Analytics on CRM Mobile App not working
We need to visualize our sales metrics on the CRM mobile App (Both Android and iOS). According to this link (https://www.zoho.com/crm/mobile/sales-app.html?src=ft), in the dashboard >> favorites App menu, it's possible to visualize different types of reports (Created on the favoritve section in our CRM account), but we already tried on Android and iOS and it has not worked. Only the text lists show up, but none the graphic reports. How can we visualize this information/reports? Thanks
Zoho Marketing Hub <-> Thrive Leads Forms
Hello First I want to say that Zoho Marketing Hub is what I’ve been waiting for so looonng :) So… thank you for that, Zoho ! Problem : I have connected Zoho Marketing Hub to a Thrive Themes' Architect / Leads Opt-In Form. Unfortunately there is (still?) no API integration between them, so I’ve used the HTML form integration option. The form is working OK ! But doesn’t redirect to the specified custom URL. Instead, It goes to https://ptre.maillist-manage.com/weboptin.zc Not very lead friendly…
I am not seeing half of my tasks in KanBan view
KanBan View Hi there. I read a post from the end of 2017 mentioning that Tasks inside task lists and subtasks will display in KanBan view. It seems there are still not displaying there, can that be true?
Not receiving emails
i was using this service for my other domain and it was working fine but i left. Today i sets up another domain of mine, mx records are added, spf records there, these records are correct but i am still unable to receive emails. The error i gets upon sending to my email hosted at zoho is : 550 Please turn on SMTP Authentication in your mail client, or login to the IMAP/POP3 server before sending your message. mail-io1-f45.google.com [209.85.166.45]:37282 is not permitted to relay through this server
Basic relationship matter
Hello there, I would like to add in a form the name, family name, date of birth of a client and after that I’d like to add, if he’s looking for a house, the terms of its research and if he’s an owner who would like to sell its house all the details of that (Address, sq meter, price). So i created 3 forms. the 1st one is for the datails of this client. This form has 2 subforms that are show separately if the person is an owner or he’s looking for a house. The subforms are made with the 2 other forms
Record template and page break
Hy, I need to develop a record template with ~ 10 to 20 pages. Anybody knows how to include break page ? Many thanks for your help. Bertrand
Inventory Item Data to flow to CRM Products
Hi Team I have created a flow that when an Item is updated in Inventory the changes flow immediately to CRM Products. It works very well but I cannot seem to get the Inventory item "Preferred Vendor" to come through to CRM Products "Vendor Name". Can someone please assist me in getting this to work thanks It would be a great help as its the only field I can't get to work Cheers, Greg
Emails showing as Dangerous
Hi Any email I send from Zoho to my clients is showing as Dangerous. Initially I thought it is with emails where I am sending attachments. But even the ones without attachment are showing as dangerous. I am attaching one such image for proof. Pls help.
This domain is already associated with this account
I keep getting the error: This domain is already associated with this account everytime i try adding clout.ng to my account. I don't know who owns the email specific, and i don't have access to that email. Can you delete old traces of clout.ng so i can start again? Thank you.
"Unable to Upload as Virus is Detected".
Every attachment I try to upload (PDF, JPG), a warning: "Unable to Upload as Virus is Detected". But These files do not have viruses. Can you fix it please?
Hide entire subform
Hello there, I'm creating a db for real estate. I created a page "clients" with some general info... I also created 2 subforms. One should be used for the terms of research of a client who is looking for a property (Max price, Min sum ....). The second one for the owners who would like to sell their property (Sqm, floor, bedrooms, floor). When a client is an owner, the system should hyde the subform for the research. When a client is looking for something, it should hyde the Owner subform. I'm using
Warning message/addresses with "fatal" errors
I do not know if this is related to the recent issues with the zoho mail server because we've been experiencing this all week and occasionally throughout the past six months. Searching through the forums I see that this has been a reoccurring issue with desk for years. We're getting messages from mailer-daemon@mail.zoho.com with an assortment of errors related to email addresses. They all suggest that the outgoing email does not need to be re-sent. Ex: THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED
C# API Record update INVALID_DATA error
Hello, I'm using official .NET API lib (ZCRMSDK) and trying to import products. But I'm getting maximum length error when try to submit large string to a custom field. In field's properties length is 32000 characters. What am I doing wrong? { "data": [ { "code": "INVALID_DATA", "details": { "maximum_length": 1000, "api_name": "Ingredient_Statement" }, "message": "invalid data", "status": "error" } ] }
Workflow rule updates field only after delay
I have a workflow rule which is triggered after record create/update. Workflow rule calls a function which is doing some calculations and then updates fields value. The problem is that after I edit a record the fields value is updated after a small delay. So I have to wait a little and then refresh a record to see changes. Is there any way to avoid that waiting/refreshing?
