--show quoted text-- - too small
Some of our Support Reps are missing vital information in requests from our customers because the --show quoted text-- is too small and hard to see. Would you consider changing the colour of the text or making it bigger. See screenshot below
Date functions used in report criteria lost on re-edit
I have a number of reports set up using date functions such as 'Added_Time' ... Before ... today.subDay(7) to find records that are over a week old. These can be created OK, and work fine. However, when I go to edit the report criteria again, "today.subDay(7)" is always turned into just "subDay". In order to save the correct criteria, I have to retype "today.subDay(7)" into the text box before save. The same happens for other functions e.g. addDay, subMonth, etc. I've got this on a lots of reports,
Keep losing my Home page link in the menu when publishing my site
Can anyone help me. In my Website created, everytime I publish my website, the "Home" Link in the menu, keep disappearing. It is quite a problem for me. Thanks to help. Laurent
Missing Data in Zoho CRM report
In Zoho CRM, there is the "Reports" module. I created a reported for Accounts (related to Contacts). - This report will link up Accounts and Contacts information - I selected all the columns from Accounts and Contacts module for the report However, the report is buggy with missing data - The "email" and "secondary email" values from the "Contacts" are always missing/blank in the report even though there are data/values. If I create a report for just Contacts (do not link up with any other modules)
excel totals
Can someone please advise why it is not possible to add the values in a column in excel! I can't be the only one getting fed up with needing to manually type every number down the column in order to be able to perform basic excel functions. It's a crazy waste of time and prone to mistakes. Plus I live in the UK thus the $ is wrong anyway I have asked about this (as have any others based on the forums) for over a year and have been advised it was being looked into - does anyone have any information?
Formatting loss when exporting
I've been using Zoho Docs as my primary word processor for a few months and I've been very pleased with the result except for one small but irritating thing. Whenever I export my documents as .doc or .docx file I lose important formatting like centering of text, tab strokes, paragraph borders, etc. I'm a writer producing professional documents so it's important that they look the way I intend when I deliver to clients. I don't want to go back to MS Word Help?
invite notification
I am getting acceptance notification spam generated by CRM from an invite I sent out yesterday. 4 attendees responded and from 3 attendees I got one notification, from the fourth I have so far had 20+ notifications. I can't see how to stop this carrying on, can you help - your colleagues in chat weren't much help
Call purpose in iPhone App not displaying our call purpose items
When logging calls from iPhone using iPhone App, the call purpose does not display the values we have set in the Call Purpose field in our database... Is there a way to map where this data in this field comes from? Is there a way to change this data? We love the call logging feature... However, it is unusable to us if we can't log our calls using accurate data...
getsearchrecords on leads returns there is no data to show
Hello, While searching Leads based on company name in zoho the API returns a message with the following response {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/pr ivate/json/Leads/getSearchRecords"}} When a search is done manually in zoho based on company name by clicking the search that comes under Leads, the Leads doesn't exist in zoho. But when the search is done using the general search button present on Right Hand Side on zoho(which provides various check
Api rejects fields with ampersand
For example if i have a company name 'Father & Son' the record errors. I have to change all '&' to 'and' before pushing.
Related To in Tasks defaulting to Vendors
The default lookup for the 'Related To' field in 'New Task' is defaulting to 'Vendors'. Previously this defaulted to 'Accounts' and this is our preferred option. Not understanding why the change took place. Any suggestions on how to restore this default?
Zohorecruit application questions disappearing
Is anyone else seeing application questions randomly disappear? This is happening multiple times A DAY!! We have been experiencing this for MANY WEEKS. Support is not reliable on this issue and I'm ready to give up on zoho if we can't get them to provide reliable support and resolution.
Zoho CRM has become bery slow even freezing the browser window while calling up menu functions
Very bad when trying to customize a report that almost certainly freezes the window. We are using Chrome and Firefox in most recent versions and both seems to have the same result. Other online apps such as GMail are not affected so Internet is not the issue. Can you please review and help this out. This issue is dragging on for weeks and exhausting us by the day. Many thanks! .silvio
Sync button not available in calendar
The Sync button is not available in Calendar to allow syncing/authenticating to Google Apps calendar
Sync between Zoho and DropBox broken... again !!!
