Email blocked
Hi my email account has been blocked to send or received emails. I checked the MX and SPF registers and they are ok (addressed to Zoho). When I sent emails from my Soho Account the error message is: motivo: 554 5.1.8 Email outgoing blocked When I sent
Tip 37 - Timesheet Management
Managing the timesheets of all your users can be tedious if you have to go to the Timesheet module for each entry. Here are some easy ways to access the timesheet data and the module. From Global View Instead of going into each project to record
Contacts with Multiple Accounts
Linking multiple accounts to a contact is not in the functionality of contacts. However, I have seen a few posts addressing this as well. A few years ago, it was noted that this was a roadmap item. Do you have an update as to whether this is still a roadmap item and if so, when is it estimated to be addressed?
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
I learned the following records in cPanel gmgautocenter.com.br. 14400 TXT zoho-verification=zb14649869.validate.zoho.com gmgautocenter.com.br. 14400 TXT zoho-verification=zb14649869.zmverify.zoho.com zb14649869.gmgautocenter.com.br. 300 CNAME zm
Setting Notes to View Recent First permanently
Is there a way for me to set up CRM notes to be view most recent at the top permanently? I hate having to select recent first every time I bring up a client.
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hi, I'm having this issue: "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain". Domain expired... Now it's renewed. Domain: ourico.pt MX records are correct. But it says "MX records are not pointed to Zoho Mail" Domain is verified,
Can Users create a ticket via SMS
Hi Support, I have registered to clickatell. How can we configure to receive a ticket from users via sms?
MX Records Verification Failure
I'm unable to verify my MX Records, I get a message that they found 'these records' instead, however these listed records are the same as the ones above. Please see the attachments.
Color Coded Labels
Zoho is far behind when it comes to the aesthetics part. Although Zoho Suite is super powerful and loaded with features yet the overall suite lacks the UX Touch. It kind of looks archaic. Hubspot, Pipedrive, Freshteam - all of them have realized that
API for a third party database
Hi there! I'm interested to find out if anyone has implemented an API solution that connects Zoho CRM to a third party database which allows them to display the records in the database as a dropdown list and then once an option is selected be able pull
External Access
Hi, we have employed a Social Media person whom we want to access Zoho Social but not be able to login and view our details on the CRM. How do we do this without having to pay for an extra user please?
How do I see that a scheduled task is pending?
I am trying to test to make sure a scheduled task will generate properly. Is there a way to see if a scheduled task is pending for a deal?
Button to Create Generic Task While Viewing a Deal
We'd like to create a button that we can use while Viewing any given "Deal". When pressed, it would create a generic Task that would then appear in the related "Activities" list for that deal. It would look something like this, assigned to the currently
Forwarding call recordings in Twilio for Zoho
I use Twilio and Zoho Phonebridge for inbound and outbound calling to customers. I use Zoho's built in IVR which works well, but has gaps. The main gap is when I get a voicemail, I need to login to Twilio to get it and that's a time sink. I would like
Syncing Issues
I have my zoho account set up through Apple Mail on my Macbook. When I had an iphone, syncing worked fine, if I ever deleted a message from my computer, my phone would stay in sync with deleted messages and vice versa. Now I have an android phone (Galaxy Note 4) and when I delete a message from my zoho account on my computer, the message STAYS on my phone. However, when I log into Zoho through Firefox and delete a message it stays synced with my phone. So it seems that my phone and zoho account lose
Quick Question on resending appointment emails?
Never happened before, but a customer made 2 bookings with us, and due to email problems she has lost the details of her booking. I have manually sent them, but I also looked into resending the booking confirmation to her. But could not find any resend
Field Value inside of CRM Fails to change after calling UpdateRecord from Creator when using Zoho integration
Hi, I am trying to call the zoho integration to change a field found on a Contacts record with updateRecord, however, following the documentation, it does not seem to change. Here is my code: obj = {"Last Name":"ahhhhh"}; zoho.crm.updateRecord("Contacts",4968032000000338191,obj);
Calendar booking information entered by "booker" lost.
The calendar booking form asks the candidate to enter their name, email address, and phone number. The system correctly connects the booking with a candidate record if the email address matches a candidate's email address when booking an interview. However,
Periodic Pivot Reporting
I have been all of the Knowledge Base and YouTube looking for this answer. Any guidance would be appreciated. I have created a pivot report that gathers the information in a way that works for our company. The problem is the filter has to be manually
Is there a "Light Agent" in Zoho Analytics?
Hello! I would like to know if there is some kind of user in Zoho Analytics like the light agent in Zoho Desk, so it can just view the dashboards, without the cost of a regular user. This would be very helpful once my company has some dashboards that
Printable Manual for Deluge Script and ZOHO creator?
