Invitation Messages
Hi I am setting up Zoho Connect for a chamber of commerce and when inviting members the message looks jarbled and incoherent. ???connect.tpl.dear.fullname??? ???connect.tpl.invitedorg??? ???connect.tpl.invite.accept??? ???connect.tpl.youmaysignin??? ???connect.tpl.invite.accepturlmsg??? https://accounts.zoho.com.au/accounts/i/a?servicename=ZohoPulse&digest=AI-ht1e9DOz5BOeLklhIjZLa6Fmm What is going wrong with this? Why isnt it pikcing up the requried information?
Zoho Webhook
Hi I have a task that requires me when a record is added to Zoho crm I would need to update a record in Pipedrive. Pipedrive will allow api calls that I can use Zoho webhooks to call. The problem is that I need to do 2 webhook api calls. The first is to find the user id (by calling pipedrives getuser method) then retrieve the user id and pass that to the second webhook call and call the pipedrive updateperson api. Can this be done? I cannot figure out how to retrieve a value from a webhook call
Email from ZOHO to OFFICE365 Failed
I am zoho mail admin of a organization. most of email accounts having trouble in sending emails to office365. They are getting server busy error in response as shown in screenshot. Sometimes after retries its send email successfully. Anyone can help!!!!! ??
Unable to send mail via mail client
Using Mac Mail on OS X (10.10.3) Been having issues with both checking and sending email for a few days. Have deleted and re-added the account, verified username and password are both correct, as are SMTP settings. I can log in and send via the web interface. The server is reporting this error when using the mail client.. The server response: -ERR USER NOT AUTHENTICATED Please advise
moving files in a directory using an external link sharing
Hi all, With Zohodocs, I used external link sharing to share my documents with my accountant. She was able to access the files and then move them to a subdirectory. It seems that we are no longer able to do it with Workdrive even if we use modify access rights. (tried in Chrome & Safari) thanks for you help.
Zoho PhoneBridge Asterisk 13.22
Configurei o PhoneBridge com o asterisco 13 e o Zoho CRM e posso iniciar com êxito um clique para discar. No entanto, o CRM não 'vê' quando a chamada é atendida e permanece em um estado perpétuo de 'chamada' com um botão 'CANCELAR' disponível. revisando os logs para obter informações que eles não precisam arquivar, uma conclusão que chego é que temos alguns problemas de compatibilidade revise os arquivos de log, o nome do arquivo é ztilog.txt.0 O que mais me impressionou nessas linhas: AVISO: Não
Ticket Status Lifecycle Extension Error
This extension is not being loaded since a few days. I've waited for it to be sorted out by Zoho. Could you please check this issue.
Name of sender
when i send an email, the reciver see my personal name first instead of my company's name, how can i fix that?
refreshToken is blank
When running the following, I get a response and the zcrm_oauthtokens.txt file is saved, but both only have an access token but the refresh token is blank. $configuration = [ "client_id" => $client_id, "client_secret" => $client_secret, "redirect_uri" => $redirect_uri, "currentUserEmail" => $currentUserEmail, "token_persistence_path" => $token_persistence_path ]; ZCRMRestClient::initialize($configuration); try { $oAuthClient = \zcrmsdk\oauth\ZohoOAuth::getClientInstance();
Email notifications based on timezone
We manage our CRM for our global sales team out of the United States, but that means 'office hours' for automation do not work for our global sales team. We have notifications setup so that 15 minutes after a lead comes in from the website an automated response is sent as though it was from their sales rep. But if they send an email outside of normal business hours then that response appears we are in the office when we are not. Does anyone have a creative way of accomplishing these global email
Button to Convert all info from contacts to deals (including attachments)
I am trying to create a button in contacts to convert everything to deals. This way everything can be converted back and forth as needed. The function is below but it seems to not quite work: continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),"")); mp.put("Email",ifnull(continfo.get("Email"),""));
Website Webform Issue
Hello, I am offering subscribers to my website to download one of four different free pdf tutorials when they signup to our companies mailing list. To accomplish this I recently set up several(4) Zoho CRM Webforms each with a corresponding webform. The auto-responder rules specify which of 4 emails should be sent (each containing a link to download a different pdf tile) based on the lead source. I also added a different source option for each type in the lead source dropdown. Everything seems
Knowledge Base article formatting issue
I published an article with several tables formatted, when I publish it for Agents it displays fine, the entire span of the tables display but when I publish for registered users, they are all cut off. I've tried reformatting it and adjusting the HTML but nothing works. any ideas? Agent display: Contact display:
I can't print the entire ticket (Using Printer for Zoho Desk)
Hi everyone, i have a problem with Zoho Desk. I need print the entire ticket, for that i installed "Printer ticket for Zoho Desk". It's works, but! does printer the images that are in the tickets. Look this... Anyone knows how to resolve that? Thanks.