Hi there, 10 months ago, I had exactly the same problem : https://help.zoho.com/portal/en/community/topic/sync-between-zoho-and-dropbox-broken => Continuous sync with DropBox is broken again !! Exactly same issue as before. Please fix it asap. Thanks, Chris
leads/account/contact near me don't work
Hello Zoho Team, I tried the function "leads near me" and after 15minutes only the 52% was downloaded = 21 names (my DB is about 2000 names spread all over the country so I expect to find in the radius of 10M no more than 20-50 names). In other words it is impossibile to use it because it is expected to offer a quick help while in the trafic to recover a meeting etc etc. and one can't wait 15 minutes (!) to see an aswer. Same issue for "accounts near me" and "contacts near me" as well. In the past
Report stopped calculating data
I have a report which has stopped calculating data on 6.30.14 - What do I need to do to get it to calculate up to date?
unresponsive support
Does any one else have trouble getting support during US business hours? I have tried every phone number and email support with no response today.
.Holdings domain name issue
Hi there, we have a client who is using the new .holdings domain name and Zoho will not let us add them as a valid client email address. Can you please look into this. Thanks, Giles
Export Permissions
Hi, When I set the export permissions in some profiles. In my mind, I have disabled the export permissions for one kind of specific employee such as "contractor", Unfortunately , I found the contractor still can see the "export" in the menu and it can work. What is problem? BTW, I both disabled the import and export permissions to contractor. The import disappear but export still be there. Please help... Hero
Not receiving emails on any of my zoho mail accounts
Hi there, I have two domains registered with Zoho Mail, both of which were working fine for the last month or so, although today emails seem to be bouncing to both domains. Is this a known issue? My domains are as follows: www.tigereducation.co.uk www.tigermartialarts.club Please let me know if there is a problem! Many thanks Nick
Offset function spreadsheets
Offset function using cell the formula is located in results in #CIRCULAR error even though the reference is valid. When comparing two sets of similar data contained in adjacent columns, I am used to the following: =Offset(g10,0,-5)=Offset(g10,0,10) , in the column between two sets of data to be compared. The false values highlight differences and I then shift or move data to line the comparison data up. Without use of offset function, moving the comparison data makes the comparison formula also
Logged call times are showing up differently on mobile vs. the desktop version
When I log a call in the desktop version of zoho it records it opposite of what it is logged at. Example is yesterday I logged a call at 4:38 pm on the desktop and on my mobile phone it shows 4:38 am.
Type Required "Int", Type Found "Long" error
I am calling a function from within a function. They function that I am calling needs to receive and Integer, however when I I try to send an Integer (specifically an ID from a related drop-down) I get the attached Error expression type does not match: type required:int type found:long
The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho.
i have notification The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho. I've been setting my dns correctly. but still I have not to receive inbox mail. please help me.
