Automatic Contacts when Account is created?
We currently get most of our accounts created through Zoho books when we are entering in new sales orders. For marketing, emails can only be generated from Contacts or Leads from what I can find. Is there a way we can create a contact anytime a new account is created so that Zoho Campaigns can pull those emails in?
Unable to send message, Reason:553 Relaying disallowed. Invalid Domain
Hi We have this problem and we don't know what can we do: Unable to send message, Reason:553 Relaying disallowed. Invalid Domain Can you help us, please
Is it Possible to Have a Subdomain Email Alias?
I have a server for which the domain email is hosted by Zoho. I want to send my server's operational emails via Zoho, as well. The emails are being authenticated at the Zoho email server, however they are then discarded before being delivered to my
Workflow Update Field Syntax
Hi, it seems that the update field part of workflow is pretty limited. For text field updates, can any formulas be used? For example, to concatenate data to a field rather than overwrite it? ie: new value for A = A+B It would be great to have similar (or better) functionality as the custom calculated fields. Can you confirm if there is anything I'm missing? Thanks, David
I am not able to log into zoho desk.
I am not able to log into desk it was working ealier today. I have included the error message.
Error accessing our dashboard
Hi, Today our agents have been reporting issues when trying to access Zoho Desk in order to attend tickets normally. A message "Sorry for the inconveniences. Try again later or report this issue in the comments form below" is dlsplayed with a form in
I want to add prepopulated dynamic field to Form
I want to mail the Zoho form to 200 people (the user has consented to the email). I want to send the form to them with the email or some other unique identifier from my database (in this case from Zoho recruit) prepopulated. I can add ref in the form
Many-to-one dependency mapping
We had to create a complete copy of our "Reported Problem" / "Identified Problem" structure by renaming them as "second" because you lack this feature. You need to allow mapping from multiple fields to just one field.
Export a list of fields for all modules in a spreadsheet with specific field data
Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could
KB Article Table Is Very Hard To Use
I have just started to use the Zoho Desk Knowledge Base. As i've been making articles, i've found that the `Table` feature is quite hard to use for a number of reasons. This is especially problematic as each of the issues listed below are part of the
"Call Now" action button dissapears after refreshing any page that using a Canvas layout
This problem only happens with pages using a Canvas layout. If a Canvas page contains a "Call Now" action button, it will dissapear when the page is refreshed. See attached image for refference.
Decimal values not showing in the field
Hi, I added field named as Price and type as Decimal and checked the setting also in the Decimal proprties. but still when i added values there , then it is not showing values in decimal. i tried with inserting decimal values also but it is not taking
Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registers
how does MAIL FROM or Bounce domains work?
I am looking at Email service providers, SES, SendGrid, Mailgun etc most of them wants to setup MAIL FROM, Bounce domains,for example if I setup example.com to send emails, then I need to setup mail.example.com as MAIL FROM or Bounce domain. I understand
App Spotlight: Shopify for Zoho Desk
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Shopify for Zoho Desk View orders and customer information from Shopify inside
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - soporte@sg-localizacion.com.mx
Hello, my mail ventas@dream-home.com.ar cannot send mail. I already added what they ask for in the CNAME but it still doesn't send. what should I do?
App Spotlight: WooCommerce for Zoho Desk
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho solutions. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. WooCommerce for Zoho Desk Keep track of your WooCommerce orders and customers from
How do you get more server time for Zoho Crm to process functions?
We're having some serious function problems within Zoho CRM. Our customer base has doubled over the last few months, and functions and automations that worked 100% well before with less customers/ automation calls, now randomly fail. Generally if I
Zoho Inventory Community Digest November 2021 - a monthly rundown
Hello all! We hope you are all pumped for another shopping season. I am sure you are getting ready to offer some great sales and use some of our newest features from Zoho Inventory. 1. Spotlight Did you take a look at our exclusive Zoho Inventory holiday
Minutes between Midnight
Hi, I am needing to determine time from one record to midnight of the same day. I found hoursBetween rounds and there is no minutesBetween. dateString = vPreviousDate +" 23:59:59"; result = dateString.toDateTime(); info tempRecordsYesterday.Gauge_Date_Time.hoursBetween(result);
Our company emails are still marking as Spam in Hotmail/Gmail.
Hi, We have been using Zoho mail in our company for years. We send out 2-3 times a year with Zoho campaigns. All our settings such as DNS, DKIM, SPF, DMark are OK. I don't see ourselves being blacklisted. Our spamscore tests all show 10/10. But when we
What is the Maximum Records can be Entered in ZOHO Custom Apps through ZOHO Connect
What is the Maximum Records can be Entered in ZOHO Custom Apps through ZOHO Connect?
Add Country codes to contact numbers
Hi TEAM, I think it also works for API v2.0. https://www.zoho.com/crm/resources/tips/functions-country-codes.html Can I add function to remove "0" in the very first if exist, bwfore adding the country code as above? Thank you very much.