Reminder e-mail links not working
Let me apologize in advance in case I'm using the wrong names for Zoho's menus and functions, but I have the Italian version installed. I built a workflow that uses the "click specific link" reminder loop to send users through two different paths, and if the users clicks one of the links in the original e-mail it works properly. Now, if the user does not click anything they get a reminder e-mail, and this e-mail has the same two links, but clicking them has no effect. The screen that lets me see
Character limit on comments when uploading files via API
It appears there is a character limit of 96 characters when uploading files using the API. The limit when uploading via the interface is 1000 characters which is reasonable. I need more characters since I am including hyperlinks that can pass the 96 character limit. Is there a reason for this limit and is there a way around it? url: 'https://cliq.zoho.com/api/v2/channelsbyname/<channel>/files?authtoken=<token>' python requests shows comment of length 96 passes but length 97 gives a 400 response.
Data visualisation
hey guys, I am struggling now for days with a most simple visualization task: I need for a digi health start up a simple chart for each patient: two clustered bars within three different categories. Values are calculated in a form and get nicely displayed in the standard report. Just visualization doesnot come around, even with help from the support team. if I could do this as a pivot chart than I could have this per patient and for each patient per GP, with controlled data access. As a matter for
Zoho mail is DOWN AGAIN :-(
Dear Zoho, Last time I heard nothing for a couple of days while my mail was not working at all, or not properly. You also claimed nothing was wrong (at status.zoho.com) and we never heard anything. Please be fair about any issues and give us some information. Best, Jasper P.s.: I am not looking for a remote session with one of your support employees. I just want to know you guys are working on it and that you keep us informed. If you need my input to find out what is going wrong than that is not
Some emails not being delivered to our users
I am seeing an issue where some emails are not delivered to the users, at least I cannot find them. For example today one of my users had their PC hacked and encrypted so I am attempting to reset their Amazon password for them and requested to chnage the password which requires the entry of a validating code sent via email. I am in their email acount and the code did not arrive. I checked our anti-spam gateway through which our email goes and is delivered on to your SMTP servers and I have a confirmed
IMAP cannot connect to server! HELP
OUTLOOK Log onto incoming mail server (IMAP): The connection to the server failed. Send test e-mail message: Outlook cannot connect to your outgoing (SMTP) e-mail server. If you continue to receive this message, contact your server administrator or Internet service provider (ISP). WINDOWS LIVE MAIL The connection to the server has failed. Subject 'test again' Server: 'smtp.zoho.com' Windows Live Mail Error ID: 0x800CCC0E Protocol: SMTP Port: 465 Secure(SSL): Yes Socket Error: 10061
Can't use Zoho on phone -- app or web!
Recently I had some computer issues, so I needed to use Zoho on my phone (iPhone). Every time I tried to launch the app, within one second, it crashes. So, I decided to go to Zoho via Safari on my phone. That was not successful either -- it will open a page, but you can only see a tiny corner of the page and *you can't move the page around*! So I was not able to use Zoho on my phone with either method. In talking to one of my colleagues, I found out she has the same problem -- the Zoho app crashes/quits
No Incoming Mail
Hi, I am running the zoho mobile app as well as the email on the mail client on my mac. there were no issues since the last 2 years but the last 10 days i havent been receiving any mail, the outgoing mail is working fine though. Dont no the reason why suddenly the incoming mail would stop the the mac mail and android app. Please help.
Sorting of recent LinkedIn posts in Social
Hi, it seems the sorting of LinkedIn posts in Zoho Social is not correct. They are not sorted by date. Please check and fix.
Cannot receive email, MX seems allright
Hello, from today around lunch, I cannot receive any emails.Could you please look into it? MX seems to be set just fine. It is really urgent. Thanks, Daniel
zcrmsdk/oauth/exception/ZohoOAuthException with message 'Refresh token is not provided.'
