DKIM for split delivery
Hello, I configured split delivery, being Google the main server, where the MX records point to. I configured 2 different DKIM records in my DNS provider, 1 for Google and 1 for Zoho. I verified in https://mxtoolbox.com that both records are valid. Mails
Zoho People Post API using Postman Error 400 Bad Request
I'm trying to update 5000 project names via API in Zoho People using Postman. When I try using JSON I get at HTTP Status 400 - Bad Request error. I suspect I'm not correctly authenticating. Post: https://people.zoho.com/people/api/forms/json/P_TimesheetJobsList/updateRecord?recordId=XXXXXXXXXXXXXXXXX&inputData={"Project_Name":"Website
Tip #31: Reorder items on a Blueprint Transition popup window.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip around Blueprint today. As you may already know, a Blueprint helps you build and streamline a business process in Zoho CRM. Take a look at this Help document to learn the scope of a Blueprint and how to create one. Let's dive right into the tip now. When you configure the During Transition settings, you can mandate and validate fields. You can also enter instructions
Add more filters for Segments
We really need to add more of 6 criteria options when filtering to create segments on zoho campaigns
spammed even though I don't have a web form
We get spam from Russia every hour it seems. So we removed the Zoho form and we're using a Wordpress form instead with no connection to Zoho at all. So why are we getting spammed? How is it that Zoho has a contact form running that we can't even see?
Show all notes under Calls Module
Hi PLease see attached snapshot. We are trying to use the calls module in zohi wth integration with Linkus for calling. There are some shortcomeings though which are preventing us committing migrating 20 reps over to the system. As you can see in the
What's the difference between Rebranded Custom/Mobile Solution and Custom Solution?
What's the difference between the two below? I'm being told by Zoho Support staff that they're the exact same thing. I'm struggling to see the connection. These seem to be two different types of solutions... 1. https://www.zoho.com/creator/newhelp/app-settings/understand-download-mobile-app.html
Windows App For Zoho meeting
Hi, I am able to connect OK to Zoho Meeting, and the sound and device settings show it it recieving and sending data, yet users cant hear me when using this headset https://www.logitech.com/en-gb/products/headsets/zone-wired-noise-canceling.html it works
File sent via e-mail log
Hello, I've activated the "Allow file uploads via email" feature in order to be able to automatically upload CVs submitted from our site. Sometimes the CVs are not submitted to the folder, so my question is: is there a log (or another way) to debug the
Usage limit reached?? At 0?
I cannot enter any records because when I select "Submit" I get this message: "Usage limit reached. Your limit is 0. Your current count is 0. Please purchase Add ons or delete some records." I have a free account and haven't entered any of my 1000 records. Any assistance with this would be greatly appreciated... Thank you so much.
Meet Now! option in CRM
Hi, when I select meet now! within a contact record it flags permission denied, Im the admin?! What is happening please? Thanks Ant
Remove logo
Hello I'm now evaluating Zoho Calendar and mail. I realized that Zoho's logo is added to all invitations. Is there a way to hide or remove it ? Thanks
Zoho Mail - no bullet points / Numbering in firefox
Dear support, This regards Zoho mail composing: I have noticed that the bullet points and numbering are not added when pressing the button on Firefox (I am using version 69.0.3 (64 bits). These work normally on Chrome. Hence I ended switching from Firefox to Chrome when composing emails. It would be nice to fix this bug on firefox (or remove the buttons and user agent is Mozilla/Firefox). Thanks for your help, Miguel
Kaizen #69 - Scoring Rules[Part 2]
Hello everyone! Welcome back to this week's Kaizen post! In continuation to our previous post, this week we will discuss activating/deactivating a scoring rule, cloning, and getting the score of a record from a module. Activating/deactivating a scoring
How to remove my 'Custom Domain' bought via Zoho in 'Zoho Sites;
Dear experts, I have a Zoho site and I bought a custom domain name from Zoho. Lets call it 'Domain1'. Later, for business reasons, I bought another domain name, from another provider, and added to 'Zoho Sites'. Lets call it 'Domain 2'. Right now, both
Has Zoho Support Crumbled Again? Seems so...
Zoho support was really bad for a few years but seemed to get better until recently. I find myself waiting 5+ days for simple responses. Anyone else experiencing this?
