
Unable to access production environment
I'm using custom solutions, and just in the last hour I've been unable to access Production. I have customers in there so is mission critical for my business. I have tried 2 different prod environments and 2 different browsers. Is anyone else have issues? Does anyone know where I can look to find the 'health' status of the environment in general so I can check without bothering technical support.
Transitions in Pipeline Not Working
Have been having issues with transitions in CRM. When I click to transition a deal to another stage, the system won't update the stage to reflect the transition. I'm thinking this may be linked to the pipeline not being linked? Any feedback would be helpful to look into. Thanks!
Mail Composition -> contacts are not syned from *Contacts* anymore
It happens for me both on the browser client and the Linux AppImage. Problem: When composing a new mail, I used to be able to type the receivers name in the address field and get hints for the correct e-mail address / contact. Since recently, I don't get anything anymore. Same for when searching for mails byu the contacts. In the search field, there is no hinting anymore and search works considerably worse because of that. I have contacts in the contact Tab and I even exported, modified and re-imported
The crm homepage should be updated
For a potential customer, I rediect him to the crm.zoho.eu homepage to log in. He couldn't and found out the reason: For some reason this page look very old, and there is no way to login... even signin up doesn't work. (see the grey area). evem reloading multiple time of using Firefox, Brave or Safari gives the same result. Please also note at the bottom of the page, phone and fax number still have the placehold :-/ Please update the page, it give a very bad impression whan I have to make a demo.
Domain Registered with GD / Hosted with Another host / Created email User ID / How to configure delivery
Hi, I am stuck at the last stage mentioned above in the subject matter: 1) I registered the domain with GoDaddy. I changed the name servers immediate and hosted my site at Shock Hosting. 2) Then I came to Zoho to create my email ID. 3) I created the email ID as coffee@techlaugh.com But then I am not able to perform the following step: Zoho Mail - MX Records - Configure Email Delivery The Records page on Go Daddy is completely missing. I am not able to ADD MX Records ...IS IT BECAUSE I HAVE CHANGED
deleting e-mail registered with ZOHO
Hello! I'd like to delete my e-mail registered with Zoho. I'm moving to another registrar. I'm not able to delete it by myself. Could you please provide me any help on this? Support is not answering. Thank you
Commerce "Paid" status is not updating correctly for transactions instantiated in Books
Hello, Many of my transactions are created as a sales order in Books, and then invoiced in books, and then emailed to the customer to be paid though the payment link. For whatever reason the status does not change to "Paid" in Commerce, which is where I usually prefer to review that status of all the active transactions, and also usually do my shipping. I can also show active transactions for which this is the case if that's helpful. Thanks, Bryan
SPF Record
Hi! I have been trying to configure Zoho Invoice SPF records and i have been unable to get it work. I have configured the SPF entry on the server and it has been validated by other websites but Zoho itself keeps saying the SPF record cannot be validated. Example of what i have: v=spf1 a mx include:spf.protection.outlook.com include:eu-sender.zohoinvoice.com include:zoho.eu -all Any ideas what could be the problem here?
Zoho Social will not post to Instagram or Facebook
Posts won't publish to Facebook or Instagram for any user. Sites are connected. I have a large number of posts which are already scheduled and so don't want to disconnect/reconnect the channel. Is this temporary?
Getting a Multi Lookup from a converted Lead
Hello to you all, I was trying to retrieve "Multi-Select Lookup" from a converted lead, how can I do that? I have to retrieve the converted lead JSON and acquire multi-select lookup and map/ update the data into a related record in a different module. Thanks Note #1: "https://www.zohoapis.com/crm/v2/Leads/search?converted=true&criteria=(id:equals:" + id+ ")" didn't work
Bug: New Look Record Details Page > Quotes > Each Line Item Description
Minor bug with the new records details page. We generally have a few lines of description within each line-item. Summary: Unable to move the cursor via keyboard up or down to text lines above or below. You can arrow (using keyboard) left or right but can't arrow (using keyboard) up or down. You can to keep clicking with the mouse instead. Steps to reproduce - Open new look Quote Record - Edit record - Go to a line item and paste several lines of text - Click anywhere within the lines of text and
Download Button in Internet Explorer
My team and I are noticing that users accessing through Internet Explorer cannot download the application. They click the download button but nothing happens. I have tested it myself as well.
EU Zoho Marketplace
Why are the vast majority of Marketplace apps/addons not available in EU, including those Zoho release? It’s incredibly frustrating reading about new marketplace apps on here and then not being able to utilise them. Can the two Marketplaces not be put in sync? Sometimes when I mail the respective product department they manually make it available for me but more often than not I’m told I need to wait for an undefined amount of time and I’m still waiting for many, particularly on Desk and CRM any
Sync service does not function properly
Hi, I am running 4 contacts syncs, each run differs bout 15 mins. I realize that sometimes one or two of the automation do not sync from my zoho crm to zoho campaign. and yesterday all 4 syncs were not able to the new contacts in the listings at all.. help please
Importing data to table sometimes not updated/refreshed immediately
On normal occassions after importing TXT/XML files into a table (either few rows or tens of thousands of rows) normally it should get updated/refreshed immediately, then subsequently the chart will get updated. But I've experience few times when it doesn't update/refreshed immediately after importing, even with 100% successful and after more than 30-60 minutes. I did reloading, refreshing, etc but nothing happened. Number of rows (bottom right corner information when opening a table) shows the same
Contacts template suddenly started using Mailing (address, city, etc.) rather than Billing
Our Organizations template has fields where, for the address, we've been entering "Billing" details (address, city, etc.). And we would then create Contacts off of that Organization, and Zoho CRM would carry over all of those Billing address fields. Suddenly within the last hour or so, our newly-created Contacts in connection with the most recent Organization we've entered no longer show "Billing" - now, although the CRM is still carrying over the address details from the Organization into the Contacts
No links in exported PDF
I have several links in my document. When I export to PDF, these links retain their formatting (e.g. underlined) but they do not function as links any more.
Circumvent "Get input before the form is displayed" field
For our mobile users, we have: a single-line field with QR and barcode scanner enabled, and "Get input before the form is displayed" enabled. This works as expected when users enter the form "the normal way". Now, I'd like to enter the form with a URL parameter that's passed to this QR/barcode/"Get input..." field and bypass the scanner, but this isn't happening. Basically, "Get input before the form is displayed" trumps "on Load". My "on Load" scripts fire when I enter the form (I tested this with
Conferencing
It seems like Zoho is hitting all around the outside ring with their conferencing solutions, but not hitting the mark on any of their solutions. Correct me if I'm wrong: Meetings - Works ok, but can't schedule repeating meetings, and you can't change/adjust your layouts on screen. Sometimes it's just me and I don't want to see black boxes on screen. I should be able eliminate those. Showtime - Ok as well, but the window on the far end is very small - so small the participants can't read what I am
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