The mail server [31.186.226.239] has been temporarily rate limited due to IP reputation
Outlook and Gmail respond with The mail server [31.186.226.239] has been temporarily rate limited due to IP reputation Only about 50 e-mails were sent out before this occured. Not all at the same time, but spread over a week. Please fix the server :)
How do I allocate a retainer and final invoice payment made in one deposit?
We have recently migrated to Zoho and are transferring all our information. Our company usually issues a retainer invoice, then allocates the payment to the retainer. We then issue the invoice, apply the retainer amount to the final invoice and then allocate
Attach file uploaded Zoho CRM
Hi. I'm trying attach file in email trough Deluge function, but i can't access to file, only to the url. the call to zoho.crm.getRecordById("Attachments", 150xxxxxxxxxxxxxx) return failure (150xxxxxxxxxxxxxx is attachment_Id) Can you help me?
How to link contacts with accounts automatically
Hello everyone, it is my first time using this CRM i come from SALESFORCES, i want to match the contacts fields with account fields throw .csv files but i don't know how to do it. I already imported accounts with "ID NAME" unique for each acc. I have
Email opt-out in Zoho survey?
Hello Users: We are using Zoho survey on our website for a questionnaire that displays results in the browser window. Before displaying the results, we ask for contact information. The contact information is then sent to Zoho CRM and parsed by the email
Final Reminder: Deprecating Authtokens
Dear Users, As mentioned in our previous post, we are deprecating existing Authtokens by 28 Feb 2021. Please migrate to OAuth tokens immediately to avoid any service disruptions. Zoho OAuth provides better security and more control compared to Authtokens. OAuth
Cannot send email (blocked by spamcop)
Status: 550 Action: failed Last-Attempt-Date: 4 Feb 2021 02:11:04 GMT Diagnostic-Code: Email blocked by bl.spamcop.net Received:from mail.zoho.com by mx.zohomail.com with SMTP id 1612404643859372.4807612148977; Wed, 3 Feb 2021 18:10:43 -0800 (PS
CRM - Unable to remove an old account and to join organization CRM
Hi One of our employees have created her CMR account, using her organization mail, no I need to join her to our organization CRM, bur when she receives the invitation mail, zoho CRM says that ist not able to join the organization CRM because she is the
Adding hyperlink to image in email body wont work
Hi, Cant get a twitter image in the body of emails to link to my twitter homepage as per below It appears to work here but not in emails. Where am I going wrong? Thanks
Pre-filled input fields with placeholder/default value
I do have a custom module in Zoho CRM I am trying to pre-fill a field (mandatory field) of a custom module with a specific value (the field will be overwritten by a autonumber in a second step via workflow later). But at the beginning when a new entry
v1.0 Auth Token Deprecation
Hello! You would be aware by now that we deprecated our V1 APIs on 31 December, 2018 and that they reach End-of-Life(EOL) on 31 December, 2019. In continuation with that context, to minimize the consumption of v1 APIs, we are disabling the creation of new auth tokens from the below mentioned URLs from June 1, 2019. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=mail&PASSWORD=password What will happen
Very simple deluge issue from a beginner
I'm trying to get the lead owner's mobile number to auto fill into the Lead when a lead owner is assigned. when i run the code with an Info output i get "Null" and when i map it to the lead i get nothing. I'm sure its simple but I'm lost . any help
How to unblock the POP access
I am trying to setup IMAP of one of the email addresses under own domain to outlook, other 2 addresses with same domain are working however one was not, I tried to sign in by mail.zoho.com and found the top screen showing that "Your POP access has been
Set Product to "Inactive" after adding it to a SO
Hello! Hope someone can help me out with this. Maybe it would be a simple thing but, I'm a newbie with the platform. I change the label of the SO to "Separaciones" and Products as "Listado de Lotes". What I'm trying to do is a Workflow that updates the
HOW DO I GET IN TOUCH WITH ACTUAL SUPPORT?
Sorry, hate all caps, but we're now 2 weeks into a trouble ticket with ZERO progress, explanation, and the technician assigned to it seems to have evaporated from the face of the earth. The problem is that both the "Transaction Modules" sync and the "Vendors"
Recording payments using APIs
I operate in Japan and we cannot use online payments with the banks here, also there are bank transaction fees, with VAT (consumer tax) deducted, on both the paying and payments received, and these vary. So you can well imagine the time taken to manually
Zoho Projects classic task list: grouping by project
In Zoho Projects, when I open the Tasks page in the classic mode, tasks are grouped by the task list they belong to, and these groups are sorted alphabetically. If you read the task list from top to bottom, you are constantly changing context. You move
Tip of the week 77- Efficient use of time in email marketing
Engagement in email marketing is a lot dependent on time. The timeliness and frequency of your email campaigns can work as a bridge between you and the email recipients. There are two areas that you must cover in order to achieve time-based email marketing
How to edit a scheduled email
I have scheduled an email to a single contact for the morning. I need to change one of the attachments. Is it possible to edit a scheduled email? Thanks
Hyperlink Formula coming up with #NAME! in Zoho Sheets
Hi, I'm trying to add hyperlinks to my spreadsheet using the formula: =HYPERLINK(https://www.google.com; [Google]) But it's coming up with #NAME rather than in this example, Google. Is the way I've typed it wrong or is this an issue with Zoho Sheets?