I know his hs been asked before, but was wondering if there has been any progress on a downloadable (PDF or other) user and reference guide for ZOHO Creator and Deluge Scripting? It is cumbersome to have to keep refering to a wiki or other online source to learn the scripting language versus studying an actual hard copy manual. Guess I'm old school and prefer the printed word.
Formatted CV even for Corporate HR ?
I understand the "Formatted CV" functionality is restricted and provided only to "Staffing Agency" Zoho Recruit customers. As we are instead a Zoho Recruit "Corporate HR" we are wondering if anyhow we can use such "Formatted CV" functionalty we are interested
[## 72645686 ##] e-mail - MX records
I sent email requesting support with the following error: On Tue, 24 Aug 2021 21:16:44 +0530 "irak.***********"<irak.***********@grupo*****.com.mx> wrote ---- I request your support with the domain valbo-arrendadora.com.mx which does not accept
Unable to create Hour based web traffic report
Hi Team, I am trying to create a report that will display hourly user traffic by date from Google Analytics but I can see only 00:00 hour in my report as I synchronized data from Google Analytics at 12:00 a.m everyday and the date for all data is with
Customer search function by first name only?
Is there a way to get Zoho Books to search by customer last name? Due to the nature of our business we have many, many individual clients, and it is both inefficient and frustrating to have to enter a common USA name like "John" to search for "John Brown"
Copy Billing Address to Shipping Address does not copy "zip code"
Add record in ZOHO API
I am trying to add a record (contact) to the ZOHO database using their API after submitting an order. This requires an authorization token with a validity of 60 minutes which I can generate with a grant token, but which I can only generate with user interaction
Creation of Multiple Projects Tasks with similar Automation processes
INTRODUCTION ====================================== This is for a task with a StartDate which is recurring. I am looking to achieve the following type of automation -> a single task can cycle through any number of Steps, before completion (eg for example
Introducing Import of Users to CRM
Hello Everyone, Greetings! We are here with a simple yet productive feature enhancement, again! Thus far, users were added to the CRM system manually by the administrators. Also each user had to be assigned a role and profile to enable them to perform
Xing Link
Bitte fügen Sie oben einen Link für Xing ein. Genau wie für Facebook und inkedin. In Deutschland ist Xing sehr wichtig.
History tracking for picklist values for TASKS
Is there any way for history tracking for picklist values for TASKS? This is essential for us - we need to know, what task stage took the longest, who was responsible and so on. I know it's technically impossible (I don't know why though) - but is there
Read only access to entire database, write access on records that they own
Hi, there, For certain Users, I want to make Read-only access to the entire database, write access on records that they own. Currently, I'm unavailable to find a solution for this one, any hints? Thank you very much
Zoho CRM Crash Course for Programmers
Hello everyone, I have created a Zoho CRM Crash Course for Programmers on Udemy. Here is the course description from the Udemy site: This course is intended as a crash course for programmers who want to learn the basics of Zoho CRM quickly. Why I created
No puedo enviar mail desde Zoho
Hola, Intento enviar un mail desde mi cuenta y me envia el siguiente error, ya actualice mi contraseña, pero el error continua.
Society name not showing in search
Hello! When I'm search a prospect, it only shows the name of the prospect and no the name of the society (see below). Can you help me with this ? sorry for all the blurring ;-)
Zoho assist cors error when create session from Angular client
Hello, I got cors error when trying create session from angular. This is the error Access to XMLHttpRequest at 'https://assist.zoho.com/api/v2/session' from origin 'http://localhost:4200' has been blocked by CORS policy: Request header field access-control-allow-methods
Signup form not working
Hello, I cloned a signup form for our newsletter and when I fill it out and submit, it opens a new tab that shows a loading animation but it never actually loads. So we are getting no submissions. Wondering why this isn't working. Here is where the form
Unable to Access Emails in Zoho CRM - Saying IMAP not Configured but they are!
Hi In the recent few days we have noticed that we can not access emails in Zoho CRM that are synced through our Zoho Mail accounts. I have noticed that in Channels > Emails a message is now there that says: You are yet to enable IMAP for your account.
Can we use getRelatedRecords to access the Actions_Performed inside SalesIQ visits?
Inside the Leads module, I have the following information when I click on a Lead and see their details. I am able to get high level information about the Visits module using the following deluge script command: visit_records = zoho.crm.getRelatedRecords('Visits_Zoho_Livedesk','Leads',record_id);
Embed insightful and actionable data in your slides using the Zoho Analytics add-on for Show
Hi All! Clients and stakeholders often need to interpret lots of data in order to make strategic decisions. Let's say you imported numbers from a wide range of data sources into your Zoho Analytics workspace to facilitate better analysis. You further
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