Can't send mail from Zoho via Gmail Pop account
I have a Gmail account set up in Zoho that I've used for a couple of years. Recently, I can't seem to send any messages through this account though it is recieving messages. I double checked that the username/pwd are the same in the Gmail account as in the config within Zoho and they are the same. I attempted to look at the outgoing port but can't seem to find it. How can I resolve the following error? Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.1 Username
Email Status not changing
Hey Guys. I sent over three emails to this company; this is my 2nd attempt to submit the topic. We have recently signed up in total; we have five emails. We can see the message status example; it has been replied to or forwarded, except in 1 email. We
Message Status l Data Migration
Hey Guys, I just started using this service 2 days back I have total 5 emails all the emails are showing message status like replied, forwarded except 1 email its not showing the status at all. What could be the reason? Another issues is 2 of my email
Zoho Mail Filter Add to OneDrive Not working
Hi, I create the filter from "Settings" and choose a onedrive folder. I have also successfully created a new folder on onedrive. But when I run the filter, the attachment is not saved in onedrive (or anywhere else as far as I can tell). The mail count
How Do I Change Lead / Account Created Date
Hi There, I have leads which come in or convert over the weekend. So when I add them to Zoho or convert them to accounts they do no reflect the correct date. How can I change the created time and date of a lead or account? This important as when our marketing guy wants to run reports he has to run everything Tuesday to Tuesday which is out of synch with everything else. Can anyone help? Thanks Steve Robson
Custom Button
I need to create a custom button that will add the lead to a MailChimp list and update a field with the name of the list.
Zoho Social Lite functionality
Hello, With Zoho Desk I am aware that it comes with a free version of Zoho Social (Lite). I'm just wondering with Social Lite are you able to publish and schedule posts? Thanks
Community Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-in
Unattended Access showing offline
As the title says, I have a PC which is showing offline but is 100% online! Any help would be gratefully accepted.
bank feed and confidential data exposure control via user/roles
Hi, We have two bank accounts, with two different purposes. Account A to conduct daily operations Account B to transfer salaries and tax deducted at source to do with salaries only. There are no other operations on this account. Monies are transferred from Account A to Account B on a regular basis with Account B functioning as a holding account too. Constraint: Confidential data such as salaries are not exposed to people working in the accounts department. We are a small organization and from
Queries regarding need to close multiple pop up windows
In zoho creator we have delivery challan form and in report we have print button on click of this we want three copies need to generated so that we use open url function using popup window so that we able to achieve on getting three copies at a time but
How can I be receiving a visitors name and contact info if they have not initiated a chat?
Today I received a SalesIQ notification that someone visited the website and it included their name, email address, and phone number. However the person in question did not initiate any type of a chat session, not today, nor ever as far as I can see.
Zoho CRM Integration and Automation
Hi, I would like to understand the ability of auto scheduling an online meeting via the CRM, firstly is this possible or is it still a manual task of creating the meeting? What I would like to do is.. Customer visits a booking page such as Calendly
toTime function = Convert ISO Time to Date-Time Field (Zoho booking and zoho creator integration)
Hello, I'm trying to integrate zoho booking with zoho create through zoho flow, The problem is that zoho booking give me the start date appointment with ISO format: 2020-11-16T07:00:00+00:00 I'm using to date function to covert in Date-Time field with
subform
Create 2 identical forms, both will have a subform. You have to take file upload field in subform. Transfer data of subform of form 1 to subform of form 2 including files. Can anyone help for this?
create a deal in CRM when Task in Connect is completed
I want to automate the creation of a Deal in CRM when a Task in Connect is dragged to Completed. How would I do that?
CRM JS Client Script - Multiply 2 fields.
Hi guys, Can anyone help with the scenario below? I need a JS Client Script so I can auto populate a subform field on the CRM Deals Module as a result of a multiplication. I can play around with deluge, but I have no idea how to write Java scripts. Three
Telephony not visible in CRM settings and I'm the Super Admin
why can't i see Telephony in the CRM Channel settings? i am the super admin. thanks. https://help.zoho.com/portal/en/kb/crm/extensions/telephony/articles/ringcentral-integrate#Set_up_RingCentral_Integration
How to add value on multiselect field API php sdk
I am trying to insert a new record on deals and I need to add values on multiselect fields but when I check the record, the multiselect fields are empty. this is how I insert values on multiselect: $record1->addKeyValue('regions', ['region1', 'regio
External customer access creator app and connect wall
I have an external customer set up to access a customer app via "creator customer add on" as part of one of our projects we have invited that customer to join our connect wall for a specific project so that they can see all the activity and provide input.
