Leads stuck on Journey during a merge
Hello, When my leads are going through a Journey, they get stuck on a merge for a very long time. I had a 1 hour delay for an email and it took an extra 30-45 minutes to move forwards after the merge. One also got stuck for over 3 hours when there is
Unable to activate a journey
I'm unable to activate my journey, despite having upgraded my subscription "Dormant". Usually, there would be one activate button; however, this time it doesn't show the button but shows "You can avail this feature by switching to the paid plan".
Zoho Campaigns 5 views in a module error
When I try to sync a custom view of leads from CRM to Zoho Campaigns I get the following error: Immediate sync can be initiated only for a maximum of 5 views in a module.
Email newsletters
I was under the impression that Zoho would provide an email tool that could replace Constant Contact which we currently use for mass emails. But I do not seem to find that. Can someone give me directions?
Not Possible: Zoho SPF w/ Amazon Route 53
When using Amazon's Route 53, it is not possible to setup the SPF as per Zoho instructions: @ v=spf1 include:zoho.com ~all It is not possible because Route 53 requires the domain be included as in: @imodel.com. v=spf1 include:zoho.com ~all Because the domain is included as in "@imodel.com.", Zoho will not verify this domain's SPF. Doe anybody have a work around? Any suggestions?
Smart Pop-Ups on Mobile
I am having trouble with the mobile rendering of the smart pop-ups on Safari. Is this a known issue? If so, when will this be fixed?
URGENT -Wordpress Pop up form
We are trying to set up in Marketing Hub what is currently implemented since wordpress. A call to action button that opens a subscription popup to our newsletter How to connect the popup form that we created in wordpress so that it opens in Zoho? See screenshot attached
Link to edit article direct from Help Centre/KB
There is not a Sign In on our Help Centre/KB (as it won't link to our current users!). However, it would be really useful to have a link on each page of the HC/KB so that when an agent is browsing the HC/KB they could click on this to directly go to the
Export Tickets Bug
When all tickets file is exported from data administration, the latest ticket is dated March 11, 2021. The export file is not having tickets after March 11. It seems there is an error, please fix it urgently.
Marketing Hub Web Assistant has stopped tracking Visits.
Is there an issue with this system? It has stopped tracking visits. The Embed code validates just fine. Thanks.
ZMH > ZCRM sync workflow: revenue and staff fields missing
Hi I'm creating a workflow to send data from ZMH to ZCRM. It's attached to a mailing list and triggers when the lead email is not blank i.e. whenever there's any update. I've created two custom account fields in ZMH: staff and revenue. I want to map them
Mail Problem
Hello everyone, I have asked support several times, but unfortunately they couldn't help me at all. If we collect leads (GDPR activated) via Marketinghub, on the one hand normally an opt-in mail is sent and later a journey is triggered. Now to our problem: our leads do not always receive an opt-in mail or mails at all. This happens especially with large providers such as gmx.de/gmx.at or other providers. I honestly don't know what else I can do. The DNS settings have been checked and I also received
Marketing Hub - email not sent
Hi We setup a simple customer journey on Zoho Marketing Hub On lead insert - send mail with no delay Leads entered the journey , but email was not sent Could someone please advise ? Thanks
Microsoft Exchange ActiveSync working on Android but not on Windows 8 Mail / Microsoft Outlook 2013
I'm having trouble setting up my Zoho domain email (the one with up to 5 free users) using Exchange ActiveSync on my Windows 8 Mail and on Outlook 2013. But on Android using Exchange ActiveSync, it's working fine. Below are the settings I'm using: Under my Android device (Galaxy Note II on Jelly Bean 4.1.2) Domain\username: \[username]@[mypaiddomain].com Password: ************* Exchange server: msync.zoho.com Use secure connection (SSL) checkbox: checked Use client certificate: no check Under Windows
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Its saying email outgoing blocked and when we tried using the unblock me feature, it says there are no blocks in the account. Kindly help fix user id:50552307 貴公司在2021年5月11日鎖我的信箱一
Create a document from template
Hi everyone, I'm trying to create a document from a template with Zoho sign API. I'm using JSON and for some reason, the "field_text_data" are not prefilled in the sent document. { "templates": { "field_data": { "field_text_data": {"Company":"test company",
Close an 'on hold' ticket after 48 hours
I have a workflow set up so that once a ticket has been answered, it's put into an ON HOLD state. But how do I add a second workflow to that so that any ticket which has been in ON HOLD for over 48 hours but WITHOUT a response from the client is then
Cannot create email account.
