Prevent my mail server from being greylisted
I have a postfix mail server with many clients (devices) sending mail through it. I have each of these devices set up to send email alerts to my email address hosted on Zoho. However my mail queue is filled with mails that aren't being delivered because
Auto-fill fields based on related list entry
Hi there, I was wondering if it is possible to auto-fill a field based on what is assigned to it using the related lists. For example; I had a deal that did not have a dollar amount to it and therefore the amount field was empty. I used the sales order
Can't unblock my emails for 3-4 days already :(
Hey hey, writing to support@zohomail.com regarding this issue each day starting Nov, 20, but no luck. I'm trying to unblock 2 emails (jane(at)leadgicagency.com plus jane.emberg(a)leadgicagency.com Plus, I bought more licenses to make new emails, paid
Cannot connect Zoho CRM nor Zoho Desk on Zapier
Hello, we are facing issues connecting our Zoho account to Zapier, Everything was working fine and suddenly they disconnected and we cant reconnect them. We go through the sign up procedure and accept permissions on Zapier and when the window closes nothing
How to block emails to catchall addressed to cancelled user emails?
Hello, we have a number of staff who have left, we have deleted their emails but still get emails addressed to them coming to our catchall. How do we stop emails to those deleted email accounts from getting delivered to catchall? Thank you
Tip of the week #33 - Access your meeting tools directly from your inbox using the Zoho Meeting extension
Zoho Meeting is an online meeting and webinar platform that lets you conduct virtual meetings via audio and video conferences. The Zoho Meeting extension in Zoho TeamInbox lets you perform the following activities. Create and schedule new meetings - From
New languages are now supported in the latest version of the Zoho Mail Android mobile app
Hello, In the latest version of the Zoho Mail Android mobile app (v2.4.36), we have brought in support for below Indian languages. Malayalam Konkani Maithili Odia Manipuri You can update the app to the latest version from the Play Store or using the link
Update email status in module related email CRM REST API
Hi, Currently we are developing a system which require us to display the list of the module's related emails and when user clicks on the email from list, we load the contents of the email to display. The issue is the status of the email doesn't change
Update Deal Record Pipeline
Hello Team, Is there any way we can update the deal record Pipeline with the Zoho CRM API? If Not, Then I have a workaround solution we can create the workflow according to the condition. I am sharing the snapshot below, apart from this is there anyone
Not Receiving Emails From About 2 Weeks
I'm having comparative issue as one more strings here. I at first posted this in one of those strings, but recognized it was practically seven days old and checked settled. So preferably this is dealt with here quicker since this issue has been on going
Tracking the Progress of All Users
It appears that we have to have a separate user license to track our own training progress inside of Learn. For some reason, an administrator can't have their progress tracked because they administrator the content. So, what are small business owners
Bank feeds not refreshing
It's been three days...still no auto-refresh. BUT...when I try to manually refresh, I get an error saying "Bank feeds have already been refreshed for the day". ?
How to send a Books invoice to the Contact Roles of a Deal?
Hi In our implementation of CRM we dont use the Accounts module, we only have the Contacts and Deals modules. Each Deal will have 2 Contact Roles (the 2 roles are obviously 2 separate Contacts). Now we have integrated Books and have a 2-way sync between
How to register a returned wire transfer
Hello everyone. I am stuck with a matter and I have no idea how to proceed. So I had registered a bill for example for 500USD. I paid the bill via wire transfer and the bank for some reason rejected the transfer and hence I saw a credit or refund for
Syncing recurring meetings from Zoho Calendar to the CRM calendar
I just spent hours with support to find out that I can not create a recurring meeting in Zoho calendar and have it sync back to the CRM. And there is no way to create a recurring meeting on the CRM calendar! How is the possible? This is a function I use
Where can I find API documentation to get file attachments from custom module?
Where can I find API documentation to get file attachments from custom module?
Mass Delete Contacts
You've reached the maximum limit to delete contacts. To delete more, email to our support at support@zohocampaigns.com. We have upgraded our subscription plan . But still some features are in limit .
how can i delete my groups from zoho connect?
Hello, i locked my groupy from zoho connect unwillingly and couldnt find how to delete. On the other hand, there is a same problem if i create any group. could you tell me first, how can i unlock my group and delete it later? Thank you.
Mass-delete function
Please insert a mass-delete function in the Contacts/Leads/Clients related sections, like Attachments, Notes... When I add an e-mail with the Outlook Plug-in I can't select wich attachment upload (it uploads every attachments) and it's not so good to go on every contact related to the e-mail and delete Attachments one by one. Thank you, Giordano.
Data Sharing Rule - NO LONGER WORKING
The data sharing rule in Zoho CRM is suddenly not working. It worked in the past, but today I noticed it isn't any longer Below is my sharing rule for my Purchasing Dept Account. They have the "Contacts" Module turned on. But Are only allowed to see contacts
【残り1枠 / 1/31(火)14:00〜】エキスパートユーザーと一緒に課題に取り組もう！ Zoho ワークアウト
お世話になっております。Zoho コミュニティチームです。 昨年に引き続き、2023年もZoho ワークアウトを開催いたします。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトの開催について ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消に役立つ「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組めます。
Default View All <form> to show only the user's own records? Restrict fields to specific roles?
