Unable to receive email from Bloo.io
I attempted to try and log into bloo.io from my home desktop many times and it asked for code confirmation sent through my email, however, there are no such emails in either folder. P.S I tried this multiple time and in between days.
List syncs within an Autoresponder
When a sync is updated for an autoresponder, and one of the criteria is 'trial' for example. If the contact changes from a 'trial' to a 'customer' in the CRM, will they remain on the list and receive the remaining emails? Or will it remove them from the
Blueprint field not updating
Hi! I created a simple Blueprint, where I need a field to become mandatory at one of the stages. However, when the user fills in the field and goes to the next step in the Blueprint, the field stays blank. It becomes yellow like it “knows” it should
does not save Leads Marketing hub form external
Hi, please I need help, they are not saving the submissions of the external forms in marketing hub.
Incoming email not working
This morning I was recieving emails, however, over the last hour or so I've stopped receiving emails. I've sent a few tests from other accounts and have not received any of them.
How can I create a Buying Customer KPI?
I've been trying to create a Buying customer and QUoted customer KPI on the Dashboard without success. The information I get from the report/KPI does multiple count on the account name, so at the end I get a much higher number of the quoted customers
Capitalization of first letter in a sentence
I encountered multiple times that the auto-capitalization feature of the first letter in a sentence did not search for a period at the end of the current sentence. I think this should be a requirement before suggesting the capitalization of the first letter on the next line of type. Just an idea! For what it's worth. Otherwise, Writer is an excellent program.
I have the error - Oops! Something went wrong. Try again later - trying to create 1st user
I have the error - Oops! Something went wrong. Try again later - trying to create 1st user see attachment - screen-shots
Match new contacts based on multiple email fields?
I am on the board of a non-profit community organization. We had been using Eventbrite exclusively to manage our members and meeting mailings and meeting check-ins. We wanted a more robust solution and implemented Zoho CRM and integrated with Eventbrite
Mysterious ZCRM_INTERNAL_ERROR: Parameter name "o" cannot be null?
I am trying to create a new Deal using the API and get this exception: What does it mean? I am passing a list with a single Deal ZCRMRecord, all the mandatory fields are there...
Quotes - Copy quote's number to subject field
Hi! I1m trying to copy data from automatic quote number's filed to subjetc's field on quote's module: So, I followed this post (Copying Data from one field to another (zoho.com)) and then Arguments: Code: update = zoho.crm.updateRecord("Quotes",quoteid,{"Subject":Or_amento_Nr});
Exchange files with customers
In a deal context, we need to exchange a lot of attachments like pdf, docx, images. Is there a zoho product or a function allowing the customer to upload files? thanks
User is already present in another account
I keep getting a "user is already present in a another account" when trying to add user in the crm through zoho one.
I can't switch off Zoho Insights!!
Has anyone managed to turn off Zoho Insights? We need to switch off Zoho Insights as it's causing problems for some of our customers. we turned it off 2 weeks ago, but when we send out an email from a template, all of our links in it are still being converted
email delay, incoming from gmail not delivered?
Tried to send/receive some mails in the last hour: incoming/outgoing from/to hotmail works with a few minutes delay outgoing to gmail also with delay incoming from gmail seems not to be delivered to my inbox so far
Add Participant to Event on Creation
What is the best way to add a new Participant to an Event when it is created from a Sales Order? Here's the scenario: Quote job, then convert to Sales Order. Assign a technician to the Sales Order by setting a custom lookup field to a contact. Create an Event for the Sales Order and save it. Add the technician contact from the Sales Order to the Participants list in the Event, so they get notified via email. Note: the technicians are not users, only contacts. First, do you have a recommendation of
Totaling VAT in Quotes
The Quotes Template doesn't provide a VAT total for the products. It shows the individual tax amount for each line item but no total. I can see that there is a Tax field - but this is empty when I put it onto teh Quotes page. There are other totals....
Reconverting contacts back to leads
We want to delete some contacts and place them back into leads. These contacts have notes attached. I was planning to export these contacts to a spread sheet with their attached notes and re import them as leads. Do I need to remove the zoho assigned
Facing problem in uploading Attachments to quote module
i am using curl and xml to upload attachemnet. file path would be like $path = " http://creatorexport.zoho.com/DownloadFile.do?filepath=/1355384663709_theater-in-the-round.jpg&sharedBy=adithya1&appLinkName=ibanquet-lab&viewLinkName=room_templates_View";
Knowledge Base
Hi, when setting up a knowledge base for a specific department, is there anyway you can set review schedules or approvals on specific articles. We want to ensure that information held in our knowledge base is up to date and remind colleagues if this
How does Zoho Sign help me to trigger change for state of pipeline
Hi guys, I kindly wanted to ask that how I can use Zoho Sign to trigger a status change in the pipeline. Here's my scenario: These are my 3 states for after the PoC process. What I want is to trigger a status change by using Zoho Sign. When I click
Currency printing issue
Hello, We are getting a big blank box in place of the currency symbol, when printing quote or exporting it to a pdf file....