Issue with mobile sync
Hello all, There appears to be an issue with mobile sync (msync.zoho.com) in particular on the iPhone, where mail is not being downloaded. At least not all. All settings have been correctly checked and verified including mail days to sync, push to folders and accounts enabled for mobile sync. Would really like to be able to pitch this service to my clients, but they really need this to work. Thanks
Spanish translation for Zoho Books
Dear team, Thank you very much for having translated in some languages Zoho Books. This will be a great asset for us, specially in French and in Spanish. Could I already point out to you some modifications to do: Contable => Contador (this is the word used in most Spanish-speaking countries) Gráfico de cuentas => Catalogo de cuentas (this translation was not at all accounting related) Diario nuevo => Nuevo diario As I continue using Zoho Books, I will let you know about my other findings. Many thanks
Account data migration
Hi; I'm in the process of migrating CRM data from our previous CRM to Zoho CRM. I'm currently trying to migrate Account information. I manage to get the Account records created, with correct info and correct dates, however there are two things not working as expected: Account Owner Id: It always is set as the Adminitrator Id, regardless of the Account Owner Id that is specified in the CSV migration file. I've tried with the User IDs provided by Zoho when I do an export, as well as with the User Names,
Another day another request for help from an organisation that could not care less about providing product support
Another day another request for help from an organisation that could not care less about providing support to subscribed users nor taking the trouble to correct it's own faulty markup. I don't know why I'm bothering but anyways..... ....OK so there's a need here to change a primary email address for a member of my team in Zoho. I follow the instructions here: https://accounts.zoho.com/u/h#profile/email In brief, one adds the new address they wish to become the primary and has to send themself a confirmation
zoho - take the money and run 2 - zoho not caring less about fixing the systems (their own) markup errors
Another day another request for help from an organisation that could not care less about providing support to subscribed users nor taking the trouble to correct it's own faulty markup. I don't know why I'm bothering but anyways..... ....OK so there's a need here to change a primary email address for a member of my team in Zoho. I follow the instructions here: https://accounts.zoho.com/u/h#profile/email In brief, one adds the new address they wish to become the primary and has to send themself a confirmation
Making the move from Google Apps to Zoho email. Can send/receive email except from...
Internal email addresses - those emails are still going to gmail. My MX records have been changed and verified. I can send and receive emails from outside the company but when I test and send to another person inside the company - it is going to Google mail and not Zoho. HELP!
Account Blocked
Hey my email account "faturamento@kajavet.com.br" has been blocked. Please I need to unblock it. Thanks
Zoho Invoice not loading
Hi I log in and I get past the 'wait while we work our magic' bit then the application starts looping through the loading sequence. Please help I need access to my account urgently. Many thanks Justyn
Form - Failing to Publish
I just wanted to inform everyone that if you try to publish a form with a font size that is not a whole number (such as 11.5, 12.5, etc.) it will not work. For some reason Zoho developers did not add an alert that tells you why the form failed to publish. Anyways, as long as everything else is okay, it should publish if you use whole number for font sizes (such as 11, 12, etc.).
failed to insert a sales order. Error message was: Number of products for the record has exceeded the limit (error 4489)
Hello, As an integrator, we are synchronizing products and sales orders between an e-commerce site (PrestaShop) and a ZohoCRM account. We encountered a "Number of products for the record has exceeded the limit " error (ZohoCRM API code for the error is 4489) when attempting to insert a sales order which had 177 products. what is the actual maximum number of products that a sales order can embed? is there a way of removing this limit? Or to make it a little bit higher, please? Thank you for your understanding,
Account blocked
Hello everybody, I'm mainly using Zoho mail on a computer (free plan) I tried to set up on my Android cell phone and did the big mistake to use the famous K9 client. As a result, I can't receive messages anymore. I assume the limit of 20 IMAP connections is outdated . Would it be possible to reset my account, in order to configure Zoho in an other app, consuming less (I hope) ? Thanks in advance. Best regards.
Problem with pay
i pay for zoho campagne 70& in 02.07.2014 this is ok, but why you take off from my bank account 39,14€ in 04.07.2014 thanks for ansaver
Can not login to Zoho mail: Account is disabled
Hi, I've registed at Zoho. My Zoho account is hieuvotrung91@live.com and I've actived my account via email. I can login to Zoho home too. But when I login to mail.zoho.com, I got the message "Account is disabled ". Could you active my Zoho mail account, please! I also attach a snapshot with this ticket, thank.
e-mail lead to potential
Hi guys, I am not able to find out the setup of e-mail. It's strange situation, because this e-mail is generated just when only specific our colleague converts lead to potential and I would like to find out and change this e-mail recepients. Could you please help me? (below is email (without client details) Thanks
email setup
Hi, currently we are starting to use potential, but there is some strange setup and we are not able to find out from where this is comming. Just when one of my colleague is converting lead to potential this action generates info mail about this to our support center. I am not able find out where in zoho I could change this setup (no findings in automation, templates) below is the picture of mail (personal info I took out). Thanks for help
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