Hi Team, I'm currently following this code sample: https://www.zoho.com/crm/developer/docs/php-sdk/module-sample.html?src=field_details In my $configuration array I have set:- $configuration['client_id'] = {client_id}; $configuration['client_secret'] = {client_secret}; $configuration['redirect_uri'] = {redirect_uri}; $configuration['currentUserEmail'] = {currentUserEmail}; $configuration['apiVersion'] = "v2"; $configuration['sandbox'] = true; $configuration['applicationLogFilePath'] = {applicationLogFilePath};
Labels for multiple credit cards in customer record
I am using books for selling good, services, and even subscriptions. A customer may have more than one credit card present in their customer record. I would like a way to identify the purpose of one card vs another. Use cases: 1 card is present only for
Delaying in mail recipient
Hello, is there any issue or latency with mail today? since 12:30 inbox is not receiving messages (also tested with direct message from different accounts\domains) thanks and regards
Inundated with Notifications
Currently, in the Zoho Projects mobile app, the Notifications is useless because it lists every single thing that every single user does across the entire portal. It should be an option to only see notifications related to you. While I'm here, other improvements that would greatly improve the mobile app: Ability to close and edit tasks while offline (synced once connection resumes) Sort Kanban by Task Statuses when you're viewing My Tasks (not just in a specific Project) Sort by Priority (not just
UI Issue in Zoho Cliq - While setting up Custom time for ''Pin Message' it is not showing 'Apply' button
Namaskaram Zoho Cliq team, While using 'Pin Message' option and setting up time period manually 'Apply' button is not visible when the browser is 100 % zoomed in and also unable to scroll down to view the 'Apply' button (Refer image 1). So,we need to minimize the browser size to 67% to view the 'Apply' button(Refer image 2). Image 1: Image 2: Crafted with ❤️ Zoho Gurus | Zoho Cliq Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+
5.1.2 Error Bounce Back
Hello, I am currently able to send messages, but no one is able to send me a message. This issue started yesterday, 3-12-2020. For everyone sending a message, they get a bounce back error, 5.1.2
Error: getaddrinfo ENOTFOUND workspace-zoho.csez.zohocorpin.com (NodeJS SDK)
Hello community, I'm currently working on a website development using NodeJS SDK and i'm encountering an annoying issue. I am just trying to request my Zoho CRM datas with a simple get all users request (it doesn't work with modules etc either by the way). Here is my configuration : The initialization and my request : Here is the error i have from the response of the request (on the console.log(response) ) : I tried several things like configuration and kind of request changes but always the same
Weird behavior of Desk portal community tab in mobile view
Namaskaram Desk team, we have facing something weird in the mobile view of portal ( Help Center ) , we doesn't enabled the Community access for our portal. In the Desktop view its working properly. But in the Mobile view 'Community' tab is shown. Because Community is not enabled for this portal, it's a potential security issue. When clicking that tab, an error message is shown. Desktop View Mobile View Error Message Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised
UI Issue in Zoho CRM - Scrollbar
Namaskaram Zoho CRM team, In Zoho CRM functions, functions with 'Related List' category is shown in below image. Only one function available in that. So, there is no need for scroll bars. Now, Changing the Category to 'All' using category dropdown. That is shown in below figure. Then we scroll down in the functions list. That is shown in following image. Now, if we changing back the category to 'Relative list', the scroll bar is still being as previous. Because of this the function has been
Custom Invoice Template renders correctly on-screen but incorrectly renders in PDF
Hello. I customized my layout in Zoho Books. The following is an example of how it appears: And this is how the invoice appears when rendered as a PDF: A table is being used for the address, and phone numbers. Also, I originally posted this in the Commerce
Customizations to the Invoice Layout in Zoho Books are not translating to Commerce correctly
Hello. Spent some time customizing my layout in Zoho Books yesterday. The following is an example of how it appears: And this is how the invoice appears from the Orders area in Commerce: Do I need to revert to the default template for the time being? Thanks, Bryan
Not Receiving Emails, some outbound emails not sending or lengthy delays
As of today 3/12/20 I have not received any incoming emails, and am having difficulty sending outbound emails (particularly to gmail accounts). I know customers have been sending me emails as I've spoken to them on the phone. Help please. User ID : 636543180
Reorganizing the Tags in the new CRM layout
Hi all, I was wondering if anyone knows how to go about bringing the 'Customer tags' to the top of the page, rather than being located at the bottom left of the menu?
Automatic replies
Hi, I need to be able to set up an automatic reply permanently on my email account so that customers know their email has been received. I also need to ensure that the automatic reply gets sent out for every email received even if it is in the same discussion thread. How would I do this? Best Wishes Emma How do I
I can not access my email
When I try to open my zoho email at work it gets stuck on the loading screen and stops there. At home I'm able to access it with no trouble. I've tryed to debug the problem and found that the browser is not able to load a "zmetry.....js" java script. I've tryed different browsers (Chrome, Firefox, Edge and even Internet Explorer!), but still I can't see my email. Anybody knows what is happening? Regards
Unable to process your request
Good morning! I am going back through our tickets and updating missing fields like product and due date. i have done around 30 and now when i try to amend the due date to have data in the field i'm getting unable to process your request. Is there a limit on updates?
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