ZOHO CRM reverts changes applied without notice or cause in the last 7 or 10 days
Hi, I have noted that in these last days, Zoho CRM reverts the changes made by us in the last 7 or 10 days. Any general issue that are you facing? So, this means we have lost information of 7 or 10 days... I have checked the auditory register, and changes reflects that we made. But if you go to a given prospect, the last update does not correspond to the effective last update to that register. Can you help me? I am really concerned about it? If ZOHO CRM can not ensure consistency , it is not the
Reports issue URGENT
why we have no longer access to our reports designed to our needs? We need to have report showing all candidates status vs jobs for each client we have, please assist asap!!
Workflow Alerts are not sending on Sundays!
We have spent several weeks troubleshooting a client instance of CRM with workflows that change fields and send alerts but do not appear to run correctly on Sundays only. They appear to run fine on Monday through Saturday, but on Sundays, they either don't run, or they don't send the email alerts. Customer is not happy. How are they supposed to work? Leads have a date/time field of a future appointment, Appointments can be on Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, never Sunday, Workflow
Problem with import csv !
Hello, my problem is: when I import my list csv contact, that's what happens: What to do to get to separate?
All Email Alert Workflows Stopped Working
We have multiple workflows that generate email alerts. First they never would trigger an email alert on weekends???? (Zoho has not resolved). Now for no apparent reason all email alerts have stopped firing? Any ideas what would change that could cause either of these issues? Unfortunately we are likely going to cancel the subscription because it was purchased to automate lead processes primarily.
Why only max. 5 Checkbox based fields can be mapped?
I wanted to add a sixth checkbox custom fields, mapping from CRM to Campaign. [You've reached the maximum limit to create Checkbox based custom fields] Why? I thought by subscribing a plan this will go away?
Reports only exporting half of data
I am trying to export data from a report and it is only allowing me to export a few pages then goes to no records available. Is anyone else experiencing this? Leah Edwards
crm dashbaord - todays leads not showing up
Hi There, I am sending emails which include my tracking ZOHO email which the emails are not showing up on the dashboard for "todays leads". the lead is being created tho!!. another issue when the dashboard is in customise mode. open tasks section - doesnt show who the task is for. so i have a number of arrange appt, arrange appt, email intro etc. only in classic mode does it show the account and contact. THIS IS A MUST for the other view. its redundant without!!!
Related to field being deleted in Tasks
We are experiencing an ongoing issue with Tasks. Tasks are being created with a "Related to: Accounts" field. At some point this Related to field is being cleared. What we are left with is a number of Tasks that now do not have an associated Account. We have explored this being an issue with user input but as a task cannot be created without a related to field we have begun to suspect this is a problem behind the scenes. We have not been able to replicate the problem but slowly our list of Tasks
Usage Information not visible, API option?
https://www.zoho.com/crm/help/api/api-limits.html#API_Usage indicates that the page at Setup > Developer Space > CRM API should have a Usage Information section, but ours does not. Is this an undocumented change or is there a setting that the account owner needs to enable for this user, and if so, what setting (and where)? Also, is there any way to query usage quota information through the API itself? We would like to make our application handle its query budget intelligently without resorting to
[Bug] Timezones from different subscribed calendar groups don't work well
Hi, The last one now. If you are subscribed to a calendar that runs in a different Timezone, the different items will show in your agenda in their Timezone. So example; Central US time 15:00 is 21:00 in West EU time (my time). However on the mobile app, it displays as 15:00 my time. Which makes something that will happen in the future (21:00 EU time) happen on the same time as the EU time 15:00. Thank you!
Exporting Reports
For some reason I can no longer get any reports to export to Excel. Is there a problem with the system or perhaps I changed a field somehow?
Global search function less reliable
We are finding the global search function less and less reliable. This is a big problem when it comes to preventing data duplication. It's also a big frustration to users. We use ZohoCRM ourselves so that we experience what our clients do. I've done several searches for contacts that do not show up in any of the search results, but are in the database. I can get to them through the account. What's even more disturbing is that I'm the contact owner.
Unable To Configure Mailing Server
Upon clicking reply on a ticket, I get told to configure a Mailing Server. Clicking Save to submit my information results in getting an alert. Error in mail account creation. Please try later This has been happening for a while now and stops me from replying to any tickets sent to me, any help would be greatly appreciated.
Can't delete apps
Hi - I created 2 apps in my account and now want to delete them. I click on the delete symbol and confirm but the apps remain. I have enabled support access and app names end with "-delete" Thanks, Jeff
PaylPal Issues
Here's what my "on success" code looks like along with the line that's at issue user = DB[key == zoho.loginuser]; input.userkey=zoho.loginuser; input.PIN=((zoho.currenttime.toLong() % 1000000)).toString(); zid = insert into PTO_PIN [ Added_User = zoho.adminuser Claimed = "Yes" parentname = user.p1n parentphone = user.p1p PIN = input.PIN pto_email = "highschool@niskypto.org" school = "Niskayuna High School" useremail = zoho.loginuserid userkey = zoho.loginuser ]; success message "Thankyou
problem with account info@siedp.it.
