Task finding became hectic
Gantt view enables to see full month calendar of tasks. In previous version of Zoho, when a user clicks on task in Gantt view, browser automatically gets redirected to classic view as well as it automatically scrolls down exactly where the task is located in the list and highlights the task. The feature is not available in new Zoho. Now, Zoho only redirects to classic view but each time a user needs to find the desired task location by scrolling in hierarchical list. There is only one way to identify
Purcahse Orders Setup/Template
Purchase Orders The setup is wrong as it shows "BILLING INFO" and "SHIPPING INFO". If you're creating a PO, then the BILL TO in the template should be titled as VENDOR. Then it pull all the address information under the 'chosen' vendor. SHIPPING INFO should be replaced withe the Organization Info - as the recipient of the order. Again, it pulls the address information under the Organization profile. Another suggestion will be to add the BILLING and SHIPPING INFO in the Organization profile.
Can't log in to main mail account
I can't get logged into my main mail account (will private message support staff with account login) as it says that it has either an invalid username or password. I use a password manager that handles my passwords and have not touched my account settings. I've only had Zoho for a a few days now and it's been nothing but problems and when it comes to the support end of things, it's been taking, on average, 24 hours to get a single response. I've called, emailed and now I'm posting here because this
Contacts handling is very limited, especially with regard to categories
I'm considering migrating users from Outlook to Zoho. However the category handling in Zoho Contacts is very poor, resulting in severely reduced functionality if I go ahead with the migration: 1) The biggest problem I see is that category information is not part of the contact data - it is specified separately. This means: You can't import contacts that contain category information and have them individually assigned automatically to the correct categories. Zoho only allows import to fixed categories.
Contacts
Contacts do not automatically appear at TO and CC in the compose window. I can see the contacts when I go to Contact icon but for some reason they are not being saved so that I can insert them in compose window.
Serious Authentication Issues
Twice in one week, I have run into an issue in which my Zoho password does not work when logging into Zoho. Fortunately I have my Credentials cached in Opera. I simply have no explanation for what is occurring. Can someone explain why my password works and then out of no where stops working? Are Zoho credentials being compromised somehow?
need to send all open and overdue invoices all at once to client with one click
As it is, click click click. Can't even get a decent spreadsheet for that ONE client with invoice numbers, amounts, dates etc. The export tool just dumps all invoices and then the user (me) has to dig through it for the information I need. Come on... dunning reports and reminders are an INTEGRAL part of accounting. Zoho Books cannot call itself the BEST software with lack of basic dunning tools. Again, we need, with one click, to send all open and overdue invoices at once via email to multiple email
Problems when Installing ZOHO OUTLOOK Plug-in
Hello I am testing CRM Free and in order to check Outlook plug-in, I have followed the steps related in your Setup area-Plug-in for outlook After finishing the steps (download plug-in, install it and activate accounts for plug-in), I don't have any menu/bar in Outlook about ZOHO CRM I have re-installed plug-in and re-start my computer several times Besides, I have also checked Windows updates and it is OK. From outlook, I have tried to add manually the plug-in (Advance options->Add COM) but SW
Error making email templates
Error, when you go over 32,000 characters in a template, you can never recover from it no matter how much you delete. Forget Outlook integration that does not work, how about just working with Word. Simple things like cut and paste, resizing photos and being able to copy a template. Forget trying to mess with new things like Twitter and Facebook and focus on making the core product work. This still is like a DOS program after all of these years. How about a preview of a letter that is not in
Problem at insert or update a specific Date
Dear Support, If I try insert or update a date field the end show me the message error related toFormat of the field. I set the format to the column to "dd/MM/yyyy" after enter the date with this format at the moment of save the end send a message error the value of the given date '31/12/2012 'is not compatible with the specified date format' dd MMM yyyy HH:mm:ss' Could you help me please? Thanks. Paulo Miguel.
Duplicate records captured in form
Background: I've got a form in my Zoho Sites page. On successful submission of the form, the user is redirected to another page. Problem: I've seen multiple instances where a single entry by the user creates multiple duplicate records. This is embarrassing since I've got an automatic email going to all my users for every record. Because of this problem, I'm going to look sloppy to my users for sending multiple mails although the user completed the form only once. And this cannot be attributed to
Image with URL link in pdf quotes
Hi. Is there a way to make an image link in a template that keeps the URL active when it converts to PDF for emailing? I have a template that i'm happy with and want to use a catchy image to prompt a simple initiation to book based on the quotes provided. Unfortunately as soon as i email or convert the quotes to a PDF the image loses the link. How can i prevent this from happening? Danny.
