How to know if a field(First Name, Last Name, Email, etc...) a pre-defined value already exists?
Hi, I use the API Methods (https://www.zoho.com/crm/help/api/api-methods.html) to do integration with some client site and I need to know exists some field with the pre-defined value in the Contacts. I use the getRecords Method and check the returned list, check field by field and this is so much heavy for my aplication. So now I trying to use the getSearchRecordsByPDC Method to search the values in the "Nº CPF" fields in Contacts, but I'm not getting What is the solution to this case?
signature mobile app
Hi all, I'm trying to set my mail signature in the mobile app to shows the same as the desktop version but is not working. I set up everything correctly in the desktop version and everything works correctly. In the mobile phone the desktop signature is set up correctly as well but doesn't show anything in the preview and mail goes out withiut signature. The only thing that is not clear is that in the desktop version there is a broken image in the preview and that could be an issue for the mobile(img
Contacts not synchronizing to mobile device
I recently unlinked my android device from my zoho account, deleted all my contacts from my mobile device and zoho contacts, then imported my backup (a VCF file) directly into zoho contacts. This worked fine, all my contacts were restored there. I then re-linked my zoho account but the contacts were only partially synched: 80 out of 209. Any reason why this might be happening? The contacts to not contain any non-alphanumeric characters, apart from punctuation and hypens.
TD Canada Trust bank feeds broken for weeks
Is anyone else seeing broken bank feeds for TD Canada Trust (both chequing and credit card accounts)? Mine have been broken for almost two weeks now. I have a ticket open with Support but I get the standard "the issue is with our third-party provider".
When cloning project in iOS app the new project is created with a blank name.
open existing project, clone it, type in name, click Save and you are taken to the new project page displaying the new name but when you click Done it takes you back to the page for the project that you cloned. click the back icon to the main Projects page and shows the new project at the top of the list with a blank name. This has been going on for several weeks if not months. It happens 4 out of 5 times when performing this process.
Can't receive emails
Hello! I registered to zoho and pointed my mx zones to the zoho servers. My domain is echocheats.xyz I can send email from zoho but if I try to send email to example payments@echocheats.xyz I can't. More than 12 hours have passed since the initial configuration of my dns and zoho. Can you confirm what is the issue here?
Não possuo senha de superadministrador
Quando cadastrei o email utilizei uma conta do google para dar acesso, logo a senha não foi gerada, após a conclusão eu excluí a conta do gmail do zoho, a partir daí não consigo mais acessar a conta de administrador eduardosantos@jreconsultores.com.br, favor encaminhar para o email jreconsultores@jreconsultores.com.br a forma de definir uma senha para a conta de administrador.
Can't receive emails
I have created an account with zoho and pointed my mx servers there. More than 12 hours have passed since and I still can't get any emails. The domain is echocheats.xyz and I'm trying to send mail to an account called payments@echocheats.xyz I'm using godaddy as my domain manager
Forgot Super admin password
Hi, I forgot super admin password for my org. Could you help me reset it. email id is musk<at>aqua4life<dot>in Thanks
Workflow, blueprint and manual trigger
Hello, I am starting to automate processes with the blueprint function. I wanted to create some automatic actions as Email alerts under the transitions (AFTER stage). When I click on it to add the email I want it to be sent, I realized that I could also add some already existing email templates, which have been created under the "Workflow/Rules" tab (which is good, no need to create things again which have been already done). So I selected one of these rules. I checked, it is working well but something
Section Icons Are Not Updating
I changed the section icons and they were working perfectly. But suddenly they changed to the default section icon. When I try to update them, it saves but they don't change. I've tried to reset and select new ones, but still the same result.
Attachments Migration
each backuped document contains an unique number combine with the original name, showing as follow: 0atbh2847cc7cf5fa4d7dab0c05996d99999_feedback1.jpg 0atbhe70d50189ae5412186f546ee8099999_Term2.PDF My question is that am i able to use those numbers to match to the corresponding module? In other words, the module those documents belong to. Or is there other ways to match the module? Thanks John.
Is your POP3 server down?
I have been using your pop3 server for several years and today I am getting "send/receive errors" in Outlook 2013. When I try to test your pop3 connection it fails and times out. Are you having issues with your server again? Best regards, Alex Boyd
Rules not working on Mobile App, but work fine on a Desktop Browser
As the Title states: I have rules on a form, that work fine on a desktop browser (Chrome, Opera, Firefox & Safari) However the rules do NOT work on IOS or Android Apps... Help?
