Cannot receive mail in iPhone
I am able to send an email but I am not able to receive, I get an error saying Cannot get Mail, <domain> is currently unavailable. However I can send and receive in the web application.
Outlook me pide contraseña
Hola hace poco se lleno mi bandeja y al parecer suspendieron mi cuenta, a raiz de eso no me funciona el outlook, cambie la contraseña en la web de zoho pero aun no me funciona, quisiera ver si me pueden ayudar, gracias Mi correo es mmontero@mmsaseso
Meet the improved WorkDrive: Reinvent work. Revolutionize productivity
We first launched WorkDrive in November 2019, to reflect the changing conditions of the modern workplace with Team Folders, shared storage, and advanced admin controls. Since then, we have added many features to offer a sophisticated and productive file
Updating Project Fields - Only Saves on Mouseclick (not on Exit Field)
I am almost certain this used to work differently. In a Project, in a custom Integer field, we can click into the field and enter a value, then press Tab to move to the next field. But, doing so will not actually update the value until you click somewhere
Range Score Responses
I need to be able to provide an individual response summary result per question according to how the person answers the assessment. The question will be set up in Likert format (most to least like me). Each response choice will be weighted so that I can
Spam directed to inbox
Dear Team, we are receiving a lot of spam emails direct to our inbox from our website forms. unable to block mails as it has different email id's, more than 400 mails a day. please help!
Zoho CRM and Zoho Writer Merge and Send Function - Not Merging
Overall Problem I needed a solution to automatically calculate and send employee payslip information stored on Zoho CRM, to each of our employees at the end of each month based on their salary, allowances and sales commissions (sales commissions - which
Books - CRM sync transaction module error: no details
Hi all, we sync CMR with Books and see errors in the Sync Transaction Modules (sales orders). When clicking on the error indication we get no details. How to find out which errors there are and how to solve such? thank you for any hint!
Latest updates in Social to elevate your social media marketing
Hello everyone, We've recently introduced a lot of features and enhancements to Social in Zoho CRM Plus to help you improve your social media marketing. Here is a list of all the updates. Video marketing Integrating YouTube Youtube can now be integrated
Desk API Errors all of a sudden
Hello, We have been using the Zoho Desk REST API for a while now. We've upgraded to OAuth already. We suddenly have started getting errors like this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":
Ask for read receipt
Hello, I have a contact who enabled automatic "Ask for receipt" on their side for all their outgoing emails. And I communicate with that contact pretty often. It is very annoying to always click on the "read receipt" message. Is there a way or a setting
Export a Custom View of Leads
Is it possible to export the data from a custom view of leads? I do not want to export the entire database.
Shipping Options . Available Shipping Locations
Is there a possibility of adding available shipping options per product for suppliers/dropshippers? e.g I have a supplier who only ships to UK & Eu countries. Is there somewhere I can save this information? Many Thanks Danny
Changing mileage rate in Zoho Books
I've added a new mileage rate of 0.56 in preferences->expenses with a start date 01/01/2021 and saved it. When I enter a new mileage expense, the new rate is not reflected.
No Purchase Receive in Response API List All Purchase Order
Hello, i use API List All Purchase Order and i want get reveive_id, but when i run API on postman column receives is null. maybe this a bug or API is not finish. and the consultant can't answer becouse not understand this problem thank
How to create / separate projects that are internal to our company?
Is there a way to achieve this? All project request some sort of budget and costs, but internal projects don't cost usually cost us $, but time. And no one is being invoiced for this, either. Thanks!
Should the following expenses be included under Cost of Goods Sold or materials or Expenses?
Hello, Should the following be included under COGS or expenses or materials? 1. Packaging in which the product is packed for retail market for eg pouches and packets? 2. Product Labels which are put on these pouches and packets? 3. Payment gateway processing
Workflow not evaluating Checkbox value
Hi, I have a checkbox with just one option as shown below. Checkbox with value Based on whether the checkbox is checked or not, I would like to show the fields. I have configured a WF based on the same. PFB the configuration. WF Condition However, on
Username required to filter report as HTML snippet
Hi, can anyone help? I want to filter a report in an HTML snippet, however even thought the article I found is useful, I can't work out what is my username to use in the url. My username is my email address used to logon to Creator Developer Custom Solutions
Installment sales
Hi, I'm using Zoho CRM integrated with Zoho Books. What is the correct way to register a sale in installments? One potential in CRM to many Invoices in Zoho Books? or one potential for each installment ? I need the installments should be correctly represented in Zoho Books cash flow statement. Thanks,
Email Not Received
Hi Zoho Team, Recently I noticed that I am not receiving e-mails from my website. I just forgot my website password and I generate a password reset link to my domain email discuss@glpad.com but I have not received it. where is the issue?? Now it is serious,
List view space is wasted
It has been automatically updated to allow you to adjust the list view spacing left and right. However, due to more space than before, the required items can no longer be displayed on one screen. I'm wondering why Zoho didn't set it to narrow the space
Email Template Builder, where to add Pre-header?
