Sending mail error via smtp
Hello, While tring to send any e-mail via smtp there is a error. "Send test e-mail message: Cannot send the message. Verify the e-mail address in your account properties. The server responded: 530 5.5.1 Authentication Required."
email sorting
Hi, I am setting up zoho for our company, we added domain etc, now i'm making the email addresses but they are all arriving in inbox folder, how can I make sure they are coming in separated folders? Im having 6 aliases so this is important to have them separated. I see I can make folders and set filters but I cannot choose 'put all emails with email address: test@test.com' in this folder, instead I can only use words in the filter options. Thanks and greetings.
Creating content based on importing html does not work!
Hello, We are trying to import email templates to the platform for our regular campaigns, but with not success, simply trying to import a single HTML file gets stuck. The same thing happens when we do a follow up campaign. PD. Looking for an alternative
allow Zoho CRM to connect to Netvibes
Hello, I'd like to embed Zoho CRM in my Netvibes portal... how to allow Zoho CRM to display inside Netvibes? (currently in Netvibes it says "Zoho doesn't allow to connect"). Thank you!
Zoho Webhooks IP range for whitelist
Hello, I am integrating zoho mail webhook with my application, where I would receive any new mail on my webhook from zoho, and would require zoho IPs so that I can whitelist them, for security purposes. Would require IPs for India region. Please help
Create Subfolders with Zoho Flow using Zoho workdrive app
I am trying to make a folder structure that when an item is created in a 3rd app, it will create a folder and subsequent subfolders in my zoho workdrive by using zoho flow. However I cannot figure out how to create subfolders. It allows me to create a folder in Team > Team Folder > Parent Folder. However once I create a Folder A, I want to create subfolders within Folder A to where Folder A is now the Parent Folder. But zoho flow does not allow me to go deeper into the folders than the original Parent
Remove app Zoho one
Hello, How to remove an app from the end user portal? PS: Remove and not Disable In the screenshots I was able to disable, but it did not disappear in the user portal Tks
Suivi journalier des 11h de repos consécutives
Bonjour, Peut-on utiliser Zoho pour assurer le suivi journalier des 11h de repos consécutives (vert si ok, rouge si non) à faire chaque jour, ou chaque semaine. Alertes automatiques au manager quand c’est rouge par exemple. Merci
Conditional Custom Fields
I'd like to be able to create conditions which would cause one or more custom fields to appear if a particular value is selected in another. For instance if I pick "Toy Production" in a custom field called Project Type, I would like a drop-down menu to appear where I could pick the toy being made.
Announcing new pricing plans for Zoho TeamInbox
Dear all, After extending an introductory offer to our customers for almost one and a half years, we are now announcing our pricing plans . We'll have two plans defined as Starter and Professional annually at $5 and $7.5 respectively. These pricing plans
Number formatting
How do I format numbers in Indian Style like Lakhs and crores
Functions
Does anyone can help, i want to have the other field copy the same input from the other field. Whatever the Input in T3 must show automatically in Unit Price in CRM. Thank you in advance for the help.
I cant edit my own file
Hi There, I can access my file but i cant modify. Appears the follow message "Unable to connect to messaging server"
Zoho One Tips & Tricks 03: Zoho Commerce integraties
Sinds een aantal maanden behoort Zoho Commerce tot Zoho One. Met deze app heb je de mogelijkheid om een webwinkel op te zetten en net zoals met alle andere Zoho-apps is het mogelijk om meerdere apps te integreren. Uiteraard is de vraag, waar begin je?
SPF won't validate
Trying to set email up. SPF has been hanging on the triangle symbol for few hours now and I'm sure the TXT record is correct in my DNS
How to track IGST Paid on Exports
We export goods on payment if IGST. Now, when we enter the shipping bill details in Zoho Books, it debits the Input IGST account by default without any option to change this accounting behaviour which I think is not right because this amount is not claimed
Need help creating Salesperson reports.
Is there anyone in the Trenton, NJ area that I could work with one on one? I need some help customizing my CRM and creating a handful of reports. Thanks! Thanks, Chris
Backup AND Restore
Zoho does not seem to classify "Backup" and "Restore" in the higher level way that some other CRMS do i.e. Backup as a backup for all of my account data AND Restore being the mechanism to retrieve all of my account data, from the Backup, back to the time of the Backup. From a study of Zoho's help literature, this is what I found; - "Zoho CRM allows you to export and take a backup of ALL your CRM data in a few simple steps." - There is also a mechanism to restore deleted records from the trash bin
Alert & Notification for Field Owner ONLY
hi - I am trying to create a workflow with the following rules When - whenever a Module record is created or is edited Condition - This rule will be executed for all referrals. Instant Action - to notify a FIELD OWNER I am unable to do the last part
How to get count of emails sent by a user in zoho CRM?
Hi, I am working on a project in zoho crm, and I want to get the number of Emails a user sent in a day. Means I want to know, How many emails a user has sent in one day. Then I want to use it in reports. How can I do this? Is it possible to get count of sent emails directly in Zoho Advance Analytics or Zoho simple reports? Or we have to do it through custom function/Workflows? Please give me idea. Thanks
How do I share tracked changes and comments with the other party?