Add additional discount field on payment received module
Hi, We regularly receive cash payments from customers. Many times the customer does not have an exact change & they round it off to the nearest value & rest is considered as a discount. We particularly face an issue recording that discount, as there is
Automated field updates based on rules
My company sells subscription based software products, we have some clients who purchase as needed, and some who purchase a year at a time. Because of this it is important to know which clients have an active subscription and who has expired. I have set
Cannot create inbox from gmail email account
Hi, We are not being able to create an inbox from our gmail account. Below are the details from the chat that originated this request. Bruno Hi I would like to know how to properly setup a gmail inbox as a team inbox in zoho teaminbox. I've tried with
Introducing Zia's "best time to contact" analytics
Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
German monthly Accounting / monatlicher Export von Eingangs und Ausgangsrechnungen über Zoho Books / Deutschland
PLEASE COMMENT WHEN YOU HAVE THE SAME PROBLEM Dear Users, Dear Team, for german Accounting we need to export every month ALL incomming Invocies and ALL outgoing invoices as PDF File! All Documents are in ZOHO Books, but there is no option to export the
Zoho Flow: How to update card on file via automatic email template?
Hello. We're using Zoho Subscriptions to run payments for our customers that are using one of our Zoho Creator Applications (via the Customer Portal addon). I have the zoho creator application setup so that the customer never really interacts with zoho
Connect API payload format
Hey, I'm trying to integrate the invite users to network function in zoho connect api based on this page: https://www.zoho.com/connect/api/invite-users-to-network.html There's no example request format on that page so I've just been guessing but clearly
Argument Mapping - Deluge ZOHO CRM
I am trying to schedule a script so that cert statuses for vendors update (Expired or Approved) based on cert expiration dates recorded within the vendors module. Below is the code I have // Supplier Profile Update //------------------------------- //Format
can a custom lookup field display a list of users?
I am interested in creating a new custom field, a lookup field that presents a list of Zoho CRM users to choose from. That is, the field would give the option of selecting a user name, just like Change Owner screen for the existing fields Pursuits Owner,
Unpaid Invoices PDF template
Hello, Does anyone know where/how I can change the template which is used for the 'unpaid invoices' PDF? There is a tickbox to attach it along with the customer's statement but I cannot find it in the Email Templates settings. We have two branches of
How to upload a file from one upload field to another
Hello!!! I would like to get/download a file (of a record) from an upload field of Form A and upload it to an upload field of Form B. How can I do it with deluge?
Update Contact info from Lead Field Update
Hi! I'd like to know how can I update a specific field in the Contact's module when another specific field is updated in the Leads module (so they have the same value in both modules). Thanks
Incorrect number of incoming mail
My inbox claims I have 10 unread emails when in fact I have 3. Reading those 3 emails does not bring the unread count to 0, but 7. To clear unread status I have to switch accounts or log out. This is a new error, only in the last day or so. I have been using Zoho Mail for several years now and have made no changes to my account settings.
No image on signature
Hi the image on my signature does not show when sending emails from my phone but works fine when sending from my desktop
Function or Automation to trigger workflow rules
Hello. I use zoho forms to create records in the CRM. However some of these records do not trigger the workflow rules because are created from related list. I need to have a schedule or function that triggers the workflow rules when a new lead is created. Thank you
rapprochement bancaire
Bonjour, j'avais une créance de 11,276.90 a recevoir du gouvernement mais celui-ci m'a remboursé que 9,986.25 $ avec la différence de 1,114.77$ payé en trop pour un autre compte alors comment faire apparié ma créance de TVQ a 11,276.90 $. quel compte
Zoho Campaigns to CRM
When using zoho campaigns we want to have new and existing customers be put into a lead status in CRM when they open / click a campaign from zoho campaigns. 1) We are able to send new and existing customers to the CRM and we see them show up on our “home
Multi Currency Basic functionality missing - I Want to know the amounts i have in each currency (Not converted to the base currency)
By The Grace of G-D. Hi, How are you? We are seeing an increase in demand for having a way to get the RAW amount of a record in the currency that it was created with. It should be available both in the API (something like "amount in record currency")
Zoho CRM function How to get the value of a checkbox
Hi all, I have a checkbox that is checked when a record has been processed. In another function, I want to get the value of the checkbox e.g. checked or unchecked. First I get the field from the record e.g. addedToBS = subscription.get("Added_to_BS");
CRM Email drag and drop attachments
Please consider adding drag and drop files to add to CRM email.
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Is there a way to view the emails you have scheduled to be sent?
Thanks!
Refine lookup records easily with advanced filter options in CRM
Hello, as many others have stated sorting the related list is not ideal. I would like to have a SET condition on the lookup field. I created a lookup field in the Deals module named "Contractors". I would like the lookup field to filter through the contacts
Zoho Forms not syncing with Zoho CRM
I am having trouble using Zoho Forms with Zoho CRM workflow. I have created a form that is integrated into my CRM contacts. Once the form is submitted a new contact is created. Great! I wish to send this new contact an email which i wish to trigger as
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