You have been marked inactive by the administrator of this application
Hi, We just want to ask for help on how can we resolve this? We cannot see the details of zoho ticketing due to this issue. Please advise.
Unable to forward from zoho
I access Zoho with POP. I am unable to forward email from my Zoho address. Does not matter if the mail was originally addressed to my Zoho address or another. The forwarded mail (attempted) does have my Zoho address in the from field, and that address is present in the Send Mail as field in Setup. I get a 553 Relaying Disallowed message. So what do I need to do to be able to forward mail from my Zoho address?
user shared apps list not updating
I have had a couple of users report to me that their shared apps view does not contain an application that I have shared with them. I have tested this and can confirm that on one test account (where I have 3 shared apps), one of the apps no longer exists but there is still a link and the newly shared app does not appear. I deleted the share on the last viewable shared app and the new app and reinstated them and they both now appear. There is however no apparent way of deleting the shared app view
Error: Variable 'thisapp' is not declared
Hi, I'm getting a weird error message when trying to use a custom function in the OnLoad script of a stateless form: "Variable 'thisapp' is not declared". The form is https://creator.zoho.com/ahatton/form/278/3/scriptbuilder/# and I have allowed edit access to support. The code I'm using is (and I generated this using the script build to make sure): prefix_str=thisapp.child_registration.getPrefix(input.child_number); and the function declaration is: string child_registration.getPrefix(int child_num)
"Unable to replace placeholders for the profile"
Hi, Had this come through this morning for all of our recurring invoices:- "The invoice for XXXX has been created and it's saved as a draft in your Zoho Invoice account. However, some of the placeholders used on your invoice template were not replaced with the appropriate information. Please check this before you send the invoice to your customer. The placeholders which were not replaced are listed below: %CustomerBState% Here’s an overview of the invoice for your reference: Can someone please explain
Can't add portal user!
When I try to add a portal user, and after I fill the "Customer Name" field and move to "Email" field, the custoemr name get cleared, and I can't create the portal user! I tried this on IE and Chrome.
Мануал на русском тут есть ?
Мануал на русском тут есть ?
Changing form field size
Any changes I make to the form field width doesn't reflect in my Zoho Site. How do i fix this?
All data is gone
Hi, I changed a field in a form and all data seems to have been deleted from the Creator app. What is the problem and how do I get the data back?
Typo in zCreator email notification
Dear zCreator Team, The word within is incorrectly hyphenated in your notification emails. Please see attached email below. Thanks and Regards, ---- Deepak Vasudevan http://www.linkedin.com/in/lavanyadeepak
Trying to hide a field
I am trying to hide two checklist fields on Load in a stateless form. The code I'm using is : AvailDate = Availability [((Date_field > zoho.currentdate && Number_Available > 0) && Appt_Date_Scroll != "")] sort by Combined_Date_Time ; appt_test:ui.add(AvailDate.Appt_Date_Scroll.getall()); hide Select_Room_s; hide Select_Product_s; When the appt_test field gets the data from the other form, the two checkbox fields appear. Any Idea's? Thanks!
Can not access forum post in the new 4.0 version
Hi, We are having having problem accessing one of our Forum posts on the new 4.0 Zoho Projects. When I click on the "Forums" > "[Post Title]" nothing happens. Other posts are working fine and this issue happens only with this one. In the attachment you may find what we see in the Firebug one minute after clicking on the forum post. This is a critical issue for us since we are using Forums for discussions with our clients. Could you please take a look. Thanks, Milan
Attachment viewing in Windows 7.5 phone
Hi, This is just to inform you that attachments (Word, Excel, PowerPoint, PDF) sent via Zoho Mail do not appear and cannot be downloaded when sent to a Windows phone when I send as Rich Text with my signature. If I send as plain text the Windows Phone can see the attachments. The same email and attachments can be viewed and downloaded from desktops, Mac and iPhone. Thanks!