I need to add info@siedp.it to our account. We were wrong to register the first time and now we can not complete the operation. We can not even recover your password. The first time, the account info@siedp.it, was associated with the account siedp@congressiefiere.com subsequently closed. Now he has associated with webadmin@siedp.it and alessandra.garelli@congressiefiere.com thanks Andrea Matto
Imap pb
Hello Zoho, Here are our configuration : We have an Entreprise Zoho CRM account We have a free Zoho email account Our email serveur is Office365 We would like to synchronise emails between our Zoho Email account and our Mail application (Mac + Iphone). But I can not find any solution to set up an IMAP account. I tried several things but it doesn’t work, no synch.. POP works but that s not what we need. Any idea ? What do we have to do ? Many thanks ! Antoine
unable to copy & paste between doc earlier today
I have no problem to transfer information within the same document. However, I couldn't copy information from Doc. A, then paste to Doc. B... I don't have this problem until earlier today. I asked around, none of my friend could copy & paste info between 2 sheet doc. any more. Would you help to solve this problem? Thanks
Problem at Zoho CRM report Module
Dear Support, There is something wrong at report module inside Zoho CRM. The filters doesn't work. eg. I'm trying to execute the report that show us the potentials with closing date at this year. The report ignore the filter and show all Potentials. Could you help me please? Thanks. Paulo Miguel.
Invalid SPF Record on spf2.zoho.com
I've just set up a domain on Zoho, and I'm loving it so far! I'm trying to create SPF records for my domain, and I'm following the instructions on the admin console wiki: https://adminconsole.wiki.zoho.com/domains/SPF-Record.html However, I note that spf2.zoho.com includes the following invalid record: ip4:74.201.84.159/31I believe this should be: ip4:74.201.84.158/31 See the following report: https://dmarcian.com/spf-survey/zoho.com
Can`t invite by e-mail
When I try to invite some business, it show me this error message on the top of Zoho Sorry, we are unable to send your invitation. Please add a domain based email address to your account and try again
Problem when sending an email
Hello, Recently when one of our users try to send an email, Error message displayed on the screen and eventually is unable to send an email I would appreciate your help as soon as possible. Thank you, Moran
Mobil CRM app from IPad app store
I was using this app just fine. Now when I sign in it tells me " this app has been disabled for my acct" please help, I use this a lot while on the road.
can not connect to imap.zoho.com in outlook
I am able to log into my email via webmail but Outlook can not connect via imap. no settings were changed. Issue is intermittent. account: discountonlinefitness.com My other zoho account works just fine: fitsupply.com thanks Steve
AM/PM reversed on calandar dayview mobile app
Hi, I just installed the app and it looks great, thank you for making it! However I do run into one serious error and one that is merely annoying. Main issue: - AM/PM is in reversed order when selecting a random day with an appointment both in the AM as the PM zone. This is how it looks for a day with 3 appointments. Appointment 3 (0630PM / 1830) Appointment 1 (0900AM / 0900) Appointment 2 (1100AM / 1300) Which obviously doesnt make any sense. This errors holds true for every day. Second of all,
calls not being logged
it seems that the calls are not being logged and are not reflecting under accounts. I tried logging out and back in; still not working properly. Please advise
Server error
I am using email accounts. But when i m trying to login i m getting following error. Server error occurred The Possible reasons could be : 1. It is possible that you typed the address incorrectly. 2. The URL may be invalid.
CAUSE=WEB_LOGIN_REQUIRED RESULT=FALSE
when I try to this https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=pin2kumhar@gmail.com&PASSWORD=zoho@123 return # #Wed Aug 20 23:41:34 PDT 2014 CAUSE=WEB_LOGIN_REQUIRED RESULT=FALSE Be logged in or not its not mandatory
CANT IMPORT DATA FROM API
Cant import data from from url with authentication. The button NEXT ("Seguinte" in portuguese) is impossible to press. There is text space in front of the button, so there is no place to click it.
Line breaks in Timesheet notes
Is there a way to add a line break in the Timesheet's Log's notes? I have multiple items I had to add in the notes so that when I run a report and generate a PDF all line items are printed in separate lines instead of jumbled up in one line.
Field Filter not working after variable assignment script
I have a lookup field with a filter added. When I choose a value in a different field, deluge script assigns a value to the field that is indicated in the filter, but the filter does not execute. If I manually select the Value in the field, then the filter works. I also have a script that runs on user input to that same field in which the filter is dependent "GHS Co". and that script runs when GHS Co is autofilled. The filter is not added via script, it is added in the field settings.... so
All Zoho creator applications are missing.
For our Zoho account caluganda, all of our creator applications are missing. When we sign in with any of our user ids/passwords no applications show up. We created several applications and they are all gone. We need them restored as soon as possible and we need to know what the problem is. Why are they missing in the first place??? Jim K.
Filtering problem with ZOHO report
HI I have a report filtered "Stage Isn't Qualified Out" , but records with this value still appear in the report. Any ideas? Thanks Peter.holden@vitalenergi.co.uk
Sorting by Owner
We have two people in the business with the same surname. When we try to sort our Contacts, Potentials or Accounts according to Owner, the ones relating to the guys with the same surname are all mixed up together. It looks to me like it's sorting on Owner surname alone and therefore doesn't segregate also by Owner first name. Please advise.
System is very slow
Over the last 2 weeks your system has been extremely slow. I know it's not our internet equipment or software as our other systems are working fast. What is the problem and when can we expect it to be fixed? Thanks, Cornerstone Property Services
Instagram reset paswword email
I am trying to reset my Instagram password and thus have had an email sent to me from Instagram,and I have yet to receive anything in my inbox or spam folder.
All my activity history has disappeared from the accounts
Having added activity history to accounts, it has disappeared from the landing page of accounts. I can still find it activity history.
Unable to Set Access Permissions for Fields
I am not able to set or edit the Filed Permissions for all the profiles. This issue had started two days ago.
POP mail downloading all folders
When I POP to my Zoho account, all emails in all folders, including sent items are downloading. (not deleted or spam folders). I talked with a service tech and he confirmed that only the inbox should be downloading. I'm seeing this same issue with Outlook on my PC and my smart phone. I've confirmed that the settings are set to POP, not IMAP. IMAP is working correctly. I've been using POP for over 15 years with several email systems and I've never seen this problem. Is this a Zoho issue or a settings
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