Migrated email content does not display correctly in Outlook for Mac
I'm using Outlook for Mac (version 16.11) & recently transferred emails from another provider to Zoho. It seems that the Mac version is not able to display migrated emails correctly. All the emails are missing the subject line, and are displayed as raw message, some having first line being "This is a multipart message in MIME format" with the rest of the email body displayed as raw multipart MIME message. All attachments on migrated messages have disappeared. All new email messages are displayed
How to create an internal use CRM data lookup application
I am trying to create an application which I and my team can access, put in an account number into a field and it will (if the account number exists) display the description field contents of that account. It seemed straight forward when the idea came to me, but it's proving difficult for me to execute. Has anyone done anything similar or have ideas how I could?
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.0 <account @domain.com="">: Sender address rejected
Hello, im having a problem sending an from an account to some address using the webmail, i got an email with the next msg: INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.0 <user@domain.com>: Sender address rejected: weizur.com Any help is appreciated.
Unable to log in via mobile app, but able to log in on desktop/web
I was having this issue, a repeated issue which one of my user couldn't log in to his account via the zoho mobile app. This is the error: http://prntscr.com/iwu8zo "You need administrative permission to use this app" However, he was able to log in via desktop/web. To temporarily solve this problem, we had to reset the user's password and the next minute he could log in via mobile app. Any clue?
The page is no longer automatically updating after adding data to the embed report
I have a page with 2 embed reports and html-button which call the form for adding data to embed report. For example. Page Invoice with Embed Report "Payments" filtered by invoice ID. Button "<a href='#Form:Payments?" + formParams + "&Invoice=" + NewRecID + "'><input type='button' class='addNew zc-formbutton' value='New Payment'>", formParams = "zc_LoadIn=dialog&zc_BdrClr=transparent&zc_Header=false" When I closed the form "Payments", the page "Invoice" was updated automatically. About 10 days it
Reply-To header not set by a group
Is there a way to make the group set Reply-To header to the group address? Right now the header is not set, so clicking Reply button on IMAP client creates a new message to the original message sender. However, most commonly use-case scenario, adapted throughout mailing list community, is that reply, sends the response back to the group. Am I missing some configuration settings here, or this is not yet implemented?
Back-ground video in hero-slide will not load
I am building a new website in ZOHO-Site builder. I have chosen the 'Artsfine' template, which on the home-page has the 'hero-slide'. In the hero-slide it is possible to add back-ground video's, and on one of the slides it works fine, but on another the video just would not load! I have tried several formats, like mp4 or MOV and reduced the size to under 4 mb, but it just won't work! I don not know how to solve this. How can I proceed?
Zoho email
I've tried to add one of my accounts to an email client (Polymail IMAP) and everytime I type in my email address and hit return, the app crashes. This happens on my Mac, iPhone and iPad. I don't know if this post is private or I'd include more info on the devices/software. Oddly, my second Zoho email account was added to Polymail with no trouble. How can this be resolved? Thank you.
Error when i send an e-mail
This is happening with all my domain. Error: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. carla@xxx.com.br INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.1 <carla@xxxx.com.br>: Recipient address rejected: SPF MAIL FROM check failed
Syncing Notebook
Zoho Notebook is not syncing with my iPad, only with my iPhone and Mac. How can this issue be resolved? Thank you.
Shouldn't mapping CRM fields to Form-fields auto-populate or update these fields?
I have integrated ZOHO-CRM with ZOHO-Forms and I have linked/mapped every field in my Form to fields in my CRM (Leads). Also I have activated 'update info with existing Lead-contacts', but the information does not populate these before-mentioned fields! Instead a pdf-file (of the filled-in form) is added to the 'Lead'. What did I do wrong?
Webhooks not sending on submit?