WMZ files being created from my campaign emails
Hi, I am facing an issue of WMZ files being added as attachments to my campaign emails which is resulting in some organisations blocking the emails from reaching the end user. Has anyone else come accross this issue and found the cause? Thanks Matt
Compound Primary Key
I need to create a table of team members and I need to ensure that no team member is entered twice. How can I make the combination of first name and last name unique. Thanks!
python sdk column with blank
Hello everybody, I want to use the python SDK for ZOHO CRM. In the Documentation is written that I need to use mysql create database zohoauth. The table should have the column user identifier"(varchar(100)), Is this the correct name cof the column? I am not able to create a table with a column which has a blank in its name.
Regarding ASAP app integration.
Hi there, I would like to know how tedious the task would be, for a developer to use the SDK to integrate ASAP into the Android and iOS versions of an app. I am not a developer, however, to me, it appears that it works like this: The ASAP knowledge base
Zoho desk POST /api/v1/tickets not returning response
I tried creating a ticket via the Zoho desk API, i got no response after the request was completed.
How do we sort incoming trafic in our KB by location?
Hello, Our KB is going live and we have clients in at least 3 different countries. I tried to find a way to sort the dashboard insights by location, but I could not find any - is that possible? Additionally, I need to ignore all insights that come from
Error Occurred. We are sorry for the inconvenience...
I just opened an account and started a sample app and upon doing so, have continually received the following message. Error Occurred. We are sorry for the inconvenience. Please try after some time or refresh the page and try again. I have refreshed and even deleted the app and recreated from scratch but continue to get the same error. I would like to evaluate this application for a non-profit and it appears we might be able to make it work but first impression has not been good. Hopefully there
Sender Blocked
Dear Zoho Team, Recently I tried to send email to more than 40 receipients. Since then I'm not able to send emails to anyone and all my emails getting bounced with an error message "Sender Address Blocked". I think my accont is blocked. Can you please unblock me? Thnaks in advance, Vinoth
Do CRM Plus and CRM Ultimate have identical features and limits?
Do CRM Plus and CRM Ultimate have identical features and limits? Feature Availability | Zoho CRM
assignUserInProfile is returning error 'user is not valid'
Hi, Can anyone help with this error. I am using assignUserProfile in a Form for the customer to add Users to their App. However, it is returning the same error 'user is not valid'. I have set the output as a variable to capture in a Form field TXT_profile, but clearly it captures nothing. var = thisapp.permissions.assignUserInProfile(input.New_user,"Write",TRUE); TXT_profile = var; I have tested in both Stage and Production environments and its the same problem. I am not a seasoned programmer, so
Fetch Email Id Associated with Username
I have a form that uses the "Users" look-up field, which is used to assign tasks to registered users on the app. I would like to automatically send an email to the User when he/she s assigned a new task. "Username" is a text string, but I'd like to be able to fetch their "Email ID" so the email can be sent. Doesn't seem like fetch records will work because the User info is not collected in another form. Any solution to this? Looks like I can set the field type to "Email ID" but would prefer to
Lame update, now how do I size columns back to where they were?
About a week or 2 ago, I open my Zoho CRM to find some sort of update was made that is inefficient. I used to be able to fit my "Potentials" report with its 6 customized columns nicely in "List View" on my screen, and still have real estate space left
Emails sent to a Group do not get replied to the Group - please advise!
Hello - and please advise! I have a Group email account set up with two members. Both members can send and receive emails - the problem is one member doesn't know when the other responds to an email. Can you please advise? I need for both members in the Group to know when an email has been responded to. Thank you!
Print records
There must be a way of printing a batch of records and specifying which fields to display for each record? I have in mind printing to PDF, where each record occupies a separate page. Is this possible?
When will the new Careers Website be available? It was said that it would be June 10th, but did not happen.
When will the new Careers Website be available? It was said that it would be June 10th, but did not happen.
Email signature not allowing pictures
My CRM email signature has 5 pictures at the bottom, company logo + 4 x social network logos. I can only seem to add 2 x social images. In the edit box all four are shown after adding, but when you go back in it has dropped 2 off.
Address Autocomplete Using Google Api
Hi, I have long been looking for a solution to replicate something similar to Salesforce's Address Autocomplete feature using Google Api. See below image, when you use Search Address, there is a pop up that then uses Google Maps Api to Auto Complete the address, after selecting it, it populates the fields "Street", "City" etc. This is now a default feature of Salesforce and I could only find a custom version of this also for Salesforce https://github.com/benedwards44/sf-address-autocomplete Would
Workdrive not integrated with the rest of Workplace?
Hi, We are a small non profit organisation that looks after land for residents of a housing development. We have signed up for Workplace Pro however despite WorkDrive being the folder collaboration tool highlighted as being part of the core system, it
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