ZOHO CRM users module
I need to update the user information on ZOHO CRM users module with information coming from a custom module. Is it possible? In alternative I need to relate ZOHO CRM users module with a custom module. Is this also possible?
POSITION OF THE WIDGET AT A CUSTOM DISTANCE FROM THE BOTTOM
I'm testing salesIQ with woocommerce, but on mobile devices the widget is superimposed on the lower menu bar of woocommerce, hiding important elements, I would like some way to be able to move the widget up to the distance you want, you using the configuration in "websites> live chat widget> widget> float> appearance> choose a location to place the chat widget on your website" I do not like the default positions, I also added a desire that the floating sea but at the distance that I want ... They
Live Chat Widget Sticker appears right a the bottom of the page...
Live Chat Widget Sticker appears right a the bottom of the page despite I want it to go a on the right of the page but a bit higher. (See Picture For Info)
451 4.7.1 Greylisted, try again after some time
Could you help add the two IP: 162.255.116.250 and 162.255.116.251 to the whitelist? DKIM, SPF and DMARC are configured now.
Email Outgoing blocked
My email outgoing is blocked and I am not able to unblock it even after changing password and now get this message saying "unable to authenticate with the current session's credentials" Can you please help unblock the account.
Correo Saliente/Entrante Desabilitado
Estimados, No puedo enviar ni recibir mensajes a través de outlook. I can not send or receive messages through outlook. Please help.
Serious Issue on Verification of Account while Sign UP
I am having serious problem while registering another account, I have tried all my phone numbers including my wife's own. it is not sending any code to the phone. the domain is aojfcc.org. the last number used is 09065848377 and my country code is +234. that mean if you are calling internationally, it would be +2349065848377. you can help me delete previous registration and keep the last one. Please help in the verification and if possible in the future to have many options of verification it would
Add subform rows to another subform, based on Date
I've a pretty complicated flow to build, hope someone want to help me. I have 2 forms, the New_Retail_Order (form1) and Credit_Card_Expenses (form2) and 2 subforms, Products (sub1) and Orders (sub2). Every time I add a record in form1, if Payment_Method = "Credit Card", a new record in form2 has to be created, and all the products added in sub1 have to be added in sub2. Moreover, when I add a second record in form1, the process repeats, BUT, if there is already a record in form2 for that given month,
Android Data loss issue prevailing on Version 5.2.5
Some of our users have been facing data loss on our Android app after updating the app to the latest version (precisely with the update we released in May 2019). We apologize for the inconvenience caused. We also would like to inform that the issue's impact is only for users who have updated the app from pre 4.x directly to 5.2.x. We have identified the cause and have fixed the issue with app version 5.2.7 that is released on 6th July 2019. Please upgrade your app to the latest version and let us
Sorting Activites by location
Hi guys I am relatively new to Zoho and am struggling a bit with what might be a simple task and am seeking some help if possible. Currently, I am building an activty list from my contacts and have added the location field to the activty screen, however, it appears that although my customers have addresses in their records, the activity screen is NOT showing locations, and I am unable to sort the activities by location! Just wondered if anyone might be able to help me at all? Many thanks David
Google pageSpeed insights
Hi, we made an pagespeed insights test and the score is 37 on mobile. Allmost all suggestions depend on zohosites system. There's something we can do to improve this score
Oops! Something went wrong. Try again later.
Hi guys For the past couple of days I have been unable to send any e-mails. Whenever I try, I get a little pop-up that reads "Oops! Something went wrong. Try again later." I was trying and retrying last night, and it never got better. I logged out and waited for an hour before logging back in, and it was the same. It's the same today - whenever I try to send an e-mail or reply to one or forward one, the same thing happens. What's worse is that I can't save these e-mails as drafts either - the
Can't Receive Emails
Hi hello, So i can't receive a few emails that really important to me. It's from the bank, they said sometimes this is happen because they send the same email to another person who's not using Zoho and they already received it. Can you please help me? is there some filter or anything that make me can't receive my email?
