Email conversation with many leads showing in one particular lead
Dear Concerned We're facing a peculiar problem. Email conversations with many leads is showing in the email trail of one particular lead. we're worried whether all our emails are going a copy to this person or it is a zoho bug. when we open that email it nowhere shows the email address of that particular lead in which all other emails are showing. Please treat it most urgent. Thanks Kapil
multilevel sharing sheet feature in V3 no longer available causes big issue
in the new version, we cannot set up the sharing based on each private sheet. nota : it would have been nice to announce it before doing it, to work out how to update the case We had many "private" sheet using datalink from other sheet from the same document. We had to take them out as they are private and put them in a new sheet document But now, still, we need the datas from the shared sheet as input in the private sheet document. how can I link them together ? how do you save the bad situation
Iterate Values in Subform
In regard to post https://help.zoho.com/portal/en/community/topic/displaying-subform-records-in-html-view marked as Answered, I attempted to understand how to reiterate thru vales in a subform to display on an HTML view. The sample application has a number of strange issues that are easily diagnosed by attempting to edit the HTML view. Please explain how to do this rec = Main_form [ID == input.id.toLong()]; for each i in rec.SubForm_1 { //some code } Cheers, John Whitney ZOHO Creator Developer
ZOHO CRM iOS App: Accounts on Server vs. Device
When I open Zoho CRM, not all of my Accounts are listed. However, if I scroll to the top of the Accounts, enter an Account in the search box, then select the Server option I am able to find said Account. Is there a way to have all Accounts loaded in the Zoho app by default? The workaround is very cumbersome for a sales force with many Accounts to manage.
Can not change first and last name in my account?
The system returns a message that it can not complete the operation what can i do?
associate default from addresses for accounts
I am using zoho webmail to send and receive emails from my pop3 accounts. I have the associate default from addresses for the pop3 accounts set to the same address as the account. For example if the account I am accessing via pop3 is aa@domain.com, I set the associate default from address to aa@domain.com This seems to work OK most of the time but sometimes the people receiving my email will see in the reply to field of my email: aa@zoho.com. This leads to people either replying to my zoho account
Incorrect Verbiage in Zoho Portal
Dear Zoho Team, I have an observation regarding an incorrect verbiage in Zoho Portal Team (https://support.zoho.com/portal/zohocorp/ShowDetails.do?module=Home&quickcreate=true&showpage=listView) It shows me a form for 'Submit a Request' but when I click 'My Requests' it shows an error message: "You cannot track your requests since you're not a registered user of this zohocorp portal." I think it was intending to say "There are no requests submitted by you". Can you correct the discrepancy please?
Problem in migration tool from ms acess to zoho
when i am trying to upload to zoho server by migration tool , i am getting this error : "Problem encountered while creating the application , lexical error at line 465 column 35 , Encountered :&it ;EOF> aftre:" reffering" ;"
Group Tab on Calendar Page Will Not Show Members
I can no longer see the members of my group on the calendar screen. The Group symbol is in the lower left part of the tray, I can click on it and bring up the Actions window, pick Show Members, but nothing shows. I have to go to the Settings / Group tabs to show the members. This feature worked when I set the calendar up a few weeks ago, but stopped working about a week ago. Thanks
How to update fields in embed website
Hello, I am looking to update the fields on my embedded form. I have found a help page which suggests there should be a option of 'Embed in Website' beneath 'Import from document' on the right hand panel of the candidates section. However in it's place is 'Pay-per-pick'. Has the embed in website option been moved elsewhere?
Cannot Create Reports
As per other users, I am using a free account as a proof of concept for my organisation, but when I try to create a report I get the message that my account type is limited to 2 reports and I have 0. The fix has been to update the reports count for other users. Please fix my account as well. Thanks in advance
Formula Fields Not Updating
I use a lot of formula fields for simple things like displaying full names of a contact or creating a URL link to a details HTML page. Quite often the formula result does not update or gets somehow corrupted... This has been happening for a long time but I'm only now getting around to reporting the issue... Simple example. 'Admin' Application, 'Contact' Form, 'NameEmail' field has formula = First_Name + " " + Last_Name + " - " + Email Right now, the majority of my contacts are displaying first and
AutoResponder does not work
The AutoResponder does not work and I think it is buggy. I set up an AutoResponder for T, T+1 and T+2 day. I got the message for T but I have not got the message for T+1. I picked up Zoho Campaigns for this feature. Please check and let me know how I can get AutoResponder working. This is surely not working now. Vishal
New writer
The new Writer has changed the line spacing on all my old documents. What now?