HI, Every time I try and create a new email account (I haven't succeeded making one since I deleted an one I made in error) I get this error message: We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com How can I get this fixed? I have emailed support@zohoaccounts.com but I have not heard anything. This is not very encouraging for new users. Cheers Blair
Parent Child Relationships in the Contacts Module
My client would like to create parent/child relationships between contacts without using the Accounts module. The Accounts module will be used for organizations. How can I create a husband/wife relationship? What about a parent/child relationship? What if there are multiple children? I see this user created a custom module to accomplish relationships - https://help.zoho.com/portal/en/community/topic/many-to-many-contact-relationship. Is this considered the best route? My client would like to use
Document Limit Reached
Hi Team, We are getting following error while requesting for signature component in the document. We are using testing=true flag since it is for testing purpose. Are the testing credits over? { "code": 12002, "message": "Maximum limit for sending
Zoho + Telephony For Small Business = Frustration
We are currently using Google Workspace Voice for our phone system, which works awesome and is very reasonably priced but does not integrate with Zoho or anybody at the moment. We have to move away from Google though so I needed to find another calling
Test Zoho Webhook with localhost application
Hello Everyone, We have created one Webhook for Lead Module. Now we want to test that webhook before publishing to consumer. How I can use localhost URL as Notification URL to test what I am sending from Webhook is actually recieving by notification URL
Mail sends but doesn’t receive
Hi mail is set up and can send but it doesn’t receive emails...I see tons of similar question out there but don’t necessarily understand the solution. any thoughts? thanks
Exchange mailbox without forwarding
Hi, We have some customers who don't want us to send data outside the EU (due to GPDR - General Data Protection Regulation). As we don't know what happens with the emails with the current forwarding solutions (forward to xx @zohodesk) we want Zoho Desk
SPF records have errors.
I found a subtle error on the SPF records for zoho.com and zcsend.com zoho.com txt resolves to include:spf.zoho.com and include:spf2.zoho.com the entry spf.zoho.com resolves to: v=spf1 ip4:74.201.152.59/32 ip4:74.201.155.27/32 ip4:74.201.155.28/32 ip4:74.201.154.0/24 ip4:74.201.84.0/24 ip4:216.52.72.26/29 ~all The last entry ip4:216.52.72.26/29 has a CIDR error. The block should be 216.52.72.24.29 to match properly CIDR Same goes to spf.zcsend.net the entry 74.201.84.33/27 has the same class of CIDR
Can you buy Zoho one and extra individual apps?
Hello I bought Zoho one and even tho it includes all apps, there a few that do not provide enough for us, specifically Invoices and Expenses. So, what I would like to know is: Can I buy better versions of those apps separately and still integrate them
Node SDK Custom Token Management File Path
Hi, running in to an issue. The initializer can't find the module for my token manager. I'm using a config.json file to pass in to the initializers of each class I create. I've attached a photo of my setup. When I try to initialize the class, I receive the following error: Error: Cannot find module './src/zoho/tokenManager.ts' Any help would be appreciated!
Zapier to Zoho - rate not including decimals
Hi guys, I am wondering if anyone has experienced the following: I am importing woocommerce orders into Zoho Inventory using Zapier. Every field in my Zap is working as it should *except* for my “rate” field. Despite trying the raw sales item price
What is the unit of x_coord, y_coord, abs_width, and abs_height fields/parameters in Send document for signature API
What is the unit of x_coord, y_coord, abs_width, and abs_height fields/parameters in Send document for signature API. Value should be pass in pixel or inches?
Changing the Names and Pictures of users added to the Customer Portal
How do I change the name and pictures of customers added through the customer portal? When I add them; their name is just their becomes their email address with out its domain. Also I dont have an option to update their information or tie their information
Ask the Experts - live Q&A discussion on Zoho CRM for Real Estate businesses
Hey everyone, It's been a while since we had an Ask the Experts session (ATE). So, we're excited to kick start this year's ATE with an industry-specific open house. A CRM solution is vital to any real estate business. The real estate industry is also
CRM attachments won't accept .xlsx files
When trying to add an attachment to a Zoho CRM account, it will not accept current Excel spreadsheet files (.xlsx), which have been the default since 2007. This seems exceedingly odd.
Creating Rankings based off of other fields
Hello, What i am looking to do is create a formula that creates rankings based on two specific fields. In excel I would do a countif functions =countifs(A$1$:A1,A1,B$1$:B1,B1). This creates a ranking based on the number of records that come before it with same criteria in columns A and B. Is there any way to do this in a report?
Image size different when viewing in Gmail on mobile
Hello, When I send emails from MarketingHub, the images in the email appear correctly when viewed on Desktops and the Outlook app on mobile devices. However, when viewing the same email from the Gmail app on a mobile device, the images are MUCH larger. Is there a way to correct this issue? Please see attached image for reference.
Unsubscribe after being tagged in a ticket
Our agents noticed that once they're tagged in a ticket, they forever receive every notification for that ticket. Is there a way for them to unsubscribe or limit those? If not, I think it would be a good feature to allow digest notifications (like a summary
Spotlight 31: Maximizing event visibility
Growing your event audience requires you to know both who they are and how to reach them effectively. Once you've figured out your target audience, it's time to get people talking about your event so you can boost attendance on event day. With Backstage,
How to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit note
Got API error the remote name could not be resolved: 'accounts.zoho.com'
Hi everyone, I get the error in the picture when I get the data transmission code working in its my local environment to the server. By the way, my code is as follows; public static class CrmIntegration { static string serviceUrl = "";
Add a "Save" button to Project Details screen
When editing the details of a project in the new Zoho Projects version 7 the only way to save changes is to purposefully click out of the editing box with the mouse cursor. This is resulting in our staff making lots of edits that are not saved. It is
How to change permission allowing the export of reports
I am unable to export for the following reason: Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings.
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