Zoho CRM Mobile App Notifications - iOS 12
Hi there, I noticed that the mobile app notifications have not been working for a while for iOS 12+. I have tried uninstalling and reinstalling to no avail.
Hyperlink text won't work in Pivot Table
Hi, We prepared a text link in a standard table which is used for the pivot table. However, the text link loses the hyperlink and becomes unclickable. How to tackle this issue? Thank you, Tiemen
Zoho mail no work
what's happened?
SMTP Authentication in your mail client
hi it is the first time someone is sending me an email and it is embarrassing that they cant do so all they get is The response from the remote server was: 550 Please turn on SMTP Authentication in your mail client. mail-io1-f48.google.com [209.85.166.48]:37461 is not permitted to relay through this server without authentication.
The response from the remote server was: 550 Please turn on SMTP Authentication in your mail client. mail-io1-f48.google.com [209.85.166.48]:37461 is not permitted to relay through this server without
hi i cant receive emails, it is my first time using zoho and it is embarrassing that i cant get emails from my clients. all they see is this The response from the remote server was: 550 Please turn on SMTP Authentication in your mail client. mail-io1-f48.google.com [209.85.166.48]:37461 is not permitted to relay through this server without authentication.
API
hello. I am trying to do a integration with the api, i have a form in my web, this form was developed by my with html, bootstrap and validations with jquery. Another function is when is submited the form this send the information to php, and then is sended a email, so i want that in this process after send the mail, do a conection with the crm and that this values will be saved in the crm, but i am trying to do the authentification, but i have problems to do that, and in your documentations is not
How i can remove a domain from Smart URL?
Hi everyone, I have some troubles when using Smart URL in Marketing Hub. Can you help me? The first, I chose a wrong domain and now i can't remove it to replace a new one. How can I remove this domain from Smart URL? The second is: What do I need to do to display the indicators at Touchpoint? Now this part of me is empty, although I have done everything. Thank you for your help.
Python SDK for CRM + Django
Hi Im having problems with my Django app running on Heroku and implementing the Zoho arm Python SDK. Im setting up the tokens as follows: os.environ.setdefault('DJANGO_SETTINGS_MODULE', 'wills_online.settings') django.setup() def zoho_refresh_token(code): """ supply a self client token from the zoho api credentials from web site """ zoho_config = {'apiBaseUrl':"https://www.zohoapis.com", 'currentUserEmail': settings.ZOHO_CURRENT_USER_EMAIL, 'apiVersion': 'v2',
TLS_VERSION_NOT_SUPPORTED
My tls version is updated but still getting this issue {"code":"TLS_VERSION_NOT_SUPPORTED","details":{},"message":"Update your TLS version from TLSv1 to TLSv1.2","status":"error"}
Add field if click a button
Hello, I'm a new Zoho creator use so my question might be very basic.... I need to create a button called " Add link" that, when clicked, shows me an url field. For some records I might need just 2 url fields but for other records also 5/6...so every time I click the button it should show me a new url field. Thanks in advance for your precious help
Custom Function - using Lookup across two apps
Hi all, Looking for some help. We have two apps (Planner and Works) In works I have a form that uses a lookup to get a list of places from Planner. I've created a custom function in planner that will pull the address. But when I am trying to get the address to populate when the right address is selected from the lookup it keeps saying expecting string but encountering BIGINT. I've searched for an answer for a couple of hours and can't find anything that helps. Please let me know if you know how to
Unable to send emails
HI I am trying to send email from my account. And I get the following error: Please check this.
Netfirms to Zoho IMAP mail migration error
Hello, We are trying to migrate the emails from a domain we have hosted at Netfirms to a different domain that we have recently setup on Zoho. We have supplied the required information, but the following error is displayed when we try to add the migration. Server not reachable The domain on Netfirms is amgrd.ca, and the domain on Zoho is wmcrd.ca. The email addresses have been setup on Zoho, and the MX records have been changed for the wmcrd.ca domain. Would the different in domain be a conflict?
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