Zohowriter remote (export to pdf not working anymore)
Hi The export to pdf is not working anymore in zohowriter (remote) Thanks to fix this Nicolas
Bulk upload
Hi, Bulk upload used to work fine, but now I cannot use it anymore. All I see is a white screen under "select a file to download". I have upgraded flashplayer but that didn't help. I use IE9 but also for Chrome it doesn't work. This really affects my business, so a fast solution is appreciated. It looks like the same issue as posted on 3 februari 2011 but the detail of the solution is not included in the post, so that's not very helpfull. Thanks in advance for your help. Regards, Marc
Problem with uploading files
Always the same message: Empty values obtained for below mandatory fields. CV This is in the Careers website page after clicking the apply button and uploading the file in the candidates form.
Unable to open any documents. Writer website very slow, even to login.
It takes a long time to get to the writer front page to login. It takes a long time to login and the blank document created once you login is frozen with "Loading" in the center. It never loads. This has been going for 4 hours. There is another user with the same issue. Why are we unable to use writer 3.0? I'm also unable to go back to the old writer so I'm stuck.
problem with condition evaluation
After the last update, some of my html views generated errors. The problem is that it is a very used piece of code which was correct until last update. An example: if(recid != null && Contacts[ID == recid.tolong()].count() > 0) { // some piece of code } Iff recid is null, the code Contacts[ID == recid.tolong()].count() was no more executed . This was the behavior before the last update and it was convenient. The condition checks if the record is null and ONLY if it is not null it checks if there
Vanishing Reports
Recently, after I create reports and save, they do not appear in my list. My permalinks to them still work, but I cannot find them to make edits. I tried deleting some old reports and tables in case it was a space issue, but I still can't find these missing reports or get any new reports to appear in the account after saving. Any ideas?
Mail bottom preview pane broken with Firefox Add-On Bar
In Firefox 14.0.1 the bottom message preview pane never shows up if Firefox's Add-On Bar is enabled. If you close the Add-On Bar you can then see the preview pane and have to drag it up so the message preview can be seen.
Website Integration Improvements
What is the status of website integration improvements? Last I heard, the updates were supposed to be released in March and it's now near the end of April.
Zoho support sent thousands of emails to our client base
I have had a very nasty experience with Zoho. And I just bought it today! I setup the account to read in our support emails. For each email that it read in it sent email that it read in, it sent an email to the originator. Now this same functionality was not working when we evaluated this system. I was using a free system (osticket) before trying this out and it was able to identify which issues are new, yet this paid system doesn't seem to understand it. I will not use this system unless someone
Android calendar crash when edit event from Zoho calendar
Hi, I am using Android 2.3 to sync with Zoho calendar. I am trying to move away from google calendar and I found zoho is a good alternatives. However, I am having issues with syncing to Zoho Calendar from my android. I can get the calendar displayed, but when I edit events, the android calendar always crash. Can someone help to advise? Thanks.
Agenda Report does not pick up all Events in the Period
When you select the Agenda Tab, some events are missing. For example, the date range at the top shows September 1, 2012 through December 31, 2012, but the Agenda does not show any of the December Events. Also, there needs to be an option to set your own date range for this feature to be useful....Thanks....
user problems
I am having trouble setting up new users. I've set up a profile for account reps. As far as I can tell I have checked all the modules that I want him to be able to edit. Regardless of that, He does not have privlages to convert a quote to a sales order...why could this be? Also, he can only see 1 of 5 public email templates. I was able to set up his signature for zoho mail, but when I try to add the signature to use for templates, It says it is saved, but then does not appear on the email templates.
How do I sign up ZOHO Campaigns?
Our small business currently zoho crm and we are trying to add/purchase zoho campaigns but we are having some difficulties adding it. Our company name is RedRock Leadership. Can you help?
