Converting Leads to Accounts in Zoho Mobile CRM
I converted an open lead to an account on my Zoho mobile app for Android yesterday, however it did not appear to convert properly. It did create an Account and Contact, but it did not close the originating lead out, and the lead was still open and not associated with the Account. I was able to solve the issue on the web by Converting again, and associating with now existing Account as the Zoho error message advised.
Creator App Duplication Failed
Hi Zoho Teams, We are a IT consultancy team and zoho creator paid users. We aim to promote zoho to our local SME as it's a wonderful tool. This is our app: https://creator.zoho.com/luyiheng/ucdemo It's a demo for our client. However, when we want to deploy this to our client, we could NOT DUPLICATE this app. After click "duplicate", nothing happens. Also, we could NOT EXPORT this app. Please Help! Thank you very much! Best, Yiheng
outgoing mail blocked
Hello! Could you please unblock also my outgoing mail? I sent some e-mails to users that have been disabled, and bounced. Thank you!
Why does no one respond to my e-mails and calls!
I am in need of some assistance and ZOHO won't reply to me! Horrible customer service!
Search for PRODUCTS does not populate any results from the RELATED LIST
...my issue is that we used to have the ability to use the search field to pull what PRODUCTS have been specified to individual PROJECTS and ACCOUNTS. However, now, all we get is the results from the PRODUCTS module and no relationships to any of the other modules if I select our PRODUCT "AV246" for example. I do have a PROJECT called "Applied Medical" which has the specified PRODUCT listed in my example. Thank you in advance for your support in resolving this matter, Jayson
Map Depency fields in Candidates costom form
hi. I want to chield field State/Region/Province List for parent field Country from Map depency fields in Candidates costom form. but Firefox Chrome etc. crashes. really It was largest torture for me. already enter data into individual problems. please help.
Access Request/Zoho Privacy Policy
When accessed using the URL http://creator.zoho.com/[USERNAME]/[APPNAME], the user is not presented with an warning. But then, we've converted the primary account to a domain account, added a sub-domain to point to ZC. So when I use the URL http://[MYSUBDOMAIN].[MYDOMAIN].COM/[USERNAME]/[APPNAME], the user is presented with a warning that reads like below: --- By clicking 'Grant Access', you give Zoho permission to enable [MYSUBDOMAIN].[MYDOMAIN].COM to access all your user data available with Zoho
Not receiving/sending email between my domain accounts
Hi, I have created my zoho account yesterday(02/07/2013), I've created 2 emails, Example: email1@mcpower.com.br email2@mcpower.com.br I've tried to send email between them, and Its not working On My Painel "Administração de email >> Solucionar problemas" they appear with the message "Temporary local problem - please try later". I can receive and send from any other domains, gmail, hotmail, i've tried some friends emails too, and its all working, but only between my zoho email accounts not working.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web URL Field Not Accepting DropBox URLs
I use DropBox to store client information and years ago I set up a custom field to link to that DropBox location via web URL. Now, whenever I go to edit the account or even just that field, it gives me an error and refuses to save the information. Here is a Sample URL that it kicks out ... https://www.dropbox.com/home/Clients/Active%20Clients/Buerger%2C%20John%20%26%20Allyson%20(WC) It says, "Please Enter a Valid DropBox." I also tried it using http: rather than https: and that didn't change anything.
Web Tab - Dropbox access
Team, Do you have plans to integrate the Dropbox window viewable using the Web tabs?
Record insertion having multiple databases.
Hi, Hope you are doing great! 1. I need a clarification on insertion of record though API using post method having with multiple databases. for example the URL I'm using is BusinessMetrics-Test - Database Dummy - tablename https://crm.zoho.com/crm/private/xml/BusinessMetrics-Test/Dummy/insertRecords? 2. How to post content? and which is best way to post? <dummy><row><FL val=\'AccountName\'>company name</FL></row</dummy> Please let me know if you have any suggestions. Thanks for your help Pradeep
My email has stopped receiving email from one specific website... not sure why
Hi, I was wandering if you could help me please. I use a site called Wattpad which sends out notifications, a bit like Facebook, when someone has dropped a comment at you. For some reason Zoho mail is no longer receiving emails from the site. I've used an alternative web address for a few days, and the emails are sent and received happily, so the block seems to be at Zoho's end. I've not got any filters / blocks in place to prevent incoming emails from Wattpad. Help? Thanks Gavin
Not Receiving Mail
I have had several people call me over the past week or so saying they have sent email to me but I never received these emails. Some of these emails were sent directly from my website and involved potential sales. Is there a way to recover lost emails? I have checked spam/junk folders and they are not there. I have received some mail, but it seems not all mail that was sent to me. Thank you for any help anyone can provide.