Email
I was half way through a very long email when I tried to send another quick email to a different contact in Zoho. The window containing the long email I was writing subsequently closed itself and I can't find it anywhere - is there a way to retrieve it?
problem loading portal homepage in IE9
Hi, I cant load my homepage in IE9. I have changed compatibility settings to no avail. Thanks.
Can't send email from system today
The system is not allowing me to send an e-mail to my contacts or leads today. Could you help me ASAP?
Change user role - doesn't seem to work?
Hi Zoho people I made a mistake in the creation of my new Lite organization structure. I made an info@-account the admin, but I need the info@ in a groupmail shared by the other accounts and not as the admin, so I'm gonna make another (personal) user the super admin. I go to Controlpanel as the admin user info@, go to User Details (the user list), check the other user, click Role, Admin - and nothing happens. If I didn't check the user, it says "Please select one or more users (...)", but it doesn't
Typo in the press release notification
Dear zCreator Team, There seems to be a tiny typo in the zCreator press release notification. The word 'co-operation' has been inadvertently mis-spelt. I have enclosed the PR notification along with this note for your kind reference. ---- Deepak Vasudevan http://www.linkedin.com/in/lavanyadeepak
Gantt Printing timescale
I tried printing the Gantt chart over a multi-month window, however, it automatically goes to "fit-to-width" view when printed, which loses dates and therefore, its purpose. I would prefer that the chart print in multiple pages, not condensed into one. Also, when converting to pdf, the chart is in portait mode.
Not all Contacts are being exported.
We regularly export all our emails for a newsletter that we send out. Obviously, we are particularly interested in emails form new inbound potential clients. In perparing next month's newsletter, we have noticed that any contact's emails, where we have sent that particulat client a quote, is not being exported. Can I have some guidance as what may be causing this problem?
Your Outgoing has been blocked and you will be unable to send emails.
Help! Why has my mail been blocked? What did I do? Please help me unblock it, fast! Thanks, David
Reseting an administrator account to reconnect with googleapps
I had zoho crm connecting fine with my googleapps account. We then had advice to add zoho from google marketplace to enable gmail connectivity. The Add from google marketplace seems to have disconnected the link with zoho. When i go in zoho crm to setup, google apps the screen just is blank saying "loading" and it does not resolve. If i add a new user then goto setup, google apps then it says it needs google to grant access. How do i reset the adminstrator account to recognise and ask to grant access
SMTP server outage?
As of today 23/11/2011 16:01 I cannot send any outgoing mail error: The connection to the server has failed. Subject 'loopback' Server: 'smtp.zoho.com' Windows Live Mail Error ID: 0x800CCC0E Protocol: SMTP Port: 25 Secure(SSL): Yes Socket Error: 10060 Smtp server is configured as smtp.zoho.com using ssl port 25. Pop server is working I'm receiving mail. Yesterday I was sending mails. Please help Thank you Fabio
Sign up form on website not working on Chrome
I have created a sign up from on Zoho Campaigns for my website. It seems to be working in IE but On Chrome it gives me an error message saying : Unable to process your request. Fields should not contain invalid characters An error occurred during the current request. Return to Home page Being that it is an email I am asking for it should allow special characters! It is working in IE ... please help!
Unable to select other departments in Livedesk Webembed
I'm trying out Livedesk. I can create multiple departments, however, I can't create web embed codes for them because it won't allow me to select other departments. The options are my default, system generated department and 'Allow user to select department'. Thoughts?
Candidate Report
When I use the Export All Candidates feature (to xls), the report only shows 5,001 records, even if we have >8,000 candidates already. How will I be able to export all the 8,000+ candidate data? I've tried using the Candidates Table in Reports, and all candidates are shown; however, I want to be able to include more data, such as custom fields added we've added. Please advise on the best way to download a complete candidate report. Thanks!
Activities --> Taks --> Custimized Business Card
Hi, have u ever tried to click on EDIT when u want to change the date using the field in the business card at the top? It's tricky to get the EDIT Button?! I use Firefox. Kinde regards, Philippe
Zoho Writer images not appearing in emails
If I cut and paste a paragraph from a Writer doc that has an inline image in it that I got from my computer and insert it into an email, the recipient of the email does not get the image, only a red square with a question mark in it. The image does appear in the sent email. This has always worked before the past few days and just started happening. Why is this?
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