Is there a way, short of creating a custom report with specific criteria to be able to view all records that belong only to them (those that they created)? Or, more generally, be able to configure the permissions on certain forms such that it is impossible
add new domain
Hello Since 2013 I'm using Zoho mail with my domain name myname.tk Now I want to attach a new domain as myname.ml But zoho said to me: Sorry! Free domains with extensions such as .tk, .cf, .ml etc., are not supported. How can I use this new domain ? second question: I have the free plan, how much will it cost to add a domain? Thank you for your services
URGENT: support@zohoaccounts.com is non responsive
Hi, I am trying to create a master password for my account. However, I am not able to do it using the regular form because my 'primary email ID' is hosted by Zoho. When I try to create a password for my account, it says, please send a mail to support@zohoaccounts.com. However, I sent an email yesterday morning, and there has not even been an acknowledgment. I need to access one of the email accounts on our domain urgently for legal requirements, and I've forgotten the password and need to reset it.
IMPORTRANGE not working
I am getting a #NAME! error when trying to use the IMPORTRANGE function.
Zoho Desk associate accounts with contacts
https://desk.zoho.com/DeskAPIDocument#Contacts#Contacts_Associateaccountswithcontact - API method // paramMap = Map(); dataList = list(); rowMap = Map(); rowMap.put("id",Account_ID); rowMap.put("isAccountTicketsViewable",true); dataList.add(rowMap); paramMap.put("data",dataList);
Zoho Assist not working
Dear Team, Our Zoho assist is not working and getting error its temporary down. Please do the needful to fix asap.
Zoho Assist Down
Dear Team we are trying to access zoho assist and getting error temporary down. Please support to fix this asap.
No Integration of People to Payroll in US
I was trying to configure the integration between People and Payroll, but it seems this functionality is NOT available in the US. Please make this so. It seems ridiculous for us to create custom fields when the fields are already available inside of
Zoho Desk and Schedule Services Zoho Bookings
Hi, I am using Zoho Desk as a ticket system and Zoho Bookings to schedule different services. Zoho Desk is my nerve centre and i would like to use Desk to invite the ticketcreator to book a Services in Zoho Bookings. Example. I am having a Service called
"This Domain is already registered with Zoho"
Hi, I provided the mobile number while registering the new domain. After that i found that this Mobile number is not working fine. Now i register again for setup my domain name, this error arrives "This Domain is not supported or is already registered
Export KB Articles
Any updates when we can get the KB articles exports to show the tags and not be corrupted?
Zoho Writer Merge and Sign delivery via EMAIL and SMS
How do we use Writer API Merge and Sign that will delivery the document via Email and SMS. I cannot find information on the documentation. I tried formatting the signer data like this [ "recipient_1" => "test@email.com" "recipient_name" => "Test Name"
DMARC check failed
Hello, I have setup a dmarc record in DNS as follows: Host - _dmarc.mydomainname (I also tried - zoho._dmarc.mydomainname) Value - v=DMARC1; p=none; sp=none; rua=mailto:my@emailaddress.com; rf=afrf; pct=100; ri=86400 However, I still receive a failure when I check my domain with mxtoolbox. Please advise. Thanks, Chris
Adding Contacts to Vendors
It appears as though Zoho Books does not import vendor contacts from Zoho CRM, correct? And that therefore they have to be reentered in Zoho Books. Is there any simply method to copy a contact to a vendor from within Books? Or do they all have to be entered
can't receive emails-don't know where to put in SPF and DKIM setup information
Hi I just signed up for business email with Zoho and bought a domain so I can send and receive email from my own email domains. At this moment I emails getting sent to me are getting rejected. My guess is because I need to set up SPF and DKIM but I seem
How can I pin a a specific email to a Potetial?
I'm using the new 2021 Outlook Add-in and have IMAP Integration so I can see emails inside my contacts record. When it comes to potentials, the emails section doesn't not always pull the relevant emails. I understand is hard for the system to sort that,
契約終了日が契約開始日より前の日を入力するとエラーを表示させる方法
お世話になっております。 契約書の譲歩鵜をカスタムタブ出登録しています。 そこに日付項目「契約開始日」と「契約終了日」を設置しています。 契約終了日が契約開始日より前の日付を入力した場合にエラー表示が出て入力できないように設定したいと考えています。 入力規則やレイアウトルールを試してみましたが、上記2つの日付項目を比較する条件設定ができません。 また、入力規則には関数を利用することができますが、2つの項目を比較した条件設定はできないように見えます。 レイアウトルールや入力規則に限らず、契約終了
How to Publish survey?
Hi- Im totally new with Zoho 2 days and absolutly love it. Im trying to uderstand how to publish a survey. After I create the form, I have like 100 contacts that I need to invite to complete the survey. I havent seen how to even save the form. What do I do with the form once I have selected all the fields I need? How do I save it- how do I send it to my contacts, or how do I get them to fill it in? Sorry, but I havent seen instructions on actually how to use the document once created and get it
Refresh All Formula Fields
A huge portion of our vendors are only approved so long as their certifications are not expired, and valid. We can have up to FIVE different certifications with cert expiration dates on a single vendor. Our cert levels are AS9100, ISO9001, ITAR, NADCAP,
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