Desired behavior: on a user submitting the form, the data is collected into json format and POSTed to an endpoint. Current behavior: user submits form, data is logged in zoho forms, but I never receive a POST with the data. Please note that this was working properly when I set these forms up in November, last known date of working was February 28th. Set up: forms are set up to send webhooks (form> integrations> webhooks) with the enable box checked, the url is in the format "https://domain.tld/endpoint"
Passing Custom Variables from CRM to Reports Dashboard
Hi, I figured out how to create the link I need to have a dashboard filter by criteria: https://reports.zoho.com/open-view/1351413000000412385/db66e4f5f7523b8f7ddf13de63163892?ZOHO_CRITERIA="Organizations_Name"='${Organizations.Organizations Name}' If I create and paste the link into a browser it works: https://reports.zoho.com/open-view/1351413000000412385/db66e4f5f7523b8f7ddf13de63163892?ZOHO_CRITERIA="Organizations%20Name"='A%20Kidz%20Dental%20Zone%20of%20Hood%20River' I'm trying to have this
Zoho Mail Full
One of my users jacqueline.... has filled up her mailbox. It is not receiving anymore mail and I cannot increase the space. This is 2 days with no mail, please help.
"Delivery to the following recipients failed permanently.... Reason: Permanent Error"
We have 11 users - only one is having a problem. When I send email to shannon@tworoadswellnessclinic.com I get a return saying > "Delivery to the following recipients failed permanently.... Reason: Permanent Error" what do I need to do to correct this? Thanks
Unable to submit report for approval - "Tags is not supported for this account"
Hi, I have a problem with Zoho Expense. I've created a report with expenses associated and I'm trying to submit it for approval (to myself, since I am the account manager). However, when I submit the report for approval I get a message "Tags is not supported for this account" and I cannot proceed. I have not knowingly set any tags and I cannot see even what "tags" refers to. Please can you help sort this out as I need to get the expenses approved so I can bill my client! I already raised this as
Ticket 21518419
I have a ticket open for an issue I am having that is stopping me from updating (Publishing) my site can someone please look at it.
mobile site not formatting well for me
i created a website, and put in my own hero slides. when viewing on mobile, it looks really bad. this is surprising because if i goto the websites "preview" and choose mobile view, it looks good. i reached out to tech support and the answer was, this is the way its supposed to be. i dont think they understand the issue. it just didnt make sense to me that my iphone showing the website didnt look the same as the "preview" of the mobile version. to test this, i created a brand new test website, that
Zoho Invoice app crashing on opening on OSX
Hello, we are currently evaluating Zoho Invoice as an option for our back end time tracking. We are all Apple based. I have tried to install it on four different macbooks, on two of them everything is perfect, but on the other two, the app is crashing during opening. I have re-install it several times, but it does not make a difference. How can we solve this? Thanks, Kamen
exchange problem
we are using microsoft outlook 2016 as zoho exchange .to day i lost 5 e-mails .what can we do??i receive e-mail like that : This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Wed, 21 Mar 2018 06:36:05 -0700 from john@reasonto.gr [john@reasonto.gr] ----- The following addresses had fatal errors ----- [Status: DOMAIN_NOT_RESOLVED, Address: <info@teleactive.g>, DOMAIN_NOT_RESOLVED]
Problem sending mail to hotmail.com outlook.com
Hello, the mails sended from my zoho account (@orvitur.co) are not being received on destination address if this adres is from any of the hotmail-outlook servers, I have setup SPF and DKIM as well, but theres no use, they're not received to inbox or spam. What could be causing this issue? I got a bounce mail afthe a while that states: ----- The following addresses had fatal errors ----- [Status: Error, Address: <william*****@outlook.com>, ResponseCode 451, 4.7.500 Server busy. Please try again later
Unable to link my domain
Hello, I've just subscribed for an annual Standard Plan, and i'm unable to add my domain (snconsulting.fr) a popup tell me to contact support. I created a free account a week ago and was able to add my domain i have even verified it with HTML verification and today it missing in my control panel. Today i try to add it again after my subsription and a popup tell me that domain region is a problem contact support. i've already created MX records in my DNS, so i receive 0 emails for now. Does someone
zoho mail login issue
Cant able to Login to our Zoho mail. Is anyone facing the same issue? It been for 30 mins.
this operation has been restricted
hello im trying to add the domain "cherosen.top" on mailadmin and it says that the operation has been restricted. whats the problem?
Uploading photos via published Mobile Form - Forces Zoho log in screen
My users have been experiencing this random error for the past couple years. Not sure what causes, did not happen for a while but recently have been getting reports of it. Essentially I have users submitting data via a published mobile form and when the user tries to submit it will force the Zoho login screen and subsequently the user loses all the information they were trying to submit.
emails are falling in the quarantine
We have had problems receiving emails from the domain btgpactual.com, even after adding it to white list, the emails are falling in the quarantine. Can you help me?
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