BUG: Module-level Permissions (Inadequate), Restricted Users can Delete/Edit all Organization's Records
Under Module-level Permissions, how can we allow a restricted user to "Delete/Edit" their own records only. By giving a profile the option to delete/edit, they are allowed to delete/edit everyone's records for that model and not just their own! There should be an way restricting the "Restricted Users" from deleting/editing the organization's record. Please share it with us.
Problem importing xlsx mac file to Zoho CRM
Dears, I've been trying to import an excel file .xlsx with my potentials to be uploaded directly into the zoho crm, but i get nothing. i tried to attach the file here, but it tells me this extension is not supported for this portal. Please help
Show is extremely slow and non-responsive
As the title says... im getting frustrated of how slow, non-responsive and timeconsuming this system is. Im beginning to look for another system. I just tested my internet speed to see if that was the reason... Not the case:
Issue with Duplicating emails
Hi, Everytime I send an email from my PC, my mobile will receive a copy of it as a "new email". Is there a setting which I can put a stop to this? I have set up email configuration on my Samsung Galaxy S2 (Android 4.0.3-ICS) as below: SMTP settings Zoho Mail SMTP server address: smtp.zoho.com Zoho Mail SMTP user name: Your Zoho Mail address (example@zoho.com, for example, or your own domain's email address, of course) Zoho Mail SMTP password: Your Zoho Mail password Zoho Mail SMTP port: 465 Zoho
Extremely poor and unprofessional services from ZOHO Creator
Hello All I may be the only person experiencing this, but since the middle of August, the services provided by Zoho Creator has gone to the dogs. Case in point being unresponsive and dodgy customer service, who among the many ills include unresolved ticket issues and a case of speaking from both sides of the mouth. Additionally, for the last two months, I have had a persistent problem with schedule execution, which despite numerous calls and emails, has remained unsolved. To add salt to an injury,
Can't access contact list when composing; messages continually show as unread; messages won't send
I can open my emails, but they don't show as having been read. I can't reply to any message I open. I can compose a new message, but the contact list doesn't show when I click on "To". I can fill in the "To" address by hand, but the message still refuses to send. Don't know if Zoho is the problem or the fact that Windows updated my computer this morning and it messed up my settings somehow.
"Empty Deleted Items" option does not work!
Zoho Mail team, "Empty Deleted Items" option does not work and it throws the following error: The server did not respond to this IMAP command before the connection was terminated. Configuration: Account: Zoho (XXXX) Server: imap.zoho.com User name: XXXX Protocol: IMAP Port: 993 Secure(SSL): 1 Code: 800ccc0f ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
Cannot view underlying data
The image below appears when I try to view underlying data on zoho reports on Firefox. What is causing this issue?
Zoho Writer Embed Issue
ZW Team, Can you please give a Scribd like embed code (scrollable DIV at a minimum) for embedding public Writer documents into weblogs? The current script code just puts the word document and it jeopardizes the layout of the blog. At least like Zoho Show if you can put a DIV and run scrolling content within it it would be great. Let me know if you need a typical document which breaks. ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
New Password Needed
I have reactivated a user account for our CRM but the user does not remember their password and when we go through the 'forgot password' route we do not get an email sent through for us to either reset the password or create a new one. Please advise. Thanks
Problem with using the "select" task for a multiselect lookup list - data won't be saved.
Hi there, I'm trying to pass values in my form from a text field to a multiselect lookup-list (on user input). When a certain string is entered in the text field, the exact same value should get selected in the lookup-list. This works fine while I'm adding data to my form. The values in my lookup list get selected. BUT: When I submit the data, the selected values in the list won't be saved! (In the second screenshot, the data from the list should show under "CRUs" - but it's just empty...). My simple
BUG: Issue with Workflow Automatation
Workflow Automatation is setup as follows: Module: Potential Execute On: Create or Edit Workflow Tasks Setting: [Due Date] Closing Date minus 7 day(s) Issue: Editing the [Due Date] on the potential, does not automatically re-trigger and adjust the Workflow Task settings; Expected Result: The [Due Date] on the Workflow generated Task should change in accordance with any Potential closing date edits. Can you confirm this on your end?