Zoho CRM
This issue has been happening all year. Last year was our first year using Zoho CRM so we took a lot of time to input our client information and as we are going back through the clients editing any new info I am finding that a box that was once filled
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Zoho CRM Creator reports
Hello, We are creating reports on an application in CREATOR linked to Accounts. Succesfully we can see those reports on an Accounts in ZOHO CRM on the computer (called related list ?) But related lists are not working on Zoho CRM APP on iPAD ? It's not
Responsive charts on imbedded website
Has anyone figured out the trick to having the reports/charts responsive when embedding? I'm using bootstrap as a framework but when changing the browser size on a desktop or mobile, the chart sometimes runs off of the screen depending on the browser/desktop
Organizar módulos en Bigin
Buenas tardes, Me gustaría poder organizar el orden de visualización de los módulos disponibles en Bigin. Por ejemplo, en la web quisiera ver los contactos primero y luego los tratos. Adicional, me gustaría saber si se pueden inactivar modulos que no
DKIM and SPF
Good morning! 1. Is it correct that I can only configure DKIM signing for my Zoho account if the domain is hosted on Zoho? 2. Is there any way to add the Zoho mail servers to my SPF text file. The domain is hosted elsewhere. Thanks. David.
Iteration list functions
Hi guys How to iterate list of functions in Zoho creator..? I'm doing student marksheet of each subject pass or fail.....
ZOHO incredibly slow
For the third day we have ZOHO CRM that is so slow thant we can not use it ! Please advise, T Soulier CEO
Zoho Finance Bug: Duplicate Sales Orders (finance module) showing in CRM but only one Zoho Books
Summary We use the Zoho Finance integration within the CRM. I have a situation where there is one Zoho Books sales order BUT in the CRM I have 2 duplicate Sales Orders. The exact same sales order is just duplicated. Each Sales Order (finance module)
Email Notification when user changes a Form Submition
I've included a link for users after completing their form to be able to go back and make changes. Is there a way to receive an email notification when users make changes???
Different version of a module in different countries, and controlling view access by a "field".
Hi, we have a use-case where we need to do the following, so we can use Zoho CRM for our business operating in 7 countries. 1. We need 7x slightly different versions of a "Clients" module for each of the 7 countries. Layouts can't be used because apparently
payment form. How to pay multiple items
Hi, How can I edit they payment form in order to process more than one item? The form automatically generates one item and one quantity field. I rather need a subform to lookup for various items in my catalog application. Then process the payment for those many items... Thanks Luis
My email campaign claims it delivered 100%, but I did not receive the email
Hi, I can no longer send a test to my email at my office or my co-workers account. I also set up a test group to deploy the campaign as a test. After I sent to the test group (these two emails and my gmail account) the email only showed up in my gmail account. Is this because I need to authenticate the email with a SPF or DKIM? Thank you.
Comment directly on PDF and image files using Annotations
When collaborating with WorkDrive, you probably use comments to give feedback and exchange ideas on shared files. You may also use the @mention option to notify collaborators. Wouldn't it be perfect if you could share feedback specific to a particular
Allow recurring events with no end date
One of my clients is giving critical feedback that CRM should allow recurring events without end dates. She is complaining about the prospect that in a year, her events will have to be recreated, and it might ruin her workflow.
Cliq message to CRM task
With other interoffice messaging services (such as Slack and Glip from RingCentral), I can convert messages to tasks within CRM. Is there not a way to do this in Cliq?
Zoho Books
We have recurring invoice in the zoho books, is it possible to send a reminder for renewals to customers
Transferring credits between customers
Hey guys! Was wondering if you could help me with something. We have two customers that are husband and wife. They underwent our thrive together referral program in which subsciptions will be priced for only one person but the initial fee applies for
Redirects on Mobile After form Submission
Requirement I have a button on a page that opens a popup form When the form is submitted, I need the page to reload Currently, this works on browser but not on Mobile. All articles seem to be referencing #Script code placed in the on add on success of
I want to minimize the space of column in record template
I want to minimize the space of column in record template Please let me know, Thanks and Regards, Sidhant A.
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