Create custom connection with Kaleyra SMS?
Hi all, I am trying to create an CONNECTION for workflows so that I can use it repeatly. But it is not working. Hoping anyone can help. Here is the API doc. Thanks so much. Here is the connecion setting. Here is the workflow where I want to use the connection
CRM V2 API is able to create a record entry even when required fields are left empty.
I have created an `Orders` custom module as follows: As you can see, the `random` field is marked as `required` field. When I edit an order on the crm, as expected, it does not allow me to save the form when I leave these fields blank (screenshot below).
Why can't you disable the Gmail Gadget in Zoho CRM/Google Apps integration?
Why can't you disable the Gmail Gadget in Zoho CRM/Google Apps integration? surveyforcustomers
How to edit Contacts screen columns
I want to add the 'Mailing state' field/column to the homepage of the Contacts tab. This is a screenshot of the page I am referring to: https://www.screencast.com/t/vyac4KXpU304 I want to be able to see Mailing state after the email or phone column as
How to get all records in CRM using widget
I have 1000 records in CRM under Leads Module, I want to get all the 1000 records using CRM Widget but it only returns 200 records per page. how do I get the 1000 records on all pages using widget JS SDK? this the code I'm using ZOHO.embeddedApp.on("PageLoad",function(data)
{
ZOHO.CRM.API.getAllRecords({Entity:"Leads",sort_order:"asc"})
.then(function(data){
Website not loading
I have pointed my DNS from my domain to the zhs.zohosite.com using CNAME But when I type my domain name into the web browser it just comes up with a generic Zoho message saying 'welcome to mydomainname.com do more with your domain get started' but I have built a website and published it via the zoho sites where is it going wrong?
Zoho People: How to handle tiered overtime and specific overtime for public holidays
Hi, Perhaps someone has help on this topic, For Zoho People, we have these overtime requirements: 1.Typical working week is 40 hours - No overtime. 2.Overtime of 15% on base rate per hour, for working hours of 41 to 48 hours per week 3.Overtime of 20%
Size and behaviour of top banner
Good day Zoho support, is there a way to reduce the vertical size of the top banner to allow more room for the page content to display? See screen shot below...site is https://sitebuilder-678794373.zohositescontent.com Also, is there a way to stop the banner following you as you scroll down in the page? If yes, can this be applied to a single page? Thanks in advance
Zoho Mail Wordpress plugin "Invalid secret id"
My website contact form isnt receiving emails to my zoho mail. I've tried installing Zoho mail plugin and have set the configuration correctly but it's giving me the "Invalid secret id" error. Please help asap.
I am getting outgoing server error
I have tried sending mail on my PC and on my phone both on wifi and on my phones cellular service and I am getting outgoing server error. It seems like zohomail is having some issues and the timing couldnt be worse for me
Zoho Calendar Bug - auto resubscribing me to a group calendar?
I'm seeing a bug where after unsubscribing to a group calendar, clicking on my personal calendar its auto resubbing me to the group calendar after a page refresh. Happens everytime without fail. Here is a video to demonstrate the bug: https://www.youtube.com/watch?v=Uuuj5R6b2ZE
Code Commits and Changesets in Zoho Projects
Software development is a never ending process. Sometimes code is written for a new feature or to modify an existing feature or to deal with a bug. To handle numerous lines of code and their multiple versions, GitHub and Bitbucket provide a repository to store your code. The Bitbucket and GitHub integration lets you view your source commits from within Zoho Projects itself. This feature is available to our Premium and Enterprise users The Workflow You will have to set up a service hook for Zoho
Webhook responds "410" to Frame.io, "200" to postman
Hi, I am trying to configure a webhook trigger in Zoho Flow to be called by the Frame.io whenever there is an update in that app. After configuring the webhook and activating the flow, Frame.io always gets a "410" response which suggests that the webhook
Mapping Company Name & Account Name - Zoho Flow/Checkout
I am trying to map the company name obtained in Zoho checkout to the account name field in zoho flow. As you can see in the first picture below from zoho checkout, I can make mandatory that they fill out the company name. but in second picture, there
Grouping Data for a chart
I have real estate data I'm working with and want to show how many agents sell 1 house a year, how many sell 2 homes per year, etc. I'm trying to make a chart and not sure how to define the X and Y axis. Each row in my table is 1 real estate transaction
Persistent Problem
Hello, you told me to tell you if the problem persist, we need to erase data from ours tests in the analytics It persist, we have erased the surveys response from the survey and the data still exists in the Analytics Tables from the Survey integration.
Prepare Data - Remove non-numeric characters
I am trying to modify an existing scheduled import, using the "prepare data" option. How can I remove non-numeric characters from a specific column on the scheduled imports? Thank you
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