Not receiving emails
Hello i am not receiving emails. I can send but not receiving. Could this please be reviewed ASAP thanks
Migrate to GSuite
I have tried everything I can think of but still I cannot migrate my emails to Gsuite. I have contacted Zoho support twice now and had no response. 1. have added google range of IP's to my account 2. used an app specific (and original) password 3. imap is enabled and yet I still cannot start the Gsuite migration process. Error communicating with the source mail server. (18002)
Export Leads from Zoho in CSV
Hi, I would like to export my leads in CSV format. If I do this my leads will still remain in Zoho right? They wont be deleted correct? Please confirm. Thanks, Barbara
Journey Leads
Olá . Recentemente eu comecei a usar a ferramenta do marketing Hub, e ainda tenho algumas duvidas da plataforma, teria algum conteudo demonstrativo pra utilização da ferramenta ? Uma outra duvida é , preciso criar algum relatório da jornada dos meus leads, desda a entrada até o processo final, como posso realizar isso e qual seria o melhor caminho, Marketing Hub, ou Analytics ? Transalate Hello Recently I started using the Hub marketing tool, and I still have some doubts about the platform, would
Unable to add zoho imap to latest Outlook client (365) in windows
I have just created a new zoho hosted email account (lite paid subscription). Up to now I have not had problems adding this type of account to outlook (365 version). I have turned off 2 factor authentication in zoho. The outlook client is still unable to logon to incoming imap server (see attached jpg for settings in outlook).
Zoho Inventory + Zoho Flow + Shipstation
Hi there. I'm trying to make or find a custom function for making new orders to be shipped in ShipStation based off of incoming sales orders in Zoho Inventory. As my orders often have more than one product, I need to be able to move over multiline orders. I've started on a custom function to do so, but I'd need information on either what LineItems is an array of for shipStationItem assignment purposes or an example of someone else's similar custom function for this purpose. Basically, the issue I'm
How do I handle a bounced check
Although there is documentation https://www.zoho.com/us/books/kb/banking/bounced-check.html, if required deleting the payment, but you can't do that if the bank clears it in your deposit and then pulls the money back later which is what happened in my
Autopopulating ZC fields with Zoho CRM Data
Hello, I am trying to set up a form in Zoho creator where you input the Unit Number and from that it autopopulates other fields in the creator form (i.e., VIN, Year, License Plate). And it needs to go into CRM and by the unit number entered get the correct values. I cannot seem to figure this out. I have tried getrecordsbyID but I cant understand how to find the Record ID from the Unit Number? Any help would be greatly appreciated.
Scan Barcode metadata and image source
I love the barcode scan feature for mobile devices. Please add the following or if they are available please point me to how I may access the following: Many times it is important to know what type of barcode is being interpreted. Is there a way to determine what type of barcode is being scanned. There are times when the data present in a Code 39 barcode has a different purpose or context than the same data present in a PDF417 barcode. Especially where 2D barcodes are concerned such as Data Matrix
Validation not Running on Create
I would like to validate some data before saving but I'm having trouble getting my apps to execute the validation when creating new records. It works fine for edits. I create a new application with a simple form with the attached workflow but it does not seem to work.
Release Milestones - what they are
In Zoho Projects, what is a Release Milestone ? Could you give me a synonym term for that concept ?
Stretched description text box keeps shrinking - bug
I'm in a record. Editing descriptions (in Product). I pull the box down to get edit space and... it shrinks back to cover the last few letters of text. This is a bug as it is not how any other product works. If you have a stretch button, you stay stretched until save. It is definitely a bug to not allow me to see all the text I am editing. This one: just fix it. I am a software developer and guarantee this will take less time to fix than to talk about. (((Please do not put me through common
Mail Authentication Issue
Hi, while trying to access my zoho account from a web application, I get the following error 2020-10-08 20:19:43 SERVER -> CLIENT: 535 Authentication Failed 2020-10-08 20:19:43 SMTP ERROR: Password command failed: 535 Authentication Failed SMTP Error: Could not authenticate. 2020-10-08 20:19:43 CLIENT -> SERVER: QUIT 2020-10-08 20:19:43 SERVER -> CLIENT: 221 mx.zohomail.com closing connection The web application uses the same password as my login password as my account does not use multi-factor
Mail Authentication Problem from Web Application
Hi, while trying to access my zoho account from a web application, I get the following error 2020-10-08 20:19:43 SERVER -> CLIENT: 535 Authentication Failed 2020-10-08 20:19:43 SMTP ERROR: Password command failed: 535 Authentication Failed SMTP Error: Could not authenticate. 2020-10-08 20:19:43 CLIENT -> SERVER: QUIT 2020-10-08 20:19:43 SERVER -> CLIENT: 221 mx.zohomail.com closing connection The web application uses the same password as my login password as my account does not use multi-factor
Can't Receive Emails
Hi have been sending emails through Zoho without problem, but people are getting an error when trying to email me - Message Not Delivered with a response from remote server 553 relaying disallowed. Domain is activekidsclub.co.uk Anyone know what's going on?
