Pipeline/Deals defaulting to wrong stage
I've set up a pipeline in the deals section, however when i apply a customer to the deal, it defaults them to deal won stage. I have a work flow which sends a thank you email at this stage, even though they havent ordered yet. How do i change this?
Issue Overview
Hi there, I would like to create one overview with all the issues in ZOHO projects. I can create custom views on project level. However I can not open a created custom view on issues under 'home/my issues'. For tasks the latter is possible and this way I can create an overview of all open tasks. Looking forward to you reply! Regards, Danielle
eM Client and Zoho Settings
I have read other posts with the same issue and the problem persists despite entering the correct information. Here is what I have entered in the eM Client Setup: I ALSO TRIED Outgoing Server Name: smtp.zoho.com Port: 465 with SSL With these settings
Why are forms defaulting to wrong time zone?
We're in Eastern Time Zone and our company settings are set that way. When I create any form, it suddenly defaults to Pacific Time Zone on all Date-Time fields. Any idea?
Tips and Tricks 10: Customize your video feed during a session
Hello everyone, With a lot of events happening online, there is a need to choose technology that gives your attendees an authentic experience of physically being at the event. One way to do make your sessions feel more real and engaging rather than distant
Campaign buttons duplicate when forwarding an email campaign to another email address
Hi All, I've sent a test campaign from within ZoHo which comes through as intended, what I have noticed is that when I try to forward the campaign to another email address it seems to duplicate my buttons? Images below:- (Test Direct to Email Address):-
Exporting from Typepad Blog to Zoho sites blog
I am finding it difficult to do this. Has anybody have an experience doing it? Pls let me know.
OTP not sending
I am a new customer trying to set up Zoho mail. I'm stuck at the phone verification stage. I have entered my mobile number but the verification code is not being delivered to my mobile. I can also confirm that I'm receiving text messages from others telephone
What does Exclude Domains actually do?
Hi Im setting up email integration in our CRM for 2 users. I want it to work so that they can see each other's correspondence to Contacts. When I set Email Sharing to Public, a warning appears telling me to add our email domain as an excluded domain for
NEED HELP
Does anyone know or can reccomnend a tutor or tariner for Zoho Survey that can help teach and answer questions from time to time?
Custom function - Blueprint
Hi, I use blueprint and I need someone to send me a custom function for auto-completing only the last open task for the lead. (not all open tasks at once). Or if that's not possible, I need a custom function for re-scheduling the last open task for the
Add Product image to Products tab in CRM
Is there a way to add an image to my product records??
The telephone bell comes from the speaker. Can't you make calls from a headset?
We use Amazon connect. I usually wait for the call to come in because it's in the way if I'm wearing a headset, but I can't set the ringer to come from the speaker and the call to come from the headset! This is a serious problem. I wonder why salesforce
approver based on the date entering in the fields
how can I make approver based on the date entering in the fields?
Report - Account and latest note only
Hi Folks, Getting stuck on reports. All I need is a report showing the account name and ONLY the latest note added to the account. The reports I am creating keep showing all notes. Is there a way to limit it to only the latest one? Thank you, Derek
How to embed forms in a page that is 1 big form?
Ok, some context ... we are a small football (soccer) club and we use Zoho CRM to manage our membership database. I want people to be able to sign up (as leads) and then we can add them to our mailing list and target them for match day tickets sales etc. The website tool we use has an odd thing where every page is wrapped in a <form> tag ... I have no idea why and the providers don't seem too interested in removing it, but that does mean I can't embed a Zoho CRM form in a page ... I think if I use
Email template export
Hi, I have created a series of emails as 'Email campaigns'. I am now happy with the design of these. I now wish to create a workflow to send these emails at specific times after a contact is added to my CRM database. My question at the moment is how do I export this email design that I have created and load it as part of my email workflow? I can't seem to find an option to add it to a library or something like that to use my emails designs in the email workflow. Any help would be appreciated. Thanks.
What's New in Zoho Inventory - April 2021
We're back with a list of new enhancements. Let's dive in and check out the new additions made to Zoho Inventory. Mails tab in the contact page We've introduced the Mails tab in the customers' and vendors' contact page in Zoho Inventory. Here, you can
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - soporte@sg-localizacion.com.mx
Team, When i try to send mail through ZOHO mail i am getting the following error. "No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - soporte@sg-localizacion.com.mx" Can i get some help on this. Thanks
Same contact, multiple lists
Hello, I've read in another topic that it was possible to have the same contact in multiple lists. However, when I try to add a contact that is already subscribed to another list, I get a duplicate error. How is this possible? Thanks!
Email from Atlassian (Confluence/Jira) service.
I'm not receiving the confirmation email from Atlassian signup account confirmation.