Matching Transactions to Bank Statements
Often the Bank Statements I import isn't finding (to Match) the Expenses I've created. When I go to the expense, it is there, but the Matching functionality in Books won't find them either automatically or when I search for them using the matching Search
Query regarding blocked email
Hi, I've to execute email campaigns daily and my email gets blocked for 11 bounced emails. Can you add my email id to your exception list or can you increase the limit or make it unlimited please let me know. Look forward to your solution ASAP. Thanks, Sophia sophia@tenxlabs.com
Campaign Lookup Field doesn't work in the convert to Lead screen
Problem: When converting a lead to a Contact/Account/Potential - The Campaign Source Lookup Field doesn't work...it is blank. Steps taken: 1) Create a lead and save. 2) Click Convert Lead 3) The next screen - allowing for Account/Opportunity choices etc...The last field "Campaign Source" is blank 4) The lookup on campaign source comes up blank - even though I have active campaigns created in the campaign tab. See my attachments pic's.
Zoho Remote Writer seems broken today. please help
Hello, Collaborations are not working correctly as in nothing is syncing between users. Names are not showing up correctly on a collaborated user. I am getting these messages in the browsers console. Refused to set unsafe header "Content-length" Refused to set unsafe header "Connection" Refused to set unsafe header "Content-length" Refused to set unsafe header "Connection" Failed to load resource: the server responded with a status of 500 (Internal Server Error) https://contacts.zoho.com/file?ID=$3409212840692606362
Zoho Challenge - user answers are being cut off and not captured
10 people have taken our test, and several of them have reported that the test did not capture their entire answer for "open answer" questions. In looking at the answer papers, almost every test shows signs of the user's answers being cut-off/not captured. Please advise. UPDATE - Please respond. This is a serious issue in the functionality of your product.
Double Vision when editing a Script at Creator with Copy and Paste
Please look ar this video : https://berryforms.box.com/s/73fcc58a28b2b13fa485 Ariel Segall Cloud Mobile Forms Zoho Partner arielsegall@CloudMobileForms.com (877) 436-8133
Zoho Docs issue - Docs that were checked out, missing from folder
We are having a major difficulty checking out docs. The Situation: We checked out several files from a Workspace folder The problem:We are unable to see these files in the folder anymore. Is there any other place checked out files are supposed to be accessed through? Note that when we search individually for these files, they do appear in the search results window. But even there, its hard to tell what folder they are residing in. Please take a look into this and help..
look up not working
hi i have tried and created two forms namely order form payment option my problem is when i use the option of look up in the 1st form for a field in payment options .. the field in the payment option form is not working
Virus in Zoho Writer?
My avast anti-virus software has told me that there is a virus (trojan horse) in zoho writer. It is not unique to one document, if I try to create a new document it will say the same thing. I also cannot access any documents I created with Writer. Any help is appreciated.
View Link to related table wont stay disabled
If a Link to a related table is enabled for a view in the Column Properties section and then disabled it does not stay disabled. When I go back to the column properties the link will be enabled. It can easily be disabled again. The problem is that I may be in the section to make some other change and not notice that it is enable. I have tested this with two different applcations. One using teh old UI and one using the new UI. ------ If I have the link enabled for a field set as a Group clicking on
Quota for mail attachments ?
Hi, Why do I keep getting the same problem using my Zoho mail connected to my ZOHO CRM:"You have exceeded your file storage limit by storing your attachments. Upgrade your file storage or you can send mail without the attachments" Where can I see that quota ? Why do my colleges on the system do not get the same indication? Regards, Kobi
Repeating events showing for years
Hi, I have a particular event (Summer S2URF) that I want to show repeating weekly for 6 weeks. When I try to do this, the event shows (in the red header writing) as correct, but shows on my calendars as repeating weekly for a number of years. I have tried deleted and starting again six times now but each time the same. A few weeks ago all delivered events for one client appeared on my calendar for random days in the future- I fixed this by deleting the events from my Zoho (so now I don't have any
Autoresponder with multiple Lead Owners
I have a pretty healthy inflow of leads from the web that are stored under a generic Lead Owner in Leads. Throughout the day I have a person that based on a lot of "rules and knowledge" assigns them by changing the Lead Owner to 6 different sales guys
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