Limited Text Area fields, now changed from 60 back to 10. Very limited customisation ability. Now 80% less efficient
Anil Kumar Sorry for the delay Brendon, I was in a discussion with our product team about this matter. 4:00 PMbrendon ok 4:01 PMAnil Kumar I was asking is there any plan in the list to increase or any possibility for now atleast to increase it up to the required level. Unfortunatley had no luck on that. But I was told that we have plan of increasing the overall limit in the future. 4:02 PMbrendon but I have not used up String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area,
Syntax errors don't show on correct line
Hi Zoho, I've noticed that I get "improper statement" errors with unhelpful line numbers. E.g. try compiling some code like this: //send out editorial writer emails for each booking in input.Edition_Bookings { //check whether an email has already been sent to this writer writer_obj = Editorial_Writer[ID == booking.Editorial_Writer]; writer_email_address=writer_obj.Email; email_sent_to=booking.Email_sent_to_editor_email; if(email_sent_to != writer_email_address) { //either no email has been sent
Custom String Fields say 60 but in reality only allow 23. (error on site updated but still very limited)
Anil Kumar May I know which field are you concerned about. Check box or date field 3:20 PMbrendon Text Fields at the moment are the only ones not working not sure how much I have used of others Sorry TextArae 3:21 PMAnil Kumar Are you sure, ? 3:21 PMbrendon TextArea check box still works 3:22 PMAnil Kumar ok, Could you check and tell me how many fields in each of these data types have you created in tasks. (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number) 3:22
Administration change
Hello, I am the Administrator of the CRM but I need to swap with another user in the CRM. This other user needs to have the same privileges as me now but within his own account because my account needs to be deleted afterwards. He is Administrator but he cannot delete my account. What is the right procedure so that we do not loose any information on his account and mine can be safely deleted? Please advise... thanks!
Unable to connect SMTP server:smtpout.mail.zoho.com Reason:Authentication failed:554 5.1.8 Sender Address Blocked
please i need help swiftly .....i need to send some couple of mails today and i am getting this message in my box that Your Outgoing has been blocked and you will be unable to send emails and i also tried contacting zoho support i got a response that Unable to connect SMTP server:smtpout.mail.zoho.com Reason:Authentication failed:554 5.1.8 Sender Address Blocked..please unblock me ....i need to make use of this box immediately... Thanks Zoho
Bug with capitalisation of variable names in new builder
See screenshot.
BUG: Fields & Links Permissions Loophole
Under "Modules List: Potential" an admin can hide the following fields from certain CRM users: - Amount - Probability (%) However, under the Potential's - Stage History, the users from which the earlier fields were hidden, currently have access to: - Amount - Probability (%) - Expected Revenue This is a BUG and should be resolved ASAP. If a field is hidden, it should not be revealed through some other Sub-Module. The only solution currently is remove "Stage History" completely! This is not a practical
Unable to get a mail from an address outside thecompany
We are facing a issue with our E-Mail. We are unable to get E-Mails sent from an ID outside our company. i.e. IDs that dont have @inventrom.com from last 3 days. Please help us regarding the same as it is urgent. I am unable to log in the support page so directly posting here
Two problem with application: not run imputation to field and not run duplication and import ds
Hi, My first problem (and it is important for us) is not run imputation to field. My applications is kind of survey. I didn't check Zoho Survey, because I need integration with Zoho CRM and i want send data to my service. We have one survey but six other way. So I did one general form and seven stateless forms. One form to define way ( one of this: Women age <29,Women age 30-49,Women age >50,Men age <29,Men age 30-49,Men age >50) Every of this form have ~30 questions. We split every for 5-6 site.
Previous script logic no longer works with new application builder
All, in the old system the following code would ignore fields that had nothing selected, and would only perform the INSERT command for fields that had item selected in the dynamic pick-list. // If the serial number field is set to something other than -Select- then data will be inserted into the data capture form. else will be ignored. if(input.Serial_Number_One != "-Select-") { insert into Crossover_Testing [ Added_User = zoho.loginuser etc........................... this statement
Completely Remove Outlook Plug In
I am having an issue with the Outlook add in. I need to completely remove it. More than just removing a program. Does anyone know how to remove it including any registry entries etc? Currently I am showing all items as "deleted". See attached photo. I want to do a complete re-install.