Ads on Right Hand Side and Left Hand Side
Hi, I wish to insert ads (adsense) on right-hand and left-hand side on the page http://typingpad.in Currently I do not see any option. Please suggest a way to insert the adsense ads at these areas. The layout allows only option to insert ads on top or bottom of content.
images
I'm using the CRM Dev to play around and try get my head around it all. when creating an email template - I'm linking to an image via a URL and then below simply using the Organization logo ${companyLogo} the tempate is created as a blank html doc [code]
Zoho CRM and QuickBooks Enterprise Solution?
Hello, I am evaluating implementing QuickBooks Enterprise Solution and let me know if you can integrate with Zoho CRM. So far I've read that you can integrate with QuickBooks Simple Start & Premier, but I wonder if it could also integrate QuickBooks Enterprise Solution with Zoho CRM. Who can help me with this question, I will be grateful. Sincerely, Otto Rodriguez
Customizing Invoice Items and Calculated fields
I've just started evaluating Invoice and have a couple of needs. 1. Items - Most of our Items are in one of three categories; Hardware, Software, Services. I would like to add a pick list field called Type and enter one of these values. I would then like to list the Hardware in its own section with a total, the Software in its own section with its total. 2. Calculated Field - We would like to create a "Deposit Required" field that is 20% of the Hardware subtotal. Is any of this possible? Thanks in
Flat Project Fee vs. Hourly Rate
Hello! I am new to Zoho Invoice and am still learning my way around, but I have looked everywhere and cannot figure out how to invoice for flat project/item fees rather than an hourly rate. I complete work on both an hourly and project basis. Can someone please let me know how to do this? Thank you! Laura
Switching to and from screen share during support session
I am in the trial period for Assist. Is it possible to switch from a remote support session to sharing my screen with a client? Or do I need to start another session? This is easily done in Zoom.
Zoho CRM Outlook Calendar Integration - Best Practices
Does anyone have any best practices they can share about Outlook Integration for Calendars with Zoho CRM? Right now we have the following requirements: All sales team members must log their customer meetings (in-person or virtual) in Zoho CRM Calendar.
How to Delete Organization?
Any ideas?
Issue when parsing XML that contains special characters more than once
Hello, I have found a bug when parsing XML that contains a URL that has GET parameters. The following example below throws an "invalid XML/JSON" error when executing (note: this is actually a small example from a response being received from an API): data = "<xml_node>https://someurl.com?rating=PG&size=35&default=mm</xml_node>"; xml = data.toXML();
Flowing images CRM - Woocommerce
Does anyone here have the integration between CRM and Woocommerce? I need to send the images of my products from CRM and I can't find a way. Any advice? Thank you.
DiscountTotal Estimate & DiscountTotal Invoice
hello is there any way how to sum all discount in estimate / invoice to show under EstimateTotal value showing DiscountTotal? I found in forums variable called DiscountAmount, but it is for just an item, not for all summary.
Feedback Widget Success Message customization.
Hello, I would like to create a success Message in the Feedback Widget that will address the customer's name, pulled from the Name field of the widget when they submit feedback. For example, if Sandra McTester submits feed back, her Success Message pop-up
Permission required to add a non-user Employee Profile
I am the HR admin for my Zoho People account. I want to assign to a department manager (who has an employee user login) the permission to create Employee Profiles (not full employee users) without giving her the ability to access the full Zoho People account as an admin. What permissions need to be set for this user to be able to create Employee Profiles?
3 simple strategies to create an effective email marketing campaign
Did you know that emails existed even before WWW (World Wide Web) was born? people would send emails without internet via rotatory phones during that time. But today, we know that we can store emails on cloud and is the centre of our communication with
Disable the "Download" feature.
Greetings, Due to our policy we need to limit or block the feature "Download" when we share a document but we haven´t find any parameter to help us with that. Appreciate all the suppport that someone could give us.
Knowledgebase Article Status Field, Visual Indicators, Linkage Options for Deprecation and Obsolescence
I couldn't find it but as far as I remember, I did request this feature in the past. Maybe I did mention it in a comment on another topic. Ash did mention that the article unpublishing feature is going to be released in Q1 2021 in this topic "How to unpublish
Update last activity time for a Deal after sending an email
Hi everyone! We're currently looking for a solution to update the Last Activity Time after sending an email through the CRM. Our salesperson operates by viewing the currently active Deals and sorting by Last Activity Time to see the last time he reached
Multi-Layout
Multi-layout allows you to show a separate set of fields for each product, process, or service and ensure that your customers and agents see only the relevant fields. This is not just for the ticket; you can add multiple page layouts for accounts, contacts, activities, products, and time entries. If you tried the beta feature, please share your feedback below. Your feedback will help us refine the finer details before releasing this feature for a larger audience. P.S. If you haven't requested
User invite fail
Hi, i am trying to add a use to the customer portal, the app shows a message that the invite is sent, but the users never get the email. I tried with a lot of different email adress and adding from them from the cfg and also permting them to register
Changing icons of sub sections
Hello, hello I'm trying to change the icons for the sections in our knowledgebase. I have a piece of CSS code (see below) that I borrowed from a 3-year old post in these forums, but it's not quite working out. With the code, I can get an own custom icon
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