How to format currency in Zoho Sites Template language?
Hello, I have a question regarding: https://documentation.zohosites.com/language.html#currency Example: {% assign currency= {} %}
{% assign currency.code="USD" %}
{% assign currency.symbol="$" %}
{% assign currency.format="##,##,### 0.00" %}
{% assign currency.symbol_on_left=true %}
{% assign currency.code_on_left=true %}
{% assign value=123564.56%}
{{ value | currency(currency, "with_symbol", "with_code", "with_decimal_separator", "with_integer_part", "with_fractional_part") }}
//Output
USD
{"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."}
Hello, Im trying to update my conections with Zoho Creator from V1 to the new. I have a simple update getRecords and updateRecord, but both are giving the same error: {"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."} The code is this way: searchB = zoho.creator.getRecords("roboplan","planeamento-plano-b","Tasks_Report",criteriaB,1,200,"creator"); And creatorB = zoho.creator.updateRecord("roboplan","planeamento-plano-b","Tasks",creatorid,rowDataB,empty,"creator"); I've
Distractions
Hello, Recently I started getting distracting grammar suggestions. Please, see the pic. Any idea where they come from? How to disable? Thanks in advance for the help. P.S. These suggestion might be helpful if they could run in stealth mode. So I could see them all at once at the very end.
Convert offline OST file to PST file.
BulkeCommerce OST to PST Such a good tool for Convert offline OST file to PST file, using this utility you can recover permanently deleted and lost data and convert into Outlook PST file format. This program is suitable with all the version of Windows like 95, NT, 98, ME, XP, Vista, 7, 8, 8.1 and 10 (32bit & 64bit). With the help of this program, you can see the preview after that transfer the finale result into PST, EML, MSG, HTML, EMLX, vCal, vCard and MBOX file format. Apart from it support cloud-based
How to manage claims (financial and inventory)
Hello, We use books to estimates, incoices and prepare the packes to be sent. All is perfectly traced. Now when customer are making claims (for example defect product)... What is the process to document this in books. It's part of traceability and also KPI. We need to know how many claims are there linked to their invoice but also inventory. How Zoho address this inside Books (including Inventory)? And if not, what would be a best way to handle this ?
Where do I find a SMTP server to add Custom SMTP when my email client is Zoho?
I want to add a new "from" address and it prompts me to choose a SMTP server. I wanted to select Zoho's SMTP server since I'm not using any other email client for my domain except this one, but it shows that it may show that it was sent "On Behalf Of" when sent to other emails and I'd like to avoid that. But I'm not sure where to get a custom SMTP server from otherwise. Any help would be much appreciated, thanks!
Zoho Books Customer Portal API
We have successfully created a customers synchronization between the OpenCart ecommerce software and Zoho Books, with the aid of the RESTful Zoho Books API. As a next step, is there a way to create a 'Login with Zoho', similar to 'Login with Google' or 'Login with Facebook' for our ecommerce site? I asked Zoho Books support, they were useless. They said there is no Customer Portal API, but that one of their Partners could help. However, no further leads or details. It's strange that Zoho can't implement
Need report showing all Accounts with no open activities
Has anyone created a report showing Accounts with no open Activities? I am trying to manage over 5000 accounts and just need to know which ones we are not calling since we do not have an open Activity.
Adding a custom function to a Macro
HI, I wanted totry an send a cliq mssage using a Macros from a ticket. (to notify a colleague, that is not a desk agent). Within a workflow, you can start a custom function. Macros are (from the documentation) Workflows with no trigger and conditions. But I can't find a way to start a custom function. This would be useful to I could call zoho.cliq.PostToChat() or more... Regards.
Filter report from button/panel on Page
Hi, I would like to filter contents of a Report based on a function via a button or panel on the page where the report is embedded. This means there is a button or panel with a function, and if for example the panel has Archived, only archived records will show in the report below the panel. Today I am using a Page Open Action on the Panel, which means I create a separate page with the filtered report. I guess this is not most effective? Thank you!
How to remove the human interaction for Zoho CRM OAUTH
Presently, it appears that we can only obtain a grant token by having a human interact with their browser i.e. 1. my service starts up without a grant token so it then displays a URL that a human can go to 2. the human goes the browser, consents to the data being shared and then submits 3. Zoho then sends the grant token to my services's redirect url I would prefer to eliminate the human interaction as services and their hosts are often restarted. Is there a way to have my service directly obtain
Edit or Modify the customer registration
It happens that participants might mispel their names(!) and right now, the only way to fix this is by denying the registration to the wrong profile and ask the participant to register again. This missing functionality is even more detrimental if the session is paid, because refunding the ticket and having the customer re-purchase means that i'll be incurring bank charges twice. Both as an admin and participant, it would be ideal to allow the update of the registration profile so that any errors
Not receiving any incoming chat requests? Here are four possible solutions.