Missing last decimal point on mail merge & email templates
Hello, When i merge a number / currency field in to an email or document it misses off the last digit if its a zero as follows:- £800.00 will merge as £800.0 £800.10 will merge as £800.1 Whats does work is this:- £800.12 will merge as £800.12 Its only a problem when the last digit is a zero. How do i correct this?
I can't send my campaign for preview.
I am a new user and I am trying to "send for review" a campaign and nothing is happening. I create a new campaign and also is not working. This is my fifth campaign and everything was working before but now isn't. Can someone help me? Thanks, Felix Zayas
Error in Mapping Industry fields
Hi, I have added custom list for the field "Industry" in the leads. But I can't map the same field to those in accounts and potentials. For the custom values I have put in for the field Industry in leads, it remains blank in accounts and potentials. When i try to map the fields industry for all three like leads, accounts and potentials it is also not possible... Please advise... This is frustrating...
Bug with conditional syntax in new App Builder
Hi Zoho, I was debugging some code a colleague wrote. I eventually tracked it down to this issue: He wrote if((input.Shipping_Status = "Received") which is not valid syntax. It should have been. if((input.Shipping_Status == "Received") In this situation, I would expect the compiler to throw an error. It should not be possible to write if((input.Shipping_Status = "Received")That would invariably be a syntax error. I'm pretty sure the old app-builder didn't allow this.
Zoho Creator
Hello, The views are getting deleted . Can anyone tell what went wrong ..???
Top banner remaining fixed position
Hi, Just letting you know that the below glitch occurred after I deleted multiple entries. The banner stayed at the top regardless of where I scrolled. This was fixed after clicking into another module.
Emails are not reaching end users
We've been using Zoho Support for a couple of months now and noticed that a lot of emails do not reach their destination. I've set up Zoho Support to send mail through our SMTP server, and by looking through its logs many of the emails do not even reach the server. It appears that they are not even sent from the Zoho Side. I also notice that for the emails that do come through there's a 5-30 minute delay from the time replies are made and our server finally receives an email. Further to this issue,
Project invoice : You don't have any project please contact support...
Why can't I invoice directly from project ? There's an error message telling me I have no projects... but I have! Help please!
Leads Deleted
We just barely passed 200 leads in our account and were sitting at about 206 leads yesterday. Today I was adding some more leads in and I noticed that we only have 173 leads. 30 leads disappeared. Why would this happen?
Your Outgoing has been blocked and you will be unable to send emails.
How can i be opened again????
Outgoing blocked due to Mail Bounce count exceeded.
Please unlock my account. Isn't there a permanent solution for this ?
Last four of phone search broken, enter in REVERSE ORDER.
We have found that you need to search for the last four digit in the any phone number in reverse order. For instance, if you want to find a record with the phone 805-453-7609 by searching for the last for digits, you need to enter 9067 into the search box and you will be rewarded with the correct search. Currently, searching for the last four digits in the correct order, ie. 7609, does not yield the correct query.
Bulk edit doesn't run script
Hi Zoho team, I'm trying to have the age of employees get updated once in a while w/out having to update them one by one. For some unexplained reason, when i use bulk edit to update these records, script On Edit doesn't run. Of course, i've checked that my code is working for single record updates - no problem there. is there a workaround for this issue? is the Zoho team working on fixing this bug? thanks, Anat
Very slow SMTP connection
I have used my Zoho details in my Joomla configuration for SMTP emails. While this technically works, the user has to wait for around a minute after filling in the form in order to get the 'success' message. It seems like the connection is incredibly slow. I find that my Outlook send/receive is also very slow, often taking around the same time. Sometimes, mails will be delivered several hours after they were actually received. Is this something which you can fix/help me to fix?
Cannot create dependency link from Predecessor to Successor task if the end-date of Predecessor = start-date of Successor.
I am unable to create a Dependency link when the End-Date of the Predecessor is the same as the Start-Date of the Successor. In the real-world, a Successor task can and should often start immediately, the same exact day, as the Predecessor's completion.
Workflow emails not triggering after a few Case's modifications
Hello, We have a workflow that sends an email to the owner and the creator of a case. It works a couple times before it just stops working for that case. These notifications are very important to us and cases are at the core of our business.
Discount amount not properly calculated
The discount percentage doesn't get recalculated after adding/removing items from the invoice/quote. Pl. review this. Thanks.
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