How to GET invoices by custom fields?
Hi! I'm trying to GET invoices by contact id and a custom field. Let's say I have a custom field with label 'userId', and I want to search for an invoice that it's userId == 2. What's the correct URL to GET in my request? right now I'm trying without success: https://invoice.zoho.com/api/v3/invoices?customer_id=<contactId>&custom_field=userId=2 Thanks a lot!
Inventory Management / Integration with Xero
We use Xero for our accounting and plan to integrate it with Zoho very soon but I need to know how to best optimise the data on Zoho. We're a contract cleaning company and some of the contracts we have involve us supplying our customers with cleaning
Change default task priority?
In CRM, all tasks created are automatically set to high priority. Is there a way to default this to normal?
email being returned
We are trying to email addllcorder@att.net, ERROR CODE :553 - 5.3.0 flpd571 DNSBL:RBL 521< 136.143.188.10 >_is_blocked. Can you help us? We sent from jon@detectorwarehouse.com and it is bouncing but we can email to them from our yahoo.com email and it
Filter deals using closing date field for current quarter
Hello, I'm trying to create custom view and to filter deals for current quarter. Is it possible? I see only "This Month" and "This Week" options Thanks
Can't Share via Cliq within CRM with a user
We use Share via Cliq a lot within CRM, and successfully share with users. However, we have a new user who we are unable to share information with. We are connected in Cliq as contacts, but he just does not appear when we search in the Users box What other settings do I need to check?
Client module candidate status issue.
There is problem in client portal. Its not showing exact candidate status.They can see status which they have changed. Lets say they have shortlisted one candidate so it will show approved there. After that candidate status is changed to interview scheduled by us but it will show approved only they will not be able to see which we are updating at our end. This is seriously big issue. Rather you can show both status consultant status and Client's own status which they are updating at their end.
How to filter Zoho Invoice API data with DateTime ?
Hi Expert , I am New user for Zoho Invoice API , I am not able to filter get data with datetime . Please share any document where we can get help on Datetime filter on API data. Please help me i am stuck for it. Thanks Surajit Kundu
Mails are taking 10-30 minutes to be sent out while using eMclient.
When sending an email from zoho app its ok, when sending an email from eM client it is taking as long as 30 minutes to deliver. It only happens with zoho accounts, tried with gmail and other accounts in em client no problem at all. Delivered-To: emiliozaror@gmail.com
Received:
Emails not coming through
Good Morning, Our entire office experienced delays with emails yesterday. They are lagging today as well. Last night we received emails that were time stamped earlier in the day, but were not actually in our inbox at that time. Please advise. Thank
Action/Webhooks's 'URL to Notify' is not working as expected
Hello, The 'URL to Notify' field in the Webhooks doesn't accept wan't to accept whatever URL is passed to it. For example consider we have the following URL: https://test.asdftre.com/api/ , it states that it is invalid, but there is no reason for it to
curl or url error: Invalid value passed for authtoken
Hi, well, I'm preety new in Zoho, reading the api documentation and testing for a custom invoice implementation. I'm stuck getting this error {"code":14,"message":"Invalid value passed for authtoken."} Could not resolve host: 9688aa8....(hidden) Using: curl
Timesheet approval and ability to give feed back while manager approves time sheet
The manager should be able to approve the timesheet and also be able to rate on a scale of 1-5 on how the candidate worked for that week and provide feedback. That feedback should come and feed into a multi-rater system. It will make the 360-degree feedback
Does transmail work with WooCommerce?
By the Grace of G-D. Hi, After adding the add-on, Do I need to set up something in WordPress in order to use transmail for the WooCommerce emails also?
Account not active. Need to fix this please
Hello everyone, I have a mail account which its address is kalu.ucher@zohomail.eu. Yesterday and today I've been doing some configurations for my recent bussiness, which we are setting up these days. I realized that my personal account was linked to my
553 Relaying disallowed
El mensaje no se ha podido enviar Se ha producido un problema al entregar el mensaje a info@arubaslife.com. Consulta los detalles técnicos que se indican a continuación. La respuesta fue: 553 Relaying disallowed
Difference in formation of P&L and Sales bu Item Report
Hello! I'd like to ask you a question. I've downloaded a P&L report and checked sales by product and accounts of product. My colleague also wanted to check it, but he was not able to download P&L reports, so he downloaded Sales by Item report. Although
Footer
I mistakenly deleted my page footer. How do I get the standard footer section back?
Individual private projects - possible?
Hi, Is it possible for my team members (I'm the admin) to setup some individual projects that only they have permission to see and use? (Or worst case I can see as admin but won't look). I can't find a way. It seems to be public, or private (meaning anyone
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