Activities edit view issues with contact name and related opportunity
It seems not posible anymore to add "contact name" and the related "opportunity" to the activity view whether the view is been created from scratch or edited. Could you please advise?
Subform: Criteria rules not working correctly
Hi, Background: I have a PROJECT form that has a relationship with CUSTOMER & AGREEMENT. The AGREEMENT field has criteria where CUSTOMER_ID == input.CUSTOMER_ID. This works fine in the form. Eg When I select customer 123, I can see agreements 12 & 22. Problem: I have a PROJECT subform in my CUSTOMER form. When the user adds a new project, I expect the Agreement dropdown to show the relevant filtered agreements. However, I do not see any agreements. Eg When I view customer 123 & add a new project,
FORMULA FIELD PROBLEM
EVEN WHEN I MARKED IT TO BE VISIBLE IS NOT DISPLAYED IN THE WEBPAGE AND EVEN NO CALCULATION AS PER FORMULA IN FORM DATA FIELD WHY REFER TO testlab.zohosites.com WILL THIS WORK ONLY IF IT IS AN UPGRADED AND PAID WEBSITE? Regards, Sasiraju
Posting Link to Website on Facebook shows Template only even though website has been published
Hi I've published my website today (and various iterations over the last two days) which works fine (www.majjakcandles.com). However when I place a link to Facebook to the page it's coming up with a snippet of the default template (lorem Ipsum etc) Pls see attached screenshot. Can you pls advise. Thanks, Mal
Multiselect pick list values deleted when editing contact.
Hi there, I have set up my contacts with pick lists and multi select pick lists to capture segment data. I have mapped a dependency field, with the parent field a pick list and the child field a multiselect pick list. When I click edit on an existing contact with these fileds filled (with multiple options selected in the multiselect pick list), only one of the fields in the multiselect pick list field remains highlighted. This means whenever I edit a contact this way, most of the information
Urgent: task zoho.crm.searchRecords don't works
the taks zoho.crm.searchRecords don't works anymore in my app, i try to see crm response with this functions list test.test() { crmResp = zoho.crm.searchRecords(("Accounts"), "(CIF|=|XXXXXXX)"); return crmResp; } and show me this: [{4834=Invalid Ticket Id}]it was working 2 days ago
Some task fields are being not captured into email template
Hello ZCRM Team, I have created a template in Tasks Module which will be used in email alert which is triggered as time-based action in workflow rule. But when we receive email alerts, the Tasks field values which are inserted into the template are missing in the email. I have tested all fields of Tasks module inserting them into my template and following fields are not captured into the email template, please fix them as soon as possible. (Please have a look at my screenshot) Due date Status Priority
Unable to edit Site
When accessing the edit section of my site www.majjakcandles.com the pages are not coming up for me to be able to edit. I also lodged an urgent ticket as I need to website updates but can't at the moment! Can you pls investigate urgently - debug is on.
Campaigns
I have created a sign up form for my campaign. I added the First Name and Last Name field via the edit form fields option for my mailing list. I even made these field mandatory. When i go to the sign up form, the form correctly recognises that these fields are mandatory but the field values never get saved into the mailing list. Only the email gets saved. Anyone know what the problem is?
DOUBLE LINE IN PDF EXPORT OF INVOICES
Good Morning If send a 2 pages pdf invoice to my Customer the last line of the 1st is copied a second time at the beginningn of the second page could you please solve this bug ? Thanks in advance
DOUBLE LINE ON PDF INVOICES
Good Morning when we send pdf invoice to Customer, if the invoice has 2 pages, the last line of the 1st page is copied on the 2nd page could you please solve this bug ? Thanks in advance
PLEASE I NEED UNBLOCKED MY ACCOUNT!