After a fantastic weekend, you return to work, expecting outstanding sales, new deals, and lots of customer engagement. Instead, you get no incoming chat notifications. Wondering what went wrong? If you're facing a similar problem, here are few solutions that might solve this problem and help extend your support to your users without any hassle. 1. Operators not associated with website department: You must associate websites and operators with the same department to enable your operators to track,
【初心者の方向け 15名限定】Zoho CRM 初期設定トレーニングのご案内
こんにちは、Zoho 鳥越です。 ※当トレーニングの10月開催は、恐れ入りますが定員に達したため締め切らせていただきます。 来月以降も開催予定ですので、次回のご案内までお待ちいただけると幸いです！ 8月のMeetupでは、コミュニティに対するたくさんのフィードバックをいただき、ありがとうございました！ その中で、 「まだ初期設定が完了していない」 「基本機能がわかっていない」 など、初心者向けのイベントやコンテンツを希望される方が多くいらっしゃいました。 そこで！ Zoho CRMを導入して1年以内、またはインポートや項目のカスタマイズといった、基本設定を完了していないユーザー様を対象に、 Zoho CRM オンライントーレニングを開催いたします。 今回は対象と人数に制限がありますが、コミュニティユーザー様の中でも当てはまる方がいらっしゃいましたら、ぜひ参加をご検討ください。 ーーーーーZoho CRM オンライントレーニング 詳細ーーーーーー Zoho CRM の初期設定を一緒に完了させ、また基本的な機能をひと通り紹介します。 ＞https://www.zoho.com/jp/crm/crmtraining1026/
how can i assign a Zoho Desk Task to a Team and not an Agent?
Hi Flow Team, i would like to assign a particular task to a Team in Zoho Desk, but it looks like that is not so easy to perform. First, i tried to find out the ID of a particular team in Desk, by simply editing it and copying the ID from the URL, lets say 16281000005204663. Then i tried to use a custom value for the task owner: But when i try this, i get this flow error: Zoho Desk says "The value passed for the 'ownerId' parameter is invalid." How can i fix this? Thanks for your help!
Creating a CRM task from a Desk ticket...
Hello, I'm currently creating a custom function which is triggered by the update of the Ticket Owner. The CRM tasks is created with the correct content. However for this test, I have to fix in the code the CRM task owner id (i set to mine). That way the task is attributed to me in the CRM. From Desk, it is possible to get the ticket owner, which is a string (I guess the name of the owner), and not an ID. Question : Supposing the Desk ticket owner and the CRM task owner ar the same Zoho user. How
Adding Zoho One Licenses
We just signed up for a free zoho trial and think we like it. We are a 5 person startup company and will commit all employees to a license according to the all-employee price plan. As we grow, we will get each new employee a license to be compliant with the price policy. Is that how it works? When we continue to hire additional employees we buy each of them a new license to stay on that price plan of $30 per employee per month/annual? Thanks in advance, Jeff
Address Search in CRM Create view and in Quick view
Hi, I would like to put up a feature request, I’ve been trying to solve this problem couple months now . It’s regarding the address search in the Zoho CRM . From previous records, it was told that address can be populated in case a button is clicked . However, this feature is available in Zoho recruit in Job Opening module and address is populating in the records without clicking a button. Moreover, If we could get this feature in the Detailed view of the Crm and Quick create view as well. If you
Line and paragraph spacing formatting on Desk KB
I am currently working on implementing a product knowledge base through Zoho Desk. To ensure that articles are created with the right look and feel for our company, I am initially drafting them in Writer then importing into Desk. In a few cases I've noticed minor errors and tried to make changes directly in Desk KB's editor. I noticed that there are no options to update line and paragraph spacing. I anticipate this being a problem in the future, when sections and steps will be added/changed and Desk
In widget How to close the Model box after getting success without using close button.
Hi, I am using model box to get the details. After getting the details I need to close the model page without clicking the close button. Please help me to solve this problem.
Account Vs. Vendor
Hello, While I understand the concept of Accounts (companies we sell to) and Vendors (Companies sell to us), I'm not sure I understand the physical separation of the two in Zoho CRM. It look much simpler to to add a toggle (mandatory) field to identify the account either as a Client or a Vendor. In addition, the accounts module offers more functionality over the Vendors module, for example the ability to nest accounts and sub-accounts which applies in most cases to vendors as well. Seem to me it
not receiving any emails
Can send emails but I am not receiving any emails.
Genesys Integration with Zoho Desk
Has anyone been able to integrate Genesys Purecloud with Zoho Desk?
ZohoDesk Ticket Creation on API not working ,
We have our website integrated with zohodesk API, this was working up until today. I have spent most of day trying to figure this out so any help will be appreciated. the service is written in c# , and just trying to create a ticket with below code : string postData1 = JsonConvert.SerializeObject(ticketSend); Uri uri1; HttpClient client1; HttpResponseMessage message; uri1 = new Uri("https://desk.zoho.com/api/v1/tickets");
How to add Emoji in "Add notes" field?
Hi Folks, How to add a set of Emojis in Add notes field to provide customer feedback? Your valuable inputs are appreciated. Thanks
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