Hi, When my message is received, the person see this pre-header https://sender12.zohoinsights.com/.... Where can I set the Pre-header in the Email Template Builder? thanks
Emails from sendgrid stoped arriving
For some reason, I'm not getting emails from sendgrid anymore. All other emails arrive ok. Has anyone faced this issue?
Touchpoint Score Generated in the CRM
If you have a CRMplus which has been used for several years and then set up CRM contact scoring rules, how far back does it look - specifically the opens and clicks for emails and campaigns which have been sent.
I am your desperate user
we are a construction company where can I record and see the profit for each construction ??? something mate in people you have something in the expense you have something in the book where is something that connects it ???
Not Able to create contact inside specific category.
I am referring to this zoho contact rest API documentation to create contact successfully, but i want to create contact inside a specific category of contact but i could not find any way around it. https://www.zoho.com/contacts/api/add-contact.html
Multiple choice
I’ve imported a CSV file from Google Form. Some of questions in Google Form are multi choice. When I save the CSV file, the multi choice are saved with “;” between each one. Can you explain me how to handle these data in Analytics to make reports, chart,
Zoho Sign with Zoho Desk
I see that on the marketplace there is an integration with Zoho Desk & Adobe Sign but I would like to use Zoho Sign instead... is there any development to have this integration soon?
Onboarding invite using API
i created a custom function and executed that code, it will executed successfully but invite link does not sent. so kindly anyone know this one let give the details why invite not sent and how it's working through small description. attach the screen
Email migration Zimbra to Zohomail
Hi, I urgently need your help. I need to move one of my customer's email system from Zimbra platform to Zohomail. Could you please tell me what I need to ask the current email provider in order to not loose all the email?
For each : Skip if field is missing
I've created a set up that will allow my users to import a spreadsheet and via a Function it will run through each row in the imported daa and update matching records in a chosen form/report. It's strange that Zoho Creator doesn't have this function as
Zoho CRM-Finance Integration in Mobile App
Hi, I integrated the CRM with Inventory and Books, and I can't see the Zoho Finance tab in the Zoho CRM mobile app. I would like to create sales orders through the CRM mobile app in offline, and that they will automatically be updated in the Inventory as well once the connection is back. Is this possible? Thank you.
My admin account get inactive
Today when I tried to log in sales@ceesockets.com. I got a message saying my account is inactive. But I did nothing wrong. Please help to activate it. And please give me a acceptable reason for doing this, otherwise, I will not using your service a
Emails coming from Zoho CRM are landing in customers spam folders
Hi, 90% of emails we send from Zohoo CRM are either not being received or going into users junk folders. Its a basic email template with our logo and some text and contact details. How can we make sure that these emails are delivered? Thanks
Control which employee sees which vendor
Hello we have the following question: In Zoho CRM we can control who sees which account based on the territory, their profile and company hierarchy. We would like to do the same for Vendors. For example lets say we have 10 Vendors. We want: User 1 to
Need help with Square
Hello, I've read the Square integration documentation as well as old threads here on this topic and am still confused. We have enabled both Square integration and Square payment gateway, but from reading the forum I think we only want Square payment gateway.
Email
I have set up an email workflow to notify me when an email is opened, that works fine. However, I set one up to check for unopened and it does not work? Done the same for unreplied and it does not work. Using the same lead record for the test which
Onboarding invite candidate through API
i was created the custom function with code and before that i created connections as well.. when i execute the function it will executed success fully.. but i want know how the invite will sent as well as how its working.. will anyone know give brief
Tickects are not beign assigned to one of my agents
We recently onboarded a new agent who is not getting tickets assigned to them automatically. Please advise on how to resolve this issue
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