Hi, my email was blocked, and I really need it. Can you unblocked?? I need more capacity because I send a lot news letter, with picutures and photos!! Please unblocked it!!!
Federated Login Improvements
This is related to my application context post. The changes Google made recently make having both a Google and Google Apps login irrelevant. I tested out signing in via my Google Apps account using the Google login and it works just fine. Support can remove the Google Apps login option. Using the Facebook option, the logo looks rather unprofessional. Please fix that. After federated login for new users, Zoho asks for a user name. Note that the instructions mention the zoho email address which should
Impossible to add existing user?
I started to set up mail under my own domain. I added some users and then ran in to problems so I deleted the entire organisation and started again. The problem is when I try to create the same user now I can't as "they already exist". I therefore invite the user again: http://note.io/1ctZca1 When I do this nothing happens. No emails are sent etc. If I try and login as the user and delete their account I can't because I get an error saying they are admins of the organisation I created and I should
Resume Parsing
The resumes I'm sending through rchilli are not being parsed into Zoho. Could you help me figure this out?
Optin doesnt work on firefox?
For an unknown reason our optin for zoho campaigns does not work in firefox web browsers. It has been tested to work in Chrome and Internet Explorer and on a few mobile web browsers with no issues. When a user submits an optin while using Firefox they end up with the following message: Problem in optin! An unknown error occurred. Please try after some time. What is going on and why is this happening? Optin code can be found at the top of the webpage. Thanks for the help and your fast response is
Unable to use Zoho CRM Blackberry client
One of our users is able to install the Zoho CRM Blackberry client on his Blackberry Curve. However he get no data in any of the tabs. Just an error message saying that the device is unable to retrieve data. He does have a valid license.
Refresh page
Quite ofter I need to refresh a page. This is because we use the API a lot, and if we make changes through the API, the data on the page has changed. So if I want to refresh the page of, let's say, an account, i would press F5, or my browser's refresh button. Unfortunately, this does not work (at least in Chrome) because of Ajax. Also, there is no refresh button on the page to reload the data. So now I have to press Zoho's back-button to go back to my search results and then click the specific account
URGENT! Script no longer working
Hello, I have the below script on my application 'KiwiOz Childcare.' For some reason it has stopped working and consultants are not receiving their emails: /*if (input.Item == "7. Interview (KPI)") { sendmail ( To : zoho.loginuserid From : zoho.loginuserid Subject : "Interview booked" Message : input.Item + "<br>\n" + input.Client + "<br>\n" + input.Candidate_Name + "<br>\n" + input.To_complete_by + "<br>\n" + input.Comments + "<br>"
The document editor of Zoho CRM needs drastic improvement
I have been a regular user of Zoho CRM, and there is one major issue that I am observing that I feel you need to fix on an urgent basis. The document editor used in Zoho CRM that can help compose templated emails needs a lot of improvement. The following are some of the issues noticed repeatedly: - Inconsistency in fonts, size of text - Inconsistency in paragraph spacing (single spacing, double spacing, etc) - Attaching images or rich text onto the body of the email. I would really request you
On Add / On Success Error
I've got an issue with On Add / On Success script in "NECATNetworkDatabase" - "Show_Times" Form I can't access it. Any help is appreciated.
rchilli - resume parsing
I have not been able to parse resumes through rchilli for a few days now and submitted a request for feedback last week, but haven't received a response. I just went to rchilli and found that my account expired? Why? Isn't that part of Zoho Recruit that I'm already paying for? Please let me know how to correct this error.
I cannot add more than three users
Hi, I have just upgraded my organization space with a premium version; I have already paid for annual account. Now my space is upgraded to 10 Gb. I have 3 users, previously invited during the trial version; now, despite upgrading, I cannot invite other users! Moreover, I would like to know the maximum number of users I could invite to my premium docs area. Please, help me as soon as possible. Thank you in advance
system crashes
system crashes/freezes when connecting to recruit.zoho.com IE 9
one of the user email account got blocked. Please unblock
Hi Support, This user email account got blocked/Disabled "feedback@samplepartnernetwork.com". Please unblock it. Thanks Samplepartnernetwork
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