The application currently forces me to accept/resolve all changes before sending for negotiation. I generally expect 3 - 5 rounds of back-and-forth, where all parties want to see what the other party changed. It's also useful to provide "comments" so
Crear un proyecto en zoho project desde una orden de venta de zoho books
Hola, tengo el siguiente inconveniente. Cada orden de venta que cre Sería eso posible? Hay Gracias! Valeria
Better integration with Zoho Books
We are a customer of both Zoho Books USA , and Zoho Sprints. Is there a better way to reflect hours logged in Zoho Sprints as billable hours to Zoho Books? You are currently making us do double entry or a cumbersome export/ import procedure. Please advise,
Community Digest - enero de 2022
Community Digest de enero de 2022 ¡Buenas a todos! Con una nueva imagen y muchas ganas de ofreceros una comunidad Zoho a la que acudir, damos la bienvenida al primer Community Digest del 2022. En este caso, vamos a ver qué ha sucedido en el mes de enero.
How to search in messages older than 1 month (Exchange/iPhone, no IMAP or Zoho Mail app)
I recently moved to Zoho from Google Workspace. All my family use iPhones with Exchange synchonization set. I managed to set more than one calendar synchonization (it was disaster - mail account, second CalDAV account...). But my real issue is that I
WorkDrive Sync creating copies on it's own
I am experiencing an issue that I have been unable to find anyone else experiencing. If I download a Zoho Sheet file as .xlsx or .csv to my Work Drive folder, it creates duplicates as if it were the Energizer Bunny©! See attached. I am running Windows
1 to many relationship
I need to create a one to many relationship between two forms. EX: Property -> Diary 1 Property can have many diary entries by date. I want to be able to click a button on the Property Form and add a diary entry. Is this possible? I'ver read your samples on creating an autonumber field, relationships, and subforms and I'm still confused. The property field has a property_id and the Diary field has a diary_id. Thanks, Leslie
Articles you don't want to miss!
Hello Everyone, I hope all of you are doing well! We are super excited to share our monthly blog updates with all of you! This time, we have interesting blogs and infographics on an array of HR topics including, employee compensation and benefits, payroll
Stop Books Invoice From being Sent to customer when Offline Payment Selected in Commerce
I have orders coming in from Commerce, we have an offline payment available on commerce for customers with card on file. (We will change them manually) When Flow confirms the order, books creates an Invoice and sends it to the customer. I need to block
Suspense Head in Zoho Books
Hi Team, Hope you are doing good, I just tried your trail version and having an issue with suspense accounts in zoho books. I am unable to find out the head suspense account in zoho ( it should be Suspense for suspense account) or if any other method
Use Zoho Mail Integration
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Xero Connector import date range (more than 24 months?)
Hi, I'm working on an integration between Xero and Zoho and part of it requires data to be pulled into Analytics and that's raised a question in my mind. When connecting to Xero, Zoho Analytics lets me pull up to 24 months of data from Xero in the initial
Tip #4: How to schedule and send emails later - Future emails in Zoho Mail
Sending an email doesn't end with using the correct phrases and hitting the send button. 'Timing' the email correctly is equally significant when it comes to business emails, in this age of communication across nations and in varied timezones. Wouldn’t it be good if you can draft and send your emails now and time it to reach your recipients at their peak productive time in their own time zone? With the email scheduling feature in Zoho Mail, you can exactly do that. Steps to schedule an email to
Issues with incoming emails being created as Spam Tickets
Hi We seem to be having a similar issue to Alberto in the following topic https://help.zoho.com/portal/en/community/topic/spam-tickets-29-8-2016 Only recently we have noticed that a number of emails from different customers are coming through and this is creating Spam tickets rather than standard tickets in Zoho Support Would it be possible for the Spam Filter to be switched off for ourselves also to prevent this from happening going forward Kind Regards Mark
Janvier : un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Le premier mois de l'année est déjà terminé, voyons ce qu'il nous a réservé. Pour Zoho One nous avons entamé une nouvelle série ! Après la découverte des RH terminé autour du sujet "La gestion des départs", nous nous attaquons la gestion
CHEQUE PRINTING MODULE
Is it available? if not till when?
How to find invoice wise customer outstanding in mobile app
How can I find the unpaid invoices of a customer in zoho books app
Hiring Managers - Requisition form
Hi, We want to develop a New Hire Request Form helping hiring managers to initiate the recruitment process for all new and existing staff. Can this form be integrated with Zoho Recruit? I did not see any form customization on Zoho Recruit only on Zoho
Business Hours SLA with Round Robin Assignment
Hello! I have asked Zoho Support for assistance multiple times but haven’t gotten a solution so hoping those in the community can assist me. Our business has agents across 4 time zones. I have our business hour set up for each time zone and we assign
CRM PHP SDK How to get a record by external id?
Hi, I have two questions: 1. I am using PHP SDK v5.0.0 and couldn't find an example of how to get a record by using only external id. For example my external id is named "MY External ID". Can you please give me an example of the method by using SDK? 2.
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